Catalyst Wealth Management, LLC

data from 31/03/2023

Capitalization

$ 106.717 B 0.71 %

Average holding period

1 ans

Performance

$ 2.509 M 0.00 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Catalyst Wealth Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/03/31 AAPL APPLE INC 3.05% 3.252 B $ 19721 2022/12/31 664.080 K $ 0.03 %
2023/03/31 MSFT MICROSOFT CORP 2.76% 2.949 B $ 10229 2022/12/31 486.399 K $ 0.02 %
2023/03/31 FVD FIRST TR VALUE LINE DIVID IN 2.40% 2.564 B $ 63850 2022/12/31 20.482 K $ 0.00 %
2023/03/31 FTCS FIRST TR EXCHANGE-TRADED FD 2.28% 2.434 B $ 33370 2022/12/31 -64.651 K $ 0.00 %
2023/03/31 RDVY FIRST TR EXCHANGE-TRADED FD 2.07% 2.208 B $ 49215 2022/12/31 53.288 K $ 0.00 %
2023/03/31 COWZ PACER FDS TR 1.97% 2.103 B $ 44801 2022/12/31 31.421 K $ 0.00 %
2023/03/31 XLE SELECT SECTOR SPDR TR 1.86% 1.984 B $ 23953 2022/12/31 -115.382 K $ -0.01 %
2023/03/31 BUFD FIRST TR EXCHNG TRADED FD VI 1.81% 1.933 B $ 94632 2022/12/31 78.624 K $ 0.00 %
2023/03/31 MA MASTERCARD INCORPORATED 1.71% 1.823 B $ 5017 2022/12/31 76.345 K $ 0.00 %
2023/03/31 FAAR FIRST TR EXCHANGE TRAD FD VI 1.70% 1.812 B $ 61010 2022/12/31 -11.642 K $ 0.00 %
2023/03/31 ACN ACCENTURE PLC IRELAND 1.66% 1.771 B $ 6195 2022/12/31 113.137 K $ 0.01 %
2023/03/31 PEP PEPSICO INC 1.63% 1.735 B $ 9517 2022/12/31 15.132 K $ 0.00 %
2023/03/31 TXN TEXAS INSTRS INC 1.55% 1.655 B $ 8898 2022/12/31 178.565 K $ 0.01 %
2023/03/31 WMT WALMART INC 1.55% 1.651 B $ 11200 2022/12/31 61.128 K $ 0.00 %
2023/03/31 PG PROCTER AND GAMBLE CO 1.49% 1.586 B $ 10663 2022/12/31 -29.322 K $ 0.00 %
2023/03/31 GS GOLDMAN SACHS GROUP INC 1.46% 1.563 B $ 4777 2022/12/31 -74.614 K $ 0.00 %
2023/03/31 FTSM FIRST TR EXCHANGE-TRADED FD 1.43% 1.528 B $ 25677 2022/12/31 3.510 K $ 0.00 %
2023/03/31 FXH FIRST TR EXCHANGE TRADED FD 1.43% 1.523 B $ 14159 2022/12/31 -19.914 K $ 0.00 %
2023/03/31 GD GENERAL DYNAMICS CORP 1.40% 1.495 B $ 6549 2022/12/31 -128.932 K $ -0.01 %
2023/03/31 NVDA NVIDIA CORPORATION 1.40% 1.489 B $ 5361 2022/12/31 698.405 K $ 0.09 %
2023/03/31 AFL AFLAC INC 1.38% 1.471 B $ 22793 2022/12/31 -163.677 K $ -0.01 %
2023/03/31 OMC OMNICOM GROUP INC 1.37% 1.459 B $ 15465 2022/12/31 190.822 K $ 0.02 %
