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Icon Wealth Advisors

Latest statistics and disclosures from Icon Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, ACN, IUSB, MSFT, QUAL, and represent 28.01% of Icon Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$25M), IVE (+$15M), IUSB (+$15M), IVW (+$13M), HEFA (+$7.3M), MSFT (+$5.3M), BINC, EMXC, EPD, AAPL.
Started 51 new stock positions in ALL, ON, JAAA, IVE, MLM, IGEB, BDX, AES, ICVT, INTU.
Reduced shares in these 10 stocks: IVV (-$23M), ESGU (-$11M), TFLO (-$9.7M), OEF (-$8.2M), EFV (-$6.5M), IEMG (-$5.2M), LQD, PYPL, USMV, NOW.
Sold out of its positions in AWK, BP, BMO, BMY, CHE, KOF, DOW, ES, VGM, USIG. AOA, HYDB, RF, SU, TGT, TD, VRSN, WOLF, KRNT.
Icon Wealth Advisors was a net buyer of stock by $52M.
Icon Wealth Advisors has $1.1B in assets under management (AUM), dropping by 12.07%.
Central Index Key (CIK): 0001963212

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Portfolio Holdings for Icon Wealth Advisors

Icon Wealth Advisors holds 463 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core S&p 500 Etf Etf (IVV)	11.6	$125M	-15%	237k	525.73	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	6.1	$66M		189k	346.61	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	4.6	$49M	+43%	1.1M	45.59	View chart
Microsoft Corp Stock (MSFT)	3.0	$32M	+19%	76k	420.72	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	2.8	$30M		183k	164.35	View chart
Ishares National Muni Bond Etf Etf (MUB)	2.4	$26M		243k	107.60	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	2.3	$25M	NEW	568k	44.40	View chart
Amazon Stock (AMZN)	2.1	$23M	+8%	127k	180.38	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	2.1	$23M	-22%	416k	54.40	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.1	$23M	+128%	266k	84.44	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	2.1	$23M	+6%	216k	103.79	View chart
Chevron Corp Stock (CVX)	1.7	$18M		117k	157.74	View chart
Exxon Mobil Corp Stock (XOM)	1.7	$18M		155k	116.24	View chart
Enterprise Prods Partners Stock (EPD)	1.5	$16M	+23%	545k	29.18	View chart
Ishares U.s. Technology Etf Etf (IYW)	1.4	$15M	+9%	112k	135.06	View chart
Ishares S&p 500 Value Etf Etf (IVE)	1.4	$15M	NEW	81k	186.81	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.3	$14M		27k	523.08	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	1.3	$14M	-43%	120k	114.96	View chart
Apple Stock (AAPL)	1.2	$13M	+28%	78k	171.48	View chart
Ishares Mbs Etf Etf (MBB)	1.2	$13M	+2%	140k	92.42	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	1.2	$13M	+60%	217k	57.57	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.9	$9.5M	+9%	62k	152.26	View chart
Nvidia Corporation Stock (NVDA)	0.9	$9.5M	+13%	11k	903.56	View chart
Unitedhealth Group Stock (UNH)	0.8	$8.3M	+43%	17k	494.71	View chart
Visa Inc Com Cl A Stock (V)	0.7	$7.6M	+30%	27k	279.08	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.7	$7.3M	-14%	77k	94.62	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.7	$7.3M	NEW	208k	34.88	View chart
Eli Lilly & Co Stock (LLY)	0.7	$7.2M		9.3k	778.00	View chart
Netflix Stock (NFLX)	0.6	$6.7M		11k	607.33	View chart
Salesforce Stock (CRM)	0.6	$6.5M	-2%	22k	301.18	View chart
Broadcom Stock (AVGO)	0.6	$6.5M	-13%	4.9k	1325.34	View chart
Abbvie Stock (ABBV)	0.6	$6.5M		36k	182.10	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$6.3M	+19%	15k	420.52	View chart
Abbott Labs Stock (ABT)	0.6	$6.3M	+28%	55k	113.66	View chart
Bank America Corp Stock (BAC)	0.6	$6.1M	+13%	162k	37.92	View chart
Select Water Solutions Inc Cl A Stock (WTTR)	0.5	$5.8M		630k	9.23	View chart
Mastercard Incorporated Cl A Stock (MA)	0.5	$5.7M	+13%	12k	481.59	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.5	$5.5M	+48%	37k	150.93	View chart
Servicenow Stock (NOW)	0.5	$5.3M	-26%	6.9k	762.40	View chart
Merck & Co Stock (MRK)	0.5	$5.2M	-6%	39k	131.95	View chart
Home Depot Stock (HD)	0.5	$5.1M	+32%	13k	383.61	View chart
Thermo Fisher Scientific Stock (TMO)	0.5	$5.0M	+57%	8.6k	581.21	View chart
Blackrock Flexible Income Etf Etf (BINC)	0.5	$5.0M	NEW	95k	52.46	View chart
Oneok Stock (OKE)	0.5	$4.9M		61k	80.17	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.5	$4.9M	-51%	94k	51.60	View chart
