Catalyst Financial Partners
Latest statistics and disclosures from Catalyst Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, STT, IEFA, IJR, IJH, and represent 43.15% of Catalyst Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$8.0M), IVV, NVDA, HTRB, VTEB, IEMG, MSFT, SGOV, CVX, EVTR.
- Started 25 new stock positions in NDMO, RVMD, BKR, SGOV, FIX, URI, ENB, EBAY, FDX, DD.
- Reduced shares in these 10 stocks: STT (-$186M), MUB, IJR, VUG, OMFL, VV, AGG, , , TAXX.
- Sold out of its positions in ANSS, AXON, FIS, HES, OMFL, IYW, KR, UPS, VV, VUG. ESGR.
- Catalyst Financial Partners was a net seller of stock by $-164M.
- Catalyst Financial Partners has $829M in assets under management (AUM), dropping by -9.50%.
- Central Index Key (CIK): 0001927537
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Portfolio Holdings for Catalyst Financial Partners
Catalyst Financial Partners holds 316 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 14.7 | $122M | +2% | 182k | 669.30 |
|
| State Street Corporation (STT) | 14.6 | $121M | -60% | 1.0M | 116.01 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.8 | $57M | +16% | 648k | 87.31 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.6 | $30M | -5% | 249k | 118.83 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.5 | $29M | 445k | 65.26 |
|
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| Apple (AAPL) | 3.1 | $26M | 102k | 254.63 |
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| NVIDIA Corporation (NVDA) | 3.1 | $26M | +10% | 138k | 186.58 |
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| Microsoft Corporation (MSFT) | 2.8 | $23M | +2% | 45k | 517.95 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.7 | $23M | -2% | 227k | 100.25 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 2.5 | $21M | +8% | 610k | 34.29 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.2 | $18M | 27k | 666.19 |
|
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| Performant Finl (PHLT) | 2.0 | $17M | 2.2M | 7.73 |
|
|
| Ishares Core Msci Emkt (IEMG) | 1.8 | $15M | +5% | 222k | 65.92 |
|
| Amazon (AMZN) | 1.5 | $12M | +2% | 55k | 219.57 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $8.4M | 35k | 243.55 |
|
|
| Broadcom (AVGO) | 1.0 | $8.1M | +4% | 25k | 329.91 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $7.9M | -19% | 74k | 106.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $7.9M | +2% | 32k | 243.10 |
|
| Meta Platforms Cl A (META) | 0.9 | $7.2M | +2% | 9.8k | 734.38 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.8 | $7.0M | +7% | 95k | 73.73 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $6.5M | 21k | 315.43 |
|
|
| Tesla Motors (TSLA) | 0.6 | $5.3M | +9% | 12k | 444.72 |
|
| UFP Technologies (UFPT) | 0.6 | $5.3M | 27k | 199.60 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.3M | 11k | 502.74 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $5.0M | 53k | 93.37 |
|
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| Johnson & Johnson (JNJ) | 0.5 | $4.1M | +2% | 22k | 185.42 |
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| Procter & Gamble Company (PG) | 0.5 | $4.0M | 26k | 153.65 |
|
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| Eli Lilly & Co. (LLY) | 0.5 | $3.9M | 5.2k | 763.00 |
|
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| Kimberly-Clark Corporation (KMB) | 0.4 | $3.5M | 28k | 124.34 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.5M | 11k | 328.17 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $3.4M | +47% | 68k | 50.07 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.3M | 30k | 112.75 |
|
|
| Visa Com Cl A (V) | 0.4 | $3.2M | 9.4k | 341.38 |
|
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| Abbvie (ABBV) | 0.4 | $3.1M | +2% | 13k | 231.54 |
|
| Netflix (NFLX) | 0.3 | $2.8M | 2.3k | 1198.92 |
|
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| Wal-Mart Stores (WMT) | 0.3 | $2.8M | +2% | 27k | 103.06 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $2.6M | 27k | 96.55 |
|
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| Costco Wholesale Corporation (COST) | 0.3 | $2.4M | +2% | 2.6k | 925.63 |
|
