Catalyst Private Wealth, LLC Portfolio Holdings
Catalyst Private Wealth, LLC
- $174 Million
- Q2 2025
Catalyst Private Wealth, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $174 Million distributed in 79 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 $28M, Ishares Core S&P Total U.S. St with a value of $23.4M, Ishares Tr with a value of $10.6M, Affirm Holdings, Inc. with a value of $9.41M, and Door Dash, Inc. with a value of $8.94M.
Examining the 13F form we can see an increase of $20.5M in the current position value, from $154M to 174M.
Below you can find more details about Catalyst Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$174 Million
ETFs: $119 Million
Technology: $29.1 Million
Communication Services: $17.8 Million
Financial Services: $3.42 Million
Consumer Cyclical: $2.73 Million
Consumer Defensive: $1.28 Million
Healthcare: $709,000
Industrials: $446,000
Other: $15,000