Eaton Corp Stock (ETN)	0.4	$4.8M	-4%	15k	312.68	View chart
Procter And Gamble Stock (PG)	0.4	$4.6M	-6%	29k	162.25	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.4	$4.6M	-3%	44k	105.03	View chart
Ishares Global Energy Etf Etf (IXC)	0.4	$4.5M	+22%	106k	42.95	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$4.4M	+93%	22k	200.30	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.4	$4.4M	-3%	27k	164.96	View chart
Pepsico Stock (PEP)	0.4	$4.3M		25k	175.01	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$4.2M		12k	337.04	View chart
Tortoise North American Pipeline Fund Etf (TPYP)	0.4	$4.1M	-7%	147k	27.96	View chart
Williams Cos Stock (WMB)	0.4	$4.0M	-5%	104k	38.97	View chart
Mcdonalds Corp Stock (MCD)	0.4	$4.0M	+10%	14k	281.96	View chart
Fs Kkr Cap Corp Cef (FSK)	0.4	$3.9M	+2%	205k	19.07	View chart
Novo-nordisk A S Adr (NVO)	0.4	$3.8M		30k	128.40	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.3	$3.8M	-8%	54k	70.00	View chart
Autodesk Stock (ADSK)	0.3	$3.6M	-2%	14k	260.42	View chart
Cisco Sys Stock (CSCO)	0.3	$3.5M	+3%	70k	49.91	View chart
Adobe Stock (ADBE)	0.3	$3.5M	-31%	6.9k	504.60	View chart
Kinder Morgan Inc Del Stock (KMI)	0.3	$3.5M	-35%	189k	18.34	View chart
Zoetis Inc Cl A Stock (ZTS)	0.3	$3.4M	+37%	20k	169.21	View chart
Ishares S&p 100 Etf Etf (OEF)	0.3	$3.3M	-71%	13k	247.41	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.3	$3.0M	+3%	70k	43.36	View chart
Phillips 66 Stock (PSX)	0.3	$3.0M	+3%	18k	163.34	View chart
Texas Instrs Stock (TXN)	0.3	$3.0M	-5%	17k	174.21	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$2.9M	+12%	6.0k	485.55	View chart
Verizon Communications Stock (VZ)	0.3	$2.9M		70k	41.96	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.3	$2.9M		19k	148.63	View chart
Pnc Finl Svcs Group Stock (PNC)	0.3	$2.8M	-5%	17k	161.60	View chart
Eog Res Stock (EOG)	0.3	$2.8M		22k	127.84	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.3	$2.8M	-63%	25k	108.92	View chart
Starbucks Corp Stock (SBUX)	0.2	$2.6M	-15%	29k	91.39	View chart
First Trust Preferred Securities & Income Etf Etf (FPE)	0.2	$2.6M	-10%	152k	17.32	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.2	$2.6M		166k	15.73	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$2.6M		15k	179.11	View chart
Us Bancorp Del Stock (USB)	0.2	$2.6M	-7%	58k	44.70	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.2	$2.5M	-55%	30k	83.58	View chart
Marsh & Mclennan Cos Stock (MMC)	0.2	$2.5M	-9%	12k	205.97	View chart
Nike Inc Cl B Stock (NKE)	0.2	$2.4M	+53%	26k	93.98	View chart
Qualcomm Stock (QCOM)	0.2	$2.4M	+24%	14k	169.30	View chart
Sempra Stock (SRE)	0.2	$2.4M	-7%	33k	71.83	View chart
Air Prods & Chems Stock (APD)	0.2	$2.4M	-15%	9.7k	242.27	View chart
Travelers Companies Stock (TRV)	0.2	$2.3M	-7%	10k	230.14	View chart
Nextera Energy Stock (NEE)	0.2	$2.3M	-13%	36k	63.91	View chart
Automatic Data Processing Stock (ADP)	0.2	$2.3M	-8%	9.0k	249.73	View chart
Prologis Reit (PLD)	0.2	$2.3M	-7%	17k	130.22	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.2	$2.2M		37k	60.30	View chart
Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG)	0.2	$2.2M	-15%	52k	42.88	View chart
Permian Resources Corp Class A Stock (PR)	0.2	$2.2M		126k	17.66	View chart
Intel Corp Stock (INTC)	0.2	$2.2M	+27%	50k	44.17	View chart
Gartner Stock (IT)	0.2	$2.2M		4.6k	476.67	View chart
Workday Inc Cl A Stock (WDAY)	0.2	$2.2M		8.0k	272.75	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$2.1M	-13%	4.5k	454.87	View chart
Realty Income Corp Reit (O)	0.2	$2.0M	-4%	38k	54.10	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.2	$2.0M		113k	17.56	View chart
Disney Walt Stock (DIS)	0.2	$1.9M	+129%	16k	122.36	View chart
American Express Stock (AXP)	0.2	$1.9M	+214%	8.4k	227.70	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.2	$1.9M	+72%	21k	89.67	View chart
Oracle Corp Stock (ORCL)	0.2	$1.8M	+153%	15k	125.61	View chart
Forum Energy Technologies Stock (FET)	0.2	$1.8M		92k	19.98	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$1.8M	+30%	7.0k	259.90	View chart
Blackstone Secd Lending Cef (BXSL)	0.2	$1.8M	+5%	57k	31.15	View chart
Johnson & Johnson Stock (JNJ)	0.2	$1.8M	+26%	11k	158.19	View chart
