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Icon Wealth Advisors

Latest statistics and disclosures from Icon Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, ACN, IUSB, IVW, DYNF, and represent 26.71% of Icon Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$14M), IVW (+$14M), AAPL (+$11M), IUSB (+$9.8M), EFV (+$8.5M), DYNF (+$8.3M), EFG (+$8.0M), AVGO (+$7.7M), EMXC (+$5.2M), BINC.
Started 78 new stock positions in VOO, SE, HDB, ICLR, HPQ, BDN, SYK, SYY, AGG, HLT.
Reduced shares in these 10 stocks: IVV (-$22M), ESGU (-$7.2M), HEFA (-$6.1M), CRM (-$5.2M), ADSK, IXC, NFLX, USB, USMV, TLT.
Sold out of its positions in AES, AMN, ACEL, BHP, BIIB, BLK, BTI, CAH, CE, CERT.
Icon Wealth Advisors was a net buyer of stock by $75M.
Icon Wealth Advisors has $1.2B in assets under management (AUM), dropping by 11.60%.
Central Index Key (CIK): 0001963212

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Portfolio Holdings for Icon Wealth Advisors

Icon Wealth Advisors holds 479 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	9.6	$115M	-15%	199k	576.82	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	5.8	$70M	+4%	197k	353.48	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	5.0	$61M	+19%	1.3M	47.12	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	3.3	$39M	+53%	410k	95.75	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	3.0	$36M	+29%	736k	49.47	View chart
Microsoft Corp Stock (MSFT)	2.9	$34M	+4%	80k	430.30	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.8	$34M	+3%	190k	179.30	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.7	$32M	+35%	564k	57.53	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	2.6	$31M	+34%	290k	107.65	View chart
Apple Stock (AAPL)	2.4	$29M	+58%	124k	233.00	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.3	$27M	+3%	252k	108.63	View chart
Amazon Stock (AMZN)	1.9	$23M	-2%	124k	186.33	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.5	$18M	+38%	301k	61.11	View chart
Exxon Mobil Corp Stock (XOM)	1.5	$18M		154k	117.22	View chart
Chevron Corp Stock (CVX)	1.4	$17M		115k	147.27	View chart
Enterprise Prods Partners Stock (EPD)	1.4	$17M	+6%	580k	29.11	View chart
Ishares S&p 500 Value Etf Etf (IVE)	1.4	$17M	+5%	85k	197.17	View chart
Nvidia Corporation Stock (NVDA)	1.3	$16M	+1125%	128k	121.44	View chart
Ishares U.s. Technology Etf Etf (IYW)	1.3	$15M	-9%	101k	151.62	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.2	$15M	-3%	26k	573.77	View chart
Ishares Mbs Etf Etf (MBB)	1.1	$13M	-2%	136k	95.81	View chart
Unitedhealth Group Stock (UNH)	0.9	$11M	+8%	18k	584.69	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.9	$11M	+2%	64k	167.19	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.8	$9.3M	+84%	174k	53.53	View chart
Broadcom Stock (AVGO)	0.7	$8.5M	+909%	50k	172.50	View chart
Visa Inc Com Cl A Stock (V)	0.7	$8.5M	+13%	31k	274.95	View chart
Eli Lilly & Co Stock (LLY)	0.7	$8.5M	+3%	9.6k	885.97	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.7	$7.8M	-47%	62k	126.18	View chart
Abbvie Stock (ABBV)	0.6	$7.7M	+8%	39k	197.48	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$7.3M	+4%	16k	460.27	View chart
Select Water Solutions Inc Cl A Stock (WTTR)	0.6	$7.0M		630k	11.13	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$7.0M	+15%	42k	165.85	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$6.9M	+48%	33k	210.86	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.6	$6.7M	+24%	117k	57.41	View chart
Oracle Corp Stock (ORCL)	0.5	$6.5M	+160%	38k	170.40	View chart
Kinder Morgan Inc Del Stock (KMI)	0.5	$6.5M	+54%	293k	22.09	View chart
Mastercard Incorporated Cl A Stock (MA)	0.5	$6.3M	+8%	13k	493.81	View chart
Home Depot Stock (HD)	0.5	$6.3M	+17%	16k	405.21	View chart
Servicenow Stock (NOW)	0.5	$6.2M		6.9k	894.39	View chart
Oneok Stock (OKE)	0.5	$6.0M	+7%	66k	91.13	View chart
Bank America Corp Stock (BAC)	0.5	$6.0M	-6%	151k	39.68	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$5.7M	+5%	9.1k	618.59	View chart
Abbott Labs Stock (ABT)	0.5	$5.6M	-10%	49k	114.01	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.5	$5.6M	-26%	57k	98.10	View chart
Merck & Co Stock (MRK)	0.5	$5.5M	+22%	48k	113.56	View chart
Adobe Stock (ADBE)	0.4	$5.3M	+49%	10k	517.78	View chart
Netflix Stock (NFLX)	0.4	$5.2M	-33%	7.3k	709.27	View chart
