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
PWR
Quanta Services, Inc.

Industrials
4.37K
+ 424.37%
$239.58 - $298.23 $1.05M - $1.3M
5.4K $1.61M
LHX
L3 Harris Technologies, Inc.

Industrials
5.3K
+ 598.87%
$221.96 - $243.27 $1.18M - $1.29M
6.19K $1.47M
ENB
Enbridge Inc

Energy
29.6K
+ 227.79%
$35.27 - $41.18 $1.04M - $1.22M
42.6K $1.73M
ANET
Arista Networks, Inc.

Technology
3.19K
+ 312.13%
$311.42 - $388.21 $993K - $1.24M
4.21K $1.62M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.1K
+ 232.93%
$147.95 - $191.05 $1.05M - $1.36M
10.1K $1.76M
TXN
Texas Instruments Inc

Technology
6.09K
+ 30.39%
$194.6 - $194.6 $1.18M - $1.18M
26.1K $5.08M
MLM
Martin Marietta Materials Inc

Basic Materials
2.15K
+ 503.28%
$502.48 - $593.35 $1.08M - $1.28M
2.58K $1.39M
APH
Amphenol Corp

Technology
16.8K
+ 990.24%
$58.39 - $70.41 $983K - $1.19M
18.5K $1.21M
NOW
Service Now, Inc.

Technology
386
+ 5.56%
$730.87 - $937.36 $282K - $362K
7.33K $6.56M
CTVA
Corteva, Inc.

Basic Materials
17.6K
+ 236.19%
$50.72 - $58.78 $892K - $1.03M
25K $1.47M
ENSG
Ensign Group, Inc

Healthcare
6.55K
+ 210.92%
$124.14 - $153.65 $812K - $1.01M
9.65K $1.39M
MCK
Mckesson Corp

Healthcare
1.92K
+ 457.52%
$479.06 - $630.38 $918K - $1.21M
2.34K $1.15M
HEI
Heico Corp

Industrials
2.96K
+ 90.2%
$220.59 - $267.96 $654K - $794K
6.25K $1.63M
IDCC
Inter Digital, Inc.

Communication Services
5.64K
+ 161.14%
$116.28 - $141.69 $656K - $799K
9.14K $1.3M
JCI
Johnson Controls International PLC

Industrials
10.8K
+ 387.67%
$65.52 - $77.61 $711K - $842K
13.6K $1.06M
SYK
Stryker Corp

Healthcare
2.32K
+ 461.35%
$315.94 - $371.96 $732K - $861K
2.82K $1.02M
BLD
Top Build Corp

Industrials
2.01K
+ 704.56%
$360.4 - $479.09 $724K - $962K
2.29K $932K
EXPO
Exponent Inc

Industrials
6.56K
+ 215.51%
$93.45 - $115.28 $613K - $756K
9.6K $1.11M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
15.5K
+ 30.63%
$43.5 - $45.75 $676K - $711K
66.2K $3.03M
HUBB
Hubbell Inc

Industrials
1.8K
+ 553.07%
$355.55 - $428.48 $641K - $773K
2.13K $911K
JKHY
Henry Jack & Associates Inc

Technology
4.4K
+ 394.53%
$160.87 - $177.06 $708K - $779K
5.51K $973K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
558
+ 516.67%
$1066.32 - $1355.99 $595K - $757K
666 $877K
PHO
Invesco Exchange Traded Fd Tr

ETFs
10.6K
+ 623.43%
$63.82 - $70.54 $678K - $749K
12.3K $869K
BDX
Becton Dickinson & CO

Healthcare
3.05K
+ 488.62%
$221.47 - $242.41 $675K - $739K
3.67K $885K
HYG
Ishares Tr

ETFs
8.8K
+ 419.49%
$76.72 - $80.36 $675K - $707K
10.9K $875K
BL
Blackline, Inc.

Technology
12.4K
+ 307.53%
$43.75 - $55.15 $543K - $685K
16.5K $907K
MRVL
Marvell Technology, Inc.

Technology
9.71K
+ 393.07%
$56.15 - $76.24 $545K - $740K
12.2K $877K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
4.9K
+ 113.66%
$136.7 - $155.95 $670K - $764K
9.21K $1.31M
MAR
Marriott International Inc

Consumer Cyclical
2.77K
+ 239.81%
$211.35 - $255.11 $584K - $705K
3.92K $974K
CLH
Clean Harbors Inc

Industrials
2.75K
+ 513.43%
$219.55 - $249.19 $604K - $686K
3.29K $794K
ELV
Elevance Health, Inc.

Healthcare
1.28K
+ 157.9%
$500.12 - $562.29 $640K - $719K
2.09K $1.09M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
4.32K
+ 118.83%
$89.87 - $124.16 $388K - $536K
7.95K $987K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.79K
+ 264.39%
$57.32 - $62.65 $561K - $613K
13.5K $840K
GWRE
Guidewire Software, Inc.

Technology
2.51K
+ 72.35%
$137.04 - $182.94 $344K - $460K
5.98K $1.09M
PANW
Palo Alto Networks Inc

Technology
1.79K
+ 168.67%
$294.18 - $368.01 $527K - $660K
2.86K $976K
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.06K
+ 444.8%
$75.32 - $84.37 $532K - $596K
8.65K $723K
ANSS
Ansys Inc

Technology
1.89K
+ 124.0%
$296.54 - $331.25 $559K - $625K
3.41K $1.08M
AVY
Avery Dennison Corp

Industrials
2.66K
+ 553.54%
$202.27 - $224.18 $537K - $596K
3.14K $692K
IWN
Ishares Russell2000 Val ETF

ETFs
3.19K
+ 185.78%
$150.05 - $171.34 $478K - $546K
4.9K $818K
FMB
First Tr Exchange Traded Fd Ii

ETFs
10.4K
+ 211.58%
$51.0 - $52.05 $532K - $543K
15.4K $798K
SHW
Sherwin Williams CO

Basic Materials
978
+ 47.5%
$294.65 - $384.0 $288K - $376K
3.04K $1.16M
TJX
Tjx Companies Inc

Consumer Cyclical
4.22K
+ 138.55%
$107.93 - $120.23 $456K - $508K
7.27K $854K
BCE
Bce Inc

Communication Services
13.8K
+ 442.82%
$31.33 - $36.08 $432K - $497K
16.9K $587K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
9K
+ 121.44%
$46.67 - $50.52 $420K - $455K
16.4K $829K
PH
Parker Hannifin Corp

Industrials
669
+ 205.21%
$501.01 - $635.92 $335K - $425K
995 $628K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
3.95K
+ 244.76%
$97.66 - $119.74 $386K - $473K
5.56K $622K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.48K
+ 162.93%
$51.02 - $52.74 $433K - $447K
13.7K $720K
DUK
Duke Energy Corp

Utilities
3.68K
+ 259.06%
$99.35 - $117.71 $365K - $433K
5.1K $587K
PTC
Ptc Inc.

Technology
2.45K
+ 408.85%
$164.85 - $187.32 $404K - $459K
3.05K $550K
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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