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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 $205,303,342
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Atlassian Corporation
 239,959 $50,921,699 24.8%
2.
Ishares Trust
 IEF 213,895 $26,097,314 12.71%
3.
Ishares Trust
 IEF 32,884 $18,477,267 9%
4.
Ishares Tr - CORE MSCI TOTAL
 144,821 $10,109,955 4.92%
5.
Doordash Inc.
 DASH 36,173 $6,611,339 3.22%
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)