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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
ITOTIshares Tr
Recent Activity
Increased 1.18%
12.28%
$27.571M
214,358 shares@ $128.62 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 4.44%
2.76%
$6.184M
243,741 shares@ $25.37 avg price
VTVVanguard Index Fds
Recent Activity
Increased 0.82%
2.31%
$5.173M
30,553 shares@ $169.31 avg price
METAMeta Platforms Inc
Recent Activity
Increased 7.88%
2.29%
$5.131M
8,763 shares@ $585.51 avg price
DFAUDimensional Etf Trust
Recent Activity
Increased 2.37%
2.16%
$4.846M
119,683 shares@ $40.5 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 2.19%
1.98%
$4.434M
7,566 shares@ $586.08 avg price
DFAIDimensional Etf Trust
Recent Activity
Increased 1.45%
1.87%
$4.199M
143,818 shares@ $29.21 avg price
VXUSVanguard Star Fds
Recent Activity
Increased 12.64%
1.66%
$3.715M
63,046 shares@ $58.94 avg price
IXUSIshares Tr
Recent Activity
Increased 0.1%
1.56%
$3.487M
52,724 shares@ $66.15 avg price
IUSVIshares Tr
Recent Activity
Increased 1.73%
1%
$2.224M
24,021 shares@ $92.59 avg price