Honeywell Intl Stock (HON)	0.2	$1.8M	+111%	8.7k	205.24	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$1.8M	-2%	31k	58.06	View chart
Stellus Cap Invt Corp Cef (SCM)	0.2	$1.7M		131k	13.08	View chart
Targa Res Corp Stock (TRGP)	0.2	$1.7M		15k	111.99	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$1.6M	+18%	70k	22.77	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$1.6M		14k	115.30	View chart
Lam Research Corp Stock (LRCX)	0.1	$1.6M	+32%	1.6k	971.58	View chart
Illinois Tool Wks Stock (ITW)	0.1	$1.5M	-9%	5.7k	268.32	View chart
Align Technology Stock (ALGN)	0.1	$1.5M	-4%	4.6k	327.92	View chart
Keurig Dr Pepper Stock (KDP)	0.1	$1.5M	-5%	50k	30.67	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.5M	+27%	2.0k	732.52	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$1.5M		4.3k	344.20	View chart
374water Stock (SCWO)	0.1	$1.4M		1.1M	1.26	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$1.4M	-14%	20k	72.63	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$1.4M	+2%	19k	74.22	View chart
Altria Group Stock (MO)	0.1	$1.4M	+237%	32k	43.62	View chart
Ishares Global Tech Etf Etf (IXN)	0.1	$1.4M	+25%	19k	74.81	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.1	$1.3M	+79%	12k	114.11	View chart
Paychex Stock (PAYX)	0.1	$1.3M	-8%	11k	122.80	View chart
Conocophillips Stock (COP)	0.1	$1.3M	+5%	10k	127.28	View chart
Fastenal Stock (FAST)	0.1	$1.3M	-32%	17k	77.14	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$1.3M	+500%	15k	86.18	View chart
Union Pac Corp Stock (UNP)	0.1	$1.2M	+84%	5.1k	245.93	View chart
Amgen Stock (AMGN)	0.1	$1.2M	+31%	4.3k	284.32	View chart
Nxp Semiconductors N V Stock (NXPI)	0.1	$1.2M	-5%	4.8k	247.76	View chart
Cme Group Stock (CME)	0.1	$1.2M	+69%	5.5k	215.30	View chart
Corning Stock (GLW)	0.1	$1.2M	-4%	36k	32.96	View chart
Lowes Cos Stock (LOW)	0.1	$1.2M	+683%	4.6k	254.73	View chart
Linde Stock (LIN)	0.1	$1.2M	+93%	2.5k	464.38	View chart
First Trust North American Energy Infrastructure Fund Etf (EMLP)	0.1	$1.1M		38k	29.53	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.1	$1.1M		2.6k	418.01	View chart
Walmart Stock (WMT)	0.1	$1.1M	+211%	18k	60.17	View chart
Philip Morris Intl Stock (PM)	0.1	$1.1M	-2%	12k	91.62	View chart
Ishares Tips Bond Etf Etf (TIP)	0.1	$1.1M	+4%	9.8k	107.41	View chart
Tesla Stock (TSLA)	0.1	$990k	+43%	5.6k	175.80	View chart
Wec Energy Group Stock (WEC)	0.1	$956k	-6%	12k	82.12	View chart
Blackrock Stock (BLK)	0.1	$932k	+147%	1.1k	833.74	View chart
Heico Corp Stock (HEI)	0.1	$898k	-10%	4.7k	191.01	View chart
Intuit Stock (INTU)	0.1	$896k	NEW	1.4k	650.00	View chart
Westrock Stock (WRK)	0.1	$875k	+14%	18k	49.45	View chart
West Pharmaceutical Svsc Stock (WST)	0.1	$846k	-9%	2.1k	395.73	View chart
Danaher Corporation Stock (DHR)	0.1	$839k	+30%	3.4k	249.72	View chart
Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT)	0.1	$837k		22k	37.62	View chart
Tyler Technologies Stock (TYL)	0.1	$823k	-9%	1.9k	425.01	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$823k		6.5k	125.96	View chart
Kinsale Cap Group Stock (KNSL)	0.1	$819k	+103%	1.6k	524.75	View chart
Rtx Corporation Stock (RTX)	0.1	$794k	-22%	8.1k	97.54	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$790k	-10%	19k	42.23	View chart
Globant S A Stock (GLOB)	0.1	$782k	-9%	3.9k	201.90	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$771k		3.7k	208.27	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$767k	+61%	11k	67.86	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.1	$765k	+569%	13k	58.55	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.1	$755k	-11%	20k	38.48	View chart
At&t Stock (T)	0.1	$741k	+74%	42k	17.60	View chart
Intercontinental Exchange Stock (ICE)	0.1	$737k	-4%	5.4k	137.43	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$734k	+13%	18k	41.77	View chart
Vanguard Value Etf Etf (VTV)	0.1	$720k		4.4k	162.85	View chart
Grand Canyon Ed Stock (LOPE)	0.1	$718k	-10%	5.3k	136.21	View chart
Rb Global Stock (RBA)	0.1	$715k	-10%	9.4k	76.17	View chart
Coca Cola Stock (KO)	0.1	$715k	+2%	12k	61.18	View chart
Jpmorgan Betabuilders Japan Fund Betabuilders Japan Fund Etf (BBJP)	0.1	$707k		12k	58.55	View chart
