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 301–350 of 394
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WPM | WHEATON PRECIOUS METALS CORP COM | 3K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP COM | 4K | $100K–$500K | SH |
| ILMN | ILLUMINA INC COM | 3K | $100K–$500K | SH |
| TER | TERADYNE INC COM | 2K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION COM | 918 | $100K–$500K | SH |
| SSB | SOUTHSTATE BK CORP COM | 3K | $100K–$500K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| MMM | 3M CO COM | 2K | $100K–$500K | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 7K | $100K–$500K | SH |
| DTM | DT MIDSTREAM INC COMMON STOCK | 3K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 664 | $100K–$500K | SH |
| CFR | CULLEN FROST BANKERS INC COM | 2K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC COM | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 8K | $100K–$500K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 4K | $100K–$500K | SH |
| ICVT | ISHARES CONVERTIBLE BOND ETF | 3K | $100K–$500K | SH |
| SF | STIFEL FINL CORP COM | 2K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 3K | $100K–$500K | SH |
| XYZ | BLOCK INC CL A | 5K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC COM | 3K | $100K–$500K | SH |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 3K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 337 | $100K–$500K | SH |
| SPG | SIMON PPTY GROUP INC NEW COM | 2K | $100K–$500K | SH |
| RELX | RELX PLC SPONSORED ADR | 7K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 1K | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC COM | 527 | $100K–$500K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| SYF | SYNCHRONY FINANCIAL COM | 3K | $100K–$500K | SH |
| OMF | ONEMAIN HLDGS INC COM | 4K | $100K–$500K | SH |
| MSDL | MORGAN STANLEY DIRECT LENDING COM SHS | 17K | $100K–$500K | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 18K | $100K–$500K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | 3K | $100K–$500K | SH |
| BKR | BAKER HUGHES COMPANY CL A | 6K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD COM | 2K | $100K–$500K | SH |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | 822 | $100K–$500K | SH |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | 5K | $100K–$500K | SH |
| WDAY | WORKDAY INC CL A | 1K | $100K–$500K | SH |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 2K | $100K–$500K | SH |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 3K | $100K–$500K | SH |
| CLH | CLEAN HARBORS INC COM | 1K | $100K–$500K | SH |
| GM | GENERAL MTRS CO COM | 3K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC COM | 886 | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC COM | 417 | $100K–$500K | SH |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | 8K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA ADR | 21K | $100K–$500K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 836 | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC COM | 855 | $100K–$500K | SH |
| POOL | POOL CORP COM | 1K | $100K–$500K | SH |