Catalyst Financial Partners
Latest statistics and disclosures from Catalyst Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STT, IVV, IEFA, AAPL, IJH, and represent 43.54% of Catalyst Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$8.0M), IVV (+$6.2M), ACWI (+$5.5M), AAPL, AGG, SMMD, NFLX, CGGO, RLY, HTRB.
- Started 27 new stock positions in CBOE, DAL, PCAR, PSEC, EW, MPWR, UTHR, BEDY, CCL, CTSH.
- Reduced shares in these 10 stocks: , IJR, PG, IJH, SGOV, FI, IBIT, BND, CARR, DD.
- Sold out of its positions in BKR, CF, CARR, DHI, DLR, DD, EBAY, FI, SGOV, IBIT. MCHP, NDMO, PHLT, O, RVMD, SNAP, URI, VNQ, NXPI.
- Catalyst Financial Partners was a net buyer of stock by $41M.
- Catalyst Financial Partners has $897M in assets under management (AUM), dropping by 8.15%.
- Central Index Key (CIK): 0001927537
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Portfolio Holdings for Catalyst Financial Partners
Catalyst Financial Partners holds 324 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Street Corporation (STT) | 15.0 | $135M | 1.0M | 129.01 |
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| Ishares Tr Core S&p500 Etf (IVV) | 14.6 | $131M | +5% | 191k | 684.94 |
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| Ishares Tr Core Msci Eafe (IEFA) | 7.4 | $66M | +13% | 737k | 89.46 |
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| Apple (AAPL) | 3.4 | $31M | +10% | 113k | 271.86 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 3.2 | $29M | -2% | 434k | 66.00 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.1 | $28M | -5% | 234k | 120.18 |
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| NVIDIA Corporation (NVDA) | 3.0 | $27M | +3% | 143k | 186.50 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.8 | $25M | +11% | 252k | 99.88 |
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| Microsoft Corporation (MSFT) | 2.6 | $23M | +5% | 48k | 483.62 |
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| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 2.5 | $22M | +7% | 656k | 34.15 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $19M | 27k | 681.93 |
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| Ishares Core Msci Emkt (IEMG) | 1.8 | $16M | +10% | 244k | 67.22 |
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| Amazon (AMZN) | 1.5 | $14M | +6% | 59k | 230.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $11M | +11% | 36k | 313.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $11M | 35k | 313.80 |
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| Ishares Tr Rusel 2500 Etf (SMMD) | 1.1 | $9.6M | +34% | 128k | 74.94 |
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| Broadcom (AVGO) | 1.0 | $9.0M | +5% | 26k | 346.11 |
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| Ishares Tr National Mun Etf (MUB) | 1.0 | $8.6M | +9% | 81k | 107.11 |
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| Meta Platforms Cl A (META) | 0.8 | $7.3M | +12% | 11k | 660.09 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $7.1M | +8% | 22k | 322.22 |
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| Tesla Motors (TSLA) | 0.7 | $5.9M | +9% | 13k | 449.72 |
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| UFP Technologies (UFPT) | 0.7 | $5.9M | 27k | 222.03 |
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| Eli Lilly & Co. (LLY) | 0.6 | $5.8M | +4% | 5.4k | 1074.68 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.6 | $5.5M | NEW | 39k | 141.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.5M | +4% | 11k | 502.65 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $5.2M | 54k | 96.03 |
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| Johnson & Johnson (JNJ) | 0.6 | $5.0M | +9% | 24k | 206.95 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $4.0M | +14% | 34k | 120.34 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.4 | $3.7M | +104% | 106k | 34.65 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.7M | 11k | 335.27 |
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| Visa Com Cl A (V) | 0.4 | $3.6M | +7% | 10k | 350.71 |
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| Ssga Active Etf Tr State Street Mul (RLY) | 0.4 | $3.5M | +106% | 112k | 31.45 |
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| Wal-Mart Stores (WMT) | 0.4 | $3.4M | +15% | 31k | 111.41 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $3.3M | -2% | 66k | 50.29 |
