Icon Wealth Advisors, LLC holdings history

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418 is the total number of securities Icon Wealth Advisors, LLC has owned. The longest Icon Wealth Advisors, LLC has owned a single stock is 2 quarters.

Icon Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR228.50%8.59%8.69%Q3 2022Q4 20222
ACN ACCENTURE PLC IRELAND226.38%6.42%6.46%Q3 2022Q4 20222
ESGU ISHARES TR225.21%5.43%5.66%Q3 2022Q4 20222
IUSB ISHARES TR222.52%2.72%2.93%Q3 2022Q4 20222
CVX CHEVRON CORP NEW222.26%2.51%2.77%Q3 2022Q4 20222
MUB ISHARES TR222.19%2.38%2.58%Q3 2022Q4 20222
MSFT MICROSOFT CORP222.28%2.31%2.34%Q3 2022Q4 20222
EFV ISHARES TR222.09%2.31%2.53%Q3 2022Q4 20222
XOM EXXON MOBIL CORP222.01%2.15%2.29%Q3 2022Q4 20222
EFG ISHARES TR221.92%1.96%1.99%Q3 2022Q4 20222
AMZN AMAZON COM INC221.25%1.49%1.74%Q3 2022Q4 20222
GOVT ISHARES TR220.66%1.41%2.15%Q3 2022Q4 20222
EEMV ISHARES INC221.27%1.34%1.41%Q3 2022Q4 20222
AAPL APPLE INC221.18%1.30%1.43%Q3 2022Q4 20222
EPD ENTERPRISE PRODS PARTN...221.21%1.28%1.35%Q3 2022Q4 20222
SPY SPDR S&P 500 ETF TR220.98%1.12%1.27%Q3 2022Q4 20222
GOOG ALPHABET INC220.96%0.97%0.99%Q3 2022Q4 20222
ABBV ABBVIE INC220.85%0.93%1.00%Q3 2022Q4 20222
UNH UNITEDHEALTH GROUP INC220.89%0.90%0.90%Q3 2022Q4 20222
MRK MERCK & CO INC220.78%0.86%0.95%Q3 2022Q4 20222
ABT ABBOTT LABS220.81%0.86%0.91%Q3 2022Q4 20222
PEP PEPSICO INC220.79%0.83%0.87%Q3 2022Q4 20222
AVGO BROADCOM INC220.72%0.79%0.86%Q3 2022Q4 20222
PG PROCTER AND GAMBLE CO220.71%0.76%0.81%Q3 2022Q4 20222
KMI KINDER MORGAN INC DEL220.71%0.75%0.78%Q3 2022Q4 20222
USMV ISHARES TR220.73%0.73%0.73%Q3 2022Q4 20222
TFC TRUIST FINL CORP220.70%0.72%0.74%Q3 2022Q4 20222
HD HOME DEPOT INC220.68%0.71%0.74%Q3 2022Q4 20222
MDLZ MONDELEZ INTL INC220.64%0.69%0.74%Q3 2022Q4 20222
SBUX STARBUCKS CORP220.63%0.68%0.72%Q3 2022Q4 20222
IJR ISHARES TR220.60%0.68%0.75%Q3 2022Q4 20222
SUB ISHARES TR220.62%0.67%0.71%Q3 2022Q4 20222
V VISA INC220.62%0.66%0.69%Q3 2022Q4 20222
NEE NEXTERA ENERGY INC220.64%0.65%0.66%Q3 2022Q4 20222
PNC PNC FINL SVCS GROUP INC220.64%0.65%0.65%Q3 2022Q4 20222
UPS UNITED PARCEL SERVICE INC220.63%0.64%0.65%Q3 2022Q4 20222
BAC BK OF AMERICA CORP220.63%0.63%0.64%Q3 2022Q4 20222
APD AIR PRODS & CHEMS INC220.55%0.63%0.71%Q3 2022Q4 20222
NFLX NETFLIX INC220.55%0.62%0.70%Q3 2022Q4 20222
MA MASTERCARD INCORPORATED220.56%0.61%0.66%Q3 2022Q4 20222
MBB ISHARES TR220.16%0.61%1.06%Q3 2022Q4 20222
TXN TEXAS INSTRS INC220.58%0.58%0.59%Q3 2022Q4 20222
LLY LILLY ELI & CO220.56%0.58%0.60%Q3 2022Q4 20222
MCD MCDONALDS CORP220.53%0.56%0.58%Q3 2022Q4 20222
BLK BLACKROCK INC220.50%0.55%0.61%Q3 2022Q4 20222
CSCO CISCO SYS INC220.51%0.54%0.57%Q3 2022Q4 20222
TPYP MANAGED PORTFOLIO SERIES220.52%0.52%0.52%Q3 2022Q4 20222
MMC MARSH & MCLENNAN COS INC220.47%0.49%0.50%Q3 2022Q4 20222
SRE SEMPRA220.48%0.48%0.49%Q3 2022Q4 20222
ADP AUTOMATIC DATA PROCESS...220.48%0.48%0.48%Q3 2022Q4 20222
