133 is the total number of securities Catalyst Wealth Management, LLC has owned. The longest Catalyst Wealth Management, LLC has owned a single stock is 2 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
FVD | FIRST TR VALUE LINE DI... | 2 | 2 | 2.40% | 2.74% | 3.09% | Q4 2022 | Q1 2023 | 2 |
AAPL | APPLE INC | 2 | 2 | 2.33% | 2.69% | 3.05% | Q4 2022 | Q1 2023 | 2 |
MSFT | MICROSOFT CORP | 2 | 2 | 2.27% | 2.52% | 2.76% | Q4 2022 | Q1 2023 | 2 |
FTCS | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 2.28% | 2.28% | 2.28% | Q4 2022 | Q1 2023 | 2 |
RDVY | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 2.07% | 2.20% | 2.32% | Q4 2022 | Q1 2023 | 2 |
FTSM | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 1.43% | 2.12% | 2.81% | Q4 2022 | Q1 2023 | 2 |
COWZ | PACER FDS TR | 2 | 2 | 1.96% | 1.96% | 1.97% | Q4 2022 | Q1 2023 | 2 |
XLE | SELECT SECTOR SPDR TR | 2 | 2 | 1.86% | 1.96% | 2.05% | Q4 2022 | Q1 2023 | 2 |
BUFD | FIRST TR EXCHNG TRADED... | 2 | 2 | 1.81% | 1.87% | 1.92% | Q4 2022 | Q1 2023 | 2 |
FAAR | FIRST TR EXCHANGE TRAD... | 2 | 2 | 1.70% | 1.76% | 1.82% | Q4 2022 | Q1 2023 | 2 |
MA | MASTERCARD INCORPORATED | 2 | 2 | 1.60% | 1.65% | 1.71% | Q4 2022 | Q1 2023 | 2 |
PEP | PEPSICO INC | 2 | 2 | 1.57% | 1.60% | 1.63% | Q4 2022 | Q1 2023 | 2 |
ACN | ACCENTURE PLC IRELAND | 2 | 2 | 1.50% | 1.58% | 1.66% | Q4 2022 | Q1 2023 | 2 |
FXH | FIRST TR EXCHANGE TRAD... | 2 | 2 | 1.43% | 1.56% | 1.70% | Q4 2022 | Q1 2023 | 2 |
WMT | WALMART INC | 2 | 2 | 1.44% | 1.50% | 1.55% | Q4 2022 | Q1 2023 | 2 |
GS | GOLDMAN SACHS GROUP INC | 2 | 2 | 1.46% | 1.48% | 1.49% | Q4 2022 | Q1 2023 | 2 |
PG | PROCTER AND GAMBLE CO | 2 | 2 | 1.46% | 1.47% | 1.49% | Q4 2022 | Q1 2023 | 2 |
GD | GENERAL DYNAMICS CORP | 2 | 2 | 1.40% | 1.46% | 1.52% | Q4 2022 | Q1 2023 | 2 |
XLF | SELECT SECTOR SPDR TR | 2 | 2 | 1.34% | 1.45% | 1.57% | Q4 2022 | Q1 2023 | 2 |
TXN | TEXAS INSTRS INC | 2 | 2 | 1.34% | 1.44% | 1.55% | Q4 2022 | Q1 2023 | 2 |
AFL | AFLAC INC | 2 | 2 | 1.38% | 1.44% | 1.50% | Q4 2022 | Q1 2023 | 2 |
CB | CHUBB LIMITED | 2 | 2 | 1.36% | 1.40% | 1.44% | Q4 2022 | Q1 2023 | 2 |
FMF | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.82% | 1.36% | 1.90% | Q4 2022 | Q1 2023 | 2 |
FTHY | FIRST TR HIGH YIELD OP... | 2 | 2 | 1.26% | 1.32% | 1.39% | Q4 2022 | Q1 2023 | 2 |
JNJ | JOHNSON & JOHNSON | 2 | 2 | 1.25% | 1.30% | 1.35% | Q4 2022 | Q1 2023 | 2 |
UNP | UNION PAC CORP | 2 | 2 | 1.26% | 1.28% | 1.29% | Q4 2022 | Q1 2023 | 2 |
HON | HONEYWELL INTL INC | 2 | 2 | 1.21% | 1.26% | 1.31% | Q4 2022 | Q1 2023 | 2 |
IBM | INTERNATIONAL BUSINESS... | 2 | 2 | 1.25% | 1.26% | 1.28% | Q4 2022 | Q1 2023 | 2 |
OMC | OMNICOM GROUP INC | 2 | 2 | 1.15% | 1.26% | 1.37% | Q4 2022 | Q1 2023 | 2 |
APD | AIR PRODS & CHEMS INC | 2 | 2 | 1.22% | 1.23% | 1.24% | Q4 2022 | Q1 2023 | 2 |
STT | STATE STR CORP | 2 | 2 | 1.18% | 1.18% | 1.19% | Q4 2022 | Q1 2023 | 2 |
