0001927537-23-000004.txt : 20230802
0001927537-23-000004.hdr.sgml : 20230802
20230802163714
ACCESSION NUMBER: 0001927537-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230802
DATE AS OF CHANGE: 20230802
EFFECTIVENESS DATE: 20230802
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: 231136352
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
X0202
13F-HR
LIVE
false
false
false
0001927537
XXXXXXXX
06-30-2023
06-30-2023
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
08-02-2023
0
199
280581453
false
INFORMATION TABLE
2
catfinpart13f2q23.xml
ABBOTT LABS
COM
002824100
551314
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ABBVIE INC
COM
00287Y109
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8839
SH
SOLE
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0
0
8839
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
570873
1850
SH
SOLE
0
0
0
1850
ACTIVISION BLIZZARD INC
COM
00507V109
204428
2425
SH
SOLE
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2425
ACUMEN PHARMACEUTICALS INC
COM
00509G209
431452
89699
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0
0
89699
ADOBE SYSTEMS INCORPORATED
COM
00724F101
618572
1265
SH
SOLE
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1265
ADVANCED MICRO DEVICES INC
COM
007903107
484459
4253
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0
0
4253
AIR PRODS & CHEMS INC
COM
009158106
772488
2579
SH
SOLE
0
0
0
2579
ALPHABET INC
CAP STK CL A
02079K305
2272505
18985
SH
SOLE
0
0
0
18985
ALPHABET INC
CAP STK CL C
02079K107
3090179
25545
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SOLE
0
0
0
25545
ALTRIA GROUP INC
COM
02209S103
623555
13765
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SOLE
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13765
AMAZON COM INC
COM
023135106
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27958
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27958
AMERICAN EXPRESS CO
COM
025816109
297011
1705
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AMERICAN INTL GROUP INC
COM NEW
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4724
AMERICAN TOWER CORP NEW
COM
03027X100
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1072
AMERIPRISE FINL INC
COM
03076C106
431476
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0
0
1299
AMGEN INC
COM
031162100
262428
1182
SH
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ANALOG DEVICES INC
COM
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ANSYS INC
COM
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SOLE
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616
AON PLC
SHS CL A
G0403H108
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SH
SOLE
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APPLE INC
COM
037833100
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63187
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APPLIED MATLS INC
COM
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AT&T INC
COM
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AUTOMATIC DATA PROCESSING IN
COM
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BANK AMERICA CORP
COM
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BECTON DICKINSON & CO
COM
075887109
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
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BLACKROCK INC
COM
09247X101
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BOEING CO
COM
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BOOKING HOLDINGS INC
COM
09857L108
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BOSTON SCIENTIFIC CORP
COM
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5037
BRISTOL-MYERS SQUIBB CO
COM
110122108
395851
6190
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0
0
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6190
BROADCOM INC
COM
11135F101
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CATERPILLAR INC
COM
149123101
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CHEVRON CORP NEW
COM
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CHIPOTLE MEXICAN GRILL INC
COM
169656105
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CHUBB LIMITED
COM
H1467J104
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CINCINNATI FINL CORP
COM
172062101
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CINTAS CORP
COM
172908105
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635
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SOLE
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635
CISCO SYS INC
COM
17275R102
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CME GROUP INC
COM
12572Q105
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1539
SH
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COCA COLA CO
COM
191216100
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16640
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COLGATE PALMOLIVE CO
COM
194162103
217099
2818
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COMCAST CORP NEW
CL A
20030N101
841180
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SH
SOLE
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CONOCOPHILLIPS
COM
20825C104
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CONSTELLATION ENERGY CORP
COM
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COSTCO WHSL CORP NEW
COM
22160K105
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CROWN CASTLE INC
COM
22822V101
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CSX CORP
COM
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CVS HEALTH CORP
COM
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DANAHER CORPORATION
COM
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DEERE & CO
COM
244199105
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DEVON ENERGY CORP NEW
COM
25179M103
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SH
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DEXCOM INC
COM
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SH
SOLE
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1946
DIAGEO PLC
SPON ADR NEW
25243Q205
452262
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SH
SOLE
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DIAMEDICA THERAPEUTICS INC
COM NEW
25253X207
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SH
SOLE
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DOMINION ENERGY INC
COM
25746U109
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8942
SH
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DUKE ENERGY CORP NEW
COM NEW
26441C204
280796
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SH
SOLE
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EATON CORP PLC
SHS
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SH
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EDWARDS LIFESCIENCES CORP
COM
28176E108
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ELEVANCE HEALTH INC
COM
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EQT CORP
COM
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EQUINIX INC
COM
29444U700
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SH
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EXELON CORP
COM
30161N101
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9194
SH
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EXXON MOBIL CORP
COM
30231G102
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FASTENAL CO
COM
311900104
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FIDELITY NATL INFORMATION SV
COM
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FIRST BANCORP INC ME
COM
31866P102
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FISERV INC
COM
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FORD MTR CO DEL
COM
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SH
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FORTINET INC
COM
