CATALYST FINANCIAL PARTNERS LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$543.3B
Holdings
286
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (286 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 167,143 | $93.9B | 17.29% | |
| 2 | AQLTISHARES TR | 520,864 | $39.4B | 7.25% | |
| 3 | IJRISHARES TR | 257,146 | $26.9B | 4.95% | |
| 4 | IJHISHARES TR | 426,653 | $24.9B | 4.58% | |
| 5 | AAPLAPPLE INC | 99,707 | $22.1B | 4.08% | |
| 6 | AGGISHARES TR | 198,321 | $19.6B | 3.61% | |
| 7 | HTRBHARTFORD FDS EXCHANGE TRADED | 518,735 | $17.6B | 3.23% | |
| 8 | MSFTMICROSOFT CORP | 42,028 | $15.8B | 2.90% | |
| 9 | NVDANVIDIA CORPORATION | 118,811 | $12.9B | 2.37% | |
| 10 | SPYSPDR S&P 500 ETF TR | 22,390 | $12.5B | 2.31% | |
| 11 | MUBISHARES TR | 104,363 | $11.0B | 2.03% | |
| 12 | IEMGISHARES INC | 189,453 | $10.2B | 1.88% | |
| 13 | AMZNAMAZON COM INC | 49,909 | $9.5B | 1.75% | |
| 14 | PGPROCTER AND GAMBLE CO | 31,865 | $5.4B | 1.00% | |
| 15 | UFPTUFP TECHNOLOGIES INC | 26,458 | $5.3B | 0.98% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,813 | $5.2B | 0.96% | |
| 17 | GOOGALPHABET INC | 32,860 | $5.1B | 0.94% | |
| 18 | METAMETA PLATFORMS INC | 8,808 | $5.1B | 0.93% | |
| 19 | JPMJPMORGAN CHASE & CO. | 20,070 | $4.9B | 0.91% | |
| 20 | GOOGLALPHABET INC | 30,887 | $4.8B | 0.88% | |
| 21 | JNJJOHNSON & JOHNSON | 28,153 | $4.7B | 0.86% | |
| 22 | LLYELI LILLY & CO | 5,029 | $4.2B | 0.76% | |
| 23 | KMBKIMBERLY-CLARK CORP | 28,388 | $4.0B | 0.74% | |
| 24 | SMMDISHARES TR | 64,276 | $4.0B | 0.74% | |
| 25 | AVGOBROADCOM INC | 22,970 | $3.8B | 0.71% | |
| 26 | XOMEXXON MOBIL CORP | 30,267 | $3.6B | 0.66% | |
| 27 | EFAISHARES TR | 40,249 | $3.3B | 0.61% | |
| 28 | VVISA INC | 9,114 | $3.2B | 0.59% | |
| 29 | IWRISHARES TR | 34,178 | $2.9B | 0.54% | |
| 30 | ABBVABBVIE INC | 13,336 | $2.8B | 0.51% | |
| 31 | VTIVANGUARD INDEX FDS | 9,447 | $2.6B | 0.48% | |
| 32 | TSLATESLA INC | 9,632 | $2.5B | 0.46% | |
| 33 | UNHUNITEDHEALTH GROUP INC | 4,685 | $2.5B | 0.45% | |
| 34 | 4I1PHILIP MORRIS INTL INC | 14,317 | $2.3B | 0.42% | |
| 35 | WMTWALMART INC | 23,897 | $2.1B | 0.39% | |
| 36 | COSTCOSTCO WHSL CORP NEW | 2,180 | $2.1B | 0.38% | |
| 37 | MAMASTERCARD INCORPORATED | 3,662 | $2.0B | 0.37% | |
| 38 | ORIOLD REP INTL CORP | 50,653 | $2.0B | 0.37% | |
| 39 | NFLXNETFLIX INC | 1,979 | $1.8B | 0.34% | |
| 40 | HDHOME DEPOT INC | 4,797 | $1.8B | 0.32% | |
| 41 | ACWXISHARES TR | 31,000 | $1.7B | 0.32% | |
| 42 | QCOMQUALCOMM INC | 11,121 | $1.7B | 0.31% | |
| 43 | KOCOCA COLA CO | 22,560 | $1.6B | 0.30% | |
| 44 | CATCATERPILLAR INC | 4,749 | $1.6B | 0.29% | |
| 45 | RTXRTX CORPORATION | 11,367 | $1.5B | 0.28% | |
| 46 | CRMSALESFORCE INC | 5,315 | $1.4B | 0.26% | |
| 47 | BACBANK AMERICA CORP | 33,224 | $1.4B | 0.26% | |
| 48 | CVXCHEVRON CORP NEW | 8,133 | $1.4B | 0.25% | |
| 49 | CSCOCISCO SYS INC | 21,880 | $1.4B | 0.25% | |
| 50 | PGRPROGRESSIVE CORP | 4,727 | $1.3B | 0.25% | |
