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, EFV, MUB, and represent 30.19% of Icon Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$42M), QUAL (+$26M), OEF (+$10M), TFLO (+$10M), IEMG (+$9.1M), IUSB (+$8.4M), IVW (+$8.3M), EMXC (+$7.5M), MUB (+$7.2M), TLT (+$6.2M).
- Started 158 new stock positions in SEIC, BMO, MGK, HYDB, SCZ, ICE, EQIX, GNTY, FNV, CME.
- Reduced shares in these 10 stocks: ESGU (-$34M), EEMV (-$12M), AVGO (-$8.7M), MSFT (-$7.1M), ACN (-$7.1M), IJR (-$5.9M), BLK (-$5.7M), GOOG (-$5.2M), SHYG (-$5.1M), SUB.
- Sold out of its positions in ARKK, Activision Blizzard, AKBA, ALL, AMED, Broadmark Rlty Cap, Canadian Pacific Railway, Canopy Gro, C, CCI.
- Icon Wealth Advisors was a net seller of stock by $-45M.
- Icon Wealth Advisors has $961M in assets under management (AUM), dropping by 10.38%.
- Central Index Key (CIK): 0001963212
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Portfolio Holdings for Icon Wealth Advisors
Icon Wealth Advisors holds 431 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Core S&p 500 Etf Etf (IVV) | 13.9 | $134M | +45% | 280k | 477.63 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 7.0 | $67M | -9% | 191k | 350.91 |
|
| Ishares Core Total Usd Bond Market Etf Etf (IUSB) | 3.6 | $35M | +32% | 750k | 46.07 |
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 2.9 | $28M | +11% | 535k | 52.10 |
|
| Ishares National Muni Bond Etf Etf (MUB) | 2.8 | $27M | +36% | 247k | 108.41 |
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 2.8 | $27M | +7437% | 181k | 147.14 |
|
| Microsoft Corp Stock (MSFT) | 2.5 | $24M | -22% | 64k | 376.04 |
|
| Ishares Esg Aware Msci Usa Etf Etf (ESGU) | 2.3 | $22M | -60% | 213k | 104.92 |
|
| Ishares Msci Eafe Growth Etf Etf (EFG) | 2.0 | $20M | 203k | 96.85 |
|
|
| Amazon Stock (AMZN) | 1.9 | $18M | -9% | 117k | 151.94 |
|
| Chevron Corp Stock (CVX) | 1.8 | $18M | -11% | 118k | 149.16 |
|
| Exxon Mobil Corp Stock (XOM) | 1.6 | $15M | -15% | 152k | 99.98 |
|
| Ishares Mbs Etf Etf (MBB) | 1.3 | $13M | +38% | 137k | 94.08 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 1.3 | $13M | -7% | 27k | 475.31 |
|
| Ishares U.s. Technology Etf Etf (IYW) | 1.3 | $13M | +39% | 102k | 122.75 |
|
| Apple Stock (AAPL) | 1.2 | $12M | -22% | 61k | 192.53 |
|
| Enterprise Prods Partners Stock (EPD) | 1.2 | $12M | 441k | 26.35 |
|
|
| Ishares S&p 100 Etf Etf (OEF) | 1.1 | $10M | NEW | 46k | 223.39 |
|
| Ishares Treasury Floating Rate Bond Etf Etf (TFLO) | 1.0 | $10M | NEW | 198k | 50.47 |
|
| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 1.0 | $9.9M | +1086% | 196k | 50.58 |
|
| Ishares 20 Year Treasury Bond Etf Etf (TLT) | 0.9 | $8.9M | +223% | 90k | 98.88 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.9 | $8.8M | +1826% | 117k | 75.10 |
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 0.8 | $8.0M | -39% | 57k | 140.93 |
|
| Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) | 0.8 | $7.8M | +336% | 70k | 110.66 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.8 | $7.5M | NEW | 135k | 55.41 |
|
| Servicenow Stock (NOW) | 0.7 | $6.7M | +40% | 9.5k | 706.49 |
|
| Broadcom Stock (AVGO) | 0.7 | $6.3M | -57% | 5.6k | 1116.24 |
|
| Unitedhealth Group Stock (UNH) | 0.6 | $6.2M | -19% | 12k | 526.45 |
|
| Adobe Stock (ADBE) | 0.6 | $6.0M | 10k | 596.60 |
|
|
| Salesforce Stock (CRM) | 0.6 | $5.8M | +15% | 22k | 263.14 |
|
| Abbvie Stock (ABBV) | 0.6 | $5.5M | -33% | 36k | 154.97 |
|
| Visa Inc Com Cl A Stock (V) | 0.6 | $5.4M | -19% | 21k | 260.35 |
|
| Eli Lilly & Co Stock (LLY) | 0.6 | $5.4M | -35% | 9.2k | 582.91 |
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.6 | $5.3M | -22% | 68k | 78.03 |
|
| Netflix Stock (NFLX) | 0.5 | $5.3M | -47% | 11k | 486.88 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.5 | $5.2M | -22% | 292k | 17.64 |
|
| Ishares 10-20 Year Treasury Bond Etf Etf (TLH) | 0.5 | $4.9M | +16% | 46k | 108.26 |
|
| Bank America Corp Stock (BAC) | 0.5 | $4.8M | -13% | 143k | 33.67 |
|
| Select Water Solutions Inc Cl A Stock (WTTR) | 0.5 | $4.8M | +1095% | 630k | 7.59 |
|
| Abbott Labs Stock (ABT) | 0.5 | $4.7M | -40% | 43k | 110.07 |
|
| Nvidia Corporation Stock (NVDA) | 0.5 | $4.6M | -18% | 9.3k | 495.21 |
|
| Merck & Co Stock (MRK) | 0.5 | $4.6M | -43% | 42k | 109.02 |
|
| Procter And Gamble Stock (PG) | 0.5 | $4.5M | -33% | 31k | 146.54 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 0.5 | $4.5M | -6% | 13k | 356.66 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.5 | $4.4M | -25% | 10k | 426.51 |
