Catalyst Financial Partners
Latest statistics and disclosures from Catalyst Financial Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, AAPL, STT, IJH, and represent 34.52% of Catalyst Financial Partners's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$6.8M), IEFA (+$6.3M), ACWI, NVDA, SMMD, AAPL, AGG, HTRB, GOOGL, AMZN.
- Started 69 new stock positions in TROW, ASML, CIEN, GGG, VEU, SNA, SNX, NDAQ, OMFL, TER.
- Reduced shares in these 10 stocks: STT (-$103M), SPY, IJR, IJH, MPC, CSX, AKAM, XLG, SCHB, .
- Sold out of its positions in AWK, CCL, CCI, DASH, WTRG, FDL, HUM, XLG, EFV, SLV. KKR, LEN, NRG, NKE, OMC, PYPL, PSEC, SCHB, TBUX, TSCO, VOYA, STE, WTW.
- Catalyst Financial Partners was a net seller of stock by $-30M.
- Catalyst Financial Partners has $847M in assets under management (AUM), dropping by -5.55%.
- Central Index Key (CIK): 0001927537
Tip: Access up to 7 years of quarterly data
Positions held by Catalyst Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Catalyst Financial Partners
Catalyst Financial Partners holds 370 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 15.5 | $131M | +5% | 201k | 653.21 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 8.6 | $73M | +9% | 806k | 90.53 |
|
| Apple (AAPL) | 3.7 | $31M | +9% | 123k | 253.79 |
|
| State Street Corporation (STT) | 3.4 | $29M | -78% | 227k | 126.56 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 3.3 | $28M | -4% | 415k | 67.53 |
|
| NVIDIA Corporation (NVDA) | 3.3 | $28M | +11% | 160k | 174.40 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.2 | $27M | +8% | 274k | 99.27 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $27M | -7% | 216k | 124.31 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 2.8 | $24M | +8% | 711k | 33.74 |
|
| Microsoft Corporation (MSFT) | 2.2 | $19M | +6% | 51k | 370.17 |
|
| Ishares Core Msci Emkt (IEMG) | 2.2 | $18M | +7% | 264k | 69.75 |
|
| Amazon (AMZN) | 1.6 | $14M | +11% | 66k | 208.27 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.6 | $13M | -24% | 20k | 650.35 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 1.5 | $13M | +28% | 164k | 76.35 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $12M | +15% | 42k | 287.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $10M | +2% | 36k | 286.86 |
|
| Broadcom (AVGO) | 1.1 | $9.2M | +14% | 30k | 309.51 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.1 | $9.2M | +70% | 67k | 138.37 |
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $9.0M | +4% | 85k | 106.15 |
|
| Meta Platforms Cl A (META) | 0.8 | $7.0M | +11% | 12k | 572.13 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $6.7M | +2% | 23k | 294.16 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $6.7M | +16% | 39k | 169.66 |
|
| Johnson & Johnson (JNJ) | 0.7 | $6.3M | +6% | 26k | 244.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $5.7M | +8% | 12k | 479.20 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $5.4M | +8% | 5.9k | 919.77 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $5.3M | 54k | 97.13 |
|
|
| Ssga Active Etf Tr State Street Mul (RLY) | 0.6 | $5.2M | +27% | 143k | 36.15 |
|
| UFP Technologies (UFPT) | 0.6 | $5.1M | 27k | 193.60 |
|
|
| Tesla Motors (TSLA) | 0.6 | $5.0M | +3% | 14k | 371.75 |
|
| Wal-Mart Stores (WMT) | 0.5 | $4.4M | +14% | 36k | 124.28 |
|