CCI CROWN CASTLE INC220.44%0.46%0.49%Q3 2022Q4 20222
ADBE ADOBE SYSTEMS INCORPOR...220.39%0.46%0.53%Q3 2022Q4 20222
ADSK AUTODESK INC220.45%0.46%0.47%Q3 2022Q4 20222
ETN EATON CORP PLC220.40%0.45%0.51%Q3 2022Q4 20222
BRKB BERKSHIRE HATHAWAY INC...220.43%0.45%0.47%Q3 2022Q4 20222
O REALTY INCOME CORP220.44%0.44%0.45%Q3 2022Q4 20222
QCOM QUALCOMM INC220.42%0.44%0.45%Q3 2022Q4 20222
TLH ISHARES TR220.38%0.43%0.49%Q3 2022Q4 20222
WMB WILLIAMS COS INC220.40%0.43%0.45%Q3 2022Q4 20222
LMT LOCKHEED MARTIN CORP220.39%0.43%0.46%Q3 2022Q4 20222
USB US BANCORP DEL220.40%0.41%0.41%Q3 2022Q4 20222
MMP MAGELLAN MIDSTREAM PRT...220.39%0.40%0.41%Q3 2022Q4 20222
374WATER INC220.38%0.39%0.39%Q3 2022Q4 20222
TIP ISHARES TR220.10%0.38%0.67%Q3 2022Q4 20222
MDT MEDTRONIC PLC220.34%0.37%0.40%Q3 2022Q4 20222
PLD PROLOGIS INC.220.31%0.37%0.42%Q3 2022Q4 20222
TLT ISHARES TR220.32%0.35%0.39%Q3 2022Q4 20222
IWF ISHARES TR220.34%0.35%0.36%Q3 2022Q4 20222
KDP KEURIG DR PEPPER INC220.34%0.34%0.35%Q3 2022Q4 20222
IEFA ISHARES TR220.32%0.34%0.35%Q3 2022Q4 20222
CRM SALESFORCE INC220.29%0.33%0.36%Q3 2022Q4 20222
GOOGL ALPHABET INC220.30%0.33%0.35%Q3 2022Q4 20222
FVD FIRST TR VALUE LINE DI...220.31%0.31%0.32%Q3 2022Q4 20222
EOG EOG RES INC220.30%0.31%0.32%Q3 2022Q4 20222
NOW SERVICENOW INC220.30%0.31%0.32%Q3 2022Q4 20222
SHYG ISHARES TR220.02%0.30%0.58%Q3 2022Q4 20222
COMT ISHARES U S ETF TR220.26%0.30%0.33%Q3 2022Q4 20222
PAYX PAYCHEX INC220.29%0.30%0.30%Q3 2022Q4 20222
ICVT ISHARES TR220.28%0.29%0.31%Q3 2022Q4 20222
IT GARTNER INC220.27%0.29%0.31%Q3 2022Q4 20222
SPG SIMON PPTY GROUP INC NEW220.25%0.29%0.33%Q3 2022Q4 20222
ITW ILLINOIS TOOL WKS INC220.26%0.28%0.30%Q3 2022Q4 20222
IWD ISHARES TR220.27%0.27%0.28%Q3 2022Q4 20222
JNJ JOHNSON & JOHNSON220.27%0.27%0.28%Q3 2022Q4 20222
ZTS ZOETIS INC220.26%0.27%0.27%Q3 2022Q4 20222
ESGE ISHARES INC220.21%0.26%0.32%Q3 2022Q4 20222
MTUM ISHARES TR220.02%0.26%0.50%Q3 2022Q4 20222
WEC WEC ENERGY GROUP INC220.25%0.25%0.26%Q3 2022Q4 20222
FIS FIDELITY NATL INFORMAT...220.18%0.25%0.32%Q3 2022Q4 20222
GLW CORNING INC220.23%0.24%0.25%Q3 2022Q4 20222
FPE FIRST TR EXCH TRADED F...220.22%0.24%0.26%Q3 2022Q4 20222
NKE NIKE INC220.20%0.24%0.28%Q3 2022Q4 20222
ET ENERGY TRANSFER L P220.23%0.23%0.24%Q3 2022Q4 20222
PYPL PAYPAL HLDGS INC220.19%0.23%0.27%Q3 2022Q4 20222
JPM JPMORGAN CHASE & CO220.21%0.22%0.24%Q3 2022Q4 20222
IFRA ISHARES TR220.22%0.22%0.23%Q3 2022Q4 20222
IYE ISHARES TR220.22%0.22%0.22%Q3 2022Q4 20222
AMT AMERICAN TOWER CORP NEW220.13%0.22%0.30%Q3 2022Q4 20222
ABNB AIRBNB INC220.22%0.22%0.22%Q3 2022Q4 20222
FB META PLATFORMS INC220.08%0.22%0.35%Q3 2022Q4 20222
TMO THERMO FISHER SCIENTIF...220.04%0.22%0.39%Q3 2022Q4 20222
HON HONEYWELL INTL INC220.19%0.21%0.23%Q3 2022Q4 20222
PSX PHILLIPS 66220.18%0.20%0.22%Q3 2022Q4 20222
FET FORUM ENERGY TECHNOLOG...220.08%0.20%0.31%Q3 2022Q4 20222
VTI VANGUARD INDEX FDS220.12%0.19%0.27%Q3 2022Q4 20222
