Icon Wealth Advisors, LLC Portfolio Holdings
Icon Wealth Advisors, LLC
- $3.4 Billion
- Q3 2024
Icon Wealth Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $3.4 Billion distributed in 479 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $982M, Berkshire Hathaway Inc with a value of $608M, Procter & Gamble CO with a value of $223M, Eli Lilly & CO with a value of $121M, and Eaton Corp PLC with a value of $83.4M.
Examining the 13F form we can see an increase of $2.24B in the current position value, from $1.17B to 3.4B.
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 $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 479
- Current Value $3.4 Billion
- Prior Value $1.17 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 70 stocks
- Additional Purchases 195 stocks
- Sold out of 0 stocks
- Reduced holdings in 214 stocks