|
| Oneok Stock (OKE) | 0.4 | $4.3M | +229% | 61k | 70.22 |
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.4 | $4.2M | -39% | 59k | 72.43 |
|
| Pepsico Stock (PEP) | 0.4 | $4.2M | -41% | 25k | 169.84 |
|
| Tortoise North American Pipeline Fund Etf (TPYP) | 0.4 | $4.1M | -13% | 159k | 25.94 |
|
| Fs Kkr Cap Corp Cef (FSK) | 0.4 | $4.0M | NEW | 201k | 19.97 |
|
| Eaton Corp Stock (ETN) | 0.4 | $3.9M | -43% | 16k | 240.82 |
|
| Mcdonalds Corp Stock (MCD) | 0.4 | $3.9M | -31% | 13k | 296.51 |
|
| Williams Cos Stock (WMB) | 0.4 | $3.8M | -7% | 110k | 34.83 |
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.4 | $3.8M | -10% | 13k | 303.17 |
|
| Airbnb Inc Com Cl A Stock (ABNB) | 0.4 | $3.8M | +24% | 28k | 136.14 |
|
| Home Depot Stock (HD) | 0.4 | $3.5M | -50% | 10k | 346.56 |
|
| Autodesk Stock (ADSK) | 0.4 | $3.5M | -34% | 14k | 243.48 |
|
| Cisco Sys Stock (CSCO) | 0.4 | $3.4M | -34% | 68k | 50.52 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.4 | $3.4M | -18% | 25k | 139.69 |
|
| Ishares Global Energy Etf Etf (IXC) | 0.4 | $3.4M | NEW | 86k | 39.11 |
|
| Paypal Hldgs Stock (PYPL) | 0.3 | $3.3M | +134% | 54k | 61.41 |
|
| Starbucks Corp Stock (SBUX) | 0.3 | $3.3M | -46% | 34k | 96.01 |
|
| Air Prods & Chems Stock (APD) | 0.3 | $3.1M | -42% | 12k | 273.81 |
|
| Texas Instrs Stock (TXN) | 0.3 | $3.1M | -41% | 18k | 170.46 |
|
| Novo-nordisk A S Adr (NVO) | 0.3 | $3.1M | +327% | 30k | 103.45 |
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.3 | $3.0M | -40% | 19k | 157.23 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.3 | $2.9M | -11% | 5.5k | 530.77 |
|
| Zoetis Inc Cl A Stock (ZTS) | 0.3 | $2.9M | -6% | 15k | 197.37 |
|
| First Trust Preferred Securities & Income Etf Etf (FPE) | 0.3 | $2.9M | +48% | 170k | 16.86 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.3 | $2.8M | -48% | 18k | 154.85 |
|
| Us Bancorp Del Stock (USB) | 0.3 | $2.7M | -24% | 63k | 43.28 |
|
| Ishares U.s. Infrastructure Etf Etf (IFRA) | 0.3 | $2.7M | +23% | 67k | 40.27 |
|
| Verizon Communications Stock (VZ) | 0.3 | $2.6M | +25% | 70k | 37.70 |
|
| Sempra Stock (SRE) | 0.3 | $2.6M | +31% | 35k | 74.73 |
|
| Eog Res Stock (EOG) | 0.3 | $2.6M | 22k | 120.95 |
|
|
| Marsh & Mclennan Cos Stock (MMC) | 0.3 | $2.5M | -49% | 13k | 189.47 |
|
| Ft Vest U.s. Equity Buffer Etf - August Etf (FAUG) | 0.3 | $2.5M | +35% | 62k | 40.63 |
|
| Nextera Energy Stock (NEE) | 0.3 | $2.5M | -39% | 41k | 60.74 |
|
| Prologis Reit (PLD) | 0.3 | $2.5M | -43% | 19k | 133.30 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.2 | $2.4M | -10% | 15k | 165.25 |
|
| Lockheed Martin Corp Stock (LMT) | 0.2 | $2.4M | -36% | 5.3k | 453.24 |
|
| Phillips 66 Stock (PSX) | 0.2 | $2.4M | -4% | 18k | 133.14 |
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.2 | $2.3M | -2% | 168k | 13.80 |
|
| Automatic Data Processing Stock (ADP) | 0.2 | $2.3M | -44% | 9.8k | 232.98 |
|
| Realty Income Corp Reit (O) | 0.2 | $2.3M | -35% | 40k | 57.42 |
|
| Workday Inc Cl A Stock (WDAY) | 0.2 | $2.2M | NEW | 8.0k | 276.06 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.2 | $2.1M | 36k | 57.96 |
|
|
| Gartner Stock (IT) | 0.2 | $2.1M | -41% | 4.6k | 451.11 |
|
| Travelers Companies Stock (TRV) | 0.2 | $2.1M | NEW | 11k | 190.49 |
|
| Forum Energy Technologies Stock (FET) | 0.2 | $2.0M | 92k | 22.17 |
|
|
| Intel Corp Stock (INTC) | 0.2 | $2.0M | -23% | 39k | 50.25 |
|
| Jpmorgan Chase & Co Stock (JPM) | 0.2 | $1.9M | -25% | 11k | 170.10 |
|
| Meta Platforms Inc Cl A Stock (META) | 0.2 | $1.9M | -10% | 5.4k | 353.98 |
|
| Nike Inc Cl B Stock (NKE) | 0.2 | $1.8M | -19% | 17k | 108.57 |
|
| Keurig Dr Pepper Stock (KDP) | 0.2 | $1.7M | -36% | 52k | 33.32 |
|
| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.2 | $1.7M | -17% | 113k | 15.15 |
|
| Vanguard Total Bond Market Etf Etf (BND) | 0.2 | $1.7M | 23k | 73.55 |
|
|
| Permian Resources Corp Class A Stock (PR) | 0.2 | $1.7M | NEW | 125k | 13.60 |
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.2 | $1.7M | +7% | 31k | 53.82 |
|
| Stellus Cap Invt Corp Cef (SCM) | 0.2 | $1.7M | NEW | 131k | 12.85 |
|
| Illinois Tool Wks Stock (ITW) | 0.2 | $1.7M | -46% | 6.3k | 261.93 |
|
| Qualcomm Stock (QCOM) | 0.2 | $1.6M | -65% | 11k | 144.64 |
|
| 374water Stock (SCWO) | 0.2 | $1.6M | 1.1M | 1.42 |
|
|
| Fastenal Stock (FAST) | 0.2 | $1.6M | +10% | 25k | 64.77 |
|