IYH ISHARES TR220.18%0.19%0.19%Q3 2022Q4 20222
FAUG FIRST TR EXCHNG TRADED...220.18%0.18%0.18%Q3 2022Q4 20222
VLUE ISHARES TR220.18%0.18%0.18%Q3 2022Q4 20222
IBM INTERNATIONAL BUSINESS...220.17%0.18%0.19%Q3 2022Q4 20222
PAA PLAINS ALL AMERN PIPEL...220.18%0.18%0.18%Q3 2022Q4 20222
NVDA NVIDIA CORPORATION220.17%0.18%0.19%Q3 2022Q4 20222
DGRO ISHARES TR220.17%0.18%0.19%Q3 2022Q4 20222
LQD ISHARES TR220.16%0.18%0.19%Q3 2022Q4 20222
PM PHILIP MORRIS INTL INC220.16%0.17%0.18%Q3 2022Q4 20222
ES EVERSOURCE ENERGY220.15%0.17%0.19%Q3 2022Q4 20222
FALN ISHARES TR220.10%0.17%0.23%Q3 2022Q4 20222
INTC INTEL CORP220.16%0.16%0.16%Q3 2022Q4 20222
EFA ISHARES TR220.14%0.15%0.16%Q3 2022Q4 20222
VZ VERIZON COMMUNICATIONS...220.05%0.15%0.25%Q3 2022Q4 20222
ILMN ILLUMINA INC220.10%0.15%0.20%Q3 2022Q4 20222
RDVY FIRST TR EXCHANGE-TRAD...220.13%0.14%0.15%Q3 2022Q4 20222
HEI HEICO CORP NEW220.14%0.14%0.14%Q3 2022Q4 20222
TRGP TARGA RES CORP220.13%0.14%0.15%Q3 2022Q4 20222
ITOT ISHARES TR220.13%0.13%0.13%Q3 2022Q4 20222
COP CONOCOPHILLIPS220.12%0.13%0.14%Q3 2022Q4 20222
WMT WALMART INC220.12%0.13%0.13%Q3 2022Q4 20222
CSGP COSTAR GROUP INC220.13%0.13%0.13%Q3 2022Q4 20222
OKE ONEOK INC NEW220.12%0.13%0.14%Q3 2022Q4 20222
FAST FASTENAL CO220.12%0.13%0.13%Q3 2022Q4 20222
GLOB GLOBANT S A220.11%0.13%0.14%Q3 2022Q4 20222
DIS DISNEY WALT CO220.12%0.13%0.13%Q3 2022Q4 20222
PCTY PAYLOCITY HLDG CORP220.10%0.12%0.14%Q3 2022Q4 20222
DOCU DOCUSIGN INC220.11%0.12%0.14%Q3 2022Q4 20222
RBA RITCHIE BROS AUCTIONEERS220.11%0.12%0.14%Q3 2022Q4 20222
ORCL ORACLE CORP220.11%0.12%0.14%Q3 2022Q4 20222
PDI PIMCO DYNAMIC INCOME FD220.10%0.12%0.13%Q3 2022Q4 20222
ALGN ALIGN TECHNOLOGY INC220.10%0.11%0.12%Q3 2022Q4 20222
TYL TYLER TECHNOLOGIES INC220.10%0.11%0.12%Q3 2022Q4 20222
AXP AMERICAN EXPRESS CO220.11%0.11%0.11%Q3 2022Q4 20222
VUG VANGUARD INDEX FDS220.10%0.11%0.11%Q3 2022Q4 20222
FIVE FIVE BELOW INC220.10%0.11%0.12%Q3 2022Q4 20222
PAYC PAYCOM SOFTWARE INC220.10%0.11%0.12%Q3 2022Q4 20222
BND VANGUARD BD INDEX FDS220.02%0.11%0.19%Q3 2022Q4 20222
PFE PFIZER INC220.10%0.11%0.11%Q3 2022Q4 20222
VRTX VERTEX PHARMACEUTICALS...220.10%0.10%0.11%Q3 2022Q4 20222
IXN ISHARES TR220.07%0.10%0.13%Q3 2022Q4 20222
LOW LOWES COS INC220.10%0.10%0.11%Q3 2022Q4 20222
VWO VANGUARD INTL EQUITY I...220.09%0.10%0.12%Q3 2022Q4 20222
IGM ISHARES TR220.10%0.10%0.10%Q3 2022Q4 20222
EMLP FIRST TR EXCHANGE-TRAD...220.10%0.10%0.10%Q3 2022Q4 20222
FDL FIRST TR MORNINGSTAR D...220.09%0.10%0.10%Q3 2022Q4 20222
TECH BIO-TECHNE CORP220.10%0.10%0.10%Q3 2022Q4 20222
NVO NOVO-NORDISK A S220.08%0.10%0.11%Q3 2022Q4 20222
COST COSTCO WHSL CORP NEW220.09%0.10%0.10%Q3 2022Q4 20222
ROL ROLLINS INC220.09%0.09%0.10%Q3 2022Q4 20222
IWM ISHARES TR220.09%0.09%0.09%Q3 2022Q4 20222
LIN LINDE PLC220.09%0.09%0.09%Q3 2022Q4 20222
IEMG ISHARES INC220.09%0.09%0.09%Q3 2022Q4 20222
WST WEST PHARMACEUTICAL SV...220.08%0.09%0.09%Q3 2022Q4 20222
