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
VOT
Vanguard Mid Cap Growth Index

ETFs
391
New
$216.28 - $284.39 $84.6K - $111K
391 $111K
FIVE
Five Below, Inc

Consumer Cyclical
848
New
$55.75 - $131.18 $47.3K - $111K
848 $111K
TTWO
Take Two Interactive Software Inc

Communication Services
343
+ 43.92%
$194.58 - $243.05 $66.7K - $83.4K
1.12K $272K
MNST
Monster Beverage Corp

Consumer Defensive
1.25K
+ 17.76%
$55.01 - $64.24 $68.9K - $80.4K
8.3K $520K
IWD
Ishares Russell 1000 Val ETF

ETFs
20
+ 0.12%
$166.82 - $194.23 $3.34K - $3.88K
17.1K $3.31M
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.48K
New
$35.9 - $43.76 $89K - $108K
2.48K $107K
MMM
3 M CO

Industrials
699
New
$126.09 - $154.15 $88.1K - $108K
699 $106K
PB
Prosperity Bancshares Inc

Financial Services
1.51K
New
$63.76 - $73.75 $96.3K - $111K
1.51K $106K
ALGN
Align Technology Inc

Healthcare
562
New
$144.32 - $190.42 $81.1K - $107K
562 $106K
WTFC
Wintrust Financial Corp

Financial Services
852
New
$95.17 - $124.21 $81.1K - $106K
852 $105K
PHYS
Sprott Physical Gold Trust

Financial Services
4.1K
New
$22.82 - $26.29 $93.6K - $108K
4.1K $103K
PTC
Ptc Inc.

Technology
596
New
$136.74 - $173.24 $81.5K - $103K
596 $102K
EFX
Equifax Inc

Industrials
391
New
$205.5 - $280.54 $80.4K - $110K
391 $101K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
812
New
$49.95 - $128.54 $40.6K - $104K
812 $101K
LNTH
Lantheus Holdings, Inc.

Healthcare
1.51K
+ 98.69%
$73.86 - $108.74 $111K - $164K
3.03K $248K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
920
New
$90.56 - $109.49 $83.3K - $101K
920 $100K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
421
New
$225.56 - $335.19 $95K - $141K
421 $100K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.21K
+ 5.95%
$22.54 - $23.17 $95K - $97.6K
75K $1.72M
CWEN
Clearway Energy, Inc.

Utilities
2.79K
+ 79.59%
$26.74 - $32.22 $74.5K - $89.7K
6.28K $201K
DEO
Diageo PLC

Consumer Defensive
1.02K
+ 46.62%
$99.86 - $115.75 $102K - $118K
3.21K $323K
CLH
Clean Harbors Inc

Industrials
315
+ 49.53%
$182.1 - $233.5 $57.4K - $73.6K
951 $219K
IETC
Ishares U S ETF Tr

ETFs
5
+ 0.11%
$67.28 - $94.0 $336 - $470
4.72K $443K
VNT
Vontier Corp

Technology
642
+ 3.97%
$28.04 - $37.3 $18K - $23.9K
16.8K $619K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.02%
$104.34 - $138.68 $104 - $139
4.19K $581K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.93K
+ 50.86%
$43.65 - $45.44 $84K - $87.5K
5.71K $259K
YUM
Yum Brands Inc

Consumer Cyclical
657
+ 59.56%
$138.36 - $161.45 $90.9K - $106K
1.76K $260K
CRM
Salesforce, Inc.

Technology
255
+ 7.96%
$236.26 - $291.15 $60.2K - $74.2K
3.46K $942K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
76
+ 0.73%
$55.54 - $69.09 $4.22K - $5.25K
10.5K $728K
GD
General Dynamics Corp

Industrials
49
+ 1.47%
$247.68 - $291.66 $12.1K - $14.3K
3.39K $989K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
230
+ 2.08%
$50.27 - $62.05 $11.6K - $14.3K
11.3K $698K
ADSK
Autodesk, Inc.

Technology
308
+ 10.82%
N/A
3.16K $775K
VEA
Vanguard Ftse Developed Market

ETFs
66
+ 0.61%
$45.65 - $57.01 $3.01K - $3.76K
10.8K $617K
AEP
American Electric Power CO Inc

Utilities
768
+ 40.27%
$98.59 - $109.11 $75.7K - $83.8K
2.68K $277K
SEIC
Sei Investments CO

Financial Services
405
+ 16.92%
$66.45 - $89.86 $26.9K - $36.4K
2.8K $251K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
163
+ 2.86%
$65.42 - $80.7 $10.7K - $13.2K
5.87K $473K
NVS
Novartis Ag

Healthcare
276
+ 8.65%
$101.96 - $121.01 $28.1K - $33.4K
3.47K $419K
BSX
Boston Scientific Corp

Healthcare
490
+ 33.22%
$89.7 - $107.41 $44K - $52.6K
1.97K $211K
ABC
Amerisourcebergen Corp

Healthcare
338
New
N/A
338 $62K
TOST
Toast, Inc.

Technology
441
+ 12.7%
$30.03 - $45.23 $13.2K - $19.9K
3.91K $173K
OKE
Oneok Inc

Energy
15.4K
+ 22.56%
$78.71 - $100.37 $1.21M - $1.54M
83.4K $6.81M
HDB
Hdfc Bank LTD

Financial Services
216
+ 5.72%
$63.78 - $77.48 $13.8K - $16.7K
3.99K $306K
IGV
Ishares Expanded Tech Software

ETFs
274
+ 23.95%
$80.15 - $109.5 $22K - $30K
1.42K $155K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
6.29K
+ 12.64%
$9.85 - $11.67 $61.9K - $73.4K
56.1K $630K
MCK
Mckesson Corp

Healthcare
22
+ 3.62%
$652.83 - $732.78 $14.4K - $16.1K
630 $461K
BBAX
J P Morgan Betabuilders Develo

ETFs
149
+ 2.08%
$42.69 - $54.65 $6.36K - $8.14K
7.32K $398K
ITA
Ishares Tr

ETFs
1
+ 0.08%
$135.31 - $188.64 $135 - $189
1.29K $242K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
42
+ 2.73%
$101.69 - $139.02 $4.27K - $5.84K
1.58K $219K
PYPL
Pay Pal Holdings, Inc.

Financial Services
88
+ 2.15%
$57.41 - $74.81 $5.05K - $6.58K
4.19K $311K
AMT
American Tower Corp

Real Estate
152
+ 5.79%
$203.96 - $228.19 $31K - $34.7K
2.78K $613K
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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