| Blackstone Secd Lending Cef (BXSL) | 0.2 | $1.5M | +224% | 54k | 27.64 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) | 0.2 | $1.5M | 14k | 105.23 |
|
|
| Johnson & Johnson Stock (JNJ) | 0.1 | $1.4M | -34% | 8.9k | 156.74 |
|
| Paychex Stock (PAYX) | 0.1 | $1.4M | -47% | 12k | 119.11 |
|
| Ishares U.s. Treasury Bond Etf Etf (GOVT) | 0.1 | $1.4M | -76% | 59k | 23.04 |
|
| Align Technology Stock (ALGN) | 0.1 | $1.3M | +14% | 4.9k | 274.00 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.1 | $1.3M | -61% | 19k | 70.35 |
|
| Vanguard Growth Etf Etf (VUG) | 0.1 | $1.3M | 4.3k | 310.88 |
|
|
| Targa Res Corp Stock (TRGP) | 0.1 | $1.3M | -13% | 15k | 86.87 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.1 | $1.3M | 5.4k | 237.23 |
|
|
| Nxp Semiconductors N V Stock (NXPI) | 0.1 | $1.2M | NEW | 5.1k | 229.70 |
|
| Corning Stock (GLW) | 0.1 | $1.1M | -44% | 38k | 30.45 |
|
| Philip Morris Intl Stock (PM) | 0.1 | $1.1M | -23% | 12k | 94.08 |
|
| Conocophillips Stock (COP) | 0.1 | $1.1M | -2% | 9.7k | 116.07 |
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| Ishares Expanded Tech Sector Etf Etf (IGM) | 0.1 | $1.1M | -20% | 2.4k | 448.18 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.1 | $1.1M | -9% | 2.7k | 406.89 |
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| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 0.1 | $1.1M | NEW | 12k | 89.06 |
|
| Costco Whsl Corp Stock (COST) | 0.1 | $1.1M | -7% | 1.6k | 659.91 |
|
| Wec Energy Group Stock (WEC) | 0.1 | $1.1M | -46% | 13k | 84.17 |
|
| First Trust North American Energy Infrastructure Fund Etf (EMLP) | 0.1 | $1.0M | +16% | 38k | 27.69 |
|
| Truist Finl Corp Stock (TFC) | 0.1 | $1.0M | -79% | 28k | 36.92 |
|
| Globant S A Stock (GLOB) | 0.1 | $1.0M | -26% | 4.3k | 237.98 |
|
| Ishares Global Tech Etf Etf (IXN) | 0.1 | $1.0M | +3% | 15k | 68.18 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.1 | $1.0M | +18% | 9.3k | 107.49 |
|
| Ansys Stock (ANSS) | 0.1 | $982k | +23% | 2.7k | 362.88 |
|
| Tesla Stock (TSLA) | 0.1 | $976k | +20% | 3.9k | 248.50 |
|
| Lam Research Corp Stock (LRCX) | 0.1 | $949k | NEW | 1.2k | 783.26 |
|
| Heico Corp Stock (HEI) | 0.1 | $943k | -31% | 5.3k | 178.87 |
|
| Amgen Stock (AMGN) | 0.1 | $934k | +60% | 3.2k | 288.06 |
|
| Walmart Stock (WMT) | 0.1 | $913k | -29% | 5.8k | 157.65 |
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| Costar Group Stock (CSGP) | 0.1 | $913k | -27% | 10k | 87.39 |
|
| Tyler Technologies Stock (TYL) | 0.1 | $897k | -20% | 2.1k | 418.12 |
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| Five Below Stock (FIVE) | 0.1 | $894k | -25% | 4.2k | 213.16 |
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| Rtx Corporation Stock (RTX) | 0.1 | $887k | +11% | 11k | 84.14 |
|
| Honeywell Intl Stock (HON) | 0.1 | $861k | -56% | 4.1k | 209.73 |
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| First Trust Value Line Dividend Index Fund Etf (FVD) | 0.1 | $843k | -69% | 21k | 40.56 |
|
| West Pharmaceutical Svsc Stock (WST) | 0.1 | $828k | -18% | 2.4k | 352.13 |
|
| Ishares 1-3 Year Treasury Bond Etf Etf (SHY) | 0.1 | $820k | +213% | 10k | 82.04 |
|
| Boeing Stock (BA) | 0.1 | $813k | 3.1k | 260.66 |
|
|
| Ft Vest U.s. Equity Deep Buffer Etf - October Etf (DOCT) | 0.1 | $809k | -5% | 22k | 36.36 |
|
| First Trust Morningstar Dividend Leaders Index Fund Etf (FDL) | 0.1 | $795k | -8% | 22k | 35.88 |
|
| Grand Canyon Ed Stock (LOPE) | 0.1 | $778k | -16% | 5.9k | 132.04 |
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| Industrial Select Sector Spdr Fund Etf (XLI) | 0.1 | $743k | 6.5k | 113.99 |
|
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| Intercontinental Exchange Stock (ICE) | 0.1 | $722k | NEW | 5.6k | 128.43 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $714k | -54% | 9.5k | 75.35 |
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| Technology Select Sector Spdr Fund Etf (XLK) | 0.1 | $713k | -19% | 3.7k | 192.48 |
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| Eversource Energy Stock (ES) | 0.1 | $709k | -42% | 12k | 61.72 |
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| Rb Global Stock (RBA) | 0.1 | $700k | NEW | 11k | 66.89 |
|
| Starwood Ppty Tr Reit (STWD) | 0.1 | $696k | +143% | 33k | 21.02 |
|
| Cme Group Stock (CME) | 0.1 | $685k | NEW | 3.3k | 210.60 |
|
| Union Pac Corp Stock (UNP) | 0.1 | $675k | +46% | 2.7k | 245.62 |
|
| Coca Cola Stock (KO) | 0.1 | $670k | +13% | 11k | 58.93 |
|
| Vanguard Value Etf Etf (VTV) | 0.1 | $661k | 4.4k | 149.49 |
