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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
MUBIshares Tr
Recent Activity
New Position
0.17%
$380,384
3,570 shares@ $106.56 avg price
VIGVanguard Specialized Funds
Recent Activity
New Position
0.13%
$283,758
1,449 shares@ $195.84 avg price
ANETArista Networks Inc
Recent Activity
New Position
0.13%
$272,346
2,464 shares@ $110.54 avg price
IDEVIshares Tr
Recent Activity
New Position
0.12%
$261,484
4,056 shares@ $64.47 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.1%
$208,640
858 shares@ $243.18 avg price
PGProcter And Gamble Co
Recent Activity
New Position
0.1%
$206,880
1,234 shares@ $167.65 avg price