TEL TE CONNECTIVITY LTD220.08%0.08%0.09%Q3 2022Q4 20222
ENB ENBRIDGE INC220.08%0.08%0.08%Q3 2022Q4 20222
LOPE GRAND CANYON ED INC220.08%0.08%0.09%Q3 2022Q4 20222
XBI SPDR SER TR220.06%0.08%0.10%Q3 2022Q4 20222
CVS CVS HEALTH CORP220.07%0.08%0.08%Q3 2022Q4 20222
GDDY GODADDY INC220.08%0.08%0.08%Q3 2022Q4 20222
FPF FIRST TR INTER DURATN ...220.08%0.08%0.08%Q3 2022Q4 20222
ALRM ALARM COM HLDGS INC220.06%0.08%0.09%Q3 2022Q4 20222
DEO DIAGEO PLC220.08%0.08%0.08%Q3 2022Q4 20222
TSLA TESLA INC220.05%0.08%0.11%Q3 2022Q4 20222
WTM WHITE MTNS INS GROUP LTD220.04%0.07%0.11%Q3 2022Q4 20222
VRSK VERISK ANALYTICS INC220.07%0.07%0.08%Q3 2022Q4 20222
IGSB ISHARES TR220.04%0.07%0.10%Q3 2022Q4 20222
KO COCA COLA CO220.07%0.07%0.07%Q3 2022Q4 20222
XLI SELECT SECTOR SPDR TR220.06%0.07%0.07%Q3 2022Q4 20222
VTV VANGUARD INDEX FDS220.07%0.07%0.07%Q3 2022Q4 20222
PFF ISHARES TR220.06%0.07%0.08%Q3 2022Q4 20222
EXPO EXPONENT INC220.07%0.07%0.07%Q3 2022Q4 20222
WK WORKIVA INC220.06%0.06%0.07%Q3 2022Q4 20222
DBEF DBX ETF TR220.06%0.06%0.07%Q3 2022Q4 20222
ENSG ENSIGN GROUP INC220.06%0.06%0.07%Q3 2022Q4 20222
TRP TC ENERGY CORP220.06%0.06%0.06%Q3 2022Q4 20222
XLK SELECT SECTOR SPDR TR220.06%0.06%0.06%Q3 2022Q4 20222
ANSS ANSYS INC220.06%0.06%0.06%Q3 2022Q4 20222
DEN DENBURY INC220.06%0.06%0.06%Q3 2022Q4 20222
SLB SCHLUMBERGER LTD220.05%0.06%0.07%Q3 2022Q4 20222
CMCSA COMCAST CORP NEW220.06%0.06%0.06%Q3 2022Q4 20222
SPGI S&P GLOBAL INC220.06%0.06%0.06%Q3 2022Q4 20222
CP CANADIAN PAC RY LTD220.06%0.06%0.06%Q3 2022Q4 20222
SDY SPDR SER TR220.06%0.06%0.06%Q3 2022Q4 20222
ESTE EARTHSTONE ENERGY INC220.02%0.06%0.10%Q3 2022Q4 20222
BA BOEING CO220.04%0.06%0.07%Q3 2022Q4 20222
ARKK ARK ETF TR220.02%0.05%0.08%Q3 2022Q4 20222
AMGN AMGEN INC220.05%0.05%0.06%Q3 2022Q4 20222
STIP ISHARES TR220.05%0.05%0.06%Q3 2022Q4 20222
WSO WATSCO INC220.05%0.05%0.06%Q3 2022Q4 20222
JKHY HENRY JACK & ASSOC INC220.05%0.05%0.06%Q3 2022Q4 20222
VIG VANGUARD SPECIALIZED F...220.05%0.05%0.05%Q3 2022Q4 20222
BRKA BERKSHIRE HATHAWAY INC...220.05%0.05%0.05%Q3 2022Q4 20222
CRL CHARLES RIV LABS INTL INC220.05%0.05%0.05%Q3 2022Q4 20222
VEU VANGUARD INTL EQUITY I...220.03%0.05%0.07%Q3 2022Q4 20222
NATI NATIONAL INSTRS CORP220.05%0.05%0.05%Q3 2022Q4 20222
NVS NOVARTIS AG220.05%0.05%0.05%Q3 2022Q4 20222
WTTR SELECT ENERGY SVCS INC220.04%0.05%0.06%Q3 2022Q4 20222
IXUS ISHARES TR220.05%0.05%0.05%Q3 2022Q4 20222
SHY ISHARES TR220.03%0.05%0.07%Q3 2022Q4 20222
NOC NORTHROP GRUMMAN CORP220.05%0.05%0.05%Q3 2022Q4 20222
BBJP J P MORGAN EXCHANGE TR...220.05%0.05%0.05%Q3 2022Q4 20222
IEF ISHARES TR220.02%0.05%0.07%Q3 2022Q4 20222
BL BLACKLINE INC220.05%0.05%0.05%Q3 2022Q4 20222
BBCA J P MORGAN EXCHANGE TR...220.05%0.05%0.05%Q3 2022Q4 20222
ACEL ACCEL ENTERTAINMENT INC220.04%0.05%0.05%Q3 2022Q4 20222
UNP UNION PAC CORP220.04%0.04%0.04%Q3 2022Q4 20222
FMB FIRST TR EXCH TRADED F...220.04%0.04%0.04%Q3 2022Q4 20222
