Icon Wealth Advisors, LLC Sells in Q2 2025

Icon Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-41.1K
- 22.3%
$498.8 - $620.9 $20.5M - $25.5M
143K $89M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-167K
- 70.34%
$50.08 - $63.14 $8.38M - $10.6M
70.6K $4.46M
HEFA
Ishares Currency Hedged Msci E

ETFs
-111K
- 62.98%
$32.11 - $38.21 $3.55M - $4.22M
65K $2.47M
IAU
Ishares Gold Trust

ETFs
-40.4K
- 25.9%
$56.1 - $64.74 $2.26M - $2.61M
115K $7.2M
MRK
Merck & Co., Inc.

Healthcare
-8.87K
- 19.49%
$73.47 - $87.12 $652K - $773K
36.7K $2.9M
PEP
Pepsico Inc

Consumer Defensive
-5.09K
- 18.57%
$128.02 - $151.37 $652K - $771K
22.3K $2.95M
PSX
Phillips 66

Energy
-7.37K
- 37.16%
$92.87 - $125.73 $684K - $926K
12.5K $1.49M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-21.9K
- 1.87%
$45.12 - $46.23 $988K - $1.01M
1.15M $53.1M
LLY
Eli Lilly & CO

Healthcare
-69
- 0.49%
$713.71 - $898.95 $49.2K - $62K
14.1K $11M
FMC
Fmc Corp

Basic Materials
-15.4K
- 51.38%
$33.98 - $44.06 $524K - $679K
14.6K $608K
BDX
Becton Dickinson & CO

Healthcare
-2.08K
- 76.48%
$165.15 - $226.42 $344K - $471K
640 $110K
DELL
Dell Technologies Inc.

Technology
-7.61K
- 53.51%
$71.63 - $125.98 $545K - $958K
6.61K $810K
QCOM
Qualcomm Inc

Technology
-3.57K
- 23.24%
$124.66 - $159.48 $445K - $570K
11.8K $1.88M
TRGP
Targa Resources Corp.

Energy
-447
- 3.46%
$157.32 - $205.72 $70.3K - $92K
12.5K $2.17M
MO
Altria Group, Inc.

Consumer Defensive
-5.7K
- 13.55%
$55.56 - $60.91 $317K - $347K
36.4K $2.13M
AON
Aon PLC

Financial Services
-49
- 0.59%
$335.85 - $398.81 $16.5K - $19.5K
8.21K $2.93M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-55
- 0.39%
$212.1 - $244.27 $11.7K - $13.4K
13.9K $3.04M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-7.74K
- 61.19%
$44.64 - $47.48 $346K - $368K
4.91K $233K
KMI
Kinder Morgan, Inc.

Energy
-17K
- 6.32%
$25.21 - $29.4 $428K - $499K
252K $7.4M
IXN
Ishares Global Information Tec

ETFs
-9.02K
- 26.09%
$65.81 - $92.34 $594K - $833K
25.6K $2.36M
KMX
Carmax Inc

Consumer Cyclical
-2.32K
- 27.12%
$62.27 - $82.77 $144K - $192K
6.24K $419K
COP
Conocophillips

Energy
-611
- 5.0%
$82.66 - $106.1 $50.5K - $64.8K
11.6K $1.04M
SRE
Sempra Energy

Utilities
-4.87K
- 16.38%
$63.78 - $78.91 $310K - $384K
24.8K $1.88M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.18K
- 9.09%
$53.23 - $70.65 $62.8K - $83.3K
11.8K $682K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-8.06K
- 16.27%
$41.76 - $49.03 $337K - $395K
41.5K $2.03M
ET
Energy Transfer LP

Energy
-6.34K
- 3.17%
$15.65 - $18.93 $99.2K - $120K
194K $3.51M
APD
Air Products & Chemicals, Inc.

Basic Materials
-261
- 3.72%
$248.61 - $294.96 $64.9K - $77K
6.75K $1.9M
VZ
Verizon Communications Inc

Communication Services
-1.5K
- 3.66%
$41.67 - $45.62 $62.6K - $68.5K
39.6K $1.71M
PAYX
Paychex Inc

Industrials
-188
- 1.41%
$137.01 - $159.78 $25.8K - $30K
13.2K $1.91M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-4.3K
- 31.75%
$35.8 - $41.07 $154K - $177K
9.24K $379K
ELV
Elevance Health, Inc.

Healthcare
-273
- 36.02%
$372.27 - $452.69 $102K - $124K
485 $188K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.48K
- 11.0%
$149.76 - $186.42 $222K - $276K
12K $2.23M
UNP
Union Pacific Corp

Industrials
-316
- 3.56%
$208.27 - $238.46 $65.8K - $75.4K
8.56K $1.97M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.64K
- 13.15%
$55.22 - $63.94 $146K - $169K
17.4K $1.11M
FISV
Fiserv Inc

Technology
-957
- 50.13%
N/A
952 $119K
UPS
United Parcel Service Inc

Industrials
-448
- 5.49%
$91.92 - $110.2 $41.2K - $49.4K
7.72K $779K
HAL
Halliburton CO

Energy
-743
- 3.64%
$19.26 - $25.7 $14.3K - $19.1K
19.7K $400K
PPL
Ppl Corp

Utilities
-61
- 0.13%
$33.45 - $36.5 $2.04K - $2.23K
48.5K $1.64M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-2.48K
- 35.56%
$46.04 - $53.67 $114K - $133K
4.49K $240K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-604
- 33.63%
$99.37 - $134.05 $60K - $81K
1.19K $135K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.3K
- 39.23%
$72.02 - $73.82 $93.4K - $95.7K
2.01K $147K
LOW
Lowes Companies Inc

Consumer Cyclical
-174
- 3.79%
$210.83 - $235.28 $36.7K - $40.9K
4.42K $979K
EQIX
Equinix Inc

Real Estate
-105
- 40.86%
$740.07 - $914.43 $77.7K - $96K
152 $120K
NEE
Nextera Energy Inc

Utilities
-297
- 0.69%
$64.11 - $75.0 $19K - $22.3K
42.6K $2.96M
AXP
American Express CO

Financial Services
-1.88K
- 18.15%
$231.39 - $318.98 $435K - $600K
8.48K $2.71M
ALL
Allstate Corp

Financial Services
-286
- 12.26%
$180.53 - $212.64 $51.6K - $60.8K
2.05K $412K
SLB
Schlumberger Limited

Energy
-575
- 9.07%
$31.95 - $42.2 $18.4K - $24.3K
5.76K $194K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-460
- 1.09%
$32.56 - $35.71 $15K - $16.4K
41.8K $1.38M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.01K
- 21.89%
$78.98 - $90.1 $79.7K - $90.9K
3.6K $324K
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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