Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 4 | Q3 2023 | 13.9% |
ISHARES TR | 4 | Q3 2023 | 9.3% |
ISHARES TR | 4 | Q3 2023 | 4.8% |
ISHARES TR | 4 | Q3 2023 | 4.4% |
ISHARES TR | 4 | Q3 2023 | 4.4% |
APPLE INC | 4 | Q3 2023 | 4.6% |
ISHARES TR | 4 | Q3 2023 | 3.6% |
MICROSOFT CORP | 4 | Q3 2023 | 3.2% |
ISHARES TR | 4 | Q3 2023 | 2.5% |
ISHARES INC | 4 | Q3 2023 | 2.4% |
View CATALYST FINANCIAL PARTNERS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-02-07 |
13F-HR | 2023-10-26 |
13F-HR | 2023-08-02 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-19 |
View CATALYST FINANCIAL PARTNERS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.