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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 25.17% of Icon Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: MTUM (+$9.1M), EFG, IAU, JNJ, LLY, DFAC, EFV, LRCX, CSGP, ORCL.
Started 48 new stock positions in WTFC, HYGW, MUFG, VO, ISTB, BALI, BIDD, DFAT, IBM, DV.
Reduced shares in these 10 stocks: IUSB (-$8.5M), ACN, AMZN, EPD, IVV, IVW, DYNF, MUB, NOW, IGEB.
Sold out of its positions in AR, Arista Networks, AVY, BCE, MYI, CI, CM, CWEN, CEG, EMN.
Icon Wealth Advisors was a net buyer of stock by $11M.
Icon Wealth Advisors has $1.2B in assets under management (AUM), dropping by 1.20%.
Central Index Key (CIK): 0001963212

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Positions held by Icon Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Icon Wealth Advisors

Icon Wealth Advisors holds 502 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Icon Wealth Advisors has 502 total positions. Only the first 250 positions are shown.

Sign up to view all of the Icon Wealth Advisors Dec. 31, 2024 positions
Download the Icon Wealth Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	9.5	$115M		195k	588.68	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	5.4	$66M	-5%	187k	351.79	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	4.1	$50M	-14%	1.1M	45.20	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	3.2	$39M	-5%	388k	101.53	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	3.0	$36M	-4%	705k	51.25	View chart
Microsoft Corp Stock (MSFT)	2.9	$35M	+2%	82k	421.50	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.8	$34M		189k	178.08	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	2.7	$32M	+14%	333k	96.83	View chart
Apple Stock (AAPL)	2.6	$32M		126k	250.42	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.6	$31M	+5%	593k	52.47	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.1	$25M	-5%	238k	106.55	View chart
Amazon Stock (AMZN)	2.0	$24M	-10%	111k	219.39	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.5	$18M	+6%	321k	55.45	View chart
Chevron Corp Stock (CVX)	1.4	$17M		116k	144.84	View chart
Nvidia Corporation Stock (NVDA)	1.4	$17M	-3%	124k	134.29	View chart
Ishares S&p 500 Value Etf Etf (IVE)	1.3	$16M		86k	190.88	View chart
Exxon Mobil Corp Stock (XOM)	1.3	$16M	-3%	149k	107.57	View chart
Enterprise Prods Partners Stock (EPD)	1.3	$16M	-13%	503k	31.36	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.3	$15M		26k	586.09	View chart
Ishares U.s. Technology Etf Etf (IYW)	1.3	$15M	-4%	97k	159.52	View chart
Ishares Mbs Etf Etf (MBB)	1.1	$13M	+3%	141k	91.68	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.0	$12M		65k	190.44	View chart
Broadcom Stock (AVGO)	0.9	$11M	-7%	46k	231.84	View chart
Visa Inc Com Cl A Stock (V)	0.8	$9.8M		31k	316.04	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.8	$9.5M	+5%	183k	52.02	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.8	$9.4M	+3433%	45k	206.92	View chart
Eli Lilly & Co Stock (LLY)	0.8	$9.3M	+25%	12k	772.00	View chart
Select Water Solutions Inc Cl A Stock (WTTR)	0.7	$8.3M		630k	13.24	View chart
Unitedhealth Group Stock (UNH)	0.7	$8.3M	-10%	16k	505.85	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$7.8M	-2%	41k	189.30	View chart
Oracle Corp Stock (ORCL)	0.6	$7.8M	+22%	47k	166.64	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$7.7M		32k	239.71	View chart
Kinder Morgan Inc Del Stock (KMI)	0.6	$7.6M	-5%	276k	27.40	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.6	$7.4M	-7%	58k	128.82	View chart
Abbvie Stock (ABBV)	0.6	$7.0M		39k	177.70	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$6.8M	-4%	15k	453.29	View chart
