Icon Wealth Advisors, LLC Incresed Positions in Q3 2025

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
3.16K
+ 14.62%
$112.25 - $124.0 $354K - $391K
24.7K $2.83M
SEIC
Sei Investments CO

Financial Services
1.98K
+ 70.6%
$84.85 - $93.8 $168K - $185K
4.78K $405K
NVS
Novartis Ag

Healthcare
981
+ 28.31%
$113.5 - $129.73 $111K - $127K
4.45K $570K
TSCO
Tractor Supply CO

Consumer Cyclical
2.15K
+ 86.89%
$54.08 - $62.65 $116K - $135K
4.62K $262K
XLK
Technology Sector Spdr

ETFs
8
+ 0.2%
$250.97 - $282.66 $2.01K - $2.26K
3.99K $1.13M
CRM
Salesforce, Inc.

Technology
1.01K
+ 29.1%
$231.66 - $273.65 $233K - $275K
4.46K $1.06M
ARGX
Argenx Se

Healthcare
7
+ 1.24%
$538.64 - $768.0 $3.77K - $5.38K
572 $421K
SQ
Block, Inc.

Technology
1.72K
+ 65.36%
N/A
4.35K $249K
VNT
Vontier Corp

Technology
322
+ 1.92%
$37.48 - $43.71 $12.1K - $14.1K
17.1K $718K
LLY
Eli Lilly & CO

Healthcare
430
+ 3.04%
$625.65 - $812.69 $269K - $349K
14.6K $11.1M
ILMN
Illumina, Inc.

Healthcare
969
+ 71.46%
$91.69 - $109.88 $88.8K - $106K
2.33K $220K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.36K
+ 7.66%
$48.5 - $50.19 $65.9K - $68.2K
19.1K $956K
BX
Blackstone Inc.

Financial Services
242
+ 11.86%
$152.77 - $188.68 $37K - $45.7K
2.28K $390K
FNDF
Schwab Fundamental Intl Large

ETFs
1.22K
+ 11.32%
$39.84 - $43.15 $48.4K - $52.4K
12K $513K
ENB
Enbridge Inc

Energy
159
+ 1.14%
$43.79 - $50.46 $6.96K - $8.02K
14.2K $714K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.06%
$567.77 - $614.76 $568 - $615
1.71K $1.04M
YUM
Yum Brands Inc

Consumer Cyclical
439
+ 24.94%
$139.5 - $153.94 $61.2K - $67.6K
2.2K $334K
CASY
Caseys General Stores Inc

Consumer Cyclical
77
+ 15.84%
$494.52 - $565.32 $38.1K - $43.5K
563 $318K
DE
Deere & CO

Industrials
315
+ 20.99%
$457.26 - $524.37 $144K - $165K
1.82K $830K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
36
+ 9.33%
$311.12 - $482.13 $11.2K - $17.4K
422 $192K
FMC
Fmc Corp

Basic Materials
5.48K
+ 37.56%
$33.15 - $44.45 $182K - $244K
20.1K $674K
SE
Sea LTD

Consumer Cyclical
167
+ 9.2%
$146.23 - $196.5 $24.4K - $32.8K
1.98K $354K
CBRE
Cbre Group, Inc.

Real Estate
294
+ 30.98%
$137.04 - $165.9 $40.3K - $48.8K
1.24K $195K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
595
+ 23.24%
$97.75 - $100.75 $58.2K - $59.9K
3.16K $316K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
12.2K
+ 21.7%
$10.17 - $11.97 $124K - $146K
68.2K $693K
COP
Conocophillips

Energy
59
+ 0.51%
$91.0 - $98.99 $5.37K - $5.84K
11.7K $1.1M
VIG
Vanguard Dividend Appreciation

ETFs
336
+ 11.12%
N/A
3.36K $611K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
71
+ 0.63%
$59.11 - $67.35 $4.2K - $4.78K
11.4K $754K
XLI
Industrial Sector Spdr

ETFs
23
+ 0.31%
$147.94 - $154.99 $3.4K - $3.56K
7.38K $1.14M
IDEV
Ishares Core Msci Intl Develop

ETFs
573
+ 35.88%
$74.68 - $80.26 $42.8K - $46K
2.17K $173K
TFC
Truist Financial Corp

Financial Services
219
+ 1.53%
$42.83 - $47.07 $9.38K - $10.3K
14.5K $663K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 0.14%
$68.24 - $73.73 $1.02K - $1.11K
10.6K $775K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
14
+ 0.15%
$49.43 - $54.52 $692 - $763
9.61K $520K
RSP
Invesco S&P 500 Equal Weight E

ETFs
67
+ 1.66%
$181.56 - $190.33 $12.2K - $12.8K
4.09K $776K
PTC
Ptc Inc.

Technology
117
+ 19.63%
$173.07 - $216.53 $20.2K - $25.3K
713 $144K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
39
+ 0.66%
$80.0 - $88.06 $3.12K - $3.43K
5.91K $515K
HWM
Howmet Aerospace Inc.

Industrials
177
+ 28.46%
$171.0 - $196.23 $30.3K - $34.7K
799 $156K
DTM
Dt Midstream, Inc.

Energy
293
+ 12.75%
$99.17 - $113.27 $29.1K - $33.2K
2.59K $292K
VTV
Vanguard Value ETF

ETFs
5
+ 0.13%
$175.51 - $186.57 $878 - $933
3.89K $724K
IETC
Ishares U S ETF Tr

ETFs
4
+ 0.08%
$92.7 - $103.65 $371 - $415
4.72K $481K
EMLP
First Tr Exchange Traded Iv

ETFs
133
+ 0.33%
$36.99 - $38.38 $4.92K - $5.1K
40.7K $1.56M
ENTG
Entegris Inc

Technology
178
+ 11.0%
$72.03 - $95.97 $12.8K - $17.1K
1.8K $166K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.09%
$236.93 - $271.12 $237 - $271
1.08K $291K
SAIA
Saia Inc

Industrials
10
+ 0.79%
$281.49 - $333.61 $2.81K - $3.34K
1.28K $382K
WFC
Wells Fargo & Company

Financial Services
66
+ 0.83%
$77.05 - $85.16 $5.09K - $5.62K
8.02K $671K
VEA
Vanguard Ftse Developed Market

ETFs
40
+ 0.37%
$56.02 - $60.3 $2.24K - $2.41K
10.9K $651K
CLH
Clean Harbors Inc

Industrials
139
+ 14.62%
$225.84 - $250.43 $31.4K - $34.8K
1.09K $253K
IQV
Iqvia Holdings Inc.

Healthcare
9
+ 0.92%
$157.68 - $200.82 $1.42K - $1.81K
988 $187K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
159
+ 1.15%
$13.29 - $16.05 $2.11K - $2.55K
14K $223K
Activity Summary
Buys All Purchases 232 New Holdings 44 Increased Positions 188 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 0 Puts 0
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