Icon Wealth Advisors, LLC Purchases in Q4 2024

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
43.9K
+ 3433.39%
$201.32 - $217.44 $8.84M - $9.55M
45.2K $9.35M
IAU
Ishares Gold Trust

ETFs
66.2K
New
$48.37 - $52.65 $3.2M - $3.49M
66.2K $3.28M
AAPL
Apple Inc.

Technology
2.25K
+ 1.82%
$221.69 - $259.02 $499K - $583K
126K $31.5M
JNJ
Johnson & Johnson

Healthcare
13.1K
+ 135.62%
$143.34 - $165.86 $1.88M - $2.17M
22.7K $3.29M
GOOG
Alphabet Inc.

Communication Services
1.04K
+ 1.64%
$163.08 - $198.16 $170K - $207K
64.8K $12.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
48K
New
$33.92 - $36.6 $1.63M - $1.76M
48K $1.66M
CSGP
Costar Group, Inc.

Real Estate
20.4K
+ 521.72%
$69.7 - $81.97 $1.42M - $1.68M
24.4K $1.74M
V
Visa Inc.

Financial Services
22
+ 0.07%
$273.87 - $320.91 $6.03K - $7.06K
31K $9.8M
ORCL
Oracle Corp

Technology
8.44K
+ 22.12%
$165.41 - $192.43 $1.4M - $1.62M
46.6K $7.77M
WMB
Williams Companies, Inc.

Energy
3.65K
+ 3.24%
$46.37 - $59.74 $169K - $218K
116K $6.3M
TSLA
Tesla, Inc.

Consumer Cyclical
289
+ 5.23%
$213.65 - $479.86 $61.7K - $139K
5.82K $2.35M
ET
Energy Transfer LP

Energy
11.7K
+ 6.73%
$16.05 - $19.86 $188K - $233K
186K $3.64M
VTI
Vanguard Total Stock Market Et

ETFs
2.5K
+ 22.09%
$280.04 - $302.45 $701K - $757K
13.8K $4.01M
COST
Costco Wholesale Corp

Consumer Defensive
801
+ 37.91%
$873.59 - $994.69 $700K - $797K
2.91K $2.67M
LLY
Eli Lilly & CO

Healthcare
2.44K
+ 25.37%
$727.2 - $932.06 $1.77M - $2.27M
12K $9.29M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.99K
+ 91.24%
$172.07 - $207.36 $514K - $620K
6.26K $1.24M
OKE
Oneok Inc

Energy
201
+ 0.3%
$92.28 - $117.05 $18.5K - $23.5K
66.4K $6.67M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
14.1K
+ 567.14%
$42.84 - $45.38 $603K - $639K
16.6K $711K
BEN
Franklin Resources Inc

Financial Services
29.2K
+ 57.48%
$19.35 - $22.76 $565K - $665K
80K $1.62M
HYDB
Ishares Tr Edge High Yield Def

ETFs
12.5K
New
$46.68 - $47.95 $581K - $597K
12.5K $585K
FSK
Fs Kkr Capital Corp

Financial Services
5.32K
+ 2.28%
$19.71 - $22.22 $105K - $118K
238K $5.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6K
+ 174.09%
$96.64 - $101.23 $580K - $607K
9.45K $915K
META
Meta Platforms, Inc.

Communication Services
719
+ 11.38%
$554.08 - $632.68 $398K - $455K
7.04K $4.15M
CME
Cme Group Inc.

Financial Services
1.7K
+ 27.47%
$221.17 - $246.02 $376K - $418K
7.88K $1.83M
SPY
Spdr S&P 500 ETF Trust

ETFs
240
+ 0.92%
$567.81 - $607.81 $136K - $146K
26.4K $15.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.15K
+ 146.87%
$71.75 - $75.11 $441K - $462K
10.3K $743K
IETC
Ishares U S ETF Tr

ETFs
4.71K
New
$77.24 - $89.31 $363K - $420K
4.71K $401K
WMT
Walmart Inc.

Consumer Defensive
2.25K
+ 12.45%
$79.1 - $95.7 $178K - $215K
20.3K $1.83M
HDV
Ishares Core High Dividend ETF

ETFs
3.19K
New
$110.82 - $121.28 $354K - $387K
3.19K $358K
TRV
Travelers Companies, Inc.

Financial Services
1.11K
+ 9.23%
$225.97 - $266.66 $250K - $295K
13.1K $3.15M
VO
Vanguard Mid Cap ETF

ETFs
1.25K
New
$261.5 - $284.63 $328K - $357K
1.25K $330K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
11.4K
New
$28.6 - $29.27 $327K - $335K
11.4K $327K
IDEV
Ishares Core Msci Intl Develop

ETFs
5.55K
+ 102.76%
$64.18 - $70.42 $356K - $391K
11K $706K
BXSL
Blackstone Secured Lending Fund

Financial Services
3.02K
+ 4.28%
$29.25 - $33.27 $88.4K - $101K
73.6K $2.38M
IBM
International Business Machines Corp

Technology
1.38K
New
$204.9 - $238.04 $282K - $328K
1.38K $302K
CSCO
Cisco Systems, Inc.

Technology
34
+ 0.07%
$52.45 - $60.02 $1.78K - $2.04K
49.8K $2.95M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.66K
New
$34.13 - $37.35 $296K - $324K
8.66K $295K
MSFT
Microsoft Corp

Technology
2.35K
+ 2.94%
$406.35 - $454.46 $957K - $1.07M
82.3K $34.7M
DIS
Walt Disney CO

Communication Services
56
+ 0.3%
$92.39 - $117.6 $5.17K - $6.59K
19K $2.12M
PLTR
Palantir Technologies Inc.

Technology
3.59K
New
$36.46 - $82.38 $131K - $296K
3.59K $271K
IXN
Ishares Global Information Tec

ETFs
2.53K
+ 10.12%
$80.67 - $87.84 $204K - $223K
27.6K $2.34M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.01K
New
$38.37 - $42.82 $269K - $300K
7.01K $268K
CHK
Chesapeake Energy Corp

Energy
3.12K
New
$81.46 - $87.57 $254K - $273K
3.12K $267K
CRM
Salesforce, Inc.

Technology
266
+ 9.61%
$270.87 - $367.87 $72.1K - $97.9K
3.04K $1.01M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.62K
New
$91.29 - $91.8 $239K - $240K
2.62K $239K
FTSL
First Trust Senior Ln Fund

ETFs
4.95K
New
$45.9 - $46.48 $227K - $230K
4.95K $228K
HON
Honeywell International Inc

Industrials
214
+ 2.28%
$202.84 - $236.0 $43.4K - $50.5K
9.6K $2.17M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.7K
+ 175.52%
$81.68 - $82.93 $221K - $224K
4.24K $347K
DELL
Dell Technologies Inc.

Technology
2.24K
+ 18.38%
$111.96 - $144.21 $251K - $323K
14.4K $1.66M
Activity Summary
Buys All Purchases 237 New Holdings 48 Increased Positions 189 Sells All Sells 198 Reductions 198 Sold out 0 Options Calls 0 Puts 0
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