Icon Wealth Advisors, LLC Incresed Positions in Q2 2025

Icon Wealth Advisors, LLC

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADP
Automatic Data Processing Inc

Industrials
1.94K
+ 19.39%
$276.76 - $326.81 $537K - $634K
11.9K $3.68M
MPWR
Monolithic Power Systems Inc

Technology
709
+ 110.61%
$455.19 - $737.73 $323K - $523K
1.35K $987K
GE
General Electric CO

Industrials
1.96K
+ 107.05%
$166.81 - $257.39 $327K - $504K
3.79K $975K
MA
Mastercard Inc

Financial Services
695
+ 5.41%
$479.92 - $590.74 $334K - $411K
13.5K $7.61M
XYL
Xylem Inc.

Industrials
4.22K
+ 221.52%
$102.86 - $129.5 $434K - $546K
6.13K $792K
EOG
Eog Resources Inc

Energy
6.26K
+ 27.81%
$104.61 - $129.97 $655K - $813K
28.8K $3.44M
CSGP
Costar Group, Inc.

Real Estate
6.43K
+ 28.69%
$72.62 - $83.22 $467K - $535K
28.9K $2.32M
ISRG
Intuitive Surgical Inc

Healthcare
823
+ 45.8%
$451.58 - $565.94 $372K - $466K
2.62K $1.42M
CME
Cme Group Inc.

Financial Services
1.4K
+ 17.68%
$252.37 - $290.71 $354K - $407K
9.33K $2.57M
COST
Costco Wholesale Corp

Consumer Defensive
335
+ 11.28%
$908.13 - $1056.85 $304K - $354K
3.31K $3.27M
BLD
Top Build Corp

Industrials
1.34K
+ 123.04%
$275.93 - $326.59 $368K - $436K
2.42K $783K
PFE
Pfizer Inc

Healthcare
19K
+ 118.54%
$21.59 - $24.84 $410K - $471K
35K $847K
ZTS
Zoetis Inc.

Healthcare
4.56K
+ 14.39%
$144.41 - $170.3 $658K - $776K
36.2K $5.65M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11.2K
+ 2624.71%
$87.84 - $1441.89 $980K - $16.1M
11.6K $1.04M
BA
Boeing CO

Industrials
1.08K
+ 24.56%
$136.59 - $217.51 $147K - $234K
5.47K $1.15M
BR
Broadridge Financial Solutions, Inc.

Technology
1.6K
+ 85.14%
$217.22 - $246.25 $347K - $394K
3.48K $845K
WMB
Williams Companies, Inc.

Energy
88
+ 0.08%
$54.33 - $62.87 $4.78K - $5.53K
117K $7.37M
TXN
Texas Instruments Inc

Technology
1.84K
+ 8.71%
N/A
22.9K $4.47M
DE
Deere & CO

Industrials
633
+ 72.93%
$412.99 - $531.48 $261K - $336K
1.5K $763K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.37K
+ 14.44%
$151.62 - $183.47 $207K - $250K
10.8K $1.99M
XLF
Financial Sector Spdr

ETFs
6.07K
+ 55.37%
$43.92 - $52.37 $267K - $318K
17K $892K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.48K
+ 27.49%
$109.83 - $131.67 $273K - $327K
11.5K $1.46M
AZN
Astrazeneca PLC

Healthcare
5.13K
+ 65.67%
$64.87 - $75.0 $333K - $385K
12.9K $904K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.45K
+ 16.75%
$85.42 - $94.39 $294K - $325K
24K $2.25M
UBER
Uber Technologies, Inc

Technology
1.09K
+ 10.22%
$64.62 - $93.3 $70.2K - $101K
11.7K $1.09M
FNDF
Schwab Fundamental Intl Large

ETFs
7.57K
+ 238.64%
$32.25 - $40.02 $244K - $303K
10.7K $429K
PG
Procter & Gamble CO

Consumer Defensive
4.24K
+ 13.05%
$157.66 - $172.39 $668K - $731K
36.7K $5.85M
HD
Home Depot, Inc.

Consumer Cyclical
825
+ 5.25%
$335.24 - $380.78 $277K - $314K
16.6K $6.07M
EMB
Ishares Tr

ETFs
2.59K
+ 11.81%
$86.54 - $92.62 $224K - $240K
24.6K $2.27M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.68K
+ 77.69%
$146.74 - $176.07 $246K - $295K
3.83K $621K
CRWD
Crowd Strike Holdings, Inc.

Technology
171
+ 15.31%
$321.63 - $509.31 $55K - $87.1K
1.29K $655K
GLW
Corning Inc

Technology
516
+ 1.52%
$39.07 - $52.59 $20.2K - $27.1K
34.6K $1.82M
HON
Honeywell International Inc

Industrials
217
+ 2.32%
$182.86 - $232.88 $39.7K - $50.5K
9.56K $2.23M
PWR
Quanta Services, Inc.

Industrials
86
+ 4.98%
$239.47 - $381.26 $20.6K - $32.8K
1.81K $685K
IWN
Ishares Russell2000 Val ETF

ETFs
1.49K
+ 87.09%
$131.84 - $157.76 $197K - $235K
3.2K $505K
CHK
Chesapeake Energy Corp

Energy
2.77K
+ 77.23%
N/A
6.35K $543K
T
At&T Inc.

Communication Services
7.3K
+ 21.44%
$26.33 - $28.94 $192K - $211K
41.4K $1.2M
IGRO
Ishares Tr International Divid

ETFs
2.27K
+ 29.6%
$66.32 - $80.17 $150K - $182K
9.92K $782K
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
XLK
Technology Sector Spdr

ETFs
1
+ 0.03%
$179.73 - $253.23 $180 - $253
3.99K $1.01M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
537
+ 54.46%
$201.28 - $266.34 $108K - $143K
1.52K $405K
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
AMD
Advanced Micro Devices Inc

Technology
192
+ 5.55%
$78.21 - $143.81 $15K - $27.6K
3.65K $518K
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
CAT
Caterpillar Inc

Industrials
115
+ 6.28%
$273.94 - $388.21 $31.5K - $44.6K
1.95K $755K
IXUS
Ishares Tr

ETFs
788
+ 7.61%
$62.37 - $77.63 $49.1K - $61.2K
11.1K $860K
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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