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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 $224,599,315
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Atlassian Corporation
 239,972 $58,404,385 26%
2.
Ishares Trust
 IEF 214,358 $27,570,710 12.27%
3.
Ishares Trust
 IEF 28,659 $16,870,980 7.51%
4.
Affirm Holdings Inc.
 AFRM 154,278 $9,395,530 4.18%
5.
Doordash Inc.
 DASH 39,699 $6,659,507 2.96%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)