| Visa Com Cl A (V) | 0.5 | $3.9M | +28% | 13k | 302.24 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $3.9M | +11% | 12k | 320.82 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.5 | $3.9M | +8% | 115k | 33.37 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $3.6M | +43% | 3.6k | 996.43 |
|
| Caterpillar (CAT) | 0.4 | $3.6M | +2% | 5.0k | 708.46 |
|
| Abbvie (ABBV) | 0.4 | $3.6M | +14% | 16k | 217.49 |
|
| Chevron Corporation (CVX) | 0.4 | $3.3M | +31% | 16k | 206.90 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $3.3M | 67k | 49.89 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $2.9M | +10% | 30k | 97.23 |
|
| Netflix (NFLX) | 0.3 | $2.9M | +26% | 30k | 96.15 |
|
| Procter & Gamble Company (PG) | 0.3 | $2.9M | +6% | 20k | 144.44 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $2.8M | +30% | 40k | 68.47 |
|
| Kimberly-Clark Corporation (KMB) | 0.3 | $2.8M | 29k | 96.47 |
|
|
| Applied Materials (AMAT) | 0.3 | $2.6M | +21% | 7.6k | 341.79 |
|
| Philip Morris International (PM) | 0.3 | $2.5M | +2% | 15k | 165.35 |
|
| Cisco Systems (CSCO) | 0.3 | $2.5M | +16% | 32k | 77.59 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $2.5M | +6% | 13k | 192.90 |
|
| Micron Technology (MU) | 0.3 | $2.4M | +17% | 7.2k | 337.84 |
|
| Merck & Co (MRK) | 0.3 | $2.3M | +9% | 19k | 120.29 |
|
| Bank of America Corporation (BAC) | 0.3 | $2.2M | +10% | 45k | 48.75 |
|
| Coca-Cola Company (KO) | 0.3 | $2.1M | +15% | 28k | 76.05 |
|
| Ge Aerospace Com New (GE) | 0.2 | $2.1M | +5% | 7.2k | 283.77 |
|
| Ge Vernova (GEV) | 0.2 | $1.9M | +22% | 2.2k | 872.90 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.9M | -9% | 3.8k | 499.66 |
|
| Advanced Micro Devices (AMD) | 0.2 | $1.9M | +24% | 9.3k | 203.43 |
|
| UnitedHealth (UNH) | 0.2 | $1.8M | +13% | 6.7k | 270.59 |
|
| TJX Companies (TJX) | 0.2 | $1.8M | +27% | 11k | 159.70 |
|
| Akamai Technologies (AKAM) | 0.2 | $1.8M | -24% | 16k | 114.85 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.7M | +4% | 32k | 54.05 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.2 | $1.6M | +22% | 17k | 95.72 |
|
| Home Depot (HD) | 0.2 | $1.6M | +3% | 4.9k | 328.89 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.6M | +16% | 11k | 146.28 |
|
| Eaton Corp SHS (ETN) | 0.2 | $1.6M | +4% | 4.4k | 357.67 |
|
| Intel Corporation (INTC) | 0.2 | $1.6M | +9% | 36k | 44.13 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.6M | +5% | 24k | 64.08 |
|
| Progressive Corporation (PGR) | 0.2 | $1.5M | +67% | 7.8k | 198.24 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $1.5M | -7% | 14k | 106.50 |
|
| ConocoPhillips (COP) | 0.2 | $1.5M | +10% | 12k | 132.00 |
|
| salesforce (CRM) | 0.2 | $1.5M | +35% | 8.1k | 186.67 |
|
| International Business Machines (IBM) | 0.2 | $1.5M | 6.1k | 242.39 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.5M | +22% | 6.9k | 213.66 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.5M | -5% | 5.9k | 248.00 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.4M | 6.7k | 215.06 |
|
|
| Goldman Sachs (GS) | 0.2 | $1.4M | +3% | 1.7k | 845.99 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.4M | +6% | 7.3k | 194.14 |
|
| Kla Corp Com New (KLAC) | 0.2 | $1.4M | +17% | 959.00 | 1472.41 |
|
| Howmet Aerospace (HWM) | 0.2 | $1.4M | +9% | 6.1k | 230.46 |
|
| Linde SHS (LIN) | 0.2 | $1.4M | +28% | 2.8k | 495.76 |
|
| Lowe's Companies (LOW) | 0.2 | $1.3M | 5.7k | 236.28 |
|
|
| Qualcomm (QCOM) | 0.2 | $1.3M | 10k | 128.78 |
|
|