Williams Cos Stock (WMB)	0.4	$5.1M	+8%	113k	45.65	View chart
Procter And Gamble Stock (PG)	0.4	$5.0M		29k	173.20	View chart
Pepsico Stock (PEP)	0.4	$4.8M	+14%	28k	170.05	View chart
Mcdonalds Corp Stock (MCD)	0.4	$4.7M	+7%	15k	304.51	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.4	$4.7M	-3%	43k	109.33	View chart
Novo-nordisk A S Adr (NVO)	0.4	$4.6M	+30%	39k	119.07	View chart
Fs Kkr Cap Corp Cef (FSK)	0.4	$4.6M	+13%	233k	19.73	View chart
Tortoise North American Pipeline Fund Etf (TPYP)	0.4	$4.6M		146k	31.38	View chart
Eaton Corp Stock (ETN)	0.4	$4.5M	-12%	14k	331.44	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$4.5M	-4%	12k	375.39	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.4	$4.4M	+10%	59k	73.67	View chart
Shopify Inc Cl A Stock (SHOP)	0.4	$4.2M	+491%	53k	80.14	View chart
Texas Instrs Stock (TXN)	0.3	$4.1M	+16%	20k	206.57	View chart
Zoetis Inc Cl A Stock (ZTS)	0.3	$4.0M	+2%	21k	195.38	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$3.6M	+4%	6.3k	572.48	View chart
Msci Stock (MSCI)	0.3	$3.6M	NEW	6.2k	582.96	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.3	$3.6M	+9%	76k	46.97	View chart
Nextera Energy Stock (NEE)	0.3	$3.6M	+18%	42k	84.53	View chart
Ishares S&p 100 Etf Etf (OEF)	0.3	$3.4M	-7%	12k	276.76	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.3	$3.2M	-5%	25k	126.81	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$3.2M	+60%	11k	283.17	View chart
Verizon Communications Stock (VZ)	0.3	$3.1M		69k	44.91	View chart
Pnc Finl Svcs Group Stock (PNC)	0.3	$3.0M	-5%	16k	184.85	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.2	$2.9M	+6%	163k	18.10	View chart
Workday Inc Cl A Stock (WDAY)	0.2	$2.9M	+49%	12k	244.41	View chart
American Express Stock (AXP)	0.2	$2.9M	+25%	11k	271.21	View chart
Marsh & Mclennan Cos Stock (MMC)	0.2	$2.8M	+5%	13k	223.10	View chart
Travelers Companies Stock (TRV)	0.2	$2.8M	+18%	12k	234.12	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.2	$2.8M	+4%	174k	16.05	View chart
Eog Res Stock (EOG)	0.2	$2.8M	+3%	22k	122.93	View chart
Automatic Data Processing Stock (ADP)	0.2	$2.7M	+8%	9.8k	276.72	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$2.7M		14k	189.80	View chart
Cisco Sys Stock (CSCO)	0.2	$2.7M	-29%	50k	53.22	View chart
Sempra Stock (SRE)	0.2	$2.6M	-4%	31k	83.63	View chart
Phillips 66 Stock (PSX)	0.2	$2.6M	+7%	20k	131.45	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.6M	-2%	4.4k	584.60	View chart
Qualcomm Stock (QCOM)	0.2	$2.6M	+6%	15k	170.05	View chart
Gartner Stock (IT)	0.2	$2.3M		4.6k	506.76	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.2	$2.3M	-2%	51k	45.75	View chart
Realty Income Corp Reit (O)	0.2	$2.3M	-4%	36k	63.42	View chart
Air Prods & Chems Stock (APD)	0.2	$2.3M	-21%	7.6k	297.74	View chart
Blackstone Secd Lending Cef (BXSL)	0.2	$2.1M	+23%	71k	29.29	View chart
Ishares Global Tech Etf Etf (IXN)	0.2	$2.1M	+35%	25k	82.53	View chart
Starbucks Corp Stock (SBUX)	0.2	$2.1M	-27%	21k	97.49	View chart
Honeywell Intl Stock (HON)	0.2	$1.9M	+8%	9.4k	206.71	View chart
Targa Res Corp Stock (TRGP)	0.2	$1.9M	-11%	13k	148.02	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.2	$1.9M		111k	17.37	View chart
Costco Whsl Corp Stock (COST)	0.2	$1.9M	+3%	2.1k	886.56	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.2	$1.9M	-28%	14k	136.34	View chart
Disney Walt Stock (DIS)	0.2	$1.8M	+19%	19k	96.19	View chart
Lam Research Corp Stock	0.2	$1.8M	NEW	2.2k	816.08	View chart
Linde Stock (LIN)	0.2	$1.8M	+52%	3.8k	476.86	View chart
S&p Global Stock (SPGI)	0.1	$1.8M	+111%	3.5k	516.62	View chart
Stellus Cap Invt Corp Cef (SCM)	0.1	$1.8M		132k	13.69	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$1.8M	+3%	131k	13.61	View chart
Altria Group Stock (MO)	0.1	$1.8M	+7%	35k	51.04	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$1.7M		14k	125.62	View chart
Paycom Software Stock (PAYC)	0.1	$1.7M	+249%	10k	166.56	View chart
Intercontinental Exchange Stock (ICE)	0.1	$1.7M	+97%	11k	160.64	View chart
Blackrock Stock	0.1	$1.6M	NEW	1.7k	949.51	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.6M		4.2k	383.93	View chart
Intuit Stock (INTU)	0.1	$1.6M	+88%	2.6k	621.08	View chart
Philip Morris Intl Stock (PM)	0.1	$1.6M	+12%	13k	121.40	View chart
374water Stock (SCWO)	0.1	$1.6M		1.2M	1.36	View chart
Paychex Stock (PAYX)	0.1	$1.6M	+10%	12k	134.20	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.6M	-14%	9.6k	162.06	View chart