| Philip Morris International (PM) | 0.3 | $2.4M | +2% | 15k | 162.21 |
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| Caterpillar (CAT) | 0.3 | $2.2M | 4.7k | 477.15 |
|
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| Oracle Corporation (ORCL) | 0.3 | $2.1M | +3% | 7.5k | 281.24 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.1M | +4% | 3.7k | 568.81 |
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| Home Depot (HD) | 0.2 | $2.0M | +2% | 5.0k | 405.19 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $2.0M | 31k | 65.01 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $1.9M | +2% | 6.3k | 300.82 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.9M | +2% | 11k | 167.33 |
|
| Chevron Corporation (CVX) | 0.2 | $1.8M | +43% | 12k | 155.29 |
|
| Bank of America Corporation (BAC) | 0.2 | $1.8M | 35k | 51.59 |
|
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| UnitedHealth (UNH) | 0.2 | $1.8M | +26% | 5.2k | 345.30 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $1.8M | +23% | 52k | 34.17 |
|
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.2 | $1.7M | +43% | 54k | 30.88 |
|
| Qualcomm (QCOM) | 0.2 | $1.7M | 10k | 166.36 |
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| Cisco Systems (CSCO) | 0.2 | $1.7M | 24k | 68.42 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.6M | 4.4k | 374.25 |
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| Coca-Cola Company (KO) | 0.2 | $1.6M | 24k | 66.32 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.6M | 29k | 54.18 |
|
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| International Business Machines (IBM) | 0.2 | $1.5M | 5.5k | 282.16 |
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| Akamai Technologies (AKAM) | 0.2 | $1.5M | 20k | 75.76 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.4M | +10% | 7.9k | 182.42 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.4M | 6.7k | 215.79 |
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|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | 23k | 59.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.3M | +5% | 5.6k | 241.96 |
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| salesforce (CRM) | 0.2 | $1.3M | 5.5k | 237.00 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $1.3M | +3% | 14k | 95.47 |
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| Goldman Sachs (GS) | 0.2 | $1.3M | 1.6k | 796.35 |
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| Constellation Energy (CEG) | 0.2 | $1.3M | 3.9k | 329.07 |
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| Merck & Co (MRK) | 0.2 | $1.3M | +3% | 15k | 83.93 |
|
| Progressive Corporation (PGR) | 0.2 | $1.3M | +3% | 5.1k | 246.95 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | +2% | 6.8k | 183.73 |
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| Spdr Series Trust Bloomberg High Y (JNK) | 0.1 | $1.2M | +61% | 13k | 97.99 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.2M | +2% | 9.1k | 133.94 |
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| Lowe's Companies (LOW) | 0.1 | $1.2M | +3% | 4.7k | 251.31 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.2M | +2% | 7.5k | 158.96 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.2M | +4% | 7.4k | 161.79 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.2M | +4% | 3.9k | 303.89 |
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| Servicenow (NOW) | 0.1 | $1.2M | 1.3k | 920.28 |
|
|
| Applied Materials (AMAT) | 0.1 | $1.1M | 5.6k | 204.74 |
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| TJX Companies (TJX) | 0.1 | $1.1M | 7.7k | 144.54 |
|
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| Blackrock (BLK) | 0.1 | $1.1M | +5% | 939.00 | 1165.87 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.1M | -4% | 7.9k | 137.80 |
|
| Howmet Aerospace (HWM) | 0.1 | $1.1M | 5.5k | 196.23 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.1M | 13k | 83.82 |
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| Linde SHS (LIN) | 0.1 | $1.1M | 2.2k | 475.00 |
|
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $1.0M | 14k | 74.37 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.0M | 8.4k | 120.72 |
