Catalyst Financial Partners
Latest statistics and disclosures from Catalyst Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, IJR, IJH, AAPL, and represent 39.52% of Catalyst Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: HTRB (+$9.1M), IVV, PG, IEFA, IJR, IWV, IJH, BLK, IWR, NVDA.
- Started 13 new stock positions in PLTR, HTRB, ANSS, IWV, HPE, Arista Networks, SPDW, DFS, BLK, HLT. VTEB, SYF, LRCX.
- Reduced shares in these 10 stocks: SCZ, IVE, , Lam Research Corporation, ANET, BND, MCHP, CVS, , JNJ.
- Sold out of its positions in ANET, BlackRock, CVS, CPAY, DHI, DVN, ECL, SCZ, Lam Research Corporation, MLM. MCHP, PSX, ZBRA.
- Catalyst Financial Partners was a net buyer of stock by $24M.
- Catalyst Financial Partners has $532M in assets under management (AUM), dropping by 4.05%.
- Central Index Key (CIK): 0001927537
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Portfolio Holdings for Catalyst Financial Partners
Catalyst Financial Partners holds 273 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 18.0 | $96M | +3% | 163k | 588.68 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.6 | $35M | +6% | 497k | 70.28 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 5.5 | $29M | +6% | 252k | 115.22 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.8 | $26M | +3% | 411k | 62.31 |
|
| Apple (AAPL) | 4.7 | $25M | +2% | 99k | 250.42 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.4 | $18M | +2% | 189k | 96.90 |
|
| Microsoft Corporation (MSFT) | 3.2 | $17M | +3% | 41k | 421.50 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $16M | +4% | 117k | 134.29 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $11M | +2% | 20k | 586.09 |
|
| Ishares Core Msci Emkt (IEMG) | 2.1 | $11M | 212k | 52.22 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.9 | $10M | +3% | 96k | 106.55 |
|
| Amazon (AMZN) | 1.9 | $9.9M | 45k | 219.39 |
|
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 1.7 | $9.1M | NEW | 272k | 33.33 |
|
| UFP Technologies (UFPT) | 1.2 | $6.5M | 27k | 244.51 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $6.1M | 32k | 190.44 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $5.5M | 29k | 189.30 |
|
|
| Procter & Gamble Company (PG) | 1.0 | $5.3M | +83% | 32k | 167.65 |
|
| Broadcom (AVGO) | 0.9 | $4.9M | +5% | 21k | 231.84 |
|
| Meta Platforms Cl A (META) | 0.9 | $4.9M | +3% | 8.4k | 585.51 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $4.6M | 19k | 239.71 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $4.3M | +2% | 9.6k | 453.28 |
|
| Tesla Motors (TSLA) | 0.8 | $4.1M | +12% | 10k | 403.84 |
|
| Johnson & Johnson (JNJ) | 0.8 | $4.1M | -5% | 29k | 144.62 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $3.8M | 4.9k | 772.00 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.7 | $3.7M | 28k | 131.04 |
|
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.6 | $3.4M | +14% | 50k | 68.00 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $3.1M | +4% | 29k | 107.57 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $3.1M | -3% | 40k | 75.61 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $2.9M | +9% | 10k | 289.82 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $2.8M | +35% | 32k | 88.40 |
|
| Visa Com Cl A (V) | 0.5 | $2.8M | +2% | 8.7k | 316.04 |
|
| Abbvie (ABBV) | 0.4 | $2.3M | +2% | 13k | 177.70 |
|
| UnitedHealth (UNH) | 0.4 | $2.3M | 4.5k | 505.86 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $2.1M | +2% | 23k | 90.35 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.0M | +2% | 2.1k | 916.27 |
|
| Old Republic International Corporation (ORI) | 0.3 | $1.8M | 51k | 36.19 |
|
