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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
SCTXXSchwab Charles Family Fd
Recent Activity
Exited
0%
$1.1M
1.1M shares@ $1.0 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$236,433
616 shares@ $383.82 avg price
QEFASpdr Index Shs Fds
Recent Activity
Exited
0%
$210,620
2,617 shares@ $80.49 avg price
ASMLAsml Holding N V
Recent Activity
Exited
0%
$208,313
250 shares@ $833.26 avg price