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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.3 Billion 0.24% of portfolio
6,702
Q1 2025 Added 1.15%
$216B
$1.24 Billion 0.23% of portfolio
13,763
Q1 2025 Reduced 16.73%
$177B
$1.25 Billion 0.23% of portfolio
6,962
Q1 2025 Reduced 0.01%
$217B
$1.24 Billion 0.23% of portfolio
4,977
Q1 2025 Added 3.3%
$117B
$1.16 Billion 0.21% of portfolio
4,277
Q1 2025 Added 1.06%
$235B
$1.16 Billion 0.21% of portfolio
3,729
Q1 2025 Added 5.1%
$220B
$1.15 Billion 0.21% of portfolio
5,767
Q1 2025 Added 4.42%
$0
$1.1 Billion 0.2% of portfolio
10,444
Q1 2025 Reduced 21.6%
$229B
$1.11 Billion 0.2% of portfolio
8,332
Q1 2025 Added 4.99%
$0
$1.01 Billion 0.19% of portfolio
13,735
Q1 2025 Added 1.1%
$0
$1.06 Billion 0.19% of portfolio
5,302
Q1 2025 Added 1.05%
$0
$1.05 Billion 0.19% of portfolio
23,267
Q1 2025 Added 13.84%
$139B
$968 Million 0.18% of portfolio
4,150
Q1 2025 Added 2.27%
$168B
$956 Million 0.18% of portfolio
1,922
Q1 2025 Added 3.89%
$379B
$951 Million 0.18% of portfolio
6,804
Q1 2025 Added 2.72%
$0
$955 Million 0.18% of portfolio
8,234
Q1 2025 Added 0.1%
$148B
$994 Million 0.18% of portfolio
12,701
Q1 2025 Added 3.53%
$193B
$931 Million 0.17% of portfolio
1,169
Q1 2025 Added 0.69%
$0
$901 Million 0.17% of portfolio
4,272
Q1 2025 Added 54.34%
$0
$916 Million 0.17% of portfolio
18,013
Q1 2025 Added 2.19%
Linde PLC
-
$947 Million 0.17% of portfolio
-
Q1 2025 Added 2.62%
$188B
$901 Million 0.17% of portfolio
2,888
Q1 2025 Added 8.57%
$197B
$902 Million 0.17% of portfolio
31,878
Q1 2025 Added 1.73%
$0
$880 Million 0.16% of portfolio
39,870
Q1 2025 Added 48.82%
$133B
$891 Million 0.16% of portfolio
3,771
Q1 2025 Added 4.23%
$0
$864 Million 0.16% of portfolio
30,274
Q1 2025 Added 4.33%
$307B
$851 Million 0.16% of portfolio
3,192
Q1 2025 Added 3.0%
$270B
$895 Million 0.16% of portfolio
12,473
Q1 2025 Added 14.42%
$156B
$808 Million 0.15% of portfolio
2,593
Q1 2025 Added 12.35%
Blackrock Inc
-
$823 Million 0.15% of portfolio
-
Q1 2025 Added 4.44%
$145B
$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%
$187B
$836 Million 0.15% of portfolio
5,578
Q1 2025 Added 5.23%
$196B
$802 Million 0.15% of portfolio
6,874
Q1 2025 Added 2.06%
$0
$827 Million 0.15% of portfolio
20,461
Q1 2025 Added 78.51%
$187B
$837 Million 0.15% of portfolio
1,532
Q1 2025 Added 3.37%
$131B
$820 Million 0.15% of portfolio
11,567
Q1 2025 Reduced 0.34%
$185B
$782 Million 0.14% of portfolio
17,242
Q1 2025 Added 0.36%
$130B
$741 Million 0.14% of portfolio
5,108
Q1 2025 Added 0.16%
$10.7B
$758 Million 0.14% of portfolio
14,144
Q1 2025 Added 0.3%
$57.6B
$750 Million 0.14% of portfolio
5,782
Q1 2025 Reduced 0.34%
$88.8B
$759 Million 0.14% of portfolio
2,254
Q1 2025 Added 1.12%
$88.9B
$781 Million 0.14% of portfolio
545
Q1 2025 Added 8.78%
$140B
$743 Million 0.14% of portfolio
1,584
Q1 2025 Added 5.25%
$0
$760 Million 0.14% of portfolio
3,988
Q1 2025 Reduced 10.7%
$202B
$779 Million 0.14% of portfolio
169
Q1 2025 Added 0.6%
$149B
$759 Million 0.14% of portfolio
6,231
Q1 2025 Added 3.44%
$74.9B
$777 Million 0.14% of portfolio
1,518
Q1 2025 Added 3.48%
$74B
$739 Million 0.14% of portfolio
3,663
Q1 2025 Reduced 2.45%

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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