Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CATALYST WEALTH MANAGEMENT LLC | 04-11-2023 | 03-31-2023 | 120 | 106,717,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $3,251,923 | 19,721 | 0.00 | 0.00 | 731 | 3.85 | 03-31-2023 |
| MICROSOFT CORP | COM | 2 | $2,948,889 | 10,229 | 0.00 | 0.00 | 196 | 1.95 | 03-31-2023 |
| FIRST TR VALUE LINE DIVID IN | SHS | 3 | $2,564,216 | 63,850 | 0.00 | 0.00 | -18,080 | -22.07 | 03-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 4 | $2,434,008 | 33,370 | 0.00 | 0.00 | 1,205 | 3.75 | 03-31-2023 |