BE BLOOM ENERGY CORP220.04%0.04%0.05%Q3 2022Q4 20222
ZI ZOOMINFO TECHNOLOGIES INC220.03%0.04%0.05%Q3 2022Q4 20222
MEDP MEDPACE HLDGS INC220.04%0.04%0.05%Q3 2022Q4 20222
AMN AMN HEALTHCARE SVCS INC220.04%0.04%0.05%Q3 2022Q4 20222
IVW ISHARES TR220.04%0.04%0.04%Q3 2022Q4 20222
DTE DTE ENERGY CO220.04%0.04%0.04%Q3 2022Q4 20222
DG DOLLAR GEN CORP NEW220.04%0.04%0.04%Q3 2022Q4 20222
ICLR ICON PLC220.04%0.04%0.05%Q3 2022Q4 20222
TTE TOTALENERGIES SE220.04%0.04%0.04%Q3 2022Q4 20222
BTT BLACKROCK MUN TARGET T...220.04%0.04%0.04%Q3 2022Q4 20222
IWP ISHARES TR220.04%0.04%0.04%Q3 2022Q4 20222
SHM SPDR SER TR220.04%0.04%0.04%Q3 2022Q4 20222
BTI BRITISH AMERN TOB PLC220.04%0.04%0.04%Q3 2022Q4 20222
IBTX INDEPENDENT BANK GROUP...220.04%0.04%0.04%Q3 2022Q4 20222
IWS ISHARES TR220.04%0.04%0.04%Q3 2022Q4 20222
VIOV VANGUARD ADMIRAL FDS INC220.04%0.04%0.04%Q3 2022Q4 20222
IWN ISHARES TR220.04%0.04%0.04%Q3 2022Q4 20222
ASML ASML HOLDING N V220.04%0.04%0.04%Q3 2022Q4 20222
BIIB BIOGEN INC220.04%0.04%0.04%Q3 2022Q4 20222
UL UNILEVER PLC220.04%0.04%0.04%Q3 2022Q4 20222
MO ALTRIA GROUP INC220.04%0.04%0.04%Q3 2022Q4 20222
XLV SELECT SECTOR SPDR TR220.04%0.04%0.04%Q3 2022Q4 20222
MAIN MAIN STR CAP CORP220.04%0.04%0.04%Q3 2022Q4 20222
KIDS ORTHOPEDIATRICS CORP220.03%0.04%0.04%Q3 2022Q4 20222
TFI SPDR SER TR220.04%0.04%0.04%Q3 2022Q4 20222
XLF SELECT SECTOR SPDR TR220.04%0.04%0.04%Q3 2022Q4 20222
SNOW SNOWFLAKE INC220.04%0.04%0.04%Q3 2022Q4 20222
IEI ISHARES TR220.04%0.04%0.04%Q3 2022Q4 20222
GWRE GUIDEWIRE SOFTWARE INC220.03%0.04%0.04%Q3 2022Q4 20222
BSV VANGUARD BD INDEX FDS220.03%0.04%0.04%Q3 2022Q4 20222
SHOP SHOPIFY INC220.03%0.04%0.04%Q3 2022Q4 20222
BBAX J P MORGAN EXCHANGE TR...220.03%0.03%0.04%Q3 2022Q4 20222
ASPEN TECHNOLOGY INC220.03%0.03%0.04%Q3 2022Q4 20222
PGNY PROGYNY INC220.03%0.03%0.04%Q3 2022Q4 20222
TRI THOMSON REUTERS CORP.220.03%0.03%0.04%Q3 2022Q4 20222
C CITIGROUP INC220.03%0.03%0.03%Q3 2022Q4 20222
CRWD CROWDSTRIKE HLDGS INC220.03%0.03%0.04%Q3 2022Q4 20222
MINT PIMCO ETF TR220.03%0.03%0.03%Q3 2022Q4 20222
BSM BLACK STONE MINERALS L P220.03%0.03%0.03%Q3 2022Q4 20222
T AT&T INC220.03%0.03%0.04%Q3 2022Q4 20222
FEX FIRST TR LRGE CP CORE ...220.03%0.03%0.03%Q3 2022Q4 20222
WOLFSPEED INC220.02%0.03%0.04%Q3 2022Q4 20222
CGNX COGNEX CORP220.03%0.03%0.03%Q3 2022Q4 20222
LHX L3HARRIS TECHNOLOGIES INC220.03%0.03%0.03%Q3 2022Q4 20222
WFC WELLS FARGO CO NEW220.03%0.03%0.03%Q3 2022Q4 20222
WES WESTERN MIDSTREAM PART...220.03%0.03%0.03%Q3 2022Q4 20222
FND FLOOR & DECOR HLDGS INC220.03%0.03%0.03%Q3 2022Q4 20222
QUAL ISHARES TR220.03%0.03%0.03%Q3 2022Q4 20222
MMM 3M CO220.03%0.03%0.03%Q3 2022Q4 20222
VNQ VANGUARD INDEX FDS220.03%0.03%0.03%Q3 2022Q4 20222
VEA VANGUARD TAX-MANAGED FDS220.03%0.03%0.03%Q3 2022Q4 20222
REGN REGENERON PHARMACEUTICALS220.03%0.03%0.03%Q3 2022Q4 20222
BCE BCE INC220.03%0.03%0.03%Q3 2022Q4 20222
GILD GILEAD SCIENCES INC220.03%0.03%0.03%Q3 2022Q4 20222
