Icon Wealth Advisors, LLC Sells in Q3 2025

Icon Wealth Advisors, LLC

  • $1.37 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
-141
- 1.07%
$126.69 - $147.99 $17.9K - $20.9K
13K $1.65M
SHW
Sherwin Williams CO

Basic Materials
-803
- 14.98%
$330.88 - $375.23 $266K - $301K
4.56K $1.58M
KO
Coca Cola CO

Consumer Defensive
-2.13K
- 7.82%
$65.67 - $71.67 $140K - $152K
25K $1.66M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-2.51K
- 16.72%
$102.4 - $103.88 $257K - $261K
12.5K $1.29M
EOG
Eog Resources Inc

Energy
-47
- 0.16%
$112.12 - $126.1 $5.27K - $5.93K
28.7K $3.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-563
- 23.06%
$546.99 - $602.2 $308K - $339K
1.88K $1.13M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.09%
$915.95 - $994.57 $2.75K - $2.98K
3.3K $3.06M
ADP
Automatic Data Processing Inc

Industrials
-116
- 0.97%
$288.69 - $310.94 $33.5K - $36.1K
11.8K $3.47M
SPGI
S&P Global Inc.

Financial Services
-31
- 0.68%
$484.94 - $564.15 $15K - $17.5K
4.56K $2.22M
SHOP
Shopify Inc.

Technology
-13K
- 24.9%
$112.11 - $157.12 $1.46M - $2.04M
39.1K $5.82M
EPD
Enterprise Products Partners L.P.

Energy
-10.4K
- 1.9%
$30.74 - $32.14 $318K - $333K
534K $16.7M
IGRO
Ishares Tr International Divid

ETFs
-2.27K
- 22.84%
$75.97 - $80.24 $172K - $182K
7.65K $609K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.77K
- 29.12%
$38.58 - $58.24 $68.2K - $103K
4.31K $168K
AXP
American Express CO

Financial Services
-853
- 10.06%
$294.27 - $342.31 $251K - $292K
7.63K $2.53M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
-5.52K
- 13.31%
$49.0 - $51.91 $271K - $287K
36K $1.87M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-25
- 31.65%
$5364.25 - $5815.92 $134K - $145K
54 $291K
CVS
Cvs Health Corp

Healthcare
-2.71K
- 38.69%
$58.75 - $76.5 $159K - $207K
4.29K $323K
AMT
American Tower Corp

Real Estate
-405
- 14.59%
$192.32 - $232.35 $77.9K - $94.1K
2.37K $455K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-517
- 13.5%
$138.59 - $171.12 $71.7K - $88.5K
3.31K $466K
PAA
Plains All American Pipeline LP

Energy
-897
- 0.81%
$16.88 - $18.93 $15.1K - $17K
110K $1.88M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.65K
- 45.94%
$89.29 - $100.17 $148K - $166K
1.95K $194K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-3.26K
- 51.02%
$43.35 - $50.12 $141K - $163K
3.13K $156K
BLD
Top Build Corp

Industrials
-695
- 28.72%
$343.19 - $443.31 $239K - $308K
1.73K $674K
IXUS
Ishares Tr

ETFs
-1.99K
- 17.84%
$76.35 - $82.58 $152K - $164K
9.15K $755K
TMUS
T Mobile Us, Inc.

Communication Services
-409
- 31.39%
$226.02 - $259.01 $92.4K - $106K
894 $214K
HEI
Heico Corp

Industrials
-265
- 40.21%
$304.5 - $337.56 $80.7K - $89.5K
394 $127K
TYL
Tyler Technologies Inc

Technology
-103
- 23.95%
$522.22 - $611.76 $53.8K - $63K
327 $171K
ROK
Rockwell Automation, Inc

Industrials
-272
- 34.78%
$328.67 - $358.52 $89.4K - $97.5K
510 $178K
HUBS
Hubspot Inc

Technology
-70
- 15.87%
$420.79 - $560.9 $29.5K - $39.3K
371 $173K
VVV
Valvoline Inc

Energy
-1.65K
- 35.96%
$35.02 - $40.67 $57.8K - $67.1K
2.94K $105K
TTWO
Take Two Interactive Software Inc

Communication Services
-332
- 29.54%
$217.37 - $259.96 $72.2K - $86.3K
792 $204K
TOST
Toast, Inc.

Technology
-978
- 24.99%
$36.51 - $49.3 $35.7K - $48.2K
2.94K $107K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-503
- 12.02%
$65.64 - $78.22 $33K - $39.3K
3.68K $246K
ALL
Allstate Corp

Financial Services
-412
- 20.13%
$192.0 - $214.65 $79.1K - $88.4K
1.64K $350K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-431
- 38.93%
$167.19 - $219.52 $72.1K - $94.6K
676 $148K
PCTY
Paylocity Holding Corp

Technology
-232
- 25.64%
$159.27 - $190.36 $37K - $44.2K
673 $107K
NOG
Northern Oil & Gas, Inc.

Energy
-944
- 10.99%
$23.13 - $31.07 $21.8K - $29.3K
7.65K $189K
RELX
Relx PLC

Communication Services
-23
- 0.29%
$45.13 - $54.19 $1.04K - $1.25K
7.92K $378K
JBHT
Hunt J B Transport Services Inc

Industrials
-164
- 5.24%
$130.65 - $154.66 $21.4K - $25.4K
2.97K $397K
IDXX
Idexx Laboratories Inc

Healthcare
-873
- 17.63%
$514.61 - $682.78 $449K - $596K
4.08K $2.61M
WSO
Watsco Inc

Industrials
-76
- 17.55%
$381.94 - $489.97 $29K - $37.2K
357 $144K
VRSK
Verisk Analytics, Inc.

Industrials
-70
- 14.2%
$242.3 - $312.95 $17K - $21.9K
423 $106K
ROP
Roper Technologies Inc

Industrials
-20
- 3.92%
$495.03 - $573.0 $9.9K - $11.5K
490 $244K
DGX
Quest Diagnostics Inc

Healthcare
-314
- 36.94%
N/A
536 $73K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-606
- 30.16%
$72.57 - $74.72 $44K - $45.3K
1.4K $104K
BLDR
Builders First Source, Inc.

Industrials
-402
- 24.26%
$116.91 - $149.21 $47K - $60K
1.26K $152K
MCK
Mckesson Corp

Healthcare
-79
- 12.54%
$659.01 - $772.54 $52.1K - $61K
551 $425K
BWXT
Bwx Technologies, Inc.

Industrials
-408
- 41.46%
$136.45 - $184.37 $55.7K - $75.2K
576 $106K
SNOW
Snowflake Inc.

Technology
-155
- 12.92%
$191.73 - $241.0 $29.7K - $37.4K
1.05K $235K
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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