Icon Wealth Advisors, LLC Sells in Q4 2024

Icon Wealth Advisors, LLC

  • $1.19 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
-109
- 1.4%
$59.93 - $86.34 $6.53K - $9.41K
7.67K $462K
PFE
Pfizer Inc

Healthcare
-2.84K
- 15.58%
$24.8 - $30.19 $70.3K - $85.6K
15.4K $407K
PM
Philip Morris International Inc.

Consumer Defensive
-876
- 6.67%
$118.38 - $133.06 $104K - $117K
12.3K $1.48M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.92K
- 1.79%
$17.65 - $18.18 $51.6K - $53.1K
160K $2.83M
ICLR
Icon PLC

Healthcare
-9
- 0.64%
$187.22 - $297.57 $1.68K - $2.68K
1.4K $293K
ALC
Alcon Inc

Healthcare
-782
- 27.87%
$83.87 - $99.15 $65.6K - $77.5K
2.02K $171K
TYL
Tyler Technologies Inc

Technology
-173
- 16.0%
$576.64 - $635.69 $99.8K - $110K
908 $523K
EXPO
Exponent Inc

Industrials
-589
- 28.58%
$88.94 - $114.63 $52.4K - $67.5K
1.47K $131K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.25K
- 26.63%
$38.08 - $50.82 $47.4K - $63.3K
3.43K $130K
UL
Unilever PLC

Consumer Defensive
-474
- 5.33%
$56.7 - $64.64 $26.9K - $30.6K
8.43K $477K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-843
- 7.07%
$54.29 - $59.49 $45.8K - $50.2K
11.1K $608K
EMB
Ishares Tr

ETFs
-308
- 2.01%
$88.94 - $93.46 $27.4K - $28.8K
15K $1.34M
OEF
Ishares S&P 100 ETF

ETFs
-354
- 2.88%
N/A
11.9K $3.17M
STWD
Starwood Property Trust, Inc.

Real Estate
-2.1K
- 5.66%
$18.95 - $20.37 $39.8K - $42.8K
35K $663K
XLV
Select Sector Spdr Fund Health

ETFs
-382
- 15.88%
$136.28 - $154.74 $52.1K - $59.1K
2.02K $278K
TFC
Truist Financial Corp

Financial Services
-2.32K
- 13.88%
$41.51 - $48.1 $96.4K - $112K
14.4K $625K
IXC
Ishares Tr Global Energy ETF

ETFs
-110
- 0.3%
$36.95 - $43.06 $4.06K - $4.74K
36.2K $1.38M
HEI
Heico Corp

Industrials
-136
- 6.67%
$237.06 - $279.02 $32.2K - $37.9K
1.9K $452K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
-190
- 7.63%
$97.45 - $121.28 $18.5K - $23K
2.3K $229K
IGRO
Ishares Tr International Divid

ETFs
-403
- 5.0%
$67.76 - $74.48 $27.3K - $30K
7.65K $520K
ALGN
Align Technology Inc

Healthcare
-117
- 11.06%
$205.03 - $245.32 $24K - $28.7K
941 $196K
ABT
Abbott Laboratories

Healthcare
-251
- 0.51%
$111.93 - $119.39 $28.1K - $30K
48.8K $5.52M
SLB
Schlumberger Limited

Energy
-1.28K
- 20.49%
$36.83 - $45.59 $47.1K - $58.4K
4.97K $190K
XLE
Energy Sector Spdr

ETFs
-708
- 13.8%
$83.32 - $97.27 $59K - $68.9K
4.42K $378K
IWD
Ishares Russell 1000 Val ETF

ETFs
-24
- 0.17%
$183.23 - $199.79 $4.4K - $4.79K
14.3K $2.64M
CRL
Charles River Laboratories International, Inc.

Healthcare
-281
- 18.76%
$178.58 - $220.69 $50.2K - $62K
1.22K $224K
PAA
Plains All American Pipeline LP

Energy
-1.91K
- 1.73%
$16.27 - $18.67 $31.1K - $35.7K
109K $1.86M
GWRE
Guidewire Software, Inc.

Technology
-161
- 6.8%
$168.58 - $207.12 $27.1K - $33.3K
2.21K $372K
ENTG
Entegris Inc

Technology
-214
- 7.81%
$97.67 - $112.92 $20.9K - $24.2K
2.53K $250K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-406
- 5.08%
$88.59 - $94.57 $36K - $38.4K
7.59K $673K
TECH
Bio Techne Corp

Healthcare
-328
- 8.11%
$66.37 - $78.17 $21.8K - $25.6K
3.72K $267K
NVS
Novartis Ag

Healthcare
-12
- 0.4%
$96.78 - $117.18 $1.16K - $1.41K
3.03K $294K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-1.88K
- 3.7%
$45.35 - $47.21 $85.1K - $88.6K
48.8K $2.27M
BBAX
J P Morgan Betabuilders Develo

ETFs
-118
- 1.62%
$48.75 - $54.36 $5.75K - $6.41K
7.17K $349K
ROL
Rollins Inc

Consumer Cyclical
-397
- 6.63%
$46.35 - $51.59 $18.4K - $20.5K
5.59K $258K
SNY
Sanofi

Healthcare
-194
- 5.53%
$45.89 - $57.31 $8.9K - $11.1K
3.31K $159K
ENSG
Ensign Group, Inc

Healthcare
-144
- 6.9%
$132.78 - $156.91 $19.1K - $22.6K
1.94K $258K
PINS
Pinterest, Inc.

Communication Services
-684
- 10.22%
$28.24 - $34.15 $19.3K - $23.4K
6.01K $174K
IQV
Iqvia Holdings Inc.

Healthcare
-2
- 0.2%
$190.97 - $236.63 $382 - $473
979 $192K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-5
- 0.3%
$82.28 - $117.52 $411 - $588
1.66K $140K
SCHW
Schwab Charles Corp

Financial Services
-1.16K
- 20.98%
$63.31 - $82.85 $73.2K - $95.9K
4.36K $322K
VEU
Vanguard Ftse All World Ex Us

ETFs
-39
- 0.66%
$57.29 - $63.1 $2.23K - $2.46K
5.88K $337K
WSO
Watsco Inc

Industrials
-41
- 5.19%
$466.57 - $568.78 $19.1K - $23.3K
749 $354K
XLI
Industrial Sector Spdr

ETFs
-71
- 1.1%
$131.76 - $143.99 $9.35K - $10.2K
6.36K $838K
EXPD
Expeditors International Of Washington Inc

Industrials
-20
- 1.36%
$110.5 - $128.26 $2.21K - $2.57K
1.45K $160K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-237
- 14.42%
$126.68 - $134.74 $30K - $31.9K
1.41K $179K
LEA
Lear Corp

Consumer Cyclical
-107
- 7.43%
$92.95 - $108.96 $9.95K - $11.7K
1.33K $126K
CGNX
Cognex Corp

Technology
-337
- 9.18%
$35.61 - $43.05 $12K - $14.5K
3.34K $119K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-23
- 2.06%
$176.4 - $231.84 $4.06K - $5.33K
1.09K $192K
Activity Summary
Buys All Purchases 237 New Holdings 48 Increased Positions 189 Sells All Sells 198 Reductions 198 Sold out 0 Options Calls 0 Puts 0
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