Icon Wealth Advisors, LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.2B
Holdings
475
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (475 positions)
| Stock | Value |
|---|---|
AKXANSYS INC COM | $150K |
HNIHNI CORP COM | $149K |
CMCSACOMCAST CORP NEW CL A | $149K |
LNTHLANTHEUS HLDGS INC COM | $149K |
BSXBOSTON SCIENTIFIC CORP COM | $149K |
ROLROLLINS INC COM | $148K |
DGXQUEST DIAGNOSTICS INC COM | $148K |
FITBFIFTH THIRD BANCORP COM | $146K |
XLGINVESCO S&P 500 TOP 50 ETF | $146K |
ENQENTEGRIS INC COM | $146K |
SCISERVICE CORP INTL COM | $145K |
KNSLKINSALE CAP GROUP INC COM | $145K |
DOCUDOCUSIGN INC COM | $144K |
VOOGVANGUARD S&P 500 GROWTH ETF | $144K |
CITCINTAS CORP COM | $143K |
TKOTKO GROUP HOLDINGS INC CL A | $141K |
NADNUVEEN QUALITY MUNCP INCOME FD COM | $141K |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $140K |
MRVLMARVELL TECHNOLOGY INC COM | $140K |
NXPNUVEEN SELECT TAX-FREE INCOME SH BEN INT | $139K |
NGGNATIONAL GRID PLC SPONSORED ADR NE | $136K |
DUKDUKE ENERGY CORP NEW COM NEW | $136K |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $135K |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $135K |
TSCOTRACTOR SUPPLY CO COM | $133K |
BWXTBWX TECHNOLOGIES INC COM | $133K |
PODDINSULET CORP COM | $132K |
DDDUPONT DE NEMOURS INC COM | $132K |
XYZBLOCK INC CL A | $132K |
PRVAPRIVIA HEALTH GROUP INC COM | $132K |
NXPINXP SEMICONDUCTORS N V COM | $132K |
8CWCROWN CASTLE INC COM | $130K |
EFAISHARES MSCI EAFE ETF | $130K |
DOCSDOXIMITY INC CL A | $129K |
MDIVMULTI-ASSET DIVERSIFIED INCOME INDEX FUND | $128K |
MLPXGLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | $128K |
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS | $127K |
A4SAMERIPRISE FINL INC COM | $126K |
APHAMPHENOL CORP NEW CL A | $126K |
EQTEQT CORP COM | $125K |
CLHCLEAN HARBORS INC COM | $125K |
ENSGENSIGN GROUP INC COM | $124K |
WSTWEST PHARMACEUTICAL SVSC INC COM | $123K |
SIZEISHARES MSCI USA SIZE FACTOR ETF | $122K |
CRLCHARLES RIV LABS INTL INC COM | $122K |
BDJBLACKROCK ENHANCED EQUITY DIVI COM | $122K |
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | $122K |
BSVVANGUARD SHORT-TERM BOND ETF | $120K |
SMHVANECK SEMICONDUCTOR ETF | $119K |
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $119K |
COKECOCA COLA CONS INC COM | $119K |
LEALEAR CORP COM NEW | $118K |
NWGNATWEST GROUP PLC SPONS ADR | $116K |
TOSTTOAST INC CL A | $115K |
GLOBGLOBANT S A COM | $115K |
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $115K |
MKLMARKEL GROUP INC COM | $114K |
TLTISHARES 20 YEAR TREASURY BOND ETF | $114K |
BHPBHP GROUP LTD SPONSORED ADS | $112K |
MUSAMURPHY USA INC COM | $112K |
GILDGILEAD SCIENCES INC COM | $111K |
TECHBIO-TECHNE CORP COM | $110K |
HUBBHUBBELL INC COM | $110K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $109K |
WKWORKIVA INC COM CL A | $109K |
GWREGUIDEWIRE SOFTWARE INC COM | $108K |
TCBITEXAS CAP BANCSHARES INC COM | $108K |
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR | $107K |
CWENCLEARWAY ENERGY INC CL C | $106K |
ALCALCON AG ORD SHS | $106K |
FRPTFRESHPET INC COM | $106K |
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $104K |
XNEAXNUVEEN AMT FREE QLTY MUN INCME COM | $102K |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $102K |
CPAYCORPAY INC COM SHS | $100K |
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