|
| salesforce (CRM) | 0.3 | $1.7M | +4% | 5.2k | 334.33 |
|
| Home Depot (HD) | 0.3 | $1.7M | +3% | 4.5k | 388.99 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.7M | +2% | 3.3k | 526.57 |
|
| Philip Morris International (PM) | 0.3 | $1.7M | 14k | 120.35 |
|
|
| Caterpillar (CAT) | 0.3 | $1.7M | 4.7k | 362.76 |
|
|
| Merck & Co (MRK) | 0.3 | $1.6M | -2% | 17k | 99.48 |
|
| Netflix (NFLX) | 0.3 | $1.6M | +3% | 1.8k | 891.32 |
|
| Qualcomm (QCOM) | 0.3 | $1.6M | +2% | 11k | 153.62 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $1.6M | -10% | 31k | 52.16 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.4M | +15% | 13k | 105.48 |
|
| Eaton Corp SHS (ETN) | 0.3 | $1.4M | 4.2k | 331.87 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $1.4M | +9% | 32k | 43.95 |
|
| Coca-Cola Company (KO) | 0.3 | $1.3M | +4% | 22k | 62.26 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $1.3M | NEW | 4.0k | 334.25 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.3M | 7.0k | 187.51 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.3M | 6.6k | 195.83 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 11k | 115.72 |
|
|
| Cisco Systems (CSCO) | 0.2 | $1.3M | +4% | 21k | 59.20 |
|
| Servicenow (NOW) | 0.2 | $1.2M | 1.2k | 1060.12 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.2M | 5.2k | 220.96 |
|
|
| Chevron Corporation (CVX) | 0.2 | $1.1M | 7.8k | 144.84 |
|
|
| Progressive Corporation (PGR) | 0.2 | $1.1M | 4.7k | 239.61 |
|
|
| Jefferies Finl Group (JEF) | 0.2 | $1.1M | 14k | 78.40 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.1M | +5% | 6.6k | 166.64 |
|
| International Business Machines (IBM) | 0.2 | $1.1M | +5% | 4.8k | 219.83 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.0M | +7% | 3.5k | 289.89 |
|
| Lowe's Companies (LOW) | 0.2 | $1.0M | 4.1k | 246.80 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.0M | +3% | 1.9k | 521.96 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $977k | -24% | 14k | 71.91 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $966k | 8.2k | 117.48 |
|
|
| Thermo Fisher Scientific (TMO) | 0.2 | $962k | -3% | 1.9k | 520.23 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $936k | +9% | 2.7k | 351.79 |
|
| Ge Aerospace Com New (GE) | 0.2 | $921k | 5.5k | 166.79 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $908k | 12k | 74.01 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $900k | 20k | 44.04 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $898k | +4% | 7.9k | 113.11 |
|
| Blackrock (BLK) | 0.2 | $854k | NEW | 833.00 | 1025.11 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $853k | -66% | 4.5k | 190.88 |
|
| Danaher Corporation (DHR) | 0.2 | $851k | -2% | 3.7k | 229.55 |
|
| Goldman Sachs (GS) | 0.2 | $849k | +5% | 1.5k | 572.62 |
|
| Morgan Stanley Com New (MS) | 0.2 | $847k | 6.7k | 125.72 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $843k | +5% | 18k | 47.82 |
|
| Constellation Energy (CEG) | 0.2 | $840k | -2% | 3.8k | 223.71 |
|
| Booking Holdings (BKNG) | 0.2 | $835k | +3% | 168.00 | 4968.42 |
|
| Nextera Energy (NEE) | 0.2 | $832k | 12k | 71.69 |
|
|
| Applied Materials (AMAT) | 0.2 | $829k | +2% | 5.1k | 162.63 |
|
| Linde SHS (LIN) | 0.2 | $829k | 2.0k | 418.67 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $825k | 3.6k | 228.04 |
|
|
| Trane Technologies SHS (TT) | 0.2 | $823k | 2.2k | 369.35 |
|
|
| Pepsi (PEP) | 0.2 | $806k | -15% | 5.3k | 152.06 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $785k | -6% | 1.8k | 444.68 |
|
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.1 | $784k | +10% | 29k | 27.02 |
|