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| Abbvie (ABBV) | 0.4 | $3.3M | +5% | 14k | 228.49 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $2.8M | 28k | 100.89 |
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| Caterpillar (CAT) | 0.3 | $2.8M | +4% | 4.9k | 572.87 |
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| Procter & Gamble Company (PG) | 0.3 | $2.7M | -27% | 19k | 143.31 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $2.6M | 28k | 96.27 |
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| Philip Morris International (PM) | 0.3 | $2.4M | 15k | 160.41 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.4M | +13% | 4.2k | 570.88 |
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| Bank of America Corporation (BAC) | 0.3 | $2.3M | +17% | 41k | 55.00 |
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| Netflix (NFLX) | 0.3 | $2.3M | +936% | 24k | 93.76 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.2M | +9% | 12k | 183.40 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.2M | -2% | 2.5k | 862.34 |
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| Cisco Systems (CSCO) | 0.2 | $2.1M | +15% | 28k | 77.03 |
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| Ge Aerospace Com New (GE) | 0.2 | $2.1M | +9% | 6.8k | 308.03 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $2.1M | 31k | 67.13 |
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| UnitedHealth (UNH) | 0.2 | $2.0M | +14% | 5.9k | 330.11 |
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| Chevron Corporation (CVX) | 0.2 | $1.9M | +5% | 12k | 152.41 |
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| Merck & Co (MRK) | 0.2 | $1.9M | +15% | 18k | 105.26 |
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| Akamai Technologies (AKAM) | 0.2 | $1.8M | 21k | 87.25 |
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| International Business Machines (IBM) | 0.2 | $1.8M | +9% | 6.0k | 296.21 |
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| Qualcomm (QCOM) | 0.2 | $1.8M | +4% | 10k | 171.05 |
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| Constellation Energy (CEG) | 0.2 | $1.8M | +28% | 5.0k | 353.27 |
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| Micron Technology (MU) | 0.2 | $1.8M | +9% | 6.1k | 285.41 |
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| Coca-Cola Company (KO) | 0.2 | $1.7M | +2% | 24k | 69.91 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $1.7M | +17% | 9.3k | 177.75 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $1.7M | +210% | 16k | 106.70 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.6M | +5% | 30k | 53.76 |
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| Home Depot (HD) | 0.2 | $1.6M | -5% | 4.7k | 344.10 |
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| Applied Materials (AMAT) | 0.2 | $1.6M | +12% | 6.3k | 256.99 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.6M | 7.5k | 214.16 |
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| salesforce (CRM) | 0.2 | $1.6M | +8% | 6.0k | 264.91 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.5M | +12% | 6.3k | 246.16 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $1.5M | +109% | 9.1k | 162.64 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.5M | 6.7k | 219.78 |
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| Oracle Corporation (ORCL) | 0.2 | $1.4M | 7.4k | 194.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | 23k | 62.47 |
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| Goldman Sachs (GS) | 0.2 | $1.4M | 1.6k | 879.00 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $1.4M | +10% | 2.4k | 566.36 |
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| Spdr Series Trust State Street Spd (JNK) | 0.2 | $1.4M | +10% | 14k | 97.21 |
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| TJX Companies (TJX) | 0.2 | $1.4M | +14% | 8.8k | 153.61 |
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| Eaton Corp SHS (ETN) | 0.2 | $1.3M | -2% | 4.2k | 318.51 |
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| Lowe's Companies (LOW) | 0.2 | $1.3M | +17% | 5.6k | 241.16 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | 13k | 99.91 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.3M | 7.4k | 177.53 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.3M | +20% | 2.2k | 579.45 |