|
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| At&t (T) | 0.1 | $1.0M | +6% | 36k | 28.24 |
|
| Intel Corporation (INTC) | 0.1 | $1.0M | +4% | 30k | 33.55 |
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| Trane Technologies SHS (TT) | 0.1 | $982k | 2.3k | 421.96 |
|
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| Intuitive Surgical Com New (ISRG) | 0.1 | $974k | -2% | 2.2k | 447.23 |
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| Ge Vernova (GEV) | 0.1 | $973k | +2% | 1.6k | 614.90 |
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| Uber Technologies (UBER) | 0.1 | $964k | +7% | 9.8k | 97.97 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $944k | +5% | 1.6k | 609.32 |
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| Jefferies Finl Group (JEF) | 0.1 | $940k | 14k | 65.42 |
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| Micron Technology (MU) | 0.1 | $936k | +5% | 5.6k | 167.32 |
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| Pepsi (PEP) | 0.1 | $932k | +19% | 6.6k | 140.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $930k | 3.7k | 254.28 |
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| Booking Holdings (BKNG) | 0.1 | $929k | 172.00 | 5399.27 |
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| American Express Company (AXP) | 0.1 | $927k | +3% | 2.8k | 332.16 |
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| Nextera Energy (NEE) | 0.1 | $924k | +8% | 12k | 75.49 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $893k | +5% | 1.8k | 485.02 |
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| Altria (MO) | 0.1 | $867k | +5% | 13k | 66.06 |
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| Verizon Communications (VZ) | 0.1 | $866k | 20k | 43.95 |
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| O'reilly Automotive (ORLY) | 0.1 | $862k | +2% | 8.0k | 107.81 |
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| Kla Corp Com New (KLAC) | 0.1 | $851k | 789.00 | 1078.60 |
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| Corning Incorporated (GLW) | 0.1 | $840k | +4% | 10k | 82.03 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $839k | 4.4k | 192.74 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $836k | -11% | 32k | 26.34 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $819k | 7.9k | 104.30 |
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| Amgen (AMGN) | 0.1 | $817k | +2% | 2.9k | 282.20 |
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| Intuit (INTU) | 0.1 | $802k | 1.2k | 682.91 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $801k | -7% | 2.9k | 273.65 |
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| Boston Scientific Corporation (BSX) | 0.1 | $798k | +2% | 8.2k | 97.63 |
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| Honeywell International (HON) | 0.1 | $796k | 3.8k | 210.50 |
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| Metropcs Communications (TMUS) | 0.1 | $784k | 3.3k | 239.38 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $777k | 3.8k | 206.51 |
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| Capital One Financial (COF) | 0.1 | $773k | +2% | 3.6k | 212.58 |
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| Stryker Corporation (SYK) | 0.1 | $759k | +2% | 2.1k | 369.67 |
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| McKesson Corporation (MCK) | 0.1 | $749k | +2% | 969.00 | 772.54 |
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| Automatic Data Processing (ADP) | 0.1 | $744k | 2.5k | 293.50 |
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| Deere & Company (DE) | 0.1 | $742k | 1.6k | 457.26 |
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| Norfolk Southern (NSC) | 0.1 | $741k | +6% | 2.5k | 300.41 |
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| Union Pacific Corporation (UNP) | 0.1 | $740k | 3.1k | 236.37 |
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| Danaher Corporation (DHR) | 0.1 | $723k | -2% | 3.6k | 198.26 |
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| Wabtec Corporation (WAB) | 0.1 | $718k | 3.6k | 200.47 |