| Advanced Micro Devices (AMD) | 0.1 | $768k | 6.4k | 120.79 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $766k | +6% | 11k | 70.24 |
|
| Honeywell International (HON) | 0.1 | $751k | 3.3k | 225.89 |
|
|
| American Express Company (AXP) | 0.1 | $750k | 2.5k | 296.79 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $744k | +2% | 7.3k | 101.53 |
|
| TJX Companies (TJX) | 0.1 | $728k | +2% | 6.0k | 120.81 |
|
| At&t (T) | 0.1 | $714k | +21% | 31k | 22.77 |
|
| Ameriprise Financial (AMP) | 0.1 | $714k | 1.3k | 532.43 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $703k | 7.9k | 89.60 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $688k | -2% | 1.5k | 469.29 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $688k | -3% | 2.9k | 240.31 |
|
| Verizon Communications (VZ) | 0.1 | $687k | 17k | 39.99 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $684k | +2% | 3.1k | 220.73 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $671k | -2% | 18k | 37.53 |
|
| Wabtec Corporation (WAB) | 0.1 | $658k | 3.5k | 189.59 |
|
|
| Intuit (INTU) | 0.1 | $656k | +3% | 1.0k | 628.50 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $651k | +115% | 2.8k | 235.27 |
|
| Deere & Company (DE) | 0.1 | $638k | 1.5k | 423.70 |
|
|
| Boston Scientific Corporation (BSX) | 0.1 | $637k | +2% | 7.1k | 89.32 |
|
| Walt Disney Company (DIS) | 0.1 | $636k | +13% | 5.7k | 111.35 |
|
| Howmet Aerospace (HWM) | 0.1 | $635k | -19% | 5.8k | 109.37 |
|
| S&p Global (SPGI) | 0.1 | $634k | +4% | 1.3k | 498.03 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.1 | $629k | +13% | 22k | 29.22 |
|
| Automatic Data Processing (ADP) | 0.1 | $623k | 2.1k | 292.73 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $621k | +200% | 27k | 23.18 |
|
| Bondbloxx Etf Trust Ir M Taxaware (TAXX) | 0.1 | $613k | 12k | 50.37 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $606k | 2.1k | 290.04 |
|
|
| Amgen (AMGN) | 0.1 | $602k | -5% | 2.3k | 260.64 |
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| Altria (MO) | 0.1 | $601k | +2% | 12k | 52.29 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $597k | 4.3k | 139.50 |
|
|
| Fiserv (FI) | 0.1 | $595k | +2% | 2.9k | 205.42 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $595k | -5% | 8.6k | 68.94 |
|
| O'reilly Automotive (ORLY) | 0.1 | $594k | 501.00 | 1185.80 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $587k | -18% | 4.5k | 131.29 |
|
| CSX Corporation (CSX) | 0.1 | $567k | -13% | 18k | 32.27 |
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| Cintas Corporation (CTAS) | 0.1 | $559k | +3% | 3.1k | 182.70 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $555k | -3% | 9.3k | 59.73 |
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| Williams Companies (WMB) | 0.1 | $547k | 10k | 54.12 |
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| ConocoPhillips (COP) | 0.1 | $547k | +16% | 5.5k | 99.17 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $539k | -6% | 5.0k | 107.74 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $537k | +147% | 996.00 | 538.81 |
|
| Intel Corporation (INTC) | 0.1 | $525k | +12% | 26k | 20.05 |
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| Stryker Corporation (SYK) | 0.1 | $522k | +5% | 1.5k | 360.05 |
|
| Chubb (CB) | 0.1 | $519k | +3% | 1.9k | 276.30 |
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| McKesson Corporation (MCK) | 0.1 | $519k | +5% | 910.00 | 569.91 |
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| Incyte Corporation (INCY) | 0.1 | $518k | +2% | 7.5k | 69.07 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $516k | +45% | 1.0k | 511.40 |