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| CSX Corporation (CSX) | 0.1 | $1.3M | +111% | 35k | 36.25 |
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| McDonald's Corporation (MCD) | 0.1 | $1.2M | +3% | 4.0k | 305.63 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.2M | +3% | 13k | 93.20 |
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| Intel Corporation (INTC) | 0.1 | $1.2M | +8% | 33k | 36.90 |
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| Ge Vernova (GEV) | 0.1 | $1.2M | +15% | 1.8k | 653.57 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | 6.8k | 173.49 |
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| Howmet Aerospace (HWM) | 0.1 | $1.1M | 5.6k | 205.02 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.1M | 7.9k | 141.06 |
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| Abbott Laboratories (ABT) | 0.1 | $1.1M | -3% | 8.8k | 125.29 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.1M | +34% | 3.9k | 276.94 |
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| Booking Holdings (BKNG) | 0.1 | $1.1M | +16% | 201.00 | 5355.33 |
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| Progressive Corporation (PGR) | 0.1 | $1.1M | -8% | 4.7k | 227.72 |
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| American Express Company (AXP) | 0.1 | $1.1M | +2% | 2.9k | 369.95 |
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| Blackrock (BLK) | 0.1 | $1.0M | +3% | 976.00 | 1070.34 |
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| Pepsi (PEP) | 0.1 | $1.0M | +9% | 7.2k | 143.52 |
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| Servicenow (NOW) | 0.1 | $1.0M | +428% | 6.7k | 153.19 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.0M | 8.3k | 123.26 |
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| Nextera Energy (NEE) | 0.1 | $1.0M | +3% | 13k | 80.28 |
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| Kla Corp Com New (KLAC) | 0.1 | $989k | +3% | 814.00 | 1215.08 |
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| Corning Incorporated (GLW) | 0.1 | $981k | +9% | 11k | 87.56 |
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| ConocoPhillips (COP) | 0.1 | $973k | +53% | 10k | 93.61 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $969k | +9% | 1.7k | 570.21 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $959k | +21% | 5.6k | 171.18 |
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| Amgen (AMGN) | 0.1 | $956k | 2.9k | 327.31 |
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| Norfolk Southern (NSC) | 0.1 | $947k | +32% | 3.3k | 288.72 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $943k | 3.7k | 257.95 |
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| Chubb (CB) | 0.1 | $916k | +16% | 2.9k | 312.12 |
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| Verizon Communications (VZ) | 0.1 | $912k | +13% | 22k | 40.73 |
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| Linde SHS (LIN) | 0.1 | $911k | -3% | 2.1k | 426.39 |
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| Trane Technologies SHS (TT) | 0.1 | $909k | 2.3k | 389.20 |
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| McKesson Corporation (MCK) | 0.1 | $907k | +14% | 1.1k | 820.29 |
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| Amphenol Corp Cl A (APH) | 0.1 | $907k | +17% | 6.7k | 135.14 |
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| Boston Scientific Corporation (BSX) | 0.1 | $904k | +15% | 9.5k | 95.35 |
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| Jefferies Finl Group (JEF) | 0.1 | $890k | 14k | 61.97 |
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| Danaher Corporation (DHR) | 0.1 | $888k | +6% | 3.9k | 228.92 |
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| Capital One Financial (COF) | 0.1 | $886k | 3.7k | 242.36 |
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| Intuit (INTU) | 0.1 | $853k | +9% | 1.3k | 662.42 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $840k | 31k | 26.91 |
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| At&t (T) | 0.1 | $837k | -6% | 34k | 24.84 |