Union Pac Corp Stock (UNP)	0.1	$1.6M	+24%	6.3k	246.49	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.5M	+2%	20k	78.05	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$1.5M	-6%	66k	23.45	View chart
Keurig Dr Pepper Stock (KDP)	0.1	$1.5M	-16%	41k	37.48	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	0.1	$1.5M	+882%	33k	46.47	View chart
Corning Stock (GLW)	0.1	$1.5M	-6%	34k	45.15	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$1.5M	-22%	24k	62.69	View chart
Ishares Global Energy Etf Etf (IXC)	0.1	$1.5M	-65%	36k	40.48	View chart
Walmart Stock (WMT)	0.1	$1.5M		18k	80.75	View chart
Tesla Stock (TSLA)	0.1	$1.4M		5.5k	261.61	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.4M	+3%	12k	118.54	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$1.4M	-26%	15k	93.58	View chart
Forum Energy Technologies Stock (FET)	0.1	$1.4M		92k	15.46	View chart
Illinois Tool Wks Stock (ITW)	0.1	$1.4M	-6%	5.4k	262.05	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$1.4M		15k	95.94	View chart
Ppl Corp Stock (PPL)	0.1	$1.4M	+127%	42k	33.08	View chart
Cme Group Stock (CME)	0.1	$1.4M	+12%	6.2k	220.66	View chart
At&t Stock (T)	0.1	$1.3M	+45%	61k	22.00	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$1.3M	+132%	1.6k	833.29	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.1	$1.3M		39k	33.60	View chart
Rtx Corporation Stock (RTX)	0.1	$1.3M	+29%	11k	121.16	View chart
Conocophillips Stock (COP)	0.1	$1.3M	+17%	12k	105.28	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.1	$1.3M	-83%	35k	35.42	View chart
Lowes Cos Stock (LOW)	0.1	$1.2M		4.6k	270.84	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.1	$1.2M	+298%	82k	15.10	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$1.2M	-57%	11k	112.98	View chart
Coca Cola Stock (KO)	0.1	$1.2M	+44%	17k	71.86	View chart
Prologis Reit (PLD)	0.1	$1.2M	-45%	9.4k	126.28	View chart
Intel Corp Stock (INTC)	0.1	$1.2M		50k	23.46	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.1M	-8%	2.4k	465.08	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.1	$1.1M	+109%	32k	35.42	View chart
Wec Energy Group Stock (WEC)	0.1	$1.0M	-6%	11k	96.18	View chart
Franklin Resources Stock (BEN)	0.1	$1.0M	NEW	51k	20.15	View chart
Danaher Corporation Stock (DHR)	0.1	$1.0M	+7%	3.6k	278.02	View chart
General Dynamics Corp Stock (GD)	0.1	$990k	+49%	3.3k	302.17	View chart
HP Stock (HPQ)	0.1	$971k	NEW	27k	35.87	View chart
Fastenal Stock (FAST)	0.1	$941k	-21%	13k	71.42	View chart
Intuitive Surgical Stock (ISRG)	0.1	$887k	+268%	1.8k	491.27	View chart
Morgan Stanley Stock (MS)	0.1	$878k	+34%	8.4k	104.25	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$872k		6.4k	135.45	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$858k	+2%	3.8k	225.76	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.1	$851k	NEW	17k	49.15	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$838k	-27%	3.5k	240.00	View chart
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT)	0.1	$828k	-4%	21k	39.03	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$823k		20k	41.95	View chart
Autodesk Stock (ADSK)	0.1	$804k	-78%	2.9k	275.48	View chart
Vanguard Value Etf Etf (VTV)	0.1	$795k	+2%	4.6k	174.57	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$779k		13k	60.42	View chart
Amgen Stock (AMGN)	0.1	$777k	-43%	2.4k	322.21	View chart
Smurfit Westrock Stock	0.1	$766k	NEW	16k	49.42	View chart
Caterpillar Stock (CAT)	0.1	$765k	+95%	2.0k	391.12	View chart
Monolithic Pwr Sys Stock (MPWR)	0.1	$764k	-6%	826.00	924.50	View chart
Salesforce Stock (CRM)	0.1	$758k	-87%	2.8k	273.69	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$756k	+10%	37k	20.38	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$747k	-12%	16k	45.49	View chart
Astrazeneca Adr (AZN)	0.1	$744k	+105%	9.6k	77.91	View chart
American Tower Corp Reit (AMT)	0.1	$736k	+171%	3.2k	232.58	View chart
Trane Technologies Stock (TT)	0.1	$736k	NEW	1.9k	388.73	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$730k	-73%	8.0k	91.32	View chart
Truist Finl Corp Stock (TFC)	0.1	$716k		17k	42.77	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	0.1	$707k		12k	59.28	View chart
Nike Inc Cl B Stock (NKE)	0.1	$703k	-69%	8.0k	88.40	View chart