|
|
| Johnson Ctls Intl Stock (JCI) | 0.1 | $654k | +151% | 11k | 57.64 |
|
| Vanguard Tax-exempt Bond Etf Etf (VTEB) | 0.1 | $651k | +43% | 13k | 51.05 |
|
| Shopify Inc Cl A Stock (SHOP) | 0.1 | $645k | -12% | 8.3k | 77.90 |
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| Westrock Stock (WRK) | 0.1 | $644k | 16k | 41.52 |
|
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.1 | $639k | -22% | 16k | 41.10 |
|
| Jpmorgan Betabuilders Japan Etf Etf (BBJP) | 0.1 | $634k | +25% | 12k | 52.52 |
|
| Disney Walt Stock (DIS) | 0.1 | $627k | -40% | 6.9k | 90.29 |
|
| Verisk Analytics Stock (VRSK) | 0.1 | $627k | -25% | 2.6k | 238.89 |
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| Workiva Inc Com Cl A Stock (WK) | 0.1 | $624k | -5% | 6.1k | 101.53 |
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| Oracle Corp Stock (ORCL) | 0.1 | $608k | -59% | 5.8k | 105.42 |
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| Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF) | 0.1 | $608k | 17k | 36.98 |
|
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| Bio-techne Corp Stock (TECH) | 0.1 | $606k | -24% | 7.9k | 77.16 |
|
| Danaher Corporation Stock (DHR) | 0.1 | $594k | NEW | 2.6k | 231.34 |
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| Morgan Stanley Stock (MS) | 0.1 | $580k | +69% | 6.2k | 93.25 |
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| Charles Riv Labs Intl Stock (CRL) | 0.1 | $572k | +14% | 2.4k | 236.35 |
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| Ishares Short-term National Muni Bond Etf Etf (SUB) | 0.1 | $553k | -89% | 5.2k | 105.44 |
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| Godaddy Inc Cl A Stock (GDDY) | 0.1 | $551k | -41% | 5.2k | 106.16 |
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| Paylocity Hldg Corp Stock (PCTY) | 0.1 | $549k | -28% | 3.3k | 164.85 |
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| International Business Machs Stock (IBM) | 0.1 | $547k | -71% | 3.3k | 163.55 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.1 | $543k | 1.00 | 542625.00 |
|
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| Enbridge Stock (ENB) | 0.1 | $538k | -15% | 15k | 36.02 |
|
| Monolithic Pwr Sys Stock (MPWR) | 0.1 | $533k | NEW | 845.00 | 630.78 |
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| Rollins Stock (ROL) | 0.1 | $532k | -43% | 12k | 43.67 |
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| Linde Stock (LIN) | 0.1 | $530k | NEW | 1.3k | 410.82 |
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| Floor & Decor Hldgs Inc Cl A Stock (FND) | 0.1 | $527k | +32% | 4.7k | 111.56 |
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| Ishares International Dividend Growth Etf Etf (IGRO) | 0.1 | $526k | +110% | 8.1k | 64.57 |
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| Ft Vest U.s. Equity Enhance & Moderate Buffer Etf - June Etf (XJUN) | 0.1 | $523k | NEW | 15k | 35.13 |
|
| Guidewire Software Stock (GWRE) | 0.1 | $520k | 4.8k | 109.04 |
|
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| Wheaton Precious Metals Corp Stock (WPM) | 0.1 | $519k | NEW | 11k | 49.34 |
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| Watsco Stock (WSO) | 0.1 | $518k | -29% | 1.2k | 428.41 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.1 | $515k | 3.0k | 170.40 |
|
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| Ishares 7-10 Year Treasury Bond Etf Etf (IEF) | 0.1 | $515k | -16% | 5.3k | 96.39 |
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| Accel Entertainment Inc Com Cl A1 Stock (ACEL) | 0.1 | $514k | 50k | 10.27 |
|
|
| Ft Vest U.s. Equity Deep Buffer Etf - November Etf (DNOV) | 0.1 | $506k | 13k | 38.72 |
|
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| Asml Holding N V N Y Registry Adr (ASML) | 0.1 | $504k | +17% | 666.00 | 756.92 |
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| Sherwin Williams Stock (SHW) | 0.1 | $504k | NEW | 1.6k | 311.90 |
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| American Express Stock (AXP) | 0.1 | $501k | -59% | 2.7k | 187.36 |
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| Dell Technologies Inc Cl C Stock (DELL) | 0.1 | $501k | NEW | 6.6k | 76.50 |
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| Regions Financial Corp Stock (RF) | 0.1 | $499k | NEW | 26k | 19.38 |
|
| Ft Vest U.s. Equity Moderate Buffer Etf - June Etf (GJUN) | 0.1 | $494k | NEW | 16k | 31.79 |
