CATALYST FINANCIAL PARTNERS LLC holdings history

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226 is the total number of securities CATALYST FINANCIAL PARTNERS LLC has owned. The longest CATALYST FINANCIAL PARTNERS LLC has owned a single stock is 4 quarters.

CATALYST FINANCIAL PARTNERS LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR4413.51%13.70%13.86%Q4 2022Q3 20234
IEFA ISHARES TR447.95%8.61%9.32%Q4 2022Q3 20234
IJH ISHARES TR444.35%4.59%4.75%Q4 2022Q3 20234
IVE ISHARES TR443.64%4.16%4.38%Q4 2022Q3 20234
IJR ISHARES TR444.00%4.12%4.36%Q4 2022Q3 20234
AAPL APPLE INC443.34%4.10%4.60%Q4 2022Q3 20234
AGG ISHARES TR443.10%3.47%3.63%Q4 2022Q3 20234
MSFT MICROSOFT CORP442.50%2.88%3.21%Q4 2022Q3 20234
SUB ISHARES TR442.19%2.33%2.48%Q4 2022Q3 20234
IEMG ISHARES INC442.20%2.28%2.38%Q4 2022Q3 20234
BND VANGUARD BD INDEX FDS441.72%2.21%2.62%Q4 2022Q3 20234
MUB ISHARES TR441.94%2.08%2.36%Q4 2022Q3 20234
SPY SPDR S&P 500 ETF TR441.62%1.94%2.18%Q4 2022Q3 20234
JNJ JOHNSON & JOHNSON440.87%1.74%2.90%Q4 2022Q3 20234
KMB KIMBERLY-CLARK CORP441.04%1.44%1.85%Q4 2022Q3 20234
AMZN AMAZON COM INC440.90%1.17%1.41%Q4 2022Q3 20234
GOOG ALPHABET INC440.98%1.09%1.26%Q4 2022Q3 20234
EFA ISHARES TR440.79%1.03%1.31%Q4 2022Q3 20234
BRKB BERKSHIRE HATHAWAY INC...440.90%0.97%1.01%Q4 2022Q3 20234
XOM EXXON MOBIL CORP440.80%0.92%1.09%Q4 2022Q3 20234
NVDA NVIDIA CORPORATION440.41%0.89%1.16%Q4 2022Q3 20234
GOOGL ALPHABET INC440.66%0.79%0.95%Q4 2022Q3 20234
PG PROCTER AND GAMBLE CO440.64%0.71%0.82%Q4 2022Q3 20234
MRK MERCK & CO INC440.46%0.64%0.73%Q4 2022Q3 20234
UNH UNITEDHEALTH GROUP INC440.55%0.62%0.73%Q4 2022Q3 20234
JPM JPMORGAN CHASE & CO440.55%0.62%0.71%Q4 2022Q3 20234
LLY LILLY ELI & CO440.49%0.62%0.74%Q4 2022Q3 20234
IWR ISHARES TR440.47%0.61%0.74%Q4 2022Q3 20234
ABBV ABBVIE INC440.42%0.57%0.72%Q4 2022Q3 20234
V VISA INC440.44%0.47%0.54%Q4 2022Q3 20234
CVX CHEVRON CORP NEW440.42%0.46%0.49%Q4 2022Q3 20234
PM PHILIP MORRIS INTL INC440.41%0.44%0.46%Q4 2022Q3 20234
FB META PLATFORMS INC440.22%0.43%0.59%Q4 2022Q3 20234
VEA VANGUARD TAX-MANAGED FDS440.24%0.41%0.84%Q4 2022Q3 20234
CSCO CISCO SYS INC440.34%0.40%0.44%Q4 2022Q3 20234
VWO VANGUARD INTL EQUITY I...440.26%0.40%0.75%Q4 2022Q3 20234
TSLA TESLA INC440.18%0.39%0.52%Q4 2022Q3 20234
QCOM QUALCOMM INC440.30%0.39%0.46%Q4 2022Q3 20234
KO COCA COLA CO440.30%0.38%0.46%Q4 2022Q3 20234
AVGO BROADCOM INC440.31%0.38%0.44%Q4 2022Q3 20234
CAT CATERPILLAR INC440.34%0.37%0.41%Q4 2022Q3 20234
WMT WALMART INC440.35%0.36%0.37%Q4 2022Q3 20234
DVY ISHARES TR440.25%0.35%0.47%Q4 2022Q3 20234
