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Catalyst Wealth Management, LLC13F | |
| Catalyst Wealth Management, LLC | |
| Last update 2023-04-11 | 120 Stocks (8 new) |
| Value $107.00 Mil | Turnover 10 % |
Catalyst Wealth Management, LL... Top Holdings of 2023-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 19,721 | 3,251.9 | +3.85% | 3.050 | +0.11% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 10,229 | 2,948.9 | +1.95% | 2.760 | +0.05% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
FVD |
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
| 63,850 | 2,564.2 | -22.07% | 2.400 | -0.68% | 0.020 | +5.71% | +4.62% | 9,045.9 | ||
FTCS | First Trust Capital Strength ETF | 33,370 | 2,434.0 | New Holding | 2.280 | +2.28% | 0.030 | +5.15% | +3.89% | 8,347.2 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 49,215 | 2,208.3 | -12.26% | 2.070 | -0.29% | 0.030 | +15.73% | +7.40% | 15,206.2 | ||
COWZ | Pacer US Cash Cows 100 ETF | 44,801 | 2,103.4 | -0.19% | 1.970 | 0% | 0.020 | +11.37% | -0.56% | 20,494.6 | ||
XLE | The Energy Select Sector SPDR Fund | 23,953 | 1,984.0 | -3.68% | 1.860 | -0.08% | 0.010 | +6.33% | +1.96% | 27,414.7 | ||
BUFD |
FT Cboe Vest Fund of Deep Buffer ETFs
FT Cboe Vest Fund of Deep Buffer ETFs
| 94,632 | 1,933.3 | -8.53% | 1.810 | -0.16% | 0.400 | +11.12% | +4.90% | 1,357.2 | ||
MA | Mastercard Inc | 5,017 | 1,823.2 | +3.04% | 1.710 | +0.05% | 0.000 | +6.97% | +5.42% | 501,860.7 | Credit Services | |
FAAR | FIRST TR EXCH VII | 61,010 | 1,812.0 | -5.67% | 1.700 | -0.10% | 0.920 | +7.76% | +2.46% | 100.7 |
Catalyst Wealth Management, LLC's Historical Top Holdings Breakdowns
Catalyst Wealth Management, LLC Total Holding History ($B)
Catalyst Wealth Management, LLC's Asset Allocation
Catalyst Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Catalyst Wealth Management, LLC's Hypothetical Growth since 2023-03-31
Catalyst Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Catalyst Wealth Management, LLC's Holdings Heat Map
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Catalyst Wealth Management, LLC's Holdings Bubble Chart
Catalyst Wealth Management, LLC News
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