|
| Saia Stock (SAIA) | 0.1 | $482k | NEW | 1.1k | 438.22 |
|
| Tc Energy Corp Stock (TRP) | 0.1 | $481k | -6% | 12k | 39.09 |
|
| Pfizer Stock (PFE) | 0.0 | $479k | -13% | 17k | 28.79 |
|
| Ensign Group Stock (ENSG) | 0.0 | $476k | -29% | 4.2k | 112.22 |
|
| Paycom Software Stock (PAYC) | 0.0 | $472k | -16% | 2.3k | 206.73 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.0 | $460k | -17% | 1.8k | 255.32 |
|
| Ishares Fallen Angels Usd Bond Etf Etf (FALN) | 0.0 | $459k | -50% | 17k | 26.40 |
|
| Ishares Core Msci Total International Stock Etf Etf (IXUS) | 0.0 | $455k | -13% | 7.0k | 64.93 |
|
| Entegris Stock (ENTG) | 0.0 | $448k | NEW | 3.7k | 119.82 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $443k | -32% | 10k | 43.85 |
|
| Ishares Russell Mid-cap Growth Etf Etf (IWP) | 0.0 | $440k | 4.2k | 104.46 |
|
|
| Stellar Bancorp Stock (STEL) | 0.0 | $439k | -13% | 16k | 27.84 |
|
| Sps Comm Stock (SPSC) | 0.0 | $439k | NEW | 2.3k | 193.84 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 0.0 | $434k | +39% | 9.1k | 47.90 |
|
| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $433k | +44% | 493.00 | 878.29 |
|
| Ft Vest U.s. Equity Buffer Etf - June Etf (FJUN) | 0.0 | $427k | NEW | 9.7k | 44.15 |
|
| Oreilly Automotive Stock (ORLY) | 0.0 | $423k | NEW | 445.00 | 950.08 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.0 | $422k | NEW | 1.5k | 291.05 |
|
| Diageo Adr (DEO) | 0.0 | $421k | -21% | 2.9k | 145.66 |
|
| Medpace Hldgs Stock (MEDP) | 0.0 | $420k | -28% | 1.4k | 306.53 |
|
| Hubspot Stock (HUBS) | 0.0 | $415k | -9% | 714.00 | 580.54 |
|
| Schwab Charles Corp Stock (SCHW) | 0.0 | $410k | NEW | 6.0k | 68.80 |
|
| At&t Stock (T) | 0.0 | $405k | +43% | 24k | 16.78 |
|
| Jpmorgan Betabuilders Canada Etf Etf (BBCA) | 0.0 | $404k | -12% | 6.3k | 64.12 |
|
| Doubleverify Hldgs Stock (DV) | 0.0 | $401k | NEW | 11k | 36.78 |
|
| Main Str Cap Corp Cef (MAIN) | 0.0 | $393k | 9.1k | 43.23 |
|
|
| Vanguard S&p Small-cap 600 Value Etf Etf (VIOV) | 0.0 | $393k | +100% | 4.4k | 88.50 |
|
| Wells Fargo Stock (WFC) | 0.0 | $389k | +17% | 7.9k | 49.22 |
|
| Altria Group Stock (MO) | 0.0 | $387k | +28% | 9.6k | 40.34 |
|
| Vanguard Short-term Treasury Etf Etf (VGSH) | 0.0 | $385k | NEW | 6.6k | 58.33 |
|
| Canadian Pacific Kansas City Stock (CP) | 0.0 | $380k | NEW | 4.8k | 79.06 |
|
| Interdigital Stock (IDCC) | 0.0 | $380k | NEW | 3.5k | 108.54 |
|
| Advanced Micro Devices Stock (AMD) | 0.0 | $375k | NEW | 2.5k | 147.43 |
|
| Te Connectivity Stock (TEL) | 0.0 | $375k | -56% | 2.7k | 140.52 |
|
| Spdr Nuveen Bloomberg Municipal Bond Etf Etf (TFI) | 0.0 | $373k | +12% | 7.9k | 47.00 |
|
| Ishares Russell Mid-cap Value Etf Etf (IWS) | 0.0 | $373k | -3% | 3.2k | 116.28 |
|
| Jpmorgan Betabuilders Developed Asia Pacific-ex Japan Etf Etf (BBAX) | 0.0 | $371k | +15% | 7.5k | 49.51 |
|
| Jpmorgan Betabuilders Europe Etf Etf (BBEU) | 0.0 | $369k | NEW | 6.5k | 56.59 |
|
| Relx Adr (RELX) | 0.0 | $368k | +13% | 9.3k | 39.66 |
|
| Ishares Russell 2000 Growth Etf Etf (IWO) | 0.0 | $367k | +48% | 1.5k | 252.22 |
|
| Blackrock Stock (BLK) | 0.0 | $367k | -93% | 452.00 | 811.85 |
|
| Novartis Adr (NVS) | 0.0 | $367k | -25% | 3.6k | 100.97 |
|
| Alarm Com Hldgs Stock (ALRM) | 0.0 | $363k | -48% | 5.6k | 64.62 |
|
| Exponent Stock (EXPO) | 0.0 | $357k | -31% | 4.1k | 88.04 |
|
| Blackrock Mun Target Term Tr Com Shs Ben In Cef (BTT) | 0.0 | $350k | 17k | 20.80 |
|
|
| Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM) | 0.0 | $348k | 7.3k | 47.79 |
|
|
| Hess Corp Stock (HES) | 0.0 | $347k | NEW | 2.4k | 144.16 |
|
| Uber Technologies Stock (UBER) | 0.0 | $346k | NEW | 5.6k | 61.58 |
|
| Blackline Stock (BL) | 0.0 | $342k | -10% | 5.5k | 62.44 |
|
| Repligen Corp Stock (RGEN) | 0.0 | $338k | NEW | 1.9k | 179.80 |
|
| Verisign Stock (VRSN) | 0.0 | $336k | NEW | 1.6k | 205.96 |
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $332k | 5.9k | 56.14 |
|
|
| Sap Se Adr (SAP) | 0.0 | $331k | NEW | 2.1k | 154.59 |
|
| Western Midstream Partners Lp Com Unit Lp Int Stock (WES) | 0.0 | $329k | +17% | 11k | 29.26 |
|
| Unilever Adr (UL) | 0.0 | $326k | -4% | 6.7k | 48.48 |
|
| Progyny Stock (PGNY) | 0.0 | $325k | +6% | 8.7k | 37.18 |
|
| Dexcom Stock (DXCM) | 0.0 | $325k | NEW | 2.6k | 124.09 |
|
| First Trust Large Cap Core Alphadex Fund Etf (FEX) | 0.0 | $325k | 3.6k | 90.16 |
|
|
| Vanguard Mega Cap Growth Etf Etf (MGK) | 0.0 | $323k | NEW | 1.2k | 259.57 |
|