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| Norfolk Southern (NSC) | 0.1 | $499k | -4% | 2.1k | 234.70 |
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| Analog Devices (ADI) | 0.1 | $490k | 2.3k | 212.46 |
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| Ingersoll Rand (IR) | 0.1 | $490k | -14% | 5.4k | 90.46 |
|
| Starbucks Corporation (SBUX) | 0.1 | $483k | -4% | 5.3k | 91.25 |
|
| Illinois Tool Works (ITW) | 0.1 | $483k | -3% | 1.9k | 253.56 |
|
| Uber Technologies (UBER) | 0.1 | $476k | 7.9k | 60.32 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $476k | +2% | 755.00 | 630.12 |
|
| Ge Vernova (GEV) | 0.1 | $475k | +2% | 1.4k | 328.93 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $470k | -7% | 8.5k | 55.45 |
|
| Fortinet (FTNT) | 0.1 | $468k | +3% | 4.9k | 94.48 |
|
| Pfizer (PFE) | 0.1 | $465k | -19% | 18k | 26.53 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $462k | +7% | 12k | 40.34 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $461k | 2.8k | 164.17 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $458k | -16% | 4.8k | 95.47 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $453k | 933.00 | 485.94 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $453k | +3% | 1.1k | 402.70 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $453k | 7.4k | 61.34 |
|
|
| Equinix (EQIX) | 0.1 | $450k | +4% | 477.00 | 942.89 |
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| Micron Technology (MU) | 0.1 | $448k | +6% | 5.3k | 84.16 |
|
| American Intl Group Com New (AIG) | 0.1 | $447k | 6.1k | 72.80 |
|
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| Bristol Myers Squibb (BMY) | 0.1 | $436k | +23% | 7.7k | 56.56 |
|
| Aon Shs Cl A (AON) | 0.1 | $420k | +7% | 1.2k | 359.16 |
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| Oneok (OKE) | 0.1 | $420k | +3% | 4.2k | 100.40 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $420k | NEW | 5.5k | 75.63 |
|
| Dominion Resources (D) | 0.1 | $414k | +10% | 7.7k | 53.86 |
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| Waste Management (WM) | 0.1 | $412k | +2% | 2.0k | 201.79 |
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| Hess (HES) | 0.1 | $409k | -5% | 3.1k | 133.01 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $408k | 716.00 | 569.58 |
|
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| Chipotle Mexican Grill (CMG) | 0.1 | $407k | +3% | 6.8k | 60.30 |
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| Ishares Tr Global 100 Etf (IOO) | 0.1 | $407k | 4.0k | 100.77 |
|
|
| Paychex (PAYX) | 0.1 | $404k | -2% | 2.9k | 140.24 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $401k | +60% | 2.4k | 169.30 |
|
| Arista Networks Com Shs | 0.1 | $396k | NEW | 3.6k | 110.53 |
|
| Cme (CME) | 0.1 | $384k | 1.7k | 232.23 |
|
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| Zoetis Cl A (ZTS) | 0.1 | $380k | +3% | 2.3k | 162.93 |
|
| Palo Alto Networks (PANW) | 0.1 | $377k | +130% | 2.1k | 181.96 |
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| Citigroup Com New (C) | 0.1 | $374k | +12% | 5.3k | 70.39 |
|
| Medtronic SHS (MDT) | 0.1 | $373k | +11% | 4.7k | 79.88 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $371k | +2% | 8.9k | 41.82 |
|
| Fidelity National Information Services (FIS) | 0.1 | $366k | -4% | 4.5k | 80.77 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $366k | 1.7k | 212.41 |
|
|
| Vistra Energy (VST) | 0.1 | $362k | +7% | 2.6k | 137.87 |
|
| Exelon Corporation (EXC) | 0.1 | $359k | -5% | 9.5k | 37.64 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $358k | +4% | 7.5k | 47.83 |