SHV ISHARES TR440.19%0.33%0.53%Q4 2022Q3 20234
PEP PEPSICO INC440.29%0.33%0.35%Q4 2022Q3 20234
HD HOME DEPOT INC440.29%0.32%0.34%Q4 2022Q3 20234
TXN TEXAS INSTRS INC440.23%0.32%0.41%Q4 2022Q3 20234
VT VANGUARD INTL EQUITY I...440.25%0.32%0.39%Q4 2022Q3 20234
MA MASTERCARD INCORPORATED440.28%0.30%0.34%Q4 2022Q3 20234
LOW LOWES COS INC440.21%0.30%0.35%Q4 2022Q3 20234
MCD MCDONALDS CORP440.27%0.29%0.31%Q4 2022Q3 20234
PFE PFIZER INC440.18%0.29%0.35%Q4 2022Q3 20234
INTC INTEL CORP440.28%0.29%0.30%Q4 2022Q3 20234
RTX RAYTHEON TECHNOLOGIES ...440.19%0.28%0.34%Q4 2022Q3 20234
CMCSA COMCAST CORP NEW440.23%0.28%0.32%Q4 2022Q3 20234
DHR DANAHER CORPORATION440.23%0.27%0.34%Q4 2022Q3 20234
PGR PROGRESSIVE CORP440.21%0.27%0.36%Q4 2022Q3 20234
SCHW SCHWAB CHARLES CORP440.19%0.25%0.28%Q4 2022Q3 20234
ETN EATON CORP PLC440.23%0.25%0.26%Q4 2022Q3 20234
COST COSTCO WHSL CORP NEW440.20%0.24%0.32%Q4 2022Q3 20234
APD AIR PRODS & CHEMS INC440.18%0.24%0.28%Q4 2022Q3 20234
VB VANGUARD INDEX FDS440.17%0.24%0.46%Q4 2022Q3 20234
CRM SALESFORCE INC440.17%0.24%0.28%Q4 2022Q3 20234
NEE NEXTERA ENERGY INC440.17%0.24%0.32%Q4 2022Q3 20234
VTEB VANGUARD MUN BD FDS440.18%0.23%0.30%Q4 2022Q3 20234
SBUX STARBUCKS CORP440.14%0.23%0.28%Q4 2022Q3 20234
VZ VERIZON COMMUNICATIONS...440.18%0.23%0.28%Q4 2022Q3 20234
BLK BLACKROCK INC440.14%0.22%0.26%Q4 2022Q3 20234
UPS UNITED PARCEL SERVICE INC440.12%0.22%0.30%Q4 2022Q3 20234
BAC BK OF AMERICA CORP440.19%0.21%0.27%Q4 2022Q3 20234
MDLZ MONDELEZ INTL INC440.18%0.21%0.24%Q4 2022Q3 20234
ABT ABBOTT LABS440.18%0.20%0.24%Q4 2022Q3 20234
ADBE ADOBE SYSTEMS INCORPOR...440.16%0.20%0.26%Q4 2022Q3 20234
MO ALTRIA GROUP INC440.17%0.20%0.23%Q4 2022Q3 20234
TMO THERMO FISHER SCIENTIF...440.16%0.20%0.25%Q4 2022Q3 20234
AMAT APPLIED MATLS INC440.18%0.20%0.22%Q4 2022Q3 20234
NSC NORFOLK SOUTHN CORP440.13%0.19%0.22%Q4 2022Q3 20234
ACN ACCENTURE PLC IRELAND440.16%0.19%0.21%Q4 2022Q3 20234
JNK SPDR SER TR440.14%0.19%0.28%Q4 2022Q3 20234
HON HONEYWELL INTL INC440.18%0.18%0.20%Q4 2022Q3 20234
MPC MARATHON PETE CORP440.13%0.18%0.21%Q4 2022Q3 20234
DE DEERE & CO440.15%0.18%0.22%Q4 2022Q3 20234
NOW SERVICENOW INC440.17%0.17%0.18%Q4 2022Q3 20234
IWN ISHARES TR440.15%0.17%0.21%Q4 2022Q3 20234
BMY BRISTOL-MYERS SQUIBB CO440.14%0.17%0.22%Q4 2022Q3 20234
GENERAL ELECTRIC CO440.16%0.17%0.17%Q4 2022Q3 20234
ORCL ORACLE CORP440.14%0.16%0.19%Q4 2022Q3 20234
AMP AMERIPRISE FINL INC440.14%0.16%0.19%Q4 2022Q3 20234
NFLX NETFLIX INC440.14%0.16%0.19%Q4 2022Q3 20234
JEF JEFFERIES FINL GROUP INC440.14%0.16%0.21%Q4 2022Q3 20234
