Icon Wealth Advisors, LLC Purchases in Q3 2024

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
17.1K
+ 1372.53%
$285.48 - $330.24 $4.88M - $5.64M
18.3K $5.9M
FNDF
Schwab Fundamental Intl Large

ETFs
146K
New
$33.67 - $37.71 $4.9M - $5.49M
146K $5.44M
LEA
Lear Corp

Consumer Cyclical
48.4K
+ 3359.17%
$103.43 - $123.95 $5M - $6M
49.8K $5.44M
PRVA
Privia Health Group, Inc.

Healthcare
286K
+ 1910.08%
$16.95 - $21.29 $4.85M - $6.09M
301K $5.48M
IWS
Ishares Russell Midcap Value E

ETFs
39K
+ 1215.78%
$119.52 - $132.25 $4.66M - $5.15M
42.2K $5.58M
GLOB
Globant S.A.

Technology
25.4K
+ 795.28%
$176.29 - $207.07 $4.48M - $5.26M
28.6K $5.67M
LMT
Lockheed Martin Corp

Industrials
7.26K
+ 162.46%
$460.3 - $584.56 $3.34M - $4.25M
11.7K $6.86M
META
Meta Platforms, Inc.

Communication Services
7.6K
+ 125.69%
$453.41 - $572.44 $3.45M - $4.35M
13.7K $7.81M
RGEN
Repligen Corp

Healthcare
31.1K
+ 2081.58%
$119.79 - $167.35 $3.72M - $5.2M
32.6K $4.85M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
70.6K
New
$57.2 - $62.94 $4.04M - $4.44M
70.6K $4.4M
KNSL
Kinsale Capital Group, Inc.

Financial Services
8.97K
+ 477.49%
$370.41 - $491.09 $3.32M - $4.41M
10.9K $5.05M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.66K
+ 746.73%
$1015.62 - $1159.62 $3.72M - $4.24M
4.15K $4.78M
ENLC
En Link Midstream, LLC

Energy
290K
New
$11.9 - $14.7 $3.45M - $4.27M
290K $4.21M
ENTG
Entegris Inc

Technology
38K
+ 983.44%
$98.09 - $146.48 $3.73M - $5.57M
41.9K $4.71M
WST
West Pharmaceutical Services Inc

Healthcare
13.8K
+ 784.04%
$277.16 - $333.3 $3.81M - $4.58M
15.5K $4.65M
UPS
United Parcel Service Inc

Industrials
29K
+ 356.62%
$123.32 - $147.38 $3.57M - $4.27M
37.1K $5.06M
AMZN
Amazon Com Inc

Consumer Cyclical
25.6K
+ 20.45%
$161.02 - $200.0 $4.12M - $5.12M
151K $28.1M
ARGX
Argenx Se

Healthcare
6.64K
+ 1302.75%
$434.22 - $551.9 $2.88M - $3.67M
7.15K $3.88M
NOC
Northrop Grumman Corp

Industrials
6.27K
+ 551.8%
$423.73 - $533.14 $2.66M - $3.34M
7.41K $3.91M
PLD
Prologis, Inc.

Real Estate
25.9K
+ 274.91%
$111.95 - $132.43 $2.9M - $3.43M
35.4K $4.47M
ICLR
Icon PLC

Healthcare
11.8K
+ 861.09%
$280.48 - $346.2 $3.32M - $4.1M
13.2K $3.8M
AMT
American Tower Corp

Real Estate
12.9K
+ 456.44%
$192.27 - $242.73 $2.49M - $3.14M
15.8K $3.67M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
12.7K
+ 2961.21%
$211.47 - $281.27 $2.68M - $3.56M
13.1K $3.22M
GD
General Dynamics Corp

Industrials
9.98K
+ 316.15%
$279.51 - $308.09 $2.79M - $3.08M
13.1K $3.97M
ROP
Roper Technologies Inc

Industrials
5.32K
+ 1352.67%
$515.25 - $576.55 $2.74M - $3.06M
5.71K $3.18M
ISRG
Intuitive Surgical Inc

Healthcare
5.74K
+ 318.53%
$416.14 - $494.01 $2.39M - $2.84M
7.54K $3.71M
VRSK
Verisk Analytics, Inc.