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| Globalstar (GSAT) | 0.1 | $355k | 172k | 2.07 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $355k | +24% | 1.0k | 342.16 |
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| MetLife (MET) | 0.1 | $352k | +2% | 4.3k | 81.88 |
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| Quanta Services (PWR) | 0.1 | $350k | -2% | 1.1k | 316.05 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $350k | NEW | 7.0k | 50.13 |
|
| United Parcel Service CL B (UPS) | 0.1 | $349k | +7% | 2.8k | 126.10 |
|
| Gilead Sciences (GILD) | 0.1 | $348k | -29% | 3.8k | 92.37 |
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| Amphenol Corp Cl A (APH) | 0.1 | $347k | +4% | 5.0k | 69.45 |
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| SYSCO Corporation (SYY) | 0.1 | $346k | -2% | 4.5k | 76.46 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $344k | +20% | 2.0k | 172.42 |
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| Cadence Design Systems (CDNS) | 0.1 | $344k | +6% | 1.1k | 300.46 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $343k | 6.0k | 57.45 |
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| L3harris Technologies (LHX) | 0.1 | $338k | 1.6k | 210.28 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $337k | 2.4k | 142.97 |
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| Emerson Electric (EMR) | 0.1 | $337k | +5% | 2.7k | 123.91 |
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| Hartford Financial Services (HIG) | 0.1 | $337k | +3% | 3.1k | 109.39 |
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| Goldman Sachs Etf Tr Access Hig Yld (GHYB) | 0.1 | $335k | 7.5k | 44.45 |
|
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| Prologis (PLD) | 0.1 | $332k | -14% | 3.1k | 105.70 |
|
| Fastenal Company (FAST) | 0.1 | $330k | 4.6k | 71.91 |
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|
| Intercontinental Exchange (ICE) | 0.1 | $325k | +2% | 2.2k | 149.01 |
|
| American Tower Reit (AMT) | 0.1 | $324k | +2% | 1.8k | 183.41 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $320k | NEW | 4.4k | 72.23 |
|
| Boeing Company (BA) | 0.1 | $318k | +18% | 1.8k | 177.00 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $311k | +26% | 1.7k | 178.08 |
|
| Becton, Dickinson and (BDX) | 0.1 | $311k | -3% | 1.4k | 226.87 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $310k | NEW | 9.1k | 34.13 |
|
| Paypal Holdings (PYPL) | 0.1 | $309k | +9% | 3.6k | 85.35 |
|
| 3M Company (MMM) | 0.1 | $305k | +29% | 2.4k | 129.09 |
|
| General Motors Company (GM) | 0.1 | $302k | +5% | 5.7k | 53.27 |
|
| Roper Industries (ROP) | 0.1 | $301k | +6% | 578.00 | 519.85 |
|
| Anthem (ELV) | 0.1 | $300k | -11% | 814.00 | 368.90 |
|
| EQT Corporation (EQT) | 0.1 | $297k | +6% | 6.4k | 46.11 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $297k | 6.8k | 43.38 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $293k | -3% | 2.0k | 143.70 |
|
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $288k | 7.2k | 40.26 |
|
|
| Valero Energy Corporation (VLO) | 0.1 | $282k | 2.3k | 122.59 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $281k | +6% | 827.00 | 339.93 |
|
| Nike CL B (NKE) | 0.1 | $277k | +12% | 3.7k | 75.67 |
|
| Travelers Companies (TRV) | 0.1 | $277k | +3% | 1.1k | 240.89 |
|
| Cigna Corp (CI) | 0.1 | $277k | 1.0k | 276.14 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $275k | 3.0k | 90.91 |
|
|
| Southern Company (SO) | 0.1 | $273k | -3% | 3.3k | 82.32 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $272k | 7.2k | 38.08 |
|
|
| FedEx Corporation (FDX) | 0.1 | $271k | +3% | 964.00 | 281.33 |
|