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| Walt Disney Company (DIS) | 0.1 | $716k | +6% | 6.3k | 114.50 |
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| Chubb (CB) | 0.1 | $713k | +3% | 2.5k | 282.25 |
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| S&p Global (SPGI) | 0.1 | $711k | 1.5k | 486.71 |
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| Amphenol Corp Cl A (APH) | 0.1 | $708k | 5.7k | 123.75 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $692k | 1.2k | 600.37 |
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| Williams Companies (WMB) | 0.1 | $670k | 11k | 63.35 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $669k | +2% | 5.4k | 123.75 |
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| Cintas Corporation (CTAS) | 0.1 | $664k | 3.2k | 205.26 |
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| Ameriprise Financial (AMP) | 0.1 | $658k | 1.3k | 491.25 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $655k | 3.5k | 186.49 |
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| General Dynamics Corporation (GD) | 0.1 | $646k | 1.9k | 341.00 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $641k | +4% | 1.8k | 352.75 |
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| ConocoPhillips (COP) | 0.1 | $641k | 6.8k | 94.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $634k | 1.0k | 612.38 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $624k | 4.4k | 142.10 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $620k | -5% | 9.9k | 62.47 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $615k | +4% | 4.6k | 133.90 |
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| Analog Devices (ADI) | 0.1 | $615k | +2% | 2.5k | 245.70 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $611k | 1.2k | 490.38 |
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| Dominion Resources (D) | 0.1 | $610k | +11% | 10k | 61.17 |
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| Citigroup Com New (C) | 0.1 | $608k | +6% | 6.0k | 101.50 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $605k | NEW | 6.0k | 100.70 |
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| CSX Corporation (CSX) | 0.1 | $593k | 17k | 35.51 |
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| Arista Networks Com Shs (ANET) | 0.1 | $585k | +4% | 4.0k | 145.71 |
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| Air Products & Chemicals (APD) | 0.1 | $580k | 2.1k | 272.72 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $577k | +5% | 2.6k | 219.53 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $577k | 8.5k | 67.51 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $564k | -6% | 11k | 53.40 |
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| Cummins (CMI) | 0.1 | $561k | +68% | 1.3k | 422.37 |
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| Vistra Energy (VST) | 0.1 | $548k | +2% | 2.8k | 195.92 |
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| Illinois Tool Works (ITW) | 0.1 | $541k | 2.1k | 260.76 |
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| Medtronic SHS (MDT) | 0.1 | $536k | 5.6k | 95.24 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $536k | -19% | 2.2k | 246.60 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $531k | -2% | 5.0k | 106.78 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $526k | -17% | 21k | 25.71 |
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| Gilead Sciences (GILD) | 0.1 | $523k | +4% | 4.7k | 111.00 |
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| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.1 | $515k | NEW | 10k | 51.45 |
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| Waste Management (WM) | 0.1 | $511k | -3% | 2.3k | 220.83 |
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| Intercontinental Exchange (ICE) | 0.1 | $509k | +2% | 3.0k | 168.48 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $508k | 7.5k | 68.08 |
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| Quanta Services (PWR) | 0.1 | $508k | 1.2k | 414.42 |
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| Boeing Company (BA) | 0.1 | $507k | +20% | 2.3k | 215.83 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $503k | 5.6k | 89.13 |
