Icon Wealth Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.4 Billion distributed in 479 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $982M, Berkshire Hathaway Inc with a value of $608M, Procter & Gamble CO with a value of $223M, Eli Lilly & CO with a value of $121M, and Eaton Corp PLC with a value of $83.4M.
Examining the 13F form we can see an increase of $2.24B in the current position value, from $1.17B to 3.4B.
Icon Wealth Advisors, LLC is based out at Houston, TX
Below you can find more details about Icon Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.4 Billion
Consumer Cyclical: $1.08 Billion
Financial Services: $786 Million
Healthcare: $346 Million
ETFs: $337 Million
Consumer Defensive: $311 Million
Industrials: $224 Million
Technology: $169 Million
Real Estate: $65.7 Million
Other: $79.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