Chubb Stock (CB)	0.1	$692k	+161%	2.4k	288.39	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.1	$691k		17k	42.02	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$691k		1.00	691180.00	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$689k		14k	51.12	View chart
Sherwin Williams Stock (SHW)	0.1	$681k	+13%	1.8k	381.68	View chart
Canadian Pacific Kansas City Stock (CP)	0.1	$679k	+53%	7.9k	85.54	View chart
Advanced Micro Devices Stock (AMD)	0.1	$672k	+45%	4.1k	164.07	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$671k	+5%	1.3k	528.07	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$666k	-72%	10k	64.74	View chart
Ishares Aaa Clo Active Etf Etf (CLOA)	0.1	$648k	NEW	13k	51.97	View chart
Tyler Technologies Stock (TYL)	0.1	$631k	-44%	1.1k	583.72	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$630k	-25%	13k	47.85	View chart
Progressive Corp Stock (PGR)	0.1	$624k	NEW	2.5k	253.76	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$613k	-25%	8.4k	72.63	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.1	$601k		8.1k	74.59	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$599k		3.0k	198.06	View chart
Tc Energy Corp Stock (TRP)	0.0	$593k	-4%	13k	47.55	View chart
Carmax Stock (KMX)	0.0	$586k	+44%	7.6k	77.38	View chart
Uber Technologies Stock (UBER)	0.0	$585k	+34%	7.8k	75.16	View chart
Unilever Adr (UL)	0.0	$578k	+22%	8.9k	64.96	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$577k	+50%	11k	53.15	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$569k	+31%	3.3k	173.67	View chart
Us Bancorp Del Stock (USB)	0.0	$563k	-78%	12k	45.73	View chart
Enbridge Stock (ENB)	0.0	$554k	-4%	14k	40.61	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$546k		5.6k	98.11	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$545k	+20%	1.9k	280.43	View chart
Kinsale Cap Group Stock (KNSL)	0.0	$543k	-25%	1.2k	465.58	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$541k	+5%	5.1k	106.19	View chart
Heico Corp Stock (HEI)	0.0	$533k	-56%	2.0k	261.50	View chart
Pfizer Stock (PFE)	0.0	$527k		18k	28.94	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - June Etf (XJUN)	0.0	$519k	-5%	14k	38.04	View chart
Boeing Stock (BA)	0.0	$518k		3.4k	152.04	View chart
Interdigital Stock (IDCC)	0.0	$496k		3.5k	141.63	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$494k		4.2k	117.29	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$490k	+26%	12k	41.77	View chart
Wells Fargo Stock (WFC)	0.0	$489k	-4%	8.7k	56.49	View chart
Clearbridge Energy Midstrm Opp Cef (EMO)	0.0	$485k	NEW	12k	42.20	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.0	$483k	-12%	11k	42.17	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$477k		9.0k	52.81	View chart
Sap Se Adr (SAP)	0.0	$475k		2.1k	229.10	View chart
On Semiconductor Corp Stock (ON)	0.0	$463k	+21%	6.4k	72.61	View chart
Cummins Stock (CMI)	0.0	$461k	+61%	1.4k	323.84	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$456k		9.1k	50.14	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$451k	+104%	5.1k	87.80	View chart
Cvs Health Corp Stock (CVS)	0.0	$450k	-3%	7.2k	62.88	View chart
Emerson Elec Stock (EMR)	0.0	$448k	+172%	4.1k	109.38	View chart
Allstate Corp Stock (ALL)	0.0	$444k	+18%	2.3k	189.66	View chart
Oreilly Automotive Stock (ORLY)	0.0	$443k	-13%	385.00	1151.60	View chart
Saia Stock (SAIA)	0.0	$441k	-11%	1.0k	437.26	View chart
Corteva Stock (CTVA)	0.0	$440k	NEW	7.5k	58.79	View chart
Relx Adr (RELX)	0.0	$437k	+2%	9.2k	47.46	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$436k	NEW	892.00	488.27	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$435k	-21%	414.00	1051.24	View chart
Globant S A Stock (GLOB)	0.0	$435k	-43%	2.2k	198.14	View chart
Guidewire Software Stock (GWRE)	0.0	$433k	-44%	2.4k	182.94	View chart
Jpmorgan Betabuilders Europe Etf Etf (BBEU)	0.0	$428k	-18%	6.9k	62.34	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$424k		3.2k	132.26	View chart
Elevance Health Stock (ELV)	0.0	$422k	NEW	811.00	520.00	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.0	$417k	-2%	11k	38.26	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.0	$413k	-9%	5.7k	72.29	View chart
Grand Canyon Ed Stock (LOPE)	0.0	$412k	-44%	2.9k	141.85	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$410k		4.4k	92.46	View chart
Tjx Cos Stock (TJX)	0.0	$410k	+10%	3.5k	117.54	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$405k	NEW	1.9k	215.03	View chart
