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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
ACWIIshares Tr
Recent Activity
Increased 5.34%
0.94%
$2.107M
17,931 shares@ $117.51 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 114.39%
0.94%
$2.092M
80,987 shares@ $25.83 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.31%
0.81%
$1.798M
4,266 shares@ $421.54 avg price
TLTIshares Tr
Recent Activity
Increased 93.53%
0.72%
$1.603M
18,356 shares@ $87.33 avg price
IVEIshares Tr
Recent Activity
Increased 12.8%
0.58%
$1.298M
6,799 shares@ $190.88 avg price
GTIPGoldman Sachs Etf Tr
Recent Activity
Increased 3.11%
0.52%
$1.153M
23,916 shares@ $48.21 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 3.05%
0.47%
$1.039M
23,585 shares@ $44.04 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.05%
0.42%
$930,142
4,012 shares@ $231.84 avg price
MINTPimco Etf Tr
Recent Activity
Increased 26.21%
0.39%
$873,761
8,708 shares@ $100.35 avg price
VOOVanguard Index Fds
Recent Activity
Increased 7.43%
0.39%
$864,790
1,605 shares@ $538.81 avg price