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| Starbucks Corporation (SBUX) | 0.1 | $503k | 5.9k | 84.60 |
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| American Intl Group Com New (AIG) | 0.1 | $502k | 6.4k | 78.54 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $501k | +3% | 11k | 45.21 |
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| Fastenal Company (FAST) | 0.1 | $500k | +5% | 10k | 49.04 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $496k | 2.8k | 176.81 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $494k | 1.7k | 293.74 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $494k | -4% | 989.00 | 499.21 |
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| L3harris Technologies (LHX) | 0.1 | $489k | +2% | 1.6k | 305.41 |
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| Ishares Tr Global 100 Etf (IOO) | 0.1 | $485k | 4.0k | 120.01 |
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| Cme (CME) | 0.1 | $483k | 1.8k | 270.19 |
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| Cadence Design Systems (CDNS) | 0.1 | $476k | +3% | 1.4k | 351.26 |
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| Palo Alto Networks (PANW) | 0.1 | $468k | +8% | 2.3k | 203.62 |
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| Pfizer (PFE) | 0.1 | $457k | +6% | 18k | 25.48 |
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| Exelon Corporation (EXC) | 0.1 | $452k | 10k | 45.01 |
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| Ingersoll Rand (IR) | 0.1 | $452k | +2% | 5.5k | 82.62 |
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| Aon Shs Cl A (AON) | 0.1 | $450k | -6% | 1.3k | 356.58 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $443k | +40% | 7.7k | 57.52 |
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| Hartford Financial Services (HIG) | 0.1 | $438k | 3.3k | 133.38 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $436k | -4% | 1.1k | 391.64 |
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| Valero Energy Corporation (VLO) | 0.1 | $430k | +8% | 2.5k | 170.26 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $424k | 10k | 42.37 |
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| Fortinet (FTNT) | 0.1 | $422k | -4% | 5.0k | 84.08 |
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| Prologis (PLD) | 0.1 | $421k | +8% | 3.7k | 114.52 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $420k | +4% | 2.5k | 170.85 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $417k | -2% | 699.00 | 596.03 |
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| Globalstar Com New (GSAT) | 0.1 | $417k | 11k | 36.39 |
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| Equinix (EQIX) | 0.1 | $415k | +4% | 530.00 | 783.24 |
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| Fiserv (FI) | 0.0 | $408k | -3% | 3.2k | 128.93 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $407k | 5.9k | 68.58 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $406k | -24% | 13k | 31.42 |
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| Hca Holdings (HCA) | 0.0 | $405k | +2% | 951.00 | 426.20 |
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| Synopsys (SNPS) | 0.0 | $403k | +45% | 817.00 | 493.39 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $398k | 1.2k | 323.58 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $394k | -7% | 2.0k | 194.50 |
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| Paychex (PAYX) | 0.0 | $392k | +3% | 3.1k | 126.78 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $385k | -5% | 822.00 | 468.41 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $384k | 506.00 | 758.15 |
|
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| Emerson Electric (EMR) | 0.0 | $380k | +4% | 2.9k | 131.16 |
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| MetLife (MET) | 0.0 | $376k | 4.6k | 82.37 |
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| Welltower Inc Com reit (WELL) | 0.0 | $375k | +5% | 2.1k | 178.14 |
