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
IXC
Ishares Tr Global Energy ETF

ETFs
-120
- 2.47%
$39.45 - $42.95 $4.73K - $5.15K
4.75K $198K
AMAT
Applied Materials Inc

Technology
-132
- 7.67%
$156.25 - $204.95 $20.6K - $27.1K
1.59K $325K
HII
Huntington Ingalls Industries, Inc.

Industrials
-35
- 6.14%
$246.31 - $287.91 $8.62K - $10.1K
535 $154K
UNP
Union Pacific Corp

Industrials
-137
- 1.6%
$214.91 - $237.16 $29.4K - $32.5K
8.43K $1.99M
MFG
Mizuho Financial Group Inc

Financial Services
-151
- 0.78%
$5.42 - $6.85 $818 - $1.03K
19.3K $129K
SCHW
Schwab Charles Corp

Financial Services
-17
- 0.3%
$91.03 - $98.69 $1.55K - $1.68K
5.72K $545K
HOOD
Robinhood Markets, Inc.

Technology
-562
- 27.01%
$91.27 - $143.18 $51.3K - $80.5K
1.52K $217K
PWR
Quanta Services, Inc.

Industrials
-101
- 5.57%
$372.29 - $421.68 $37.6K - $42.6K
1.71K $709K
XLF
Financial Sector Spdr

ETFs
-8
- 0.05%
$51.37 - $54.25 $411 - $434
17K $917K
IFRA
Ishares Tr

ETFs
-71
- 0.88%
$49.77 - $52.82 $3.53K - $3.75K
8K $422K
ITW
Illinois Tool Works Inc

Industrials
-129
- 2.38%
$252.31 - $269.41 $32.5K - $34.8K
5.29K $1.38M
LHX
L3 Harris Technologies, Inc.

Industrials
-31
- 3.48%
$252.18 - $305.41 $7.82K - $9.47K
859 $262K
SONY
Sony Group Corp

Technology
-27
- 0.18%
$23.92 - $30.07 $646 - $812
14.7K $424K
IWN
Ishares Russell2000 Val ETF

ETFs
-59
- 1.84%
$157.1 - $178.94 $9.27K - $10.6K
3.14K $555K
BKR
Baker Hughes CO

Energy
-122
- 2.26%
$38.68 - $50.55 $4.72K - $6.17K
5.29K $257K
CAT
Caterpillar Inc

Industrials
-249
- 12.8%
$390.92 - $477.15 $97.3K - $119K
1.7K $809K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-149
- 1.29%
$119.73 - $134.7 $17.8K - $20.1K
11.4K $1.52M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-495
- 0.32%
$17.81 - $18.39 $8.82K - $9.1K
156K $2.85M
MSI
Motorola Solutions, Inc.

Technology
-52
- 2.26%
$408.73 - $490.3 $21.3K - $25.5K
2.25K $1.03M
STX
Seagate Technology Holdings PLC

Technology
-215
- 17.24%
$142.01 - $236.06 $30.5K - $50.8K
1.03K $243K
TRP
Tc Energy Corp

Energy
-96
- 0.77%
$46.58 - $54.41 $4.47K - $5.22K
12.4K $672K
NOC
Northrop Grumman Corp

Industrials
-49
- 5.56%
$498.9 - $609.32 $24.4K - $29.9K
832 $506K
WEC
Wec Energy Group, Inc.

Utilities
-284
- 2.6%
$103.66 - $114.59 $29.4K - $32.5K
10.6K $1.22M
APP
App Lovin Corp

Technology
-78
- 20.1%
$335.1 - $718.54 $26.1K - $56K
310 $222K
TRV
Travelers Companies, Inc.

Financial Services
-223
- 1.68%
$250.62 - $279.43 $55.9K - $62.3K
13K $3.64M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-558
- 3.26%
$134.94 - $145.86 $75.3K - $81.4K
16.6K $2.41M
NEE
Nextera Energy Inc

Utilities
-2.13K
- 4.99%
$69.77 - $77.54 $148K - $165K
40.5K $3.06M
LMT
Lockheed Martin Corp

Industrials
-112
- 2.55%
$410.74 - $499.21 $46K - $55.9K
4.28K $2.14M
MS
Morgan Stanley

Financial Services
-127
- 1.74%
$139.09 - $161.16 $17.7K - $20.5K
7.15K $1.14M
FAST
Fastenal CO

Industrials
-278
- 1.52%
$42.47 - $50.39 $11.8K - $14K
18K $883K
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.25%
$215.01 - $273.02 $2.37K - $3K
4.41K $1.11M
MCD
Mcdonalds Corp

Consumer Cyclical
-239
- 1.32%
$291.67 - $316.99 $69.7K - $75.8K
17.9K $5.45M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-69
- 0.58%
$185.88 - $207.44 $12.8K - $14.3K
11.9K $2.39M
ETN
Eaton Corp PLC

Industrials
-239
- 1.65%
$342.99 - $392.76 $82K - $93.9K
14.2K $5.33M
INTC
Intel Corp

Technology
-6.38K
- 18.23%
$19.31 - $35.5 $123K - $226K
28.6K $959K
VTI
Vanguard Total Stock Market Et

ETFs
-186
- 1.76%
$303.93 - $329.86 $56.5K - $61.4K
10.4K $3.41M
UNH
Unitedhealth Group Inc

Healthcare
-1.03K
- 6.17%
$237.77 - $353.61 $244K - $362K
15.6K $5.39M
RTX
Raytheon Technologies Corp

Industrials
-84
- 0.79%
$144.19 - $167.33 $12.1K - $14.1K
10.5K $1.76M
MPWR
Monolithic Power Systems Inc

Technology
-44
- 3.26%
$711.24 - $922.81 $31.3K - $40.6K
1.31K $1.2M
IXN
Ishares Global Information Tec

ETFs
-248
- 0.97%
$91.28 - $103.32 $22.6K - $25.6K
25.3K $2.61M
SRE
Sempra Energy

Utilities
-281
- 1.13%
$74.14 - $89.98 $20.8K - $25.3K
24.6K $2.21M
XOM
Exxon Mobil Corp

Energy
-4K
- 2.49%
$105.83 - $117.22 $423K - $469K
157K $17.7M
GLW
Corning Inc

Technology
-6.9K
- 19.98%
$51.6 - $82.03 $356K - $566K
27.7K $2.27M
JPM
Jpmorgan Chase & CO

Financial Services
-1.93K
- 4.55%
$282.78 - $316.06 $544K - $608K
40.4K $12.7M
HD
Home Depot, Inc.

Consumer Cyclical
-406
- 2.45%
$357.4 - $423.42 $145K - $172K
16.1K $6.54M
BAC
Bank Of America Corp

Financial Services
-1.85K
- 1.25%
$44.92 - $52.42 $83.3K - $97.2K
146K $7.55M
MSFT
Microsoft Corp

Technology
-2.6K
- 2.75%
$491.09 - $535.64 $1.28M - $1.39M
92.1K $47.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-788
- 2.93%
$617.65 - $666.84 $487K - $525K
26.2K $17.4M
ORCL
Oracle Corp

Technology
-8.81K
- 15.87%
$218.96 - $328.33 $1.93M - $2.89M
46.7K $13.1M
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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