Icon Stock (ICLR)	0.0	$405k	NEW	1.4k	287.31	View chart
Rb Global Stock (RBA)	0.0	$402k	-46%	5.0k	80.49	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$399k	+150%	1.7k	241.10	View chart
Discover Finl Svcs Stock (DFS)	0.0	$398k	+61%	2.8k	140.31	View chart
Vontier Corporation Stock (VNT)	0.0	$397k	+76%	12k	33.74	View chart
Jpmorgan Betabuilders Developed Asia Pacific Ex-japan Etf Etf (BBAX)	0.0	$394k	-2%	7.3k	54.03	View chart
Arista Networks Stock (ANET)	0.0	$392k	+46%	1.0k	383.82	View chart
Watsco Stock (WSO)	0.0	$389k	-26%	790.00	491.96	View chart
Hess Corp Stock (HES)	0.0	$388k	+34%	2.9k	135.80	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$383k	NEW	5.4k	70.83	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$375k		3.6k	104.17	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.0	$374k		7.4k	50.52	View chart
Topbuild Corp Stock (BLD)	0.0	$374k	+220%	920.00	406.81	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$373k		5.9k	63.00	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.0	$372k		7.9k	46.83	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$371k	-3%	2.4k	154.02	View chart
Godaddy Inc Cl A Stock (GDDY)	0.0	$366k	-50%	2.3k	156.78	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$365k	+29%	5.9k	62.32	View chart
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT)	0.0	$364k		17k	21.62	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$358k	-44%	1.2k	300.19	View chart
Ft Energy Income Partners Enhanced Income Etf Etf (EIPI)	0.0	$358k	NEW	19k	19.35	View chart
Fiserv Stock (FI)	0.0	$358k	+12%	2.0k	179.65	View chart
Sony Group Corp Adr (SONY)	0.0	$358k	+11%	3.7k	96.57	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$357k	-14%	5.5k	64.81	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$356k	-6%	7.8k	45.32	View chart
Te Connectivity Plc Ord Stock	0.0	$355k	NEW	2.3k	150.99	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.0	$350k		7.3k	48.14	View chart
Booking Holdings Stock (BKNG)	0.0	$350k	+84%	83.00	4212.12	View chart
Novartis Adr (NVS)	0.0	$349k	-10%	3.0k	115.01	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$349k	NEW	3.4k	101.26	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$347k	-13%	1.1k	321.89	View chart
Comfort Sys Usa Stock (FIX)	0.0	$344k	NEW	881.00	390.35	View chart
Stellar Bancorp Stock (STEL)	0.0	$342k	-16%	13k	25.89	View chart
Dte Energy Stock (DTE)	0.0	$342k		2.7k	128.41	View chart
Medpace Hldgs Stock (MEDP)	0.0	$339k	-21%	1.0k	333.80	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$337k	NEW	1.4k	248.60	View chart
Monster Beverage Corp Stock (MNST)	0.0	$334k	+15%	6.4k	52.17	View chart
Doordash Inc Cl A Stock (DASH)	0.0	$333k	NEW	2.3k	142.73	View chart
Applied Matls Stock (AMAT)	0.0	$329k		1.6k	202.05	View chart
Ansys Stock (ANSS)	0.0	$328k	-44%	1.0k	318.63	View chart
Crh Plc Ord Stock (CRH)	0.0	$326k	-8%	3.5k	92.74	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$325k	+2%	7.3k	44.46	View chart
Hubspot Stock (HUBS)	0.0	$324k	-10%	610.00	531.60	View chart
Bio-techne Corp Stock (TECH)	0.0	$323k	-44%	4.0k	79.94	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$321k	-3%	4.9k	65.95	View chart
Palo Alto Networks Stock (PANW)	0.0	$320k	+60%	937.00	341.80	View chart
Independent Bank Group Stock (IBTX)	0.0	$319k		5.5k	57.66	View chart
Cal Maine Foods Stock (CALM)	0.0	$315k	+85%	4.2k	74.83	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$314k	-78%	4.2k	75.11	View chart
Paypal Hldgs Stock (PYPL)	0.0	$310k	-21%	4.0k	78.03	View chart
Floor & Decor Hldgs Inc Cl A Stock (FND)	0.0	$309k	-42%	2.5k	124.17	View chart
Entegris Stock (ENTG)	0.0	$309k	-37%	2.7k	112.54	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$308k		3.9k	78.68	View chart
Paylocity Hldg Corp Stock (PCTY)	0.0	$308k	-40%	1.9k	164.97	View chart
Quanta Svcs Stock (PWR)	0.0	$307k	NEW	1.0k	298.20	View chart
Rollins Stock (ROL)	0.0	$303k	-44%	6.0k	50.58	View chart
Ensign Group Stock (ENSG)	0.0	$300k	-45%	2.1k	143.84	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$297k	-3%	1.5k	200.37	View chart
Costar Group Stock (CSGP)	0.0	$296k	-32%	3.9k	75.44	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$295k	+6%	1.3k	230.64	View chart
Charles Riv Labs Intl Stock (CRL)	0.0	$295k	-35%	1.5k	196.97	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$286k	-4%	1.7k	166.80	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$284k		2.8k	100.69	View chart
