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
CADE
Cadence Bank

Financial Services
300
+ 8.62%
$33.44 - $38.12 $10K - $11.4K
3.78K $141K
VST
Vistra Corp.

Utilities
141
+ 14.3%
$182.0 - $217.92 $25.7K - $30.7K
1.13K $220K
HTBK
Heritage Commerce Corp

Financial Services
2.9K
+ 23.85%
$9.25 - $10.69 $26.8K - $30.9K
15K $149K
XLC
Select Sector Spdr Tr Communic

ETFs
20
+ 0.78%
$105.99 - $119.41 $2.12K - $2.39K
2.6K $307K
OMF
One Main Holdings, Inc.

Financial Services
532
+ 20.33%
$55.61 - $62.61 $29.6K - $33.3K
3.15K $177K
DOCS
Doximity, Inc.

Healthcare
9
+ 0.41%
$57.33 - $75.12 $516 - $676
2.21K $161K
MMM
3 M CO

Industrials
153
+ 21.89%
$144.41 - $160.2 $22.1K - $24.5K
852 $132K
OTIS
Otis Worldwide Corp

Industrials
429
+ 25.72%
$84.93 - $101.07 $36.4K - $43.4K
2.1K $191K
SF
Stifel Financial Corp

Financial Services
1
+ 0.04%
$105.26 - $116.4 $105 - $116
2.44K $277K
IWS
Ishares Russell Midcap Value E

ETFs
2
+ 0.06%
$132.83 - $140.61 $266 - $281
3.16K $441K
ZION
Zions Bancorporation, National Association

Financial Services
230
+ 10.29%
$51.2 - $59.15 $11.8K - $13.6K
2.47K $139K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
128
+ 8.4%
$259.44 - $278.65 $33.2K - $35.7K
1.65K $428K
FDS
Factset Research Systems Inc

Financial Services
348
+ 72.35%
$283.86 - $450.3 $98.8K - $157K
829 $237K
EFA
Ishares Tr Msci Eafe ETF

ETFs
112
+ 3.99%
$87.29 - $93.61 $9.78K - $10.5K
2.92K $272K
SYF
Synchrony Financial

Financial Services
85
+ 2.56%
$67.53 - $76.86 $5.74K - $6.53K
3.41K $241K
BHP
Bhp Group LTD

Basic Materials
44
+ 1.9%
$48.67 - $56.22 $2.14K - $2.47K
2.36K $131K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
12
+ 0.04%
$47.11 - $48.77 $565 - $585
30.2K $1.46M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1
+ 0.06%
$138.08 - $151.2 $138 - $151
1.58K $239K
WAL
Western Alliance Bancorporation

Financial Services
55
+ 3.45%
$76.33 - $91.49 $4.2K - $5.03K
1.65K $143K
VRT
Vertiv Holdings CO

Industrials
216
+ 7.76%
N/A
3K $259K
MCHP
Microchip Technology Inc

Technology
488
+ 23.0%
$60.95 - $75.26 $29.7K - $36.7K
2.61K $167K
XLG
Invesco Exchange Traded Fd Tr

ETFs
28
+ 0.88%
$51.78 - $57.89 $1.45K - $1.62K
3.22K $184K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
27
+ 0.4%
$55.15 - $58.11 $1.49K - $1.57K
6.71K $385K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.02%
$137.51 - $145.26 $138 - $145
4.2K $597K
BBAX
J P Morgan Betabuilders Develo

ETFs
41
+ 0.56%
$53.96 - $58.06 $2.21K - $2.38K
7.36K $414K
ORCC
Owl Rock Capital Corp

Financial Services
1.13K
+ 1.94%
N/A
59.6K $797K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
158
+ 6.66%
$122.0 - $138.74 $19.3K - $21.9K
2.53K $320K
PM
Philip Morris International Inc.

Consumer Defensive
2.34K
+ 12.73%
$157.77 - $183.27 $369K - $428K
20.7K $3.36M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
63
+ 7.76%
$99.92 - $146.67 $6.29K - $9.24K
875 $115K
TDG
Trans Digm Group Inc

Industrials
90
+ 17.54%
$1271.04 - $1620.83 $114K - $146K
603 $794K
BDX
Becton Dickinson & CO

Healthcare
18
+ 2.81%
$172.41 - $199.66 $3.1K - $3.59K
658 $123K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.03%
$62.09 - $66.51 $62.1 - $66.5
3.9K $254K
PB
Prosperity Bancshares Inc

Financial Services
260
+ 17.22%
$65.12 - $74.71 $16.9K - $19.4K
1.77K $117K
SNY
Sanofi

Healthcare
242
+ 8.09%
$45.07 - $51.35 $10.9K - $12.4K
3.23K $152K
SHEL
Shell PLC

Energy
22
+ 0.44%
$69.82 - $73.93 $1.54K - $1.63K
5.07K $362K
AXON
Axon Enterprise, Inc.

Industrials
40
+ 20.51%
$698.02 - $870.97 $27.9K - $34.8K
235 $168K
AMGN
Amgen Inc

Healthcare
1
+ 0.05%
$271.18 - $309.22 $271 - $309
2.21K $624K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
7
+ 1.58%
$301.44 - $365.84 $2.11K - $2.56K
451 $145K
FMB
First Tr Exchange Traded Fd Ii

ETFs
44
+ 0.87%
$49.32 - $50.93 $2.17K - $2.24K
5.13K $259K
CTAS
Cintas Corp

Industrials
84
+ 13.33%
$199.29 - $226.27 $16.7K - $19K
714 $146K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
298
+ 2.05%
$8.7 - $9.11 $2.59K - $2.71K
14.8K $135K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
108
+ 1.1%
$13.75 - $14.59 $1.49K - $1.58K
9.92K $143K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
68
+ 0.74%
$10.62 - $11.43 $722 - $777
9.28K $105K
CEG
Constellation Energy Corp

Utilities
1
+ 0.17%
$298.82 - $354.89 $299 - $355
582 $191K
FTSL
First Trust Senior Ln Fund

ETFs
84
+ 1.64%
$45.81 - $46.18 $3.85K - $3.88K
5.2K $238K
TTE
Total Energies Se

Energy
60
+ 2.43%
N/A
2.53K $173K
MDIV
First Trust Multi Asset Divers

ETFs
96
+ 1.21%
$15.87 - $16.26 $1.52K - $1.56K
8.04K $128K
EMR
Emerson Electric CO

Industrials
90
+ 1.73%
$128.6 - $149.63 $11.6K - $13.5K
5.3K $695K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4
+ 0.09%
$82.38 - $83.0 $330 - $332
4.65K $385K
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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