StockDriftsStockDriftsTop 50 Catalyst Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.05% | 19.7K | $3.3M | +3.85%(+731) | — | 2023-03-31 | |
| MSFT | MICROSOFT CORP | 2.76% | 10.2K | $2.9M | +1.95%(+196) | — | 2023-03-31 | |
| FVD | FIRST TR VALUE LINE DIVID IN | 2.4% | 63.9K | $2.6M | -22.07%(-18.08K) | — | 2023-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 2.28% | 33.4K | $2.4M | +3.75%(+1.21K) | — | 2023-03-31 | |
| RDVY | FIRST TR EXCHANGE-TRADED FD | 2.07% | 49.2K | $2.2M | -12.26%(-6.88K) | — | 2023-03-31 | |
| COWZ | PACER FDS TR | 1.97% | 44.8K | $2.1M | -0.19%(-87) | — | 2023-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 1.86% | 24.0K | $2.0M | -3.68%(-914) | — | 2023-03-31 | |
| BUFD | FIRST TR EXCHNG TRADED FD VI | 1.81% | 94.6K | $1.9M | -8.53%(-8.82K) | — | 2023-03-31 | |
| MA | MASTERCARD INCORPORATED | 1.71% | 5.0K | $1.8M | +3.04%(+148) | — | 2023-03-31 | |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | 1.7% | 61.0K | $1.8M | -5.67%(-3.67K) | — | 2023-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Catalyst Wealth Management, Llc reports $106.72M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.0%), MSFT (2.8%) and FVD (2.4%). Figures reflect the Q1 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Catalyst Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1936191). View Catalyst Wealth Management, Llc’s 13F filings on SEC