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CIK: 0001927537
Total reported value
$1.0B
$1.0B
226 檔
14.8%
As reported in its official Q1 2024 Form 13F filing, Catalyst Financial Partners LLC's tracked investment portfolio stood at $1.0B with 226 total positions.
During Q1 2024, Catalyst Financial Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.92% | -1.04% | +12.80% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.19% | -0.34% | +6.58% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.93% | -0.08% | +427.69% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.53% | -0.13% | +3.67% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.75% | +0.04% | +1.22% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.70% | -0.29% | +14.37% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.25% | +6.94% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.70% | -0.01% | -8.98% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.38% | +0.38% | +8.33% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 2.37% | -0.12% | +19.32% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | -0.06% | +30.59% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | -0.06% | +10.95% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.82% | +0.09% | +7.99% | |
| 14 | UFPT | Ufp Technologies Inc | Stock-Other | 1.61% | +0.10% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | -0.11% | -4.07% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | +0.10% | +3.12% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.05% | +0.20% | +11.39% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | -0.08% | +2.49% | |
| 19 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.90% | -0.02% | +3.19% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | -0.04% | +8.56% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.13% | +3.62% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | -0.02% | +6.12% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.29% | +5.80% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.73% | -0.06% | +7.34% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | -0.02% | -53.09% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.09% | +8.79% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.02% | +0.94% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.01% | -1.83% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | -0.02% | +4.12% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.10% | -3.14% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.04% | +2.90% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | +0.11% | +0.86% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.39% | +0.03% | +6.33% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.38% | +0.02% | -14.52% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.10% | +6.09% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.34% | -0.10% | +7.23% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.15% | +231.69% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | +0.06% | +6.95% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.02% | +4.81% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.18% | +7.89% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 0.32% | +0.01% | +5.66% | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | -0.02% | -5.93% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.29% | -0.03% | -65.34% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.28% | -0.04% | +13.50% | |
| 45 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.28% | +0.09% | — | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.27% | -0.05% | +5.12% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.26% | -0.06% | -3.23% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.25% | -0.02% | +10.24% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.03% | -11.78% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.12% | -5.91% |
According to official SEC Form 13F filings, Catalyst Financial Partners LLC reported a total U.S. public equity portfolio value of $1.0B across 226 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 14.8% of total reported equity market value during Q1 2024.
During Q1 2024, Catalyst Financial Partners LLC's top holdings by market value included IVV (16.9%)、IEFA (8.2%)、IJH (4.9%). The largest single position, IVV, represented 16.9% of total portfolio value.
In Q1 2024, Catalyst Financial Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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