Catalyst Financial Partners LLC Top Holdings and 13F Report (2025) About Catalyst Financial Partners LLCInvestment ActivityCatalyst Financial Partners LLC has $531.94 million in total holdings as of December 31, 2024.Catalyst Financial Partners LLC owns shares of 273 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 6.85% of the portfolio was purchased this quarter.About 2.44% of the portfolio was sold this quarter.This quarter, Catalyst Financial Partners LLC has purchased 273 new stocks and bought additional shares in 175 stocks.Catalyst Financial Partners LLC sold shares of 69 stocks and completely divested from 13 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $95,904,420iShares Core MSCI EAFE ETF $34,906,026iShares Core S&P Small-Cap ETF $29,015,895iShares Core S&P Mid-Cap ETF $25,595,775Apple $24,789,603 Largest New Holdings this Quarter Hartford Total Return Bond ETF $9,053,361 HoldingiShares Russell 3000 ETF $1,331,986 HoldingBLACKROCK INC $853,917 HoldingPALANTIR TECHNOLOGIES INC $419,520 HoldingARISTA NETWORKS INC $395,587 Holding Largest Purchases this Quarter Hartford Total Return Bond ETF 271,628 shares (about $9.05M)iShares Core S&P 500 ETF 5,710 shares (about $3.36M)Procter & Gamble 14,432 shares (about $2.42M)iShares Core MSCI EAFE ETF 31,345 shares (about $2.20M)iShares Core S&P Small-Cap ETF 15,665 shares (about $1.80M) Largest Sales this Quarter iShares S&P 500 Value ETF 8,831 shares (about $1.69M)Vanguard Total Bond Market ETF 4,299 shares (about $309.14K)Johnson & Johnson 1,734 shares (about $250.77K)iShares MSCI ACWI ex U.S. ETF 3,758 shares (about $196.02K)Howmet Aerospace 1,381 shares (about $151.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCatalyst Financial Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$95,904,420$3,361,370 ▲3.6%162,91418.0%ETFIEFAiShares Core MSCI EAFE ETF$34,906,026$2,202,926 ▲6.7%496,6716.6%ETFIJRiShares Core S&P Small-Cap ETF$29,015,895$1,804,924 ▲6.6%251,8305.5%ETFIJHiShares Core S&P Mid-Cap ETF$25,595,775$854,146 ▲3.5%410,7814.8%ETFAAPLApple$24,789,603$601,760 ▲2.5%98,9924.7%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$18,328,092$416,574 ▲2.3%189,1443.4%FinanceMSFTMicrosoft$17,216,067$630,982 ▲3.8%40,8453.2%Computer and TechnologyNVDANVIDIA$15,679,864$707,307 ▲4.7%116,7612.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$11,404,048$268,427 ▲2.4%19,4582.1%FinanceIEMGiShares Core MSCI Emerging Markets ETF$11,047,781$109,767 ▲1.0%211,5622.1%ETFMUBiShares National Muni Bond ETF$10,231,038$326,895 ▲3.3%96,0211.9%ETFAMZNAmazon.com$9,906,336$162,568 ▲1.7%45,1541.9%Retail/WholesaleHTRBHartford Total Return Bond ETF$9,053,361$9,053,361 ▲New Holding271,6281.7%ETFUFPTUFP Technologies$6,468,757$245 ▲0.0%26,4561.2%Industrial ProductsGOOGAlphabet$6,099,117$18,854 ▲0.3%32,0261.1%Computer and TechnologyGOOGLAlphabet$5,517,149$95,029 ▲1.8%29,1451.0%Computer and TechnologyPGProcter & Gamble$5,317,020$2,419,525 ▲83.5%31,7151.0%Consumer StaplesAVGOBroadcom$4,936,664$268,244 ▲5.7%21,2930.9%Computer and TechnologyMETAMeta Platforms$4,918,284$174,482 ▲3.7%8,4000.9%Computer and TechnologyJPMJPMorgan Chase & Co.