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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CATALYST FINANCIAL PARTNERS LLC

Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001927537-25-000001

Total Value
$531.9M
Positions
273
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (273)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200162,914$95.9M18.03%
2ISHARES TR46432F842496,671$34.9M6.56%
3ISHARES TR464287804251,830$29.0M5.45%
4ISHARES TR464287507410,781$25.6M4.81%
5APPLE INCAAPL98,992$24.8M4.66%
6ISHARES TR464287226189,144$18.3M3.45%
7MICROSOFT CORPMSFT40,845$17.2M3.24%
8NVIDIA CORPORATIONNVDA116,761$15.7M2.95%
9SPDR S&P 500 ETF TRSPY19,458$11.4M2.14%
10ISHARES INC46434G103211,562$11.0M2.08%
11ISHARES TR46428841496,021$10.2M1.92%
12AMAZON COM INCAMZN45,154$9.9M1.86%
13HARTFORD FDS EXCHANGE TRADED41653L305271,628$9.1M1.70%
14UFP TECHNOLOGIES INCUFPT26,456$6.5M1.22%
15ALPHABET INCGOOG32,026$6.1M1.15%
16ALPHABET INCGOOG29,145$5.5M1.04%
17PROCTER AND GAMBLE CO74271810931,715$5.3M1.00%
18BROADCOM INCAVGO21,293$4.9M0.93%
19META PLATFORMS INCMETA8,400$4.9M0.92%
20JPMORGAN CHASE & CO.VYLD19,271$4.6M0.87%
21BERKSHIRE HATHAWAY INC DELBRK-A9,579$4.3M0.82%
22TESLA INCTSLA10,270$4.1M0.78%
23JOHNSON & JOHNSONJNJ28,541$4.1M0.78%
24ELI LILLY & COLLY4,931$3.8M0.72%
25KIMBERLY-CLARK CORPKMB28,407$3.7M0.70%
26ISHARES TR46435G26850,167$3.4M0.64%
27EXXON MOBIL CORPXOM29,206$3.1M0.59%
28ISHARES TR46428746540,381$3.1M0.57%
29VANGUARD INDEX FDS9229087699,958$2.9M0.54%
30ISHARES TR46428749931,972$2.8M0.53%
31VISA INCV8,703$2.8M0.52%
32ABBVIE INCABBV12,832$2.3M0.43%
33UNITEDHEALTH GROUP INCUNH4,479$2.3M0.43%
34WALMART INCWMT23,395$2.1M0.40%
35COSTCO WHSL CORP NEW22160K1052,144$2.0M0.37%
36OLD REP INTL CORP68022310450,541$1.8M0.34%
37SALESFORCE INCCRM5,219$1.7M0.33%
38HOME DEPOT INCHD4,483$1.7M0.33%
39MASTERCARD INCORPORATEDMA3,268$1.7M0.32%
40PHILIP MORRIS INTL INC71817210914,166$1.7M0.32%
41CATERPILLAR INCCAT4,664$1.7M0.32%
42MERCK & CO INCMRK16,528$1.6M0.31%
43NETFLIX INCNFLX1,834$1.6M0.31%
44QUALCOMM INCQCOM10,635$1.6M0.31%
45ISHARES TR46428824031,000$1.6M0.30%
46ISHARES TR46428815813,322$1.4M0.26%
47EATON CORP PLCETN4,232$1.4M0.26%
48BANK AMERICA CORP06050510431,803$1.4M0.26%
49COCA COLA COKO21,626$1.3M0.25%
50ISHARES TR4642876893,985$1.3M0.25%
51TEXAS INSTRS INC8825081046,963$1.3M0.25%
52VANGUARD SPECIALIZED FUNDS9219088446,626$1.3M0.24%
53RTX CORPORATIONRTX11,120$1.3M0.24%
54CISCO SYS INCCSCO21,309$1.3M0.24%
55SERVICENOW INCNOW1,161$1.2M0.23%
56ISHARES TR4642876555,247$1.2M0.22%
57CHEVRON CORP NEWCVX7,758$1.1M0.21%
58PROGRESSIVE CORP7433151034,675$1.1M0.21%
59JEFFERIES FINL GROUP INC47233W10914,102$1.1M0.21%
60ORACLE CORPORCL-PD6,624$1.1M0.21%
61INTERNATIONAL BUSINESS MACHSINTR4,818$1.1M0.20%
62MCDONALDS CORPMCD3,548$1.0M0.19%
63LOWES COS INC5486611074,058$1.0M0.19%
64INTUITIVE SURGICAL INCISRG1,916$1.0M0.19%
65VANGUARD BD INDEX FDS92193783513,585$976,8970.18%
66VANGUARD INTL EQUITY INDEX F9220427428,226$966,3900.18%
