Catalyst Private Wealth, LLC Portfolio Holdings
Catalyst Private Wealth, LLC
- $164 Million
- Q3 2024
Catalyst Private Wealth, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $164 Million distributed in 82 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 $26.6M, Ishares Core S&P 500 ETF with a value of $16.9M, Door Dash, Inc. with a value of $11.1M, Affirm Holdings, Inc. with a value of $6.9M, and Dimensional ETF Tr with a value of $6.4M.
Examining the 13F form we can see an increase of $19.1M in the current position value, from $145M to 164M.
Below you can find more details about Catalyst Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$164 Million
ETFs: $110 Million
Technology: $28.8 Million
Communication Services: $17.3 Million
Consumer Cyclical: $3.4 Million
Financial Services: $2.74 Million
Consumer Defensive: $742,000
Healthcare: $667,000
Industrials: $421,000
Other: $60,000
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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