Icon Wealth Advisors, LLC Purchases in Q4 2024

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PPL
Ppl Corp

Utilities
6.93K
+ 16.47%
$31.47 - $35.0 $218K - $242K
49K $1.59M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.41K
New
$54.54 - $61.04 $186K - $208K
3.41K $189K
CCI
Crown Castle International Corp

Real Estate
2.08K
New
$89.78 - $119.11 $187K - $248K
2.08K $188K
IWM
Ishares Russell 2000 ETF

ETFs
840
New
$216.13 - $242.4 $182K - $204K
840 $185K
ZTS
Zoetis Inc.

Healthcare
5.23K
+ 25.4%
$162.24 - $194.42 $849K - $1.02M
25.8K $4.21M
IEMG
Ishares Inc

ETFs
3.44K
+ 2.93%
N/A
121K $6.46M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.34K
+ 21.72%
$106.56 - $113.11 $250K - $265K
13.1K $1.4M
ETN
Eaton Corp PLC

Industrials
524
+ 3.89%
$326.96 - $377.52 $171K - $198K
14K $4.65M
CALM
Cal Maine Foods Inc

Consumer Defensive
556
+ 13.2%
$75.41 - $112.24 $41.9K - $62.4K
4.77K $490K
ADP
Automatic Data Processing Inc

Industrials
48
+ 0.49%
$280.08 - $307.97 $13.4K - $14.8K
9.88K $2.89M
EMR
Emerson Electric CO

Industrials
887
+ 21.68%
$108.13 - $134.33 $95.9K - $119K
4.98K $617K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3.57K
New
$47.58 - $48.56 $170K - $173K
3.57K $170K
MPC
Marathon Petroleum Corp

Energy
1.21K
New
$131.65 - $174.84 $160K - $212K
1.21K $169K
VEA
Vanguard Ftse Developed Market

ETFs
4.42K
+ 48.92%
$47.57 - $52.44 $210K - $232K
13.5K $643K
MSCI
Msci Inc.

Financial Services
100
+ 1.62%
$569.09 - $635.99 $56.9K - $63.6K
6.26K $3.76M
WDAY
Workday, Inc.

Technology
5
+ 0.04%
$233.85 - $279.91 $1.17K - $1.4K
11.9K $3.08M
T
At&T Inc.

Communication Services
4.86K
+ 7.92%
$21.22 - $23.88 $103K - $116K
66.2K $1.51M
DOCU
Docusign, Inc.

Technology
1.74K
New
$61.42 - $106.99 $107K - $187K
1.74K $156K
IEF
Ishares Barclays

ETFs
2.02K
+ 36.29%
$92.08 - $98.18 $186K - $198K
7.58K $700K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
929
New
$165.45 - $196.93 $154K - $183K
929 $154K
PG
Procter & Gamble CO

Consumer Defensive
1.83K
+ 6.41%
$161.05 - $179.7 $295K - $330K
30.4K $5.1M
BA
Boeing CO

Industrials
364
+ 10.68%
$138.14 - $180.72 $50.3K - $65.8K
3.77K $667K
PGR
Progressive Corp

Financial Services
766
+ 31.18%
$239.6 - $268.88 $184K - $206K
3.22K $772K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
12.6K
New
$9.95 - $12.23 $125K - $154K
12.6K $147K
DFS
Discover Financial Services

Financial Services
304
+ 10.72%
$136.3 - $182.67 $41.4K - $55.5K
3.14K $544K
PR
Permian Resources Corporation

Energy
3.05K
+ 2.33%
$13.41 - $16.21 $40.8K - $49.4K
134K $1.93M
PNC
Pnc Financial Services Group, Inc.

Financial Services
49
+ 0.3%
$178.39 - $215.0 $8.74K - $10.5K
16.5K $3.17M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.42K
New
$40.38 - $44.35 $138K - $152K
3.42K $139K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
363
New
$260.53 - $404.79 $94.6K - $147K
363 $138K
EMLP
First Tr Exchange Traded Iv

ETFs
1.63K
+ 4.24%
$33.69 - $38.24 $55K - $62.4K
40.1K $1.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.17K
+ 36.99%
$61.68 - $67.87 $134K - $147K
8.02K $499K
SNOW
Snowflake Inc.

Technology
855
New
$109.65 - $186.51 $93.8K - $159K
855 $132K
KRNT
Kornit Digital Ltd.

Industrials
4.12K
New
$22.89 - $32.91 $94.3K - $136K
4.12K $127K
VGSH
Vanguard

ETFs
2.22K
+ 102.49%
$58.02 - $58.88 $129K - $131K
4.39K $255K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.95K
+ 62.19%
$55.73 - $66.16 $109K - $129K
5.09K $306K
MDIV
First Trust Multi Asset Divers

ETFs
7.74K
New
$15.95 - $16.94 $123K - $131K
7.74K $124K
PWR
Quanta Services, Inc.

Industrials
329
+ 31.94%
$296.05 - $346.6 $97.4K - $114K
1.36K $429K
PDD
Pinduoduo Inc.

Consumer Cyclical
1.28K
New
$94.39 - $154.27 $120K - $197K
1.28K $123K
BHP
Bhp Group LTD

Basic Materials
2.45K
New
$48.78 - $62.43 $120K - $153K
2.45K $119K
DOCS
Doximity, Inc.

Healthcare
2.23K
New
$41.25 - $61.25 $91.9K - $136K
2.23K $118K
PODD
Insulet Corp

Healthcare
447
New
$227.79 - $275.7 $102K - $123K
447 $116K
XSW
Spdr S&P Software & Services E

ETFs
604
New
$156.76 - $204.72 $94.7K - $124K
604 $114K
APP
App Lovin Corp

Technology
354
New
$130.67 - $401.5 $46.3K - $142K
354 $114K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
3.3K
+ 19.07%
$46.69 - $49.2 $154K - $162K
20.6K $964K
VRT
Vertiv Holdings CO

Industrials
1.29K
+ 62.73%
N/A
3.34K $289K
WTFC
Wintrust Financial Corp

Financial Services
880
New
$104.15 - $138.5 $91.7K - $122K
880 $109K
HUBS
Hubspot Inc

Technology
11
+ 1.8%
$514.07 - $757.4 $5.65K - $8.33K
621 $432K
SPOT
Spotify Technology S.A.

Communication Services
237
New
$362.95 - $502.38 $86K - $119K
237 $106K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
845
New
$101.51 - $140.63 $85.8K - $119K
845 $106K
Activity Summary
Buys All Purchases 237 New Holdings 48 Increased Positions 189 Sells All Sells 198 Reductions 198 Sold out 0 Options Calls 0 Puts 0
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