HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
115,911 | +16,930 | $55,363 |
| IVV | 115,911 | +16,930 | $55,363 |
| ISHARES TR (IEFA) |
421,021 | +37,956 | $29,619 |
| IEFA | 421,021 | +37,956 | $29,619 |
| ISHARES TR (IJR) |
166,106 | +22,924 | $17,981 |
| IJR | 166,106 | +22,924 | $17,981 |
| ISHARES TR (IJH) |
64,207 | +5,518 | $17,795 |
| IJH | 64,207 | +5,518 | $17,795 |
| APPLE INC |
85,726 | +2,512 | $16,505 |
| AAPL | 85,726 | +2,512 | $16,505 |
| ISHARES TR (AGG) |
131,503 | +15,445 | $13,052 |
| AGG | 131,503 | +15,445 | $13,052 |
| ISHARES TR (IVE) |
65,251 | -8,192 | $11,346 |
| IVE | 65,251 | -8,192 | $11,346 |
| MICROSOFT CORP |
30,099 | +999 | $11,318 |
| MSFT | 30,099 | +999 | $11,318 |
| ISHARES INC (IEMG) |
170,671 | +15,519 | $8,633 |
| IEMG | 170,671 | +15,519 | $8,633 |
| ISHARES TR (MUB) |
72,508 | +11,559 | $7,861 |
| MUB | 72,508 | +11,559 | $7,861 |
| SPDR S&P 500 ETF TR (SPY) |
13,228 | +1,444 | $6,287 |
| SPY | 13,228 | +1,444 | $6,287 |
| JOHNSON & JOHNSON |
38,915 | -5,097 | $6,100 |
| JNJ | 38,915 | -5,097 | $6,100 |
| AMAZON COM INC |
36,194 | +1,706 | $5,499 |
| AMZN | 36,194 | +1,706 | $5,499 |
| VANGUARD BD INDEX FDS (BND) |
71,910 | -4,495 | $5,289 |
| BND | 71,910 | -4,495 | $5,289 |
| UFP TECHNOLOGIES INC |
27,657 | UNCH | $4,758 |
| UFPT | 27,657 | UNCH | $4,758 |
| NVIDIA CORPORATION |
8,700 | +431 | $4,308 |
| NVDA | 8,700 | +431 | $4,308 |
| ALPHABET INC |
29,489 | -230 | $4,156 |
| GOOG | 29,489 | -230 | $4,156 |
| ISHARES TR (SUB) |
31,251 | -37,909 | $3,295 |
| SUB | 31,251 | -37,909 | $3,295 |
| ALPHABET INC |
23,549 | +1,079 | $3,290 |
| GOOGL | 23,549 | +1,079 | $3,290 |
| KIMBERLY CLARK CORP |
26,827 | +43 | $3,260 |
| KMB | 26,827 | +43 | $3,260 |
 BERKSHIRE HATHAWAY INC DEL |
$3,120 | ||
| BRK.B | 8,747 | -118 | $3,120 |
| JPMORGAN CHASE & CO |
15,378 | +137 | $2,616 |
| JPM | 15,378 | +137 | $2,616 |
| ISHARES TR (EFA) |
34,414 | -1,288 | $2,593 |
| EFA | 34,414 | -1,288 | $2,593 |
| ELI LILLY & CO |
4,368 | +85 | $2,546 |
| LLY | 4,368 | +85 | $2,546 |
| META PLATFORMS INC |
6,494 | +390 | $2,299 |
| META | 6,494 | +390 | $2,299 |
| EXXON MOBIL CORP |
22,698 | -38 | $2,269 |
| XOM | 22,698 | -38 | $2,269 |
| UNITEDHEALTH GROUP INC |
4,071 | +232 | $2,143 |
| UNH | 4,071 | +232 | $2,143 |
| PROCTER AND GAMBLE CO |
14,011 | +500 | $2,053 |
| PG | 14,011 | +500 | $2,053 |
| VISA INC |
7,665 | +395 | $1,996 |
| V | 7,665 | +395 | $1,996 |
| MERCK & CO INC |
17,931 | -1,227 | $1,955 |
| MRK | 17,931 | -1,227 | $1,955 |
| BROADCOM INC |
1,673 | +93 | $1,867 |
| AVGO | 1,673 | +93 | $1,867 |
| TESLA INC |
6,978 | +598 | $1,734 |
| TSLA | 6,978 | +598 | $1,734 |
| ISHARES TR (IWR) |
21,786 | +671 | $1,693 |
| IWR | 21,786 | +671 | $1,693 |
| ABBVIE INC |
10,902 | +296 | $1,690 |
| ABBV | 10,902 | +296 | $1,690 |
| PHILIP MORRIS INTL INC |
14,420 | +267 | $1,357 |
| PM | 14,420 | +267 | $1,357 |
| INTEL CORP |
26,500 | +1,243 | $1,332 |
| INTC | 26,500 | +1,243 | $1,332 |
| HOME DEPOT INC |
3,720 | +213 | $1,289 |
| HD | 3,720 | +213 | $1,289 |
| CATERPILLAR INC |
4,295 | +63 | $1,270 |
| CAT | 4,295 | +63 | $1,270 |
| QUALCOMM INC |
8,731 | +324 | $1,263 |
| QCOM | 8,731 | +324 | $1,263 |
| COSTCO WHSL CORP NEW |
1,807 | +69 | $1,193 |
| COST | 1,807 | +69 | $1,193 |
| SALESFORCE INC |
4,511 | +194 | $1,187 |
| CRM | 4,511 | +194 | $1,187 |
| MASTERCARD INCORPORATED |
2,661 | +40 | $1,135 |
| MA | 2,661 | +40 | $1,135 |
| CHEVRON CORP NEW |
7,425 | -1,438 | $1,108 |
| CVX | 7,425 | -1,438 | $1,108 |
| CISCO SYS INC |
21,255 | -2,842 | $1,074 |
| CSCO | 21,255 | -2,842 | $1,074 |
| WALMART INC |
6,731 | -7 | $1,061 |
| WMT | 6,731 | -7 | $1,061 |
| ADOBE INC |
1,745 | +136 | $1,041 |
| ADBE | 1,745 | +136 | $1,041 |
| COCA COLA CO |
16,646 | -45 | $981 |
| KO | 16,646 | -45 | $981 |
| LOWES COS INC |
4,217 | -702 | $938 |
| LOW | 4,217 | -702 | $938 |
| EATON CORP PLC |
3,815 | +81 | $919 |
| ETN | 3,815 | +81 | $919 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
22,346 | +1,359 | $918 |
| VWO | 22,346 | +1,359 | $918 |
See Full List: All Stocks Held By Catalyst Financial Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Catalyst Financial Partners LLC
|
Size ($ in 1000's)
At 12/31/2023: $354,151 At 09/30/2023: $309,942 Catalyst Financial Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Catalyst Financial Partners LLC 13F filings. Link to 13F filings: SEC filings |
