Icon Wealth Advisors, LLC Reduced Holdings in Q1 2025

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Rb Global Inc Com
-2.26K
- 48.18%
N/A
2.43K $0
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-730
- 4.25%
$41.61 - $44.72 $30.4K - $32.6K
16.5K $712K
SE
Sea LTD

Consumer Cyclical
-418
- 18.43%
$104.87 - $146.31 $43.8K - $61.2K
1.85K $241K
ITA
Ishares Tr

ETFs
-33
- 2.5%
$144.84 - $159.5 $4.78K - $5.26K
1.29K $197K
DGRO
Ishares Core Dividend Growth E

ETFs
-30
- 0.15%
$60.46 - $64.42 $1.81K - $1.93K
20.1K $1.24M
WES
Western Midstream Partners, LP

Energy
-469
- 4.34%
$37.87 - $42.89 $17.8K - $20.1K
10.3K $423K
DOCS
Doximity, Inc.

Healthcare
-10
- 0.45%
$49.71 - $83.14 $497 - $831
2.22K $128K
AEP
American Electric Power CO Inc

Utilities
-217
- 10.22%
$90.32 - $109.27 $19.6K - $23.7K
1.91K $208K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-13
- 0.33%
$48.65 - $53.06 $632 - $690
3.99K $207K
SNY
Sanofi

Healthcare
-143
- 4.32%
$48.15 - $59.42 $6.89K - $8.5K
3.17K $175K
PSX
Phillips 66

Energy
-1.42K
- 6.66%
$113.93 - $131.55 $161K - $186K
19.8K $2.45M
BR
Broadridge Financial Solutions, Inc.

Technology
-6
- 0.32%
$221.46 - $244.83 $1.33K - $1.47K
1.88K $455K
ALL
Allstate Corp

Financial Services
-10
- 0.43%
$180.99 - $210.18 $1.81K - $2.1K
2.33K $483K
CSGP
Costar Group, Inc.

Real Estate
-1.94K
- 7.96%
$69.29 - $80.37 $134K - $156K
22.4K $1.78M
MPLX
Mplx LP

Energy
-64
- 0.87%
$47.88 - $54.65 $3.06K - $3.5K
7.28K $389K
LYG
Lloyds Banking Group PLC

Financial Services
-7.27K
- 11.64%
$2.58 - $3.9 $18.8K - $28.3K
55.2K $210K
COP
Conocophillips

Energy
-315
- 2.51%
$88.6 - $105.85 $27.9K - $33.3K
12.2K $1.28M
EPD
Enterprise Products Partners L.P.

Energy
-39.7K
- 7.88%
$31.75 - $34.14 $1.26M - $1.35M
464K $15.8M
DTE
Dte Energy CO

Utilities
-1
- 0.04%
$117.6 - $138.27 $118 - $138
2.66K $367K
ELV
Elevance Health, Inc.

Healthcare
-7
- 0.92%
$365.9 - $436.25 $2.56K - $3.05K
758 $329K
FAST
Fastenal CO

Industrials
-31
- 0.33%
$71.11 - $79.98 $2.2K - $2.48K
9.44K $732K
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.03K
- 9.84%
$142.8 - $176.36 $147K - $182K
9.46K $1.63M
IEFA
Ishares Tr

ETFs
-421
- 2.09%
$69.57 - $78.65 $29.3K - $33.1K
19.7K $1.49M
AMGN
Amgen Inc

Healthcare
-52
- 2.31%
$258.59 - $327.36 $13.4K - $17K
2.2K $683K
KMI
Kinder Morgan, Inc.

Energy
-7.07K
- 2.56%
$26.1 - $31.22 $185K - $221K
269K $7.66M
EOG
Eog Resources Inc

Energy
-9
- 0.04%
$120.54 - $138.05 $1.08K - $1.24K
22.5K $2.89M
PPL
Ppl Corp

Utilities
-403
- 0.82%
$31.68 - $36.11 $12.8K - $14.6K
48.6K $1.75M
TRGP
Targa Resources Corp.

Energy
-34
- 0.26%
$178.44 - $217.22 $6.07K - $7.39K
12.9K $2.59M
PM
Philip Morris International Inc.

Consumer Defensive
-1.12K
- 9.1%
$117.15 - $158.79 $131K - $177K
11.2K $1.77M
TPYP
Managed Portfolio Ser Tortoise

ETFs
-780
- 0.54%
$34.32 - $37.26 $26.8K - $29.1K
145K $5.26M
ABT
Abbott Laboratories

Healthcare
-225
- 0.46%
$111.1 - $140.22 $25K - $31.5K
48.6K $6.45M
CVX
Chevron Corp

Energy
-2.79K
- 2.4%
$146.71 - $167.97 $410K - $469K
114K $19M
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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