CIK 1963212
Icon Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
394
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 394
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BE | BLOOM ENERGY CORP COM CL A | 15K | $1M+ | SH |
| — | ASTRAZENECA PLC ORD | 14K | $1M+ | SH |
| GE | GE AEROSPACE COM NEW | 4K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 2K | $1M+ | SH |
| NVO | NOVO-NORDISK A S ADR | 25K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC COM | 9K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 13K | $1M+ | SH |
| MO | ALTRIA GROUP INC COM | 21K | $1M+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW COM | 15K | $1M+ | SH |
| CSGP | COSTAR GROUP INC COM | 17K | $1M+ | SH |
| HON | HONEYWELL INTL INC COM | 6K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 2K | $1M+ | SH |
| PSX | PHILLIPS 66 COM | 9K | $1M+ | SH |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | 24K | $1M+ | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 7K | $1M+ | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 7K | $1M+ | SH |
| PFE | PFIZER INC COM | 43K | $1M+ | SH |
| LOW | LOWES COS INC COM | 4K | $1M+ | SH |
| COP | CONOCOPHILLIPS COM | 11K | $1M+ | SH |
| INTC | INTEL CORP COM | 28K | $1M+ | SH |
| STEL | STELLAR BANCORP INC COM | 34K | $1M+ | SH |
| T | AT&T INC COM | 41K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 1K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 20K | $1M+ | SH |
| CMI | CUMMINS INC COM | 2K | $1M+ | SH |
| UPS | UNITED PARCEL SVCS INC CL B | 10K | $500K+ | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 19K | $500K+ | SH |
| BN | BROOKFIELD CORP CL A LTD VT SH | 21K | $500K+ | SH |
| BSM | BLACK STONE MINERALS L P COM UNIT | 70K | $500K+ | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 17K | $500K+ | SH |
| DOCT | FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER | 21K | $500K+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 12K | $500K+ | SH |
| PR | PERMIAN RESOURCES CORP CLASS A COM | 64K | $500K+ | SH |
| FMC | FMC CORP COM NEW | 64K | $500K+ | SH |
| LYB | LYONDELLBASELL INDUSTRIES N V SHS - A - | 20K | $500K+ | SH |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 20K | $500K+ | SH |
| GJUN | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | 22K | $500K+ | SH |
| DRI | DARDEN RESTAURANTS INC COM | 5K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 4K | $500K+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 68K | $500K+ | SH |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | 17K | $500K+ | SH |
| SYSB | ISHARES SYSTEMATIC BOND ETF | 9K | $500K+ | SH |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 10K | $500K+ | SH |
| PAYC | PAYCOM SOFTWARE INC COM | 5K | $500K+ | SH |
| GEV | GE VERNOVA INC COM | 1K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 6K | $500K+ | SH |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 4K | $500K+ | SH |
| MAR | MARRIOTT INTL INC NEW CL A | 3K | $500K+ | SH |
| CB | CHUBB LIMITED COM | 3K | $500K+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | 3K | $500K+ | SH |