Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Catalyst Financial Partners Llc > 13F Holdings

Instuitional Investor - Catalyst Financial Partners Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
State Street Corp
 STT 2,643,421 $281,101,379 30.68%
2.
Ishares Trust
 IEF 177,090 $109,954,977 12%
3.
Ishares Tr - CORE MSCI EAFE
 556,200 $46,431,546 5.07%
4.
Ishares Trust
 IEF 263,882 $28,839,683 3.15%
5.
Ishares Trust
 IEF 441,160 $27,360,739 2.99%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.