Icon Wealth Advisors, LLC Purchases in Q2 2025

Icon Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TDG
Trans Digm Group Inc

Industrials
513
New
$1231.75 - $1520.64 $632K - $780K
513 $780K
WMT
Walmart Inc.

Consumer Defensive
5.68K
+ 29.62%
$81.79 - $99.98 $465K - $568K
24.9K $2.43M
MAR
Marriott International Inc

Consumer Cyclical
2.58K
+ 221.77%
$211.12 - $274.14 $544K - $706K
3.74K $1.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.03K
New
$152.93 - $181.74 $616K - $732K
4.03K $731K
TLT
Ishares Barclays 20+ Year Trea

ETFs
8.14K
+ 650.32%
$83.97 - $92.85 $684K - $756K
9.39K $829K
KO
Coca Cola CO

Consumer Defensive
10.3K
+ 61.03%
$68.37 - $73.9 $704K - $761K
27.2K $1.92M
CSCO
Cisco Systems, Inc.

Technology
4.65K
+ 9.27%
$53.19 - $69.38 $247K - $322K
54.7K $3.8M
ADP
Automatic Data Processing Inc

Industrials
1.94K
+ 19.39%
$276.76 - $326.81 $537K - $634K
11.9K $3.68M
MPWR
Monolithic Power Systems Inc

Technology
709
+ 110.61%
$455.19 - $737.73 $323K - $523K
1.35K $987K
GE
General Electric CO

Industrials
1.96K
+ 107.05%
$166.81 - $257.39 $327K - $504K
3.79K $975K
XYL
Xylem Inc.

Industrials
4.22K
+ 221.52%
$102.86 - $129.5 $434K - $546K
6.13K $792K
EOG
Eog Resources Inc

Energy
6.26K
+ 27.81%
$104.61 - $129.97 $655K - $813K
28.8K $3.44M
CSGP
Costar Group, Inc.

Real Estate
6.43K
+ 28.69%
$72.62 - $83.22 $467K - $535K
28.9K $2.32M
ISRG
Intuitive Surgical Inc

Healthcare
823
+ 45.8%
$451.58 - $565.94 $372K - $466K
2.62K $1.42M
IBOC
International Bancshares Corp

Financial Services
7.49K
New
$56.4 - $66.7 $422K - $499K
7.49K $498K
CME
Cme Group Inc.

Financial Services
1.4K
+ 17.68%
$252.37 - $290.71 $354K - $407K
9.33K $2.57M
COST
Costco Wholesale Corp

Consumer Defensive
335
+ 11.28%
$908.13 - $1056.85 $304K - $354K
3.31K $3.27M
MCD
Mcdonalds Corp

Consumer Cyclical
2.64K
+ 16.98%
$285.55 - $321.23 $753K - $847K
18.2K $5.31M
BLD
Top Build Corp

Industrials
1.34K
+ 123.04%
$275.93 - $326.59 $368K - $436K
2.42K $783K
PFE
Pfizer Inc

Healthcare
19K
+ 118.54%
$21.59 - $24.84 $410K - $471K
35K $847K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11.2K
+ 2624.71%
$87.84 - $1441.89 $980K - $16.1M
11.6K $1.04M
ZTS
Zoetis Inc.

Healthcare
4.56K
+ 14.39%
$144.41 - $170.3 $658K - $776K
36.2K $5.65M
BA
Boeing CO

Industrials
1.08K
+ 24.56%
$136.59 - $217.51 $147K - $234K
5.47K $1.15M
BR
Broadridge Financial Solutions, Inc.

Technology
1.6K
+ 85.14%
$217.22 - $246.25 $347K - $394K
3.48K $845K
WMB
Williams Companies, Inc.

Energy
88
+ 0.08%
$54.33 - $62.87 $4.78K - $5.53K
117K $7.37M
TXN
Texas Instruments Inc

Technology
1.84K
+ 8.71%
N/A
22.9K $4.47M
DE
Deere & CO

Industrials
633
+ 72.93%
$412.99 - $531.48 $261K - $336K
1.5K $763K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.37K
+ 14.44%
$151.62 - $183.47 $207K - $250K
10.8K $1.99M
XLF
Financial Sector Spdr

ETFs
6.07K
+ 55.37%
$43.92 - $52.37 $267K - $318K
17K $892K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.48K
+ 27.49%
$109.83 - $131.67 $273K - $327K
11.5K $1.46M
AZN
Astrazeneca PLC

Healthcare
5.13K
+ 65.67%
$64.87 - $75.0 $333K - $385K
12.9K $904K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.45K
+ 16.75%
$85.42 - $94.39 $294K - $325K
24K $2.25M
UBER
Uber Technologies, Inc

Technology
1.09K
+ 10.22%
$64.62 - $93.3 $70.2K - $101K
11.7K $1.09M
FNDF
Schwab Fundamental Intl Large

ETFs
7.57K
+ 238.64%
$32.25 - $40.02 $244K - $303K
10.7K $429K
PG
Procter & Gamble CO

Consumer Defensive
4.24K
+ 13.05%
$157.66 - $172.39 $668K - $731K
36.7K $5.85M
EL
Estee Lauder Companies Inc

Consumer Defensive
3.87K
New
$50.06 - $80.8 $194K - $312K
3.87K $312K
HD
Home Depot, Inc.

Consumer Cyclical
825
+ 5.25%
$335.24 - $380.78 $277K - $314K
16.6K $6.07M
EMB
Ishares Tr

ETFs
2.59K
+ 11.81%
$86.54 - $92.62 $224K - $240K
24.6K $2.27M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.68K
+ 77.69%
$146.74 - $176.07 $246K - $295K
3.83K $621K
CRWD
Crowd Strike Holdings, Inc.

Technology
171
+ 15.31%
$321.63 - $509.31 $55K - $87.1K
1.29K $655K
GLW
Corning Inc

Technology
516
+ 1.52%
$39.07 - $52.59 $20.2K - $27.1K
34.6K $1.82M
HON
Honeywell International Inc

Industrials
217
+ 2.32%
$182.86 - $232.88 $39.7K - $50.5K
9.56K $2.23M
IWN
Ishares Russell2000 Val ETF

ETFs
1.49K
+ 87.09%
$131.84 - $157.76 $197K - $235K
3.2K $505K
PWR
Quanta Services, Inc.

Industrials
86
+ 4.98%
$239.47 - $381.26 $20.6K - $32.8K
1.81K $685K
CHK
Chesapeake Energy Corp

Energy
2.77K
+ 77.23%
N/A
6.35K $543K
T
At&T Inc.

Communication Services
7.3K
+ 21.44%
$26.33 - $28.94 $192K - $211K
41.4K $1.2M
IGRO
Ishares Tr International Divid

ETFs
2.27K
+ 29.6%
$66.32 - $80.17 $150K - $182K
9.92K $782K
CMA
Comerica Inc

Financial Services
3.58K
New
$50.42 - $59.65 $180K - $213K
3.58K $213K
HOOD
Robinhood Markets, Inc.

Technology
2.08K
New
$34.17 - $93.63 $71.1K - $195K
2.08K $194K
Activity Summary
Buys All Purchases 295 New Holdings 65 Increased Positions 230 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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