$4,619,451$61,366 ▲1.3%19,2710.9%FinanceBRK.BBerkshire Hathaway$4,341,969$85,217 ▲2.0%9,5790.8%FinanceTSLATesla$4,147,437$457,147 ▲12.4%10,2700.8%Auto/Tires/TrucksJNJJohnson & Johnson$4,127,599$250,771 ▼-5.7%28,5410.8%MedicalLLYEli Lilly and Company$3,806,732$68,708 ▲1.8%4,9310.7%MedicalKMBKimberly-Clark$3,722,453$51,106 ▲1.4%28,4070.7%Consumer StaplesSMMDiShares Russell 2500 ETF$3,411,361$421,125 ▲14.1%50,1670.6%ETFXOMExxon Mobil$3,141,689$135,431 ▲4.5%29,2060.6%Oils/EnergyEFAiShares MSCI EAFE ETF$3,053,207$114,247 ▼-3.6%40,3810.6%FinanceVTIVanguard Total Stock Market ETF$2,886,056$244,900 ▲9.3%9,9580.5%ETFIWRiShares Russell Mid-Cap ETF$2,826,325$734,427 ▲35.1%31,9720.5%ETFVVisa$2,750,496$68,581 ▲2.6%8,7030.5%Business ServicesABBVAbbVie$2,280,288$64,506 ▲2.9%12,8320.4%MedicalUNHUnitedHealth Group$2,265,747$7,588 ▲0.3%4,4790.4%MedicalWMTWalmart$2,113,738$46,621 ▲2.3%23,3950.4%Retail/WholesaleCOSTCostco Wholesale$1,964,483$48,562 ▲2.5%2,1440.4%Retail/WholesaleORIOld Republic International$1,829,079$1,230 ▲0.1%50,5410.3%FinanceCRMSalesforce$1,744,868$70,209 ▲4.2%5,2190.3%Computer and TechnologyHDHome Depot$1,743,842$52,903 ▲3.1%4,4830.3%Retail/WholesaleMAMastercard$1,720,831$50,024 ▲3.0%3,2680.3%Business ServicesPMPhilip Morris International$1,704,935$26,237 ▲1.6%14,1660.3%Consumer StaplesCATCaterpillar$1,691,913$14,873 ▲0.9%4,6640.3%Industrial ProductsMRKMerck & Co., Inc.$1,644,205$42,975 ▼-2.5%16,5280.3%MedicalNFLXNetflix$1,634,681$48,131 ▲3.0%1,8340.3%Consumer DiscretionaryQCOMQUALCOMM$1,633,749$38,712 ▲2.4%10,6350.3%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$1,616,960$196,017 ▼-10.8%31,0000.3%ManufacturingSUBiShares Short-Term National Muni Bond ETF$1,405,205$188,176 ▲15.5%13,3220.3%ETFETNEaton$1,404,474$24,558 ▲1.8%4,2320.3%Industrial ProductsBACBank of America$1,397,721$120,289 ▲9.4%31,8030.3%FinanceKOCoca-Cola$1,346,435$52,547 ▲4.1%21,6260.3%Consumer StaplesIWViShares Russell 3000 ETF$1,331,986$1,331,986 ▲New Holding3,9850.3%ETFTXNTexas Instruments$1,305,632$9,375 ▼-0.7%6,9630.