• 13F History

Catalyst Wealth Management, LLC

13F Filings History

Latest 13F report
Q1 2023 - Apr 11, 2023
Value $
$107M
Signature - Title
David Pierce - Chief Compliance Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Catalyst Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Catalyst Wealth Management, LLC reported 120 stock holdings with total value $107M as of Q1 2023. Top holdings included AAPL, MSFT, FVD, FTCS, and RDVY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2023 120 $107M +$8.18M -$6.08M +$2.1M AAPL, MSFT, FVD, FTCS, RDVY 13F-HR 4/11/2023, 03:33 PM
Q4 2022 126 $106M FVD, FTSM, AAPL, RDVY, FTCS 13F-HR 1/26/2023, 11:59 AM