Icon Wealth Advisors, LLC Purchases in Q1 2025

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFS
Discover Financial Services

Financial Services
562
+ 17.89%
$152.99 - $203.25 $86K - $114K
3.7K $632K
OKE
Oneok Inc

Energy
1.64K
+ 2.47%
$89.57 - $109.85 $147K - $180K
68.1K $6.75M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
180
+ 44.44%
$634.14 - $744.83 $114K - $134K
585 $371K
SCM
Stellus Capital Investment Corp

Financial Services
3.61K
+ 2.75%
$13.64 - $15.5 $49.3K - $56K
135K $1.89M
BLD
Top Build Corp

Industrials
286
+ 35.79%
$295.17 - $354.82 $84.4K - $101K
1.09K $330K
MNST
Monster Beverage Corp

Consumer Defensive
751
+ 11.92%
$46.16 - $58.58 $34.7K - $44K
7.05K $412K
BA
Boeing CO

Industrials
618
+ 16.39%
$148.15 - $186.25 $91.6K - $115K
4.39K $748K
EMLP
First Tr Exchange Traded Iv

ETFs
182
+ 0.45%
$35.79 - $38.28 $6.51K - $6.97K
40.3K $1.51M
SYK
Stryker Corp

Healthcare
189
+ 25.13%
$355.18 - $399.9 $67.1K - $75.6K
941 $350K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
366
+ 80.62%
$254.58 - $302.92 $93.2K - $111K
820 $209K
TT
Trane Technologies PLC

Industrials
405
+ 21.41%
$332.0 - $400.86 $134K - $162K
2.3K $773K
SLB
Schlumberger Limited

Energy
1.37K
+ 27.56%
$38.4 - $43.74 $52.6K - $59.9K
6.34K $264K
VNT
Vontier Corp

Technology
3.56K
+ 28.23%
$32.1 - $40.32 $114K - $143K
16.2K $530K
TMUS
T Mobile Us, Inc.

Communication Services
58
+ 4.94%
$211.3 - $272.83 $12.3K - $15.8K
1.23K $328K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.83K
+ 2.49%
$31.3 - $34.5 $57.3K - $63.2K
75.5K $2.44M
SPOT
Spotify Technology S.A.

Communication Services
68
+ 28.69%
$457.79 - $648.32 $31.1K - $44.1K
305 $167K
NVS
Novartis Ag

Healthcare
164
+ 5.42%
$97.14 - $115.57 $15.9K - $19K
3.19K $355K
QQQ
Invesco Qqq Trust, Series 1

ETFs
213
+ 22.76%
$468.34 - $539.52 $99.8K - $115K
1.15K $538K
BSM
Black Stone Minerals, L.P.

Energy
253
+ 0.31%
$14.48 - $15.59 $3.66K - $3.94K
82K $1.25M
AGNC
Agnc Investment Corp.

Real Estate
5.4K
+ 30.87%
$9.12 - $10.54 $49.2K - $56.9K
22.9K $219K
FNV
Franco Nevada Corp

Basic Materials
3
+ 0.25%
$120.72 - $157.56 $362 - $473
1.22K $192K
SNOW
Snowflake Inc.

Technology
388
+ 45.38%
$146.16 - $192.78 $56.7K - $74.8K
1.24K $181K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.64K
+ 13.02%
$11.66 - $14.98 $19.1K - $24.6K
14.2K $194K
QCOM
Qualcomm Inc

Technology
297
+ 1.97%
$151.94 - $175.86 $45.1K - $52.2K
15.4K $2.36M
GD
General Dynamics Corp

Industrials
52
+ 1.58%
$241.94 - $272.58 $12.6K - $14.2K
3.34K $911K
SCHW
Schwab Charles Corp

Financial Services
331
+ 7.6%
$71.24 - $83.64 $23.6K - $27.7K
4.69K $366K
BSX
Boston Scientific Corp

Healthcare
282
+ 23.64%
$89.38 - $106.18 $25.2K - $29.9K
1.48K $148K
YUM
Yum Brands Inc

Consumer Cyclical
112
+ 11.3%
$123.25 - $162.53 $13.8K - $18.2K
1.1K $173K
CHK
Chesapeake Energy Corp

Energy
460
+ 14.74%
N/A
3.58K $306K
ENB
Enbridge Inc

Energy
318
+ 2.43%
$41.54 - $45.45 $13.2K - $14.5K
13.4K $593K
WFC
Wells Fargo & Company

Financial Services
350
+ 4.59%
$66.78 - $81.42 $23.4K - $28.5K
7.98K $572K
SPGI
S&P Global Inc.

Financial Services
29
+ 1.29%
$478.26 - $543.77 $13.9K - $15.8K
2.27K $1.15M
APP
App Lovin Corp

Technology
214
+ 60.45%
$238.08 - $510.13 $50.9K - $109K
568 $150K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.54K
+ 2.23%
$22.25 - $23.0 $34.3K - $35.5K
70.8K $1.63M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
32
+ 0.31%
$58.01 - $64.46 $1.86K - $2.06K
10.5K $649K
CALM
Cal Maine Foods Inc

Consumer Defensive
1.01K
+ 21.08%
$80.87 - $115.8 $81.3K - $116K
5.77K $524K
OR
Osisko Gold Royalties LTD

Basic Materials
25
+ 0.25%
$17.92 - $21.16 $448 - $529
10.1K $214K
BWXT
Bwx Technologies, Inc.

Industrials
443
+ 49.06%
$96.59 - $128.46 $42.8K - $56.9K
1.35K $132K
EXPD
Expeditors International Of Washington Inc

Industrials
157
+ 10.85%
$109.09 - $126.48 $17.1K - $19.9K
1.6K $192K
CTAS
Cintas Corp

Industrials
66
+ 10.44%
$182.09 - $208.14 $12K - $13.7K
698 $143K
IEF
Ishares Barclays

ETFs
49
+ 0.65%
$91.17 - $95.39 $4.47K - $4.67K
7.63K $727K
FCX
Freeport Mcmoran Inc

Basic Materials
699
+ 20.37%
$34.5 - $43.01 $24.1K - $30.1K
4.13K $156K
ARES
Ares Management Corp

Financial Services
364
+ 36.08%
$140.19 - $198.28 $51K - $72.2K
1.37K $201K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
800
+ 24.65%
$62.43 - $84.12 $49.9K - $67.3K
4.05K $263K
CMI
Cummins Inc

Industrials
240
+ 15.38%
$312.92 - $386.07 $75.1K - $92.7K
1.8K $564K
IDXX
Idexx Laboratories Inc

Healthcare
41
+ 7.68%
$406.29 - $469.04 $16.7K - $19.2K
575 $241K
SCI
Service Corp International

Consumer Cyclical
256
+ 16.43%
$75.99 - $84.16 $19.5K - $21.5K
1.81K $145K
SHW
Sherwin Williams CO

Basic Materials
19
+ 1.29%
$330.16 - $365.55 $6.27K - $6.95K
1.5K $522K
TSCO
Tractor Supply CO

Consumer Cyclical
291
+ 13.66%
$51.66 - $57.94 $15K - $16.9K
2.42K $133K
Activity Summary
Buys All Purchases 240 New Holdings 35 Increased Positions 205 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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