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
20.8%
During the Q4 2024 filing period, Catalyst Financial Partners LLC (CIK: 0001927537) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.0B across 273 reported positions.
During Q4 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 | 18.03% | -1.04% | +3.63% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.56% | -0.34% | +6.74% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.45% | -0.13% | +6.63% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.81% | -0.08% | +3.45% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.66% | +0.04% | +2.49% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.45% | -0.29% | +2.33% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.25% | +3.80% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | -0.06% | +4.72% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.14% | -0.06% | +2.41% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.08% | +0.38% | +1.00% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 1.92% | -0.12% | +3.30% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.09% | +1.67% | |
| 13 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 1.70% | -0.32% | — | |
| 14 | UFPT | Ufp Technologies Inc | Stock-Other | 1.22% | +0.10% | +0.00% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | +0.10% | +0.31% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.20% | +1.75% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.02% | +83.50% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.09% | +5.75% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.04% | +3.68% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.02% | +1.35% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.08% | +2.00% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | -0.03% | +12.39% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.11% | -5.73% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +0.13% | +1.84% | |
| 25 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.70% | -0.02% | +1.39% | |
| 26 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 0.64% | +0.09% | +14.08% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.29% | +4.50% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.57% | -0.06% | -3.61% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.05% | +9.27% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.53% | +0.02% | +35.11% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.02% | +2.56% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | -0.04% | +2.91% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.10% | +0.34% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.40% | -0.15% | +2.26% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.10% | +2.53% | |
| 36 | ORI | Old Republic Intl CORP | Stock-Financials | 0.34% | — | +0.07% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.33% | -0.10% | +4.19% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.02% | +3.13% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | +0.06% | +2.99% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | -0.02% | +1.56% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.32% | +0.11% | +0.89% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.31% | -0.01% | -2.55% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.31% | -0.12% | +3.03% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.31% | +0.03% | +2.43% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.30% | -0.02% | -10.81% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.26% | -0.03% | +15.46% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.26% | +0.01% | +1.78% | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | +0.01% | +9.42% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | -0.04% | +4.06% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.25% | +0.02% | NEW |
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 Q4 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 20.8% of total reported equity market value during Q4 2024.
During Q4 2024, Catalyst Financial Partners LLC's top holdings by market value included IVV (18.0%)、IEFA (6.6%)、IJR (5.5%). The largest single position, IVV, represented 18.0% of total portfolio value.
In Q4 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.