Catalyst Private Wealth, LLC Portfolio Holdings
Catalyst Private Wealth, LLC
- $165 Million
- Q4 2024
Catalyst Private Wealth, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $165 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $27.6M, Ishares Core S&P 500 ETF with a value of $16.9M, Affirm Holdings, Inc. with a value of $9.4M, Door Dash, Inc. with a value of $6.66M, and Dimensional ETF Tr with a value of $6.18M.
Examining the 13F form we can see an increase of $1.13M in the current position value, from $164M to 165M.
Below you can find more details about Catalyst Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$165 Million
ETFs: $112 Million
Technology: $31.2 Million
Communication Services: $13.5 Million
Consumer Cyclical: $3.46 Million
Financial Services: $2.88 Million
Consumer Defensive: $994,000
Healthcare: $632,000
Industrials: $385,000
Other: $48,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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