| Corning Incorporated (GLW) | 0.2 | $1.3M | -12% | 9.8k | 135.97 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.3M | +7% | 8.0k | 164.57 |
|
| Oracle Corporation (ORCL) | 0.2 | $1.3M | +17% | 8.8k | 147.11 |
|
| McDonald's Corporation (MCD) | 0.2 | $1.3M | +3% | 4.1k | 310.79 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.3M | +14% | 2.8k | 460.99 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.3M | 14k | 93.98 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $1.3M | +40% | 12k | 102.67 |
|
| Verizon Communications (VZ) | 0.1 | $1.3M | +11% | 25k | 50.20 |
|
| At&t (T) | 0.1 | $1.2M | +27% | 43k | 28.99 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.2M | +5% | 1.8k | 682.24 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.2M | +73% | 9.3k | 130.94 |
|
| Nextera Energy (NEE) | 0.1 | $1.2M | +3% | 13k | 92.88 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.2M | +78% | 3.4k | 343.22 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $1.2M | +18% | 4.7k | 248.84 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | +20% | 4.4k | 261.92 |
|
| Pepsi (PEP) | 0.1 | $1.2M | +2% | 7.4k | 155.29 |
|
| Cme (CME) | 0.1 | $1.1M | +105% | 3.9k | 295.35 |
|
| Amgen (AMGN) | 0.1 | $1.1M | +10% | 3.2k | 351.85 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 2.2k | 491.53 |
|
|
| Constellation Energy (CEG) | 0.1 | $1.1M | -21% | 3.9k | 279.25 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.1M | 7.9k | 138.32 |
|
|
| Booking Holdings (BKNG) | 0.1 | $1.1M | +28% | 258.00 | 4210.32 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.1M | +4% | 14k | 79.61 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.1M | -52% | 4.3k | 244.20 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.0M | +3% | 2.4k | 416.74 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $981k | +291% | 35k | 27.85 |
|
| McKesson Corporation (MCK) | 0.1 | $968k | 1.1k | 865.36 |
|
|
| Analog Devices (ADI) | 0.1 | $959k | +16% | 3.0k | 318.14 |
|
| Chubb (CB) | 0.1 | $957k | 2.9k | 325.93 |
|
|
| Altria (MO) | 0.1 | $939k | +12% | 14k | 65.99 |
|
| Wabtec Corporation (WAB) | 0.1 | $923k | +2% | 3.7k | 249.91 |
|
| American Express Company (AXP) | 0.1 | $922k | +6% | 3.0k | 302.48 |
|
| Blackrock (BLK) | 0.1 | $910k | -3% | 946.00 | 961.71 |
|
| Deere & Company (DE) | 0.1 | $908k | +3% | 1.6k | 563.30 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $901k | +18% | 12k | 73.64 |
|
| Fortinet (FTNT) | 0.1 | $881k | +83% | 11k | 81.72 |
|
| Fastenal Company (FAST) | 0.1 | $876k | +51% | 19k | 46.40 |
|
| Servicenow (NOW) | 0.1 | $876k | +24% | 8.4k | 104.55 |
|
| Honeywell International (HON) | 0.1 | $856k | +2% | 3.8k | 226.03 |
|
| Union Pacific Corporation (UNP) | 0.1 | $843k | +11% | 3.5k | 242.62 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $839k | 6.6k | 126.35 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $834k | +30% | 18k | 47.53 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $829k | +38% | 15k | 56.79 |
|
| O'reilly Automotive (ORLY) | 0.1 | $812k | +11% | 8.8k | 92.31 |
|
| Williams Companies (WMB) | 0.1 | $810k | +6% | 11k | 72.78 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $808k | +61% | 28k | 28.71 |
|
| Citigroup Com New (C) | 0.1 | $808k | +18% | 7.1k | 113.41 |
|
| Uber Technologies (UBER) | 0.1 | $798k | +19% | 11k | 71.93 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $798k | -3% | 3.8k | 211.15 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $791k | +64% | 2.8k | 287.18 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $786k | 31k | 25.64 |