67THERMO FISHER SCIENTIFIC INCTMO1,850$962,4260.18%
68ACCENTURE PLC IRELANDACN2,660$935,7610.18%
69GE AEROSPACE3696043015,523$921,1810.17%
70SCHWAB CHARLES CORPSCHW-PJ12,268$907,9550.17%
71VANGUARD INTL EQUITY INDEX F92204285820,438$900,0900.17%
72ABBOTT LABSABLZF7,936$897,6410.17%
73BLACKROCK INCBLK833$853,9170.16%
74ISHARES TR4642874084,466$852,4700.16%
75DANAHER CORPORATION2358511023,707$850,9420.16%
76GOLDMAN SACHS GROUP INCGSCE1,482$848,6230.16%
77MORGAN STANLEYMS-PQ6,735$846,7240.16%
78VANGUARD TAX-MANAGED FDS92194385817,627$842,9110.16%
79CONSTELLATION ENERGY CORPCEG3,755$840,0310.16%
80BOOKING HOLDINGS INCBKNG168$834,6950.16%
81NEXTERA ENERGY INCNEE-PW11,606$832,0340.16%
82APPLIED MATLS INC0382221055,100$829,4130.16%
83LINDE PLCLIN1,981$829,3850.16%
84UNION PAC CORPUNP3,618$825,0490.16%
85TRANE TECHNOLOGIES PLCTT2,229$823,2810.15%
86PEPSICO INCPEP5,301$806,0700.15%
87ADOBE INCADBE1,765$784,8600.15%
88SSGA ACTIVE ETF TR78467V10329,017$784,0390.15%
89ADVANCED MICRO DEVICES INCAMD6,358$767,9830.14%
90WELLS FARGO CO NEW94974610110,901$765,7130.14%
91HONEYWELL INTL INC4385161063,326$751,3100.14%
92AMERICAN EXPRESS COAXP2,527$749,9880.14%
93ISHARES TR4642873097,330$744,2150.14%
94TJX COS INC NEW8725401096,024$727,7590.14%
95AT&T INCT-PC31,335$713,4980.13%
96AMERIPRISE FINL INC03076C1061,340$713,4560.13%
97ISHARES TR4642871197,850$703,3600.13%
98NORTHROP GRUMMAN CORPNOC1,467$688,4480.13%
99VANGUARD INDEX FDS9229087512,864$688,2560.13%
100VERIZON COMMUNICATIONS INCVZ17,181$687,0710.13%
101T-MOBILE US INCTMUSZ3,099$684,0420.13%
102COMCAST CORP NEWCCZ17,891$671,4490.13%
103WABTEC9297401083,472$658,2560.12%
104INTUITINTU1,044$656,1540.12%
105ISHARES TR4642894382,768$651,2270.12%
106DEERE & CODE1,505$637,6690.12%
107BOSTON SCIENTIFIC CORPBSX7,127$636,5840.12%
108DISNEY WALT CO2546871065,708$635,5860.12%
109HOWMET AEROSPACE INCHWM5,802$634,5650.12%
110S&P GLOBAL INCSPGI1,273$633,9920.12%
111CAPITAL GROUP GBL GROWTH EQT14020X10421,532$629,1600.12%
112AUTOMATIC DATA PROCESSING INADP2,128$622,9290.12%
113SCHWAB STRATEGIC TR80852420126,790$620,9920.12%
114BONDBLOXX ETF TRUST09789C72112,176$613,2830.12%
115AIR PRODS & CHEMS INCAIIR2,088$605,6040.11%
116AMGEN INCAMGN2,308$601,5570.11%
117ALTRIA GROUP INCMO11,484$600,4980.11%
118MARATHON PETE CORPMARA4,276$596,5020.11%
119FISERV INCFISV2,898$595,3070.11%
120SPDR SER TR78464A8548,633$595,1590.11%
121OREILLY AUTOMOTIVE INC67103H107501$594,0860.11%
122ISHARES TR4642871684,469$586,7350.11%
123CSX CORPCSX17,561$566,6930.11%
124CINTAS CORPCTAS3,058$558,6970.11%
125MONDELEZ INTL INC6092071059,297$555,3100.10%
126WILLIAMS COS INC96945710010,100$546,6120.10%
127CONOCOPHILLIPSCOP5,511$546,5260.10%
128DUKE ENERGY CORP NEWDUKB5,002$538,9150.10%
129VANGUARD INDEX FDS922908363996$536,6550.10%
130INTEL CORPINTC26,171$524,7190.10%
131STRYKER CORPORATIONSYK1,450$522,0730.10%
132CHUBB LIMITEDCB1,878$518,8910.10%
133MCKESSON CORPMCK910$518,6180.10%
134INCYTE CORPINCY7,493$517,5420.10%
135INVESCO QQQ TRIVZ1,009$516,0020.10%
136NORFOLK SOUTHN CORP6558441082,124$498,5030.09%
