Catalytic Wealth RIA, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Cambridge, MA
CIK
0002011169
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 296 572,646 CRM, AAPL, MSFT, GOOG 13F-HR 11/4/2024 000117266124004458
Q2 2024 268 506,549 CRM, MSFT, AAPL, GOOG 13F-HR 7/31/2024 000117266124002994
Q1 2024 272 499,633 CRM, MSFT, AAPL, GOOG 13F-HR 5/10/2024 000117266124002171
Q4 2023 222 222,006 AAPL, SPY, MSFT, RSP 13F-HR 2/12/2024 000117266124000714