| Sony Group Corp Adr (SONY) | 0.0 | $321k | NEW | 3.4k | 94.69 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.0 | $318k | -27% | 6.1k | 52.04 |
|
| Health Care Select Sector Spdr Fund Etf (XLV) | 0.0 | $318k | -11% | 2.3k | 136.38 |
|
| Totalenergies Se Adr (TTE) | 0.0 | $317k | -24% | 4.7k | 67.38 |
|
| Shell Plc Spon Ads Adr (SHEL) | 0.0 | $316k | +3% | 4.8k | 65.80 |
|
| Financial Select Sector Spdr Fund Etf (XLF) | 0.0 | $314k | -17% | 8.4k | 37.60 |
|
| Lauder Estee Cos Inc Cl A Stock (EL) | 0.0 | $307k | NEW | 2.1k | 146.25 |
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $302k | 3.9k | 77.02 |
|
|
| Snowflake Inc Cl A Stock (SNOW) | 0.0 | $300k | -30% | 1.5k | 199.00 |
|
| Cognex Corp Stock (CGNX) | 0.0 | $299k | +20% | 7.2k | 41.74 |
|
| Black Stone Minerals L P Com Unit Stock (BSM) | 0.0 | $295k | +9% | 19k | 15.96 |
|
| Squarespace Inc Class A Stock (SQSP) | 0.0 | $294k | -3% | 8.9k | 33.01 |
|
| Astrazeneca Adr (AZN) | 0.0 | $294k | NEW | 4.4k | 67.35 |
|
| Ccc Intelligent Solutions Hld Stock (CCCS) | 0.0 | $282k | NEW | 25k | 11.39 |
|
| Independent Bank Group Stock (IBTX) | 0.0 | $281k | 5.5k | 50.88 |
|
|
| Pimco Enhanced Short Maturity Active Etf Etf (MINT) | 0.0 | $281k | 2.8k | 99.79 |
|
|
| Kosmos Energy Stock (KOS) | 0.0 | $281k | NEW | 42k | 6.71 |
|
| Ishares Russell 2000 Value Etf Etf (IWN) | 0.0 | $281k | -26% | 1.8k | 155.33 |
|
| Caterpillar Stock (CAT) | 0.0 | $275k | NEW | 930.00 | 295.67 |
|
| Consumer Discretionary Select Sector Spdr Fund Etf (XLY) | 0.0 | $274k | -10% | 1.5k | 178.81 |
|
| Clearbridge Mlp And Midstrm Cef (CEM) | 0.0 | $272k | -8% | 6.8k | 40.09 |
|
| Carmax Stock (KMX) | 0.0 | $271k | NEW | 3.5k | 76.74 |
|
| Monster Beverage Corp Stock (MNST) | 0.0 | $269k | +100% | 4.7k | 57.61 |
|
| Blackstone Stock (BX) | 0.0 | $267k | NEW | 2.0k | 130.91 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $266k | -51% | 3.4k | 78.97 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $264k | 3.3k | 81.01 |
|
|
| Mplx Lp Com Unit Rep Stock (MPLX) | 0.0 | $261k | NEW | 7.1k | 36.72 |
|
| Bloom Energy Corp Com Cl A Stock (BE) | 0.0 | $260k | 18k | 14.80 |
|
|
| Applied Matls Stock (AMAT) | 0.0 | $259k | NEW | 1.6k | 162.07 |
|
| Vanguard Real Estate Etf Etf (VNQ) | 0.0 | $258k | -7% | 2.9k | 88.37 |
|
| Option Care Health Stock (OPCH) | 0.0 | $258k | NEW | 7.7k | 33.69 |
|
| Toast Inc Cl A Stock (TOST) | 0.0 | $257k | NEW | 14k | 18.26 |
|
| Kinsale Cap Group Stock (KNSL) | 0.0 | $257k | NEW | 768.00 | 334.92 |
|
| First Trust Managed Municipal Etf Etf (FMB) | 0.0 | $251k | -36% | 4.9k | 51.67 |
|
| Consumer Staples Select Sector Spdr Fund Etf (XLP) | 0.0 | $251k | +20% | 3.5k | 72.03 |
|
| Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB) | 0.0 | $249k | -38% | 4.9k | 51.28 |
|
| Thomson Reuters Corp Stock (TRI) | 0.0 | $249k | NEW | 1.7k | 146.22 |
|
| Tjx Cos Stock (TJX) | 0.0 | $248k | NEW | 2.6k | 93.81 |
|
| Lululemon Athletica Stock (LULU) | 0.0 | $246k | NEW | 481.00 | 510.93 |
|
| Ishares Msci Usa Momentum Factor Etf Etf (MTUM) | 0.0 | $242k | -94% | 1.5k | 156.93 |
|
| Iqvia Hldgs Stock (IQV) | 0.0 | $241k | +4% | 1.0k | 231.38 |
|
| Henry Jack & Assoc Stock (JKHY) | 0.0 | $239k | -39% | 1.5k | 163.42 |
|
| Freshpet Stock (FRPT) | 0.0 | $239k | NEW | 2.8k | 86.76 |
|
| Sanofi Adr (SNY) | 0.0 | $237k | +6% | 4.8k | 49.73 |
|
| Blue Owl Capital Corporation Cef (OBDC) | 0.0 | $236k | NEW | 16k | 14.76 |
|
| Dow Stock (DOW) | 0.0 | $235k | NEW | 4.3k | 54.84 |
|
| Privia Health Group Stock (PRVA) | 0.0 | $234k | NEW | 10k | 23.03 |
|
| Alcon Ag Ord Stock (ALC) | 0.0 | $233k | -6% | 3.0k | 78.12 |
|
| Northrop Grumman Corp Stock (NOC) | 0.0 | $233k | -38% | 497.00 | 468.14 |
|
| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $232k | NEW | 402.00 | 576.10 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.0 | $228k | NEW | 2.0k | 111.65 |
|
| Simon Ppty Group Reit (SPG) | 0.0 | $228k | -91% | 1.6k | 142.60 |
|
| Crh Plc Ord Stock (CRH) | 0.0 | $226k | NEW | 3.3k | 69.16 |
|
| Certara Stock (CERT) | 0.0 | $226k | -2% | 13k | 17.59 |
|
| National Grid Plc Sponsored Adr Ne Adr (NGG) | 0.0 | $220k | NEW | 3.2k | 67.99 |
|
| Chemed Corp Stock (CHE) | 0.0 | $216k | NEW | 370.00 | 584.75 |
|
| Biogen Stock (BIIB) | 0.0 | $215k | -25% | 832.00 | 258.77 |
|
| Brookfield Corp Cl A Ltd Vt Sh Stock (BN) | 0.0 | $211k | NEW | 5.2k | 40.12 |
|
| Communication Services Select Sector Spdr Fund Etf (XLC) | 0.0 | $209k | NEW | 2.9k | 72.66 |
|
