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
$142B
$705 Million 0.13% of portfolio
3,330
Q1 2025 Added 0.12%
$199B
$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%
$106B
$698 Million 0.13% of portfolio
11,625
Q1 2025 Added 1.23%
$160B
$708 Million 0.13% of portfolio
9,722
Q1 2025 Added 23.27%
$157B
$693 Million 0.13% of portfolio
6,750
Q1 2025 Added 6.17%
$0
$681 Million 0.13% of portfolio
24,040
Q1 2025 Added 11.65%
$0
$696 Million 0.13% of portfolio
32,324
Q1 2025 New
$163B
$681 Million 0.13% of portfolio
1,340
Q1 2025 Added 5.26%
$93.4B
$655 Million 0.12% of portfolio
9,655
Q1 2025 Added 3.85%
$82.5B
$669 Million 0.12% of portfolio
29,469
Q1 2025 Added 12.6%
$68.5B
$630 Million 0.12% of portfolio
4,321
Q1 2025 Added 1.05%
-
$636 Million 0.12% of portfolio
-
Q2 2024 New
$177B
$672 Million 0.12% of portfolio
1,095
Q1 2025 Added 4.89%
$131B
$660 Million 0.12% of portfolio
1,361
Q1 2025 Added 20.98%
$0
$673 Million 0.12% of portfolio
7,254
Q1 2025 Reduced 1.04%
$125B
$676 Million 0.12% of portfolio
2,212
Q1 2025 Added 3.95%
$21.5B
$657 Million 0.12% of portfolio
3,199
Q1 2025 Added 4.61%
$33.6B
$632 Million 0.12% of portfolio
3,485
Q1 2025 Added 0.37%
$50.3B
$650 Million 0.12% of portfolio
1,342
Q1 2025 Added 0.15%
$60.1B
$639 Million 0.12% of portfolio
2,168
Q1 2025 Added 3.83%
$0
$600 Million 0.11% of portfolio
4,469
Q4 2024 Reduced 18.95%
Bondbloxx ETF Trust
-
$616 Million 0.11% of portfolio
-
Q3 2024 New
$71.4B
$612 Million 0.11% of portfolio
10,236
Q1 2025 Added 1.35%
$94B
$621 Million 0.11% of portfolio
5,090
Q1 2025 Added 1.76%
$95.8B
$586 Million 0.11% of portfolio
2,530
Q1 2025 Added 24.08%
$151B
$600 Million 0.11% of portfolio
16,273
Q1 2025 Reduced 9.04%
$119B
$587 Million 0.11% of portfolio
1,943
Q1 2025 Added 3.46%
$102B
$622 Million 0.11% of portfolio
924
Q1 2025 Added 1.54%
$166B
$577 Million 0.11% of portfolio
5,850
Q1 2025 Added 2.49%
$0
$530 Million 0.1% of portfolio
1,668
Q1 2025 Reduced 58.14%
$0
$550 Million 0.1% of portfolio
2,479
Q1 2025 Reduced 13.44%
$141B
$564 Million 0.1% of portfolio
1,515
Q1 2025 Added 4.48%
$97.4B
$559 Million 0.1% of portfolio
5,698
Q1 2025 Added 7.67%
$113B
$551 Million 0.1% of portfolio
5,242
Q1 2025 Reduced 4.88%
$233B
$539 Million 0.1% of portfolio
6,382
Q1 2025 Added 15.05%
$62B
$541 Million 0.1% of portfolio
6,224
Q1 2025 Added 1.27%
$0
$565 Million 0.1% of portfolio
1,099
Q1 2025 Added 10.34%
$99.6B
$530 Million 0.1% of portfolio
780
Q1 2025 Added 3.31%
$73.7B
$568 Million 0.1% of portfolio
2,291
Q1 2025 Added 20.39%
$100B
$558 Million 0.1% of portfolio
2,769
Q1 2025 Added 20.03%
$0
$509 Million 0.09% of portfolio
11,657
Q1 2025 Added 31.26%
$105B
$484 Million 0.09% of portfolio
2,224
Q1 2025 Added 25.93%
$83.7B
$477 Million 0.09% of portfolio
5,485
Q1 2025 Added 2.95%
$73.4B
$479 Million 0.09% of portfolio
1,200
Q1 2025 Added 2.56%
$0
$497 Million 0.09% of portfolio
2,875
Q1 2025 Added 21.51%
$51.9B
$496 Million 0.09% of portfolio
2,096
Q1 2025 Reduced 1.32%
$137B
$504 Million 0.09% of portfolio
19,874
Q1 2025 Added 13.46%
$107B
$509 Million 0.09% of portfolio
8,351
Q1 2025 Added 8.33%

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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