Icon Wealth Advisors, LLC Incresed Positions in Q1 2025

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
129
+ 1.31%
$286.85 - $318.64 $37K - $41.1K
10K $3.06M
KO
Coca Cola CO

Consumer Defensive
89
+ 0.53%
$60.81 - $72.32 $5.41K - $6.44K
16.9K $1.21M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.06K
+ 97.44%
$161.13 - $209.29 $171K - $223K
2.16K $356K
TXN
Texas Instruments Inc

Technology
811
+ 4.0%
N/A
21.1K $4.11M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
40
+ 10.39%
$1187.71 - $1432.58 $47.5K - $57.3K
425 $608K
XLI
Industrial Sector Spdr

ETFs
1.18K
+ 18.58%
$128.78 - $141.67 $152K - $167K
7.55K $988K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.6K
+ 61.05%
$91.45 - $91.75 $146K - $147K
4.21K $386K
LNG
Cheniere Energy, Inc.

Energy
534
+ 38.31%
$209.32 - $253.66 $112K - $135K
1.93K $446K
AMT
American Tower Corp

Real Estate
312
+ 13.49%
$173.46 - $217.6 $54.1K - $67.9K
2.62K $570K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
2.17K
+ 18.9%
$46.55 - $51.16 $101K - $111K
13.7K $677K
COST
Costco Wholesale Corp

Consumer Defensive
56
+ 1.92%
$890.62 - $1076.86 $49.9K - $60.3K
2.97K $2.81M
PLTR
Palantir Technologies Inc.

Technology
1.16K
+ 32.35%
$64.98 - $124.62 $75.5K - $145K
4.75K $401K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
940
+ 2.27%
$30.38 - $34.94 $28.6K - $32.8K
42.3K $1.45M
MCK
Mckesson Corp

Healthcare
96
+ 18.75%
$566.21 - $672.99 $54.4K - $64.6K
608 $409K
PANW
Palo Alto Networks Inc

Technology
784
+ 37.8%
$167.82 - $208.28 $132K - $163K
2.86K $487K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.27K
+ 38.2%
$83.18 - $89.27 $106K - $114K
4.61K $385K
IXUS
Ishares Tr

ETFs
944
+ 10.04%
$65.06 - $72.31 $61.4K - $68.3K
10.3K $722K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
140
+ 8.45%
$80.53 - $147.57 $11.3K - $20.7K
1.8K $237K
ROP
Roper Technologies Inc

Industrials
117
+ 29.77%
$502.71 - $593.81 $58.8K - $69.5K
510 $300K
STWD
Starwood Property Trust, Inc.

Real Estate
3.2K
+ 9.14%
$18.41 - $20.53 $58.9K - $65.7K
38.2K $755K
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
BLD
Top Build Corp

Industrials
286
+ 35.79%
$295.17 - $354.82 $84.4K - $101K
1.09K $330K
SCM
Stellus Capital Investment Corp

Financial Services
3.61K
+ 2.75%
$13.64 - $15.5 $49.3K - $56K
135K $1.89M
BA
Boeing CO

Industrials
618
+ 16.39%
$148.15 - $186.25 $91.6K - $115K
4.39K $748K
MNST
Monster Beverage Corp

Consumer Defensive
751
+ 11.92%
$46.16 - $58.58 $34.7K - $44K
7.05K $412K
SYK
Stryker Corp

Healthcare
189
+ 25.13%
$355.18 - $399.9 $67.1K - $75.6K
941 $350K
EMLP
First Tr Exchange Traded Iv

ETFs
182
+ 0.45%
$35.79 - $38.28 $6.51K - $6.97K
40.3K $1.51M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
366
+ 80.62%
$254.58 - $302.92 $93.2K - $111K
820 $209K
ET
Energy Transfer LP

Energy
14.2K
+ 7.66%
$17.26 - $21.08 $246K - $300K
200K $3.71M
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
NVS
Novartis Ag

Healthcare
164
+ 5.42%
$97.14 - $115.57 $15.9K - $19K
3.19K $355K
SPOT
Spotify Technology S.A.

Communication Services
68
+ 28.69%
$457.79 - $648.32 $31.1K - $44.1K
305 $167K
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
SNOW
Snowflake Inc.

Technology
388
+ 45.38%
$146.16 - $192.78 $56.7K - $74.8K
1.24K $181K
FNV
Franco Nevada Corp

Basic Materials
3
+ 0.25%
$120.72 - $157.56 $362 - $473
1.22K $192K
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
SCHW
Schwab Charles Corp

Financial Services
331
+ 7.6%
$71.24 - $83.64 $23.6K - $27.7K
4.69K $366K
GD
General Dynamics Corp

Industrials
52
+ 1.58%
$241.94 - $272.58 $12.6K - $14.2K
3.34K $911K
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
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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