| Five9 Stock (FIVN) | 0.0 | $209k | -13% | 2.7k | 78.69 |
|
| Ishares Msci Eafe Small-cap Etf Etf (SCZ) | 0.0 | $208k | NEW | 3.4k | 61.90 |
|
| Pembina Pipeline Corp Stock (PBA) | 0.0 | $207k | NEW | 6.0k | 34.42 |
|
| L3harris Technologies Stock (LHX) | 0.0 | $206k | -26% | 976.00 | 210.58 |
|
| Grid Dynamics Hldgs Inc Cl A Stock (GDYN) | 0.0 | $204k | +11% | 15k | 13.33 |
|
| Neogen Corp Stock (NEOG) | 0.0 | $203k | NEW | 10k | 20.11 |
|
| Idexx Labs Stock (IDXX) | 0.0 | $201k | NEW | 362.00 | 555.05 |
|
| Baker Hughes Company Cl A Stock (BKR) | 0.0 | $196k | NEW | 5.7k | 34.18 |
|
| Suncor Energy Stock (SU) | 0.0 | $196k | -4% | 6.1k | 32.04 |
|
| Blackrock Short Maturity Municipal Bond Etf Etf (MEAR) | 0.0 | $195k | NEW | 3.9k | 49.99 |
|
| Ishares Preferred & Income Securities Etf Etf (PFF) | 0.0 | $193k | -64% | 6.2k | 31.19 |
|
| American Tower Corp Reit (AMT) | 0.0 | $192k | -83% | 891.00 | 215.88 |
|
| First Tr Inter Duratn Pfd & In Cef (FPF) | 0.0 | $191k | -69% | 12k | 16.31 |
|
| Haleon Plc Spon Ads Adr (HLN) | 0.0 | $191k | +4% | 23k | 8.23 |
|
| Coca-cola Europacific Partners Stock (CCEP) | 0.0 | $189k | NEW | 2.8k | 66.73 |
|
| American Elec Pwr Stock (AEP) | 0.0 | $189k | -10% | 2.3k | 81.22 |
|
| Bce Stock (BCE) | 0.0 | $187k | -19% | 4.7k | 39.38 |
|
| Northern Oil & Gas Stock (NOG) | 0.0 | $185k | NEW | 5.0k | 37.07 |
|
| Pimco Dynamic Income Cef (PDI) | 0.0 | $185k | -79% | 10k | 17.95 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.0 | $185k | NEW | 668.00 | 277.06 |
|
| Cheniere Energy Stock (LNG) | 0.0 | $185k | NEW | 1.1k | 170.71 |
|
| Acv Auctions Inc Com Cl A Stock (ACVA) | 0.0 | $183k | NEW | 12k | 15.15 |
|
| Dimensional U.s. Equity Etf Etf (DFUS) | 0.0 | $176k | NEW | 3.4k | 51.83 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $173k | NEW | 1.8k | 97.04 |
|
| Bhp Group Adr (BHP) | 0.0 | $172k | NEW | 2.5k | 68.31 |
|
| Amn Healthcare Svcs Stock (AMN) | 0.0 | $166k | -32% | 2.2k | 74.88 |
|
| Fiserv Stock (FI) | 0.0 | $165k | NEW | 1.2k | 132.84 |
|
| Deere & Co Stock (DE) | 0.0 | $163k | -28% | 408.00 | 399.87 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $163k | -97% | 1.5k | 108.28 |
|
| Mongodb Inc Cl A Stock (MDB) | 0.0 | $162k | NEW | 397.00 | 408.85 |
|
| Vontier Corporation Stock (VNT) | 0.0 | $161k | NEW | 4.7k | 34.55 |
|
| Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG) | 0.0 | $159k | NEW | 3.1k | 51.26 |
|
| Alerian Mlp Etf Etf (AMLP) | 0.0 | $158k | NEW | 3.7k | 42.52 |
|
| Discover Finl Svcs Stock (DFS) | 0.0 | $155k | NEW | 1.4k | 112.40 |
|
| Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) | 0.0 | $153k | NEW | 2.0k | 77.39 |
|
| Stifel Finl Corp Stock (SF) | 0.0 | $153k | NEW | 2.2k | 69.15 |
|
| Clearbridge Mlp And Midstrm Tr Cef (CTR) | 0.0 | $153k | NEW | 4.2k | 36.23 |
|
| Ishares U.s. Energy Etf Etf (IYE) | 0.0 | $153k | -91% | 3.5k | 44.12 |
|
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep Adr (KOF) | 0.0 | $152k | NEW | 1.6k | 94.64 |
|
| Mckesson Corp Stock (MCK) | 0.0 | $151k | NEW | 327.00 | 462.98 |
|
| Guaranty Bancshares Inc Tex Stock (GNTY) | 0.0 | $149k | NEW | 4.4k | 33.62 |
|
| Expeditors Intl Wash Stock (EXPD) | 0.0 | $149k | NEW | 1.2k | 127.21 |
|
| Invesco Tr Invt Grade Muns Cef (VGM) | 0.0 | $149k | NEW | 15k | 9.89 |
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.0 | $147k | NEW | 1.4k | 104.00 |
|
| Bristol-myers Squibb Stock (BMY) | 0.0 | $144k | NEW | 2.8k | 51.31 |
|
| Factset Resh Sys Stock (FDS) | 0.0 | $144k | NEW | 301.00 | 477.06 |
|
| Dolby Laboratories Inc Com Cl A Stock (DLB) | 0.0 | $144k | NEW | 1.7k | 86.19 |
|
| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.0 | $143k | -40% | 3.4k | 42.57 |
|
| Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) | 0.0 | $143k | NEW | 1.1k | 127.91 |
|
| Cummins Stock (CMI) | 0.0 | $143k | NEW | 598.00 | 239.57 |
|
| Cintas Corp Stock (CTAS) | 0.0 | $143k | NEW | 237.00 | 602.66 |
|
| Osisko Gold Royalties Stock (OR) | 0.0 | $143k | NEW | 10k | 14.28 |
|
| Franco Nev Corp Stock (FNV) | 0.0 | $142k | NEW | 1.3k | 110.82 |
|
| Ishares U.s. Real Estate Etf Etf (IYR) | 0.0 | $141k | NEW | 1.5k | 91.41 |
|
| Hni Corp Stock (HNI) | 0.0 | $141k | NEW | 3.4k | 41.83 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $141k | -84% | 700.00 | 200.71 |
|
| S&p Global Stock (SPGI) | 0.0 | $140k | -79% | 317.00 | 440.56 |
|
| American Wtr Wks Stock (AWK) | 0.0 | $139k | NEW | 1.1k | 131.95 |
|
