HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ATLASSIAN CORPORATION |
240,011 | -37 | $46,829 |
| TEAM | 240,011 | -37 | $46,829 |
| ISHARES TR (IVV) |
39,437 | +15,301 | $20,733 |
| IVV | 39,437 | +15,301 | $20,733 |
| ISHARES TR (ITOT) |
121,099 | +17,162 | $13,963 |
| ITOT | 121,099 | +17,162 | $13,963 |
| DOORDASH INC |
86,003 | -1,801 | $11,844 |
| DASH | 86,003 | -1,801 | $11,844 |
| AFFIRM HLDGS INC |
164,478 | -10,870 | $6,128 |
| AFRM | 164,478 | -10,870 | $6,128 |
| DIMENSIONAL ETF TRUST (DFAE) |
204,851 | +54,103 | $5,064 |
| DFAE | 204,851 | +54,103 | $5,064 |
| VANGUARD INDEX FDS (VUG) |
13,332 | -264 | $4,589 |
| VUG | 13,332 | -264 | $4,589 |
| SAMSARA INC |
119,602 | -1,500 | $4,520 |
| IOT | 119,602 | -1,500 | $4,520 |
| VANGUARD INDEX FDS (VTV) |
26,123 | -727 | $4,254 |
| VTV | 26,123 | -727 | $4,254 |
| SPDR S&P 500 ETF TR (SPY) |
7,913 | -106 | $4,139 |
| SPY | 7,913 | -106 | $4,139 |
| PALANTIR TECHNOLOGIES INC |
170,085 | -38,300 | $3,914 |
| PLTR | 170,085 | -38,300 | $3,914 |
| DIMENSIONAL ETF TRUST (DFAI) |
121,472 | +31,216 | $3,671 |
| DFAI | 121,472 | +31,216 | $3,671 |
| DIMENSIONAL ETF TRUST (DFAU) |
100,416 | +5,109 | $3,669 |
| DFAU | 100,416 | +5,109 | $3,669 |
| META PLATFORMS INC |
6,920 | +1,669 | $3,360 |
| META | 6,920 | +1,669 | $3,360 |
| VANGUARD SCOTTSDALE FDS (VGLT) |
56,221 | -1,607 | $3,331 |
| VGLT | 56,221 | -1,607 | $3,331 |
| VANGUARD STAR FDS (VXUS) |
51,343 | -36,554 | $3,096 |
| VXUS | 51,343 | -36,554 | $3,096 |
| SPDR SER TR (SPLG) |
49,371 | -106 | $3,038 |
| SPLG | 49,371 | -106 | $3,038 |
| ISHARES TR (IXUS) |
44,621 | -11,779 | $3,028 |
| IXUS | 44,621 | -11,779 | $3,028 |
| SCHWAB STRATEGIC TR |
44,105 | -5,975 | $2,301 |
| SCHP | 44,105 | -5,975 | $2,301 |
| ISHARES TR (ACWI) |
20,824 | +2,235 | $2,293 |
| ACWI | 20,824 | +2,235 | $2,293 |
| APPLE INC |
12,969 | -46 | $2,224 |
| AAPL | 12,969 | -46 | $2,224 |
| ISHARES TR (IUSV) |
24,028 | -6,964 | $2,173 |
| IUSV | 24,028 | -6,964 | $2,173 |
| MICROSOFT CORP |
4,097 | +125 | $1,724 |
| MSFT | 4,097 | +125 | $1,724 |
| LYFT INC |
73,095 | -13,212 | $1,414 |
| LYFT | 73,095 | -13,212 | $1,414 |
| AMAZON COM INC |
7,642 | -512 | $1,378 |
| AMZN | 7,642 | -512 | $1,378 |
| ISHARES TR (IVE) |
7,329 | +1,828 | $1,369 |
| IVE | 7,329 | +1,828 | $1,369 |
| VANGUARD INDEX FDS (VTI) |
5,058 | -390 | $1,314 |
| VTI | 5,058 | -390 | $1,314 |
 BERKSHIRE HATHAWAY INC DEL |
$1,197 | ||
| BRK.B | 2,847 | +454 | $1,197 |
| NVIDIA CORPORATION |
1,309 | +115 | $1,183 |
| NVDA | 1,309 | +115 | $1,183 |
| SCHWAB CHARLES FAMILY FD |
$1,100 | ||
| AMT TAX FREE MNY | 1,100,000 | +1,100,000 | $1,100 |
| ALPHABET INC |
6,834 | -4,274 | $1,040 |
| GOOG | 6,834 | -4,274 | $1,040 |
| ASANA INC |
63,606 | -7,400 | $985 |
| ASAN | 63,606 | -7,400 | $985 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
20,735 | +3,897 | $866 |
| VWO | 20,735 | +3,897 | $866 |
| ISHARES TR (TLT) |
7,929 | -255 | $750 |
| TLT | 7,929 | -255 | $750 |
| INVESCO QQQ TR |
1,648 | -81 | $732 |
| QQQ | 1,648 | -81 | $732 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
14,087 | UNCH | $711 |
| JPST | 14,087 | UNCH | $711 |
| PIMCO ETF TR (MINT) |
6,900 | UNCH | $694 |
| MINT | 6,900 | UNCH | $694 |
| POWER INTEGRATIONS INC |
9,620 | +400 | $688 |
| POWI | 9,620 | +400 | $688 |
| GOLDMAN SACHS ETF TR (GTIP) |
13,901 | -5,628 | $681 |
| GTIP | 13,901 | -5,628 | $681 |
| COSTCO WHSL CORP NEW |
928 | +247 | $680 |
| COST | 928 | +247 | $680 |
| ISHARES INC (IEMG) |
13,110 | -22,438 | $676 |
| IEMG | 13,110 | -22,438 | $676 |
| ISHARES TR (IEFA) |
8,964 | -186 | $665 |
| IEFA | 8,964 | -186 | $665 |
| INTUIT |
1,001 | -37 | $651 |
| INTU | 1,001 | -37 | $651 |
| VANGUARD INDEX FDS (VOO) |
1,302 | +314 | $626 |
| VOO | 1,302 | +314 | $626 |
| SALESFORCE INC |
1,991 | -157 | $600 |
| CRM | 1,991 | -157 | $600 |
| INVESCO ACTIVELY MANAGED ETF (GSY) |
12,000 | UNCH | $599 |
| GSY | 12,000 | UNCH | $599 |
| BROADCOM INC |
440 | UNCH | $583 |
| AVGO | 440 | UNCH | $583 |
| FRESHWORKS INC |
31,645 | -4,508 | $576 |
| FRSH | 31,645 | -4,508 | $576 |
| SPDR INDEX SHS FDS (SPEM) |
15,290 | -1,203 | $553 |
| SPEM | 15,290 | -1,203 | $553 |
| MERCADOLIBRE INC |
363 | +83 | $549 |
| MELI | 363 | +83 | $549 |
See Full List: All Stocks Held By Catalyst Private Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Catalyst Private Wealth LLC
|
Size ($ in 1000's)
At 03/31/2024: $190,929 At 12/31/2023: $212,933 Catalyst Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Catalyst Private Wealth LLC 13F filings. Link to 13F filings: SEC filings |