Mastercard Incorporated Cl A Stock (MA)	0.6	$6.7M		13k	526.59	View chart
Oneok Stock (OKE)	0.5	$6.7M		66k	100.40	View chart
Bank America Corp Stock (BAC)	0.5	$6.6M		151k	43.95	View chart
Netflix Stock (NFLX)	0.5	$6.4M	-2%	7.1k	891.33	View chart
Williams Cos Stock (WMB)	0.5	$6.3M	+3%	116k	54.12	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$6.3M	+2%	121k	52.22	View chart
Home Depot Stock (HD)	0.5	$6.1M		16k	389.00	View chart
Servicenow Stock (NOW)	0.5	$6.0M	-18%	5.7k	1060.12	View chart
Shopify Inc Cl A Stock (SHOP)	0.5	$5.6M		52k	106.33	View chart
Abbott Labs Stock (ABT)	0.5	$5.5M		49k	113.11	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.5	$5.5M	+10%	63k	87.33	View chart
Fs Kkr Cap Corp Cef (FSK)	0.4	$5.2M	+2%	238k	21.72	View chart
Procter And Gamble Stock (PG)	0.4	$5.1M	+6%	30k	167.65	View chart
Tortoise North American Pipeline Fund Etf (TPYP)	0.4	$5.0M		146k	34.09	View chart
Merck & Co Stock (MRK)	0.4	$4.8M		48k	99.48	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$4.7M		12k	401.57	View chart
Thermo Fisher Scientific Stock (TMO)	0.4	$4.7M		9.1k	520.22	View chart
Eaton Corp Stock (ETN)	0.4	$4.6M	+3%	14k	331.86	View chart
Adobe Stock (ADBE)	0.4	$4.6M		10k	444.68	View chart
Mcdonalds Corp Stock (MCD)	0.4	$4.5M		15k	289.88	View chart
Pepsico Stock (PEP)	0.4	$4.4M		29k	152.06	View chart
Zoetis Inc Cl A Stock (ZTS)	0.3	$4.2M	+25%	26k	162.93	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$4.1M	+11%	7.0k	585.53	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.3	$4.1M	-4%	41k	99.54	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$4.0M	+22%	14k	289.82	View chart
Texas Instrs Stock (TXN)	0.3	$3.8M		20k	187.51	View chart
Msci Stock (MSCI)	0.3	$3.8M		6.3k	600.00	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.3	$3.6M	+6%	186k	19.59	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.3	$3.5M		58k	59.73	View chart
Ishares S&p 100 Etf Etf (OEF)	0.3	$3.4M	-2%	12k	288.85	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.3	$3.4M	-4%	73k	46.29	View chart
Novo-nordisk A S Adr (NVO)	0.3	$3.3M		39k	86.02	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.3	$3.3M		25k	131.41	View chart
Johnson & Johnson Stock (JNJ)	0.3	$3.3M	+135%	23k	144.62	View chart
Ishares Gold Trust Etf (IAU)	0.3	$3.3M	NEW	66k	49.51	View chart
Pnc Finl Svcs Group Stock (PNC)	0.3	$3.2M		17k	192.85	View chart
Travelers Companies Stock (TRV)	0.3	$3.2M	+9%	13k	240.90	View chart
American Express Stock (AXP)	0.3	$3.1M		11k	296.78	View chart
Workday Inc Cl A Stock (WDAY)	0.3	$3.1M		12k	258.03	View chart
Nextera Energy Stock (NEE)	0.2	$3.0M		42k	71.69	View chart
Cisco Sys Stock (CSCO)	0.2	$3.0M		50k	59.20	View chart
Automatic Data Processing Stock (ADP)	0.2	$2.9M		9.9k	292.74	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.2	$2.8M		160k	17.70	View chart
Eog Res Stock (EOG)	0.2	$2.8M		23k	122.58	View chart
Marsh & Mclennan Cos Stock (MMC)	0.2	$2.7M		13k	212.41	View chart
Costco Whsl Corp Stock (COST)	0.2	$2.7M	+37%	2.9k	916.31	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$2.6M		14k	185.13	View chart
Sempra Stock (SRE)	0.2	$2.6M	-5%	30k	87.72	View chart
Phillips 66 Stock (PSX)	0.2	$2.4M	+7%	21k	113.93	View chart
Blackstone Secd Lending Cef (BXSL)	0.2	$2.4M	+4%	74k	32.31	View chart
Tesla Stock (TSLA)	0.2	$2.4M	+5%	5.8k	403.82	View chart
Ishares Global Tech Etf Etf (IXN)	0.2	$2.3M	+10%	28k	84.75	View chart
Qualcomm Stock (QCOM)	0.2	$2.3M		15k	153.62	View chart
Targa Res Corp Stock (TRGP)	0.2	$2.3M		13k	178.51	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.3M	+7%	4.7k	485.97	View chart