137ANALOG DEVICES INCADI2,307$490,1450.09%
138INGERSOLL RAND INCIR5,414$489,7500.09%
139STARBUCKS CORPSBUX5,292$482,8950.09%
140ILLINOIS TOOL WKS INC4523081091,903$482,5250.09%
141UBER TECHNOLOGIES INCUBER7,887$475,7440.09%
142KLA CORPKLAC755$475,7410.09%
143GE VERNOVA INCGEV1,444$474,9750.09%
144ISHARES INC46434G7648,475$469,9390.09%
145FORTINET INCFTNT4,949$467,5820.09%
146PFIZER INCPFE17,516$464,6990.09%
147INVESCO EXCHANGE TRADED FD TIVZ11,462$462,3770.09%
148ISHARES TR4642876302,806$460,6610.09%
149SPDR SER TR78468R6224,798$458,0650.09%
150LOCKHEED MARTIN CORPLMT933$453,3820.09%
151VERTEX PHARMACEUTICALS INCVRTX1,125$453,0380.09%
152ISHARES TR46434V6217,382$452,8120.09%
153EQUINIX INCEQIX477$449,7590.08%
154MICRON TECHNOLOGY INCMU5,328$448,4040.08%
155AMERICAN INTL GROUP INC0268747846,146$447,4290.08%
156BRISTOL-MYERS SQUIBB COCELG-RI7,709$436,0210.08%
157AON PLCAON1,170$420,2170.08%
158ONEOK INC NEWOKE4,183$419,9730.08%
159PALANTIR TECHNOLOGIES INCPLTR5,547$419,5200.08%
160DOMINION ENERGY INCD7,691$414,2370.08%
161WASTE MGMT INC DEL94106L1092,039$411,4500.08%
162HESS CORPHESM3,078$409,4050.08%
163SPDR S&P MIDCAP 400 ETF TRMDY716$407,8190.08%
164CHIPOTLE MEXICAN GRILL INCCMG6,755$407,3270.08%
165ISHARES TR4642875724,042$407,3120.08%
166PAYCHEX INCPAYX2,883$404,3080.08%
167VANGUARD INDEX FDS9229087442,366$400,5640.08%
168ARISTA NETWORKS INCANET3,579$395,5870.07%
169CME GROUP INCCME1,653$383,8760.07%
170ZOETIS INCZTS2,334$380,2790.07%
171PALO ALTO NETWORKS INCPANW2,073$377,2030.07%
172CITIGROUP INCC-PR5,306$373,4890.07%
173MEDTRONIC PLCMDT4,664$372,5600.07%
174ISHARES TR4642872348,881$371,4030.07%
175FIDELITY NATL INFORMATION SV31620M1064,531$365,9690.07%
176MARSH & MCLENNAN COS INC5717481021,722$365,7700.07%
177VISTRA CORPVST2,623$361,6330.07%
178EXELON CORPEXC9,531$358,7470.07%
179US BANCORP DELUSB-PS7,483$357,9120.07%
180GLOBALSTAR INCGSAT171,687$355,3920.07%
181CROWDSTRIKE HLDGS INCCRWD1,037$354,8200.07%
182METLIFE INCMET-PF4,293$351,5110.07%
183QUANTA SVCS INC74762E1021,108$350,1830.07%
184VANGUARD MUN BD FDS9229077466,980$349,9070.07%
185UNITED PARCEL SERVICE INCUPS2,771$349,4230.07%
186GILEAD SCIENCES INCGILD3,771$348,3270.07%
187AMPHENOL CORP NEW0320951014,994$346,8330.07%
188SYSCO CORPSYY4,519$345,5230.06%
189BLACKSTONE INCBX1,994$343,8050.06%
190CADENCE DESIGN SYSTEM INCCDNS1,144$343,7260.06%
191BROOKFIELD CORP11271J1075,969$342,9190.06%
192L3HARRIS TECHNOLOGIES INCLHX1,608$338,1300.06%
193TE CONNECTIVITY PLCTEL2,360$337,4090.06%
194EMERSON ELEC COEMR2,719$336,9040.06%
195HARTFORD FINL SVCS GROUP INCHIG-PG3,079$336,8060.06%
196GOLDMAN SACHS ETF TRNVGLF7,538$335,0760.06%
197PROLOGIS INC.PLDGP3,144$332,3210.06%
198FASTENAL COFAST4,586$329,7790.06%
199INTERCONTINENTAL EXCHANGE IN45866F1042,180$324,8420.06%
200AMERICAN TOWER CORP NEW03027X1001,766$323,9020.06%
201LAM RESEARCH CORPLRCX4,423$319,4730.06%
202BOEING COBA-PA1,794$317,5380.06%
203ISHARES TR46432F3391,746$310,9280.06%
204BECTON DICKINSON & COBDX1,370$310,8120.06%