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| S&p Global (SPGI) | 0.1 | $832k | +8% | 1.6k | 522.59 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $827k | +3% | 3.9k | 212.07 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $817k | 7.9k | 104.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $813k | +14% | 1.3k | 614.31 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $808k | +20% | 4.2k | 190.99 |
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| Walt Disney Company (DIS) | 0.1 | $782k | +9% | 6.9k | 113.77 |
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| Wabtec Corporation (WAB) | 0.1 | $770k | 3.6k | 213.45 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $767k | +31% | 2.9k | 268.30 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $766k | -24% | 10k | 74.07 |
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| Uber Technologies (UBER) | 0.1 | $759k | -5% | 9.3k | 81.71 |
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| Cummins (CMI) | 0.1 | $754k | +11% | 1.5k | 510.45 |
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| Deere & Company (DE) | 0.1 | $727k | -3% | 1.6k | 465.57 |
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| Altria (MO) | 0.1 | $726k | -4% | 13k | 57.66 |
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| Honeywell International (HON) | 0.1 | $722k | -2% | 3.7k | 195.09 |
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| O'reilly Automotive (ORLY) | 0.1 | $721k | 7.9k | 91.21 |
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| Union Pacific Corporation (UNP) | 0.1 | $719k | 3.1k | 231.32 |
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| Citigroup Com New (C) | 0.1 | $704k | 6.0k | 116.69 |
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| Globalstar Com New (GSAT) | 0.1 | $702k | 12k | 61.04 |
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| Analog Devices (ADI) | 0.1 | $701k | +3% | 2.6k | 271.20 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $697k | +9% | 2.0k | 349.99 |
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| Exelon Corporation (EXC) | 0.1 | $677k | +54% | 16k | 43.59 |
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| Stryker Corporation (SYK) | 0.1 | $665k | -7% | 1.9k | 351.47 |
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| Ameriprise Financial (AMP) | 0.1 | $655k | 1.3k | 490.34 |
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| Dominion Resources (D) | 0.1 | $652k | +11% | 11k | 58.59 |
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| General Dynamics Corporation (GD) | 0.1 | $650k | +2% | 1.9k | 336.66 |
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| Metropcs Communications (TMUS) | 0.1 | $650k | -2% | 3.2k | 203.04 |
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| Cintas Corporation (CTAS) | 0.1 | $639k | +5% | 3.4k | 188.07 |
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| Williams Companies (WMB) | 0.1 | $630k | 11k | 60.11 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $629k | +20% | 13k | 46.92 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $627k | 5.4k | 117.21 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $621k | 8.5k | 72.68 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $620k | 4.4k | 141.14 |
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| Valero Energy Corporation (VLO) | 0.1 | $615k | +49% | 3.8k | 162.79 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $608k | +4% | 1.3k | 468.76 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $604k | +19% | 1.3k | 453.36 |
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| Gilead Sciences (GILD) | 0.1 | $594k | +2% | 4.8k | 122.74 |
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| Automatic Data Processing (ADP) | 0.1 | $589k | -9% | 2.3k | 257.23 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $578k | 11k | 54.71 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $571k | -4% | 2.5k | 227.51 |
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| Arista Networks Com Shs (ANET) | 0.1 | $565k | +7% | 4.3k | 131.03 |
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| American Intl Group Com New (AIG) | 0.1 | $554k | 6.5k | 85.55 |
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| Medtronic SHS (MDT) | 0.1 | $542k | 5.6k | 96.06 |
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| Quanta Services (PWR) | 0.1 | $539k | +4% | 1.3k | 422.06 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $534k | +3% | 7.7k | 69.42 |
