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
CTVA
Corteva, Inc.

Basic Materials
75
+ 1.0%
$55.21 - $64.13 $4.14K - $4.81K
7.56K $430K
CAT
Caterpillar Inc

Industrials
115
+ 5.88%
$360.37 - $416.88 $41.4K - $47.9K
2.07K $750K
WPM
Wheaton Precious Metals Corp.

Basic Materials
7
+ 0.23%
$56.08 - $68.53 $393 - $480
3.03K $170K
PBA
Pembina Pipeline Corp

Energy
36
+ 0.98%
$35.89 - $43.35 $1.29K - $1.56K
3.72K $137K
COP
Conocophillips

Energy
534
+ 4.45%
$95.12 - $114.72 $50.8K - $61.3K
12.5K $1.24M
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 0.23%
$208.94 - $264.22 $418 - $528
883 $185K
AMAT
Applied Materials Inc

Technology
196
+ 12.04%
$161.44 - $213.89 $31.6K - $41.9K
1.82K $296K
BAH
Booz Allen Hamilton Holding Corp

Industrials
39
+ 3.36%
$128.36 - $186.0 $5.01K - $7.25K
1.2K $154K
BSM
Black Stone Minerals, L.P.

Energy
243
+ 0.3%
$13.86 - $15.57 $3.37K - $3.78K
81.8K $1.19M
DHR
Danaher Corp

Healthcare
587
+ 16.25%
$226.16 - $274.52 $133K - $161K
4.2K $963K
ITW
Illinois Tool Works Inc

Industrials
6
+ 0.11%
$253.56 - $278.5 $1.52K - $1.67K
5.39K $1.37M
IDXX
Idexx Laboratories Inc

Healthcare
11
+ 2.1%
$406.92 - $495.42 $4.48K - $5.45K
534 $220K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
145
+ 1.41%
$58.88 - $64.8 $8.54K - $9.4K
10.4K $614K
CVX
Chevron Corp

Energy
1.55K
+ 1.35%
$141.15 - $162.53 $219K - $252K
116K $16.9M
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.17%
$114.45 - $127.21 $2.06K - $2.29K
10.5K $1.22M
NOC
Northrop Grumman Corp

Industrials
6
+ 0.47%
$466.52 - $543.88 $2.8K - $3.26K
1.28K $599K
HPQ
Hp Inc

Technology
59
+ 0.22%
$32.46 - $39.3 $1.92K - $2.32K
27.1K $885K
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.83K
+ 10.24%
$87.1 - $98.49 $508K - $574K
62.7K $5.48M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.07%
$244.52 - $284.07 $734 - $852
4.57K $1.13M
UNP
Union Pacific Corp

Industrials
10
+ 0.16%
$223.15 - $249.32 $2.23K - $2.49K
6.34K $1.44M
GD
General Dynamics Corp

Industrials
16
+ 0.49%
$260.28 - $314.03 $4.16K - $5.02K
3.29K $867K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
58
+ 0.46%
$209.89 - $233.24 $12.2K - $13.5K
12.7K $2.7M
IEFA
Ishares Tr

ETFs
314
+ 1.58%
$70.06 - $77.43 $22K - $24.3K
20.2K $1.42M
MBB
Ishares Tr

ETFs
4.43K
+ 3.26%
$91.26 - $95.82 $405K - $425K
141K $12.9M
PSX
Phillips 66

Energy
1.56K
+ 7.91%
$110.35 - $138.93 $172K - $216K
21.2K $2.42M
HD
Home Depot, Inc.

Consumer Cyclical
211
+ 1.35%
$385.02 - $431.37 $81.2K - $91K
15.8K $6.15M
MCD
Mcdonalds Corp

Consumer Cyclical
60
+ 0.39%
$288.47 - $316.54 $17.3K - $19K
15.4K $4.47M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
209
+ 0.51%
$31.24 - $37.15 $6.53K - $7.76K
41.4K $1.33M
LMT
Lockheed Martin Corp

Industrials
328
+ 7.43%
$479.66 - $614.62 $157K - $202K
4.74K $2.31M
PEP
Pepsico Inc

Consumer Defensive
545
+ 1.92%
$151.29 - $176.1 $82.5K - $96K
28.9K $4.39M
IVE
Ishares S&P 500 Value ETF

ETFs
560
+ 0.66%
$189.5 - $206.17 $106K - $115K
85.7K $16.4M
NEE
Nextera Energy Inc

Utilities
167
+ 0.4%
$69.77 - $85.43 $11.7K - $14.3K
42.4K $3.04M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
19.9K
+ 6.6%
$55.45 - $61.08 $1.1M - $1.21M
321K $17.8M
ABBV
Abb Vie Inc.

Healthcare
581
+ 1.5%
$164.99 - $203.87 $95.9K - $118K
39.3K $6.99M
MRK
Merck & Co., Inc.

Healthcare
20
+ 0.04%
$96.31 - $114.76 $1.93K - $2.3K
48.1K $4.78M
EFV
Msci Eafe Value ETF

ETFs
29.6K
+ 5.25%
$51.78 - $57.15 $1.53M - $1.69M
593K $31.1M
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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