MS MORGAN STANLEY440.15%0.16%0.18%Q4 2022Q3 20234
EXC EXELON CORP440.12%0.16%0.20%Q4 2022Q3 20234
HES HESS CORP440.13%0.16%0.20%Q4 2022Q3 20234
AMD ADVANCED MICRO DEVICES...440.12%0.15%0.17%Q4 2022Q3 20234
EEM ISHARES TR440.11%0.15%0.20%Q4 2022Q3 20234
CVS CVS HEALTH CORP440.12%0.15%0.22%Q4 2022Q3 20234
TJX TJX COS INC NEW440.14%0.15%0.17%Q4 2022Q3 20234
COP CONOCOPHILLIPS440.13%0.15%0.18%Q4 2022Q3 20234
NKE NIKE INC440.10%0.15%0.19%Q4 2022Q3 20234
ISRG INTUITIVE SURGICAL INC440.12%0.14%0.16%Q4 2022Q3 20234
ORLY OREILLY AUTOMOTIVE INC440.13%0.14%0.16%Q4 2022Q3 20234
TMUS T-MOBILE US INC440.12%0.14%0.17%Q4 2022Q3 20234
ITW ILLINOIS TOOL WKS INC440.13%0.14%0.15%Q4 2022Q3 20234
IR INGERSOLL RAND INC440.12%0.14%0.15%Q4 2022Q3 20234
BKNG BOOKING HOLDINGS INC440.12%0.14%0.15%Q4 2022Q3 20234
GILD GILEAD SCIENCES INC440.12%0.14%0.16%Q4 2022Q3 20234
MDT MEDTRONIC PLC440.12%0.14%0.15%Q4 2022Q3 20234
ADP AUTOMATIC DATA PROCESS...440.12%0.14%0.16%Q4 2022Q3 20234
DVN DEVON ENERGY CORP NEW440.10%0.13%0.19%Q4 2022Q3 20234
HWM HOWMET AEROSPACE INC440.11%0.13%0.15%Q4 2022Q3 20234
AMGN AMGEN INC440.09%0.13%0.18%Q4 2022Q3 20234
WAB WABTEC440.10%0.13%0.15%Q4 2022Q3 20234
PLD PROLOGIS INC.440.12%0.13%0.13%Q4 2022Q3 20234
CONSTELLATION ENERGY CORP440.11%0.13%0.15%Q4 2022Q3 20234
NOC NORTHROP GRUMMAN CORP440.08%0.13%0.20%Q4 2022Q3 20234
TT TRANE TECHNOLOGIES PLC440.12%0.12%0.13%Q4 2022Q3 20234
DUK DUKE ENERGY CORP NEW440.10%0.12%0.14%Q4 2022Q3 20234
SYY SYSCO CORP440.09%0.12%0.15%Q4 2022Q3 20234
AON AON PLC440.11%0.12%0.14%Q4 2022Q3 20234
GS GOLDMAN SACHS GROUP INC440.11%0.12%0.14%Q4 2022Q3 20234
CME CME GROUP INC440.10%0.12%0.14%Q4 2022Q3 20234
INTU INTUIT440.10%0.12%0.13%Q4 2022Q3 20234
BDX BECTON DICKINSON & CO440.10%0.12%0.13%Q4 2022Q3 20234
IBM INTERNATIONAL BUSINESS...440.11%0.12%0.13%Q4 2022Q3 20234
MCK MCKESSON CORP440.10%0.11%0.14%Q4 2022Q3 20234
CB CHUBB LIMITED440.09%0.11%0.15%Q4 2022Q3 20234
ZTS ZOETIS INC440.10%0.11%0.12%Q4 2022Q3 20234
CTAS CINTAS CORP440.11%0.11%0.11%Q4 2022Q3 20234
ANTM ELEVANCE HEALTH INC440.09%0.11%0.14%Q4 2022Q3 20234
LMT LOCKHEED MARTIN CORP440.10%0.11%0.12%Q4 2022Q3 20234
MET METLIFE INC440.08%0.11%0.15%Q4 2022Q3 20234
AIG AMERICAN INTL GROUP INC440.10%0.11%0.14%Q4 2022Q3 20234
GHYB GOLDMAN SACHS ETF TR440.08%0.11%0.12%Q4 2022Q3 20234
BSX BOSTON SCIENTIFIC CORP440.09%0.10%0.12%Q4 2022Q3 20234
BKLN INVESCO EXCH TRADED FD...440.09%0.10%0.12%Q4 2022Q3 20234
T AT&T INC440.07%0.10%0.12%Q4 2022Q3 20234
PJP INVESCO EXCHANGE TRADE...440.07%0.10%0.14%Q4 2022Q3 20234
WM WASTE MGMT INC DEL440.08%0.10%0.11%Q4 2022Q3 20234
