Icon Wealth Advisors, LLC Incresed Positions in Q3 2024

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
7.6K
+ 125.69%
$453.41 - $572.44 $3.45M - $4.35M
13.7K $7.81M
RGEN
Repligen Corp

Healthcare
31.1K
+ 2081.58%
$119.79 - $167.35 $3.72M - $5.2M
32.6K $4.85M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
12.5K
+ 3385.41%
$305.34 - $350.41 $3.82M - $4.39M
12.9K $4.45M
KNSL
Kinsale Capital Group, Inc.

Financial Services
8.97K
+ 477.49%
$370.41 - $491.09 $3.32M - $4.41M
10.9K $5.05M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
3.66K
+ 746.73%
$1015.62 - $1159.62 $3.72M - $4.24M
4.15K $4.78M
ENTG
Entegris Inc

Technology
38K
+ 983.44%
$98.09 - $146.48 $3.73M - $5.57M
41.9K $4.71M
WST
West Pharmaceutical Services Inc

Healthcare
13.8K
+ 784.04%
$277.16 - $333.3 $3.81M - $4.58M
15.5K $4.65M
UPS
United Parcel Service Inc

Industrials
29K
+ 356.62%
$123.32 - $147.38 $3.57M - $4.27M
37.1K $5.06M
AMZN
Amazon Com Inc

Consumer Cyclical
25.6K
+ 20.45%
$161.02 - $200.0 $4.12M - $5.12M
151K $28.1M
ARGX
Argenx Se

Healthcare
6.64K
+ 1302.75%
$434.22 - $551.9 $2.88M - $3.67M
7.15K $3.88M
PLD
Prologis, Inc.

Real Estate
25.9K
+ 274.91%
$111.95 - $132.43 $2.9M - $3.43M
35.4K $4.47M
ICLR
Icon PLC

Healthcare
11.8K
+ 861.09%
$280.48 - $346.2 $3.32M - $4.1M
13.2K $3.8M
AMT
American Tower Corp

Real Estate
12.9K
+ 456.44%
$192.27 - $242.73 $2.49M - $3.14M
15.8K $3.67M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
12.7K
+ 2961.21%
$211.47 - $281.27 $2.68M - $3.56M
13.1K $3.22M
GD
General Dynamics Corp

Industrials
9.98K
+ 316.15%
$279.51 - $308.09 $2.79M - $3.08M
13.1K $3.97M
ROP
Roper Technologies Inc

Industrials
5.32K
+ 1352.67%
$515.25 - $576.55 $2.74M - $3.06M
5.71K $3.18M
ISRG
Intuitive Surgical Inc

Healthcare
5.74K
+ 318.53%
$416.14 - $494.01 $2.39M - $2.84M
7.54K $3.71M
VRSK
Verisk Analytics, Inc.

Industrials
10.7K
+ 899.08%
$260.31 - $285.99 $2.79M - $3.07M
11.9K $3.19M
UAL
United Airlines Holdings, Inc.

Industrials
49.9K
+ 1886.55%
$37.88 - $58.85 $1.89M - $2.94M
52.6K $3M
BX
Blackstone Inc.

Financial Services
18.1K
+ 2185.4%
$120.77 - $159.66 $2.19M - $2.89M
18.9K $2.9M
GNRC
Generac Holdings Inc.

Industrials
17.3K
+ 2060.45%
$133.16 - $159.78 $2.31M - $2.77M
18.2K $2.89M
MSI
Motorola Solutions, Inc.

Technology
5.93K
+ 1532.04%
$385.65 - $450.49 $2.29M - $2.67M
6.32K $2.84M
QCOM
Qualcomm Inc

Technology
18.3K
+ 123.16%
$156.12 - $209.64 $2.86M - $3.84M
33.2K $5.64M
RACE
Ferrari N.V.