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| General Motors Company (GM) | 0.0 | $375k | +2% | 6.1k | 60.97 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $374k | +2% | 3.4k | 109.95 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.0 | $370k | +3% | 4.7k | 78.34 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $370k | +2% | 4.9k | 75.39 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $369k | -3% | 1.8k | 201.53 |
|
| Bondbloxx Etf Trust Ir M Taxaware (TAXX) | 0.0 | $366k | -41% | 7.2k | 50.98 |
|
| 3M Company (MMM) | 0.0 | $366k | 2.4k | 155.18 |
|
|
| Southern Company (SO) | 0.0 | $365k | +2% | 3.8k | 94.77 |
|
| EQT Corporation (EQT) | 0.0 | $364k | 6.7k | 54.43 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $355k | +5% | 7.4k | 48.33 |
|
| SYSCO Corporation (SYY) | 0.0 | $351k | 4.3k | 82.34 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $350k | 469.00 | 746.63 |
|
|
| American Tower Reit (AMT) | 0.0 | $349k | -10% | 1.8k | 192.32 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $349k | +5% | 2.2k | 158.10 |
|
| Travelers Companies (TRV) | 0.0 | $343k | 1.2k | 279.22 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $335k | +6% | 4.0k | 84.31 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $335k | 6.0k | 55.71 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $334k | +2% | 965.00 | 346.26 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $329k | -8% | 7.3k | 45.10 |
|
| Autodesk (ADSK) | 0.0 | $325k | +3% | 1.0k | 317.67 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $324k | +21% | 5.5k | 59.20 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $318k | +2% | 1.2k | 259.44 |
|
| AFLAC Incorporated (AFL) | 0.0 | $310k | 2.8k | 111.70 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $309k | 998.00 | 309.74 |
|
|
| PNC Financial Services (PNC) | 0.0 | $307k | +7% | 1.5k | 200.93 |
|
| Zoetis Cl A (ZTS) | 0.0 | $307k | -4% | 2.1k | 146.32 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $305k | +13% | 4.7k | 65.00 |
|
| Cigna Corp (CI) | 0.0 | $300k | -6% | 1.0k | 288.25 |
|
| Simon Property (SPG) | 0.0 | $291k | +2% | 1.6k | 187.67 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $291k | -12% | 1.0k | 279.29 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $290k | NEW | 404.00 | 718.54 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $290k | +6% | 7.4k | 39.22 |
|
| Monster Beverage Corp (MNST) | 0.0 | $288k | +3% | 4.3k | 67.31 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $288k | +3% | 1.1k | 260.44 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $285k | -2% | 6.7k | 42.79 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $285k | 623.00 | 457.29 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $284k | +2% | 445.00 | 638.89 |
|
| Roper Industries (ROP) | 0.0 | $284k | -12% | 569.00 | 498.69 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $282k | 1.4k | 203.59 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $280k | 2.9k | 96.49 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $279k | +4% | 1.5k | 187.17 |
|
| Ecolab (ECL) | 0.0 | $277k | 1.0k | 273.86 |
|
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $275k | 7.5k | 36.55 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $274k | 889.00 | 307.62 |
|
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $272k | 2.5k | 110.47 |
|
|
| Hubbell (HUBB) | 0.0 | $272k | 632.00 | 430.31 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $267k | +2% | 4.0k | 67.06 |
|
| Synchrony Financial (SYF) | 0.0 | $265k | 3.7k | 71.05 |
|
|
| Diamedica Therapeutics Com New (DMAC) | 0.0 | $264k | 39k | 6.87 |
|
|
| Eversource Energy (ES) | 0.0 | $263k | 3.7k | 71.14 |
|
|
| Moody's Corporation (MCO) | 0.0 | $262k | +3% | 549.00 | 476.48 |
|
| Goldman Sachs Etf Tr Access Hig Yld (GHYB) | 0.0 | $261k | 5.7k | 45.87 |
|
|
| Nike CL B (NKE) | 0.0 | $258k | +17% | 3.7k | 69.73 |
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.0 | $256k | 5.8k | 44.00 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $255k | -23% | 3.8k | 67.83 |
|
| Phillips 66 (PSX) | 0.0 | $254k | +7% | 1.9k | 136.02 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $253k | -11% | 6.5k | 39.19 |
|
| Tractor Supply Company (TSCO) | 0.0 | $250k | 4.4k | 56.87 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $249k | -3% | 3.1k | 79.94 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $249k | 10k | 24.56 |