| Hubbell (HUBB) | 0.1 | $267k | -8% | 638.00 | 418.89 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $263k | 10k | 26.33 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $260k | +5% | 409.00 | 636.03 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $260k | 1.1k | 230.69 |
|
|
| Discover Financial Services (DFS) | 0.0 | $257k | NEW | 1.5k | 173.23 |
|
| Crown Castle Intl (CCI) | 0.0 | $257k | -4% | 2.8k | 90.76 |
|
| PNC Financial Services (PNC) | 0.0 | $256k | +5% | 1.3k | 192.85 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $256k | 1.6k | 159.52 |
|
|
| Capital One Financial (COF) | 0.0 | $255k | +3% | 1.4k | 178.32 |
|
| Carrier Global Corporation (CARR) | 0.0 | $252k | +6% | 3.7k | 68.26 |
|
| Hca Holdings (HCA) | 0.0 | $251k | 836.00 | 300.15 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $250k | +9% | 541.00 | 462.23 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $249k | +4% | 3.2k | 78.93 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $248k | +5% | 875.00 | 283.85 |
|
| Simon Property (SPG) | 0.0 | $248k | +6% | 1.4k | 172.21 |
|
| Autodesk (ADSK) | 0.0 | $244k | +7% | 827.00 | 295.57 |
|
| AFLAC Incorporated (AFL) | 0.0 | $244k | 2.4k | 103.44 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $243k | +5% | 870.00 | 278.94 |
|
| Cummins (CMI) | 0.0 | $240k | +2% | 689.00 | 348.60 |
|
| EOG Resources (EOG) | 0.0 | $233k | -8% | 1.9k | 122.58 |
|
| Hubspot (HUBS) | 0.0 | $233k | -35% | 334.00 | 696.77 |
|
| Voya Financial (VOYA) | 0.0 | $231k | -7% | 3.4k | 68.83 |
|
| Assurant (AIZ) | 0.0 | $230k | -25% | 1.1k | 213.22 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $230k | 323.00 | 712.33 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $229k | +2% | 4.5k | 51.25 |
|
| Synchrony Financial (SYF) | 0.0 | $227k | NEW | 3.5k | 65.00 |
|
| Synopsys (SNPS) | 0.0 | $227k | +9% | 467.00 | 485.36 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $224k | NEW | 908.00 | 247.16 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $224k | +5% | 1.8k | 126.03 |
|
| Vulcan Materials Company (VMC) | 0.0 | $224k | 869.00 | 257.23 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $218k | +18% | 4.2k | 52.47 |
|
| Enstar Group SHS (ESGR) | 0.0 | $216k | 669.00 | 322.05 |
|
|
| Ametek (AME) | 0.0 | $214k | 1.2k | 180.26 |
|
|
| Eversource Energy (ES) | 0.0 | $214k | -8% | 3.7k | 57.43 |
|
| Corning Incorporated (GLW) | 0.0 | $214k | 4.5k | 47.52 |
|
|
| Dupont De Nemours (DD) | 0.0 | $214k | -10% | 2.8k | 76.25 |
|
| Moody's Corporation (MCO) | 0.0 | $214k | +5% | 451.00 | 473.37 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $213k | +200% | 9.0k | 23.68 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $212k | 1.1k | 185.13 |
|
|
| Ansys (ANSS) | 0.0 | $210k | NEW | 623.00 | 337.33 |
|
| Tractor Supply Company (TSCO) | 0.0 | $210k | +352% | 4.0k | 53.06 |
|
| Diamedica Therapeutics Com New (DMAC) | 0.0 | $209k | 39k | 5.43 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $208k | 1.5k | 136.37 |
|
|
| Target Corporation (TGT) | 0.0 | $206k | -8% | 1.5k | 135.18 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $206k | 2.1k | 96.83 |
|
|
| CF Industries Holdings (CF) | 0.0 | $203k | -5% | 2.4k | 85.32 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $200k | NEW | 9.4k | 21.35 |
|
| Snap Cl A (SNAP) | 0.0 | $169k | 16k | 10.77 |
|
|
| Acumen Pharmaceuticals (ABOS) | 0.0 | $154k | 90k | 1.72 |
|
|
| Ford Motor Company (F) | 0.0 | $110k | -5% | 11k | 9.90 |
|
Past Filings by Catalyst Financial Partners
SEC 13F filings are viewable for Catalyst Financial Partners going back to 2022
- 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