Catalyst Financial Partners LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $455 Billion distributed in 245 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 $81.3B, Ishares Tr with a value of $32.1B, Ishares Core S&P Sm Cap ETF with a value of $21.7B, Ishares Core S&P Mid Cap ETF with a value of $21.5B, and Apple Inc. with a value of $19.5B.
Examining the 13F form we can see an increase of $66.5B in the current position value, from $389B to 455B.
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
$455 Billion
ETFs: $238 Billion
Technology: $72.3 Billion
Healthcare: $34.4 Billion
Financial Services: $26 Billion
Communication Services: $18.9 Billion
Consumer Cyclical: $16.7 Billion
Industrials: $16.4 Billion
Consumer Defensive: $15.4 Billion
Other: $14.9 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions