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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$227 Million 0.04% of portfolio
1,084
Q1 2025 Added 0.37%
$64.9B
$239 Million 0.04% of portfolio
1,357
Q1 2025 Added 2.11%
$51.5B
$241 Million 0.04% of portfolio
1,454
Q1 2025 Added 0.83%
$61B
$219 Million 0.04% of portfolio
961
Q1 2025 Added 5.84%
$50.1B
$210 Million 0.04% of portfolio
1,697
Q1 2025 New
$20.6B
$234 Million 0.04% of portfolio
3,774
Q1 2025 Added 1.15%
$54.7B
$240 Million 0.04% of portfolio
983
Q1 2025 Added 1.97%
$47.1B
$209 Million 0.04% of portfolio
5,009
Q1 2025 New
$54.8B
$237 Million 0.04% of portfolio
1,156
Q1 2025 Added 2.57%
$76.1B
$224 Million 0.04% of portfolio
3,430
Q1 2025 Reduced 5.2%
$19.5B
$214 Million 0.04% of portfolio
647
Q1 2025 Added 1.41%
$22.6B
$202 Million 0.04% of portfolio
348
Q1 2025 New
$76.6B
$209 Million 0.04% of portfolio
151
Q1 2025 New
$44.5B
$214 Million 0.04% of portfolio
3,407
Q1 2025 New
$41.4B
$224 Million 0.04% of portfolio
715
Q1 2025 Added 3.77%
$70.2B
$212 Million 0.04% of portfolio
495
Q1 2025 Added 6.0%
$71.7B
$225 Million 0.04% of portfolio
888
Q1 2025 New
$10.8B
$137 Million 0.03% of portfolio
15,715
Q4 2024 Reduced 0.38%
$39.5B
$143 Million 0.03% of portfolio
14,208
Q1 2025 Added 28.17%

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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