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| CVS Caremark Corporation (CVS) | 0.1 | $528k | +35% | 6.7k | 79.36 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $522k | +35% | 18k | 29.89 |
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| Cme (CME) | 0.1 | $518k | +5% | 1.9k | 273.08 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $516k | 5.6k | 91.40 |
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| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.1 | $515k | 10k | 51.50 |
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| Intercontinental Exchange (ICE) | 0.1 | $515k | +5% | 3.2k | 161.96 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $515k | +89% | 764.00 | 673.82 |
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| Ishares Tr Global 100 Etf (IOO) | 0.1 | $512k | 4.0k | 126.67 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $511k | +6% | 1.1k | 483.67 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $509k | 2.8k | 181.21 |
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| General Motors Company (GM) | 0.1 | $502k | 6.2k | 81.32 |
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| Bristol Myers Squibb (BMY) | 0.1 | $501k | +27% | 9.3k | 53.94 |
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| Fastenal Company (FAST) | 0.1 | $501k | +22% | 13k | 40.13 |
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| Pfizer (PFE) | 0.1 | $499k | +11% | 20k | 24.90 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $497k | +31% | 3.2k | 154.14 |
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| Newmont Mining Corporation (NEM) | 0.1 | $493k | +24% | 4.9k | 99.85 |
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| Boeing Company (BA) | 0.1 | $493k | -3% | 2.3k | 217.12 |
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| Starbucks Corporation (SBUX) | 0.1 | $491k | 5.8k | 84.21 |
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| PNC Financial Services (PNC) | 0.1 | $488k | +52% | 2.3k | 208.73 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $485k | 1.7k | 290.22 |
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| Waste Management (WM) | 0.1 | $484k | -4% | 2.2k | 219.71 |
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| Illinois Tool Works (ITW) | 0.1 | $484k | -5% | 2.0k | 246.30 |
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| Palo Alto Networks (PANW) | 0.1 | $482k | +13% | 2.6k | 184.20 |
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| Prologis (PLD) | 0.1 | $480k | +2% | 3.8k | 127.66 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $476k | -10% | 8.8k | 53.83 |
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| L3harris Technologies (LHX) | 0.1 | $473k | 1.6k | 293.57 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $472k | -27% | 753.00 | 627.13 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $467k | +4% | 531.00 | 878.96 |
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| Fortinet (FTNT) | 0.1 | $466k | +16% | 5.9k | 79.41 |
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| Hartford Financial Services (HIG) | 0.1 | $460k | 3.3k | 137.79 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $454k | +53% | 10k | 44.41 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $451k | 7.6k | 59.28 |
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| Hca Holdings (HCA) | 0.1 | $450k | 964.00 | 466.86 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $446k | -16% | 17k | 26.23 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $444k | NEW | 3.8k | 116.09 |
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| Air Products & Chemicals (APD) | 0.0 | $441k | -15% | 1.8k | 247.02 |
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| Vistra Energy (VST) | 0.0 | $441k | -2% | 2.7k | 161.33 |
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| Ametek (AME) | 0.0 | $436k | +60% | 2.1k | 205.31 |
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| Cadence Design Systems (CDNS) | 0.0 | $434k | +2% | 1.4k | 312.58 |
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| Aon Shs Cl A (AON) | 0.0 | $431k | -3% | 1.2k | 352.88 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $428k | -33% | 6.6k | 64.42 |
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| Ingersoll Rand (IR) | 0.0 | $426k | 5.4k | 79.22 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $422k | 699.00 | 603.28 |