Industrials
10.7K
+ 899.08%
$260.31 - $285.99 $2.79M - $3.07M
11.9K $3.19M
UAL
United Airlines Holdings, Inc.

Industrials
49.9K
+ 1886.55%
$37.88 - $58.85 $1.89M - $2.94M
52.6K $3M
BX
Blackstone Inc.

Financial Services
18.1K
+ 2185.4%
$120.77 - $159.66 $2.19M - $2.89M
18.9K $2.9M
GNRC
Generac Holdings Inc.

Industrials
17.3K
+ 2060.45%
$133.16 - $159.78 $2.31M - $2.77M
18.2K $2.89M
MSI
Motorola Solutions, Inc.

Technology
5.93K
+ 1532.04%
$385.65 - $450.49 $2.29M - $2.67M
6.32K $2.84M
QCOM
Qualcomm Inc

Technology
18.3K
+ 123.16%
$156.12 - $209.64 $2.86M - $3.84M
33.2K $5.64M
RACE
Ferrari N.V.

Consumer Cyclical
5.64K
+ 1403.23%
$405.92 - $496.79 $2.29M - $2.8M
6.04K $2.84M
FDL
First Tr Morningstar Dividend

ETFs
60.4K
+ 307.7%
$37.66 - $42.06 $2.27M - $2.54M
80K $3.36M
NGG
National Grid PLC

Utilities
36.2K
+ 1620.16%
$57.14 - $70.48 $2.07M - $2.55M
38.5K $2.68M
SHEL
Shell PLC

Energy
38.7K
+ 1120.54%
$65.65 - $73.28 $2.54M - $2.84M
42.2K $2.78M
LOW
Lowes Companies Inc

Consumer Cyclical
7.79K
+ 185.26%
$213.3 - $270.78 $1.66M - $2.11M
12K $3.25M
WCN
Waste Connections, Inc.

Industrials
12.5K
+ 1300.52%
$173.92 - $186.5 $2.18M - $2.34M
13.5K $2.41M
NKE
Nike, Inc.

Consumer Cyclical
23.5K
+ 293.54%
$71.09 - $89.44 $1.67M - $2.1M
31.5K $2.78M
BND
Vanguard Bd Index Fd Inc Total

ETFs
28.3K
+ 1048.61%
$71.45 - $75.64 $2.02M - $2.14M
31K $2.33M
IQV
Iqvia Holdings Inc.

Healthcare
8.38K
+ 1608.06%
$206.81 - $251.55 $1.73M - $2.11M
8.9K $2.11M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.76K
+ 759.77%
$175.46 - $203.3 $1.71M - $1.98M
11K $2.24M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.1K
+ 902.94%
$117.9 - $128.2 $1.78M - $1.93M
16.7K $2.15M
DEO
Diageo PLC

Consumer Defensive
13.5K
+ 1139.49%
$120.02 - $140.77 $1.62M - $1.9M
14.7K $2.06M
FDS
Factset Research Systems Inc

Financial Services
4.04K
+ 1068.25%
$397.04 - $469.48 $1.6M - $1.9M
4.42K $2.03M
ICE
Intercontinental Exchange, Inc.

Financial Services
9.91K
+ 97.67%
$136.93 - $162.81 $1.36M - $1.61M
20.1K $3.22M
SBAC
Sba Communications Corp

Real Estate
7.32K
New
$189.0 - $245.01 $1.38M - $1.79M
7.32K $1.76M
DE
Deere & CO

Industrials
4.21K
New
$344.84 - $418.0 $1.45M - $1.76M
4.21K $1.76M
VIG
Vanguard Dividend Appreciation

ETFs
9.46K
+ 312.94%
$182.15 - $182.15 $1.72M - $1.72M
12.5K $2.27M
Activity Summary
Buys All Purchases 265 New Holdings 70 Increased Positions 195 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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