|
|
| Ametek (AME) | 0.0 | $248k | 1.3k | 188.00 |
|
|
| Corteva (CTVA) | 0.0 | $247k | 3.7k | 67.63 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $246k | 4.1k | 59.70 |
|
|
| Humana (HUM) | 0.0 | $244k | NEW | 938.00 | 260.17 |
|
| Kinder Morgan (KMI) | 0.0 | $243k | +10% | 8.6k | 28.31 |
|
| Assurant (AIZ) | 0.0 | $240k | 1.1k | 216.60 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $240k | 1.9k | 126.04 |
|
|
| ResMed (RMD) | 0.0 | $237k | 867.00 | 273.73 |
|
|
| Enbridge (ENB) | 0.0 | $237k | NEW | 4.7k | 50.46 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $237k | 9.0k | 26.30 |
|
|
| Electronic Arts (EA) | 0.0 | $236k | NEW | 1.2k | 201.70 |
|
| AutoZone (AZO) | 0.0 | $236k | 55.00 | 4290.24 |
|
|
| Sempra Energy (SRE) | 0.0 | $236k | NEW | 2.6k | 89.98 |
|
| Allstate Corporation (ALL) | 0.0 | $234k | +3% | 1.1k | 214.65 |
|
| American Electric Power Company (AEP) | 0.0 | $231k | +6% | 2.1k | 112.50 |
|
| Anthem (ELV) | 0.0 | $231k | -41% | 714.00 | 323.12 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $229k | NEW | 970.00 | 236.06 |
|
| Nrg Energy Com New (NRG) | 0.0 | $228k | +4% | 1.4k | 161.95 |
|
| Dupont De Nemours (DD) | 0.0 | $228k | NEW | 2.9k | 77.90 |
|
| Digital Realty Trust (DLR) | 0.0 | $228k | +3% | 1.3k | 172.88 |
|
| Devon Energy Corporation (DVN) | 0.0 | $226k | 6.5k | 35.06 |
|
|
| Revolution Medicines (RVMD) | 0.0 | $226k | NEW | 4.8k | 46.70 |
|
| Martin Marietta Materials (MLM) | 0.0 | $225k | NEW | 357.00 | 630.28 |
|
| D.R. Horton (DHI) | 0.0 | $223k | NEW | 1.3k | 169.47 |
|
| Voya Financial (VOYA) | 0.0 | $218k | -2% | 2.9k | 74.80 |
|
| FedEx Corporation (FDX) | 0.0 | $217k | NEW | 922.00 | 235.81 |
|
| First Tr Exchange-traded SHS (FDL) | 0.0 | $217k | 5.0k | 43.41 |
|
|
| Doordash Cl A (DASH) | 0.0 | $217k | NEW | 796.00 | 271.99 |
|
| Comfort Systems USA (FIX) | 0.0 | $216k | NEW | 262.00 | 825.18 |
|
| Rockwell Automation (ROK) | 0.0 | $216k | 618.00 | 349.53 |
|
|
| Yum! Brands (YUM) | 0.0 | $216k | 1.4k | 152.00 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $215k | NEW | 622.00 | 345.45 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $214k | +6% | 11k | 19.53 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $214k | NEW | 4.7k | 45.72 |
|
| Kkr & Co (KKR) | 0.0 | $213k | NEW | 1.6k | 129.95 |
|
| Realty Income (O) | 0.0 | $211k | -5% | 3.5k | 60.79 |
|
| United Rentals (URI) | 0.0 | $210k | NEW | 220.00 | 954.66 |
|
| CF Industries Holdings (CF) | 0.0 | $208k | 2.3k | 89.70 |
|
|
| NetApp (NTAP) | 0.0 | $208k | NEW | 1.8k | 118.46 |
|
| Ford Motor Company (F) | 0.0 | $206k | +2% | 17k | 11.96 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $205k | NEW | 899.00 | 227.73 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $205k | NEW | 2.2k | 91.42 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $203k | -4% | 154.00 | 1318.02 |
|
| eBay (EBAY) | 0.0 | $201k | NEW | 2.2k | 90.95 |
|
| Microchip Technology (MCHP) | 0.0 | $201k | +3% | 3.1k | 64.22 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $200k | NEW | 4.1k | 48.72 |
|
| Acumen Pharmaceuticals (ABOS) | 0.0 | $153k | 90k | 1.71 |
|
|
| Snap Cl A (SNAP) | 0.0 | $121k | 16k | 7.71 |
|
|
| Nuveen Dynamic Mun Opportuni Com Shs (NDMO) | 0.0 | $108k | NEW | 10k | 10.39 |
|
Past Filings by Catalyst Financial Partners
SEC 13F filings are viewable for Catalyst Financial Partners going back to 2022
- Catalyst Financial Partners 2025 Q3 filed Nov. 12, 2025
- Catalyst Financial Partners 2025 Q2 filed Aug. 14, 2025
- Catalyst Financial Partners 2025 Q1 filed May 2, 2025
- Catalyst Financial Partners 2024 Q4 filed Jan. 30, 2025
- Catalyst Financial Partners 2024 Q3 filed Oct. 28, 2024
- Catalyst Financial Partners 2024 Q2 filed July 25, 2024
- Catalyst Financial Partners 2024 Q1 filed April 23, 2024
- Catalyst Financial Partners 2023 Q4 filed Feb. 7, 2024
- Catalyst Financial Partners 2023 Q3 filed Oct. 26, 2023
- Catalyst Financial Partners 2023 Q2 filed Aug. 2, 2023
- Catalyst Financial Partners 2023 Q1 filed April 11, 2023
- Catalyst Financial Partners 2022 Q4 filed Jan. 19, 2023