Icon Wealth Advisors, LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.19 Billion distributed in 502 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $115M, Accenture PLC with a value of $65.8M, Ishares Core Total Usd Bond Ma with a value of $49.7M, Ishares S&P 500 Growth ETF with a value of $39.4M, and Blackrock ETF Tr U S Equity Fa with a value of $36.1M.
Examining the 13F form we can see an increase of $12.6M in the current position value, from $1.18B to 1.19B.
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
$1.19 Billion
ETFs: $558 Million
Technology: $223 Million
Energy: $101 Million
Financial Services: $82.2 Million
Healthcare: $61.2 Million
Consumer Cyclical: $48.3 Million
Communication Services: $38.9 Million
Industrials: $32.6 Million
Other: $46 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