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| Johnson Ctls Intl SHS (JCI) | 0.0 | $421k | +3% | 3.5k | 119.75 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $421k | +19% | 559.00 | 753.78 |
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| FedEx Corporation (FDX) | 0.0 | $421k | +57% | 1.5k | 288.86 |
|
| Monster Beverage Corp (MNST) | 0.0 | $417k | +27% | 5.4k | 76.67 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $416k | +6% | 2.2k | 185.61 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $409k | +49% | 8.9k | 45.89 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $389k | 822.00 | 473.30 |
|
|
| Equinix (EQIX) | 0.0 | $386k | -4% | 504.00 | 766.16 |
|
| Emerson Electric (EMR) | 0.0 | $380k | 2.9k | 132.70 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $377k | 7.4k | 50.79 |
|
|
| Travelers Companies (TRV) | 0.0 | $376k | +5% | 1.3k | 290.06 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $374k | +36% | 3.4k | 110.96 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $372k | 4.6k | 80.22 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $372k | +5% | 1.3k | 287.25 |
|
| Phillips 66 (PSX) | 0.0 | $369k | +53% | 2.9k | 129.04 |
|
| Bondbloxx Etf Trust Ir M Taxaware (TAXX) | 0.0 | $364k | 7.2k | 50.72 |
|
|
| EQT Corporation (EQT) | 0.0 | $362k | 6.8k | 53.60 |
|
|
| 3M Company (MMM) | 0.0 | $362k | -4% | 2.3k | 160.10 |
|
| MetLife (MET) | 0.0 | $362k | 4.6k | 78.94 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $360k | +4% | 1.2k | 310.24 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $358k | 2.2k | 163.32 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $357k | -9% | 6.7k | 53.36 |
|
| Hubbell (HUBB) | 0.0 | $353k | +25% | 795.00 | 444.11 |
|
| Electronic Arts (EA) | 0.0 | $350k | +46% | 1.7k | 204.33 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.0 | $341k | 6.0k | 56.69 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $337k | +16% | 1.7k | 194.07 |
|
| American Tower Reit (AMT) | 0.0 | $336k | +5% | 1.9k | 175.57 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $333k | +5% | 12k | 28.82 |
|
| Roper Industries (ROP) | 0.0 | $332k | +30% | 745.00 | 445.13 |
|
| Southern Company (SO) | 0.0 | $330k | 3.8k | 87.20 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $329k | -4% | 1.2k | 278.92 |
|
| Synopsys (SNPS) | 0.0 | $324k | -15% | 690.00 | 469.72 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $317k | NEW | 411.00 | 771.87 |
|
| Synchrony Financial (SYF) | 0.0 | $315k | 3.8k | 83.43 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $312k | -6% | 5.1k | 60.81 |
|
| Marsh & McLennan Companies | 0.0 | $311k | -8% | 1.7k | 185.52 |
|
| Paychex (PAYX) | 0.0 | $310k | -10% | 2.8k | 112.20 |
|
| Ecolab (ECL) | 0.0 | $308k | +16% | 1.2k | 262.52 |
|
| Autodesk (ADSK) | 0.0 | $308k | 1.0k | 296.01 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $308k | +2% | 455.00 | 676.53 |
|
| Diamedica Therapeutics Com New (DMAC) | 0.0 | $306k | 39k | 7.96 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $305k | -2% | 4.1k | 73.69 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $305k | -24% | 1.5k | 198.62 |
|
| SLB Com Stk (SLB) | 0.0 | $302k | NEW | 7.9k | 38.38 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $301k | -4% | 990.00 | 303.89 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $299k | NEW | 4.3k | 69.40 |
|
| CBOE Holdings (CBOE) | 0.0 | $298k | NEW | 1.2k | 251.00 |
|
| Moody's Corporation (MCO) | 0.0 | $298k | +6% | 583.00 | 510.85 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $297k | 7.5k | 39.45 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $297k | +17% | 1.0k | 285.22 |
|
| AFLAC Incorporated (AFL) | 0.0 | $297k | -3% | 2.7k | 110.27 |
|
| Anthem (ELV) | 0.0 | $296k | +18% | 844.00 | 350.55 |
|
| Cigna Corp (CI) | 0.0 | $295k | +2% | 1.1k | 275.23 |
|
| Simon Property (SPG) | 0.0 | $294k | +2% | 1.6k | 185.11 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $294k | -6% | 906.00 | 324.03 |
|
| Western Digital (WDC) | 0.0 | $293k | NEW | 1.7k | 172.27 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $293k | NEW | 3.5k | 83.00 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $291k | 1.4k | 210.34 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $279k | NEW | 2.8k | 99.19 |
|
