Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TR VALUE LINE DIVID IN | 2 | Q1 2023 | 3.1% |
APPLE INC | 2 | Q1 2023 | 3.0% |
MICROSOFT CORP | 2 | Q1 2023 | 2.8% |
FIRST TR EXCHANGE-TRADED FD | 2 | Q1 2023 | 2.3% |
FIRST TR EXCHANGE-TRADED FD | 2 | Q1 2023 | 2.3% |
FIRST TR EXCHANGE-TRADED FD | 2 | Q1 2023 | 2.8% |
PACER FDS TR | 2 | Q1 2023 | 2.0% |
SELECT SECTOR SPDR TR | 2 | Q1 2023 | 2.1% |
FIRST TR EXCHNG TRADED FD VI | 2 | Q1 2023 | 1.9% |
FIRST TR EXCHANGE TRAD FD VI | 2 | Q1 2023 | 1.8% |
View Catalyst Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-04-11 |
13F-HR | 2023-01-26 |
View Catalyst Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.