CATALYST FINANCIAL PARTNERS LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$511M
Signature - Title
Daniel Ronan - Chief Compliance Officer and Managing Director
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by CATALYST FINANCIAL PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CATALYST FINANCIAL PARTNERS LLC reported 273 stock holdings with total value $511M as of Q3 2024. Top holdings included IVV, IEFA, IJR, IJH, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 273 $511M +$38.4M -$6.33M +$32.1M IVV, IEFA, IJR, IJH, AAPL 13F-HR 10/25/2024, 05:50 PM
Q2 2024 245 $455M +$61.3M -$11.7M +$49.6M IVV, IEFA, IJR, IJH, AAPL 13F-HR 7/25/2024, 03:18 PM
Q1 2024 226 $389M +$47.5M -$10.2M +$37.3M IVV, IEFA, IJH, IJR, AAPL 13F-HR 4/22/2024, 06:10 PM
Q4 2023 215 $354M +$28.7M -$14.5M +$14.2M IVV, IEFA, IJR, IJH, AAPL 13F-HR 2/6/2024, 09:47 PM
Q3 2023 206 $310M +$43.9M -$3.88M +$40M IVV, IEFA, IJH, AAPL, IJR 13F-HR 10/26/2023, 02:05 PM
Q2 2023 199 $281M +$41.8M -$7.84M +$33.9M IVV, IEFA, IJH, AAPL, IVE 13F-HR 8/2/2023, 04:37 PM
Q1 2023 181 $234M +$35.9M -$7.61M +$28.3M IVV, IEFA, IVE, IJH, AAPL 13F-HR 4/11/2023, 03:36 PM
Q4 2022 161 $195M $0 $0 IVV, IEFA, IJH, IVE, IJR 13F-HR 1/19/2023, 12:47 PM