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
$135B
$334 Million 0.06% of portfolio
1,961
Q1 2025 Added 9.31%
$88.6B
$332 Million 0.06% of portfolio
1,307
Q1 2025 Added 14.25%
$57.5B
$309 Million 0.06% of portfolio
2,338
Q1 2025 Added 1.48%
$1.55B
$341 Million 0.06% of portfolio
6,801
Q1 2025 Added 0.68%
$23.4B
$303 Million 0.06% of portfolio
2,054
Q1 2025 Added 0.59%
$59.9B
$299 Million 0.06% of portfolio
7,278
Q1 2025 Added 6.31%
$54.7B
$301 Million 0.06% of portfolio
1,185
Q1 2025 Added 6.95%
$49.6B
$325 Million 0.06% of portfolio
1,552
Q1 2025 Reduced 3.48%
$109B
$301 Million 0.06% of portfolio
872
Q1 2025 Added 4.31%
$62.4B
$345 Million 0.06% of portfolio
4,292
Q1 2025 Reduced 0.02%
$66.3B
$331 Million 0.06% of portfolio
960
Q1 2025 Added 9.71%
$113B
$278 Million 0.05% of portfolio
1,988
Q1 2025 Reduced 0.3%
$54.7B
$251 Million 0.05% of portfolio
1,471
Q1 2025 Reduced 0.68%
$90.9B
$264 Million 0.05% of portfolio
435
Q1 2025 Added 6.36%
$22.6B
$259 Million 0.05% of portfolio
6,916
Q1 2025 New
$73.4B
$261 Million 0.05% of portfolio
3,263
Q1 2025 Added 3.46%
$83.7B
$273 Million 0.05% of portfolio
1,521
Q1 2025 Added 6.51%
$44.8B
$271 Million 0.05% of portfolio
2,602
Q1 2025 Reduced 7.93%
$76.4B
$280 Million 0.05% of portfolio
2,992
Q1 2025 Reduced 0.89%
$92.7B
$246 Million 0.05% of portfolio
3,876
Q1 2025 Added 5.76%
$70.3B
$296 Million 0.05% of portfolio
7,013
Q1 2025 Reduced 6.28%
$65.2B
$283 Million 0.05% of portfolio
7,462
Q1 2025 Added 4.36%
$82.7B
$292 Million 0.05% of portfolio
2,664
Q1 2025 Reduced 2.02%
$64.4B
$278 Million 0.05% of portfolio
2,503
Q1 2025 Added 6.24%
$70.5B
$284 Million 0.05% of portfolio
1,854
Q1 2025 Added 4.33%
$100B
$298 Million 0.05% of portfolio
3,242
Q1 2025 Reduced 2.14%
$74.7B
$281 Million 0.05% of portfolio
5,982
Q1 2025 Added 5.48%
$71.4B
$258 Million 0.05% of portfolio
2,012
Q1 2025 Added 5.89%
$62.5B
$204 Million 0.04% of portfolio
7,143
Q1 2025 New
$90.6B
$231 Million 0.04% of portfolio
971
Q1 2025 Added 11.61%
$33.2B
$202 Million 0.04% of portfolio
597
Q1 2025 New
$52.5B
$207 Million 0.04% of portfolio
1,000
Q1 2025 New
$71B
$210 Million 0.04% of portfolio
55
Q1 2025 New
$41.8B
$211 Million 0.04% of portfolio
1,228
Q1 2025 Added 3.28%
$7.14B
$208 Million 0.04% of portfolio
3,069
Q1 2025 Reduced 8.55%
$53.1B
$225 Million 0.04% of portfolio
860
Q1 2025 Added 3.99%
$69.7B
$237 Million 0.04% of portfolio
541
Q4 2024 Added 9.07%
$31.9B
$220 Million 0.04% of portfolio
695
Q1 2025 Added 11.56%
$92B
$222 Million 0.04% of portfolio
477
Q1 2025 Added 5.76%
$31.4B
$231 Million 0.04% of portfolio
3,939
Q1 2025 New
$63.5B
$243 Million 0.04% of portfolio
3,828
Q1 2025 Added 3.52%
$10.1B
$227 Million 0.04% of portfolio
1,084
Q1 2025 Added 0.37%
$5.4B
$222 Million 0.04% of portfolio
669
Q2 2024 New
$79.2B
$239 Million 0.04% of portfolio
1,357
Q1 2025 Added 2.11%
$53.3B
$241 Million 0.04% of portfolio
1,454
Q1 2025 Added 0.83%
$73.7B
$219 Million 0.04% of portfolio
961
Q1 2025 Added 5.84%
$62.8B
$210 Million 0.04% of portfolio
1,697
Q1 2025 New
$22.6B
$234 Million 0.04% of portfolio
3,774
Q1 2025 Added 1.15%
$61.5B
$240 Million 0.04% of portfolio
983
Q1 2025 Added 1.97%

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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