Icon Wealth Advisors, LLC Purchases in Q2 2025

Icon Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.09K
+ 29.95%
$48.13 - $49.85 $197K - $204K
17.8K $870K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.26K
+ 4.99%
$63.54 - $68.5 $207K - $223K
68.6K $4.63M
VST
Vistra Corp.

Utilities
986
New
$98.07 - $195.04 $96.7K - $192K
986 $191K
XLK
Technology Sector Spdr

ETFs
1
+ 0.03%
$179.73 - $253.23 $180 - $253
3.99K $1.01M
CEG
Constellation Energy Corp

Utilities
581
New
$170.96 - $322.76 $99.3K - $188K
581 $187K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
537
+ 54.46%
$201.28 - $266.34 $108K - $143K
1.52K $405K
STX
Seagate Technology Holdings PLC

Technology
1.25K
New
$66.54 - $144.33 $83K - $180K
1.25K $179K
IEFA
Ishares Tr

ETFs
281
+ 1.42%
$67.83 - $84.09 $19.1K - $23.6K
20K $1.67M
STWD
Starwood Property Trust, Inc.

Real Estate
8.25K
+ 21.59%
$17.28 - $20.41 $143K - $168K
46.4K $932K
VVV
Valvoline Inc

Energy
4.59K
New
$31.48 - $38.2 $145K - $175K
4.59K $173K
AMD
Advanced Micro Devices Inc

Technology
192
+ 5.55%
$78.21 - $143.81 $15K - $27.6K
3.65K $518K
ICLR
Icon PLC

Healthcare
1.12K
New
$126.62 - $168.7 $142K - $190K
1.12K $163K
AXON
Axon Enterprise, Inc.

Industrials
195
New
$497.13 - $827.94 $96.9K - $161K
195 $161K
LECO
Lincoln Electric Holdings Inc

Industrials
770
New
$167.18 - $211.38 $129K - $163K
770 $159K
GS
Goldman Sachs Group Inc

Financial Services
115
+ 24.16%
$462.22 - $707.75 $53.2K - $81.4K
591 $418K
SCHW
Schwab Charles Corp

Financial Services
1.04K
+ 22.27%
$69.06 - $91.24 $72.1K - $95.3K
5.73K $522K
DRI
Darden Restaurants Inc

Consumer Cyclical
703
New
$186.58 - $225.78 $131K - $159K
703 $153K
CAT
Caterpillar Inc

Industrials
115
+ 6.28%
$273.94 - $388.21 $31.5K - $44.6K
1.95K $755K
MCHP
Microchip Technology Inc

Technology
2.12K
New
$35.34 - $71.6 $75K - $152K
2.12K $149K
OMF
One Main Holdings, Inc.

Financial Services
2.62K
New
$40.42 - $57.0 $106K - $149K
2.62K $149K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
444
New
$177.93 - $313.14 $79K - $139K
444 $139K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
14.8K
New
$8.28 - $9.42 $123K - $140K
14.8K $139K
IXUS
Ishares Tr

ETFs
788
+ 7.61%
$62.37 - $77.63 $49.1K - $61.2K
11.1K $860K
HII
Huntington Ingalls Industries, Inc.

Industrials
570
New
$183.31 - $241.46 $104K - $138K
570 $137K
EMR
Emerson Electric CO

Industrials
126
+ 2.48%
$94.15 - $133.33 $11.9K - $16.8K
5.21K $694K
BX
Blackstone Inc.

Financial Services
822
+ 67.43%
$120.07 - $151.11 $98.7K - $124K
2.04K $305K
CBRE
Cbre Group, Inc.

Real Estate
949
New
$113.94 - $140.12 $108K - $133K
949 $132K
APAM
Artisan Partners Asset Management Inc.

Financial Services
2.95K
New
$33.85 - $44.55 $99.7K - $131K
2.95K $130K
PANW
Palo Alto Networks Inc

Technology
160
+ 5.6%
$152.44 - $204.64 $24.4K - $32.7K
3.02K $617K
ILMN
Illumina, Inc.

Healthcare
1.36K
New
$70.3 - $95.41 $95.3K - $129K
1.36K $129K
JNJ
Johnson & Johnson

Healthcare
3.75K
+ 11.04%
$146.36 - $159.82 $548K - $599K
37.7K $5.76M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
2.84K
New
$39.94 - $44.64 $114K - $127K
2.84K $126K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
386
New
$224.32 - $326.09 $86.6K - $126K
386 $125K
WAL
Western Alliance Bancorporation

Financial Services
1.6K
New
$61.0 - $79.94 $97.3K - $128K
1.6K $124K
IBP
Installed Building Products, Inc.

Consumer Cyclical
685
New
$153.99 - $182.0 $105K - $125K
685 $123K
SYK
Stryker Corp

Healthcare
256
+ 27.21%
$337.37 - $395.63 $86.4K - $101K
1.2K $473K
CWK
Cushman & Wakefield PLC

Real Estate
11.1K
New
$7.9 - $11.13 $87.5K - $123K
11.1K $122K
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.22K
+ 77.0%
$72.96 - $90.39 $89.2K - $110K
2.81K $251K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
896
+ 60.66%
$105.8 - $131.55 $94.8K - $118K
2.37K $305K
HTBK
Heritage Commerce Corp

Financial Services
12.1K
New
$8.25 - $9.93 $100K - $121K
12.1K $120K
ZION
Zions Bancorporation, National Association

Financial Services
2.24K
New
$41.39 - $51.94 $92.5K - $116K
2.24K $116K
HWM
Howmet Aerospace Inc.

Industrials
622
New
$112.33 - $186.13 $69.9K - $116K
622 $115K
SIGI
Selective Insurance Group Inc

Financial Services
1.34K
New
$82.37 - $92.83 $110K - $124K
1.34K $115K
XSW
Spdr S&P Software & Services E

ETFs
604
New
$141.65 - $189.82 $85.6K - $115K
604 $114K
ESI
Element Solutions Inc

Basic Materials
5K
New
$17.5 - $22.96 $87.5K - $115K
5K $113K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
2.16K
New
$37.6 - $52.03 $81.2K - $112K
2.16K $112K
AR
Antero Resources Corp

Energy
2.8K
New
$31.92 - $43.78 $89.5K - $123K
2.8K $112K
CADE
Cadence Bank

Financial Services
3.48K
New
$26.42 - $32.41 $91.9K - $113K
3.48K $111K
ZLAB
Zai Lab LTD

Healthcare
3.19K
New
$24.32 - $43.03 $77.5K - $137K
3.19K $111K
Activity Summary
Buys All Purchases 295 New Holdings 65 Increased Positions 230 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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