Icon Wealth Partners, LLC Purchases in Q3 2023

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
WES
Western Midstream Partners, LP

Energy
345
+ 3.36%
$25.86 - $28.47 $8.92K - $9.82K
10.6K $288K
MPLX
Mplx LP

Energy
85
+ 1.21%
$34.01 - $35.57 $2.89K - $3.02K
7.11K $253K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
64
+ 1.87%
$39.2 - $42.47 $2.51K - $2.72K
3.48K $146K
MGY
Magnolia Oil & Gas Corp

Energy
25
+ 0.49%
$20.45 - $23.75 $511 - $594
5.12K $117K
SKM
Sk Telecom CO LTD

Communication Services
15
+ 0.28%
$18.64 - $21.46 $280 - $322
5.42K $116K
BXSL
Blackstone Secured Lending Fund

Financial Services
370
+ 0.85%
$26.67 - $28.77 $9.87K - $10.6K
44.1K $1.21M
DFS
Discover Financial Services

Financial Services
392
+ 41.66%
$85.26 - $121.85 $33.4K - $47.8K
1.33K $115K
NOW
Service Now, Inc.

Technology
61
+ 0.62%
$541.5 - $605.94 $33K - $37K
9.92K $5.54M
XLP
Consumer Staples Sector Spdr

ETFs
280
+ 9.2%
$68.8 - $76.1 $19.3K - $21.3K
3.32K $228K
Gsk PLC Sponsored Adr
3.65K
New
N/A
3.65K $0
CRH.L
Crh PLC

Basic Materials
2.34K
New
N/A
2.34K $0
Canadian Pacific Kansas City Com
257
+ 5.6%
N/A
4.85K $0
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
59
+ 2.2%
$61.28 - $65.7 $3.62K - $3.88K
2.74K $171K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
11
+ 0.15%
$15.03 - $16.32 $165 - $180
7.42K $114K
IXUS
Ishares Tr

ETFs
216
+ 3.29%
$59.72 - $65.1 $12.9K - $14.1K
6.79K $407K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
28
+ 0.86%
$48.03 - $50.28 $1.34K - $1.41K
3.29K $158K
RY
Royal Bank Of Canada

Financial Services
10
+ 0.88%
$86.85 - $100.28 $869 - $1K
1.15K $100K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
323
+ 2.11%
$7.47 - $8.39 $2.41K - $2.71K
15.6K $118K
EMB
Ishares Tr

ETFs
444
+ 3.75%
$82.42 - $87.68 $36.6K - $38.9K
12.3K $1.01M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
196
+ 1.56%
$48.03 - $50.5 $9.41K - $9.9K
12.7K $613K
FTS
Fortis Inc.

Utilities
3
+ 0.09%
$37.99 - $43.63 $114 - $131
3.33K $126K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21
+ 1.51%
$84.29 - $105.57 $1.77K - $2.22K
1.42K $123K
VTV
Vanguard Value ETF

ETFs
6
+ 0.14%
$137.93 - $147.18 $828 - $883
4.41K $608K
UL
Unilever PLC

Consumer Defensive
60
+ 0.78%
$48.8 - $54.19 $2.93K - $3.25K
7.8K $385K
ISRG
Intuitive Surgical Inc

Healthcare
6
+ 1.52%
$284.35 - $354.93 $1.71K - $2.13K
401 $117K
EMLP
First Tr Exchange Traded Iv

ETFs
40
+ 0.12%
$26.42 - $28.14 $1.06K - $1.13K
32.5K $858K
IQV
Iqvia Holdings Inc.

Healthcare
45
+ 4.51%
$196.75 - $231.96 $8.85K - $10.4K
1.04K $205K
HUBS
Hubspot Inc

Technology
1
+ 0.13%
$468.24 - $580.55 $468 - $581
758 $373K
ETSY
Etsy Inc

Consumer Cyclical
13
+ 0.76%
$61.87 - $101.65 $804 - $1.32K
1.72K $110K
EL
Estee Lauder Companies Inc

Consumer Defensive
15
+ 1.89%
$139.62 - $198.0 $2.09K - $2.97K
810 $117K
VUG
Vanguard Growth ETF

ETFs
3
+ 0.07%
$269.56 - $293.5 $809 - $881
4.27K $1.16M
IYH
Ishares Tr

ETFs
30
+ 0.52%
$270.07 - $286.44 $8.1K - $8.59K
5.78K $1.56M
SUB
Ishares Short Term National Mu

ETFs
98
+ 0.19%
$102.82 - $104.26 $10.1K - $10.2K
50.7K $5.21M
ASML
Asml Holding Nv

Technology
24
+ 4.78%
$572.71 - $757.03 $13.7K - $18.2K
526 $309K
IFRA
Ishares Tr

ETFs
1.68K
+ 2.77%
$36.59 - $40.45 $61.5K - $68K
62.3K $2.28M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
257
+ 0.21%
$30.17 - $33.62 $7.75K - $8.64K
125K $3.78M
SRE
Sempra Energy

Utilities
18.5K
+ 100.57%
$67.77 - $151.95 $1.25M - $2.81M
36.9K $2.51M
VZ
Verizon Communications Inc

Communication Services
8.89K
+ 7.66%
$31.46 - $37.48 $280K - $333K
125K $4.05M
MUB
Ishares National Muni Bond ETF

ETFs
513
+ 0.22%
$102.54 - $107.39 $52.6K - $55.1K
229K $23.5M
Activity Summary
Buys All Purchases 90 New Holdings 19 Increased Positions 71 Sells All Sells 232 Reductions 232 Sold out 0 Options Calls 0 Puts 0
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