|
|
| Cintas Corporation (CTAS) | 0.1 | $774k | +34% | 4.6k | 169.14 |
|
| Quanta Services (PWR) | 0.1 | $769k | +9% | 1.4k | 549.02 |
|
| Globalstar Com New (GSAT) | 0.1 | $764k | 12k | 66.42 |
|
|
| Gilead Sciences (GILD) | 0.1 | $763k | +13% | 5.5k | 139.37 |
|
| Danaher Corporation (DHR) | 0.1 | $757k | +2% | 4.0k | 189.60 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $755k | -19% | 6.7k | 113.11 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $750k | 7.9k | 95.48 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $749k | +11% | 3.6k | 210.03 |
|
| Stryker Corporation (SYK) | 0.1 | $747k | +20% | 2.3k | 328.59 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $739k | +24% | 1.7k | 446.54 |
|
| Consolidated Edison (ED) | 0.1 | $734k | NEW | 6.5k | 113.18 |
|
| Cummins (CMI) | 0.1 | $734k | -7% | 1.4k | 538.02 |
|
| S&p Global (SPGI) | 0.1 | $731k | +7% | 1.7k | 425.34 |
|
| Intuit (INTU) | 0.1 | $728k | +30% | 1.7k | 432.38 |
|
| Medtronic SHS (MDT) | 0.1 | $724k | +48% | 8.4k | 86.65 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $723k | NEW | 9.6k | 75.10 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $722k | +12% | 1.2k | 604.39 |
|
| CSX Corporation (CSX) | 0.1 | $718k | -50% | 18k | 41.05 |
|
| Capital One Financial (COF) | 0.1 | $717k | +7% | 3.9k | 182.43 |
|
| Ametek (AME) | 0.1 | $702k | +54% | 3.3k | 214.36 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $698k | +3% | 8.9k | 78.66 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $696k | NEW | 1.9k | 367.44 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $696k | +31% | 5.7k | 122.78 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $695k | +43% | 2.9k | 243.08 |
|
| Palo Alto Networks (PANW) | 0.1 | $693k | +65% | 4.3k | 160.32 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $689k | +55% | 3.5k | 197.71 |
|
| Dominion Resources (D) | 0.1 | $689k | 11k | 61.82 |
|
|
| L3harris Technologies (LHX) | 0.1 | $680k | +22% | 2.0k | 345.15 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $677k | -18% | 3.5k | 196.20 |
|
| Norfolk Southern (NSC) | 0.1 | $675k | -28% | 2.4k | 287.00 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $666k | -12% | 1.2k | 577.18 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $665k | 4.4k | 151.41 |
|
|
| Southern Company (SO) | 0.1 | $662k | +81% | 6.9k | 96.52 |
|
| Pfizer (PFE) | 0.1 | $657k | +16% | 23k | 28.08 |
|
| FedEx Corporation (FDX) | 0.1 | $654k | +26% | 1.8k | 356.18 |
|
| Valero Energy Corporation (VLO) | 0.1 | $612k | -34% | 2.5k | 247.08 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $605k | +29% | 13k | 45.65 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $604k | NEW | 6.5k | 92.67 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $596k | +5% | 9.8k | 60.65 |
|
| Jefferies Finl Group (JEF) | 0.1 | $595k | 14k | 41.27 |
|
|
| Jack Henry & Associates (JKHY) | 0.1 | $595k | +155% | 3.8k | 158.04 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $589k | +112% | 6.0k | 98.38 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $580k | +8% | 5.4k | 108.25 |
|
| Sandisk Corp (SNDK) | 0.1 | $579k | NEW | 912.00 | 635.34 |
|
| Ameriprise Financial (AMP) | 0.1 | $578k | -2% | 1.3k | 444.40 |
|
| Walt Disney Company (DIS) | 0.1 | $576k | -12% | 6.0k | 96.38 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $574k | +12% | 10k | 57.64 |
