Icon Wealth Advisors, LLC Purchases in Q2 2024

Icon Wealth Advisors, LLC

  • $1.17 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
45.2K
+ 922.85%
$1204.71 - $1828.87 $54.5M - $82.7M
50.1K $80.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
167K
+ 62.57%
$79.31 - $93.31 $13.2M - $15.5M
433K $40.1M
AAPL
Apple Inc.

Technology
43.1K
+ 55.12%
$165.0 - $216.67 $7.1M - $9.33M
121K $25.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
156K
+ 27.49%
$42.0 - $47.28 $6.56M - $7.39M
725K $34M
EFG
Msci Eafe Growth ETF

ETFs
68.4K
+ 31.63%
$97.17 - $106.25 $6.65M - $7.27M
285K $29.1M
IEMG
Ishares Inc

ETFs
107K
+ 113.66%
$50.02 - $54.95 $5.37M - $5.9M
202K $10.8M
NVDA
Nvidia Corp

Technology
112K
+ 1068.95%
$118.11 - $1224.4 $13.2M - $137M
122K $15.1M
MSFT
Microsoft Corp

Technology
6.96K
+ 9.11%
$389.33 - $452.85 $2.71M - $3.15M
83.3K $37.2M
GOOG
Alphabet Inc.

Communication Services
11.6K
+ 18.56%
$151.94 - $186.86 $1.76M - $2.16M
73.9K $13.5M
ADBE
Adobe Inc.

Technology
3.65K
+ 53.07%
$439.02 - $555.54 $1.6M - $2.03M
10.5K $5.85M
NVO
Novo Nordisk A S

Healthcare
10.7K
+ 36.06%
$122.71 - $146.91 $1.31M - $1.57M
40.4K $5.76M
SHOP
Shopify Inc.

Technology
30.7K
+ 346.04%
$56.97 - $78.19 $1.75M - $2.4M
39.6K $2.62M
MSCI
Msci Inc.

Financial Services
3.99K
New
$446.0 - $554.83 $1.78M - $2.21M
3.99K $1.92M
JPM
Jpmorgan Chase & CO

Financial Services
8.34K
+ 37.9%
$180.08 - $204.79 $1.5M - $1.71M
30.3K $6.13M
KMI
Kinder Morgan, Inc.

Energy
70.2K
+ 37.08%
$17.69 - $20.11 $1.24M - $1.41M
260K $5.16M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.72K
+ 1.49%
$154.56 - $173.19 $420K - $471K
185K $31.7M
LLY
Eli Lilly & CO

Healthcare
477
+ 5.16%
$724.87 - $909.04 $346K - $434K
9.73K $8.81M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
20.5K
+ 9.48%
$55.18 - $59.2 $1.13M - $1.22M
237K $14M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
30.1K
+ 889.9%
$43.4 - $44.71 $1.3M - $1.34M
33.4K $1.48M
UNH
Unitedhealth Group Inc

Healthcare
1.69K
+ 10.05%
$439.2 - $524.63 $744K - $889K
18.5K $9.44M
EPD
Enterprise Products Partners L.P.

Energy
40.8K
+ 7.49%
$27.74 - $29.88 $1.13M - $1.22M
586K $17M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
20.8K
New
$45.93 - $47.36 $957K - $987K
20.8K $976K
BSM
Black Stone Minerals, L.P.

Energy
62.5K
+ 305.61%
$15.36 - $16.7 $960K - $1.04M
83K $1.3M
HPQ
Hp Inc

Technology
27.3K
New
$27.62 - $38.36 $754K - $1.05M
27.3K $955K
TXN
Texas Instruments Inc

Technology
2.83K
+ 16.48%
$159.68 - $202.54 $453K - $574K
20K $3.9M
SPGI
S&P Global Inc.

Financial Services
1.84K
+ 111.73%
$408.56 - $448.91 $751K - $825K
3.48K $1.55M
ASML
Asml Holding Nv

Technology
768
+ 111.14%
$852.84 - $1068.86 $655K - $821K
1.46K $1.49M
INTU
Intuit Inc

Technology
1.23K
+ 89.33%
$562.97 - $670.27 $693K - $825K
2.61K $1.71M
VTI
Vanguard Total Stock Market Et

ETFs
2.76K
+ 39.23%
$245.23 - $269.4 $677K - $744K
9.8K $2.62M
WMB
Williams Companies, Inc.

Energy
9.67K
+ 9.31%
$37.58 - $43.11 $363K - $417K
114K $4.82M
MUB
Ishares National Muni Bond ETF

ETFs
9.38K
+ 3.86%
$105.37 - $107.16 $988K - $1M
252K $26.9M
NEE
Nextera Energy Inc

Utilities
6.84K
+ 19.18%
$61.7 - $80.02 $422K - $547K
42.5K $3.01M
FSK
Fs Kkr Capital Corp

Financial Services
26.4K
+ 12.84%
$18.82 - $20.71 $496K - $546K
232K $4.57M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.79K
+ 89.28%
$126.54 - $138.72 $606K - $664K
10.1K $1.39M
V
Visa Inc.

Financial Services
4.17K
+ 15.26%
$262.47 - $281.5 $1.09M - $1.17M
31.5K $8.26M
TT
Trane Technologies PLC

Industrials
1.88K
New
$288.27 - $345.38 $542K - $650K
1.88K $618K
ISRG
Intuitive Surgical Inc

Healthcare
1.31K
+ 267.76%
$366.34 - $445.11 $481K - $584K
1.8K $801K
LRCX
Lam Research Corp

Technology
396
+ 24.73%
$868.07 - $1089.58 $344K - $431K
2K $2.13M
WDAY
Workday, Inc.

Technology
4.28K
+ 53.77%
$207.08 - $272.44 $887K - $1.17M
12.2K $2.74M
QCOM
Qualcomm Inc

Technology
644
+ 4.53%
$157.63 - $227.09 $102K - $146K
14.9K $2.96M
AXP
American Express CO

Financial Services
2.24K
+ 26.61%
$217.5 - $243.08 $487K - $545K
10.7K $2.47M
PAYC
Paycom Software, Inc.

Technology
4.63K
+ 155.55%
$140.99 - $207.82 $652K - $961K
7.6K $1.09M
PGR
Progressive Corp

Financial Services
2.39K
New
$202.26 - $215.9 $484K - $516K
2.39K $496K
IVE
Ishares S&P 500 Value ETF

ETFs
4.67K
+ 5.78%
$176.58 - $186.7 $824K - $872K
85.5K $15.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
926
New
$414.65 - $485.21 $384K - $449K
926 $443K
BXSL
Blackstone Secured Lending Fund

Financial Services
15.3K
+ 26.75%
$30.45 - $32.5 $467K - $498K
72.6K $2.22M
ELV
Elevance Health, Inc.

Healthcare
810
New
$497.49 - $547.8 $403K - $444K
810 $438K
ICLR
Icon PLC

Healthcare
1.38K
New
$288.23 - $331.73 $396K - $456K
1.38K $431K
AZN
Astrazeneca PLC

Healthcare
4.91K
+ 105.5%
$66.81 - $80.83 $328K - $397K
9.56K $745K
Activity Summary
Buys All Purchases 219 New Holdings 48 Increased Positions 171 Sells All Sells 184 Reductions 184 Sold out 0 Options Calls 0 Puts 0
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