Five Below Stock (FIVE)	0.1	$702k	-7%	3.9k	181.38	View chart
S&p Global Stock (SPGI)	0.1	$700k	+418%	1.6k	425.46	View chart
Shopify Inc Cl A Stock (SHOP)	0.1	$686k	+7%	8.9k	77.17	View chart
Starwood Ppty Tr Reit (STWD)	0.1	$681k		34k	20.33	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$674k	+4%	13k	50.60	View chart
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)	0.1	$673k		17k	40.93	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$671k	+3%	691.00	970.47	View chart
Saia Stock (SAIA)	0.1	$669k	+4%	1.1k	585.00	View chart
Boeing Stock (BA)	0.1	$664k	+10%	3.4k	192.99	View chart
Truist Finl Corp Stock (TFC)	0.1	$657k	-40%	17k	38.98	View chart
Ansys Stock (ANSS)	0.1	$648k	-30%	1.9k	347.16	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$634k		1.00	634440.00	View chart
Charles Riv Labs Intl Stock (CRL)	0.1	$630k	-3%	2.3k	270.89	View chart
Entegris Stock (ENTG)	0.1	$621k	+18%	4.4k	140.54	View chart
General Dynamics Corp Stock (GD)	0.1	$618k	+320%	2.2k	282.49	View chart
Snowflake Inc Cl A Stock (SNOW)	0.1	$598k	+145%	3.7k	161.60	View chart
Monolithic Pwr Sys Stock (MPWR)	0.1	$596k	+4%	879.00	677.42	View chart
Paycom Software Stock (PAYC)	0.1	$592k	+30%	3.0k	199.02	View chart
Accel Entertainment Inc Com Cl A1 Stock (ACEL)	0.1	$591k		50k	11.79	View chart
Cvs Health Corp Stock (CVS)	0.1	$590k	+119%	7.4k	79.76	View chart
Morgan Stanley Stock (MS)	0.1	$588k		6.2k	94.16	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$577k	+142%	1.2k	478.66	View chart
Floor & Decor Hldgs Inc Cl A Stock (FND)	0.1	$565k	-7%	4.4k	129.62	View chart
Costar Group Stock (CSGP)	0.1	$562k	-44%	5.8k	96.60	View chart
Godaddy Inc Cl A Stock (GDDY)	0.1	$555k	-9%	4.7k	118.68	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$552k		3.0k	182.61	View chart
Sherwin Williams Stock (SHW)	0.1	$546k	-2%	1.6k	347.33	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.1	$544k		8.1k	67.36	View chart
Paylocity Hldg Corp Stock (PCTY)	0.0	$535k	-6%	3.1k	171.86	View chart
Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV)	0.0	$528k		13k	40.39	View chart
Tc Energy Corp Stock (TRP)	0.0	$527k	+6%	13k	40.20	View chart
Wells Fargo Stock (WFC)	0.0	$524k	+14%	9.0k	57.96	View chart
Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - June Etf (XJUN)	0.0	$522k	-3%	14k	36.21	View chart
Medpace Hldgs Stock (MEDP)	0.0	$521k	-5%	1.3k	404.15	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$519k	+2%	5.5k	94.66	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$518k	-10%	1.6k	320.59	View chart
Enbridge Stock (ENB)	0.0	$517k	-4%	14k	36.18	View chart
Bio-techne Corp Stock (TECH)	0.0	$516k	-6%	7.3k	70.39	View chart
Pfizer Stock (PFE)	0.0	$509k	+10%	18k	27.75	View chart
Ppl Corp Stock (PPL)	0.0	$508k	NEW	19k	27.53	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$508k	+7%	528.00	962.49	View chart
Advanced Micro Devices Stock (AMD)	0.0	$508k	+10%	2.8k	180.51	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.0	$505k	-8%	4.8k	104.73	View chart
Jpmorgan Betabuilders Europe Etf Etf (BBEU)	0.0	$503k	+29%	8.5k	59.40	View chart
Oreilly Automotive Stock (ORLY)	0.0	$502k		445.00	1128.88	View chart
Rollins Stock (ROL)	0.0	$502k	-10%	11k	46.27	View chart
Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN)	0.0	$501k	-3%	15k	33.36	View chart
Guidewire Software Stock (GWRE)	0.0	$497k	-10%	4.3k	116.71	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.0	$483k	+49%	3.1k	154.15	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.0	$480k		4.2k	114.13	View chart
Workiva Inc Com Cl A Stock (WK)	0.0	$474k	-9%	5.6k	84.80	View chart
Ensign Group Stock (ENSG)	0.0	$473k	-10%	3.8k	124.43	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$469k	+8%	6.5k	72.35	View chart
Watsco Stock (WSO)	0.0	$462k	-11%	1.1k	431.94	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$458k	+7%	5.2k	88.18	View chart
Carmax Stock (KMX)	0.0	$455k	+47%	5.2k	87.11	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$450k		9.0k	50.17	View chart
Uber Technologies Stock (UBER)	0.0	$444k	+2%	5.8k	77.00	View chart
Dexcom Stock (DXCM)	0.0	$442k	+21%	3.2k	138.70	View chart
Main Str Cap Corp Cef (MAIN)	0.0	$431k		9.1k	47.31	View chart
Hubspot Stock (HUBS)	0.0	$427k	-4%	681.00	626.56	View chart
