Icon Wealth Advisors, LLC Purchases in Q1 2025

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
2.97K
+ 38.68%
$63.17 - $81.49 $187K - $242K
10.6K $775K
SSB
South State Corp

Financial Services
3.34K
New
$89.4 - $108.33 $298K - $361K
3.34K $309K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
245
+ 10.88%
$402.49 - $513.76 $98.6K - $126K
2.5K $1.21M
MA
Mastercard Inc

Financial Services
35
+ 0.27%
$504.67 - $576.31 $17.7K - $20.2K
12.8K $7.04M
DE
Deere & CO

Industrials
592
+ 214.49%
$408.57 - $509.27 $242K - $301K
868 $407K
IXN
Ishares Global Information Tec

ETFs
6.99K
+ 25.34%
$75.73 - $88.4 $529K - $618K
34.6K $2.62M
CME
Cme Group Inc.

Financial Services
40
+ 0.51%
$225.82 - $266.54 $9.03K - $10.7K
7.92K $2.1M
UTHR
United Therapeutics Corp

Healthcare
835
New
$304.42 - $380.78 $254K - $318K
835 $257K
BDX
Becton Dickinson & CO

Healthcare
1.07K
+ 64.71%
$222.79 - $249.08 $238K - $266K
2.72K $623K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.24K
New
$100.59 - $103.47 $226K - $232K
2.24K $231K
PGR
Progressive Corp

Financial Services
266
+ 8.25%
$235.61 - $291.22 $62.7K - $77.5K
3.49K $987K
CASY
Caseys General Stores Inc

Consumer Cyclical
486
New
$378.71 - $442.54 $184K - $215K
486 $210K
RTX
Raytheon Technologies Corp

Industrials
105
+ 1.0%
$114.1 - $135.66 $12K - $14.2K
10.6K $1.41M
XLF
Financial Sector Spdr

ETFs
3.6K
+ 48.83%
$47.32 - $52.19 $170K - $188K
11K $546K
BIDU
Baidu, Inc.

Communication Services
2K
New
$77.43 - $102.51 $155K - $205K
2K $184K
CHKP
Check Point Software Technologies LTD

Technology
784
New
$179.88 - $231.31 $141K - $181K
784 $178K
WEC
Wec Energy Group, Inc.

Utilities
135
+ 1.25%
$92.12 - $108.98 $12.4K - $14.7K
11K $1.19M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.54K
New
$113.13 - $127.79 $174K - $197K
1.54K $174K
CVS
Cvs Health Corp

Healthcare
174
+ 2.48%
$44.22 - $68.64 $7.69K - $11.9K
7.19K $487K
ADP
Automatic Data Processing Inc

Industrials
129
+ 1.31%
$286.85 - $318.64 $37K - $41.1K
10K $3.06M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.06K
+ 97.44%
$161.13 - $209.29 $171K - $223K
2.16K $356K
KO
Coca Cola CO

Consumer Defensive
89
+ 0.53%
$60.81 - $72.32 $5.41K - $6.44K
16.9K $1.21M
TTWO
Take Two Interactive Software Inc

Communication Services
781
New
$178.61 - $217.95 $139K - $170K
781 $161K
TXN
Texas Instruments Inc

Technology
811
+ 4.0%
N/A
21.1K $4.11M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
+ 10.39%
$1187.71 - $1432.58 $47.5K - $57.3K
425 $608K
XLI
Industrial Sector Spdr

ETFs
1.18K
+ 18.58%
$128.78 - $141.67 $152K - $167K
7.55K $988K
LNTH
Lantheus Holdings, Inc.

Healthcare
1.53K
New
$78.23 - $110.01 $119K - $168K
1.53K $148K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.6K
+ 61.05%
$91.45 - $91.75 $146K - $147K
4.21K $386K
LNG
Cheniere Energy, Inc.

Energy
534
+ 38.31%
$209.32 - $253.66 $112K - $135K
1.93K $446K
AMT
American Tower Corp

Real Estate
312
+ 13.49%
$173.46 - $217.6 $54.1K - $67.9K
2.62K $570K
XLG
Invesco Exchange Traded Fd Tr

ETFs
3.17K
New
$45.72 - $51.73 $145K - $164K
3.17K $145K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
2.17K
+ 18.9%
$46.55 - $51.16 $101K - $111K
13.7K $677K
CSCO
Cisco Systems, Inc.

Technology
248
+ 0.5%
$58.74 - $64.87 $14.6K - $16.1K
50.1K $3.09M
COST
Costco Wholesale Corp

Consumer Defensive
56
+ 1.92%
$890.62 - $1076.86 $49.9K - $60.3K
2.97K $2.81M
NGG
National Grid PLC

Utilities
2.08K
New
$56.13 - $65.61 $117K - $136K
2.08K $136K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.77K
New
$72.7 - $84.32 $128K - $149K
1.77K $131K
PLTR
Palantir Technologies Inc.

Technology
1.16K
+ 32.35%
$64.98 - $124.62 $75.5K - $145K
4.75K $401K
EQT
Eqt Corp

Energy
2.35K
New
$46.16 - $54.25 $108K - $127K
2.35K $125K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
940
+ 2.27%
$30.38 - $34.94 $28.6K - $32.8K
42.3K $1.45M
MCK
Mckesson Corp

Healthcare
96
+ 18.75%
$566.21 - $672.99 $54.4K - $64.6K
608 $409K
PANW
Palo Alto Networks Inc

Technology
784
+ 37.8%
$167.82 - $208.28 $132K - $163K
2.86K $487K
MFG
Mizuho Financial Group Inc

Financial Services
19.4K
New
$4.83 - $6.04 $93.8K - $117K
19.4K $107K
CWEN
Clearway Energy, Inc.

Utilities
3.5K
New
$24.63 - $30.42 $86.2K - $106K
3.5K $105K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.27K
+ 38.2%
$83.18 - $89.27 $106K - $114K
4.61K $385K
IXUS
Ishares Tr

ETFs
944
+ 10.04%
$65.06 - $72.31 $61.4K - $68.3K
10.3K $722K
IGV
Ishares Expanded Tech Software

ETFs
1.14K
New
$88.3 - $107.83 $101K - $123K
1.14K $101K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
140
+ 8.45%
$80.53 - $147.57 $11.3K - $20.7K
1.8K $237K
ROP
Roper Technologies Inc

Industrials
117
+ 29.77%
$502.71 - $593.81 $58.8K - $69.5K
510 $300K
STWD
Starwood Property Trust, Inc.

Real Estate
3.2K
+ 9.14%
$18.41 - $20.53 $58.9K - $65.7K
38.2K $755K
Activity Summary
Buys All Purchases 240 New Holdings 35 Increased Positions 205 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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