ABT | ABBOTT LABS | 2 | 2 | 1.12% | 1.14% | 1.16% | Q4 2022 | Q1 2023 | 2 |
SYY | SYSCO CORP | 2 | 2 | 1.11% | 1.14% | 1.17% | Q4 2022 | Q1 2023 | 2 |
NKE | NIKE INC | 2 | 2 | 1.04% | 1.10% | 1.16% | Q4 2022 | Q1 2023 | 2 |
MATTHEWS ASIA FDS | 2 | 2 | 0.83% | 1.09% | 1.36% | Q4 2022 | Q1 2023 | 2 | |
BDX | BECTON DICKINSON & CO | 2 | 2 | 1.08% | 1.09% | 1.10% | Q4 2022 | Q1 2023 | 2 |
LHX | L3HARRIS TECHNOLOGIES INC | 2 | 2 | 1.05% | 1.08% | 1.10% | Q4 2022 | Q1 2023 | 2 |
SPGI | S&P GLOBAL INC | 2 | 2 | 1.03% | 1.07% | 1.11% | Q4 2022 | Q1 2023 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 0.73% | 1.06% | 1.40% | Q4 2022 | Q1 2023 | 2 |
FDT | FIRST TR EXCH TRD ALPH... | 2 | 2 | 0.88% | 1.00% | 1.11% | Q4 2022 | Q1 2023 | 2 |
D | DOMINION ENERGY INC | 2 | 2 | 1.00% | 1.00% | 1.00% | Q4 2022 | Q1 2023 | 2 |
CMI | CUMMINS INC | 2 | 2 | 0.96% | 0.98% | 1.00% | Q4 2022 | Q1 2023 | 2 |
ROST | ROSS STORES INC | 2 | 2 | 0.96% | 0.97% | 0.98% | Q4 2022 | Q1 2023 | 2 |
MDT | MEDTRONIC PLC | 2 | 2 | 0.91% | 0.96% | 1.02% | Q4 2022 | Q1 2023 | 2 |
XAR | SPDR SER TR | 2 | 2 | 0.87% | 0.94% | 1.00% | Q4 2022 | Q1 2023 | 2 |
GRMN | GARMIN LTD | 2 | 2 | 0.83% | 0.90% | 0.97% | Q4 2022 | Q1 2023 | 2 |
GLW | CORNING INC | 2 | 2 | 0.82% | 0.89% | 0.96% | Q4 2022 | Q1 2023 | 2 |
VUG | VANGUARD INDEX FDS | 2 | 2 | 0.71% | 0.86% | 1.01% | Q4 2022 | Q1 2023 | 2 |
IWM | ISHARES TR | 2 | 2 | 0.78% | 0.80% | 0.82% | Q4 2022 | Q1 2023 | 2 |
XLI | SELECT SECTOR SPDR TR | 2 | 2 | 0.62% | 0.79% | 0.96% | Q4 2022 | Q1 2023 | 2 |
HD | HOME DEPOT INC | 2 | 2 | 0.74% | 0.78% | 0.82% | Q4 2022 | Q1 2023 | 2 |
AWK | AMERICAN WTR WKS CO IN... | 2 | 2 | 0.72% | 0.78% | 0.83% | Q4 2022 | Q1 2023 | 2 |
KOMP | SPDR SER TR | 2 | 2 | 0.70% | 0.77% | 0.83% | Q4 2022 | Q1 2023 | 2 |
NEE | NEXTERA ENERGY INC | 2 | 2 | 0.70% | 0.75% | 0.81% | Q4 2022 | Q1 2023 | 2 |
GOOGL | ALPHABET INC | 2 | 2 | 0.64% | 0.70% | 0.76% | Q4 2022 | Q1 2023 | 2 |
TMO | THERMO FISHER SCIENTIF... | 2 | 2 | 0.68% | 0.70% | 0.71% | Q4 2022 | Q1 2023 | 2 |
SPYV | SPDR SER TR | 2 | 2 | 0.68% | 0.69% | 0.70% | Q4 2022 | Q1 2023 | 2 |
GSLC | GOLDMAN SACHS ETF TR | 2 | 2 | 0.67% | 0.69% | 0.71% | Q4 2022 | Q1 2023 | 2 |
AEP | AMERICAN ELEC PWR CO INC | 2 | 2 | 0.58% | 0.65% | 0.71% | Q4 2022 | Q1 2023 | 2 |
XEL | XCEL ENERGY INC | 2 | 2 | 0.58% | 0.64% | 0.70% | Q4 2022 | Q1 2023 | 2 |
SO | SOUTHERN CO | 2 | 2 | 0.54% | 0.62% | 0.70% | Q4 2022 | Q1 2023 | 2 |
ETN | EATON CORP PLC | 2 | 2 | 0.53% | 0.62% | 0.70% | Q4 2022 | Q1 2023 | 2 |
ATO | ATMOS ENERGY CORP | 2 | 2 | 0.54% | 0.61% | 0.68% | Q4 2022 | Q1 2023 | 2 |
DUK | DUKE ENERGY CORP NEW | 2 | 2 | 0.54% | 0.60% | 0.66% | Q4 2022 | Q1 2023 | 2 |
PNW | PINNACLE WEST CAP CORP | 2 | 2 | 0.49% | 0.58% | 0.66% | Q4 2022 | Q1 2023 | 2 |
VOT | VANGUARD INDEX FDS | 2 | 2 | 0.53% | 0.57% | 0.60% | Q4 2022 | Q1 2023 | 2 |