Air Prods & Chems Stock (APD)	0.2	$2.3M	+3%	7.9k	290.03	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.2	$2.3M	-3%	49k	46.54	View chart
Verizon Communications Stock (VZ)	0.2	$2.3M	-18%	56k	39.99	View chart
Honeywell Intl Stock (HON)	0.2	$2.2M	+2%	9.6k	225.90	View chart
Disney Walt Stock (DIS)	0.2	$2.1M		19k	111.35	View chart
Paycom Software Stock (PAYC)	0.2	$2.1M		10k	204.97	View chart
Permian Resources Corp Class A Stock (PR)	0.2	$1.9M	+2%	134k	14.38	View chart
Realty Income Corp Reit (O)	0.2	$1.9M		36k	53.41	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.2	$1.9M		109k	17.08	View chart
Walmart Stock (WMT)	0.2	$1.8M	+12%	20k	90.35	View chart
Cme Group Stock (CME)	0.2	$1.8M	+27%	7.9k	232.23	View chart
Altria Group Stock (MO)	0.1	$1.8M		35k	52.29	View chart
Blackrock Stock (BLK)	0.1	$1.8M	+3%	1.8k	1025.26	View chart
Stellus Cap Invt Corp Cef (SCM)	0.1	$1.8M		132k	13.76	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$1.8M		14k	128.62	View chart
Costar Group Stock (CSGP)	0.1	$1.7M	+521%	24k	71.59	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.7M		4.2k	410.44	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.7M	+963%	24k	72.23	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$1.7M	-2%	13k	126.10	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$1.7M	NEW	48k	34.59	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.7M	+18%	14k	115.24	View chart
Paychex Stock (PAYX)	0.1	$1.6M		12k	140.22	View chart
Franklin Resources Stock (BEN)	0.1	$1.6M	+57%	80k	20.29	View chart
Corning Stock (GLW)	0.1	$1.6M		34k	47.52	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$1.6M	+5%	69k	22.98	View chart
Ppl Corp Stock (PPL)	0.1	$1.6M	+16%	49k	32.46	View chart
Linde Stock (LIN)	0.1	$1.6M		3.8k	418.71	View chart
Intuit Stock (INTU)	0.1	$1.6M	-2%	2.5k	628.60	View chart
Intercontinental Exchange Stock (ICE)	0.1	$1.6M		11k	149.01	View chart
Gartner Stock (IT)	0.1	$1.5M	-31%	3.1k	484.47	View chart
At&t Stock (T)	0.1	$1.5M	+7%	66k	22.77	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$1.5M		15k	102.09	View chart
Philip Morris Intl Stock (PM)	0.1	$1.5M	-6%	12k	120.35	View chart
Union Pac Corp Stock (UNP)	0.1	$1.4M		6.3k	228.05	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.1	$1.4M	+4%	40k	35.65	View chart
Forum Energy Technologies Stock (FET)	0.1	$1.4M		92k	15.49	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.4M		20k	70.28	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$1.4M	+21%	13k	106.84	View chart
Ishares Global Energy Etf Etf (IXC)	0.1	$1.4M		36k	38.18	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$1.4M	+22%	2.0k	693.00	View chart
Illinois Tool Wks Stock (ITW)	0.1	$1.4M		5.4k	253.55	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$1.3M	-2%	15k	89.04	View chart
Keurig Dr Pepper Stock (KDP)	0.1	$1.3M		41k	32.12	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.1	$1.2M		36k	34.75	View chart
Conocophillips Stock (COP)	0.1	$1.2M	+4%	13k	99.17	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.2M	+91%	6.3k	197.48	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$1.2M	-15%	20k	61.34	View chart
Rtx Corporation Stock (RTX)	0.1	$1.2M		11k	115.72	View chart
Intel Corp Stock (INTC)	0.1	$1.2M	+21%	60k	20.05	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.1	$1.2M		82k	14.60	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.1	$1.1M		32k	36.00	View chart
Lowes Cos Stock (LOW)	0.1	$1.1M		4.6k	246.80	View chart
S&p Global Stock (SPGI)	0.1	$1.1M	-35%	2.2k	497.96	View chart
Coca Cola Stock (KO)	0.1	$1.0M		17k	62.26	View chart
Morgan Stanley Stock (MS)	0.1	$1.0M	-2%	8.2k	125.72	View chart