Alcon Ag Ord Stock (ALC)	0.0	$281k	-5%	2.8k	100.07	View chart
Simon Ppty Group Reit (SPG)	0.0	$278k	+2%	1.6k	169.03	View chart
Argenx Se Adr (ARGX)	0.0	$276k		509.00	542.08	View chart
Martin Marietta Matls Stock (MLM)	0.0	$276k	+186%	512.00	538.27	View chart
Brandywine Rlty Tr Sh Ben Int Reit (BDN)	0.0	$269k	NEW	50k	5.44	View chart
Align Technology Stock (ALGN)	0.0	$269k	-77%	1.1k	254.32	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$269k		5.1k	52.66	View chart
Idexx Labs Stock (IDXX)	0.0	$264k	+44%	523.00	505.22	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$262k	+4%	6.2k	41.95	View chart
Invesco Phlx Semiconductor Etf Etf (SOXQ)	0.0	$260k	NEW	6.4k	40.73	View chart
Hdfc Bank Adr (HDB)	0.0	$260k	NEW	4.1k	62.56	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$259k	-2%	1.3k	202.72	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$258k		2.9k	90.40	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$258k		5.0k	51.96	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.0	$255k	+38%	3.0k	83.68	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$254k	-5%	1.5k	170.60	View chart
Diageo Adr (DEO)	0.0	$250k	-24%	1.8k	140.34	View chart
Workiva Inc Com Cl A Stock (WK)	0.0	$247k	-44%	3.1k	79.12	View chart
Mckesson Corp Stock (MCK)	0.0	$246k	+42%	498.00	494.25	View chart
Antero Resources Corp Stock (AR)	0.0	$242k	NEW	8.5k	28.65	View chart
Builders Firstsource Stock (BLDR)	0.0	$240k	NEW	1.2k	193.86	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$240k	-36%	23k	10.58	View chart
Goldman Sachs Group Stock (GS)	0.0	$239k	+45%	482.00	495.02	View chart
Exponent Stock (EXPO)	0.0	$238k	-44%	2.1k	115.26	View chart
Verisk Analytics Stock (VRSK)	0.0	$235k	-25%	878.00	268.10	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$233k	+43%	4.7k	49.92	View chart
T-mobile Us Stock (TMUS)	0.0	$233k	NEW	1.1k	206.29	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$233k		16k	14.57	View chart
Iqvia Hldgs Stock (IQV)	0.0	$233k	-21%	981.00	236.97	View chart
Cheniere Energy Stock (LNG)	0.0	$230k	+17%	1.3k	179.84	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$229k	NEW	995.00	230.50	View chart
Equinix Reit (EQIX)	0.0	$229k	+64%	258.00	887.97	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.0	$228k		12k	19.53	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$227k	NEW	6.0k	37.65	View chart
Sps Comm Stock (SPSC)	0.0	$226k	-44%	1.2k	194.17	View chart
Acv Auctions Inc Com Cl A Stock (ACVA)	0.0	$225k	-7%	11k	20.33	View chart
Stifel Finl Corp Stock (SF)	0.0	$222k		2.4k	93.90	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$222k	+135%	1.1k	198.64	View chart
Roper Technologies Stock (ROP)	0.0	$219k	NEW	393.00	556.44	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$217k	+67%	6.7k	32.37	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$216k	-15%	2.8k	77.61	View chart
Sea Ltd Sponsord Ads Adr (SE)	0.0	$216k	NEW	2.3k	94.28	View chart
Price T Rowe Group Stock (TROW)	0.0	$215k	+86%	2.0k	108.93	View chart
Toast Inc Cl A Stock (TOST)	0.0	$214k	-44%	7.5k	28.31	View chart
Parker-hannifin Corp Stock (PH)	0.0	$212k	+10%	336.00	631.82	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$211k	-16%	1.6k	128.23	View chart
Rockwell Automation Stock (ROK)	0.0	$210k	NEW	783.00	268.49	View chart
L3harris Technologies Stock (LHX)	0.0	$210k	-5%	881.00	237.87	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$209k		10k	20.27	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$206k	-4%	2.5k	83.00	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$205k	-2%	5.7k	36.15	View chart
Ferrari N V Stock (RACE)	0.0	$205k	+27%	436.00	470.11	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$204k	NEW	2.1k	99.49	View chart
Dt Midstream Stock (DTM)	0.0	$203k	NEW	2.6k	78.66	View chart
Sanofi Adr (SNY)	0.0	$202k	-28%	3.5k	57.63	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$199k	+4%	1.3k	149.61	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.0	$199k	-52%	7.3k	27.34	View chart
Freshpet Stock (FRPT)	0.0	$198k	-43%	1.4k	136.77	View chart
Lloyds Banking Group Adr (LYG)	0.0	$197k	NEW	63k	3.12	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$196k	+5%	19k	10.56	View chart
Blackstone Stock (BX)	0.0	$193k		1.3k	153.13	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$193k	+7%	1.5k	131.44	View chart
