Icon Wealth Advisors, LLC Purchases in Q3 2025

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
177K
+ 21.24%
$54.35 - $59.32 $9.64M - $10.5M
1.01M $60M
OEF
Ishares S&P 100 ETF

ETFs
45K
+ 66.62%
N/A
113K $30M
ITA
Ishares Tr

ETFs
51K
+ 3958.46%
$184.73 - $209.26 $9.42M - $10.7M
52.3K $10.9M
NVDA
Nvidia Corp

Technology
24.3K
+ 16.66%
$153.3 - $186.58 $3.72M - $4.53M
170K $31.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
75.1K
+ 43.89%
$98.52 - $103.93 $7.4M - $7.81M
246K $25.4M
IEMG
Ishares Inc

ETFs
146K
+ 31.92%
N/A
603K $32.3M
IAU
Ishares Gold Trust

ETFs
68.8K
+ 59.55%
$61.62 - $72.77 $4.24M - $5M
184K $13.4M
AVGO
Broadcom Inc.

Technology
9.67K
+ 27.35%
$264.74 - $369.57 $2.56M - $3.57M
45K $14.9M
IVE
Ishares S&P 500 Value ETF

ETFs
11.1K
+ 5.75%
$194.44 - $206.51 $2.15M - $2.29M
204K $42M
GOOGL
Alphabet Inc.

Communication Services
1.8K
+ 3.43%
$174.36 - $254.72 $313K - $457K
54.2K $13.2M
CVX
Chevron Corp

Energy
2.88K
+ 2.41%
$145.57 - $161.83 $419K - $466K
122K $19M
SNPS
Synopsys Inc

Technology
3.7K
New
$387.78 - $645.35 $1.44M - $2.39M
3.7K $1.83M
BSX
Boston Scientific Corp

Healthcare
16.1K
+ 820.1%
$97.03 - $108.14 $1.56M - $1.74M
18.1K $1.77M
JNJ
Johnson & Johnson

Healthcare
50
+ 0.13%
$155.17 - $185.42 $7.76K - $9.27K
37.8K $7M
UBER
Uber Technologies, Inc

Technology
12K
+ 102.55%
$86.91 - $99.57 $1.04M - $1.2M
23.7K $2.33M
INTU
Intuit Inc

Technology
2.19K
+ 81.16%
$646.03 - $807.39 $1.42M - $1.77M
4.9K $3.34M
META
Meta Platforms, Inc.

Communication Services
1.62K
+ 16.05%
$695.21 - $791.73 $1.12M - $1.28M
11.7K $8.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.26K
+ 23.44%
$224.68 - $282.71 $508K - $639K
11.9K $3.33M
VICI
Vici Properties Inc.

Real Estate
31.9K
+ 76.97%
$31.43 - $33.93 $1M - $1.08M
73.4K $2.39M
AVB
Avalonbay Communities Inc

Real Estate
5.57K
+ 138.47%
$182.72 - $204.51 $1.02M - $1.14M
9.59K $1.85M
GD
General Dynamics Corp

Industrials
2.43K
+ 71.68%
$293.92 - $341.0 $715K - $829K
5.83K $1.99M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
19.8K
+ 347.62%
$44.82 - $46.28 $890K - $919K
25.6K $1.18M
BA
Boeing CO

Industrials
3.77K
+ 69.03%
$209.79 - $237.38 $792K - $896K
9.24K $1.99M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15.3K
+ 8.99%
$50.85 - $51.35 $776K - $784K
185K $9.48M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16
+ 0.03%
$236.25 - $257.69 $3.78K - $4.12K
49.7K $12.8M
MBB
Ishares Tr

ETFs
6.73K
+ 5.56%
$92.46 - $95.73 $622K - $644K
128K $12.1M
APO
Apollo Global Management, Inc.

Financial Services
5.77K
New
$131.55 - $156.05 $760K - $901K
5.77K $769K
CSCO
Cisco Systems, Inc.

Technology
10.6K
+ 19.44%
$66.2 - $71.79 $705K - $764K
65.4K $4.47M
URI
United Rentals, Inc.

Industrials
417
+ 32.73%
$774.14 - $975.23 $323K - $407K
1.69K $1.61M
IEF
Ishares Barclays

ETFs
6.58K
+ 84.7%
$93.91 - $97.26 $618K - $640K
14.3K $1.38M
IWF
Ishares Russell 1000 Gr ETF

ETFs
159
+ 1.25%
$420.11 - $472.68 $66.8K - $75.2K
12.9K $6.04M
ASML
Asml Holding Nv

Technology
51
+ 1.87%
$689.63 - $968.09 $35.2K - $49.4K
2.78K $2.7M
TRGP
Targa Resources Corp.

Energy
3.37K
+ 27.04%
$160.52 - $174.4 $542K - $588K
15.9K $2.66M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.68K
+ 19.47%
$92.18 - $95.14 $431K - $445K
28.7K $2.73M
MTN
Vail Resorts Inc

Consumer Cyclical
2.97K
New
$143.33 - $169.63 $426K - $504K
2.97K $444K
MNST
Monster Beverage Corp

Consumer Defensive
6K
+ 72.3%
$58.65 - $67.31 $352K - $404K
14.3K $962K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.7K
+ 14.64%
$89.32 - $107.82 $151K - $183K
13.3K $1.43M
PPL
Ppl Corp

Utilities
5.77K
+ 11.9%
$33.54 - $37.24 $194K - $215K
54.3K $2.02M
ADSK
Autodesk, Inc.

Technology
1.25K
+ 39.68%
N/A
4.41K $1.08M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.37K
New
$86.72 - $111.84 $206K - $265K
2.37K $265K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
982
+ 37.99%
$366.54 - $479.53 $360K - $471K
3.57K $1.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
387
+ 51.26%
$534.91 - $598.71 $207K - $232K
1.14K $642K
DGRO
Ishares Core Dividend Growth E

ETFs
2.44K
+ 14.03%
$64.12 - $68.08 $157K - $166K
19.9K $1.35M
CDNS
Cadence Design Systems Inc

Technology
683
New
$309.46 - $373.37 $211K - $255K
683 $239K
IWD
Ishares Russell 1000 Val ETF

ETFs
379
+ 2.22%
$192.76 - $203.86 $73.1K - $77.3K
17.4K $3.55M
HYDB
Ishares Tr Edge High Yield Def

ETFs
4.75K
+ 96.72%
$47.03 - $47.97 $223K - $228K
9.66K $462K
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
PLTR
Palantir Technologies Inc.

Technology
190
+ 4.77%
$130.68 - $186.97 $24.8K - $35.5K
4.17K $761K
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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