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
Canadian Pacific Kansas City Com
2.49K
+ 82.77%
N/A
5.51K $0
Ishares A.I. Innovation And Tech Active ETF
199K
New
N/A
199K $0
Ishares Aaa Clo Active ETF
3.36K
+ 64.41%
N/A
8.58K $0
Lam Research Corp Com New
751
+ 3.34%
N/A
23.2K $0
Ishares International Dividend Active ETF
106
+ 1.54%
N/A
7K $0
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
475
+ 3.48%
$41.09 - $50.61 $19.5K - $24K
14.1K $677K
Coherent Corp Com
1.19K
New
N/A
1.19K $0
Smurfit Westrock PLC Shs
49
+ 0.31%
N/A
15.9K $0
Rubrik Inc. Cl A
1.23K
New
N/A
1.23K $0
Liberty Media Corp Del Com Lbty One S C
1.05K
New
N/A
1.05K $0
Ishares Flexible Income Active ETF
13.8K
+ 7.1%
N/A
209K $0
Tortoise North American Pipeline Fund
144K
New
N/A
144K $0
Natwest Group PLC Spons Adr
10.8K
+ 111.38%
N/A
20.5K $0
Morgan Stanley Direct Lending Com Shs
402
+ 2.58%
N/A
16K $0
ALCC
Alt C Acquisition Corp.

Financial Services
2K
New
N/A
2K $0
Blackrock Inc Com
806
+ 44.85%
N/A
2.6K $0
Brookfield Corp Cl A LTD Vt Sh
370
+ 2.63%
N/A
14.4K $0
FMB
First Tr Exchange Traded Fd Ii

ETFs
44
+ 0.87%
$49.12 - $50.93 $2.16K - $2.24K
5.08K $253K
SSB
South State Corp

Financial Services
19
+ 0.57%
$80.59 - $94.67 $1.53K - $1.8K
3.36K $308K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
107
+ 1.1%
$13.63 - $14.4 $1.46K - $1.54K
9.81K $137K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
65
+ 0.71%
$10.29 - $11.24 $669 - $731
9.22K $100K
MDIV
First Trust Multi Asset Divers

ETFs
99
+ 1.26%
$14.96 - $16.41 $1.48K - $1.62K
7.95K $125K
TSCO
Tractor Supply CO

Consumer Cyclical
50
+ 2.06%
$47.86 - $55.77 $2.39K - $2.79K
2.47K $130K
ARGX
Argenx Se

Healthcare
30
+ 5.61%
$532.27 - $656.65 $16K - $19.7K
565 $311K
DTE
Dte Energy CO

Utilities
61
+ 2.29%
$127.39 - $139.49 $7.77K - $8.51K
2.72K $360K
SCM
Stellus Capital Investment Corp

Financial Services
125
+ 0.09%
$11.69 - $14.03 $1.46K - $1.75K
135K $1.88M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
74
+ 1.86%
$45.07 - $52.57 $3.34K - $3.89K
4.06K $198K
BLDR
Builders First Source, Inc.

Industrials
34
+ 2.09%
$105.63 - $131.12 $3.59K - $4.46K
1.66K $193K
WES
Western Midstream Partners, LP

Energy
257
+ 2.48%
$34.99 - $41.61 $8.99K - $10.7K
10.6K $410K
TMUS
T Mobile Us, Inc.

Communication Services
70
+ 5.68%
$220.99 - $268.54 $15.5K - $18.8K
1.3K $310K
XLE
Energy Sector Spdr

ETFs
22
+ 0.72%
$76.44 - $94.13 $1.68K - $2.07K
3.09K $261K
CB
Chubb LTD

Financial Services
41
+ 1.21%
$274.32 - $302.46 $11.2K - $12.4K
3.44K $996K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
88
+ 3.52%
$421.16 - $509.5 $37.1K - $44.8K
2.59K $1.15M
AMGN
Amgen Inc

Healthcare
16
+ 0.73%
$262.28 - $309.85 $4.2K - $4.96K
2.21K $617K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.32K
+ 1.75%
$26.88 - $32.74 $35.6K - $43.3K
76.8K $2.36M
BSM
Black Stone Minerals, L.P.

Energy
2.23K
+ 2.71%
$12.78 - $15.36 $28.5K - $34.2K
84.3K $1.1M
PAA
Plains All American Pipeline LP

Energy
335
+ 0.3%
$16.03 - $20.28 $5.37K - $6.79K
111K $2.03M
ABBV
Abb Vie Inc.

Healthcare
3.24K
+ 8.21%
$170.16 - $206.27 $551K - $668K
42.7K $7.92M
AAPL
Apple Inc.

Technology
7.7K
+ 6.75%
$172.42 - $223.89 $1.33M - $1.72M
122K $25M
TMO
Thermo Fisher Scientific Inc.

Healthcare
372
+ 4.08%
$390.26 - $489.06 $145K - $182K
9.48K $3.84M
XOM
Exxon Mobil Corp

Energy
8.72K
+ 5.74%
$99.93 - $119.04 $871K - $1.04M
161K $17.3M
ACN
Accenture PLC

Technology
3.32K
+ 1.84%
$279.23 - $323.21 $928K - $1.07M
184K $55M
CVX
Chevron Corp

Energy
5.83K
+ 5.13%
$133.73 - $168.51 $780K - $982K
119K $17.1M
UNH
Unitedhealth Group Inc

Healthcare
1.67K
+ 11.2%
$274.35 - $599.47 $459K - $1M
16.6K $5.19M
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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