Icon Wealth Advisors, LLC Sells in Q1 2025

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-130K
- 38.89%
$96.1 - $106.37 $12.4M - $13.8M
204K $20.4M
IVV
Ishares Core S&P 500 ETF

ETFs
-10.9K
- 5.57%
$554.06 - $615.85 $6.03M - $6.7M
184K $104M
ACN
Accenture PLC

Technology
-6.22K
- 3.32%
$300.91 - $398.25 $1.87M - $2.48M
181K $56.4M
AAPL
Apple Inc.

Technology
-11.6K
- 9.26%
$209.68 - $247.1 $2.44M - $2.88M
114K $25.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-61.5K
- 98.0%
$85.29 - $92.57 $5.24M - $5.69M
1.25K $113K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-39.6K
- 68.72%
$120.24 - $134.3 $4.76M - $5.32M
18K $2.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-82.8K
- 25.81%
$54.25 - $57.64 $4.49M - $4.77M
238K $13.1M
AVGO
Broadcom Inc.

Technology
-8.79K
- 19.2%
$167.43 - $244.7 $1.47M - $2.15M
37K $6.19M
GOOG
Alphabet Inc.

Communication Services
-9.94K
- 15.34%
$156.06 - $207.71 $1.55M - $2.06M
54.9K $8.57M
IFRA
Ishares Tr

ETFs
-63.9K
- 87.75%
$44.8 - $49.25 $2.86M - $3.15M
8.92K $402K
MBB
Ishares Tr

ETFs
-29.5K
- 20.96%
$90.37 - $94.08 $2.66M - $2.77M
111K $10.4M
NVO
Novo Nordisk A S

Healthcare
-16.5K
- 42.71%
$69.3 - $90.95 $1.14M - $1.5M
22.1K $1.53M
NFLX
Netflix Inc

Communication Services
-2.2K
- 30.87%
$828.4 - $1058.6 $1.83M - $2.33M
4.94K $4.6M
ETN
Eaton Corp PLC

Industrials
-2.07K
- 14.74%
$271.83 - $371.23 $561K - $767K
11.9K $3.25M
IXC
Ishares Tr Global Energy ETF

ETFs
-30.7K
- 84.97%
$38.48 - $42.16 $1.18M - $1.3M
5.43K $228K
EFV
Msci Eafe Value ETF

ETFs
-83.5K
- 14.08%
$51.88 - $60.73 $4.33M - $5.07M
510K $30M
VTI
Vanguard Total Stock Market Et

ETFs
-2.39K
- 17.28%
$271.18 - $303.12 $648K - $724K
11.4K $3.14M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3K
- 18.21%
$168.84 - $202.89 $506K - $608K
13.5K $2.37M
UPS
United Parcel Service Inc

Industrials
-5.17K
- 38.76%
$109.66 - $136.26 $567K - $704K
8.17K $898K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.25K
- 76.78%
$95.85 - $99.25 $695K - $720K
2.19K $217K
MRK
Merck & Co., Inc.

Healthcare
-2.56K
- 5.32%
$83.01 - $101.02 $212K - $258K
45.5K $4.09M
ADBE
Adobe Inc.

Technology
-175
- 1.7%
$377.84 - $464.11 $66.1K - $81.2K
10.1K $3.88M
O
Realty Income Corp

Real Estate
-14.2K
- 39.51%
$51.67 - $58.49 $735K - $832K
21.8K $1.26M
SHOP
Shopify Inc.

Technology
-373
- 0.71%
$90.59 - $129.31 $33.8K - $48.2K
52K $4.96M
IDEV
Ishares Core Msci Intl Develop

ETFs
-9.44K
- 86.17%
$63.77 - $71.36 $602K - $673K
1.51K $104K
T
At&T Inc.

Communication Services
-32.1K
- 48.53%
$21.56 - $28.28 $693K - $908K
34.1K $963K
MUB
Ishares National Muni Bond ETF

ETFs
-2.63K
- 1.1%
$104.71 - $107.69 $275K - $283K
235K $24.8M
DHR
Danaher Corp

Healthcare
-2.11K
- 50.13%
$201.62 - $250.59 $424K - $527K
2.09K $429K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.03K
- 68.01%
$71.17 - $73.66 $500K - $518K
3.31K $242K
ASML
Asml Holding Nv

Technology
-664
- 33.6%
$662.63 - $776.99 $440K - $516K
1.31K $869K
UNH
Unitedhealth Group Inc

Healthcare
-1.4K
- 8.54%
$461.52 - $548.18 $645K - $766K
15K $7.83M
BAC
Bank Of America Corp

Financial Services
-2.23K
- 1.48%
$39.61 - $47.74 $88.4K - $107K
148K $6.19M
PLD
Prologis, Inc.

Real Estate
-4.23K
- 45.68%
$103.59 - $124.04 $438K - $524K
5.03K $561K
VZ
Verizon Communications Inc

Communication Services
-15.4K
- 27.25%
$37.81 - $46.49 $582K - $715K
41.1K $1.86M
INTU
Intuit Inc

Technology
-579
- 22.92%
$555.63 - $630.23 $322K - $365K
1.95K $1.2M
HD
Home Depot, Inc.

Consumer Cyclical
-76
- 0.48%
$347.25 - $424.87 $26.4K - $32.3K
15.7K $5.76M
INTC
Intel Corp

Technology
-23.7K
- 39.33%
$19.1 - $27.39 $452K - $649K
36.5K $829K
DELL
Dell Technologies Inc.

Technology
-197
- 1.37%
$90.34 - $124.66 $17.8K - $24.6K
14.2K $1.3M
AXP
American Express CO

Financial Services
-184
- 1.74%
$255.39 - $325.87 $47K - $60K
10.4K $2.79M
LMT
Lockheed Martin Corp

Industrials
-340
- 7.17%
$423.19 - $506.29 $144K - $172K
4.4K $1.97M
GLOB
Globant S.A.

Technology
-1.1K
- 53.01%
$117.72 - $228.73 $129K - $251K
974 $114K
WDAY
Workday, Inc.

Technology
-28
- 0.23%
$233.53 - $277.82 $6.54K - $7.78K
11.9K $2.78M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-607
- 9.69%
$165.25 - $224.62 $100K - $136K
5.66K $938K
DIS
Walt Disney CO

Communication Services
-515
- 2.71%
$96.87 - $114.0 $49.9K - $58.7K
18.5K $1.82M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.3K
- 53.62%
$57.21 - $65.8 $246K - $283K
3.72K $217K
PEP
Pepsico Inc

Consumer Defensive
-1.44K
- 4.98%
$142.64 - $156.42 $205K - $225K
27.4K $4.11M
GWRE
Guidewire Software, Inc.

Technology
-1.63K
- 73.81%
$166.74 - $218.22 $272K - $355K
578 $108K
VUG
Vanguard Growth ETF

ETFs
-236
- 5.56%
$369.1 - $427.61 $87.1K - $101K
4.01K $1.49M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-5.36K
- 11.16%
$32.42 - $36.13 $174K - $194K
42.7K $1.41M
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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