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
Ishares Flexible Income Active ETF
11.9K
+ 6.5%
N/A
195K $0
STEL
Stellar Bancorp Inc
20.5K
+ 155.43%
N/A
33.8K $0
FMB
First Tr Exchange Traded Fd Ii

ETFs
41
+ 0.82%
$50.17 - $51.45 $2.06K - $2.11K
5.04K $254K
Ge Vernova Inc Com
546
+ 86.67%
N/A
1.18K $0
Ft Energy Income Partners Enhanced Income ETF
355
+ 1.86%
N/A
19.4K $0
UAL
United Airlines Holdings, Inc.

Industrials
730
+ 40.74%
$69.05 - $110.52 $50.4K - $80.7K
2.52K $174K
Ishares Advantage Large Cap Income ETF
59
+ 0.99%
N/A
6.02K $0
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
41
+ 0.45%
$11.13 - $11.61 $456 - $476
9.15K $102K
Linde PLC Shs
24
+ 0.63%
N/A
3.82K $0
Morgan Stanley Direct Lending Com Shs
5.49K
+ 54.28%
N/A
15.6K $0
PH
Parker Hannifin Corp

Industrials
13
+ 3.87%
$591.65 - $707.05 $7.69K - $9.19K
349 $212K
PFE
Pfizer Inc

Healthcare
651
+ 4.24%
$25.01 - $27.13 $16.3K - $17.7K
16K $405K
SPG
Simon Property Group Inc

Real Estate
50
+ 3.01%
$159.48 - $187.78 $7.97K - $9.39K
1.71K $284K
MSI
Motorola Solutions, Inc.

Technology
16
+ 4.15%
$411.73 - $482.1 $6.59K - $7.71K
402 $175K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
67
+ 0.7%
$14.19 - $15.01 $951 - $1.01K
9.7K $139K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
899
+ 17.67%
$47.79 - $59.89 $43K - $53.8K
5.99K $300K
CLH
Clean Harbors Inc

Industrials
55
+ 9.47%
$188.14 - $246.1 $10.3K - $13.5K
636 $125K
BX
Blackstone Inc.

Financial Services
179
+ 17.21%
$136.53 - $186.74 $24.4K - $33.4K
1.22K $170K
DOCU
Docusign, Inc.

Technology
27
+ 1.55%
$74.7 - $97.7 $2.02K - $2.64K
1.77K $144K
ITW
Illinois Tool Works Inc

Industrials
61
+ 1.13%
$244.9 - $274.48 $14.9K - $16.7K
5.45K $1.35M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
725
+ 1.48%
$44.96 - $47.9 $32.6K - $34.7K
49.6K $2.25M
NOG
Northern Oil & Gas, Inc.

Energy
1.09K
+ 14.57%
$26.89 - $42.07 $29.4K - $46K
8.59K $259K
AMAT
Applied Materials Inc

Technology
84
+ 4.61%
$145.06 - $195.51 $12.2K - $16.4K
1.91K $276K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.06%
$149.27 - $169.4 $149 - $169
1.71K $258K
SOXX
Ishares Semiconductor ETF

ETFs
32
+ 2.5%
$188.17 - $235.81 $6.02K - $7.55K
1.31K $247K
IVW
Ishares S&P 500 Growth ETF

ETFs
36K
+ 9.27%
$92.45 - $106.69 $3.33M - $3.84M
424K $39.4M
DEO
Diageo PLC

Consumer Defensive
94
+ 4.49%
$104.79 - $126.12 $9.85K - $11.9K
2.19K $229K
SYF
Synchrony Financial

Financial Services
3
+ 0.09%
$51.9 - $70.63 $156 - $212
3.32K $175K
SQ
Block, Inc.

Technology
282
+ 13.13%
$54.04 - $92.95 $15.2K - $26.2K
2.43K $138K
MAR
Marriott International Inc

Consumer Cyclical
10
+ 0.87%
$237.01 - $304.45 $2.37K - $3.04K
1.16K $276K
XLK
Technology Sector Spdr

ETFs
250
+ 6.7%
$206.38 - $242.18 $51.6K - $60.5K
3.98K $822K
IETC
Ishares U S ETF Tr

ETFs
4
+ 0.08%
$74.94 - $89.98 $300 - $360
4.71K $352K
LOW
Lowes Companies Inc

Consumer Cyclical
21
+ 0.46%
$222.66 - $268.42 $4.68K - $5.64K
4.59K $1.07M
GLW
Corning Inc

Technology
36
+ 0.11%
$44.91 - $54.25 $1.62K - $1.95K
34K $1.56M
EMR
Emerson Electric CO

Industrials
106
+ 2.13%
$108.64 - $131.17 $11.5K - $13.9K
5.09K $557K
AMD
Advanced Micro Devices Inc

Technology
23
+ 0.67%
$96.63 - $129.55 $2.22K - $2.98K
3.46K $355K
PYPL
Pay Pal Holdings, Inc.

Financial Services
113
+ 2.84%
$65.15 - $91.81 $7.36K - $10.4K
4.1K $267K
ORCL
Oracle Corp

Technology
8.23K
+ 17.66%
$139.81 - $186.47 $1.15M - $1.53M
54.8K $7.67M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.02K
+ 8.63%
$360.07 - $417.26 $367K - $425K
12.8K $4.63M
FSK
Fs Kkr Capital Corp

Financial Services
3.01K
+ 1.26%
$20.47 - $24.06 $61.5K - $72.3K
241K $5.06M
HPQ
Hp Inc

Technology
468
+ 1.72%
$27.69 - $34.72 $13K - $16.2K
27.6K $764K
CRM
Salesforce, Inc.

Technology
167
+ 5.5%
$268.36 - $359.95 $44.8K - $60.1K
3.2K $859K
IYW
Ishares Dj Us Tech ETF

ETFs
11.9K
+ 12.3%
$140.44 - $166.79 $1.67M - $1.98M
109K $15.3M
IT
Gartner Inc

Technology
45
+ 1.43%
$418.25 - $548.38 $18.8K - $24.7K
3.19K $1.34M
MSCI
Msci Inc.

Financial Services
43
+ 0.69%
$541.46 - $628.34 $23.3K - $27K
6.3K $3.56M
TSLA
Tesla, Inc.

Consumer Cyclical
2.4K
+ 41.19%
$222.15 - $428.22 $532K - $1.03M
8.22K $2.13M
ABNB
Airbnb, Inc.

Consumer Cyclical
194
+ 0.77%
$119.38 - $161.42 $23.2K - $31.3K
25.4K $3.03M
SCWO
374 Water Inc.

Industrials
5K
+ 0.43%
$0.31 - $0.7 $1.55K - $3.5K
1.17M $398K
SRE
Sempra Energy

Utilities
99
+ 0.33%
$67.85 - $87.67 $6.72K - $8.68K
29.7K $2.12M
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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