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Catalyst Wealth Management, Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$106.72M
# of Holdings
120
Performance Rank
N/A
Allocation (Top 20)
N/A

Catalyst Wealth Management, Llc Holdings Map

Top 50 Catalyst Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
3.05%19.7K$3.3M
+3.85%(+731)
2022-Q4: 19.0K shares2023-Q1: 19.7K shares2023-03-31
MSFT
MICROSOFT CORP
2.76%10.2K$2.9M
+1.95%(+196)
2022-Q4: 10.0K shares2023-Q1: 10.2K shares2023-03-31
FVD
FIRST TR VALUE LINE DIVID IN
2.4%63.9K$2.6M
-22.07%(-18.08K)
2022-Q4: 81.9K shares2023-Q1: 63.9K shares2023-03-31
FTCS
FIRST TR EXCHANGE-TRADED FD
2.28%33.4K$2.4M
+3.75%(+1.21K)
2022-Q4: 32.2K shares2023-Q1: 33.4K shares2023-03-31
RDVY
FIRST TR EXCHANGE-TRADED FD
2.07%49.2K$2.2M
-12.26%(-6.88K)
2022-Q4: 56.1K shares2023-Q1: 49.2K shares2023-03-31
COWZ
PACER FDS TR
1.97%44.8K$2.1M
-0.19%(-87)
2022-Q4: 44.9K shares2023-Q1: 44.8K shares2023-03-31
XLE
SELECT SECTOR SPDR TR
1.86%24.0K$2.0M
-3.68%(-914)
2022-Q4: 24.9K shares2023-Q1: 24.0K shares2023-03-31
BUFD
FIRST TR EXCHNG TRADED FD VI
1.81%94.6K$1.9M
-8.53%(-8.82K)
2022-Q4: 103.5K shares2023-Q1: 94.6K shares2023-03-31
MA
MASTERCARD INCORPORATED
1.71%5.0K$1.8M
+3.04%(+148)
2022-Q4: 4.9K shares2023-Q1: 5.0K shares2023-03-31
FAAR
FIRST TR EXCHANGE TRAD FD VI
1.7%61.0K$1.8M
-5.67%(-3.67K)
2022-Q4: 64.7K shares2023-Q1: 61.0K shares2023-03-31

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