Wec Energy Group Stock (WEC)	0.1	$1.0M		11k	94.04	View chart
Salesforce Stock (CRM)	0.1	$1.0M	+9%	3.0k	334.36	View chart
Prologis Reit (PLD)	0.1	$978k		9.3k	105.70	View chart
Ishares Aaa-a Rated Corporate Bond Etf Etf (QLTA)	0.1	$964k	+19%	21k	46.79	View chart
Danaher Corporation Stock (DHR)	0.1	$964k	+16%	4.2k	229.55	View chart
Intuitive Surgical Stock (ISRG)	0.1	$945k		1.8k	521.96	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.1	$916k	+174%	9.4k	96.90	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$907k	-6%	2.3k	402.70	View chart
HP Stock (HPQ)	0.1	$886k		27k	32.63	View chart
Autodesk Stock (ADSK)	0.1	$871k		2.9k	295.57	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$868k		3.7k	232.52	View chart
General Dynamics Corp Stock (GD)	0.1	$868k		3.3k	263.50	View chart
Vanguard Value Etf Etf (VTV)	0.1	$860k	+11%	5.1k	169.30	View chart
Smurfit Westrock Stock (SW)	0.1	$849k		16k	53.86	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$838k		6.4k	131.76	View chart
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT)	0.1	$832k		21k	39.37	View chart
374water Stock (SCWO)	0.1	$796k		1.2M	0.68	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$790k		20k	40.26	View chart
Progressive Corp Stock (PGR)	0.1	$772k	+31%	3.2k	239.61	View chart
Caterpillar Stock (CAT)	0.1	$751k	+5%	2.1k	362.68	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$743k	+146%	10k	71.91	View chart
Starbucks Corp Stock (SBUX)	0.1	$734k	-61%	8.0k	91.25	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$717k		16k	43.64	View chart
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD)	0.1	$712k	+567%	17k	42.97	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.1	$711k	+4%	17k	41.40	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.1	$706k	+102%	11k	64.47	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.1	$701k	+36%	7.6k	92.45	View chart
Trane Technologies Stock (TT)	0.1	$699k		1.9k	369.35	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.1	$696k	+11%	12k	57.45	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$685k		14k	50.13	View chart
Fastenal Stock (FAST)	0.1	$681k	-28%	9.5k	71.91	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$681k		1.00	680920.00	View chart
Interdigital Stock (IDCC)	0.1	$678k		3.5k	193.72	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$674k	-5%	7.6k	88.79	View chart
Boeing Stock (BA)	0.1	$668k	+10%	3.8k	177.00	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$663k	-5%	35k	18.95	View chart
Chubb Stock (CB)	0.1	$663k		2.4k	276.30	View chart
Carmax Stock (KMX)	0.1	$660k	+6%	8.1k	81.76	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$644k	+48%	14k	47.82	View chart
Ishares Aaa Clo Active Etf Etf (CLOA)	0.1	$626k	-3%	12k	51.77	View chart
Truist Finl Corp Stock (TFC)	0.1	$625k	-13%	14k	43.38	View chart
Astrazeneca Adr (AZN)	0.1	$622k		9.5k	65.52	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$622k	+11%	9.4k	66.14	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$620k	-17%	11k	58.00	View chart
Emerson Elec Stock (EMR)	0.1	$617k	+21%	5.0k	123.94	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$615k		10k	58.93	View chart
Jpmorgan Betabuilders Japan Etf Etf (BBJP)	0.1	$608k	-7%	11k	54.89	View chart
Tc Energy Corp Stock (TRP)	0.0	$604k	+3%	13k	46.53	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$599k		1.3k	469.29	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$592k		3.0k	195.83	View chart
Amgen Stock (AMGN)	0.0	$586k	-6%	2.2k	260.69	View chart
Ishares High Yield Systematic Bond Etf Etf (HYDB)	0.0	$585k	NEW	13k	47.01	View chart
Nike Inc Cl B Stock (NKE)	0.0	$578k	-3%	7.6k	75.67	View chart