Jpmorgan Betabuilders Canada Etf Etf (BBCA)	0.0	$421k		6.3k	66.81	View chart
Ishares Fallen Angels Usd Bond Etf Etf (FALN)	0.0	$410k	-12%	15k	26.86	View chart
Sap Se Adr (SAP)	0.0	$410k	-2%	2.1k	195.03	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$403k	-8%	9.3k	43.35	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$402k		3.2k	125.33	View chart
Western Midstream Partners Lp Com Unit Lp Int Stock (WES)	0.0	$399k		11k	35.55	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$392k		4.4k	88.42	View chart
Relx Adr (RELX)	0.0	$388k	-3%	9.0k	43.29	View chart
Sps Comm Stock (SPSC)	0.0	$386k	-7%	2.1k	184.90	View chart
On Semiconductor Corp Stock (ON)	0.0	$386k	NEW	5.2k	73.55	View chart
Stellar Bancorp Stock (STEL)	0.0	$384k		16k	24.36	View chart
Interdigital Stock (IDCC)	0.0	$373k		3.5k	106.46	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$370k	+7%	2.5k	147.73	View chart
Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI)	0.0	$369k		7.9k	46.48	View chart
Caterpillar Stock (CAT)	0.0	$366k	+7%	999.00	366.43	View chart
Unilever Adr (UL)	0.0	$365k	+8%	7.3k	50.19	View chart
Alarm Com Hldgs Stock (ALRM)	0.0	$363k	-10%	5.0k	72.47	View chart
Jpmorgan Betabuilders Developed Asia Pacific Ex-japan Etf Etf (BBAX)	0.0	$361k		7.5k	48.16	View chart
Privia Health Group Stock (PRVA)	0.0	$360k	+81%	18k	19.59	View chart
Te Connectivity Stock (TEL)	0.0	$360k	-7%	2.5k	145.24	View chart
First Trust Large Cap Core Alphadex Fund Etf (FEX)	0.0	$357k		3.6k	99.24	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$357k		1.2k	286.68	View chart
Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT)	0.0	$354k		17k	21.06	View chart
Doubleverify Hldgs Stock (DV)	0.0	$353k	-7%	10k	35.16	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$352k		8.4k	42.12	View chart
Diageo Adr (DEO)	0.0	$349k	-18%	2.3k	148.74	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$348k		5.9k	58.65	View chart
Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN)	0.0	$346k	-23%	7.4k	47.02	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)	0.0	$345k		7.3k	47.44	View chart
Allstate Corp Stock (ALL)	0.0	$343k	NEW	2.0k	173.01	View chart
Paypal Hldgs Stock (PYPL)	0.0	$340k	-90%	5.1k	66.99	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$339k	+75%	2.5k	136.05	View chart
Applied Matls Stock (AMAT)	0.0	$338k	+2%	1.6k	206.23	View chart
Toast Inc Cl A Stock (TOST)	0.0	$338k	-3%	14k	24.92	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$337k	+4%	5.0k	67.04	View chart
Crh Plc Ord Stock (CRH)	0.0	$331k	+17%	3.8k	86.26	View chart
Novartis Adr (NVS)	0.0	$329k	-6%	3.4k	96.73	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.0	$328k	-2%	6.0k	54.81	View chart
Monster Beverage Corp Stock (MNST)	0.0	$327k	+18%	5.5k	59.28	View chart
Black Stone Minerals L P Com Unit Stock (BSM)	0.0	$327k	+10%	21k	15.98	View chart
Hess Corp Stock (HES)	0.0	$323k	-11%	2.1k	152.64	View chart
Progyny Stock (PGNY)	0.0	$319k	-4%	8.4k	38.15	View chart
Repligen Corp Stock (RGEN)	0.0	$319k	-7%	1.7k	183.92	View chart
Tjx Cos Stock (TJX)	0.0	$319k	+19%	3.1k	101.42	View chart
Blackline Stock (BL)	0.0	$319k	-10%	4.9k	64.58	View chart
Iqvia Hldgs Stock (IQV)	0.0	$318k	+20%	1.3k	252.89	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$316k	-96%	6.2k	50.69	View chart
Astrazeneca Adr (AZN)	0.0	$315k	+6%	4.7k	67.75	View chart
Exponent Stock (EXPO)	0.0	$307k	-8%	3.7k	82.70	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$306k	+55%	36k	8.49	View chart
Clearbridge Mlp And Midstrm Cef (CEM)	0.0	$304k	-2%	6.6k	45.78	View chart
Vontier Corporation Stock (VNT)	0.0	$301k	+42%	6.6k	45.36	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.0	$301k	+36%	7.2k	41.87	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.0	$300k		3.9k	76.66	View chart
Dte Energy Stock (DTE)	0.0	$298k	NEW	2.7k	112.14	View chart
Freshpet Stock (FRPT)	0.0	$296k	-7%	2.6k	115.86	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$296k		7.1k	41.56	View chart
Squarespace Inc Class A Stock (SQSP)	0.0	$290k	-10%	7.9k	36.44	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$287k		1.8k	158.79	View chart
Sony Group Corp Adr (SONY)	0.0	$285k		3.3k	85.74	View chart
