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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
COSTCostco Whsl Corp New
Recent Activity
Increased 2.75%
0.36%
$788,908
861 shares@ $916.27 avg price
MELIMercadolibre Inc
Recent Activity
Increased 1.4%
0.28%
$617,260
363 shares@ $1700.45 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Increased 4.35%
0.28%
$608,290
15,853 shares@ $38.38 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 100%
0.25%
$554,978
3,050 shares@ $181.96 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 3.58%
0.22%
$492,604
2,055 shares@ $239.71 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 74.68%
0.22%
$484,406
9,663 shares@ $50.13 avg price
IEFIshares Tr
Recent Activity
Increased 8.18%
0.18%
$402,355
4,352 shares@ $92.46 avg price
UBERUber Technologies Inc
Recent Activity
Increased 2.98%
0.18%
$399,137
6,617 shares@ $60.32 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 9.99%
0.18%
$385,250
793 shares@ $485.82 avg price
LLYEli Lilly & Co
Recent Activity
Increased 8.71%
0.16%
$337,364
437 shares@ $772.0 avg price