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,297,5700.0%6,6260.2%ETFRTXRTX$1,286,806$6,017 ▼-0.5%11,1200.2%AerospaceCSCOCisco Systems$1,261,498$54,464 ▲4.5%21,3090.2%Computer and TechnologyNOWServiceNow$1,230,799$15,902 ▲1.3%1,1610.2%Computer and TechnologyIWMiShares Russell 2000 ETF$1,159,377$8,176 ▼-0.7%5,2470.2%FinanceCVXChevron$1,123,637$6,952 ▲0.6%7,7580.2%Oils/EnergyPGRProgressive$1,120,177$3,115 ▲0.3%4,6750.2%FinanceJEFJefferies Financial Group$1,105,597$3,528 ▲0.3%14,1020.2%FinanceORCLOracle$1,103,823$52,658 ▲5.0%6,6240.2%Computer and TechnologyIBMInternational Business Machines$1,059,141$59,354 ▲5.9%4,8180.2%Computer and TechnologyMCDMcDonald's$1,028,530$67,544 ▲7.0%3,5480.2%Retail/WholesaleLOWLowe's Companies$1,001,514$10,119 ▼-1.0%4,0580.2%Retail/WholesaleISRGIntuitive Surgical$1,000,075$33,405 ▲3.5%1,9160.2%MedicalBNDVanguard Total Bond Market ETF$976,897$309,141 ▼-24.0%13,5850.2%ETFVTVanguard Total World Stock ETF$966,3900.0%8,2260.2%ETFTMOThermo Fisher Scientific$962,426$31,734 ▼-3.2%1,8500.2%MedicalACNAccenture$935,761$77,746 ▲9.1%2,6600.2%Computer and TechnologyGEGeneral Electric$921,181$11,675 ▲1.3%5,5230.2%TransportationSCHWCharles Schwab$907,955$5,181 ▲0.6%12,2680.2%FinanceVWOVanguard FTSE Emerging Markets ETF$900,090$10,041 ▲1.1%20,4380.2%ETFABTAbbott Laboratories$897,641$38,571 ▲4.5%7,9360.2%MedicalBLACKROCK INC$853,917$853,917 ▲New Holding8330.2%COMIVEiShares S&P 500 Value ETF$852,470$1,685,661 ▼-66.4%4,4660.2%ETFDHRDanaher$850,942$21,807 ▼-2.5%3,7070.2%Multi-Sector ConglomeratesGSThe Goldman Sachs Group$848,623$43,519 ▲5.4%1,4820.2%FinanceMSMorgan Stanley$846,724$11,315 ▲1.4%6,7350.2%FinanceVEAVanguard FTSE Developed Markets ETF$842,911$43,468 ▲5.4%17,6270.2%ETFCEGConstellation Energy$840,031$25,950 ▼-3.0%3,7550.2%Oils/EnergyBKNGBooking$834,695$29,811 ▲3.7%1680.2%Retail/WholesaleNEENextEra Energy$832,034$4,660 ▲0.6%11,6060.2%UtilitiesAMATApplied Materials$829,413$20,491 ▲2.5%5,1000.2%Computer and TechnologyLINDE PLC$829,385$7,117 ▲0.9%1,9810.2%SHSUNPUnion Pacific$825,049$2,508 ▼-0.3%3,6180.2%TransportationTTTrane Technologies$823,281$8,864 ▲1.1%2,2290.2%ConstructionPEPPepsiCo$806,070$146,282 ▼-15.4%5,3010.2%Consumer StaplesADBEAdobe$784,860$50,249 ▼-6.0%1,7650.1%Computer and TechnologyRLYSPDR SSgA Multi-Asset Real Return ETF$784,039$76,737 ▲10.8%29,0170.1%ETFAMDAdvanced Micro Devices$767,983$4,348 ▲0.6%6,3580.1%Computer and TechnologyWFCWells Fargo & Company$765,713$43,550 ▲6.0%10,9010.1%FinanceHONHoneywell International$751,310$11,972 ▲1.6%3,3260.1%Multi-Sector ConglomeratesAXPAmerican Express$749,988$12,762 ▲1.7%2,5270.1%FinanceIVWiShares S&P 500 Growth ETF$744,215$16,042 ▲2.2%7,3300.1%ETFTJXTJX Companies$727,759$14,376 ▲2.0%6,0240.1%Retail/WholesaleTAT&T$713,498$125,372 ▲21.3%31,3350.1%Computer and TechnologyAMPAmeriprise Financial$713,456$2,130 ▲0.3%1,3400.1%FinanceILCGiShares Morningstar Growth ETF$703,3600.0%7,8500.1%ETFNOCNorthrop Grumman$688,448$15,956 ▼-2.3%1,4670.1%AerospaceVBVanguard Small-Cap ETF$688,256$23,791 ▼-3.3%2,8640.1%ETFVZVerizon Communications$687,071$9,278 ▲1.4%17,1810.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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