Icon Wealth Advisors, LLC Incresed Positions in Q4 2024

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
43.9K
+ 3433.39%
$201.32 - $217.44 $8.84M - $9.55M
45.2K $9.35M
AAPL
Apple Inc.

Technology
2.25K
+ 1.82%
$221.69 - $259.02 $499K - $583K
126K $31.5M
JNJ
Johnson & Johnson

Healthcare
13.1K
+ 135.62%
$143.34 - $165.86 $1.88M - $2.17M
22.7K $3.29M
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 1.64%
$163.08 - $198.16 $170K - $207K
64.8K $12.3M
CSGP
Costar Group, Inc.

Real Estate
20.4K
+ 521.72%
$69.7 - $81.97 $1.42M - $1.68M
24.4K $1.74M
V
Visa Inc.

Financial Services
22
+ 0.07%
$273.87 - $320.91 $6.03K - $7.06K
31K $9.8M
ORCL
Oracle Corp

Technology
8.44K
+ 22.12%
$165.41 - $192.43 $1.4M - $1.62M
46.6K $7.77M
WMB
Williams Companies, Inc.

Energy
3.65K
+ 3.24%
$46.37 - $59.74 $169K - $218K
116K $6.3M
EFG
Msci Eafe Growth ETF

ETFs
42.9K
+ 14.77%
$96.83 - $106.88 $4.15M - $4.58M
333K $32.3M
TSLA
Tesla, Inc.

Consumer Cyclical
289
+ 5.23%
$213.65 - $479.86 $61.7K - $139K
5.82K $2.35M
VTI
Vanguard Total Stock Market Et

ETFs
2.5K
+ 22.09%
$280.04 - $302.45 $701K - $757K
13.8K $4.01M
COST
Costco Wholesale Corp

Consumer Defensive
801
+ 37.91%
$873.59 - $994.69 $700K - $797K
2.91K $2.67M
LLY
Eli Lilly & CO

Healthcare
2.44K
+ 25.37%
$727.2 - $932.06 $1.77M - $2.27M
12K $9.29M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.99K
+ 91.24%
$172.07 - $207.36 $514K - $620K
6.26K $1.24M
OKE
Oneok Inc

Energy
201
+ 0.3%
$92.28 - $117.05 $18.5K - $23.5K
66.4K $6.67M
BEN
Franklin Resources Inc

Financial Services
29.2K
+ 57.48%
$19.35 - $22.76 $565K - $665K
80K $1.62M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
14.1K
+ 567.14%
$42.84 - $45.38 $603K - $639K
16.6K $711K
FSK
Fs Kkr Capital Corp

Financial Services
5.32K
+ 2.28%
$19.71 - $22.22 $105K - $118K
238K $5.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6K
+ 174.09%
$96.64 - $101.23 $580K - $607K
9.45K $915K
META
Meta Platforms, Inc.

Communication Services
719
+ 11.38%
$554.08 - $632.68 $398K - $455K
7.04K $4.15M
CME
Cme Group Inc.

Financial Services
1.7K
+ 27.47%
$221.17 - $246.02 $376K - $418K
7.88K $1.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
240
+ 0.92%
$567.81 - $607.81 $136K - $146K
26.4K $15.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.15K
+ 146.87%
$71.75 - $75.11 $441K - $462K
10.3K $743K
WMT
Walmart Inc.

Consumer Defensive
2.25K
+ 12.45%
$79.1 - $95.7 $178K - $215K
20.3K $1.83M
TRV
Travelers Companies, Inc.

Financial Services
1.11K
+ 9.23%
$225.97 - $266.66 $250K - $295K
13.1K $3.15M
IDEV
Ishares Core Msci Intl Develop

ETFs
5.55K
+ 102.76%
$64.18 - $70.42 $356K - $391K
11K $706K
BXSL
Blackstone Secured Lending Fund

Financial Services
3.02K
+ 4.28%
$29.25 - $33.27 $88.4K - $101K
73.6K $2.38M
CSCO
Cisco Systems, Inc.

Technology
34
+ 0.07%
$52.45 - $60.02 $1.78K - $2.04K
49.8K $2.95M
MSFT
Microsoft Corp

Technology
2.35K
+ 2.94%
$406.35 - $454.46 $957K - $1.07M
82.3K $34.7M
DIS
Walt Disney CO

Communication Services
56
+ 0.3%
$92.39 - $117.6 $5.17K - $6.59K
19K $2.12M
IXN
Ishares Global Information Tec

ETFs
2.53K
+ 10.12%
$80.67 - $87.84 $204K - $223K
27.6K $2.34M
CRM
Salesforce, Inc.

Technology
266
+ 9.61%
$270.87 - $367.87 $72.1K - $97.9K
3.04K $1.01M
HON
Honeywell International Inc

Industrials
214
+ 2.28%
$202.84 - $236.0 $43.4K - $50.5K
9.6K $2.17M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.7K
+ 175.52%
$81.68 - $82.93 $221K - $224K
4.24K $347K
DELL
Dell Technologies Inc.

Technology
2.24K
+ 18.38%
$111.96 - $144.21 $251K - $323K
14.4K $1.66M
PPL
Ppl Corp

Utilities
6.93K
+ 16.47%
$31.47 - $35.0 $218K - $242K
49K $1.59M
ZTS
Zoetis Inc.

Healthcare
5.23K
+ 25.4%
$162.24 - $194.42 $849K - $1.02M
25.8K $4.21M
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.34K
+ 21.72%
$106.56 - $113.11 $250K - $265K
13.1K $1.4M
IEMG
Ishares Inc

ETFs
3.44K
+ 2.93%
N/A
121K $6.46M
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
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
IEF
Ishares Barclays

ETFs
2.02K
+ 36.29%
$92.08 - $98.18 $186K - $198K
7.58K $700K
PG
Procter & Gamble CO

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