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
MKL
Markel Corp

Financial Services
61
New
$1542.01 - $1785.11 $94.1K - $109K
61 $105K
MRVL
Marvell Technology, Inc.

Technology
85
+ 3.44%
$70.31 - $124.78 $5.98K - $10.6K
2.55K $281K
GLW
Corning Inc

Technology
496
+ 1.48%
$44.11 - $49.76 $21.9K - $24.7K
34K $1.62M
DV
Double Verify Holdings, Inc.

Technology
5.31K
New
$16.24 - $21.06 $86.3K - $112K
5.31K $102K
NOG
Northern Oil & Gas, Inc.

Energy
2.5K
+ 50.0%
$35.57 - $43.49 $88.9K - $109K
7.5K $278K
BWXT
Bwx Technologies, Inc.

Industrials
903
New
$111.39 - $133.28 $101K - $120K
903 $100K
ARGX
Argenx Se

Healthcare
101
+ 19.84%
$520.52 - $638.33 $52.6K - $64.5K
610 $375K
SYK
Stryker Corp

Healthcare
250
+ 49.8%
$345.14 - $392.15 $86.3K - $98K
752 $270K
SHEL
Shell PLC

Energy
1.62K
+ 33.26%
$60.63 - $70.23 $98.1K - $114K
6.48K $406K
CMI
Cummins Inc

Industrials
136
+ 9.55%
$324.93 - $383.42 $44.2K - $52.1K
1.56K $543K
PAYX
Paychex Inc

Industrials
55
+ 0.47%
$135.86 - $148.73 $7.47K - $8.18K
11.8K $1.65M
KMX
Carmax Inc

Consumer Cyclical
506
+ 6.69%
$71.11 - $87.2 $36K - $44.1K
8.07K $659K
LNG
Cheniere Energy, Inc.

Energy
118
+ 9.25%
$181.07 - $225.92 $21.4K - $26.7K
1.39K $299K
VTV
Vanguard Value ETF

ETFs
524
+ 11.5%
$168.32 - $181.87 $88.2K - $95.3K
5.08K $860K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
8.32K
+ 63.02%
$8.51 - $9.15 $70.8K - $76.1K
21.5K $184K
VNT
Vontier Corp

Technology
846
+ 7.2%
$33.03 - $40.45 $27.9K - $34.2K
12.6K $459K
DASH
Door Dash, Inc.

Communication Services
29
+ 1.24%
$141.93 - $180.48 $4.12K - $5.23K
2.37K $396K
FIX
Comfort Systems Usa Inc

Industrials
72
+ 8.17%
$370.68 - $504.12 $26.7K - $36.3K
953 $404K
ARES
Ares Management Corp

Financial Services
239
+ 31.04%
$153.38 - $183.7 $36.7K - $43.9K
1.01K $178K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.28%
$471.27 - $550.62 $2.36K - $2.75K
1.81K $944K
MO
Altria Group, Inc.

Consumer Defensive
249
+ 0.72%
$49.06 - $57.74 $12.2K - $14.4K
34.8K $1.82M
PANW
Palo Alto Networks Inc

Technology
1.14K
+ 121.34%
$181.96 - $405.9 $207K - $462K
2.07K $377K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.44K
+ 5.22%
$22.39 - $23.45 $77K - $80.6K
69.3K $1.59M
TXN
Texas Instruments Inc

Technology
237
+ 1.18%
N/A
20.3K $3.95M
MCK
Mckesson Corp

Healthcare
14
+ 2.81%
$482.27 - $628.5 $6.75K - $8.8K
512 $291K
PRVA
Privia Health Group, Inc.

Healthcare
1.57K
+ 15.48%
$16.82 - $22.8 $26.4K - $35.8K
11.7K $228K
QQQ
Invesco Qqq Trust, Series 1

ETFs
44
+ 4.93%
$481.22 - $538.17 $21.2K - $23.7K
936 $478K
INTC
Intel Corp

Technology
10.5K
+ 21.1%
$19.07 - $26.23 $200K - $275K
60.2K $1.21M
SQ
Block, Inc.

Technology
18
+ 0.85%
$65.06 - $98.92 $1.17K - $1.78K
2.15K $182K
SF
Stifel Financial Corp

Financial Services
100
+ 4.23%
$93.4 - $117.72 $9.34K - $11.8K
2.46K $261K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
14
+ 0.87%
$107.98 - $143.92 $1.51K - $2.01K
1.63K $218K
TROW
Price T Rowe Group Inc

Financial Services
254
+ 12.85%
$106.48 - $124.69 $27K - $31.7K
2.23K $252K
SONY
Sony Group Corp

Technology
14.9K
+ 401.57%
$17.53 - $96.8 $261K - $1.44M
18.6K $393K
KKR
Kkr & Co. Inc.

Financial Services
93
+ 7.5%
$129.87 - $162.87 $12.1K - $15.1K
1.33K $197K
GLD
Spdr Gold Trust

ETFs
132
+ 22.68%
$236.59 - $257.5 $31.2K - $34K
714 $172K
TJX
Tjx Companies Inc

Consumer Cyclical
163
+ 4.67%
$112.15 - $127.2 $18.3K - $20.7K
3.65K $440K
SEIC
Sei Investments CO

Financial Services
11
+ 0.5%
$69.36 - $86.58 $763 - $952
2.22K $183K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
60
+ 16.22%
$340.59 - $380.5 $20.4K - $22.8K
430 $157K
PYPL
Pay Pal Holdings, Inc.

Financial Services
12
+ 0.3%
$77.25 - $91.3 $927 - $1.1K
3.99K $340K
ASML
Asml Holding Nv

Technology
368
+ 22.89%
$658.43 - $872.27 $242K - $321K
1.98K $1.37M
ICVT
Ishares Tr Convertible Bond Et

ETFs
287
+ 9.42%
$83.09 - $89.28 $23.8K - $25.6K
3.34K $283K
MPLX
Mplx LP

Energy
30
+ 0.41%
$43.77 - $51.66 $1.31K - $1.55K
7.35K $351K
TMUS
T Mobile Us, Inc.

Communication Services
44
+ 3.89%
$206.1 - $246.94 $9.07K - $10.9K
1.18K $259K
SAIA
Saia Inc

Industrials
16
+ 1.59%
$411.44 - $569.08 $6.58K - $9.11K
1.02K $466K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
730
+ 4.44%
$40.97 - $42.66 $29.9K - $31.1K
17.2K $711K
GILD
Gilead Sciences, Inc.

Healthcare
38
+ 2.62%
$83.95 - $97.9 $3.19K - $3.72K
1.49K $137K
DEO
Diageo PLC

Consumer Defensive
312
+ 17.51%
$118.0 - $139.88 $36.8K - $43.6K
2.09K $266K
HDB
Hdfc Bank LTD

Financial Services
114
+ 2.75%
$59.45 - $68.01 $6.78K - $7.75K
4.26K $272K
DGX
Quest Diagnostics Inc

Healthcare
89
+ 11.82%
N/A
842 $115K
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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