| Eversource Energy (ES) | 0.0 | $276k | +10% | 4.1k | 67.33 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $270k | 980.00 | 275.39 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $268k | NEW | 1.5k | 182.48 |
|
| Assurant (AIZ) | 0.0 | $268k | 1.1k | 240.85 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $267k | +8% | 3.4k | 79.02 |
|
| Sempra Energy (SRE) | 0.0 | $267k | +15% | 3.0k | 88.29 |
|
| Rockwell Automation (ROK) | 0.0 | $255k | +6% | 656.00 | 389.07 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $252k | 5.8k | 43.25 |
|
|
| Corteva (CTVA) | 0.0 | $251k | +2% | 3.7k | 67.03 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $250k | +4% | 6.8k | 37.00 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $250k | +2% | 10k | 24.02 |
|
| T Rowe Price Etf Ultra Shrt Trm (TBUX) | 0.0 | $249k | NEW | 5.0k | 49.85 |
|
| Goldman Sachs Etf Tr Access Hig Yld (GHYB) | 0.0 | $247k | -4% | 5.4k | 45.32 |
|
| Devon Energy Corporation (DVN) | 0.0 | $246k | +3% | 6.7k | 36.63 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $245k | 9.0k | 27.21 |
|
|
| American Electric Power Company (AEP) | 0.0 | $243k | +2% | 2.1k | 115.31 |
|
| Kkr & Co (KKR) | 0.0 | $234k | +12% | 1.8k | 127.48 |
|
| Kinder Morgan (KMI) | 0.0 | $229k | -2% | 8.3k | 27.49 |
|
| Comfort Systems USA (FIX) | 0.0 | $229k | -6% | 245.00 | 933.29 |
|
| Humana (HUM) | 0.0 | $228k | -5% | 891.00 | 256.13 |
|
| American Water Works (AWK) | 0.0 | $227k | NEW | 1.7k | 130.50 |
|
| NetApp (NTAP) | 0.0 | $227k | +20% | 2.1k | 107.09 |
|
| Edwards Lifesciences (EW) | 0.0 | $226k | NEW | 2.7k | 85.25 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $226k | 4.6k | 49.21 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $226k | +10% | 170.00 | 1329.85 |
|
| Ross Stores (ROST) | 0.0 | $225k | NEW | 1.3k | 180.14 |
|
| Enbridge (ENB) | 0.0 | $225k | 4.7k | 47.83 |
|
|
| Martin Marietta Materials (MLM) | 0.0 | $223k | 358.00 | 622.66 |
|
|
| First Tr Exchange-traded SHS (FDL) | 0.0 | $222k | 5.0k | 44.34 |
|
|
| Allstate Corporation (ALL) | 0.0 | $221k | -2% | 1.1k | 208.15 |
|
| W.W. Grainger (GWW) | 0.0 | $221k | NEW | 219.00 | 1009.05 |
|
| Tractor Supply Company (TSCO) | 0.0 | $220k | 4.4k | 50.01 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $220k | +12% | 2.1k | 102.80 |
|
| Nike CL B (NKE) | 0.0 | $219k | -6% | 3.4k | 63.71 |
|
| Voya Financial (VOYA) | 0.0 | $218k | 2.9k | 74.49 |
|
|
| AutoZone (AZO) | 0.0 | $217k | +16% | 64.00 | 3391.50 |
|
| Yum! Brands (YUM) | 0.0 | $217k | 1.4k | 151.28 |
|
|
| AmerisourceBergen (COR) | 0.0 | $217k | NEW | 641.00 | 337.75 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $216k | -9% | 563.00 | 383.32 |
|
| Crown Castle Intl (CCI) | 0.0 | $215k | -16% | 2.4k | 88.87 |
|
| Zoetis Cl A (ZTS) | 0.0 | $214k | -19% | 1.7k | 125.82 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $213k | NEW | 235.00 | 906.36 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $213k | -17% | 823.00 | 258.79 |
|
| Steris Shs Usd (STE) | 0.0 | $212k | NEW | 836.00 | 253.52 |
|
| Nrg Energy Com New (NRG) | 0.0 | $211k | -6% | 1.3k | 159.24 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $209k | +2% | 636.00 | 328.60 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $208k | -22% | 2.9k | 71.41 |
|
| Texas Roadhouse (TXRH) | 0.0 | $207k | NEW | 1.2k | 166.00 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $207k | NEW | 6.8k | 30.54 |
|
| Paypal Holdings (PYPL) | 0.0 | $207k | -11% | 3.5k | 58.38 |
|
| Paccar (PCAR) | 0.0 | $206k | NEW | 1.9k | 109.51 |
|
| Bny Mellon Etf Trust Ii Enhanced Divid (BEDY) | 0.0 | $205k | NEW | 7.7k | 26.60 |
|
| ResMed (RMD) | 0.0 | $204k | -2% | 848.00 | 240.87 |
|
| M&T Bank Corporation (MTB) | 0.0 | $203k | NEW | 1.0k | 201.48 |
|
| Omni (OMC) | 0.0 | $202k | NEW | 2.5k | 80.75 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $202k | NEW | 415.00 | 487.25 |
|
| Doordash Cl A (DASH) | 0.0 | $202k | +11% | 891.00 | 226.48 |
|
| Essential Utils (WTRG) | 0.0 | $200k | NEW | 5.2k | 38.36 |
|
| Ford Motor Company (F) | 0.0 | $190k | -15% | 15k | 13.12 |
|
| Acumen Pharmaceuticals (ABOS) | 0.0 | $189k | 90k | 2.11 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $26k | NEW | 10k | 2.59 |
|
Past Filings by Catalyst Financial Partners
SEC 13F filings are viewable for Catalyst Financial Partners going back to 2022
- Catalyst Financial Partners 2025 Q4 filed Feb. 4, 2026
- 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