CATALYST WEALTH MANAGEMENT, LLC

PrivateCIK: 1936191
Location

ATLANTA, GA

120
Positions
$106.72M
Total AUM (reported)
1.60M
Total Shares

Allocation by class

TOTAL AUM$106.72M120 positions
COM$53.89M50.5%
SHS$5.44M5.1%
CL A$2.71M2.5%
CAP STRENGTH ETF$2.43M2.3%
RISNG DIVD ACHIV$2.21M2.1%
US CASH COWS 100$2.10M2.0%
ENERGY$1.98M1.9%

Portfolio Concentration

Top 38.2%4–1013.4%11–2521.8%Rest56.6%TOP 1021.6%0%100%
Top 3$8.77M8.2%
4–10$14.30M13.4%
11–25$23.25M21.8%
Rest$60.40M56.6%

Top 3 weight

8.2%

Top 10 weight

21.6%

Voting Authority Distribution

Total shares with voting rights: 1.60M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.60M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole120
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings120
Rows:

APPLE INC

SOLE
COM
Shares19.72K
TypeSH
Market value$3.25M
3.05%
Sole
0.00
Shared
0.00
None
19.72K

MICROSOFT CORP

SOLE
COM
Shares10.23K
TypeSH
Market value$2.95M
2.76%
Sole
0.00
Shared
0.00
None
10.23K

FIRST TR VALUE LINE DIVID IN

SOLE
SHS
Shares63.85K
TypeSH
Market value$2.56M
2.40%
Sole
0.00
Shared
0.00
None
63.85K

FIRST TR EXCHANGE-TRADED FD

SOLE
CAP STRENGTH ETF
Shares33.37K
TypeSH
Market value$2.43M
2.28%
Sole
0.00
Shared
0.00
None
33.37K

FIRST TR EXCHANGE-TRADED FD

SOLE
RISNG DIVD ACHIV
Shares49.22K
TypeSH
Market value$2.21M
2.07%
Sole
0.00
Shared
0.00
None
49.22K

PACER FDS TR

SOLE
US CASH COWS 100
Shares44.80K
TypeSH
Market value$2.10M
1.97%
Sole
0.00
Shared
0.00
None
44.80K

SELECT SECTOR SPDR TR

SOLE
ENERGY
Shares23.95K
TypeSH
Market value$1.98M
1.86%
Sole
0.00
Shared
0.00
None
23.95K

FIRST TR EXCHNG TRADED FD VI

SOLE
CBOE VEST FD DEP
Shares94.63K
TypeSH
Market value$1.93M
1.81%
Sole
0.00
Shared
0.00
None
94.63K

MASTERCARD INCORPORATED

SOLE
CL A
Shares5.02K
TypeSH
Market value$1.82M
1.71%
Sole
0.00
Shared
0.00
None
5.02K

FIRST TR EXCHANGE TRAD FD VI

SOLE
ALT ABSLT STRG
Shares61.01K
TypeSH
Market value$1.81M
1.70%
Sole
0.00
Shared
0.00
None
61.01K

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares6.20K
TypeSH
Market value$1.77M
1.66%
Sole
0.00
Shared
0.00
None
6.20K

PEPSICO INC

SOLE
COM
Shares9.52K
TypeSH
Market value$1.74M
1.63%
Sole
0.00
Shared
0.00
None
9.52K

TEXAS INSTRS INC

SOLE
COM
Shares8.90K
TypeSH
Market value$1.66M
1.55%
Sole
0.00
Shared
0.00
None
8.90K

WALMART INC

SOLE
COM
Shares11.20K
TypeSH
Market value$1.65M
1.55%
Sole
0.00
Shared
0.00
None
11.20K

PROCTER AND GAMBLE CO

SOLE
COM
Shares10.66K
TypeSH
Market value$1.59M
1.49%
Sole
0.00
Shared
0.00
None
10.66K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares4.78K
TypeSH
Market value$1.56M
1.46%
Sole
0.00
Shared
0.00
None
4.78K

FIRST TR EXCHANGE-TRADED FD

SOLE
FIRST TR ENH NEW
Shares25.68K
TypeSH
Market value$1.53M
1.43%
Sole
0.00
Shared
0.00
None
25.68K

FIRST TR EXCHANGE TRADED FD

SOLE
HLTH CARE ALPH
Shares14.16K
TypeSH
Market value$1.52M
1.43%
Sole
0.00
Shared
0.00
None
14.16K

GENERAL DYNAMICS CORP

SOLE
COM
Shares6.55K
TypeSH
Market value$1.49M
1.40%
Sole
0.00
Shared
0.00
None
6.55K

NVIDIA CORPORATION

SOLE
COM
Shares5.36K
TypeSH
Market value$1.49M
1.40%
Sole
0.00
Shared
0.00
None
5.36K

AFLAC INC

SOLE
COM
Shares22.79K
TypeSH
Market value$1.47M
1.38%
Sole
0.00
Shared
0.00
None
22.79K

OMNICOM GROUP INC

SOLE
COM
Shares15.46K
TypeSH
Market value$1.46M
1.37%
Sole
0.00
Shared
0.00
None
15.46K

CHUBB LIMITED

SOLE
COM
Shares7.47K
TypeSH
Market value$1.45M
1.36%
Sole
0.00
Shared
0.00
None
7.47K

MATTHEWS ASIA FDS

SOLE
ASIA INNOV ACTIV
Shares58.41K
TypeSH
Market value$1.45M
1.36%
Sole
0.00
Shared
0.00
None
58.41K

SELECT SECTOR SPDR TR

SOLE
FINANCIAL
Shares44.48K
TypeSH
Market value$1.43M
1.34%
Sole
0.00
Shared
0.00
None
44.48K
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