SPDW | SPDR INDEX SHS FDS | 2 | 2 | 0.56% | 0.56% | 0.56% | Q4 2022 | Q1 2023 | 2 |
CVX | CHEVRON CORP NEW | 2 | 2 | 0.53% | 0.56% | 0.59% | Q4 2022 | Q1 2023 | 2 |
ABB | ABB LTD | 2 | 2 | 0.46% | 0.55% | 0.65% | Q4 2022 | Q1 2023 | 2 |
SPYG | SPDR SER TR | 2 | 2 | 0.51% | 0.52% | 0.54% | Q4 2022 | Q1 2023 | 2 |
ANGL | VANECK ETF TRUST | 2 | 2 | 0.47% | 0.49% | 0.51% | Q4 2022 | Q1 2023 | 2 |
ADBE | ADOBE SYSTEMS INCORPOR... | 2 | 2 | 0.45% | 0.48% | 0.51% | Q4 2022 | Q1 2023 | 2 |
SPY | SPDR S&P 500 ETF TR | 2 | 2 | 0.28% | 0.47% | 0.65% | Q4 2022 | Q1 2023 | 2 |
IWO | ISHARES TR | 2 | 2 | 0.46% | 0.46% | 0.47% | Q4 2022 | Q1 2023 | 2 |
PLD | PROLOGIS INC. | 2 | 2 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q1 2023 | 2 |
ORCC | OWL ROCK CAPITAL CORPO... | 2 | 2 | 0.26% | 0.45% | 0.64% | Q4 2022 | Q1 2023 | 2 |
JVAL | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.41% | 0.44% | 0.47% | Q4 2022 | Q1 2023 | 2 |
RSP | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.43% | 0.43% | 0.44% | Q4 2022 | Q1 2023 | 2 |
ZTS | ZOETIS INC | 2 | 2 | 0.39% | 0.41% | 0.44% | Q4 2022 | Q1 2023 | 2 |
IJR | ISHARES TR | 2 | 2 | 0.39% | 0.41% | 0.42% | Q4 2022 | Q1 2023 | 2 |
FTGC | FIRST TR EXCHANGE TRAD... | 2 | 2 | 0.38% | 0.39% | 0.40% | Q4 2022 | Q1 2023 | 2 |
XT | ISHARES TR | 2 | 2 | 0.38% | 0.38% | 0.39% | Q4 2022 | Q1 2023 | 2 |
PXH | INVESCO EXCH TRADED FD... | 2 | 2 | 0.36% | 0.37% | 0.39% | Q4 2022 | Q1 2023 | 2 |
SPHQ | INVESCO EXCHANGE TRADE... | 2 | 2 | 0.36% | 0.37% | 0.37% | Q4 2022 | Q1 2023 | 2 |
UNH | UNITEDHEALTH GROUP INC | 2 | 2 | 0.35% | 0.37% | 0.39% | Q4 2022 | Q1 2023 | 2 |
LOW | LOWES COS INC | 2 | 2 | 0.34% | 0.36% | 0.39% | Q4 2022 | Q1 2023 | 2 |
CCI | CROWN CASTLE INC | 2 | 2 | 0.34% | 0.36% | 0.38% | Q4 2022 | Q1 2023 | 2 |
TSLA | TESLA INC | 2 | 2 | 0.26% | 0.35% | 0.44% | Q4 2022 | Q1 2023 | 2 |
FNDF | SCHWAB STRATEGIC TR | 2 | 2 | 0.31% | 0.33% | 0.36% | Q4 2022 | Q1 2023 | 2 |
EOG | EOG RES INC | 2 | 2 | 0.31% | 0.33% | 0.34% | Q4 2022 | Q1 2023 | 2 |
CPT | CAMDEN PPTY TR | 2 | 2 | 0.28% | 0.33% | 0.38% | Q4 2022 | Q1 2023 | 2 |
MDYV | SPDR SER TR | 2 | 2 | 0.31% | 0.32% | 0.34% | Q4 2022 | Q1 2023 | 2 |
EW | EDWARDS LIFESCIENCES CORP | 2 | 2 | 0.30% | 0.32% | 0.34% | Q4 2022 | Q1 2023 | 2 |
BNY MELLON ETF TRUST | 2 | 2 | 0.31% | 0.32% | 0.32% | Q4 2022 | Q1 2023 | 2 | |
COST | COSTCO WHSL CORP NEW | 2 | 2 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q1 2023 | 2 |
BRKB | BERKSHIRE HATHAWAY INC... | 2 | 2 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q1 2023 | 2 |
TOTL | SSGA ACTIVE ETF TR | 2 | 2 | 0.26% | 0.27% | 0.29% | Q4 2022 | Q1 2023 | 2 |
SPSM | SPDR SER TR | 2 | 2 | 0.26% | 0.27% | 0.27% | Q4 2022 | Q1 2023 | 2 |
VICI | VICI PPTYS INC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q4 2022 | Q1 2023 | 2 |
V | VISA INC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q1 2023 | 2 |