34959E109
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FREEPORT-MCMORAN INC
CL B
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GENERAL ELECTRIC CO
COM NEW
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GENERAL MTRS CO
COM
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GILEAD SCIENCES INC
COM
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GLOBALSTAR INC
COM
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GOLDMAN SACHS ETF TR
ACCESS HIG YLD
381430453
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GOLDMAN SACHS GROUP INC
COM
38141G104
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960
HCA HEALTHCARE INC
COM
40412C101
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SH
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HESS CORP
COM
42809H107
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HEWLETT PACKARD ENTERPRISE C
COM
42824C109
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HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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HOWMET AEROSPACE INC
COM
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HUBBELL INC
COM
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HUBSPOT INC
COM
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ILLINOIS TOOL WKS INC
COM
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INGERSOLL RAND INC
COM
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INTEL CORP
COM
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INTERNATIONAL BUSINESS MACHS
COM
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INTUIT
COM
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INTUITIVE SURGICAL INC
COM NEW
46120E602
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SH
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INVESCO EXCH TRADED FD TR II
SR LN ETF
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INVESCO EXCHANGE TRADED FD T
DYNMC PHRMCTLS
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ISHARES INC
CORE MSCI EMKT
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ISHARES TR
CORE MSCI EAFE
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ISHARES TR
CORE DIV GRWTH
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ISHARES TR
SHORT TREAS BD
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ISHARES TR
SHRT NAT MUN ETF
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ISHARES TR
RUS TP200 GR ETF
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ISHARES TR
NATIONAL MUN ETF
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ISHARES TR
JPMORGAN USD EMG
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ISHARES TR
MSCI EMG MKT ETF
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ISHARES TR
1 3 YR TREAS BD
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ISHARES TR
CORE US AGGBD ET
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ISHARES TR
SELECT DIVID ETF
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ISHARES TR
RUS MID CAP ETF
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ISHARES TR
MSCI EAFE ETF
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ISHARES TR
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ISHARES TR
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ISHARES TR
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ISHARES TR
CORE S&P500 ETF
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ISHARES TR
S&P 500 GRWT ETF
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ISHARES TR
RUS 1000 GRW ETF
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ISHARES TR
RUS 2000 VAL ETF
464287630
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JEFFERIES FINL GROUP INC
COM
47233W109
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SH
SOLE
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12030
JOHNSON & JOHNSON
COM
478160104
8128853
49111
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49111
JPMORGAN CHASE & CO
COM
46625H100
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SH
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KIMBERLY-CLARK CORP
COM
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SH
SOLE
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26794
KLA CORP
COM NEW
482480100
263851
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SH
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L3HARRIS TECHNOLOGIES INC
COM
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SH
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0
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1076
LILLY ELI & CO
COM
532457108
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LINDE PLC
SHS
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LOCKHEED MARTIN CORP
COM
539830109
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SH
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LOWES COS INC
COM
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SH
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MARATHON PETE CORP
COM
56585A102
369622
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3170
MARSH & MCLENNAN COS INC
COM
571748102
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SH
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1185
MASTERCARD INCORPORATED
CL A
57636Q104
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2109
SH
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0
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2109
MCDONALDS CORP
COM
580135101
874640
2931
SH
SOLE
0
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2931
MCKESSON CORP
COM
58155Q103
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MEDTRONIC PLC
SHS
G5960L103
420501
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0
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4773
MERCK & CO INC
COM
58933Y105
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SH
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17854
META PLATFORMS INC
CL A
30303M102
1498323
5221
SH
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0
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0
5221
METLIFE INC
COM
59156R108
232960
4121
SH
SOLE
0
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0
4121
MICROCHIP TECHNOLOGY INC.
COM
595017104
269218
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SH
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0
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0
3005
MICRON TECHNOLOGY INC
COM
595112103
200059
3170
SH
SOLE
0
0
0
3170
MICROSOFT CORP
COM
594918104
8994683
26413
SH
SOLE
0
0
0
26413
MONDELEZ INTL INC
CL A
609207105
555292
7613
SH
SOLE
0
0
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7613
MORGAN STANLEY
COM NEW
617446448
446386
5227
SH
SOLE
0
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0
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NETFLIX INC
COM
64110L106
521540
1184
SH
SOLE
0
0
0
1184
NEXTERA ENERGY INC
COM
65339F101
608885
8206
SH
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0
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NIKE INC
CL B
654106103
350425
3175
SH
SOLE
0
0
0
3175
NORFOLK SOUTHN CORP
COM
655844108
588215
2594
SH
SOLE
0
0
0
2594
NORTHROP GRUMMAN CORP
COM
666807102
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519
SH
SOLE
0
0
0
519
NVIDIA CORPORATION
COM
67066G104
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SH
SOLE
0
0
0
7393
ORACLE CORP
COM
68389X105
541383
4546
SH
SOLE
0
0
0
4546
OREILLY AUTOMOTIVE INC
COM
67103H107
405047
424
SH
SOLE
0
0
0
424
PAYCHEX INC
COM
704326107
471420
4214
SH
SOLE
0
0
0
4214
PEPSICO INC
COM
713448108
897391
4845
SH
SOLE
0
0
0
4845
PFIZER INC
COM
717081103
854314
23291
SH
SOLE
0
0
0
23291
PHILIP MORRIS INTL INC
COM
718172109
1146645
11746
SH
SOLE
0
0
0
11746
PROCTER AND GAMBLE CO
COM
742718109
1882335
12405
SH
SOLE
0
0
0
12405
PROGRESSIVE CORP
COM
743315103
709900
5363
SH
SOLE
0
0
0
5363
PROLOGIS INC.
