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Icon shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of Icon (ICLR) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA investment in Icon

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Quarterly reported holdings in Icon by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2024-03-31 $360k 1.1k 335.95
2023-12-31 $279k 986 283.07

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salesforce (CRM)
Microsoft Corporation (MSFT)
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Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr S&p 500 Grwt Etf (IVW)
Public Storage (PSA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

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