Catalyst Wealth Management, LLC Purchases in Q1 2023

Catalyst Wealth Management, LLC

  • $107 Billion
  • Q1 2023
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
731
+ 3.85%
$125.02 - $164.9 $91.4K - $121K
19.7K $3.25B
NVDA
Nvidia Corp

Technology
58
+ 1.09%
$142.65 - $277.77 $8.27K - $16.1K
5.36K $1.49B
MUB
Ishares National Muni Bond ETF

ETFs
5.55K
New
$104.99 - $108.49 $583K - $602K
5.55K $598M
MINV
Matthews Asia Fds Asia Innovat
22.3K
+ 61.76%
N/A
58.4K $1.45B
MSFT
Microsoft Corp

Technology
196
+ 1.95%
$222.31 - $288.3 $43.6K - $56.5K
10.2K $2.95B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.9K
New
$96.32 - $100.79 $472K - $494K
4.9K $488M
ORCC
Owl Rock Capital Corp

Financial Services
30.3K
+ 129.23%
$11.87 - $13.7 $360K - $416K
53.8K $679M
XLI
Industrial Sector Spdr

ETFs
3.37K
+ 49.95%
$96.51 - $103.67 $325K - $349K
10.1K $1.02B
VUG
Vanguard Growth ETF

ETFs
796
+ 22.64%
$209.25 - $249.44 $167K - $199K
4.31K $1.08B
FXO
First Tr Exchange Traded Fd Fi

ETFs
7.16K
New
$35.18 - $46.46 $252K - $333K
7.16K $267M
FDT
First Trust Developed Markets

ETFs
3.81K
+ 19.45%
$47.82 - $52.75 $182K - $201K
23.4K $1.19B
OMC
Omnicom Group Inc.

Communication Services
522
+ 3.49%
$82.11 - $94.34 $42.9K - $49.2K
15.5K $1.46B
TXN
Texas Instruments Inc

Technology
309
+ 3.6%
$163.21 - $186.01 $50.4K - $57.5K
8.9K $1.66B
GOOG
Alphabet Inc.

Communication Services
2.05K
New
$86.77 - $108.8 $178K - $223K
2.05K $213M
VBR
Vanguard Small Cap Value ETF

ETFs
1.29K
New
$150.22 - $177.69 $193K - $229K
1.29K $204M
ABB
Abb LTD

Industrials
4.09K
+ 25.47%
$30.77 - $35.33 $126K - $144K
20.1K $691M
SQ
Block, Inc.

Technology
2.94K
New
$60.68 - $88.41 $178K - $260K
2.94K $202M
TSLA
Tesla, Inc.

Consumer Cyclical
58
+ 2.63%
$108.1 - $214.24 $6.27K - $12.4K
2.26K $469M
PNW
Pinnacle West Capital Corp

Utilities
2.08K
+ 30.49%
$72.12 - $79.62 $150K - $166K
8.91K $706M
ETN
Eaton Corp PLC

Industrials
776
+ 21.63%
$151.86 - $177.55 $118K - $138K
4.36K $748M
ACN
Accenture PLC

Technology
231
+ 3.87%
$246.17 - $294.1 $56.9K - $67.9K
6.2K $1.77B
SO
Southern CO

Utilities
2.72K
+ 33.77%
$62.32 - $72.5 $169K - $197K
10.8K $748M
GLW
Corning Inc

Technology
1.84K
+ 6.75%
$32.53 - $36.8 $59.7K - $67.5K
29K $1.02B
GRMN
Garmin LTD

Technology
721
+ 7.53%
$93.61 - $102.98 $67.5K - $74.2K
10.3K $1.04B
ATO
Atmos Energy Corp

Utilities
1.37K
+ 26.6%
$106.52 - $119.55 $146K - $163K
6.5K $730M
XAR
Spdr S&P Aerospace & Defense E

ETFs
771
+ 9.2%
$109.92 - $121.62 $84.7K - $93.8K
9.16K $1.07B
AEP
American Electric Power CO Inc

Utilities
1.86K
+ 28.7%
$85.41 - $97.95 $159K - $182K
8.34K $758M
XEL
Xcel Energy Inc

Utilities
2.47K
+ 28.4%
$63.22 - $72.78 $156K - $180K
11.2K $752M
KOMP
Spdr S&P Kensho New Economies

ETFs
1.88K
+ 9.98%
$39.25 - $46.32 $73.9K - $87.3K
20.8K $887M
NKE
Nike, Inc.

Consumer Cyclical
695
+ 7.41%
$116.86 - $129.5 $81.2K - $90K
10.1K $1.24B
GOOGL
Alphabet Inc.

Communication Services
167
+ 2.17%
$86.2 - $107.74 $14.4K - $18K
7.87K $817M
MA
Mastercard Inc

Financial Services
148
+ 3.04%
$344.71 - $382.39 $51K - $56.6K
5.02K $1.82B
DUK
Duke Energy Corp

Utilities
1.72K
+ 30.91%
$91.55 - $105.65 $158K - $182K
7.29K $703M
AWK
American Water Works Company, Inc.

Utilities
1.08K
+ 21.53%
$133.65 - $161.43 $144K - $174K
6.07K $889M
MDT
Medtronic PLC

Healthcare
1.12K
+ 9.03%
$76.72 - $87.58 $85.6K - $97.7K
13.5K $1.09B
NEE
Nextera Energy Inc

Utilities
2.36K
+ 26.68%
$69.87 - $85.74 $165K - $202K
11.2K $863M
WMT
Walmart Inc.

Consumer Defensive
419
+ 3.89%
$136.97 - $147.45 $57.4K - $61.8K
11.2K $1.65B
CPT
Camden Property Trust

Real Estate
1.24K
+ 47.58%
$98.65 - $126.31 $122K - $157K
3.85K $404M
SPGI
S&P Global Inc.

Financial Services
174
+ 5.32%
$324.79 - $383.16 $56.5K - $66.7K
3.44K $1.19B
VOT
Vanguard Mid Cap Growth Index

ETFs
177
+ 5.65%
$177.43 - $203.61 $31.4K - $36K
3.31K $645M
ADBE
Adobe Inc.

Technology
12
+ 0.85%
$320.54 - $392.23 $3.85K - $4.71K
1.42K $548M
PEP
Pepsico Inc

Consumer Defensive
290
+ 3.14%
$169.12 - $182.3 $49K - $52.9K
9.52K $1.74B
SYY
Sysco Corp

Consumer Defensive
678
+ 4.39%
$72.94 - $80.57 $49.5K - $54.6K
16.1K $1.24B
AMZN
Amazon Com Inc

Consumer Cyclical
79
+ 3.1%
$83.12 - $112.91 $6.57K - $8.92K
2.63K $271M
IWM
Ishares Russell 2000 ETF

ETFs
197
+ 4.18%
$170.25 - $198.32 $33.5K - $39.1K
4.91K $876M
BOND
Pimco Active Bond Exchange Tra

ETFs
452
+ 18.29%
$90.4 - $94.23 $40.9K - $42.6K
2.92K $271M
CMI
Cummins Inc

Industrials
257
+ 6.11%
$223.9 - $258.06 $57.5K - $66.3K
4.46K $1.07B
UNP
Union Pacific Corp

Industrials
414
+ 6.42%
$185.72 - $214.7 $76.9K - $88.9K
6.86K $1.38B
PG
Procter & Gamble CO

Consumer Defensive
446
+ 4.37%
$136.57 - $153.91 $60.9K - $68.6K
10.7K $1.59B
Activity Summary
Buys All Purchases 77 New Holdings 7 Increased Positions 70 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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