Icon Wealth Advisors, LLC Incresed Positions in Q3 2024

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
233K
+ 342723.53%
$3305.62 - $4268.05 $770M - $995M
233K $982M
BRK-A
Berkshire Hathaway Inc

Financial Services
880
+ 88000.0%
$610460.0 - $715910.0 $537M - $630M
881 $608M
PG
Procter & Gamble CO

Consumer Defensive
1.26M
+ 4621.93%
$160.76 - $177.82 $202M - $224M
1.29M $223M
LLY
Eli Lilly & CO

Healthcare
126K
+ 1300.33%
$772.14 - $960.02 $97.7M - $121M
136K $121M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
75.6K
+ 18341.99%
$1024.09 - $1201.76 $77.4M - $90.8M
76K $79.9M
ETN
Eaton Corp PLC

Industrials
238K
+ 1675.58%
$272.52 - $333.02 $64.8M - $79.1M
252K $83.4M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.15M
+ 8134.71%
$41.9 - $48.26 $48.3M - $55.6M
1.17M $55.8M
AMGN
Amgen Inc

Healthcare
170K
+ 3954.99%
$309.38 - $337.38 $52.5M - $57.3M
174K $56.1M
V
Visa Inc.

Financial Services
166K
+ 525.97%
$253.74 - $291.56 $42M - $48.3M
197K $54.2M
UL
Unilever PLC

Consumer Defensive
621K
+ 7466.03%
$54.7 - $65.59 $34M - $40.7M
630K $40.9M
CSGP
Costar Group, Inc.

Real Estate
405K
+ 8314.08%
$71.59 - $79.61 $29M - $32.2M
410K $30.9M
COST
Costco Wholesale Corp

Consumer Defensive
34.2K
+ 1662.44%
$801.83 - $917.05 $27.4M - $31.4M
36.3K $32.2M
ADP
Automatic Data Processing Inc

Industrials
106K
+ 1159.69%
$233.44 - $279.45 $24.7M - $29.5M
115K $31.8M
SPG
Simon Property Group Inc

Real Estate
127K
+ 8856.28%
$146.09 - $170.11 $18.5M - $21.6M
128K $21.7M
H
Hyatt Hotels Corp

Consumer Cyclical
131K
+ 17641.57%
$130.36 - $162.22 $17M - $21.2M
131K $20M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
187K
+ 6636.12%
$100.09 - $100.69 $18.7M - $18.8M
190K $19.1M
SNY
Sanofi

Healthcare
289K
+ 7954.44%
$48.54 - $58.53 $14M - $16.9M
293K $16.9M
MS
Morgan Stanley

Financial Services
148K
+ 2660.26%
$92.07 - $106.96 $13.7M - $15.9M
154K $16.1M
CRWD
Crowd Strike Holdings, Inc.

Technology
55.2K
+ 3218.19%
$217.89 - $392.15 $12M - $21.6M
56.9K $16M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
122K
+ 8410.48%
$72.18 - $107.33 $8.81M - $13.1M
123K $13.1M
TROW
Price T Rowe Group Inc

Financial Services
115K
+ 6433.71%
$101.71 - $120.75 $11.7M - $13.9M
117K $12.8M
IT
Gartner Inc

Technology
23.6K
+ 498.39%
$441.32 - $516.47 $10.4M - $12.2M
28.3K $14.4M
HUBS
Hubspot Inc

Technology
20.5K
+ 3346.24%
$450.09 - $592.58 $9.22M - $12.1M
21.1K $11.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
26.5K
+ 216.62%
$332.02 - $382.76 $8.81M - $10.2M
38.8K $14.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
18.3K
+ 120.93%
$405.19 - $478.57 $7.43M - $8.78M
33.5K $15.4M
GLD
Spdr Gold Trust

ETFs
37.6K
+ 6457.56%
$215.56 - $246.98 $8.1M - $9.28M
38.2K $9.28M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
18.3K
+ 788.28%
$460.0 - $505.78 $8.41M - $9.25M
20.6K $9.58M
CRM
Salesforce, Inc.

Technology
30.4K
+ 281.92%
$238.42 - $276.53 $7.24M - $8.4M
41.2K $11.3M
DGX
Quest Diagnostics Inc

Healthcare
61.5K
+ 8669.82%
$137.09 - $137.09 $8.43M - $8.43M
62.2K $8.52M
IGRO
Ishares Tr International Divid

ETFs
105K
+ 1298.78%
$66.7 - $75.25 $6.98M - $7.87M
113K $8.4M
SPSC
Sps Commerce Inc

Technology
40.3K
+ 2362.3%
$185.76 - $215.42 $7.5M - $8.69M
42.1K $8.16M
DTM
Dt Midstream, Inc.

Energy
98.6K
+ 3834.53%
$69.34 - $79.28 $6.84M - $7.82M
101K $7.96M
MSCI
Msci Inc.

Financial Services
12.4K
+ 311.47%
$479.31 - $584.91 $5.96M - $7.27M
16.4K $9.58M
ORCC
Owl Rock Capital Corp

Financial Services
564K
+ 3523.97%
N/A
580K $7.76M
GS
Goldman Sachs Group Inc

Financial Services
14.8K
+ 4160.0%
$459.02 - $510.25 $6.78M - $7.54M
15.1K $7.49M
IWP
Ishares Russell Mid Cap Growth

ETFs
59.5K
+ 1414.8%
$103.87 - $117.59 $6.19M - $7M
63.8K $7.48M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
30.2K
+ 2907.31%
$201.82 - $234.36 $6.1M - $7.09M
31.3K $7.21M
PM
Philip Morris International Inc.

Consumer Defensive
52.5K
+ 395.8%
$101.25 - $127.45 $5.32M - $6.7M
65.8K $7.99M
ET
Energy Transfer LP

Energy
397K
+ 239.03%
$15.43 - $16.44 $6.13M - $6.53M
563K $9.04M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
64.9K
+ 1462.46%
$82.38 - $93.84 $5.35M - $6.09M
69.3K $6.41M
OEF
Ishares S&P 100 ETF

ETFs
22.3K
+ 181.22%
$266.03 - $266.03 $5.93M - $5.93M
34.6K $9.2M
AMP
Ameriprise Financial Inc

Financial Services
12.2K
+ 4680.46%
$391.53 - $469.81 $4.78M - $5.74M
12.5K $5.86M
PGR
Progressive Corp

Financial Services
21.4K
+ 892.56%
$209.46 - $259.24 $4.47M - $5.53M
23.7K $6.03M
MGK
Vanguard Mega Cap Growth ETF

ETFs
17.1K
+ 1372.53%
$285.48 - $330.24 $4.88M - $5.64M
18.3K $5.9M
LEA
Lear Corp

Consumer Cyclical
48.4K
+ 3359.17%
$103.43 - $123.95 $5M - $6M
49.8K $5.44M
PRVA
Privia Health Group, Inc.

Healthcare
286K
+ 1910.08%
$16.95 - $21.29 $4.85M - $6.09M
301K $5.48M
IWS
Ishares Russell Midcap Value E

ETFs
39K
+ 1215.78%
$119.52 - $132.25 $4.66M - $5.15M
42.2K $5.58M
GLOB
Globant S.A.

Technology
25.4K
+ 795.28%
$176.29 - $207.07 $4.48M - $5.26M
28.6K $5.67M
LMT
Lockheed Martin Corp

Industrials
7.26K
+ 162.46%
$460.3 - $584.56 $3.34M - $4.25M
11.7K $6.86M
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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