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
MUSA
Murphy Usa Inc.

Consumer Cyclical
3.37K
+ 1465.22%
$452.85 - $536.35 $1.53M - $1.81M
3.6K $1.77M
DFS
Discover Financial Services

Financial Services
11.7K
+ 445.87%
$123.41 - $144.72 $1.44M - $1.69M
14.3K $2M
URI
United Rentals, Inc.

Industrials
2.05K
New
$627.41 - $814.1 $1.29M - $1.67M
2.05K $1.66M
ROK
Rockwell Automation, Inc

Industrials
6.07K
+ 775.73%
$248.27 - $294.37 $1.51M - $1.79M
6.86K $1.84M
EMN
Eastman Chemical CO

Basic Materials
14.3K
+ 1441.55%
$93.82 - $113.74 $1.34M - $1.63M
15.3K $1.72M
GILD
Gilead Sciences, Inc.

Healthcare
18.3K
+ 1281.33%
$66.59 - $83.99 $1.22M - $1.53M
19.7K $1.65M
ALL
Allstate Corp

Financial Services
7.86K
+ 462.6%
$158.43 - $192.86 $1.24M - $1.51M
9.55K $1.81M
FRPT
Freshpet, Inc.

Consumer Defensive
11.1K
+ 529.47%
$115.58 - $142.2 $1.28M - $1.58M
13.2K $1.81M
CMCSA
Comcast Corp

Communication Services
35.8K
+ 257.4%
$37.33 - $41.78 $1.34M - $1.5M
49.7K $2.08M
TYL
Tyler Technologies Inc

Technology
2.29K
+ 151.09%
$499.52 - $595.46 $1.14M - $1.36M
3.8K $2.22M
TT
Trane Technologies PLC

Industrials
3.25K
+ 172.83%
$314.21 - $388.71 $1.02M - $1.26M
5.13K $1.99M
PWR
Quanta Services, Inc.

Industrials
4.37K
+ 424.37%
$239.58 - $298.23 $1.05M - $1.3M
5.4K $1.61M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
22.7K
New
$49.83 - $62.75 $1.13M - $1.43M
22.7K $1.31M
AGNC
Agnc Investment Corp.

Real Estate
124K
New
$9.48 - $10.66 $1.18M - $1.32M
124K $1.3M
LHX
L3 Harris Technologies, Inc.

Industrials
5.3K
+ 598.87%
$221.96 - $243.27 $1.18M - $1.29M
6.19K $1.47M
ENB
Enbridge Inc

Energy
29.6K
+ 227.79%
$35.27 - $41.18 $1.04M - $1.22M
42.6K $1.73M
ANET
Arista Networks, Inc.

Technology
3.19K
+ 312.13%
$311.42 - $388.21 $993K - $1.24M
4.21K $1.62M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.1K
+ 232.93%
$147.95 - $191.05 $1.05M - $1.36M
10.1K $1.76M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
16.8K
New
$64.0 - $72.54 $1.08M - $1.22M
16.8K $1.22M
IDXX
Idexx Laboratories Inc

Healthcare
2.36K
New
$455.08 - $517.19 $1.07M - $1.22M
2.36K $1.19M
TXN
Texas Instruments Inc

Technology
6.09K
+ 30.39%
$194.6 - $194.6 $1.18M - $1.18M
26.1K $5.08M
MLM
Martin Marietta Materials Inc

Basic Materials
2.15K
+ 503.28%
$502.48 - $593.35 $1.08M - $1.28M
2.58K $1.39M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.17K
New
$475.2 - $527.7 $1.03M - $1.15M
2.17K $1.15M
IGM
Ishares Expanded Tech Sector E

ETFs
11.8K
New
$84.03 - $98.62 $987K - $1.16M
11.8K $1.13M
XLC
Select Sector Spdr Tr Communic

ETFs
12.3K
New
$82.16 - $90.4 $1.01M - $1.11M
12.3K $1.11M
BSX
Boston Scientific Corp

Healthcare
13.2K
New
$72.96 - $84.0 $961K - $1.11M
13.2K $1.1M
NOW
Service Now, Inc.

Technology
386
+ 5.56%
$730.87 - $937.36 $282K - $362K
7.33K $6.56M
APH
Amphenol Corp

Technology
16.8K
+ 990.24%
$58.39 - $70.41 $983K - $1.19M
18.5K $1.21M
CTVA
Corteva, Inc.

Basic Materials
17.6K
+ 236.19%
$50.72 - $58.78 $892K - $1.03M
25K $1.47M
EQIX
Equinix Inc

Real Estate
1.12K
+ 710.76%
$749.0 - $890.01 $841K - $999K
1.28K $1.14M
FIX
Comfort Systems Usa Inc

Industrials
2.6K
New
$292.14 - $396.82 $759K - $1.03M
2.6K $1.01M
ENSG
Ensign Group, Inc

Healthcare
6.55K
+ 210.92%
$124.14 - $153.65 $812K - $1.01M
9.65K $1.39M
FNDX
Schwab Fundamental U S Large C

ETFs
12.8K
New
$65.36 - $71.76 $839K - $921K
12.8K $921K
MCK
Mckesson Corp

Healthcare
1.92K
+ 457.52%
$479.06 - $630.38 $918K - $1.21M
2.34K $1.15M
HEI
Heico Corp

Industrials
2.96K
+ 90.2%
$220.59 - $267.96 $654K - $794K
6.25K $1.63M
IDCC
Inter Digital, Inc.

Communication Services
5.64K
+ 161.14%
$116.28 - $141.69 $656K - $799K
9.14K $1.3M
JCI
Johnson Controls International PLC

Industrials
10.8K
+ 387.67%
$65.52 - $77.61 $711K - $842K
13.6K $1.06M
SYK
Stryker Corp

Healthcare
2.32K
+ 461.35%
$315.94 - $371.96 $732K - $861K
2.82K $1.02M
BLD
Top Build Corp

Industrials
2.01K
+ 704.56%
$360.4 - $479.09 $724K - $962K
2.29K $932K
HLNE
Hamilton Lane Inc

Financial Services
4.87K
New
$123.12 - $168.4 $599K - $819K
4.87K $819K
EXPO
Exponent Inc

Industrials
6.56K
+ 215.51%
$93.45 - $115.28 $613K - $756K
9.6K $1.11M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
15.5K
+ 30.63%
$43.5 - $45.75 $676K - $711K
66.2K $3.03M
HUBB
Hubbell Inc

Industrials
1.8K
+ 553.07%
$355.55 - $428.48 $641K - $773K
2.13K $911K
JKHY
Henry Jack & Associates Inc

Technology
4.4K
+ 394.53%
$160.87 - $177.06 $708K - $779K
5.51K $973K
BEN
Franklin Resources Inc

Financial Services
38.7K
New
$19.13 - $23.97 $740K - $927K
38.7K $779K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
558
+ 516.67%
$1066.32 - $1355.99 $595K - $757K
666 $877K
PHO
Invesco Exchange Traded Fd Tr

ETFs
10.6K
+ 623.43%
$63.82 - $70.54 $678K - $749K
12.3K $869K
NOG
Northern Oil & Gas, Inc.

Energy
21.2K
New
$33.96 - $43.19 $721K - $916K
21.2K $751K
MDB
Mongo Db, Inc.

Technology
2.74K
New
$221.5 - $296.69 $607K - $813K
2.74K $740K
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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