$310 Million is the total value of CATALYST FINANCIAL PARTNERS LLC's 206 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ANSS | Exit | ANSYS INC | $0 | – | -616 | -100.0% | -0.07% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -746 | -100.0% | -0.07% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -3,960 | -100.0% | -0.07% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -621 | -100.0% | -0.07% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,072 | -100.0% | -0.07% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -1,076 | -100.0% | -0.08% | – |
| EW | Exit | EDWARDS LIFESCIENCES CORP | $0 | – | -2,276 | -100.0% | -0.08% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,672 | -100.0% | -0.08% | – |
| DXCM | Exit | DEXCOM INC | $0 | – | -1,946 | -100.0% | -0.09% | – |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -3,500 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-26
Signatures
The EDGAR filing(s) were signed by:
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.