Totalenergies Se Adr (TTE)	0.0	$284k	-12%	4.1k	68.83	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh Etf (MINT)	0.0	$283k		2.8k	100.54	View chart
Fiserv Stock (FI)	0.0	$283k	+42%	1.8k	159.82	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$282k	+70%	2.6k	110.51	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.0	$281k		1.5k	183.89	View chart
Verisk Analytics Stock (VRSK)	0.0	$277k	-55%	1.2k	235.81	View chart
Ccc Intelligent Solutions Hld Stock (CCCS)	0.0	$275k	-7%	23k	11.96	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.0	$274k	+576%	4.5k	60.74	View chart
Cognex Corp Stock (CGNX)	0.0	$274k	-9%	6.5k	42.42	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.0	$273k	+200%	1.2k	225.92	View chart
Gilead Sciences Stock (GILD)	0.0	$272k	+13%	3.7k	73.25	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$264k	+79%	1.3k	210.30	View chart
Cummins Stock (CMI)	0.0	$261k	+47%	884.00	294.65	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$259k	+3%	5.0k	51.28	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$257k	-66%	3.2k	79.86	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$253k		2.9k	86.49	View chart
Independent Bank Group Stock (IBTX)	0.0	$252k		5.5k	45.65	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$251k		4.9k	51.36	View chart
Simon Ppty Group Reit (SPG)	0.0	$251k		1.6k	156.45	View chart
Kosmos Energy Stock (KOS)	0.0	$250k		42k	5.96	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$247k	-14%	1.3k	187.33	View chart
Alcon Ag Ord Stock (ALC)	0.0	$246k		3.0k	83.29	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.0	$246k		16k	15.38	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$246k	-7%	1.6k	155.83	View chart
Ford Mtr Co Del Stock (F)	0.0	$242k	NEW	18k	13.28	View chart
Option Care Health Stock (OPCH)	0.0	$240k	-6%	7.2k	33.54	View chart
Sanofi Adr (SNY)	0.0	$239k	+3%	4.9k	48.60	View chart
Chubb Stock (CB)	0.0	$237k	+56%	916.00	259.13	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$237k	+66%	2.5k	94.40	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$237k	-4%	2.0k	121.02	View chart
Henry Jack & Assoc Stock (JKHY)	0.0	$237k	-7%	1.4k	173.74	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.0	$235k		2.9k	81.66	View chart
Discover Finl Svcs Stock (DFS)	0.0	$231k	+28%	1.8k	131.09	View chart
American Tower Corp Reit (AMT)	0.0	$230k	+30%	1.2k	197.60	View chart
Descartes Sys Group Stock (DSGX)	0.0	$227k	NEW	2.5k	91.53	View chart
Acv Auctions Inc Com Cl A Stock (ACVA)	0.0	$223k		12k	18.77	View chart
National Grid Plc Sponsored Adr Ne Adr (NGG)	0.0	$216k	-2%	3.2k	68.22	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$214k	-71%	3.3k	65.32	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.0	$213k		3.4k	63.33	View chart
Pembina Pipeline Corp Stock (PBA)	0.0	$213k		6.0k	35.34	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$211k	+52%	2.4k	89.90	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.0	$209k		12k	17.92	View chart
Certara Stock (CERT)	0.0	$206k	-10%	12k	17.88	View chart
Grayscale Bitcoin Trust Etf (GBTC)	0.0	$205k	NEW	3.2k	63.17	View chart
Argenx Se Adr (ARGX)	0.0	$204k	+49%	517.00	393.72	View chart
Arista Networks Stock (ANET)	0.0	$203k	+48%	699.00	289.98	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$199k		10k	19.29	View chart
L3harris Technologies Stock (LHX)	0.0	$199k	-4%	933.00	213.10	View chart
Northern Oil & Gas Stock (NOG)	0.0	$198k		5.0k	39.68	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$198k	-25%	2.6k	76.36	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$197k		18k	11.24	View chart
Intuitive Surgical Stock (ISRG)	0.0	$196k	+22%	490.00	399.09	View chart
Idexx Labs Stock (IDXX)	0.0	$196k		362.00	539.93	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$195k		5.8k	33.50	View chart
Blackrock Short Maturity Municipal Bond Etf Etf (MEAR)	0.0	$195k		3.9k	50.12	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$194k	-76%	2.4k	81.78	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.0	$194k	-2%	6.0k	32.23	View chart
Dimensional U.s. Equity Etf Etf (DFUS)	0.0	$193k		3.4k	56.98	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.0	$192k	+15%	1.3k	148.44	View chart
