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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 $212,927,701
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Atlassian Corporation
 240,048 $57,097,817 26.81%
2.
Karuna Therapeutics Inc.
 KRTX 77,855 $24,641,886 11.57%
3.
Ishares Trust
 IEF 24,136 $11,528,078 5.41%
4.
Ishares Trust
 IEF 103,937 $10,937,278 5.13%
5.
Doordash Inc.
 DASH 87,804 $8,682,938 4.07%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)