205SPDR INDEX SHS FDS78463X8899,078$309,8320.06%
206PAYPAL HLDGS INCPYPL3,618$308,7960.06%
2073M COMMM2,361$304,7810.06%
208GENERAL MTRS CO37045V1005,671$302,0940.06%
209ROPER TECHNOLOGIES INCROP578$300,4730.06%
210ELEVANCE HEALTH INCELV814$300,2850.06%
211EQT CORPEQT6,449$297,3630.06%
212TRUIST FINL CORP89832Q1096,846$296,9790.06%
213CINCINNATI FINL CORP1720621012,042$293,4350.06%
214FIRST TR MORNINGSTAR DIVID L3369171097,159$288,2210.05%
215VALERO ENERGY CORPVLO2,304$282,4470.05%
216SHERWIN WILLIAMS COSHW827$281,1220.05%
217NIKE INCNKE3,665$277,3310.05%
218TRAVELERS COMPANIES INCTRV1,149$276,7830.05%
219THE CIGNA GROUP1255231001,002$276,6920.05%
220COLGATE PALMOLIVE COCL3,019$274,4570.05%
221SOUTHERN COSOMN3,313$272,7260.05%
222FREEPORT-MCMORAN INCFCX7,150$272,2720.05%
223FEDEX CORPFDX964$271,2020.05%
224HUBBELL INCHUBB638$267,2520.05%
225ISHARES SILVER TRSLV10,000$263,3000.05%
226PARKER-HANNIFIN CORPPH409$260,1360.05%
227ROYAL CARIBBEAN GROUPV7780T1031,127$259,9880.05%
228DISCOVER FINL SVCS2547091081,481$256,5540.05%
229CROWN CASTLE INCCCI2,826$256,4880.05%
230PNC FINL SVCS GROUP INC6934751051,329$256,2980.05%
231ISHARES TR4642877211,602$255,5510.05%
232CAPITAL ONE FINL CORP14040H1051,428$254,6410.05%
233CARRIER GLOBAL CORPORATIONCARR3,698$252,4250.05%
234HCA HEALTHCARE INCHCA836$250,9250.05%
235MOTOROLA SOLUTIONS INCMSI541$250,0660.05%
236JOHNSON CTLS INTL PLCG515021053,154$248,9450.05%
237GALLAGHER ARTHUR J & CO363576109875$248,3690.05%
238SIMON PPTY GROUP INC NEW8288061091,442$248,3270.05%
239AUTODESK INCADSK827$244,4360.05%
240AFLAC INCAFL2,356$243,7050.05%
241MARRIOTT INTL INC NEW571903202870$242,6780.05%
242CUMMINS INCCMI689$240,1850.05%
243EOG RES INCEOG1,900$232,9020.04%
244HUBSPOT INCHUBS334$232,7210.04%
245VOYA FINANCIAL INCVOYA-PB3,356$230,9930.04%
246ASSURANT INCAIZN1,080$230,2780.04%
247REGENERON PHARMACEUTICALSREGN323$230,0830.04%
248BLACKROCK ETF TRUSTBLK4,470$229,0880.04%
249SYNCHRONY FINANCIALSYF-PB3,497$227,3050.04%
250SYNOPSYS INCSNPS467$226,6630.04%
251HILTON WORLDWIDE HLDGS INCHLT908$224,4210.04%
252WELLTOWER INCWELL1,777$223,9550.04%
253VULCAN MATLS CO929160109869$223,5330.04%
254ISHARES TR4642888774,153$217,9080.04%
255ENSTAR GROUP LIMITEDG3075P101669$215,4510.04%
256AMETEK INCAME1,189$214,3290.04%
257EVERSOURCE ENERGYES3,731$214,2710.04%
258CORNING INCGLW4,509$214,2680.04%
259DUPONT DE NEMOURS INCDD2,808$214,1100.04%
260MOODYS CORPMCO451$213,4900.04%
261SCHWAB STRATEGIC TR8085247718,994$212,9780.04%
262ISHARES TR4642875981,143$211,6040.04%
263ANSYS INC03662Q105623$210,1570.04%
264TRACTOR SUPPLY COTSCO3,957$209,9580.04%
265DIAMEDICA THERAPEUTICS INCDMAC38,457$208,8220.04%
266LENNAR CORPLEN-B1,522$207,5550.04%
267TARGET CORPTGT1,526$206,2850.04%
268ISHARES TR4642888852,123$205,5700.04%
269CF INDS HLDGS INC1252691002,373$202,4640.04%
270HEWLETT PACKARD ENTERPRISE CHPE-PC9,375$200,1560.04%
271SNAP INCSNAP15,715$169,2510.03%
272ACUMEN PHARMACEUTICALS INCABOS89,699$154,2820.03%
273FORD MTR CO34537086011,085$109,7420.02%