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
BIIB
Biogen Inc.

Healthcare
-17
- 1.83%
$253.3 - $285.89 $4.31K - $4.86K
910 $233K
ALC
Alcon Inc

Healthcare
-213
- 7.81%
$76.74 - $85.2 $16.3K - $18.1K
2.52K $193K
IGRO
Ishares Tr International Divid

ETFs
-117
- 1.43%
$59.28 - $63.83 $6.94K - $7.47K
8.09K $479K
XLY
Select Sector Spdr Consumer Di

ETFs
-84
- 5.12%
$158.36 - $176.97 $13.3K - $14.9K
1.56K $250K
KMB
Kimberly Clark Corp

Consumer Defensive
-74
- 6.72%
$120.85 - $137.87 $8.94K - $10.2K
1.03K $124K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-238
- 11.81%
$75.75 - $88.95 $18K - $21.2K
1.78K $139K
XLV
Select Sector Spdr Fund Health

ETFs
-135
- 5.1%
$128.74 - $136.24 $17.4K - $18.4K
2.51K $323K
SAP
Sap Se

Technology
-79
- 3.72%
$127.18 - $144.99 $10K - $11.5K
2.05K $264K
LHX
L3 Harris Technologies, Inc.

Industrials
-18
- 1.68%
$167.94 - $202.56 $3.02K - $3.65K
1.05K $183K
IWP
Ishares Russell Mid Cap Growth

ETFs
-26
- 0.61%
$89.97 - $100.32 $2.34K - $2.61K
4.21K $384K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-38
- 1.5%
$338.18 - $362.46 $12.9K - $13.8K
2.5K $868K
ENSG
Ensign Group, Inc

Healthcare
-123
- 2.5%
$89.03 - $101.77 $11K - $12.5K
4.8K $446K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-159
- 7.31%
$103.32 - $110.34 $16.4K - $17.5K
2.02K $208K
DUK
Duke Energy Corp

Utilities
-227
- 14.25%
$86.65 - $95.56 $19.7K - $21.7K
1.37K $120K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-211
- 6.74%
$38.49 - $44.09 $8.12K - $9.3K
2.92K $112K
WK
Workiva Inc

Technology
-180
- 2.53%
$96.5 - $112.52 $17.4K - $20.3K
6.93K $701K
XLF
Financial Sector Spdr

ETFs
-492
- 5.26%
$33.17 - $35.6 $16.3K - $17.5K
8.87K $294K
AMCR
Amcor PLC

Consumer Cyclical
-801
- 5.02%
$9.03 - $10.26 $7.23K - $8.22K
15.2K $138K
ZTS
Zoetis Inc.

Healthcare
-255
- 1.83%
$167.14 - $192.77 $42.6K - $49.2K
13.7K $2.38M
MO
Altria Group, Inc.

Consumer Defensive
-119
- 2.72%
$41.9 - $46.09 $4.99K - $5.48K
4.25K $178K
WSO
Watsco Inc

Industrials
-32
- 2.32%
$341.03 - $380.37 $10.9K - $12.2K
1.35K $509K
SNY
Sanofi

Healthcare
-305
- 5.35%
$50.95 - $55.2 $15.5K - $16.8K
5.39K $289K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-218
- 14.92%
$89.22 - $100.97 $19.4K - $22K
1.24K $117K
VGSH
Vanguard

ETFs
-265
- 3.44%
$57.47 - $57.91 $15.2K - $15.3K
7.44K $428K
CMCSA
Comcast Corp

Communication Services
-1.14K
- 8.71%
$41.21 - $47.12 $46.8K - $53.5K
11.9K $527K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-280
- 1.83%
$33.08 - $33.86 $9.26K - $9.48K
15K $496K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-59
- 4.2%
$138.94 - $147.4 $8.2K - $8.7K
1.35K $188K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-228
- 13.89%
$83.84 - $102.16 $19.1K - $23.3K
1.41K $122K
PFF
Ishares Trust Ishares Pfd And

ETFs
-310
- 4.96%
$29.99 - $31.22 $9.3K - $9.68K
5.94K $179K
FCX
Freeport Mcmoran Inc

Basic Materials
-61
- 1.64%
$36.55 - $44.65 $2.23K - $2.72K
3.67K $136K
ALRM
Alarm.Com Holdings, Inc.

Technology
-1.59K
- 17.64%
$49.21 - $62.02 $78K - $98.4K
7.4K $452K
DE
Deere & CO

Industrials
-1
- 0.24%
$377.38 - $446.33 $377 - $446
408 $153K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-55
- 0.57%
$40.48 - $42.39 $2.23K - $2.33K
9.67K $391K
IWN
Ishares Russell2000 Val ETF

ETFs
-5
- 0.28%
$133.8 - $151.24 $669 - $756
1.81K $244K
AON
Aon PLC

Financial Services
-1
- 0.23%
$314.14 - $343.21 $314 - $343
435 $141K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-141
- 2.79%
$49.74 - $50.37 $7.01K - $7.1K
4.91K $244K
DLB
Dolby Laboratories, Inc.

Industrials
-22
- 1.22%
$76.09 - $90.62 $1.67K - $1.99K
1.78K $141K
XLC
Select Sector Spdr Tr Communic

ETFs
-174
- 5.29%
$64.88 - $68.81 $11.3K - $12K
3.11K $204K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-28
- 0.12%
$34.49 - $35.64 $966 - $998
23.6K $817K
GILD
Gilead Sciences, Inc.

Healthcare
-46
- 2.08%
$73.94 - $80.67 $3.4K - $3.71K
2.17K $162K
HLN
Haleon PLC

Healthcare
-843
- 3.38%
$7.85 - $8.94 $6.62K - $7.54K
24.1K $200K
NVS
Novartis Ag

Healthcare
-108
- 2.8%
$94.73 - $105.13 $10.2K - $11.4K
3.75K $382K
NVDA
Nvidia Corp

Technology
-243
- 2.95%
$408.55 - $493.55 $99.3K - $120K
8.01K $3.48M
MEDP
Medpace Holdings, Inc.

Healthcare
-41
- 2.66%
$233.98 - $281.67 $9.59K - $11.5K
1.5K $363K
IYE
Ishares Tr

ETFs
-515
- 12.84%
$41.76 - $48.97 $21.5K - $25.2K
3.5K $165K
VLUE
Ishares Msci Usa Value Factor

ETFs
-17
- 1.18%
$90.0 - $97.29 $1.53K - $1.65K
1.43K $129K
FRPT
Freshpet, Inc.

Consumer Defensive
-96
- 3.0%
$63.37 - $82.25 $6.08K - $7.9K
3.11K $204K
ICE
Intercontinental Exchange, Inc.

Financial Services
-3
- 0.21%
$107.23 - $118.57 $322 - $356
1.45K $159K
PLTR
Palantir Technologies Inc.

Technology
-650
- 9.07%
$13.96 - $19.99 $9.07K - $13K
6.51K $104K
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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