13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001927537
Total reported value
$1.0B
$1.0B
273 檔
20.0%
According to the latest 13F quarterly dataset, Catalyst Financial Partners LLC managed an equity portfolio of $1.0B at the end of Q3 2024, spanning 273 distinct U.S. exchange-listed positions.
During Q3 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 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.74% | -1.04% | +5.76% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.10% | -0.34% | +5.35% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.40% | -0.13% | +15.93% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.84% | -0.08% | +7.83% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.40% | +0.04% | +4.25% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.66% | -0.29% | +6.40% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.31% | -0.25% | +2.08% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | -0.06% | +4.80% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.35% | +0.38% | +8.96% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.13% | -0.06% | +7.89% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.98% | -0.12% | +7.21% | |
| 12 | UFPT | Ufp Technologies Inc | Stock-Other | 1.64% | +0.10% | -5.40% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +0.09% | +3.16% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.10% | +1.46% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.11% | -6.29% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.20% | +2.06% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.92% | — | +10.96% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.04% | +4.83% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.85% | -0.08% | +1.29% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.13% | +3.55% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.02% | +2.28% | |
| 22 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.78% | -0.02% | +0.95% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.69% | -0.06% | +4.98% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | +0.09% | +943.32% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.29% | +2.67% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.02% | +1.78% | |
| 27 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.58% | +0.09% | +36.79% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.51% | -0.01% | -40.26% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.10% | +3.21% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.05% | +0.94% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | -0.04% | +1.41% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | -0.03% | +24.85% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.02% | +3.41% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.41% | +0.02% | +3.29% | |
| 35 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.39% | -0.02% | +12.12% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | -0.01% | -4.15% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.10% | +4.24% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.15% | +0.84% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | +0.11% | +6.25% | |
| 40 | ORI | Old Republic Intl CORP | Stock-Financials | 0.35% | — | -24.14% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | +0.03% | +0.33% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.34% | -0.02% | +9.14% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.33% | -0.02% | +0.67% | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | +0.06% | +3.96% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | -0.04% | +2.86% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.28% | +0.04% | +46.84% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.27% | +0.01% | +0.87% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.27% | -0.10% | +2.73% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.26% | -0.05% | +1.70% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.26% | -0.02% | -20.38% |
According to official SEC Form 13F filings, Catalyst Financial Partners LLC reported a total U.S. public equity portfolio value of $1.0B across 273 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJR) accounted for 20.0% of total reported equity market value during Q3 2024.
During Q3 2024, Catalyst Financial Partners LLC's top holdings by market value included IVV (17.7%)、IEFA (7.1%)、IJR (5.4%). The largest single position, IVV, represented 17.7% of total portfolio value.
In Q3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.