0001927537-23-000003.txt : 20230411
0001927537-23-000003.hdr.sgml : 20230411
20230411153620
ACCESSION NUMBER: 0001927537-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230411
DATE AS OF CHANGE: 20230411
EFFECTIVENESS DATE: 20230411
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: CATALYST FINANCIAL PARTNERS LLC
CENTRAL INDEX KEY: 0001927537
IRS NUMBER: 831688640
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22739
FILM NUMBER: 23813315
BUSINESS ADDRESS:
STREET 1: ONE MARINA PARK DRIVE
STREET 2: 16TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02210
BUSINESS PHONE: 617-239-8101
MAIL ADDRESS:
STREET 1: ONE MARINA PARK DRIVE
STREET 2: 16TH FLOOR
CITY: BOSTON
STATE: MA
ZIP: 02210
13F-HR
1
primary_doc.xml
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false
false
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0001927537
XXXXXXXX
03-31-2023
03-31-2023
CATALYST FINANCIAL PARTNERS LLC
ONE MARINA PARK DRIVE
16TH FLOOR
BOSTON
MA
02210
13F HOLDINGS REPORT
028-22739
000299335
801-114398
N
Thomas O'Connor
Chief Executive Officer, Chief Compliance Officer, Member
617-239-8101
Thomas O'Connor
Boston
MA
04-11-2023
0
181
233555095
false
INFORMATION TABLE
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catalyst13f1q23.xml
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COM
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ADVANCED MICRO DEVICES INC
COM
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AIR PRODS & CHEMS INC
COM
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ALPHABET INC
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ALPHABET INC
CAP STK CL C
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ALTRIA GROUP INC
COM
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AMAZON COM INC
COM
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AMERICAN EXPRESS CO
COM
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COM NEW
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COM
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AMGEN INC
COM
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ANALOG DEVICES INC
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AON PLC
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COM
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COM
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COM
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CATERPILLAR INC
COM
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CHEVRON CORP NEW
COM
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COM
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COM
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COM
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COM
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COM
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CONSTELLATION ENERGY CORP
COM
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COM
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COM
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CSX CORP
COM
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CVS HEALTH CORP
COM
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COM
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DEERE & CO
COM
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DEVON ENERGY CORP NEW
COM
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DEXCOM INC
COM
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DIAGEO PLC
SPON ADR NEW
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DISNEY WALT CO
COM
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COM
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COM NEW
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EATON CORP PLC
SHS
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ELEVANCE HEALTH INC
COM
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COM
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EXELON CORP
COM
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COM
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CL B
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COM
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COM
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ACCESS HIG YLD
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COM
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COM
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COM
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SR LN ETF
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COM
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COM
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JPMORGAN CHASE & CO
COM
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KIMBERLY-CLARK CORP
COM
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COM
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COM
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SHS
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LOCKHEED MARTIN CORP
COM
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LOWES COS INC
COM
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LUMEN TECHNOLOGIES INC
COM
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MARATHON PETE CORP
COM
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CL A
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COM
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MCKESSON CORP
COM
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MEDTRONIC PLC
SHS
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MERCK & CO INC
COM
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META PLATFORMS INC
CL A
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METLIFE INC
COM
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MICROCHIP TECHNOLOGY INC.
COM
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MICRON TECHNOLOGY INC
COM
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MICROSOFT CORP
COM
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MONDELEZ INTL INC
CL A
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MORGAN STANLEY
COM NEW
617446448
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NETFLIX INC
COM
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NEXTERA ENERGY INC
COM
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NIKE INC
CL B
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NORFOLK SOUTHN CORP
COM
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NORTHROP GRUMMAN CORP
COM
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COM
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ORACLE CORP
COM
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OREILLY AUTOMOTIVE INC
COM
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PAYCHEX INC
COM
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PEPSICO INC
COM
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PFIZER INC
COM
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SH
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PHILIP MORRIS INTL INC
COM
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PROCTER AND GAMBLE CO
COM
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PROGRESSIVE CORP
COM
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PROLOGIS INC.
COM
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QUALCOMM INC
COM
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RAYTHEON TECHNOLOGIES CORP
COM
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S&P GLOBAL INC
COM
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SALESFORCE INC
COM
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SCHWAB CHARLES CORP
COM
808513105
445020
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SERVICENOW INC
COM
81762P102
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
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SPDR SER TR
BLOOMBERG HIGH Y
78468R622
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4035
STARBUCKS CORP
COM
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STRYKER CORPORATION
COM
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SYSCO CORP
COM
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T-MOBILE US INC
COM
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TARGET CORP
COM
87612E106
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TESLA INC
COM
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TEXAS INSTRS INC
COM
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THERMO FISHER SCIENTIFIC INC
COM
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TJX COS INC NEW
COM
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TRACTOR SUPPLY CO
COM
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TRANE TECHNOLOGIES PLC
SHS
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UNION PAC CORP
COM
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UNITED PARCEL SERVICE INC
CL B
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UNITEDHEALTH GROUP INC
COM
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VALERO ENERGY CORP
COM
91913Y100
242346
1736
SH
SOLE
0
0
0
1736
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
5795950
78504
SH
SOLE
0
0
0
78504
VANGUARD INDEX FDS
SMALL CP ETF
922908751
400540
2113
SH
SOLE
0
0
0
2113
VANGUARD INDEX FDS
MID CAP ETF
922908629
290648
1378
SH
SOLE
0
0
0
1378
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
617180
15277
SH
SOLE
0
0
0
15277
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
773648
8401
SH
SOLE
0
0
0
8401
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
587656
11600
SH
SOLE
0
0
0
11600
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
4173211
54745
SH
SOLE
0
0
0
54745
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
734600
16263
SH
SOLE
0
0
0
16263
VERIZON COMMUNICATIONS INC
COM
92343V104
645885
16608
SH
SOLE
0
0
0
16608
VERTEX PHARMACEUTICALS INC
COM
92532F100
235987
749
SH
SOLE
0
0
0
749
VISA INC
COM CL A
92826C839
1036891
4599
SH
SOLE
0
0
0
4599
VOYA FINANCIAL INC
COM
929089100
238748
3341
SH
SOLE
0
0
0
3341
WABTEC
COM
929740108
302675
2995
SH
SOLE
0
0
0
2995
WALMART INC
COM
931142103
829554
5626
SH
SOLE
0
0
0
5626
WASTE MGMT INC DEL
COM
94106L109
222401
1363
SH
SOLE
0
0
0
1363
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
202248
636
SH
SOLE
0
0
0
636
ZOETIS INC
CL A
98978V103
273627
1644
SH
SOLE
0
0
0
1644