COM
74340W103
370465
3021
SH
SOLE
0
0
0
3021
QUALCOMM INC
COM
747525103
947082
7956
SH
SOLE
0
0
0
7956
QUANTA SVCS INC
COM
74762E102
236919
1206
SH
SOLE
0
0
0
1206
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
784366
8007
SH
SOLE
0
0
0
8007
ROCKWELL AUTOMATION INC
COM
773903109
204588
621
SH
SOLE
0
0
0
621
ROPER TECHNOLOGIES INC
COM
776696106
212033
441
SH
SOLE
0
0
0
441
S&P GLOBAL INC
COM
78409V104
340757
850
SH
SOLE
0
0
0
850
SALESFORCE INC
COM
79466L302
723777
3426
SH
SOLE
0
0
0
3426
SCHWAB CHARLES CORP
COM
808513105
791083
13957
SH
SOLE
0
0
0
13957
SERVICENOW INC
COM
81762P102
520384
926
SH
SOLE
0
0
0
926
SPDR S&P 500 ETF TR
TR UNIT
78462F103
5188356
11704
SH
SOLE
0
0
0
11704
SPDR SER TR
BLOOMBERG HIGH Y
78468R622
407417
4427
SH
SOLE
0
0
0
4427
STARBUCKS CORP
COM
855244109
766229
7735
SH
SOLE
0
0
0
7735
STRYKER CORPORATION
COM
863667101
306310
1004
SH
SOLE
0
0
0
1004
SYSCO CORP
COM
871829107
302736
4080
SH
SOLE
0
0
0
4080
T-MOBILE US INC
COM
872590104
323220
2327
SH
SOLE
0
0
0
2327
TARGET CORP
COM
87612E106
406648
3083
SH
SOLE
0
0
0
3083
TESLA INC
COM
88160R101
1350733
5160
SH
SOLE
0
0
0
5160
TEXAS INSTRS INC
COM
882508104
1018013
5655
SH
SOLE
0
0
0
5655
THERMO FISHER SCIENTIFIC INC
COM
883556102
449749
862
SH
SOLE
0
0
0
862
TJX COS INC NEW
COM
872540109
394443
4652
SH
SOLE
0
0
0
4652
TRANE TECHNOLOGIES PLC
SHS
G8994E103
323612
1692
SH
SOLE
0
0
0
1692
UFP TECHNOLOGIES INC
COM
902673102
1110373
5728
SH
SOLE
0
0
0
5728
UNION PAC CORP
COM
907818108
288310
1409
SH
SOLE
0
0
0
1409
UNITED PARCEL SERVICE INC
CL B
911312106
729548
4070
SH
SOLE
0
0
0
4070
UNITEDHEALTH GROUP INC
COM
91324P102
1533242
3190
SH
SOLE
0
0
0
3190
US BANCORP DEL
COM NEW
902973304
219419
6641
SH
SOLE
0
0
0
6641
VALERO ENERGY CORP
COM
91913Y100
211257
1801
SH
SOLE
0
0
0
1801
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
5670692
78012
SH
SOLE
0
0
0
78012
VANGUARD INDEX FDS
SMALL CP ETF
922908751
497026
2499
SH
SOLE
0
0
0
2499
VANGUARD INDEX FDS
VALUE ETF
922908744
237591
1672
SH
SOLE
0
0
0
1672
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
862013
21190
SH
SOLE
0
0
0
21190
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
814729
8401
SH
SOLE
0
0
0
8401
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
582552
11600
SH
SOLE
0
0
0
11600
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
741374
16054
SH
SOLE
0
0
0
16054
VASCULAR BIOGENICS LTD
COM
M96883109
8970
39000
SH
SOLE
0
0
0
39000
VERIZON COMMUNICATIONS INC
COM
92343V104
706908
19008
SH
SOLE
0
0
0
19008
VERTEX PHARMACEUTICALS INC
COM
92532F100
306162
870
SH
SOLE
0
0
0
870
VISA INC
COM CL A
92826C839
1300203
5475
SH
SOLE
0
0
0
5475
VOYA FINANCIAL INC
COM
929089100
231982
3235
SH
SOLE
0
0
0
3235
WABTEC
COM
929740108
334055
3046
SH
SOLE
0
0
0
3046
WALMART INC
COM
931142103
977188
6217
SH
SOLE
0
0
0
6217
WASTE MGMT INC DEL
COM
94106L109
272269
1570
SH
SOLE
0
0
0
1570
WELLS FARGO CO NEW
COM
949746101
301705
7069
SH
SOLE
0
0
0
7069
WILLIAMS COS INC
COM
969457100
244007
7478
SH
SOLE
0
0
0
7478
ZOETIS INC
CL A
98978V103
292757
1700
SH
SOLE
0
0
0
1700