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Home > Institutional Investor > Catalyst Wealth Management, Llc > Profile

Instuitional Investor - Catalyst Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Catalyst Wealth Management, Llc
Portfolio Value $106,717,144
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 19,721 $3,251,923 3.04%
2.
Microsoft Corp
 MSFT 10,229 $2,948,889 2.76%
3.
First Tr Value Line Divid In
 63,850 $2,564,216 2.4%
4.
First Tr Exchange-Traded Fd
 33,370 $2,434,008 2.28%
5.
First Tr Exchange-Traded Fd
 49,215 $2,208,277 2.06%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)