Catalyst Private Wealth, LLC Portfolio Holdings
Catalyst Private Wealth, LLC
- $145 Million
- Q2 2024
Catalyst Private Wealth, LLC has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $145 Million distributed in 80 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 $22.3M, Ishares Core S&P 500 ETF with a value of $15.2M, Door Dash, Inc. with a value of $8.81M, Dimensional ETF Tr with a value of $5.55M, and Vanguard Growth ETF with a value of $5.15M.
Examining the 13F form we can see an increase of $2.33M in the current position value, from $143M to 145M.
Below you can find more details about Catalyst Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$145 Million
ETFs: $96.7 Million
Technology: $26.2 Million
Communication Services: $14.5 Million
Consumer Cyclical: $3.38 Million
Financial Services: $2.55 Million
Consumer Defensive: $712,000
Healthcare: $644,000
Industrials: $336,000
Other: $55,000