STWD STARWOOD PPTY TR INC220.03%0.03%0.03%Q3 2022Q4 20222
AMED AMEDISYS INC220.02%0.03%0.03%Q3 2022Q4 20222
MS MORGAN STANLEY220.02%0.03%0.04%Q3 2022Q4 20222
OSH OAK STR HEALTH INC220.02%0.03%0.03%Q3 2022Q4 20222
ALL ALLSTATE CORP220.03%0.03%0.03%Q3 2022Q4 20222
CEM CLEARBRIDGE MLP AND MI...220.03%0.03%0.03%Q3 2022Q4 20222
JCI JOHNSON CTLS INTL PLC220.02%0.03%0.03%Q3 2022Q4 20222
FIVN FIVE9 INC220.02%0.03%0.03%Q3 2022Q4 20222
SHELL PLC220.02%0.03%0.03%Q3 2022Q4 20222
MNST MONSTER BEVERAGE CORP NEW220.03%0.03%0.03%Q3 2022Q4 20222
HUBS HUBSPOT INC220.03%0.03%0.03%Q3 2022Q4 20222
XLY SELECT SECTOR SPDR TR220.02%0.03%0.03%Q3 2022Q4 20222
GDYN GRID DYNAMICS HLDGS INC220.02%0.03%0.03%Q3 2022Q4 20222
PAVE GLOBAL X FDS220.02%0.03%0.03%Q3 2022Q4 20222
DE DEERE & CO220.02%0.03%0.03%Q3 2022Q4 20222
ALC ALCON AG220.02%0.03%0.03%Q3 2022Q4 20222
IVE ISHARES TR220.02%0.03%0.03%Q3 2022Q4 20222
AEP AMERICAN ELEC PWR CO INC220.02%0.03%0.03%Q3 2022Q4 20222
PODD INSULET CORP220.02%0.03%0.03%Q3 2022Q4 20222
GEM GOLDMAN SACHS ETF TR220.02%0.03%0.03%Q3 2022Q4 20222
SQSP SQUARESPACE INC220.02%0.02%0.03%Q3 2022Q4 20222
IGRO ISHARES TR220.02%0.02%0.03%Q3 2022Q4 20222
ETSY ETSY INC220.02%0.02%0.03%Q3 2022Q4 20222
IWO ISHARES TR220.02%0.02%0.02%Q3 2022Q4 20222
CERT CERTARA INC220.02%0.02%0.02%Q3 2022Q4 20222
XLP SELECT SECTOR SPDR TR220.02%0.02%0.02%Q3 2022Q4 20222
SNY SANOFI220.02%0.02%0.02%Q3 2022Q4 20222
XLE SELECT SECTOR SPDR TR220.02%0.02%0.02%Q3 2022Q4 20222
VGIT VANGUARD SCOTTSDALE FDS220.01%0.02%0.03%Q3 2022Q4 20222
FCX FREEPORT-MCMORAN INC220.02%0.02%0.02%Q3 2022Q4 20222
SU SUNCOR ENERGY INC NEW220.02%0.02%0.02%Q3 2022Q4 20222
DEFINITIVE HEALTHCARE ...220.02%0.02%0.03%Q3 2022Q4 20222
AMCR AMCOR PLC220.02%0.02%0.02%Q3 2022Q4 20222
RELX RELX PLC220.01%0.02%0.03%Q3 2022Q4 20222
NAD NUVEEN QUALITY MUNCP I...220.02%0.02%0.02%Q3 2022Q4 20222
AKBA AKEBIA THERAPEUTICS INC220.02%0.02%0.02%Q3 2022Q4 20222
NEA NUVEEN AMT FREE QLTY M...220.02%0.02%0.02%Q3 2022Q4 20222
VOD VODAFONE GROUP PLC NEW220.02%0.02%0.02%Q3 2022Q4 20222
SMFG SUMITOMO MITSUI FINL G...220.01%0.02%0.02%Q3 2022Q4 20222
BDJ BLACKROCK ENHANCED EQU...220.01%0.01%0.02%Q3 2022Q4 20222
IYW ISHARES TR110.63%0.63%0.63%Q4 2022Q4 20221
HDV ISHARES TR110.50%0.50%0.50%Q3 2022Q3 20221
VXUS VANGUARD STAR FDS110.22%0.22%0.22%Q4 2022Q4 20221
FTGC FIRST TR EXCHANGE TRAD...110.15%0.15%0.15%Q3 2022Q3 20221
BBY BEST BUY INC110.15%0.15%0.15%Q3 2022Q3 20221
RTX RAYTHEON TECHNOLOGIES ...110.11%0.11%0.11%Q4 2022Q4 20221
DOCT FIRST TR EXCHNG TRADED...110.08%0.08%0.08%Q4 2022Q4 20221
WRK WESTROCK CO110.06%0.06%0.06%Q4 2022Q4 20221
STELLAR BANCORP INC110.06%0.06%0.06%Q4 2022Q4 20221
VTEB VANGUARD MUN BD FDS110.05%0.05%0.05%Q4 2022Q4 20221
DNOV FIRST TR EXCHNG TRADED...110.05%0.05%0.05%Q4 2022Q4 20221
ABTX ALLEGIANCE BANCSHARES INC110.05%0.05%0.05%Q3 2022Q3 20221
FLOT ISHARES TR110.04%0.04%0.04%Q3 2022Q3 20221