|
| Prologis (PLD) | 0.1 | $570k | +14% | 4.3k | 132.18 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $563k | +11% | 1.4k | 390.41 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $554k | +4% | 2.9k | 189.59 |
|
| CBOE Holdings (CBOE) | 0.1 | $552k | +65% | 2.0k | 281.07 |
|
| Phillips 66 (PSX) | 0.1 | $551k | +5% | 3.0k | 182.18 |
|
| Autodesk (ADSK) | 0.1 | $549k | +120% | 2.3k | 239.40 |
|
| Starbucks Corporation (SBUX) | 0.1 | $546k | +4% | 6.1k | 89.59 |
|
| Gra (GGG) | 0.1 | $544k | NEW | 6.4k | 84.65 |
|
| Exelon Corporation (EXC) | 0.1 | $539k | -29% | 11k | 49.02 |
|
| Air Products & Chemicals (APD) | 0.1 | $538k | +3% | 1.9k | 290.49 |
|
| Equinix (EQIX) | 0.1 | $536k | +8% | 547.00 | 980.24 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $536k | -9% | 8.5k | 62.75 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $535k | +60% | 1.6k | 337.95 |
|
| Intercontinental Exchange (ICE) | 0.1 | $534k | +6% | 3.4k | 157.28 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $533k | 7.6k | 70.18 |
|
|
| Waste Management (WM) | 0.1 | $531k | +4% | 2.3k | 229.79 |
|
| Keysight Technologies (KEYS) | 0.1 | $528k | NEW | 1.9k | 282.37 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $524k | 2.5k | 209.02 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $524k | +10% | 585.00 | 895.24 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $514k | +11% | 3.9k | 130.95 |
|
| Illinois Tool Works (ITW) | 0.1 | $513k | 2.0k | 260.29 |
|
|
| General Motors Company (GM) | 0.1 | $509k | +10% | 6.8k | 74.50 |
|
| Federated Hermes CL B (FHI) | 0.1 | $509k | NEW | 9.0k | 56.71 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.1 | $508k | 10k | 50.75 |
|
|
| Electronic Arts (EA) | 0.1 | $506k | +45% | 2.5k | 203.87 |
|
| Western Digital (WDC) | 0.1 | $499k | +8% | 1.8k | 270.49 |
|
| Automatic Data Processing (ADP) | 0.1 | $496k | +6% | 2.4k | 203.18 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $495k | +49% | 9.0k | 55.24 |
|
| Comfort Systems USA (FIX) | 0.1 | $492k | +45% | 357.00 | 1378.99 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $491k | +27% | 1.3k | 391.76 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.1 | $489k | 4.0k | 120.97 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $487k | +7% | 4.1k | 118.63 |
|
| American Intl Group Com New (AIG) | 0.1 | $486k | 6.5k | 75.25 |
|
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $481k | NEW | 795.00 | 605.01 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.1 | $480k | 5.6k | 84.91 |
|
|
| Hca Holdings (HCA) | 0.1 | $478k | +4% | 1.0k | 473.24 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $473k | +8% | 8.0k | 58.78 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.1 | $462k | NEW | 9.0k | 51.37 |
|
| Realty Income (O) | 0.1 | $462k | NEW | 7.5k | 61.18 |
|
| Hartford Financial Services (HIG) | 0.1 | $460k | 3.4k | 135.22 |
|
|
| EQT Corporation (EQT) | 0.1 | $458k | +6% | 7.2k | 63.64 |
|
| Boeing Company (BA) | 0.1 | $455k | 2.3k | 199.03 |
|
|
| Allstate Corporation (ALL) | 0.1 | $455k | +106% | 2.2k | 207.34 |
|
| Travelers Companies (TRV) | 0.1 | $444k | +17% | 1.5k | 291.68 |
|
| Amdocs SHS (DOX) | 0.1 | $440k | NEW | 6.7k | 65.26 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $439k | NEW | 1.5k | 298.85 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $438k | +23% | 5.7k | 76.54 |
|