VLO VALERO ENERGY CORP440.08%0.09%0.10%Q4 2022Q3 20234
VOYA VOYA FINANCIAL INC440.07%0.09%0.10%Q4 2022Q3 20234
GSAT GLOBALSTAR INC440.06%0.08%0.11%Q4 2022Q3 20234
HPE HEWLETT PACKARD ENTERP...440.06%0.07%0.08%Q4 2022Q3 20234
F FORD MTR CO DEL440.06%0.06%0.07%Q4 2022Q3 20234
DMAC DIAMEDICA THERAPEUTICS...440.01%0.03%0.06%Q4 2022Q3 20234
SCZ ISHARES TR210.09%0.36%0.63%Q4 2022Q3 20233
PAYX PAYCHEX INC330.16%0.17%0.17%Q1 2023Q3 20233
CCI CROWN CASTLE INC330.12%0.16%0.19%Q1 2023Q3 20233
D DOMINION ENERGY INC330.13%0.16%0.17%Q1 2023Q3 20233
FAST FASTENAL CO330.15%0.15%0.17%Q1 2023Q3 20233
FIS FIDELITY NATL INFORMAT...330.14%0.15%0.16%Q1 2023Q3 20233
DEO DIAGEO PLC330.12%0.15%0.17%Q1 2023Q3 20233
TGT TARGET CORP330.07%0.14%0.20%Q1 2023Q3 20233
SHY ISHARES TR330.10%0.13%0.14%Q1 2023Q3 20233
CINF CINCINNATI FINL CORP330.12%0.12%0.13%Q1 2023Q3 20233
UNP UNION PAC CORP330.09%0.12%0.17%Q1 2023Q3 20233
ADI ANALOG DEVICES INC330.11%0.12%0.12%Q1 2023Q3 20233
WFC WELLS FARGO CO NEW210.11%0.11%0.12%Q4 2022Q3 20233
SPGI S&P GLOBAL INC330.09%0.11%0.12%Q1 2023Q3 20233
CSX CSX CORP330.10%0.11%0.12%Q1 2023Q3 20233
IVW ISHARES TR330.10%0.11%0.12%Q1 2023Q3 20233
VRTX VERTEX PHARMACEUTICALS...330.10%0.11%0.11%Q1 2023Q3 20233
SYK STRYKER CORPORATION330.10%0.11%0.11%Q1 2023Q3 20233
USB US BANCORP DEL210.08%0.10%0.15%Q4 2022Q3 20233
FTNT FORTINET INC330.08%0.10%0.11%Q1 2023Q3 20233
BA BOEING CO330.09%0.10%0.10%Q1 2023Q3 20233
MCHP MICROCHIP TECHNOLOGY INC.330.09%0.10%0.10%Q1 2023Q3 20233
AXP AMERICAN EXPRESS CO330.09%0.10%0.11%Q1 2023Q3 20233
EQIX EQUINIX INC330.09%0.10%0.10%Q1 2023Q3 20233
AMT AMERICAN TOWER CORP NEW330.07%0.09%0.12%Q4 2022Q2 20233
FISV FISERV INC330.09%0.09%0.10%Q1 2023Q3 20233
IWY ISHARES TR210.07%0.09%0.13%Q4 2022Q3 20233
LHX L3HARRIS TECHNOLOGIES INC330.08%0.09%0.10%Q4 2022Q2 20233
HUBS HUBSPOT INC330.08%0.09%0.09%Q1 2023Q3 20233
FCX FREEPORT-MCMORAN INC330.08%0.08%0.09%Q1 2023Q3 20233
MU MICRON TECHNOLOGY INC330.07%0.08%0.09%Q1 2023Q3 20233
VCSH VANGUARD SCOTTSDALE FDS221.56%1.68%1.79%Q4 2022Q1 20232
UFPT UFP TECHNOLOGIES INC220.40%0.92%1.44%Q2 2023Q3 20232
VO VANGUARD INDEX FDS220.12%0.30%0.48%Q4 2022Q1 20232
LINDE PLC220.19%0.19%0.20%Q2 2023Q3 20232
LIN LINDE PLC220.18%0.19%0.19%Q4 2022Q1 20232
FNLC FIRST BANCORP INC ME220.15%0.16%0.17%Q2 2023Q3 20232
EMB ISHARES TR110.11%0.15%0.20%Q4 2022Q2 20232
ICSH ISHARES TR220.10%0.15%0.19%Q4 2022Q1 20232
ABOS ACUMEN PHARMACEUTICALS...220.12%0.14%0.15%Q2 2023Q3 20232
VTV VANGUARD INDEX FDS110.08%0.10%0.11%Q4 2022Q2 20232