| 51 | VIGVANGUARD SPECIALIZED FUNDS | 6,702 | $1.3B | 0.24% | |
| 52 | TXNTEXAS INSTRS INC | 6,962 | $1.3B | 0.23% | |
| 53 | IBMINTERNATIONAL BUSINESS MACHS | 4,977 | $1.2B | 0.23% | |
| 54 | MRKMERCK & CO INC | 13,763 | $1.2B | 0.23% | |
| 55 | MCDMCDONALDS CORP | 3,729 | $1.2B | 0.21% | |
| 56 | ETNEATON CORP PLC | 4,277 | $1.2B | 0.21% | |
| 57 | GEGE AEROSPACE | 5,767 | $1.2B | 0.21% | |
| 58 | ABTABBOTT LABS | 8,332 | $1.1B | 0.20% | |
| 59 | SUBISHARES TR | 10,444 | $1.1B | 0.20% | |
| 60 | IWMISHARES TR | 5,302 | $1.1B | 0.19% | |
| 61 | VWOVANGUARD INTL EQUITY INDEX F | 23,267 | $1.1B | 0.19% | |
| 62 | BNDVANGUARD BD INDEX FDS | 13,735 | $1.0B | 0.19% | |
| 63 | SCHWSCHWAB CHARLES CORP | 12,701 | $994.2M | 0.18% | |
| 64 | ISRGINTUITIVE SURGICAL INC | 1,970 | $975.7M | 0.18% | |
| 65 | LOWLOWES COS INC | 4,150 | $967.9M | 0.18% | |
| 66 | TMOTHERMO FISHER SCIENTIFIC INC | 1,922 | $956.4M | 0.18% | |
| 67 | VTVANGUARD INTL EQUITY INDEX F | 8,234 | $954.7M | 0.18% | |
| 68 | ORCLORACLE CORP | 6,804 | $951.3M | 0.18% | |
| 69 | LINLINDE PLC | 2,033 | $946.6M | 0.17% | |
| 70 | NOWSERVICENOW INC | 1,169 | $930.7M | 0.17% | |
| 71 | VEAVANGUARD TAX-MANAGED FDS | 18,013 | $915.6M | 0.17% | |
| 72 | TAT&T INC | 31,878 | $901.5M | 0.17% | |
| 73 | ACNACCENTURE PLC IRELAND | 2,888 | $901.2M | 0.17% | |
| 74 | IWYISHARES TR | 4,272 | $901.1M | 0.17% | |
| 75 | WFCWELLS FARGO CO NEW | 12,473 | $895.5M | 0.16% | |
| 76 | UNPUNION PAC CORP | 3,771 | $890.9M | 0.16% | |
| 77 | SCHXSCHWAB STRATEGIC TR | 39,870 | $880.3M | 0.16% | |
| 78 | RLYSSGA ACTIVE ETF TR | 30,274 | $864.0M | 0.16% | |
| 79 | TMUST-MOBILE US INC | 3,192 | $851.3M | 0.16% | |
| 80 | GSGOLDMAN SACHS GROUP INC | 1,532 | $836.9M | 0.15% | |
| 81 | PEPPEPSICO INC | 5,578 | $836.4M | 0.15% | |
| 82 | PRFINVESCO EXCHANGE TRADED FD T | 20,461 | $826.8M | 0.15% | |
| 83 | BLKBLACKROCK INC | 870 | $823.4M | 0.15% | |
| 84 | NEENEXTERA ENERGY INC | 11,567 | $820.0M | 0.15% | |
| 85 | BSXBOSTON SCIENTIFIC CORP | 8,069 | $814.0M | 0.15% | |
| 86 | AMGNAMGEN INC | 2,593 | $807.8M | 0.15% | |
| 87 | DWDMORGAN STANLEY | 6,874 | $802.0M | 0.15% | |
| 88 | DHRDANAHER CORPORATION | 3,856 | $790.5M | 0.15% | |
| 89 | BACVERIZON COMMUNICATIONS INC | 17,242 | $782.1M | 0.14% | |
| 90 | ORLYOREILLY AUTOMOTIVE INC | 545 | $780.8M | 0.14% | |
| 91 | BKNGBOOKING HOLDINGS INC | 169 | $778.6M | 0.14% | |
| 92 | NOCNORTHROP GRUMMAN CORP | 1,518 | $777.2M | 0.14% | |
| 93 | IVEISHARES TR | 3,988 | $760.0M | 0.14% | |
| 94 | TTTRANE TECHNOLOGIES PLC | 2,254 | $759.4M | 0.14% | |
| 95 | TJXTJX COS INC NEW | 6,231 | $758.9M | 0.14% | |
| 96 | JEFJEFFERIES FINL GROUP INC | 14,144 | $757.7M | 0.14% | |
| 97 | HWMHOWMET AEROSPACE INC | 5,782 | $750.1M | 0.14% | |
| 98 | DEDEERE & CO | 1,584 | $743.5M | 0.14% | |
| 99 | AMATAPPLIED MATLS INC | 5,108 | $741.3M | 0.14% | |
| 100 | CEGCONSTELLATION ENERGY CORP | 3,663 | $738.6M | 0.14% |
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