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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
366
+ 16.68%
$96.84 - $99.46 $35.4K - $36.4K
2.56K $253K
FAST
Fastenal CO

Industrials
8.86K
+ 93.79%
$40.65 - $83.16 $360K - $736K
18.3K $768K
SAIA
Saia Inc

Industrials
369
+ 41.05%
$236.65 - $374.8 $87.3K - $138K
1.27K $347K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
399
+ 9.4%
$82.21 - $83.12 $32.8K - $33.2K
4.64K $384K
GLD
Spdr Gold Trust

ETFs
65
+ 9.1%
$273.71 - $316.29 $17.8K - $20.6K
779 $237K
TRP
Tc Energy Corp

Energy
279
+ 2.29%
$44.48 - $51.4 $12.4K - $14.3K
12.5K $607K
FDS
Factset Research Systems Inc

Financial Services
71
+ 17.32%
$398.85 - $473.32 $28.3K - $33.6K
481 $215K
TFC
Truist Financial Corp

Financial Services
1
+ 0.01%
$34.79 - $42.99 $34.8 - $43
14.3K $614K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
170
+ 29.06%
$483.07 - $625.6 $82.1K - $106K
755 $396K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.12%
$224.16 - $285.86 $224 - $286
821 $234K
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.1%
$197.25 - $244.33 $395 - $489
1.93K $469K
EXPD
Expeditors International Of Washington Inc

Industrials
269
+ 16.77%
$102.84 - $122.24 $27.7K - $32.9K
1.87K $213K
XLG
Invesco Exchange Traded Fd Tr

ETFs
22
+ 0.69%
$40.94 - $52.1 $901 - $1.15K
3.19K $166K
TJX
Tjx Companies Inc

Consumer Cyclical
118
+ 3.18%
$119.13 - $135.03 $14.1K - $15.9K
3.83K $472K
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.03%
$110.58 - $132.14 $111 - $132
3.16K $417K
IDEV
Ishares Core Msci Intl Develop

ETFs
83
+ 5.48%
$61.79 - $76.67 $5.13K - $6.36K
1.6K $121K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
71
+ 5.18%
$114.78 - $133.31 $8.15K - $9.47K
1.44K $192K
ORCC
Owl Rock Capital Corp

Financial Services
1.18K
+ 2.05%
N/A
58.5K $782K
IEF
Ishares Barclays

ETFs
137
+ 1.8%
$93.15 - $96.56 $12.8K - $13.2K
7.77K $743K
UL
Unilever PLC

Consumer Defensive
40
+ 0.52%
$57.9 - $65.43 $2.32K - $2.62K
7.75K $473K
EQT
Eqt Corp

Energy
46
+ 1.96%
$46.11 - $60.44 $2.12K - $2.78K
2.4K $139K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
74
+ 4.36%
$71.28 - $83.74 $5.27K - $6.2K
1.77K $148K
SQ
Block, Inc.

Technology
204
+ 8.4%
N/A
2.63K $150K
SUN
Sunoco LP

Energy
394
+ 19.23%
$50.38 - $59.13 $19.8K - $23.3K
2.44K $130K
EMLP
First Tr Exchange Traded Iv

ETFs
238
+ 0.59%
$33.62 - $37.89 $8K - $9.02K
40.5K $1.52M
FSK
Fs Kkr Capital Corp

Financial Services
2.73K
+ 1.13%
$17.95 - $21.5 $49K - $58.7K
244K $5.07M
SPG
Simon Property Group Inc

Real Estate
109
+ 6.37%
$140.37 - $171.44 $15.3K - $18.7K
1.82K $292K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
308
+ 2.17%
$7.6 - $8.89 $2.34K - $2.74K
14.5K $129K
DUK
Duke Energy Corp

Utilities
87
+ 7.79%
$112.46 - $124.05 $9.78K - $10.8K
1.2K $142K
PR
Permian Resources Corporation

Energy
2.69K
+ 2.01%
$10.36 - $14.93 $27.9K - $40.2K
137K $1.86M
FTSL
First Trust Senior Ln Fund

ETFs
85
+ 1.69%
$44.58 - $46.07 $3.79K - $3.92K
5.12K $234K
SCI
Service Corp International

Consumer Cyclical
40
+ 2.21%
$73.58 - $81.65 $2.94K - $3.27K
1.85K $150K
JBHT
Hunt J B Transport Services Inc

Industrials
121
+ 4.02%
$124.73 - $152.78 $15.1K - $18.5K
3.13K $449K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
16
+ 0.24%
$47.46 - $55.3 $759 - $885
6.68K $368K
VRT
Vertiv Holdings CO

Industrials
20
+ 0.72%
N/A
2.78K $241K
Lam Research Corp Com New
751
+ 3.34%
N/A
23.2K $0
Brookfield Corp Cl A LTD Vt Sh
370
+ 2.63%
N/A
14.4K $0
Natwest Group PLC Spons Adr
10.8K
+ 111.38%
N/A
20.5K $0
Ishares Advantage Large Cap Income ETF
364
+ 6.05%
N/A
6.38K $0
Te Connectivity PLC Ord Shs
8.17K
+ 361.43%
N/A
10.4K $0
Ishares U.S. Thematic Rotation Active ETF
422K
+ 444.2%
N/A
517K $0
Morgan Stanley Direct Lending Com Shs
402
+ 2.58%
N/A
16K $0
Ft Energy Income Partners Enhanced Income ETF
374
+ 1.92%
N/A
19.8K $0
Blackrock Inc Com
806
+ 44.85%
N/A
2.6K $0
Canadian Pacific Kansas City Com
2.49K
+ 82.77%
N/A
5.51K $0
Ishares Bitcoin Trust ETF
2.52K
+ 21.7%
N/A
14.1K $0
Ishares Aaa Clo Active ETF
3.36K
+ 64.41%
N/A
8.58K $0
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
475
+ 3.48%
$41.09 - $50.61 $19.5K - $24K
14.1K $677K
Smurfit Westrock PLC Shs
49
+ 0.31%
N/A
15.9K $0
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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