Icon Wealth Advisors, LLC Portfolio Holdings
Icon Wealth Advisors, LLC
- $1.07 Billion
- Q1 2024
Icon Wealth Advisors, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 463 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $125M, Accenture PLC with a value of $65.6M, Ishares Core Total Usd Bond Ma with a value of $49.1M, Microsoft Corp with a value of $32.1M, and Ishares Msci Usa Quality Facto with a value of $30M.
Examining the 13F form we can see an increase of $110M in the current position value, from $957M to 1.07B.
Icon Wealth Advisors, LLC is based out at Houston, TX
Below you can find more details about Icon Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 463
- Current Value $1.07 Billion
- Prior Value $957 Million
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 51 stocks
- Additional Purchases 178 stocks
- Sold out of 0 stocks
- Reduced holdings in 176 stocks