| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q2 2024 | 13.9% |
| ACCENTURE PLC IRELAND SHS CLASS A | 5 | Q2 2024 | 7.0% |
| ISHARES TR | 5 | Q2 2024 | 4.6% |
| ISHARES TR | 5 | Q2 2024 | 5.7% |
| MICROSOFT CORP COM | 5 | Q2 2024 | 3.1% |
| ISHARES TR | 5 | Q2 2024 | 2.8% |
| ISHARES TR | 5 | Q2 2024 | 2.9% |
| ISHARES TR | 5 | Q2 2024 | 2.6% |
| CHEVRON CORP NEW COM | 5 | Q2 2024 | 2.8% |
| AMAZON COM INC COM | 5 | Q2 2024 | 2.1% |
View Icon Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-22 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2023-01-25 |
View Icon Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.