2023/03/31 CB CHUBB LIMITED 1.36% 1.451 B $ 7472 2022/12/31 -183.196 K $ -0.01 %
2023/03/31 MINV MATTHEWS ASIA FDS 1.36% 1.446 B $ 58415 2022/12/31 16.611 K $ 0.00 %
2023/03/31 XLF SELECT SECTOR SPDR TR 1.34% 1.430 B $ 44482 2022/12/31 -99.492 K $ -0.01 %
2023/03/31 UNP UNION PAC CORP 1.29% 1.381 B $ 6862 2022/12/31 -37.462 K $ 0.00 %
2023/03/31 FTHY FIRST TR HIGH YIELD OPPRT 20 1.26% 1.340 B $ 96023 2022/12/31 52.537 K $ 0.00 %
2023/03/31 IBM INTERNATIONAL BUSINESS MACHS 1.25% 1.332 B $ 10159 2022/12/31 -94.040 K $ -0.01 %
2023/03/31 JNJ JOHNSON & JOHNSON 1.25% 1.330 B $ 8582 2022/12/31 -175.429 K $ -0.01 %
2023/03/31 APD AIR PRODS & CHEMS INC 1.22% 1.298 B $ 4519 2022/12/31 -89.651 K $ -0.01 %
2023/03/31 HON HONEYWELL INTL INC 1.21% 1.295 B $ 6775 2022/12/31 -150.252 K $ -0.01 %
2023/03/31 STT STATE STR CORP 1.19% 1.269 B $ 16770 2022/12/31 -30.290 K $ 0.00 %
2023/03/31 SYY SYSCO CORP 1.17% 1.245 B $ 16116 2022/12/31 12.041 K $ 0.00 %
2023/03/31 NKE NIKE INC 1.16% 1.236 B $ 10080 2022/12/31 52.837 K $ 0.00 %
2023/03/31 ABT ABBOTT LABS 1.12% 1.195 B $ 11802 2022/12/31 -95.843 K $ -0.01 %
2023/03/31 SPGI S&P GLOBAL INC 1.11% 1.187 B $ 3444 2022/12/31 32.144 K $ 0.00 %
2023/03/31 FDT FIRST TR EXCH TRD ALPHDX FD 1.11% 1.186 B $ 23395 2022/12/31 57.974 K $ 0.01 %
2023/03/31 BDX BECTON DICKINSON & CO 1.10% 1.170 B $ 4726 2022/12/31 -30.311 K $ 0.00 %
2023/03/31 LHX L3HARRIS TECHNOLOGIES INC 1.05% 1.125 B $ 5730 2022/12/31 -67.139 K $ -0.01 %
2023/03/31 MDT MEDTRONIC PLC 1.02% 1.087 B $ 13479 2022/12/31 35.852 K $ 0.00 %
2023/03/31 VUG VANGUARD INDEX FDS 1.01% 1.076 B $ 4312 2022/12/31 127.736 K $ 0.02 %
2023/03/31 XAR SPDR SER TR 1.00% 1.070 B $ 9155 2022/12/31 57.514 K $ 0.01 %
2023/03/31 CMI CUMMINS INC 1.00% 1.066 B $ 4464 2022/12/31 -14.345 K $ 0.00 %
2023/03/31 D DOMINION ENERGY INC 1.00% 1.063 B $ 19016 2022/12/31 -92.987 K $ -0.01 %
2023/03/31 GRMN GARMIN LTD 0.97% 1.039 B $ 10292 2022/12/31 82.597 K $ 0.01 %
2023/03/31 ROST ROSS STORES INC 0.96% 1.026 B $ 9665 2022/12/31 -88.446 K $ -0.01 %
2023/03/31 GLW CORNING INC 0.96% 1.024 B $ 29024 2022/12/31 90.811 K $ 0.01 %
2023/03/31 XLI SELECT SECTOR SPDR TR 0.96% 1.022 B $ 10102 2022/12/31 20.008 K $ 0.00 %
2023/03/31 AWK AMERICAN WTR WKS CO INC NEW 0.83% 888.783 M $ 6067 2022/12/31 -29.602 K $ 0.00 %