Five Below Stock (FIVE)	0.0	$189k	-44%	2.1k	88.35	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$189k	-10%	1.2k	162.76	View chart
Grainger W W Stock (GWW)	0.0	$187k	-3%	180.00	1039.08	View chart
Osisko Gold Royalties Stock (OR)	0.0	$187k		10k	18.51	View chart
Micron Technology Stock (MU)	0.0	$186k	NEW	1.8k	103.71	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$186k	-34%	1.9k	97.42	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$185k		3.0k	61.07	View chart
Privia Health Group Stock (PRVA)	0.0	$185k	-44%	10k	18.21	View chart
Sysco Corp Stock (SYY)	0.0	$183k	NEW	2.3k	78.06	View chart
Agnc Invt Corp Reit (AGNC)	0.0	$183k	NEW	18k	10.46	View chart
Kadant Stock (KAI)	0.0	$183k	NEW	541.00	338.00	View chart
Stryker Corporation Stock (SYK)	0.0	$181k	NEW	502.00	361.30	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$181k	+6%	3.8k	47.13	View chart
Hni Corp Stock (HNI)	0.0	$181k		3.4k	53.84	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$181k	-83%	1.6k	110.49	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$181k	NEW	3.1k	57.62	View chart
Cullen Frost Bankers Stock (CFR)	0.0	$180k	NEW	1.6k	111.86	View chart
Marvell Technology Stock (MRVL)	0.0	$178k	+31%	2.5k	72.12	View chart
Northern Oil & Gas Stock (NOG)	0.0	$177k		5.0k	35.41	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$176k	+17%	1.7k	106.13	View chart
Factset Resh Sys Stock (FDS)	0.0	$175k	+6%	381.00	459.96	View chart
Motorola Solutions Stock (MSI)	0.0	$174k	+4%	387.00	449.74	View chart
Banco Bilbao Vizcaya Argentari Adr (BBVA)	0.0	$172k	NEW	16k	10.84	View chart
Waste Connections Stock (WCN)	0.0	$170k	NEW	952.00	178.82	View chart
Kosmos Energy Stock (KOS)	0.0	$169k		42k	4.03	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$168k	+5%	2.1k	80.30	View chart
Synchrony Financial Stock (SYF)	0.0	$166k	-3%	3.3k	49.88	View chart
Ccc Intelligent Solutions Hld Stock (CCCS)	0.0	$164k	-35%	15k	11.05	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$164k		3.2k	50.50	View chart
Totalenergies Se Adr (TTE)	0.0	$163k	-38%	2.5k	64.62	View chart
Kkr & Co Stock (KKR)	0.0	$162k	NEW	1.2k	130.53	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$160k		3.7k	42.84	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$158k	+28%	4.3k	36.38	View chart
Alarm Com Hldgs Stock (ALRM)	0.0	$157k	-42%	2.9k	54.67	View chart
Lear Corp Stock (LEA)	0.0	$157k	NEW	1.4k	109.15	View chart
Blackline Stock (BL)	0.0	$156k	-42%	2.8k	55.14	View chart
Repligen Corp Stock (RGEN)	0.0	$155k	-39%	1.0k	148.82	View chart
Alkami Technology Stock (ALKT)	0.0	$155k	NEW	4.9k	31.54	View chart
Duke Energy Corp Stock (DUK)	0.0	$154k	+9%	1.3k	115.31	View chart
National Grid Plc Sponsored Adr Ne Adr (NGG)	0.0	$153k	-30%	2.2k	69.66	View chart
Sei Invts Stock (SEIC)	0.0	$153k	+12%	2.2k	69.18	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$152k	-38%	3.7k	41.24	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$152k	NEW	12k	12.38	View chart
United Airls Hldgs Stock (UAL)	0.0	$151k		2.6k	57.06	View chart
Franco Nev Corp Stock (FNV)	0.0	$151k	-5%	1.2k	124.28	View chart
Cognex Corp Stock (CGNX)	0.0	$149k	-43%	3.7k	40.50	View chart
Magnolia Oil & Gas Corp Cl A Stock (MGY)	0.0	$148k	+5%	6.0k	24.42	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$146k		423.00	346.12	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$144k	NEW	273.00	527.67	View chart
Nuveen Select Tax-free Income Sh Ben Int Cef (NXP)	0.0	$144k	NEW	9.5k	15.11	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$143k	-19%	1.7k	83.21	View chart
Block Inc Cl A Stock (SQ)	0.0	$143k	+10%	2.1k	67.13	View chart
Option Care Health Stock (OPCH)	0.0	$143k	-36%	4.6k	31.30	View chart
Yum Brands Stock (YUM)	0.0	$142k	+9%	1.0k	139.65	View chart
Descartes Sys Group Stock (DSGX)	0.0	$142k	-44%	1.4k	102.96	View chart
Spdr Gold Shares Etf (GLD)	0.0	$141k		582.00	243.04	View chart
Ishares Msci Usa Size Factor Etf Etf (SIZE)	0.0	$141k		947.00	148.79	View chart
Clean Harbors Stock (CLH)	0.0	$140k	NEW	581.00	241.71	View chart
Hubbell Stock (HUBB)	0.0	$139k		325.00	428.35	View chart
Illumina Stock (ILMN)	0.0	$138k	+11%	1.1k	130.41	View chart
Coca Cola Cons Stock (COKE)	0.0	$134k	NEW	102.00	1316.40	View chart
