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MICHELLE ELDRIDGE

@Catalyst Private Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$224.599MTotal holdings84
Assets growth rate10.13%Assets growth rate (2-Q avg)9.01%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Catalyst Private Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Catalyst Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 224.599M in assets, with a quarterly growth rate of 10.13% and a 2-quarter average growth rate of 9.01%. The portfolio is managed by MICHELLE ELDRIDGE, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TEAMAtlassian Corporation
Recent Activity
Decreased -0.02%
26.01%
$58.404M
239,972 shares@ $243.38 avg price
IVVIshares Tr
Recent Activity
Decreased -2.41%
7.52%
$16.871M
28,659 shares@ $588.68 avg price
AFRMAffirm Hldgs Inc
Recent Activity
Decreased -8.73%
4.19%
$9.396M
154,278 shares@ $60.9 avg price
DASHDoordash Inc
Recent Activity
Decreased -49.1%
2.97%
$6.66M
39,699 shares@ $167.75 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -1.03%
2.69%
$6.027M
14,683 shares@ $410.45 avg price
IOTSamsara Inc
Recent Activity
Decreased -2.37%
2.18%
$4.888M
111,878 shares@ $43.7 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -45.93%
1.8%
$4.037M
53,374 shares@ $75.64 avg price
AAPLApple Inc
Recent Activity
Decreased -3.74%
1.37%
$3.062M
12,229 shares@ $250.42 avg price
VGLTVanguard Scottsdale Fds
Recent Activity
Decreased -10.92%
1.34%
$2.994M
54,099 shares@ $55.36 avg price
NVDANvidia Corporation
Recent Activity
Decreased -14.79%
0.63%
$1.405M
10,466 shares@ $134.29 avg price