Grainger W W Stock (GWW)	0.0	$190k	NEW	187.00	1017.32	View chart
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$190k	NEW	3.7k	50.74	View chart
Lululemon Athletica Stock (LULU)	0.0	$189k		485.00	390.38	View chart
Stifel Finl Corp Stock (SF)	0.0	$188k	+8%	2.4k	78.17	View chart
Mckesson Corp Stock (MCK)	0.0	$187k	+6%	349.00	536.85	View chart
American Elec Pwr Stock (AEP)	0.0	$187k	-6%	2.2k	86.10	View chart
Powerschool Holdings Inc Com Cl A Stock (PWSC)	0.0	$185k	NEW	8.7k	21.29	View chart
Deere & Co Stock (DE)	0.0	$183k	+9%	446.00	410.75	View chart
International Business Machs Stock (IBM)	0.0	$179k	-72%	936.00	190.96	View chart
Grid Dynamics Hldgs Inc Cl A Stock (GDYN)	0.0	$178k	-5%	15k	12.29	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.0	$176k	NEW	2.2k	79.81	View chart
Cheniere Energy Stock (LNG)	0.0	$175k		1.1k	161.28	View chart
The Cigna Group Stock (CI)	0.0	$174k	NEW	478.00	363.22	View chart
Rentokil Initial Adr (RTO)	0.0	$172k	+40%	5.7k	30.15	View chart
Alerian Mlp Etf Etf (AMLP)	0.0	$172k	-2%	3.6k	47.46	View chart
Emerson Elec Stock (EMR)	0.0	$170k	NEW	1.5k	113.42	View chart
Nustar Energy Lp Unit Stock (NS)	0.0	$169k	+6%	7.3k	23.27	View chart
Clearbridge Mlp And Midstrm Tr Cef (CTR)	0.0	$169k	-3%	4.1k	41.48	View chart
Parker-hannifin Corp Stock (PH)	0.0	$168k	NEW	303.00	555.79	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$168k	NEW	1.3k	131.95	View chart
Biogen Stock (BIIB)	0.0	$167k	-6%	774.00	215.63	View chart
Expeditors Intl Wash Stock (EXPD)	0.0	$167k	+17%	1.4k	121.58	View chart
Blackstone Stock (BX)	0.0	$166k	-38%	1.3k	131.37	View chart
Palo Alto Networks Stock (PANW)	0.0	$166k	NEW	583.00	284.13	View chart
Osisko Gold Royalties Stock (OR)	0.0	$165k		10k	16.42	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$164k	NEW	661.00	247.45	View chart
Booking Holdings Stock (BKNG)	0.0	$163k	+25%	45.00	3627.89	View chart
Aes Corp Stock (AES)	0.0	$163k	NEW	9.1k	17.93	View chart
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)	0.0	$163k	NEW	2.1k	76.19	View chart
Block Inc Cl A Stock (SQ)	0.0	$163k	+13%	1.9k	84.58	View chart
Factset Resh Sys Stock (FDS)	0.0	$162k	+18%	357.00	454.42	View chart
Mongodb Inc Cl A Stock (MDB)	0.0	$160k	+12%	446.00	358.64	View chart
Five9 Stock (FIVN)	0.0	$158k	-4%	2.5k	62.11	View chart
Nice Adr (NICE)	0.0	$156k	NEW	600.00	260.62	View chart
Cintas Corp Stock (CTAS)	0.0	$155k	-4%	226.00	687.03	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.0	$154k		2.0k	77.73	View chart
Franco Nev Corp Stock (FNV)	0.0	$153k		1.3k	119.17	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$153k	-3%	3.3k	47.02	View chart
Hni Corp Stock (HNI)	0.0	$152k		3.4k	45.13	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	0.0	$151k	NEW	3.4k	44.85	View chart
Bce Stock (BCE)	0.0	$151k	-5%	4.5k	33.98	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$150k	-61%	554.00	270.85	View chart
Magnolia Oil & Gas Corp Cl A Stock (MGY)	0.0	$149k	+11%	5.7k	25.95	View chart
Ferrari N V Stock (RACE)	0.0	$149k	NEW	342.00	435.94	View chart
Synchrony Financial Stock (SYF)	0.0	$148k	+3%	3.4k	43.12	View chart
Neogen Corp Stock (NEOG)	0.0	$147k	-7%	9.3k	15.78	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$146k	-2%	1.3k	115.35	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$145k	NEW	3.7k	39.02	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$144k	-16%	2.9k	49.39	View chart
Spdr S&p Biotech Etf Etf (XBI)	0.0	$142k		1.5k	94.89	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$142k	-71%	3.0k	47.13	View chart
GSK Adr (GSK)	0.0	$142k	-6%	3.3k	42.87	View chart
Sei Invts Stock (SEIC)	0.0	$142k	+17%	2.0k	71.91	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$142k	-70%	424.00	333.84	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$139k		3.7k	37.21	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$138k	+9%	4.0k	34.67	View chart
Goldman Sachs Group Stock (GS)	0.0	$138k	NEW	331.00	417.84	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$138k	NEW	541.00	255.03	View chart
Hubbell Stock (HUBB)	0.0	$136k	NEW	327.00	415.05	View chart
Blackrock Enhanced Equity Divi Cef (BDJ)	0.0	$136k	+2%	16k	8.25	View chart
Guaranty Bancshares Inc Tex Stock (GNTY)	0.0	$135k		4.4k	30.36	View chart
