Catalyst Wealth Management, LLC Portfolio Holdings

Catalyst Wealth Management, LLC

  • $107 Billion
  • Q1 2023

Catalyst Wealth Management, LLC has filed its 13F form on April 11, 2023 for Q1 2023 where it was disclosed a total value porftolio of $107 Billion distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $3.25B, Microsoft Corp with a value of $2.95B, First Tr Value Line Divid Inde with a value of $2.56B, First Trust Capital Strength E with a value of $2.43B, and First Trust Rising Dividend Ac with a value of $2.21B.

Examining the 13F form we can see an increase of $756M in the current position value, from $106B to 107B.

Catalyst Wealth Management, LLC is based out at Atlanta, GA

Below you can find more details about Catalyst Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Billion
ETFs: $38.2 Billion
Technology: $15.3 Billion
Financial Services: $10.3 Billion
Industrials: $8.04 Billion
Utilities: $7.21 Billion
Healthcare: $6.89 Billion
Consumer Defensive: $6.54 Billion
Consumer Cyclical: $4.16 Billion
Other: $6.86 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $107 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q1 2023
  • Filing Date April 11, 2023
  • Form Type 13F-HR
  • Activity in Q1 2023
  • New Purchases 7 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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