NINE NINE ENERGY SERVICE INC110.04%0.04%0.04%Q4 2022Q4 20221
BLACKSTONE SECD LENDIN...110.04%0.04%0.04%Q4 2022Q4 20221
AVLR AVALARA INC110.04%0.04%0.04%Q3 2022Q3 20221
TWTR TWITTER INC110.03%0.03%0.03%Q3 2022Q3 20221
VGSH VANGUARD SCOTTSDALE FDS110.03%0.03%0.03%Q3 2022Q3 20221
PHYS SPROTT PHYSICAL GOLD TR110.03%0.03%0.03%Q3 2022Q3 20221
LNG CHENIERE ENERGY INC110.03%0.03%0.03%Q3 2022Q3 20221
STX SEAGATE TECHNOLOGY HLD...110.03%0.03%0.03%Q3 2022Q3 20221
TSM TAIWAN SEMICONDUCTOR M...110.03%0.03%0.03%Q3 2022Q3 20221
MGK VANGUARD WORLD FD110.03%0.03%0.03%Q3 2022Q3 20221
ATVI ACTIVISION BLIZZARD INC110.02%0.02%0.02%Q4 2022Q4 20221
LMBS FIRST TR EXCHANGE-TRAD...110.02%0.02%0.02%Q3 2022Q3 20221
IQV IQVIA HLDGS INC110.02%0.02%0.02%Q4 2022Q4 20221
ENTG ENTEGRIS INC110.02%0.02%0.02%Q3 2022Q3 20221
CRH CRH PLC110.02%0.02%0.02%Q3 2022Q3 20221
ANTM ELEVANCE HEALTH INC110.02%0.02%0.02%Q3 2022Q3 20221
EMB ISHARES TR110.02%0.02%0.02%Q3 2022Q3 20221
CME CME GROUP INC110.02%0.02%0.02%Q3 2022Q3 20221
BBEU J P MORGAN EXCHANGE TR...110.02%0.02%0.02%Q3 2022Q3 20221
SCI SERVICE CORP INTL110.02%0.02%0.02%Q3 2022Q3 20221
CABO CABLE ONE INC110.02%0.02%0.02%Q3 2022Q3 20221
USIG ISHARES TR110.02%0.02%0.02%Q3 2022Q3 20221
HALEON PLC110.02%0.02%0.02%Q4 2022Q4 20221
CM CANADIAN IMPERIAL BK C...110.02%0.02%0.02%Q3 2022Q3 20221
FIXD FIRST TR EXCHNG TRADED...110.02%0.02%0.02%Q3 2022Q3 20221
IXC ISHARES TR110.02%0.02%0.02%Q3 2022Q3 20221
IWR ISHARES TR110.02%0.02%0.02%Q3 2022Q3 20221
TEAM ATLASSIAN CORP PLC110.02%0.02%0.02%Q3 2022Q3 20221
SCZ ISHARES TR110.02%0.02%0.02%Q3 2022Q3 20221
GNTY GUARANTY BANCSHARES IN...110.02%0.02%0.02%Q3 2022Q3 20221
KOF COCA-COLA FEMSA SAB DE CV110.02%0.02%0.02%Q3 2022Q3 20221
NGG NATIONAL GRID PLC110.02%0.02%0.02%Q3 2022Q3 20221
GH GUARDANT HEALTH INC110.02%0.02%0.02%Q3 2022Q3 20221
XLC SELECT SECTOR SPDR TR110.02%0.02%0.02%Q3 2022Q3 20221
BMY BRISTOL-MYERS SQUIBB CO110.02%0.02%0.02%Q3 2022Q3 20221
UBER UBER TECHNOLOGIES INC110.02%0.02%0.02%Q3 2022Q3 20221
MTCH MATCH GROUP INC NEW110.02%0.02%0.02%Q3 2022Q3 20221
D DOMINION ENERGY INC110.02%0.02%0.02%Q3 2022Q3 20221
AWK AMERICAN WTR WKS CO IN...110.02%0.02%0.02%Q3 2022Q3 20221
MPLX MPLX LP110.02%0.02%0.02%Q3 2022Q3 20221
DCP DCP MIDSTREAM LP110.02%0.02%0.02%Q3 2022Q3 20221
CBTX CBTX INC110.02%0.02%0.02%Q3 2022Q3 20221
IJH ISHARES TR110.02%0.02%0.02%Q3 2022Q3 20221
NOG NORTHERN OIL AND GAS I...110.02%0.02%0.02%Q3 2022Q3 20221
DLB DOLBY LABORATORIES INC110.02%0.02%0.02%Q3 2022Q3 20221
KMB KIMBERLY-CLARK CORP110.02%0.02%0.02%Q3 2022Q3 20221
BDX BECTON DICKINSON & CO110.02%0.02%0.02%Q3 2022Q3 20221
BSX BOSTON SCIENTIFIC CORP110.02%0.02%0.02%Q3 2022Q3 20221
DVN DEVON ENERGY CORP NEW110.02%0.02%0.02%Q3 2022Q3 20221
BABA ALIBABA GROUP HLDG LTD110.02%0.02%0.02%Q3 2022Q3 20221
IDCC INTERDIGITAL INC110.02%0.02%0.02%Q3 2022Q3 20221
CTR CLEARBRIDGE MLP AND MI...110.02%0.02%0.02%Q3 2022Q3 20221