KLAC KLA CORP220.09%0.09%0.10%Q2 2023Q3 20232
WMB WILLIAMS COS INC220.09%0.09%0.09%Q2 2023Q3 20232
CF CF INDS HLDGS INC110.07%0.09%0.10%Q4 2022Q3 20232
DXCM DEXCOM INC220.09%0.09%0.09%Q1 2023Q2 20232
DIS DISNEY WALT CO110.07%0.09%0.11%Q1 2023Q3 20232
AIZ ASSURANT INC110.07%0.09%0.11%Q4 2022Q3 20232
PWR QUANTA SVCS INC220.08%0.08%0.08%Q2 2023Q3 20232
MMC MARSH & MCLENNAN COS INC220.08%0.08%0.08%Q2 2023Q3 20232
ATVI ACTIVISION BLIZZARD INC220.07%0.08%0.08%Q2 2023Q3 20232
ROP ROPER TECHNOLOGIES INC220.08%0.08%0.08%Q2 2023Q3 20232
HCA HCA HEALTHCARE INC220.07%0.07%0.08%Q2 2023Q3 20232
HUBB HUBBELL INC220.07%0.07%0.08%Q2 2023Q3 20232
CMG CHIPOTLE MEXICAN GRILL...220.07%0.07%0.08%Q2 2023Q3 20232
EQT EQT CORP220.07%0.07%0.08%Q2 2023Q3 20232
CL COLGATE PALMOLIVE CO220.07%0.07%0.08%Q2 2023Q3 20232
GM GENERAL MTRS CO220.07%0.07%0.08%Q2 2023Q3 20232
VBLT VASCULAR BIOGENICS LTD220.00%0.00%0.00%Q2 2023Q3 20232
VNQ VANGUARD INDEX FDS110.25%0.25%0.25%Q4 2022Q4 20221
VOOG VANGUARD ADMIRAL FDS INC110.17%0.17%0.17%Q4 2022Q4 20221
IWM ISHARES TR110.17%0.17%0.17%Q3 2023Q3 20231
IWD ISHARES TR110.17%0.17%0.17%Q3 2023Q3 20231
PRF INVESCO EXCHANGE TRADE...110.15%0.15%0.15%Q4 2022Q4 20221
SCHX SCHWAB STRATEGIC TR110.14%0.14%0.14%Q3 2023Q3 20231
TSCO TRACTOR SUPPLY CO110.10%0.10%0.10%Q1 2023Q1 20231
ZBRA ZEBRA TECHNOLOGIES COR...110.09%0.09%0.09%Q1 2023Q1 20231
EW EDWARDS LIFESCIENCES CORP110.08%0.08%0.08%Q2 2023Q2 20231
REGN REGENERON PHARMACEUTICALS110.08%0.08%0.08%Q3 2023Q3 20231
EMR EMERSON ELEC CO110.08%0.08%0.08%Q3 2023Q3 20231
CAPITAL GROUP GBL GROW...110.08%0.08%0.08%Q3 2023Q3 20231
EOG EOG RES INC110.07%0.07%0.07%Q3 2023Q3 20231
ANSS ANSYS INC110.07%0.07%0.07%Q2 2023Q2 20231
DGRO ISHARES TR110.07%0.07%0.07%Q2 2023Q2 20231
IWF ISHARES TR110.07%0.07%0.07%Q2 2023Q2 20231
ROK ROCKWELL AUTOMATION INC110.07%0.07%0.07%Q2 2023Q2 20231
SLB SCHLUMBERGER LTD110.07%0.07%0.07%Q3 2023Q3 20231
CDNS CADENCE DESIGN SYSTEM INC110.07%0.07%0.07%Q3 2023Q3 20231
DD DUPONT DE NEMOURS INC110.07%0.07%0.07%Q3 2023Q3 20231
HUM HUMANA INC110.07%0.07%0.07%Q3 2023Q3 20231
GLD SPDR GOLD TR110.07%0.07%0.07%Q3 2023Q3 20231
CI THE CIGNA GROUP110.07%0.07%0.07%Q3 2023Q3 20231
LUMN LUMEN TECHNOLOGIES INC110.01%0.01%0.01%Q1 2023Q1 20231
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of CATALYST FINANCIAL PARTNERS LLC.

The conviction is calculated by counting the number of quarters a security has been reported by CATALYST FINANCIAL PARTNERS LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that CATALYST FINANCIAL PARTNERS LLC owns currently or has owned in the past.