Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CATALYST FINANCIAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 215 | 354,150,886 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NIKE INC | CL B | 101 | $484,765 | 4,465 | 0.00 | 0.00 | 1,253 | 39.01 | 12-31-2023 |
| TJX COS INC NEW | COM | 102 | $480,870 | 5,126 | 0.00 | 0.00 | 215 | 4.38 | 12-31-2023 |
| ALTRIA GROUP INC | COM | 103 | $469,396 | 11,636 | 0.00 | 0.00 | -2,112 | -15.36 | 12-31-2023 |
| ILLINOIS TOOL WKS INC | COM | 104 | $462,848 | 1,767 | 0.00 | 0.00 | 43 | 2.49 | 12-31-2023 |