AMAT APPLIED MATLS INC110.02%0.02%0.02%Q3 2022Q3 20221
TMUS T-MOBILE US INC110.02%0.02%0.02%Q3 2022Q3 20221
IONS IONIS PHARMACEUTICALS INC110.02%0.02%0.02%Q3 2022Q3 20221
DTM DT MIDSTREAM INC110.02%0.02%0.02%Q3 2022Q3 20221
ICLN ISHARES TR110.02%0.02%0.02%Q3 2022Q3 20221
MCK MCKESSON CORP110.02%0.02%0.02%Q3 2022Q3 20221
DFUS DIMENSIONAL ETF TRUST110.02%0.02%0.02%Q3 2022Q3 20221
SOXX ISHARES TR110.02%0.02%0.02%Q3 2022Q3 20221
ICE INTERCONTINENTAL EXCHA...110.02%0.02%0.02%Q3 2022Q3 20221
DUK DUKE ENERGY CORP NEW110.02%0.02%0.02%Q3 2022Q3 20221
IAC IAC INC110.02%0.02%0.02%Q3 2022Q3 20221
BKR BAKER HUGHES COMPANY110.02%0.02%0.02%Q3 2022Q3 20221
TU TELUS CORPORATION110.02%0.02%0.02%Q3 2022Q3 20221
HCSG HEALTHCARE SVCS GROUP INC110.02%0.02%0.02%Q3 2022Q3 20221
WDC WESTERN DIGITAL CORP.110.02%0.02%0.02%Q3 2022Q3 20221
AON AON PLC110.01%0.01%0.01%Q3 2022Q3 20221
SCHW SCHWAB CHARLES CORP110.01%0.01%0.01%Q3 2022Q3 20221
GD GENERAL DYNAMICS CORP110.01%0.01%0.01%Q3 2022Q3 20221
FDS FACTSET RESH SYS INC110.01%0.01%0.01%Q3 2022Q3 20221
CLX CLOROX CO DEL110.01%0.01%0.01%Q3 2022Q3 20221
FTS FORTIS INC110.01%0.01%0.01%Q3 2022Q3 20221
AMLP ALPS ETF TR110.01%0.01%0.01%Q3 2022Q3 20221
NICE NICE LTD110.01%0.01%0.01%Q3 2022Q3 20221
RY ROYAL BK CDA110.01%0.01%0.01%Q3 2022Q3 20221
BMO BANK MONTREAL QUE110.01%0.01%0.01%Q3 2022Q3 20221
CCEP COCA-COLA EUROPACIFIC ...110.01%0.01%0.01%Q3 2022Q3 20221
MSI MOTOROLA SOLUTIONS INC110.01%0.01%0.01%Q3 2022Q3 20221
SCHD SCHWAB STRATEGIC TR110.01%0.01%0.01%Q3 2022Q3 20221
SEDG SOLAREDGE TECHNOLOGIES...110.01%0.01%0.01%Q3 2022Q3 20221
WARNER BROS DISCOVERY INC110.01%0.01%0.01%Q3 2022Q3 20221
BAH BOOZ ALLEN HAMILTON HL...110.01%0.01%0.01%Q3 2022Q3 20221
CWEN CLEARWAY ENERGY INC110.01%0.01%0.01%Q3 2022Q3 20221
NSC NORFOLK SOUTHN CORP110.01%0.01%0.01%Q3 2022Q3 20221
LRCX LAM RESEARCH CORP110.01%0.01%0.01%Q3 2022Q3 20221
EXPD EXPEDITORS INTL WASH INC110.01%0.01%0.01%Q3 2022Q3 20221
ARKQ ARK ETF TR110.01%0.01%0.01%Q3 2022Q3 20221
PEGA PEGASYSTEMS INC110.01%0.01%0.01%Q3 2022Q3 20221
CAT CATERPILLAR INC110.01%0.01%0.01%Q3 2022Q3 20221
UAL UNITED AIRLS HLDGS INC110.01%0.01%0.01%Q3 2022Q3 20221
RANI THERAPEUTICS HLDG...110.01%0.01%0.01%Q4 2022Q4 20221
HL HECLA MNG CO110.01%0.01%0.01%Q4 2022Q4 20221
BRMK BROADMARK RLTY CAP INC110.01%0.01%0.01%Q4 2022Q4 20221
TLRY TILRAY BRANDS INC110.00%0.00%0.00%Q4 2022Q4 20221
DRTT DIRTT ENVIRONMENTAL SO...110.00%0.00%0.00%Q4 2022Q4 20221
CGC CANOPY GROWTH CORP110.00%0.00%0.00%Q4 2022Q4 20221
MSP RECOVERY INC110.00%0.00%0.00%Q4 2022Q4 20221
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The securities at the top of the list , including ISHARES TR, ACCENTURE PLC IRELAND, and ISHARES TR, are the highest-conviction holdings of Icon Wealth Advisors, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Icon Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Icon Wealth Advisors, LLC owns currently or has owned in the past.