Generac Hldgs Stock (GNRC)	0.0	$134k	+2%	842.00	158.88	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$134k	-44%	757.00	176.59	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$133k	-50%	1.6k	83.63	View chart
Cintas Corp Stock (CTAS)	0.0	$130k	+179%	632.00	205.88	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$130k	-17%	457.00	284.22	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$128k	-4%	2.2k	59.02	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$128k	-34%	1.5k	83.15	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$128k		370.00	345.29	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.0	$128k	-59%	1.3k	99.69	View chart
Ameriprise Finl Stock (AMP)	0.0	$123k		261.00	469.81	View chart
Service Corp Intl Stock (SCI)	0.0	$123k		1.6k	78.91	View chart
Gilead Sciences Stock (GILD)	0.0	$122k	-60%	1.5k	83.81	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$121k	-10%	2.6k	46.34	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$120k		1.7k	70.54	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.0	$120k	NEW	770.00	155.84	View chart
Nuveen Mun Value Cef (NUV)	0.0	$119k	NEW	13k	9.02	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$119k		3.2k	37.37	View chart
Blackrock Enhanced Equity Divi Cef (BDJ)	0.0	$118k	-16%	14k	8.65	View chart
Canadian Imperial Bk Comm Stock (CM)	0.0	$117k	-23%	1.9k	61.35	View chart
Quest Diagnostics Stock (DGX)	0.0	$117k	NEW	753.00	155.25	View chart
The Cigna Group Stock (CI)	0.0	$117k	-29%	337.00	346.63	View chart
American Elec Pwr Stock (AEP)	0.0	$116k	-47%	1.1k	102.60	View chart
Hess Midstream Lp Cl A Stock (HESM)	0.0	$116k	NEW	3.3k	35.27	View chart
Constellation Energy Corp Stock (CEG)	0.0	$115k	NEW	443.00	260.02	View chart
Tko Group Holdings Inc Cl A Stock (TKO)	0.0	$115k	NEW	928.00	123.71	View chart
Dolby Laboratories Inc Com Cl A Stock (DLB)	0.0	$115k	-5%	1.5k	76.53	View chart
Murphy Usa Stock (MUSA)	0.0	$114k	NEW	230.00	493.80	View chart
Avery Dennison Corp Stock (AVY)	0.0	$114k	+4%	514.00	220.76	View chart
Deere & Co Stock (DE)	0.0	$113k	-39%	271.00	417.43	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.0	$112k	NEW	2.5k	45.24	View chart
Grid Dynamics Hldgs Inc Cl A Stock (GDYN)	0.0	$112k	-44%	8.0k	14.00	View chart
Eastman Chem Stock (EMN)	0.0	$111k		994.00	111.95	View chart
Tractor Supply Stock (TSCO)	0.0	$111k	NEW	382.00	290.97	View chart
Hamilton Lane Inc Cl A Stock (HLNE)	0.0	$111k	NEW	659.00	168.39	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$111k	+34%	1.7k	65.16	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Stock (SUN)	0.0	$110k	NEW	2.0k	53.67	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.0	$110k		1.1k	95.90	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$109k	-9%	404.00	270.35	View chart
Global X Mlp & Energy Infrastructure Etf Etf (MLPX)	0.0	$109k	NEW	2.0k	54.43	View chart
Nuveen Amt Free Qlty Mun Incme Cef (NEA)	0.0	$108k	NEW	9.0k	11.97	View chart
PTC Stock (PTC)	0.0	$108k		598.00	180.66	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$108k	NEW	1.5k	71.76	View chart
Bce Stock (BCE)	0.0	$107k	-31%	3.1k	34.80	View chart
Enlink Midstream Llc Com Unit Rep Stock (ENLC)	0.0	$107k	NEW	7.4k	14.51	View chart
Clearway Energy Inc Cl C Stock (CWEN)	0.0	$106k	NEW	3.5k	30.68	View chart
Sba Communications Corp New Cl A Reit (SBAC)	0.0	$105k	NEW	438.00	240.70	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$105k	NEW	428.00	245.45	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.0	$105k	-25%	1.3k	78.72	View chart
Blackrock Muniyield Quality Cef (MYI)	0.0	$104k	NEW	8.6k	12.00	View chart
Texas Cap Bancshares Stock (TCBI)	0.0	$103k	NEW	1.4k	71.46	View chart
United Rentals Stock (URI)	0.0	$103k	-10%	127.00	807.90	View chart
Hyatt Hotels Corp Com Cl A Stock (H)	0.0	$101k	NEW	666.00	152.20	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.0	$101k	NEW	2.1k	47.29	View chart
Boston Scientific Corp Stock (BSX)	0.0	$100k	NEW	1.2k	83.82	View chart

Past Filings by Icon Wealth Advisors

SEC 13F filings are viewable for Icon Wealth Advisors going back to 2022

Icon Wealth Advisors 2024 Q3 restated filed Nov. 14, 2024
Icon Wealth Advisors 2024 Q3 filed Nov. 12, 2024
Icon Wealth Advisors 2024 Q1 filed May 15, 2024
Icon Wealth Advisors 2023 Q4 filed Feb. 14, 2024
Icon Wealth Advisors 2022 Q4 filed Feb. 14, 2023
Icon Wealth Advisors 2022 Q3 filed Jan. 25, 2023

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