O | REALTY INCOME CORP | 2 | 2 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q1 2023 | 2 |
QAI | INDEXIQ ETF TR | 2 | 2 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q1 2023 | 2 |
PHYS | SPROTT PHYSICAL GOLD TR | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2022 | Q1 2023 | 2 |
BOND | PIMCO ETF TR | 2 | 2 | 0.21% | 0.23% | 0.25% | Q4 2022 | Q1 2023 | 2 |
AMZN | AMAZON COM INC | 2 | 2 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q1 2023 | 2 |
DAL | DELTA AIR LINES INC DEL | 2 | 2 | 0.22% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
LAMR | LAMAR ADVERTISING CO NEW | 2 | 2 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
FEDERAL RLTY INVT TR NEW | 2 | 2 | 0.19% | 0.22% | 0.24% | Q4 2022 | Q1 2023 | 2 | |
LMBS | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q1 2023 | 2 |
SRLN | SSGA ACTIVE ETF TR | 2 | 2 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q1 2023 | 2 |
MDYG | SPDR SER TR | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2022 | Q1 2023 | 2 |
TLRY | TILRAY BRANDS INC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
FS CREDIT OPPORTUNITIE... | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 | |
STPZ | PIMCO ETF TR | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2022 | Q4 2022 | 1 |
MUB | ISHARES TR | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
AGG | ISHARES TR | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
MRK | MERCK & CO INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
ABBV | ABBVIE INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
GILD | GILEAD SCIENCES INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
FXO | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
FPXI | FIRST TR EXCHANGE TRAD... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
SPAB | SPDR SER TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
VLO | VALERO ENERGY CORP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
DLR | DIGITAL RLTY TR INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
ANTM | ELEVANCE HEALTH INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
CAH | CARDINAL HEALTH INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
GOOG | ALPHABET INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
SPTM | SPDR SER TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
VBR | VANGUARD INDEX FDS | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
SPEM | SPDR INDEX SHS FDS | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
SQ | BLOCK INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including FIRST TR VALUE LINE DIVID IN, APPLE INC, and MICROSOFT CORP, are the highest-conviction holdings of Catalyst Wealth Management, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Catalyst Wealth Management, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Catalyst Wealth Management, LLC owns currently or has owned in the past.