| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 2 | Q4 2022 | 8.7% |
| ACCENTURE PLC IRELAND | 2 | Q4 2022 | 6.5% |
| ISHARES TR | 2 | Q4 2022 | 5.7% |
| ISHARES TR | 2 | Q4 2022 | 2.9% |
| CHEVRON CORP NEW | 2 | Q4 2022 | 2.8% |
| ISHARES TR | 2 | Q4 2022 | 2.6% |
| MICROSOFT CORP | 2 | Q4 2022 | 2.3% |
| ISHARES TR | 2 | Q4 2022 | 2.5% |
| EXXON MOBIL CORP | 2 | Q4 2022 | 2.3% |
| ISHARES TR | 2 | Q4 2022 | 2.0% |
View Icon Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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.