Icon Wealth Advisors, LLC New Holdings in Q2 2025

Icon Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
170K
New
$50.09 - $51.09 $8.51M - $8.68M
170K $8.68M
COF
Capital One Financial Corp

Financial Services
8.57K
New
$150.57 - $212.76 $1.29M - $1.82M
8.57K $1.82M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.71K
New
$456.74 - $568.03 $779K - $968K
1.71K $968K
URI
United Rentals, Inc.

Industrials
1.27K
New
$551.94 - $753.4 $703K - $960K
1.27K $959K
AVB
Avalonbay Communities Inc

Real Estate
4.02K
New
$187.23 - $215.61 $753K - $867K
4.02K $818K
TDG
Trans Digm Group Inc

Industrials
513
New
$1231.75 - $1520.64 $632K - $780K
513 $780K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.03K
New
$152.93 - $181.74 $616K - $732K
4.03K $731K
IBOC
International Bancshares Corp

Financial Services
7.49K
New
$56.4 - $66.7 $422K - $499K
7.49K $498K
EL
Estee Lauder Companies Inc

Consumer Defensive
3.87K
New
$50.06 - $80.8 $194K - $312K
3.87K $312K
CMA
Comerica Inc

Financial Services
3.58K
New
$50.42 - $59.65 $180K - $213K
3.58K $213K
VST
Vistra Corp.

Utilities
986
New
$98.07 - $195.04 $96.7K - $192K
986 $191K
CEG
Constellation Energy Corp

Utilities
581
New
$170.96 - $322.76 $99.3K - $188K
581 $187K
STX
Seagate Technology Holdings PLC

Technology
1.25K
New
$66.54 - $144.33 $83K - $180K
1.25K $179K
VVV
Valvoline Inc

Energy
4.59K
New
$31.48 - $38.2 $145K - $175K
4.59K $173K
OTIS
Otis Worldwide Corp

Industrials
1.67K
New
$90.88 - $104.3 $152K - $174K
1.67K $165K
ICLR
Icon PLC

Healthcare
1.12K
New
$126.62 - $168.7 $142K - $190K
1.12K $163K
AXON
Axon Enterprise, Inc.

Industrials
195
New
$497.13 - $827.94 $96.9K - $161K
195 $161K
LECO
Lincoln Electric Holdings Inc

Industrials
770
New
$167.18 - $211.38 $129K - $163K
770 $159K
DRI
Darden Restaurants Inc

Consumer Cyclical
703
New
$186.58 - $225.78 $131K - $159K
703 $153K
OMF
One Main Holdings, Inc.

Financial Services
2.62K
New
$40.42 - $57.0 $106K - $149K
2.62K $149K
MCHP
Microchip Technology Inc

Technology
2.12K
New
$35.34 - $71.6 $75K - $152K
2.12K $149K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
444
New
$177.93 - $313.14 $79K - $139K
444 $139K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
14.8K
New
$8.28 - $9.42 $123K - $140K
14.8K $139K
HII
Huntington Ingalls Industries, Inc.

Industrials
570
New
$183.31 - $241.46 $104K - $138K
570 $137K
CBRE
Cbre Group, Inc.

Real Estate
949
New
$113.94 - $140.12 $108K - $133K
949 $132K
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.95K
New
$33.85 - $44.55 $99.7K - $131K
2.95K $130K
ILMN
Illumina, Inc.

Healthcare
1.36K
New
$70.3 - $95.41 $95.3K - $129K
1.36K $129K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
2.84K
New
$39.94 - $44.64 $114K - $127K
2.84K $126K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
386
New
$224.32 - $326.09 $86.6K - $126K
386 $125K
WAL
Western Alliance Bancorporation

Financial Services
1.6K
New
$61.0 - $79.94 $97.3K - $128K
1.6K $124K
IBP
Installed Building Products, Inc.

Consumer Cyclical
685
New
$153.99 - $182.0 $105K - $125K
685 $123K
CWK
Cushman & Wakefield PLC

Real Estate
11.1K
New
$7.9 - $11.13 $87.5K - $123K
11.1K $122K
HTBK
Heritage Commerce Corp

Financial Services
12.1K
New
$8.25 - $9.93 $100K - $121K
12.1K $120K
ZION
Zions Bancorporation, National Association

Financial Services
2.24K
New
$41.39 - $51.94 $92.5K - $116K
2.24K $116K
HWM
Howmet Aerospace Inc.

Industrials
622
New
$112.33 - $186.13 $69.9K - $116K
622 $115K
SIGI
Selective Insurance Group Inc

Financial Services
1.34K
New
$82.37 - $92.83 $110K - $124K
1.34K $115K
XSW
Spdr S&P Software & Services E

ETFs
604
New
$141.65 - $189.82 $85.6K - $115K
604 $114K
ESI
Element Solutions Inc

Basic Materials
5K
New
$17.5 - $22.96 $87.5K - $115K
5K $113K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
2.16K
New
$37.6 - $52.03 $81.2K - $112K
2.16K $112K
AR
Antero Resources Corp

Energy
2.8K
New
$31.92 - $43.78 $89.5K - $123K
2.8K $112K
VOT
Vanguard Mid Cap Growth Index

ETFs
391
New
$216.28 - $284.39 $84.6K - $111K
391 $111K
CADE
Cadence Bank

Financial Services
3.48K
New
$26.42 - $32.41 $91.9K - $113K
3.48K $111K
FIVE
Five Below, Inc

Consumer Cyclical
848
New
$55.75 - $131.18 $47.3K - $111K
848 $111K
ZLAB
Zai Lab LTD

Healthcare
3.19K
New
$24.32 - $43.03 $77.5K - $137K
3.19K $111K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.48K
New
$35.9 - $43.76 $89K - $108K
2.48K $107K
PB
Prosperity Bancshares Inc

Financial Services
1.51K
New
$63.76 - $73.75 $96.3K - $111K
1.51K $106K
ALGN
Align Technology Inc

Healthcare
562
New
$144.32 - $190.42 $81.1K - $107K
562 $106K
MMM
3 M CO

Industrials
699
New
$126.09 - $154.15 $88.1K - $108K
699 $106K
WTFC
Wintrust Financial Corp

Financial Services
852
New
$95.17 - $124.21 $81.1K - $106K
852 $105K
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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