2023/03/31 KOMP SPDR SER TR 0.83% 886.571 M $ 20763 2022/12/31 61.923 K $ 0.01 %
2023/03/31 FMF FIRST TR EXCHANGE-TRADED FD 0.82% 876.313 M $ 18641 2022/12/31 -24.889 K $ 0.00 %
2023/03/31 IWM ISHARES TR 0.82% 876.122 M $ 4911 2022/12/31 19.044 K $ 0.00 %
2023/03/31 NEE NEXTERA ENERGY INC 0.81% 863.387 M $ 11201 2022/12/31 -57.649 K $ -0.01 %
2023/03/31 GOOGL ALPHABET INC 0.77% 816.563 M $ 7872 2022/12/31 119.427 K $ 0.02 %
2023/03/31 HD HOME DEPOT INC 0.74% 788.856 M $ 2673 2022/12/31 -56.806 K $ -0.01 %
2023/03/31 AEP AMERICAN ELEC PWR CO INC 0.71% 758.479 M $ 8336 2022/12/31 -25.648 K $ 0.00 %
2023/03/31 TMO THERMO FISHER SCIENTIFIC INC 0.71% 757.350 M $ 1314 2022/12/31 33.692 K $ 0.00 %
2023/03/31 XEL XCEL ENERGY INC 0.70% 752.289 M $ 11155 2022/12/31 -23.196 K $ 0.00 %
2023/03/31 SO SOUTHERN CO 0.70% 748.280 M $ 10754 2022/12/31 -14.711 K $ 0.00 %
2023/03/31 ETN EATON CORP PLC 0.70% 747.728 M $ 4364 2022/12/31 51.631 K $ 0.01 %
2023/03/31 ATO ATMOS ENERGY CORP 0.68% 730.473 M $ 6501 2022/12/31 1.489 K $ 0.00 %
2023/03/31 SPYV SPDR SER TR 0.68% 728.847 M $ 17899 2022/12/31 34.718 K $ 0.00 %
2023/03/31 GSLC GOLDMAN SACHS ETF TR 0.67% 712.787 M $ 8776 2022/12/31 50.172 K $ 0.01 %
2023/03/31 PNW PINNACLE WEST CAP CORP 0.66% 705.728 M $ 8906 2022/12/31 21.839 K $ 0.00 %
2023/03/31 DUK DUKE ENERGY CORP NEW 0.66% 703.061 M $ 7288 2022/12/31 -36.296 K $ -0.01 %
2023/03/31 ABB ABB LTD 0.65% 690.802 M $ 20140 2022/12/31 61.639 K $ 0.01 %
2023/03/31 ORCC OWL ROCK CAPITAL CORPORATION 0.64% 678.851 M $ 53834 2022/12/31 24.894 K $ 0.01 %
2023/03/31 VOT VANGUARD INDEX FDS 0.60% 644.501 M $ 3307 2022/12/31 47.356 K $ 0.01 %
2023/03/31 SPDW SPDR INDEX SHS FDS 0.56% 600.195 M $ 18686 2022/12/31 48.804 K $ 0.01 %
2023/03/31 MUB ISHARES TR 0.56% 597.950 M $ 5550 2023/03/31 0.000 $ 0.00 %
2023/03/31 SPYG SPDR SER TR 0.54% 575.744 M $ 10400 2022/12/31 50.037 K $ 0.01 %
2023/03/31 CVX CHEVRON CORP NEW 0.53% 570.081 M $ 3494 2022/12/31 -56.501 K $ -0.01 %
2023/03/31 ADBE ADOBE SYSTEMS INCORPORATED 0.51% 547.996 M $ 1422 2022/12/31 68.864 K $ 0.01 %
2023/03/31 IWO ISHARES TR 0.47% 501.045 M $ 2209 2022/12/31 27.810 K $ 0.01 %
