Icon Wealth Advisors, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$1.1T

Holdings

432

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (432 positions)

StockValue
MLMMARTIN MARIETTA MATLS INC COM
$253K
SHELSHELL PLC SPON ADS
$253K
BKNGBOOKING HOLDINGS INC COM
$253K
TFLOISHARES TREASURY FLOATING RATE BOND ETF
$252K
RGENREPLIGEN CORP COM
$250K
BDNBRANDYWINE RLTY TR SH BEN INT NEW
$249K
OBDCBLUE OWL CAPITAL CORPORATION COM
$248K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$245K
FCXFREEPORT-MCMORAN INC CL B
$242K
DASHDOORDASH INC CL A
$238K
LNGCHENIERE ENERGY INC COM NEW
$236K
IYHISHARES U.S. HEALTHCARE ETF
$234K
ICVTISHARES CONVERTIBLE BOND ETF
$233K
ARANTERO RESOURCES CORP COM
$232K
KOSKOSMOS ENERGY LTD COM
$232K
IJHISHARES CORE S&P MID-CAP ETF
$229K
FIVEFIVE BELOW INC COM
$228K
HLTHILTON WORLDWIDE HLDGS INC COM
$223K
SPGSIMON PPTY GROUP INC NEW COM
$220K
ROKROCKWELL AUTOMATION INC COM
$218K
ROPROPER TECHNOLOGIES INC COM
$214K
FPFFIRST TR INTER DURATN PFD & IN COM
$214K
FALNISHARES FALLEN ANGELS USD BOND ETF
$211K
CCCCCC INTELLIGENT SOLUTIONS HLD COM
$210K
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$207K
TMUST-MOBILE US INC COM
$206K
DSGDESCARTES SYS GROUP INC COM
$206K
TROWPRICE T ROWE GROUP INC COM
$205K
VTEBVANGUARD TAX-EXEMPT BOND ETF
$202K
LHXL3HARRIS TECHNOLOGIES INC COM
$201K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$201K
JCIJOHNSON CTLS INTL PLC SHS
$200K
TRITHOMSON REUTERS CORP. COM
$199K
BNDVANGUARD TOTAL BOND MARKET ETF
$198K
PGNYPROGYNY INC COM
$196K
PDIPIMCO DYNAMIC INCOME FD SHS
$196K
PINSPINTEREST INC CL A
$194K
DTMDT MIDSTREAM INC COMMON STOCK
$194K
ELLAUDER ESTEE COS INC CL A
$193K
BLBLACKLINE INC COM
$192K
JKHYHENRY JACK & ASSOC INC COM
$191K
CFRCULLEN FROST BANKERS INC COM
$189K
SNYSANOFI SPONSORED ADR
$188K
OPCHOPTION CARE HEALTH INC COM NEW
$187K
HDBHDFC BANK LTD SPONSORED ADS
$186K
PPLPEMBINA PIPELINE CORP COM
$184K
PHPARKER-HANNIFIN CORP COM
$183K
EXPDEXPEDITORS INTL WASH INC COM
$182K
GSGOLDMAN SACHS GROUP INC COM
$181K
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
$177K
DVDOUBLEVERIFY HLDGS INC COM
$177K
AMLPALERIAN MLP ETF
$177K
GWWGRAINGER W W INC COM
$177K
LEALEAR CORP COM NEW
$176K
IWMISHARES RUSSELL 2000 ETF
$173K
TTENTOTALENERGIES SE SPONSORED ADS
$173K
SYYSYSCO CORP COM
$172K
VNQVANGUARD REAL ESTATE ETF
$172K
WCNWASTE CONNECTIONS INC COM
$171K
EIPIFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
$171K
ODFLOLD DOMINION FREIGHT LINE INC COM
$170K
RTORENTOKIL INITIAL PLC SPONSORED ADR
$168K
ACVAACV AUCTIONS INC COM CL A
$166K
RACEFERRARI N V COM
$166K
MRVLMARVELL TECHNOLOGY INC COM
$165K
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$165K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$165K
SYKSTRYKER CORPORATION COM
$164K
CLEARBRIDGE MLP AND MIDSTRM TR COM
$164K
MGYMAGNOLIA OIL & GAS CORP CL A
$164K
PWSCPOWERSCHOOL HOLDINGS INC COM CL A
$160K
FDSFACTSET RESH SYS INC COM
$156K
DUKDUKE ENERGY CORP NEW COM NEW
$155K
MSIMOTOROLA SOLUTIONS INC COM NEW
$154K
GDYNGRID DYNAMICS HLDGS INC CL A
$153K
BDXBECTON DICKINSON & CO COM
$150K
SEICSEI INVTS CO COM
$149K
DEODIAGEO PLC SPON ADR NEW
$148K
CERTCERTARA INC COM
$147K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$144K
AONAON PLC SHS CL A
$139K
BLDTOPBUILD CORP COM
$136K
SIZEISHARES MSCI USA SIZE FACTOR ETF
$136K
YUMYUM BRANDS INC COM
$134K
FANGDIAMONDBACK ENERGY INC COM
$133K
GQ9SPDR GOLD SHARES
$132K
GNRCGENERAC HLDGS INC COM
$131K
XYZBLOCK INC CL A
$131K
NEOGNEOGEN CORP COM
$131K
IYEISHARES U.S. ENERGY ETF
$130K
IWOISHARES RUSSELL 2000 GROWTH ETF
$130K
HUBBHUBBELL INC COM
$129K
ILMNILLUMINA INC COM
$128K
IQVIQVIA HLDGS INC COM
$128K
CLHCLEAN HARBORS INC COM
$128K
EFAISHARES MSCI EAFE ETF
$128K
EQIXEQUINIX INC COM
$125K
COKECOCA COLA CONS INC COM
$124K
SCISERVICE CORP INTL COM
$124K
VOOGVANGUARD S&P 500 GROWTH ETF
$122K
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