| Vici Pptys (VICI) | 0.1 | $437k | NEW | 16k | 27.32 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $437k | -2% | 731.00 | 597.55 |
|
| Vistra Energy (VST) | 0.1 | $432k | +5% | 2.9k | 150.33 |
|
| Motorola Solutions Com New (MSI) | 0.1 | $432k | +76% | 995.00 | 433.97 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $431k | 699.00 | 616.76 |
|
|
| Ingersoll Rand (IR) | 0.1 | $429k | 5.4k | 80.12 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $418k | +10% | 1.3k | 327.07 |
|
| Aon Shs Cl A (AON) | 0.0 | $413k | +4% | 1.3k | 322.78 |
|
| Hubbell (HUBB) | 0.0 | $405k | +3% | 826.00 | 490.74 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $402k | +11% | 9.9k | 40.47 |
|
| Cadence Design Systems (CDNS) | 0.0 | $401k | +3% | 1.4k | 277.87 |
|
| Monster Beverage Corp (MNST) | 0.0 | $400k | 5.5k | 72.46 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $398k | 1.3k | 304.08 |
|
|
| Cigna Corp (CI) | 0.0 | $397k | +39% | 1.5k | 266.75 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $396k | +2% | 3.5k | 114.83 |
|
| Verisign (VRSN) | 0.0 | $394k | NEW | 1.6k | 248.36 |
|
| Emerson Electric (EMR) | 0.0 | $392k | +4% | 3.0k | 131.00 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $390k | 559.00 | 697.72 |
|
|
| T. Rowe Price (TROW) | 0.0 | $384k | NEW | 4.3k | 90.14 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $383k | +32% | 4.5k | 85.23 |
|
| American Tower Reit (AMT) | 0.0 | $382k | +15% | 2.2k | 172.58 |
|
| Globe Life (GL) | 0.0 | $382k | NEW | 2.7k | 139.17 |
|
| SYNNEX Corporation (SNX) | 0.0 | $380k | NEW | 2.3k | 168.71 |
|
| Synopsys (SNPS) | 0.0 | $380k | +38% | 958.00 | 396.48 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $379k | -20% | 5.3k | 71.82 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $378k | +9% | 2.4k | 157.35 |
|
| Devon Energy Corporation (DVN) | 0.0 | $372k | +10% | 7.4k | 50.32 |
|
| SEI Investments Company (SEIC) | 0.0 | $369k | NEW | 4.7k | 78.47 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $369k | NEW | 4.4k | 83.73 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $368k | +24% | 1.9k | 191.81 |
|
| MGIC Investment (MTG) | 0.0 | $365k | NEW | 14k | 26.25 |
|
| Roper Industries (ROP) | 0.0 | $364k | +38% | 1.0k | 353.86 |
|
| Bondbloxx Etf Trust Ir M Taxaware (TAXX) | 0.0 | $363k | 7.2k | 50.55 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $357k | +12% | 462.00 | 772.64 |
|
| Ecolab (ECL) | 0.0 | $353k | +13% | 1.3k | 266.02 |
|
| Moody's Corporation (MCO) | 0.0 | $353k | +38% | 808.00 | 436.25 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $351k | +10% | 13k | 27.46 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $351k | 822.00 | 426.40 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $349k | +7% | 1.3k | 275.18 |
|
| PNC Financial Services (PNC) | 0.0 | $347k | -28% | 1.7k | 208.09 |
|
| Texas Roadhouse (TXRH) | 0.0 | $344k | +66% | 2.1k | 165.14 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.0 | $343k | NEW | 5.7k | 60.12 |
|
| 3M Company (MMM) | 0.0 | $342k | +4% | 2.4k | 145.23 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $337k | +55% | 5.5k | 61.35 |
|
| Corteva (CTVA) | 0.0 | $334k | +6% | 4.0k | 83.71 |
|
| Kroger (KR) | 0.0 | $331k | NEW | 4.6k | 72.36 |
|
| Us Bancorp Com New (USB) | 0.0 | $331k | -4% | 6.4k | 52.01 |
|
| W.W. Grainger (GWW) | 0.0 | $327k | +36% | 300.00 | 1090.81 |
|
| SYSCO Corporation (SYY) | 0.0 | $326k | +10% | 4.6k | 71.33 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $324k | NEW | 245.00 | 1320.83 |