Consumer Cyclical
5.64K
+ 1403.23%
$405.92 - $496.79 $2.29M - $2.8M
6.04K $2.84M
FDL
First Tr Morningstar Dividend

ETFs
60.4K
+ 307.7%
$37.66 - $42.06 $2.27M - $2.54M
80K $3.36M
NGG
National Grid PLC

Utilities
36.2K
+ 1620.16%
$57.14 - $70.48 $2.07M - $2.55M
38.5K $2.68M
SHEL
Shell PLC

Energy
38.7K
+ 1120.54%
$65.65 - $73.28 $2.54M - $2.84M
42.2K $2.78M
LOW
Lowes Companies Inc

Consumer Cyclical
7.79K
+ 185.26%
$213.3 - $270.78 $1.66M - $2.11M
12K $3.25M
WCN
Waste Connections, Inc.

Industrials
12.5K
+ 1300.52%
$173.92 - $186.5 $2.18M - $2.34M
13.5K $2.41M
NKE
Nike, Inc.

Consumer Cyclical
23.5K
+ 293.54%
$71.09 - $89.44 $1.67M - $2.1M
31.5K $2.78M
BND
Vanguard Bd Index Fd Inc Total

ETFs
28.3K
+ 1048.61%
$71.45 - $75.64 $2.02M - $2.14M
31K $2.33M
IQV
Iqvia Holdings Inc.

Healthcare
8.38K
+ 1608.06%
$206.81 - $251.55 $1.73M - $2.11M
8.9K $2.11M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
9.76K
+ 759.77%
$175.46 - $203.3 $1.71M - $1.98M
11K $2.24M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.1K
+ 902.94%
$117.9 - $128.2 $1.78M - $1.93M
16.7K $2.15M
DEO
Diageo PLC

Consumer Defensive
13.5K
+ 1139.49%
$120.02 - $140.77 $1.62M - $1.9M
14.7K $2.06M
FDS
Factset Research Systems Inc

Financial Services
4.04K
+ 1068.25%
$397.04 - $469.48 $1.6M - $1.9M
4.42K $2.03M
ICE
Intercontinental Exchange, Inc.

Financial Services
9.91K
+ 97.67%
$136.93 - $162.81 $1.36M - $1.61M
20.1K $3.22M
VIG
Vanguard Dividend Appreciation

ETFs
9.46K
+ 312.94%
$182.15 - $182.15 $1.72M - $1.72M
12.5K $2.27M
MUSA
Murphy Usa Inc.

Consumer Cyclical
3.37K
+ 1465.22%
$452.85 - $536.35 $1.53M - $1.81M
3.6K $1.77M
DFS
Discover Financial Services

Financial Services
11.7K
+ 445.87%
$123.41 - $144.72 $1.44M - $1.69M
14.3K $2M
ROK
Rockwell Automation, Inc

Industrials
6.07K
+ 775.73%
$248.27 - $294.37 $1.51M - $1.79M
6.86K $1.84M
EMN
Eastman Chemical CO

Basic Materials
14.3K
+ 1441.55%
$93.82 - $113.74 $1.34M - $1.63M
15.3K $1.72M
GILD
Gilead Sciences, Inc.

Healthcare
18.3K
+ 1281.33%
$66.59 - $83.99 $1.22M - $1.53M
19.7K $1.65M
ALL
Allstate Corp

Financial Services
7.86K
+ 462.6%
$158.43 - $192.86 $1.24M - $1.51M
9.55K $1.81M
FRPT
Freshpet, Inc.

Consumer Defensive
11.1K
+ 529.47%
$115.58 - $142.2 $1.28M - $1.58M
13.2K $1.81M
CMCSA
Comcast Corp

Communication Services
35.8K
+ 257.4%
$37.33 - $41.78 $1.34M - $1.5M
49.7K $2.08M
TYL
Tyler Technologies Inc

Technology
2.29K
+ 151.09%
$499.52 - $595.46 $1.14M - $1.36M
3.8K $2.22M
PCTY
Paylocity Holding Corp

Technology
7.95K
+ 303.4%
$132.0 - $165.41 $1.05M - $1.31M
10.6K $1.74M
TT
Trane Technologies PLC

Industrials
3.25K
+ 172.83%
$314.21 - $388.71 $1.02M - $1.26M
5.13K $1.99M
Activity Summary
Buys All Purchases 265 New Holdings 70 Increased Positions 195 Sells All Sells 214 Reductions 214 Sold out 0 Options Calls 0 Puts 0
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