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
CHK
Chesapeake Energy Corp

Energy
460
+ 14.74%
N/A
3.58K $306K
ENB
Enbridge Inc

Energy
318
+ 2.43%
$41.54 - $45.45 $13.2K - $14.5K
13.4K $593K
WFC
Wells Fargo & Company

Financial Services
350
+ 4.59%
$66.78 - $81.42 $23.4K - $28.5K
7.98K $572K
SPGI
S&P Global Inc.

Financial Services
29
+ 1.29%
$478.26 - $543.77 $13.9K - $15.8K
2.27K $1.15M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.54K
+ 2.23%
$22.25 - $23.0 $34.3K - $35.5K
70.8K $1.63M
APP
App Lovin Corp

Technology
214
+ 60.45%
$238.08 - $510.13 $50.9K - $109K
568 $150K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
32
+ 0.31%
$58.01 - $64.46 $1.86K - $2.06K
10.5K $649K
CALM
Cal Maine Foods Inc

Consumer Defensive
1.01K
+ 21.08%
$80.87 - $115.8 $81.3K - $116K
5.77K $524K
OR
Osisko Gold Royalties LTD

Basic Materials
25
+ 0.25%
$17.92 - $21.16 $448 - $529
10.1K $214K
EXPD
Expeditors International Of Washington Inc

Industrials
157
+ 10.85%
$109.09 - $126.48 $17.1K - $19.9K
1.6K $192K
CTAS
Cintas Corp

Industrials
66
+ 10.44%
$182.09 - $208.14 $12K - $13.7K
698 $143K
IEF
Ishares Barclays

ETFs
49
+ 0.65%
$91.17 - $95.39 $4.47K - $4.67K
7.63K $727K
FCX
Freeport Mcmoran Inc

Basic Materials
699
+ 20.37%
$34.5 - $43.01 $24.1K - $30.1K
4.13K $156K
ARES
Ares Management Corp

Financial Services
364
+ 36.08%
$140.19 - $198.28 $51K - $72.2K
1.37K $201K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
800
+ 24.65%
$62.43 - $84.12 $49.9K - $67.3K
4.05K $263K
CMI
Cummins Inc

Industrials
240
+ 15.38%
$312.92 - $386.07 $75.1K - $92.7K
1.8K $564K
SCI
Service Corp International

Consumer Cyclical
256
+ 16.43%
$75.99 - $84.16 $19.5K - $21.5K
1.81K $145K
IDXX
Idexx Laboratories Inc

Healthcare
41
+ 7.68%
$406.29 - $469.04 $16.7K - $19.2K
575 $241K
SHW
Sherwin Williams CO

Basic Materials
19
+ 1.29%
$330.16 - $365.55 $6.27K - $6.95K
1.5K $522K
TSCO
Tractor Supply CO

Consumer Cyclical
291
+ 13.66%
$51.66 - $57.94 $15K - $16.9K
2.42K $133K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
350
+ 10.19%
$43.76 - $45.31 $15.3K - $15.9K
3.79K $170K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
135
+ 31.54%
$211.47 - $267.17 $28.5K - $36.1K
563 $119K
PODD
Insulet Corp

Healthcare
57
+ 12.75%
$237.06 - $288.29 $13.5K - $16.4K
504 $132K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
9
+ 0.62%
$73.71 - $87.55 $663 - $788
1.46K $126K
NXPI
Nxp Semiconductors N.V.

Technology
121
+ 21.15%
$189.99 - $245.86 $23K - $29.7K
693 $131K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.68K
+ 1.05%
$17.53 - $17.87 $29.5K - $30.1K
162K $2.84M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.03%
$42.5 - $46.71 $128 - $140
9.59K $433K
TJX
Tjx Companies Inc

Consumer Cyclical
60
+ 1.64%
$112.81 - $126.16 $6.77K - $7.57K
3.71K $451K
HYDB
Ishares Tr Edge High Yield Def

ETFs
203
+ 1.63%
$46.82 - $47.8 $9.5K - $9.7K
12.7K $595K
PWR
Quanta Services, Inc.

Industrials
368
+ 27.08%
$236.71 - $358.03 $87.1K - $132K
1.73K $438K
GS
Goldman Sachs Group Inc

Financial Services
37
+ 8.43%
$524.81 - $672.19 $19.4K - $24.9K
476 $260K
APH
Amphenol Corp

Technology
220
+ 12.98%
$61.62 - $78.55 $13.6K - $17.3K
1.92K $125K
KMX
Carmax Inc

Consumer Cyclical
483
+ 5.98%
$69.25 - $89.19 $33.4K - $43.1K
8.56K $666K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
295
+ 2.12%
$8.29 - $8.97 $2.45K - $2.65K
14.2K $122K
NEE
Nextera Energy Inc

Utilities
541
+ 1.28%
$66.96 - $76.16 $36.2K - $41.2K
42.9K $3.04M
BLDR
Builders First Source, Inc.

Industrials
244
+ 17.69%
$122.8 - $173.51 $30K - $42.3K
1.62K $202K
LHX
L3 Harris Technologies, Inc.

Industrials
21
+ 2.38%
$194.65 - $222.86 $4.09K - $4.68K
904 $189K
FDS
Factset Research Systems Inc

Financial Services
29
+ 7.61%
$427.5 - $476.51 $12.4K - $13.8K
410 $186K
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 8.86%
$4295.4 - $5141.88 $30.1K - $36K
86 $396K
DGX
Quest Diagnostics Inc

Healthcare
30
+ 3.56%
N/A
872 $119K
MDIV
First Trust Multi Asset Divers

ETFs
105
+ 1.36%
$16.02 - $16.68 $1.68K - $1.75K
7.85K $128K
SEIC
Sei Investments CO

Financial Services
172
+ 7.74%
$72.08 - $86.58 $12.4K - $14.9K
2.39K $185K
FTSL
First Trust Senior Ln Fund

ETFs
85
+ 1.72%
$45.65 - $46.48 $3.88K - $3.95K
5.03K $229K
Brookfield Asset Managmt LTD Cl A Lmt Vtg Shs
1.54K
+ 72.46%
N/A
3.67K $0
Brookfield Corp Cl A LTD Vt Sh
1.95K
+ 16.12%
N/A
14.1K $0
Ishares International Dividend Active ETF
59
+ 0.86%
N/A
6.9K $0
HYGW
Ishares Tr High Yield Corporat
434
+ 2.61%
N/A
17.1K $0
Smurfit Westrock PLC Shs
65
+ 0.41%
N/A
15.8K $0
Blackrock Inc Com
20
+ 1.13%
N/A
1.8K $0
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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