Icon Wealth Advisors, LLC Incresed Positions in Q2 2025

Icon Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
126
+ 2.48%
$94.15 - $133.33 $11.9K - $16.8K
5.21K $694K
BX
Blackstone Inc.

Financial Services
822
+ 67.43%
$120.07 - $151.11 $98.7K - $124K
2.04K $305K
PANW
Palo Alto Networks Inc

Technology
160
+ 5.6%
$152.44 - $204.64 $24.4K - $32.7K
3.02K $617K
JNJ
Johnson & Johnson

Healthcare
3.75K
+ 11.04%
$146.36 - $159.82 $548K - $599K
37.7K $5.76M
SYK
Stryker Corp

Healthcare
256
+ 27.21%
$337.37 - $395.63 $86.4K - $101K
1.2K $473K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.22K
+ 77.0%
$72.96 - $90.39 $89.2K - $110K
2.81K $251K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
896
+ 60.66%
$105.8 - $131.55 $94.8K - $118K
2.37K $305K
TTWO
Take Two Interactive Software Inc

Communication Services
343
+ 43.92%
$194.58 - $243.05 $66.7K - $83.4K
1.12K $272K
IWD
Ishares Russell 1000 Val ETF

ETFs
20
+ 0.12%
$166.82 - $194.23 $3.34K - $3.88K
17.1K $3.31M
MNST
Monster Beverage Corp

Consumer Defensive
1.25K
+ 17.76%
$55.01 - $64.24 $68.9K - $80.4K
8.3K $520K
CWEN
Clearway Energy, Inc.

Utilities
2.79K
+ 79.59%
$26.74 - $32.22 $74.5K - $89.7K
6.28K $201K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.21K
+ 5.95%
$22.54 - $23.17 $95K - $97.6K
75K $1.72M
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
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.93K
+ 50.86%
$43.65 - $45.44 $84K - $87.5K
5.71K $259K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.02%
$104.34 - $138.68 $104 - $139
4.19K $581K
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
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
CMI
Cummins Inc

Industrials
51
+ 2.83%
$267.12 - $336.65 $13.6K - $17.2K
1.85K $606K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8
+ 0.08%
$39.89 - $49.46 $319 - $396
9.6K $474K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
87
+ 1.45%
$45.98 - $56.15 $4K - $4.89K
6.07K $341K
ENB
Enbridge Inc

Energy
601
+ 4.48%
$41.09 - $47.16 $24.7K - $28.3K
14K $634K
UAL
United Airlines Holdings, Inc.

Industrials
154
+ 6.11%
$56.15 - $84.23 $8.65K - $13K
2.68K $213K
ARES
Ares Management Corp

Financial Services
18
+ 1.31%
$118.04 - $175.83 $2.12K - $3.16K
1.39K $240K
PODD
Insulet Corp

Healthcare
40
+ 7.94%
$238.57 - $327.47 $9.54K - $13.1K
544 $170K
FCX
Freeport Mcmoran Inc

Basic Materials
316
+ 7.65%
$29.15 - $44.46 $9.21K - $14K
4.45K $192K
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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