2023/03/31 ANGL VANECK ETF TRUST 0.47% 500.087 M $ 17848 2022/12/31 20.156 K $ 0.00 %
2023/03/31 PLD PROLOGIS INC. 0.46% 490.346 M $ 3930 2022/12/31 51.711 K $ 0.01 %
2023/03/31 AGG ISHARES TR 0.46% 488.172 M $ 4899 2023/03/31 0.000 $ 0.00 %
2023/03/31 TSLA TESLA INC 0.44% 468.860 M $ 2260 2022/12/31 185.584 K $ 0.07 %
2023/03/31 ZTS ZOETIS INC 0.44% 468.565 M $ 2815 2022/12/31 55.990 K $ 0.01 %
2023/03/31 RSP INVESCO EXCHANGE TRADED FD T 0.43% 463.796 M $ 3207 2022/12/31 10.807 K $ 0.00 %
2023/03/31 JVAL J P MORGAN EXCHANGE TRADED F 0.41% 440.294 M $ 12927 2022/12/31 13.858 K $ 0.00 %
2023/03/31 IJR ISHARES TR 0.39% 416.598 M $ 4308 2022/12/31 9.754 K $ 0.00 %
2023/03/31 FTGC FIRST TR EXCHANGE TRAD FD VI 0.38% 405.987 M $ 17283 2022/12/31 -17.280 K $ 0.00 %
2023/03/31 XT ISHARES TR 0.38% 405.737 M $ 7699 2022/12/31 46.771 K $ 0.01 %
2023/03/31 CPT CAMDEN PPTY TR 0.38% 403.529 M $ 3849 2022/12/31 -18.360 K $ -0.01 %
2023/03/31 SPHQ INVESCO EXCHANGE TRADED FD T 0.37% 390.011 M $ 8242 2022/12/31 29.571 K $ 0.01 %
2023/03/31 PXH INVESCO EXCH TRADED FD TR II 0.36% 382.641 M $ 20841 2022/12/31 17.241 K $ 0.00 %
2023/03/31 UNH UNITEDHEALTH GROUP INC 0.35% 370.983 M $ 785 2022/12/31 -44.517 K $ -0.01 %
2023/03/31 LOW LOWES COS INC 0.34% 366.145 M $ 1831 2022/12/31 1.500 K $ 0.00 %
2023/03/31 EW EDWARDS LIFESCIENCES CORP 0.34% 358.717 M $ 4336 2022/12/31 35.200 K $ 0.01 %
2023/03/31 CCI CROWN CASTLE INC 0.34% 358.290 M $ 2677 2022/12/31 -5.299 K $ 0.00 %
2023/03/31 BKCI BNY MELLON ETF TRUST 0.31% 335.196 M $ 7204 2022/12/31 44.348 K $ 0.01 %
2023/03/31 FNDF SCHWAB STRATEGIC TR 0.31% 333.588 M $ 10668 2022/12/31 28.505 K $ 0.01 %
2023/03/31 EOG EOG RES INC 0.31% 332.656 M $ 2902 2022/12/31 -41.557 K $ -0.01 %
2023/03/31 MDYV SPDR SER TR 0.31% 326.964 M $ 4948 2022/12/31 7.496 K $ 0.00 %
2023/03/31 COST COSTCO WHSL CORP NEW 0.30% 323.462 M $ 651 2022/12/31 30.075 K $ 0.01 %
2023/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 0.30% 316.180 M $ 1024 2022/12/31 -132.000 $ 0.00 %
2023/03/31 TOTL SSGA ACTIVE ETF TR 0.29% 306.084 M $ 7460 2022/12/31 6.694 K $ 0.00 %
2023/03/31 SPY SPDR S&P 500 ETF TR 0.28% 302.130 M $ 738 2022/12/31 48.851 K $ 0.01 %
2023/03/31 V VISA INC 0.27% 285.432 M $ 1266 2022/12/31 22.337 K $ 0.01 %