Icon Wealth Partners, LLC Sells in Q3 2023

Icon Wealth Partners, LLC

  • $878 Million
  • Q3 2023
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-409K
- 76.34%
$21.99 - $23.01 $9M - $9.41M
127K $2.79M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-51.9K
- 24.27%
$130.77 - $139.97 $6.79M - $7.26M
162K $21.3M
IYW
Ishares Dj Us Tech ETF

ETFs
-61.7K
- 46.23%
$103.39 - $113.67 $6.38M - $7.01M
71.7K $7.53M
EFG
Msci Eafe Growth ETF

ETFs
-44K
- 13.01%
$85.55 - $97.39 $3.77M - $4.29M
294K $25.4M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-53.8K
- 20.01%
$93.48 - $100.86 $5.03M - $5.43M
215K $20.2M
MSFT
Microsoft Corp

Technology
-13.7K
- 20.54%
$312.14 - $359.49 $4.28M - $4.93M
53K $16.7M
IEMG
Ishares Inc

ETFs
-106K
- 35.35%
$47.36 - $52.23 $5M - $5.51M
193K $9.19M
AAPL
Apple Inc.

Technology
-16.9K
- 22.68%
$170.43 - $196.45 $2.88M - $3.32M
57.6K $9.86M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-39.5K
- 97.43%
$98.33 - $111.05 $3.88M - $4.39M
1.04K $102K
MBB
Ishares Tr

ETFs
-34.4K
- 20.09%
$88.51 - $93.81 $3.04M - $3.22M
137K $12.1M
ACN
Accenture PLC

Technology
-8.3K
- 4.1%
$300.77 - $328.2 $2.5M - $2.72M
194K $59.6M
ABT
Abbott Laboratories

Healthcare
-19.8K
- 33.23%
$95.53 - $114.62 $1.89M - $2.27M
39.8K $3.85M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-22.6K
- 2.6%
$43.62 - $45.64 $985K - $1.03M
847K $37M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-26.7K
- 45.53%
$57.34 - $75.82 $1.53M - $2.02M
31.9K $1.86M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-23.7K
- 16.13%
$72.38 - $76.06 $1.72M - $1.8M
123K $8.92M
TFC
Truist Financial Corp

Financial Services
-58.8K
- 67.5%
$27.97 - $35.59 $1.65M - $2.09M
28.3K $810K
UPS
United Parcel Service Inc

Industrials
-7.96K
- 31.66%
$151.9 - $188.34 $1.21M - $1.5M
17.2K $2.68M
CCI
Crown Castle International Corp

Real Estate
-13.9K
- 92.35%
$89.7 - $117.87 $1.24M - $1.64M
1.15K $105K
NEE
Nextera Energy Inc

Utilities
-14.4K
- 31.59%
$57.08 - $75.9 $825K - $1.1M
31.3K $1.79M
AVGO
Broadcom Inc.

Technology
-1.52K
- 16.99%
$808.36 - $922.89 $1.23M - $1.4M
7.41K $6.16M
HD
Home Depot, Inc.

Consumer Cyclical
-4.71K
- 30.94%
$301.82 - $333.84 $1.42M - $1.57M
10.5K $3.18M
UNH
Unitedhealth Group Inc

Healthcare
-3.78K
- 23.78%
$447.75 - $510.93 $1.69M - $1.93M
12.1K $6.1M
QCOM
Qualcomm Inc

Technology
-11.7K
- 60.44%
$106.14 - $132.17 $1.24M - $1.54M
7.65K $849K
TRV
Travelers Companies, Inc.

Financial Services
-7.51K
- 51.12%
$159.89 - $174.87 $1.2M - $1.31M
7.18K $1.17M
NFLX
Netflix Inc

Communication Services
-622
- 3.48%
$376.36 - $477.59 $234K - $297K
17.3K $6.51M
ILMN
Illumina, Inc.

Healthcare
-5.4K
- 45.13%
$128.91 - $192.44 $696K - $1.04M
6.56K $900K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.32K
- 40.88%
$498.29 - $574.41 $1.15M - $1.33M
3.35K $1.7M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.48K
- 15.6%
$263.44 - $297.13 $654K - $738K
13.4K $3.54M
O
Realty Income Corp

Real Estate
-15.6K
- 37.68%
$49.62 - $63.75 $773K - $993K
25.8K $1.29M
SPG
Simon Property Group Inc

Real Estate
-9.98K
- 72.0%
$108.03 - $125.44 $1.08M - $1.25M
3.88K $419K
ORCL
Oracle Corp

Technology
-8.41K
- 59.34%
$104.62 - $126.71 $879K - $1.07M
5.76K $610K
HON
Honeywell International Inc

Industrials
-4.72K
- 61.43%
$184.12 - $209.68 $869K - $990K
2.96K $547K
RTX
Raytheon Technologies Corp

Industrials
-8.38K
- 49.6%
$71.58 - $98.39 $600K - $824K
8.51K $612K
MDT
Medtronic PLC

Healthcare
-10.9K
- 59.01%
$78.22 - $90.4 $854K - $987K
7.59K $594K
AXP
American Express CO

Financial Services
-5.67K
- 83.68%
$149.19 - $178.04 $845K - $1.01M
1.11K $164K
MRK
Merck & Co., Inc.

Healthcare
-3.35K
- 6.53%
$102.95 - $114.33 $344K - $383K
47.9K $4.93M
GOOGL
Alphabet Inc.

Communication Services
-9.74K
- 34.77%
$116.45 - $138.21 $1.13M - $1.35M
18.3K $2.39M
USB
Us Bancorp \De\

Financial Services
-26.6K
- 36.56%
$32.47 - $40.23 $863K - $1.07M
46.1K $1.52M
EPD
Enterprise Products Partners L.P.

Energy
-48.9K
- 9.95%
$26.25 - $27.42 $1.28M - $1.34M
442K $12.1M
V
Visa Inc.

Financial Services
-2.83K
- 11.68%
$229.5 - $248.11 $649K - $702K
21.4K $4.92M
PEP
Pepsico Inc

Consumer Defensive
-2.08K
- 7.12%
$169.44 - $191.6 $352K - $399K
27.1K $4.6M
TXN
Texas Instruments Inc

Technology
-2.2K
- 9.99%
$157.96 - $186.08 $347K - $409K
19.8K $3.15M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-5.79K
- 23.8%
$115.77 - $136.89 $670K - $792K
18.5K $2.27M
NKE
Nike, Inc.

Consumer Cyclical
-5.19K
- 26.55%
$89.42 - $110.48 $464K - $573K
14.3K $1.37M
WEC
Wec Energy Group, Inc.

Utilities
-8.01K
- 51.38%
$79.88 - $92.54 $640K - $741K
7.58K $610K
JNJ
Johnson & Johnson

Healthcare
-4.04K
- 37.91%
$155.75 - $174.48 $630K - $705K
6.62K $1.03M
KMI
Kinder Morgan, Inc.

Energy
-31.3K
- 9.64%
$16.47 - $18.11 $515K - $566K
293K $4.86M
WFC
Wells Fargo & Company

Financial Services
-16.2K
- 67.15%
$40.43 - $47.13 $653K - $762K
7.9K $322K
BAC
Bank Of America Corp

Financial Services
-16.7K
- 10.71%
$27.17 - $32.65 $453K - $544K
139K $3.8M
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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