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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
2024-09-30 $299k 1.0k 287.31
2024-06-30 $322k 1.0k 313.47
2024-03-31 $360k 1.1k 335.95
2023-12-31 $279k 986 283.07

More positions owned by Catalytic Wealth RIA

salesforce (CRM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tcw Etf Trust Compounders Etf (GRW)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Public Storage (PSA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Catalytic Wealth RIA

Top funds holding Icon

WCM Investment Management
Massachusetts Financial Services
T. Rowe Price Associates
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Lazard Asset Management
Robeco Investment Management
Capital Research Global Investors
Invesco
ClearBridge Advisors
Franklin Resources
Alliancebernstein
Sustainable Growth Advisers
Victory Capital Management
Bank of America Corporation
William Blair Investment Management

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