Catalyst Financial Partners LLC Portfolio Holdings

Catalyst Financial Partners LLC

  • $543 Billion
  • Q1 2025

Catalyst Financial Partners LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $543 Billion distributed in 286 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $93.9B, Ishares Tr with a value of $39.4B, Ishares Core S&P Sm Cap ETF with a value of $26.9B, Ishares Core S&P Mid Cap ETF with a value of $24.9B, and Apple Inc. with a value of $22.1B.

Examining the 13F form we can see an increase of $11.4B in the current position value, from $532B to 543B.

Catalyst Financial Partners LLC is based out at Boston, MA

Below you can find more details about Catalyst Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $543 Billion
ETFs: $296 Billion
Technology: $75.2 Billion
Financial Services: $34.8 Billion
Healthcare: $32.7 Billion
Consumer Cyclical: $20.9 Billion
Communication Services: $20.7 Billion
Consumer Defensive: $20.5 Billion
Industrials: $20.5 Billion
Other: $17.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$200B
$902 Million 0.17% of portfolio
31,878
Q1 2025 Added 1.73%
$145B
$891 Million 0.16% of portfolio
3,771
Q1 2025 Added 4.23%
$289B
$851 Million 0.16% of portfolio
3,192
Q1 2025 Added 3.0%
$310B
$895 Million 0.16% of portfolio
12,473
Q1 2025 Added 14.42%
$159B
$808 Million 0.15% of portfolio
2,593
Q1 2025 Added 12.35%
$146B
$790 Million 0.15% of portfolio
3,856
Q1 2025 Added 4.02%
$147B
$814 Million 0.15% of portfolio
8,069
Q1 2025 Added 13.22%
$185B
$836 Million 0.15% of portfolio
5,578
Q1 2025 Added 5.23%
$240B
$802 Million 0.15% of portfolio
6,874
Q1 2025 Added 2.06%
$238B
$837 Million 0.15% of portfolio
1,532
Q1 2025 Added 3.37%
$145B
$820 Million 0.15% of portfolio
11,567
Q1 2025 Reduced 0.34%
$179B
$782 Million 0.14% of portfolio
17,242
Q1 2025 Added 0.36%
$168B
$741 Million 0.14% of portfolio
5,108
Q1 2025 Added 0.16%
$12.5B
$758 Million 0.14% of portfolio
14,144
Q1 2025 Added 0.3%
$75.4B
$750 Million 0.14% of portfolio
5,782
Q1 2025 Reduced 0.34%
$100B
$759 Million 0.14% of portfolio
2,254
Q1 2025 Added 1.12%
$154B
$743 Million 0.14% of portfolio
1,584
Q1 2025 Added 5.25%
$225B
$779 Million 0.14% of portfolio
169
Q1 2025 Added 0.6%
$146B
$759 Million 0.14% of portfolio
6,231
Q1 2025 Added 3.44%
$78.2B
$777 Million 0.14% of portfolio
1,518
Q1 2025 Added 3.48%
$102B
$739 Million 0.14% of portfolio
3,663
Q1 2025 Reduced 2.45%
$160B
$705 Million 0.13% of portfolio
3,330
Q1 2025 Added 0.12%
$237B
$695 Million 0.13% of portfolio
2,584
Q1 2025 Added 2.26%
$174B
$723 Million 0.13% of portfolio
1,885
Q1 2025 Added 6.8%
$103B
$698 Million 0.13% of portfolio
11,625
Q1 2025 Added 1.23%
$191B
$708 Million 0.13% of portfolio
9,722
Q1 2025 Added 23.27%
$223B
$693 Million 0.13% of portfolio
6,750
Q1 2025 Added 6.17%
$172B
$681 Million 0.13% of portfolio
1,340
Q1 2025 Added 5.26%
$91.6B
$655 Million 0.12% of portfolio
9,655
Q1 2025 Added 3.85%
$96.2B
$669 Million 0.12% of portfolio
29,469
Q1 2025 Added 12.6%
$89.4B
$630 Million 0.12% of portfolio
4,321
Q1 2025 Added 1.05%
-
$636 Million 0.12% of portfolio
-
Q2 2024 New
$217B
$672 Million 0.12% of portfolio
1,095
Q1 2025 Added 4.89%
$123B
$660 Million 0.12% of portfolio
1,361
Q1 2025 Added 20.98%
$79.5B
$668 Million 0.12% of portfolio
3,027
Q1 2025 Added 4.45%
$128B
$676 Million 0.12% of portfolio
2,212
Q1 2025 Added 3.95%
$22B
$657 Million 0.12% of portfolio
3,199
Q1 2025 Added 4.61%
$38.7B
$632 Million 0.12% of portfolio
3,485
Q1 2025 Added 0.37%
$57.6B
$650 Million 0.12% of portfolio
1,342
Q1 2025 Added 0.15%
$65.3B
$639 Million 0.12% of portfolio
2,168
Q1 2025 Added 3.83%
$70.5B
$612 Million 0.11% of portfolio
10,236
Q1 2025 Added 1.35%
$90.2B
$621 Million 0.11% of portfolio
5,090
Q1 2025 Added 1.76%
$92.7B
$586 Million 0.11% of portfolio
2,530
Q1 2025 Added 24.08%
$157B
$600 Million 0.11% of portfolio
16,273
Q1 2025 Reduced 9.04%
$116B
$587 Million 0.11% of portfolio
1,943
Q1 2025 Added 3.46%
$105B
$622 Million 0.11% of portfolio
924
Q1 2025 Added 1.54%
$220B
$577 Million 0.11% of portfolio
5,850
Q1 2025 Added 2.49%
$148B
$564 Million 0.1% of portfolio
1,515
Q1 2025 Added 4.48%
$108B
$559 Million 0.1% of portfolio
5,698
Q1 2025 Added 7.67%

Summary

  • Portfolio
  • No. of Stocks 286
  • Current Value $543 Billion
  • Prior Value $532 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 25 stocks
  • Additional Purchases 197 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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