Icon Wealth Advisors, LLC New Holdings in Q3 2025

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SNPS
Synopsys Inc

Technology
3.7K
New
$387.78 - $645.35 $1.44M - $2.39M
3.7K $1.83M
APO
Apollo Global Management, Inc.

Financial Services
5.77K
New
$131.55 - $156.05 $760K - $901K
5.77K $769K
MTN
Vail Resorts Inc

Consumer Cyclical
2.97K
New
$143.33 - $169.63 $426K - $504K
2.97K $444K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.37K
New
$86.72 - $111.84 $206K - $265K
2.37K $265K
CDNS
Cadence Design Systems Inc

Technology
683
New
$309.46 - $373.37 $211K - $255K
683 $239K
ALC
Alcon Inc

Healthcare
3.04K
New
$73.24 - $92.22 $223K - $281K
3.04K $226K
SAN
Banco Santander, S.A.

Financial Services
21.5K
New
$8.27 - $10.48 $178K - $225K
21.5K $224K
ECL
Ecolab Inc.

Basic Materials
783
New
$259.39 - $285.47 $203K - $224K
783 $214K
SSIC
Silver Spike Investment Corp.

Healthcare
14.3K
New
N/A
14.3K $184K
KNTK
Kinetik Holdings Inc.

Energy
4.31K
New
$39.73 - $46.35 $171K - $200K
4.31K $184K
KLAC
Kla Corp

Technology
129
New
$843.9 - $1078.6 $109K - $139K
129 $139K
STE
Steris PLC

Healthcare
564
New
$221.21 - $252.43 $125K - $142K
564 $139K
NXST
Nexstar Media Group, Inc.

Communication Services
697
New
$176.71 - $211.31 $123K - $147K
697 $137K
AEM
Agnico Eagle Mines LTD

Basic Materials
815
New
$116.14 - $168.56 $94.7K - $137K
815 $137K
HSBC
Hsbc Holdings PLC

Financial Services
1.92K
New
$60.27 - $70.98 $115K - $136K
1.92K $135K
VLO
Valero Energy Corp

Energy
762
New
$131.77 - $175.63 $100K - $134K
762 $129K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
5.02K
New
$23.5 - $24.94 $118K - $125K
5.02K $124K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.34K
New
$46.69 - $59.27 $109K - $139K
2.34K $124K
F
Ford Motor CO

Consumer Cyclical
10.2K
New
$10.82 - $12.09 $111K - $123K
10.2K $122K
PEAK
Healthpeak Properties, Inc.

Real Estate
6.44K
New
N/A
6.44K $122K
MU
Micron Technology Inc

Technology
726
New
$104.88 - $168.89 $76.1K - $123K
726 $121K
FCFS
First Cash Holdings, Inc.

Financial Services
764
New
$120.08 - $158.42 $91.7K - $121K
764 $121K
BFST
Business First Bancshares, Inc.

Financial Services
5.04K
New
$22.92 - $26.38 $115K - $133K
5.04K $118K
EWBC
East West Bancorp Inc

Financial Services
1.08K
New
$97.41 - $109.7 $105K - $119K
1.08K $115K
AIG
American International Group, Inc.

Financial Services
1.46K
New
$76.34 - $85.87 $112K - $126K
1.46K $114K
DFIV
Dimensional ETF Tr

ETFs
2.47K
New
$42.66 - $46.53 $105K - $115K
2.47K $113K
THG
Hanover Insurance Group, Inc.

Financial Services
590
New
$162.08 - $182.1 $95.6K - $107K
590 $107K
MOH
Molina Healthcare, Inc.

Healthcare
555
New
$152.31 - $306.29 $84.5K - $170K
555 $106K
MLI
Mueller Industries Inc

Industrials
1.03K
New
$82.07 - $101.7 $84.6K - $105K
1.03K $104K
EXP
Eagle Materials Inc

Basic Materials
445
New
$209.12 - $242.26 $93.1K - $108K
445 $103K
IWM
Ishares Russell 2000 ETF

ETFs
428
New
$214.92 - $244.84 $92K - $105K
428 $103K
DHI
Horton D R Inc

Consumer Cyclical
608
New
$129.82 - $184.04 $78.9K - $112K
608 $103K
GATX
Gatx Corp

Industrials
585
New
$149.23 - $176.97 $87.3K - $104K
585 $102K
CIEN
Ciena Corp

Technology
705
New
$77.75 - $145.67 $54.8K - $103K
705 $102K
NVT
N Vent Electric PLC

Industrials
1.04K
New
$72.16 - $100.25 $75.1K - $104K
1.04K $102K
OXY
Occidental Petroleum Corp

Energy
2.12K
New
$42.54 - $48.1 $90.2K - $102K
2.12K $100K
FIX
Comfort Systems Usa Inc

Industrials
122
New
$521.66 - $825.18 $63.6K - $101K
122 $100K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2.34K
New
$42.56 - $49.08 $99.5K - $115K
2.34K $100K
Southstate Bk Corp Com
3.38K
New
N/A
3.38K $0
Celestica Inc Com
584
New
N/A
584 $0
Gsk PLC Sponsored Adr
2.83K
New
N/A
2.83K $0
Annaly Capital Management Inc Com New
5.06K
New
N/A
5.06K $0
Amrize LTD Shs
16.3K
New
N/A
16.3K $0
Activity Summary
Buys All Purchases 232 New Holdings 44 Increased Positions 188 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 0 Puts 0
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