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Home > Institutional Investor > Catalyst Private Wealth, Llc > Profile

Instuitional Investor - Catalyst Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Catalyst Private Wealth, Llc
Portfolio Value $224,756,680
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Atlassian Corporation
 240,008 $48,743,225 21.69%
2.
Ishares Trust
 IEF 45,061 $27,978,650 12.45%
3.
Ishares Trust
 IEF 173,422 $23,418,890 10.42%
4.
Ishares Tr - CORE MSCI TOTAL
 137,176 $10,605,077 4.72%
5.
Affirm Holdings Inc.
 AFRM 136,076 $9,408,295 4.19%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)