Ishares Msci Usa Size Factor Etf Etf (SIZE)	0.0	$135k		947.00	142.29	View chart
Deckers Outdoor Corp Stock (DECK)	0.0	$135k	NEW	143.00	941.26	View chart
Cal Maine Foods Stock (CALM)	0.0	$134k	NEW	2.3k	58.85	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$134k	-6%	1.4k	93.05	View chart
Amn Healthcare Svcs Stock (AMN)	0.0	$134k	-3%	2.1k	62.51	View chart
Cardinal Health Stock (CAH)	0.0	$134k	NEW	1.2k	111.90	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$133k	-65%	2.3k	58.07	View chart
Marvell Technology Stock (MRVL)	0.0	$133k	NEW	1.9k	70.88	View chart
Dolby Laboratories Inc Com Cl A Stock (DLB)	0.0	$132k	-5%	1.6k	83.77	View chart
Bhp Group Adr (BHP)	0.0	$132k	-9%	2.3k	57.69	View chart
Motorola Solutions Stock (MSI)	0.0	$132k	NEW	371.00	355.04	View chart
Fortis Stock (FTS)	0.0	$131k		3.3k	39.51	View chart
Celanese Corp Del Stock (CE)	0.0	$131k	NEW	760.00	171.86	View chart
Equinix Reit (EQIX)	0.0	$130k	+5%	157.00	825.38	View chart
Illumina Stock (ILMN)	0.0	$130k	+13%	943.00	137.32	View chart
Price T Rowe Group Stock (TROW)	0.0	$129k	NEW	1.1k	121.92	View chart
Yum Brands Stock (YUM)	0.0	$129k	+16%	929.00	138.67	View chart
Canadian Imperial Bk Comm Toro Stock (CM)	0.0	$127k	-2%	2.5k	50.72	View chart
United Airls Hldgs Stock (UAL)	0.0	$127k		2.7k	47.88	View chart
Topbuild Corp Stock (BLD)	0.0	$127k	-19%	287.00	440.73	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$126k		226.00	556.40	View chart
Amcor Plc Ord Stock (AMCR)	0.0	$126k		13k	9.51	View chart
Coca-cola Europacific Partners Stock (CCEP)	0.0	$126k	-36%	1.8k	69.93	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$125k		1.5k	80.65	View chart
Despegar Com Corp Ord Stock (DESP)	0.0	$125k	NEW	10k	11.96	View chart
Nvent Electric Stock (NVT)	0.0	$124k	-6%	1.6k	75.40	View chart
Telus Corporation Stock (TU)	0.0	$124k	+29%	7.7k	16.01	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$123k	-3%	948.00	129.35	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$122k	NEW	3.1k	39.66	View chart
Spdr Gold Shares Etf (GLD)	0.0	$120k	-7%	582.00	205.70	View chart
Lincoln Elec Hldgs Stock (LECO)	0.0	$119k	NEW	464.00	255.44	View chart
Duke Energy Corp Stock (DUK)	0.0	$118k	-31%	1.2k	96.71	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.0	$117k		3.4k	34.82	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.0	$115k	-3%	1.1k	102.28	View chart
PTC Stock (PTC)	0.0	$115k	-2%	606.00	188.94	View chart
Ameriprise Finl Stock (AMP)	0.0	$114k	NEW	261.00	438.44	View chart
Service Corp Intl Stock (SCI)	0.0	$114k		1.5k	74.22	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$113k		1.7k	66.57	View chart
Etsy Stock (ETSY)	0.0	$113k	-2%	1.6k	68.71	View chart
Schwab Fundamental International Large Co. Index Etf Etf (FNDF)	0.0	$113k		3.2k	35.61	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$113k	NEW	529.00	213.25	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$113k		370.00	304.71	View chart
British Amern Tob Adr (BTI)	0.0	$111k	-21%	3.6k	30.50	View chart
Martin Marietta Matls Stock (MLM)	0.0	$110k	NEW	179.00	613.96	View chart
Avery Dennison Corp Stock (AVY)	0.0	$110k	NEW	491.00	223.25	View chart
First Tr Energy Infrastrctr Cef (FIF)	0.0	$107k	NEW	5.9k	18.16	View chart
Takeda Pharmaceutical Adr (TAK)	0.0	$107k	NEW	7.7k	13.89	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$104k	NEW	474.00	219.31	View chart
Ionis Pharmaceuticals Stock (IONS)	0.0	$104k	-5%	2.4k	43.35	View chart
Generac Hldgs Stock (GNRC)	0.0	$103k	NEW	818.00	126.14	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$103k	NEW	1.4k	72.37	View chart
United Rentals Stock (URI)	0.0	$102k	-29%	142.00	719.56	View chart
Royal Bk Cda Stock (RY)	0.0	$102k		1.0k	100.88	View chart
Zoominfo Technologies Stock (ZI)	0.0	$101k	-4%	6.3k	16.03	View chart
Eastman Chem Stock (EMN)	0.0	$101k	NEW	1.0k	100.22	View chart

Past Filings by Icon Wealth Advisors

SEC 13F filings are viewable for Icon Wealth Advisors going back to 2022

Icon Wealth Advisors 2024 Q1 filed May 15, 2024
Icon Wealth Advisors 2023 Q4 filed Feb. 14, 2024
Icon Wealth Advisors 2022 Q4 filed Feb. 14, 2023
Icon Wealth Advisors 2022 Q3 filed Jan. 25, 2023

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