| Etsy Stock (ETSY) | 0.0 | $136k | -9% | 1.7k | 81.04 |
|
| Fortis Stock (FTS) | 0.0 | $136k | NEW | 3.3k | 41.13 |
|
| British Amern Tob Adr (BTI) | 0.0 | $136k | -46% | 4.6k | 29.29 |
|
| Intuitive Surgical Stock (ISRG) | 0.0 | $135k | NEW | 401.00 | 337.36 |
|
| Pinterest Inc Cl A Stock (PINS) | 0.0 | $135k | NEW | 3.6k | 37.04 |
|
| General Dynamics Corp Stock (GD) | 0.0 | $135k | NEW | 520.00 | 259.67 |
|
| Spdr S&p Biotech Etf Etf (XBI) | 0.0 | $134k | -76% | 1.5k | 89.29 |
|
| Topbuild Corp Stock (BLD) | 0.0 | $133k | NEW | 356.00 | 374.26 |
|
| Chubb Stock (CB) | 0.0 | $133k | NEW | 587.00 | 226.00 |
|
| Argenx Se Adr (ARGX) | 0.0 | $132k | NEW | 346.00 | 380.43 |
|
| Seagate Technology Hldngs Plc Ord Stock (STX) | 0.0 | $131k | NEW | 1.5k | 85.35 |
|
| GSK Adr (GSK) | 0.0 | $131k | NEW | 3.5k | 37.06 |
|
| Block Inc Cl A Stock (SQ) | 0.0 | $131k | NEW | 1.7k | 77.35 |
|
| Lowes Cos Stock (LOW) | 0.0 | $130k | -86% | 585.00 | 222.55 |
|
| Amphenol Corp New Cl A Stock (APH) | 0.0 | $129k | NEW | 1.3k | 99.13 |
|
| Amcor Plc Ord Stock (AMCR) | 0.0 | $129k | -12% | 13k | 9.64 |
|
| Ionis Pharmaceuticals Stock (IONS) | 0.0 | $128k | NEW | 2.5k | 50.59 |
|
| Nustar Energy Lp Unit Stock (NS) | 0.0 | $128k | NEW | 6.9k | 18.68 |
|
| Fifth Third Bancorp Stock (FITB) | 0.0 | $128k | NEW | 3.7k | 34.49 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $128k | NEW | 36.00 | 3547.22 |
|
| Energy Select Sector Spdr Fund Etf (XLE) | 0.0 | $127k | -38% | 1.5k | 83.83 |
|
| Synchrony Financial Stock (SYF) | 0.0 | $127k | NEW | 3.3k | 38.19 |
|
| Ishares Msci Usa Size Factor Etf Etf (SIZE) | 0.0 | $125k | NEW | 947.00 | 131.87 |
|
| Blackrock Enhanced Equity Divi Cef (BDJ) | 0.0 | $124k | +9% | 16k | 7.69 |
|
| Canadian Imperial Bk Comm Toro Stock (CM) | 0.0 | $124k | NEW | 2.6k | 48.14 |
|
| Zoominfo Technologies Stock (ZI) | 0.0 | $122k | -32% | 6.6k | 18.49 |
|
| Target Corp Stock (TGT) | 0.0 | $121k | NEW | 851.00 | 142.42 |
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $121k | NEW | 632.00 | 191.15 |
|
| Equinix Reit (EQIX) | 0.0 | $120k | NEW | 149.00 | 805.39 |
|
| Kimberly-clark Corp Stock (KMB) | 0.0 | $119k | NEW | 981.00 | 121.51 |
|
| Schwab Us Dividend Equity Etf Etf (SCHD) | 0.0 | $118k | NEW | 1.5k | 76.15 |
|
| Rentokil Initial Adr (RTO) | 0.0 | $117k | NEW | 4.1k | 28.61 |
|
| Ishares High Yield Bond Factor Etf Etf (HYDB) | 0.0 | $116k | NEW | 2.5k | 46.21 |
|
| Vanguard Intermediate-term Treasury Etf Etf (VGIT) | 0.0 | $116k | -55% | 2.0k | 59.32 |
|
| Illumina Stock (ILMN) | 0.0 | $115k | -90% | 829.00 | 139.24 |
|
| United Rentals Stock (URI) | 0.0 | $115k | NEW | 201.00 | 572.52 |
|
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $115k | NEW | 226.00 | 507.38 |
|
| Lyondellbasell Industries N V Shs - A - Stock (LYB) | 0.0 | $111k | NEW | 1.2k | 95.05 |
|
| Arista Networks Stock (ANET) | 0.0 | $111k | NEW | 470.00 | 235.51 |
|
| Ishares Core Aggressive Allocation Etf Etf (AOA) | 0.0 | $110k | NEW | 1.6k | 69.07 |
|
| First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY) | 0.0 | $110k | NEW | 3.4k | 32.77 |
|
| Magnolia Oil & Gas Corp Cl A Stock (MGY) | 0.0 | $110k | NEW | 5.2k | 21.29 |
|
| United Airls Hldgs Stock (UAL) | 0.0 | $109k | NEW | 2.7k | 41.26 |
|
| PTC Stock (PTC) | 0.0 | $108k | NEW | 619.00 | 174.96 |
|
| Schwab Fundamental International Large Co. Index Etf Etf (FNDF) | 0.0 | $107k | NEW | 3.2k | 33.73 |
|
| Sei Invts Stock (SEIC) | 0.0 | $107k | NEW | 1.7k | 63.55 |
|
| Telus Corporation Stock (TU) | 0.0 | $107k | NEW | 6.0k | 17.79 |
|
| Service Corp Intl Stock (SCI) | 0.0 | $105k | NEW | 1.5k | 68.45 |
|
| Nvent Electric Stock (NVT) | 0.0 | $105k | NEW | 1.8k | 59.09 |
|
| Kornit Digital Stock (KRNT) | 0.0 | $104k | NEW | 5.4k | 19.16 |
|
| Yum Brands Stock (YUM) | 0.0 | $104k | NEW | 795.00 | 130.67 |
|
| Invesco Water Resources Etf Etf (PHO) | 0.0 | $104k | NEW | 1.7k | 60.86 |
|
| Wolfspeed Stock (WOLF) | 0.0 | $103k | -24% | 2.4k | 43.51 |
|
| Royal Bk Cda Stock (RY) | 0.0 | $102k | NEW | 1.0k | 101.13 |
|
| BP Adr (BP) | 0.0 | $101k | NEW | 2.8k | 35.40 |
|
| Bank Montreal Que Stock (BMO) | 0.0 | $100k | NEW | 1.0k | 98.94 |
|
| Vanguard S&p 500 Growth Etf Etf (VOOG) | 0.0 | $100k | NEW | 370.00 | 270.79 |
|
| Toronto Dominion Bk Ont Stock (TD) | 0.0 | $100k | NEW | 1.5k | 64.62 |
|
Past Filings by Icon Wealth Advisors
SEC 13F filings are viewable for Icon Wealth Advisors going back to 2022
- 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