Icon Wealth Partners, LLC New Holdings in Q3 2023

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
208K
New
$50.46 - $50.74 $10.5M - $10.6M
208K $10.6M
WDAY
Workday, Inc.

Technology
8.42K
New
$211.22 - $252.21 $1.78M - $2.12M
8.42K $1.81M
MSPR
Msp Recovery, Inc.

Healthcare
1.21M
New
N/A
1.21M $1.27M
SCM
Stellus Capital Investment Corp

Financial Services
66.7K
New
$13.6 - $15.27 $907K - $1.02M
66.7K $907K
NXPI
Nxp Semiconductors N.V.

Technology
3.16K
New
$193.82 - $223.66 $612K - $706K
3.16K $630K
RF
Regions Financial Corp

Financial Services
14K
New
$16.87 - $20.98 $236K - $294K
14K $240K
TOST
Toast, Inc.

Technology
9.9K
New
$18.45 - $26.76 $183K - $265K
9.9K $185K
OEF
Ishares S&P 100 ETF

ETFs
784
New
$199.84 - $214.2 $157K - $168K
784 $157K
VNT
Vontier Corp

Technology
4.77K
New
$29.09 - $32.81 $139K - $156K
4.77K $147K
AZN
Astrazeneca PLC

Healthcare
2.1K
New
$64.85 - $71.7 $136K - $150K
2.1K $142K
NS
Nu Star Energy L.P.

Energy
6.72K
New
$15.15 - $18.08 $102K - $121K
6.72K $117K
HNI
Hni Corp

Industrials
3.37K
New
$27.4 - $34.85 $92.3K - $117K
3.37K $116K
KMX
Carmax Inc

Consumer Cyclical
1.55K
New
$69.01 - $85.83 $107K - $133K
1.55K $109K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.05K
New
$47.0 - $51.65 $96.3K - $106K
2.05K $101K
SEIC
Sei Investments CO

Financial Services
1.68K
New
$59.0 - $64.08 $98.9K - $107K
1.68K $101K
FDX
Fedex Corp

Industrials
382
New
$247.55 - $269.95 $94.6K - $103K
382 $101K
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
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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