|
| Becton, Dickinson and (BDX) | 0.0 | $323k | +18% | 2.1k | 157.23 |
|
| Old Dominion Freight Line (ODFL) | 0.0 | $321k | NEW | 1.6k | 195.40 |
|
| Lumentum Hldgs (LITE) | 0.0 | $320k | NEW | 455.00 | 702.76 |
|
| PPL Corporation (PPL) | 0.0 | $319k | NEW | 8.3k | 38.20 |
|
| CF Industries Holdings (CF) | 0.0 | $319k | NEW | 2.5k | 129.84 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $319k | NEW | 1.6k | 197.50 |
|
| MetLife (MET) | 0.0 | $318k | 4.5k | 70.72 |
|
|
| Simon Property (SPG) | 0.0 | $318k | +7% | 1.7k | 186.53 |
|
| Fifth Third Ban (FITB) | 0.0 | $317k | NEW | 6.8k | 46.46 |
|
| EOG Resources (EOG) | 0.0 | $314k | NEW | 2.2k | 144.57 |
|
| SLB Com Stk (SLB) | 0.0 | $313k | -22% | 6.1k | 51.39 |
|
| Paychex (PAYX) | 0.0 | $310k | +21% | 3.4k | 92.13 |
|
| American Electric Power Company (AEP) | 0.0 | $309k | +11% | 2.4k | 131.08 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $305k | +5% | 1.8k | 173.45 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $305k | NEW | 786.00 | 388.23 |
|
| Ross Stores (ROST) | 0.0 | $301k | +10% | 1.4k | 216.63 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $300k | +17% | 533.00 | 561.89 |
|
| Edwards Lifesciences (EW) | 0.0 | $298k | +40% | 3.7k | 80.08 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $298k | 749.00 | 398.00 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $295k | +2% | 4.4k | 66.48 |
|
| Sempra Energy (SRE) | 0.0 | $294k | 3.0k | 97.17 |
|
|
| Cirrus Logic (CRUS) | 0.0 | $292k | NEW | 2.0k | 144.62 |
|
| Dow (DOW) | 0.0 | $291k | NEW | 7.0k | 41.65 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $289k | -49% | 1.5k | 198.29 |
|
| Emcor (EME) | 0.0 | $288k | NEW | 390.00 | 738.31 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $287k | -2% | 1.3k | 213.67 |
|
| Yum! Brands (YUM) | 0.0 | $287k | +28% | 1.8k | 155.48 |
|
| AFLAC Incorporated (AFL) | 0.0 | $284k | -4% | 2.6k | 109.71 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $280k | NEW | 921.00 | 304.32 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $278k | +13% | 469.00 | 592.98 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $278k | -4% | 866.00 | 320.55 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $276k | +7% | 252.00 | 1093.35 |
|
| Kinder Morgan (KMI) | 0.0 | $273k | -2% | 8.1k | 33.53 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $272k | -15% | 6.4k | 42.56 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $268k | +8% | 11k | 23.81 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $265k | 5.8k | 45.52 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $265k | NEW | 4.3k | 61.05 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $264k | NEW | 3.1k | 84.89 |
|
| Vulcan Materials Company (VMC) | 0.0 | $264k | -6% | 970.00 | 272.30 |
|
| Anthem (ELV) | 0.0 | $264k | +6% | 901.00 | 292.75 |
|
| Eversource Energy (ES) | 0.0 | $262k | -7% | 3.8k | 69.28 |
|
| Casey's General Stores (CASY) | 0.0 | $262k | NEW | 360.00 | 727.86 |
|
| Snap-on Incorporated (SNA) | 0.0 | $262k | NEW | 720.00 | 363.22 |
|
| Diamedica Therapeutics Com New (DMAC) | 0.0 | $260k | 39k | 6.77 |
|
|
| Enbridge (ENB) | 0.0 | $257k | 4.7k | 54.14 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $252k | -15% | 4.3k | 58.18 |
|
| Rockwell Automation (ROK) | 0.0 | $251k | +6% | 699.00 | 358.88 |
|
| Digital Realty Trust (DLR) | 0.0 | $248k | NEW | 1.4k | 180.21 |
