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
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
152
+ 3.95%
$46.48 - $51.32 $7.06K - $7.8K
4K $192K
SCM
Stellus Capital Investment Corp

Financial Services
12
+ 0.01%
$13.14 - $14.33 $158 - $172
131K $1.81M
TRP
Tc Energy Corp

Energy
492
+ 3.94%
$44.03 - $50.23 $21.7K - $24.7K
13K $603K
H
Hyatt Hotels Corp

Consumer Cyclical
37
+ 5.56%
$143.07 - $164.62 $5.29K - $6.09K
703 $110K
IXUS
Ishares Tr

ETFs
960
+ 11.37%
$65.95 - $72.56 $63.3K - $69.7K
9.4K $621K
SPG
Simon Property Group Inc

Real Estate
15
+ 0.91%
$167.23 - $183.84 $2.51K - $2.76K
1.66K $286K
APD
Air Products & Chemicals, Inc.

Basic Materials
230
+ 3.01%
$285.5 - $335.62 $65.7K - $77.2K
7.88K $2.28M
MUSA
Murphy Usa Inc.

Consumer Cyclical
11
+ 4.78%
$473.11 - $555.48 $5.2K - $6.11K
241 $120K
ADSK
Autodesk, Inc.

Technology
30
+ 1.03%
N/A
2.95K $724K
ENLC
En Link Midstream, LLC

Energy
665
+ 9.04%
$13.74 - $16.01 $9.14K - $10.6K
8.02K $113K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
114
+ 8.55%
$74.71 - $79.24 $8.52K - $9.03K
1.45K $111K
ILMN
Illumina, Inc.

Healthcare
15
+ 1.42%
$128.99 - $155.15 $1.93K - $2.33K
1.07K $142K
EOG
Eog Resources Inc

Energy
97
+ 0.43%
$118.22 - $136.54 $11.5K - $13.2K
22.5K $2.76M
JCI
Johnson Controls International PLC

Industrials
3
+ 0.11%
$74.23 - $86.6 $223 - $260
2.79K $220K
DE
Deere & CO

Industrials
5
+ 1.85%
$389.45 - $466.0 $1.95K - $2.33K
276 $116K
TSCO
Tractor Supply CO

Consumer Cyclical
1.75K
+ 457.85%
$52.59 - $303.74 $92K - $531K
2.13K $113K
SCI
Service Corp International

Consumer Cyclical
5
+ 0.32%
$73.36 - $88.6 $367 - $443
1.56K $124K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
131
+ 1.38%
$14.45 - $15.15 $1.89K - $1.98K
9.63K $145K
FNDX
Schwab Fundamental U S Large C

ETFs
3.11K
+ 207.2%
$23.49 - $71.77 $73K - $223K
4.61K $109K
HUBB
Hubbell Inc

Industrials
11
+ 3.38%
$418.89 - $472.12 $4.61K - $5.19K
336 $140K
Blackrock Inc Com
55
+ 3.19%
N/A
1.78K $0
Smurfit Westrock PLC Shs
265
+ 1.71%
N/A
15.8K $0
Te Connectivity PLC Ord Shs
27
+ 1.15%
N/A
2.38K $0
Arista Networks Inc Com Shs
4.19K
New
N/A
4.19K $0
Blackrock International Dividend ETF
6.84K
New
N/A
6.84K $0
Brookfield Corp Cl A LTD Vt Sh
1.27K
+ 11.67%
N/A
12.1K $0
Linde PLC Shs
7
+ 0.18%
N/A
3.8K $0
Ge Vernova Inc Com
630
New
N/A
630 $0
Ft Energy Income Partners Enhanced Income ETF
570
+ 3.08%
N/A
19.1K $0
Ishares Advantage Large Cap Income ETF
5.96K
New
N/A
5.96K $0
Lam Research Corp Com New
21.4K
+ 963.33%
N/A
23.6K $0
Liberty Media Corp Del Com Lbty One S C
1.14K
New
N/A
1.14K $0
HYGW
Ishares Tr High Yield Corporat
16.6K
New
N/A
16.6K $0
Ishares Flexible Income Active ETF
8.78K
+ 5.04%
N/A
183K $0
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3
+ 0.11%
$100.22 - $100.73 $301 - $302
2.82K $283K
Tempus Ai Inc Cl A
16.1K
New
N/A
16.1K $0
Morgan Stanley Direct Lending Com Shs
10.1K
New
N/A
10.1K $0
SYY
Sysco Corp

Consumer Defensive
35
+ 1.49%
$73.63 - $81.77 $2.58K - $2.86K
2.38K $182K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
25
+ 1.45%
$80.93 - $85.66 $2.02K - $2.14K
1.74K $141K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
273
+ 2.0%
$8.1 - $9.04 $2.21K - $2.47K
13.9K $115K
FMB
First Tr Exchange Traded Fd Ii

ETFs
40
+ 0.81%
$50.62 - $52.07 $2.02K - $2.08K
5K $254K
OR
Osisko Gold Royalties LTD

Basic Materials
24
+ 0.24%
$18.04 - $21.1 $433 - $506
10.1K $182K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13
+ 0.33%
$77.02 - $78.58 $1K - $1.02K
3.93K $303K
KOS
Kosmos Energy Ltd.

Energy
6.56K
+ 15.65%
$2.71 - $4.52 $17.8K - $29.6K
48.4K $165K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
175
+ 1.3%
$49.79 - $51.14 $8.71K - $8.95K
13.7K $684K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
80
+ 0.89%
$11.1 - $12.03 $888 - $962
9.11K $102K
MDB
Mongo Db, Inc.

Technology
40
+ 9.9%
$232.81 - $350.13 $9.31K - $14K
444 $103K
HEFA
Ishares Currency Hedged Msci E

ETFs
491
+ 1.39%
$34.42 - $35.88 $16.9K - $17.6K
35.9K $1.25M
FNV
Franco Nevada Corp

Basic Materials
4
+ 0.33%
$113.26 - $137.22 $453 - $549
1.22K $143K
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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