Catalyst Financial Partners LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| STATE STREET CORPORATION | $134.55M | 15.0% |
| ISHARES TR | $130.65M | 14.6% |
| ISHARES TR | $65.93M | 7.4% |
| Apple Inc. | $30.63M | 3.4% |
| ISHARES TR | $28.63M | 3.2% |
| ISHARES TR | $28.11M | 3.1% |
| NVIDIA Corp | $26.64M | 3.0% |
| ISHARES TR | $25.12M | 2.8% |
| MICROSOFT CORP | $23.09M | 2.6% |
| HARTFORD FDS EXCHANGE TRADED | $22.41M | 2.5% |
| SPDR S&P 500 ETF TR | $18.46M | 2.1% |
| ISHARES INC | $16.43M | 1.8% |
| Amazon.com Inc | $13.54M | 1.5% |
| Alphabet Inc. | $11.27M | 1.3% |
| Alphabet Inc. | $11.03M | 1.2% |
| ISHARES TR | $9.61M | 1.1% |
| Broadcom Inc. | $9.01M | 1.0% |
| ISHARES TR | $8.64M | 1.0% |
| Meta Platforms Inc | $7.27M | 0.8% |
| JPMORGAN CHASE & CO | $7.15M | 0.8% |
| Tesla Inc | $5.88M | 0.7% |
| UFP TECHNOLOGIES INC | $5.87M | 0.7% |
| ELI LILLY & Co | $5.80M | 0.6% |
| ISHARES TR | $5.52M | 0.6% |
| Warren E. Buffett | $5.48M | 0.6% |
| ISHARES TR | $5.20M | 0.6% |
| JOHNSON & JOHNSON | $4.98M | 0.6% |
| EXXON MOBIL CORP | $4.05M | 0.5% |
| CAPITAL GROUP GBL GROWTH EQT | $3.67M | 0.4% |
| VANGUARD INDEX FDS | $3.66M | 0.4% |
| Visa Inc | $3.56M | 0.4% |
| SSGA ACTIVE ETF TR | $3.52M | 0.4% |
| Walmart Inc. | $3.44M | 0.4% |
| VANGUARD MUN BD FDS | $3.33M | 0.4% |
| AbbVie Inc. | $3.25M | 0.4% |
| KIMBERLY CLARK CORP | $2.83M | 0.3% |
| CATERPILLAR INC | $2.80M | 0.3% |
| PROCTER & GAMBLE Co | $2.70M | 0.3% |
| ISHARES TR | $2.65M | 0.3% |
| Philip Morris International Inc. | $2.39M | 0.3% |
| Mastercard Inc | $2.39M | 0.3% |
| BANK OF AMERICA CORP /DE | $2.26M | 0.3% |
| Netflix Inc | $2.25M | 0.3% |
| RTX Corp | $2.23M | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $2.18M | 0.2% |
| CISCO SYSTEMS, INC. | $2.15M | 0.2% |
| GENERAL ELECTRIC CO | $2.10M | 0.2% |
| ISHARES TR | $2.08M | 0.2% |
| UNITEDHEALTH GROUP INC | $1.96M | 0.2% |
| CHEVRON CORP | $1.88M | 0.2% |