|
| Teradyne (TER) | 0.0 | $248k | NEW | 835.00 | 296.46 |
|
| Paccar (PCAR) | 0.0 | $247k | +13% | 2.1k | 115.50 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $246k | NEW | 983.00 | 250.58 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $246k | NEW | 1.9k | 126.28 |
|
| Assurant (AIZ) | 0.0 | $245k | 1.1k | 217.81 |
|
|
| Synchrony Financial (SYF) | 0.0 | $244k | -5% | 3.6k | 68.02 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $242k | +11% | 7.5k | 32.01 |
|
| AmerisourceBergen (COR) | 0.0 | $240k | +19% | 763.00 | 314.14 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $237k | +33% | 1.1k | 216.58 |
|
| Fiserv (FISV) | 0.0 | $237k | NEW | 4.2k | 55.80 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $236k | -36% | 2.1k | 114.99 |
|
| Portland Gen Elec Com New (POR) | 0.0 | $236k | NEW | 4.5k | 52.77 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $234k | +10% | 5.1k | 45.97 |
|
| Acuity Brands (AYI) | 0.0 | $234k | NEW | 836.00 | 280.22 |
|
| Cardinal Health (CAH) | 0.0 | $234k | NEW | 1.1k | 211.31 |
|
| Boyd Gaming Corporation (BYD) | 0.0 | $233k | NEW | 2.8k | 82.18 |
|
| New York Life Investments Et Nyli Ftse Intern (HFXI) | 0.0 | $230k | NEW | 6.9k | 33.58 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $225k | NEW | 3.7k | 61.32 |
|
| Carrier Global Corporation (CARR) | 0.0 | $225k | NEW | 4.0k | 56.31 |
|
| Essent (ESNT) | 0.0 | $223k | NEW | 3.8k | 58.44 |
|
| Alcoa (AA) | 0.0 | $223k | NEW | 3.4k | 66.33 |
|
| Jabil Circuit (JBL) | 0.0 | $222k | NEW | 835.00 | 265.63 |
|
| Skyworks Solutions (SWKS) | 0.0 | $221k | NEW | 4.1k | 53.55 |
|
| Goldman Sachs Etf Tr Access Hig Yld (GHYB) | 0.0 | $220k | -9% | 4.9k | 44.57 |
|
| Hologic | 0.0 | $219k | NEW | 2.9k | 75.59 |
|
| AutoZone (AZO) | 0.0 | $216k | 64.00 | 3377.78 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $216k | +7% | 1.8k | 118.21 |
|
| M&T Bank Corporation (MTB) | 0.0 | $215k | +3% | 1.0k | 206.72 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.0 | $214k | NEW | 3.6k | 60.06 |
|
| Martin Marietta Materials (MLM) | 0.0 | $214k | 364.00 | 588.68 |
|
|
| Coherent Corp (COHR) | 0.0 | $213k | NEW | 895.00 | 238.21 |
|
| Halliburton Company (HAL) | 0.0 | $212k | NEW | 5.4k | 38.99 |
|
| eBay (EBAY) | 0.0 | $212k | NEW | 2.3k | 91.02 |
|
| Bny Mellon Etf Trust Ii Enhanced Divid (BEDY) | 0.0 | $212k | 7.8k | 27.16 |
|
|
| Acumen Pharmaceuticals (ABOS) | 0.0 | $212k | 90k | 2.36 |
|
|
| ResMed (RMD) | 0.0 | $211k | +10% | 941.00 | 224.48 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $211k | NEW | 2.1k | 98.42 |
|
| Ptc (PTC) | 0.0 | $204k | NEW | 1.4k | 142.49 |
|
| Workday Cl A (WDAY) | 0.0 | $203k | NEW | 1.6k | 129.92 |
|
| FirstEnergy (FE) | 0.0 | $203k | NEW | 4.0k | 50.66 |
|
| Nvent Elec SHS (NVT) | 0.0 | $203k | NEW | 1.7k | 118.28 |
|
| NetApp (NTAP) | 0.0 | $202k | -6% | 2.0k | 102.39 |
|
| Public Service Enterprise (PEG) | 0.0 | $202k | NEW | 2.5k | 80.95 |
|
| Hldgs (UAL) | 0.0 | $201k | NEW | 2.2k | 92.07 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $201k | 173.00 | 1158.96 |
|
|
| Ford Motor Company (F) | 0.0 | $167k | 14k | 11.54 |
|
|
| Coty Com Cl A (COTY) | 0.0 | $21k | NEW | 11k | 2.01 |
|
Past Filings by Catalyst Financial Partners
SEC 13F filings are viewable for Catalyst Financial Partners going back to 2022
- Catalyst Financial Partners 2026 Q1 filed May 12, 2026
- 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