Enbridge Stock (ENB)	0.0	$555k	-4%	13k	42.43	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$545k	-18%	1.6k	342.10	View chart
Discover Finl Svcs Stock (DFS)	0.0	$544k	+10%	3.1k	173.23	View chart
Cummins Stock (CMI)	0.0	$544k	+9%	1.6k	348.50	View chart
Tempus Ai Inc Cl A Stock (TEM)	0.0	$542k	NEW	16k	33.76	View chart
Wells Fargo Stock (WFC)	0.0	$536k	-11%	7.6k	70.24	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$536k		5.1k	105.48	View chart
Clearbridge Energy Midstrm Opp Cef (EMO)	0.0	$535k		12k	46.54	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$533k		9.1k	58.58	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$531k		4.2k	126.74	View chart
Ishares High Yield Corporate Bond Buywrite Strategy Etf Etf (HYGW)	0.0	$528k	NEW	17k	31.77	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - June Etf (XJUN)	0.0	$527k		14k	38.63	View chart
Tyler Technologies Stock (TYL)	0.0	$524k	-16%	908.00	576.64	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.0	$520k	-5%	7.7k	67.96	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$505k	-12%	7.0k	72.37	View chart
Sherwin Williams Stock (SHW)	0.0	$502k	-17%	1.5k	339.95	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$500k	+36%	8.0k	62.31	View chart
Cal Maine Foods Stock (CALM)	0.0	$491k	+13%	4.8k	102.92	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$479k	+4%	936.00	511.46	View chart
Unilever Adr (UL)	0.0	$478k	-5%	8.4k	56.70	View chart
Monolithic Pwr Sys Stock (MPWR)	0.0	$477k	-2%	806.00	591.70	View chart
Sap Se Adr (SAP)	0.0	$474k	-7%	1.9k	246.21	View chart
Saia Stock (SAIA)	0.0	$467k		1.0k	455.73	View chart
Arista Networks Stock (ANET)	0.0	$464k	NEW	4.2k	110.53	View chart
Uber Technologies Stock (UBER)	0.0	$463k		7.7k	60.32	View chart
Vontier Corporation Stock (VNT)	0.0	$459k	+7%	13k	36.47	View chart
Oreilly Automotive Stock (ORLY)	0.0	$457k		385.00	1185.80	View chart
Heico Corp Stock (HEI)	0.0	$453k	-6%	1.9k	237.76	View chart
Allstate Corp Stock (ALL)	0.0	$452k		2.3k	192.82	View chart
Grand Canyon Ed Stock (LOPE)	0.0	$446k	-6%	2.7k	163.80	View chart
Globant S A Stock (GLOB)	0.0	$445k	-5%	2.1k	214.42	View chart
Tjx Cos Stock (TJX)	0.0	$441k	+4%	3.7k	120.81	View chart
Hubspot Stock (HUBS)	0.0	$433k		621.00	696.77	View chart
Corteva Stock (CTVA)	0.0	$431k		7.6k	56.96	View chart
Quanta Svcs Stock (PWR)	0.0	$430k	+31%	1.4k	316.14	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$426k		1.9k	226.09	View chart
American Tower Corp Reit (AMT)	0.0	$424k	-26%	2.3k	183.38	View chart
Rb Global Stock (RBA)	0.0	$423k	-6%	4.7k	90.20	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$422k	-27%	9.6k	44.04	View chart
Godaddy Inc Cl A Stock (GDDY)	0.0	$418k	-9%	2.1k	197.37	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.0	$416k		11k	38.43	View chart
Advanced Micro Devices Stock (AMD)	0.0	$415k	-15%	3.4k	120.79	View chart
Relx Adr (RELX)	0.0	$415k		9.1k	45.42	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$414k		4.4k	93.33	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$414k		3.2k	129.35	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$412k		19k	22.21	View chart
Pfizer Stock (PFE)	0.0	$407k	-15%	15k	26.53	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$406k	+33%	6.5k	62.65	View chart
Fiserv Stock (FI)	0.0	$406k		2.0k	205.42	View chart
Comfort Sys Usa Stock (FIX)	0.0	$404k	+8%	953.00	424.06	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.0	$403k		5.7k	70.59	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 Q4 filed Feb. 14, 2025
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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