• 13F History

Icon Wealth Partners, LLC

13F Filings History

Latest 13F report
Q3 2023 - Nov 14, 2023
Value $
$880M
Signature - Title
Amy Ardeel - CCO
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Icon Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Icon Wealth Partners, LLC reported 428 stock holdings with total value $880M as of Q3 2023. Top holdings included IVV, ACN, IUSB, EFV, and EFG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2023 428 $880M +$91.9M -$126M -$33.9M IVV, ACN, IUSB, EFV, EFG 13F-HR 11/14/2023, 09:22 AM
Q2 2023 409 $945M +$55.7M -$65.8M -$10M IVV, ACN, IUSB, EFG, QUAL 13F-HR 8/3/2023, 03:25 PM
Q1 2023 421 $919M IVV, ACN, IUSB, ESGU, EFG 13F-HR 5/11/2023, 09:36 AM
Q2 2022 296 $836M +$74.9M -$73.6M +$1.31M IVV, ACN, ESGU, MUB, IUSB 13F-HR 7/19/2022, 02:48 PM
Q1 2022 329 $1.01B +$151M -$53.1M +$98.3M IVV, ACN, ESGU, MSFT, MUB 13F-HR 4/19/2022, 05:19 PM
Q4 2021 321 $997M +$59.3M -$58.6M +$676K ACN, IVV, ESGU, EFG, MSFT 13F-HR 1/18/2022, 06:33 PM
Q3 2021 335 $936M +$63.9M -$52.4M +$11.5M ACN, ESGU, IVV, MSFT, EFG 13F-HR 11/15/2021, 06:32 AM
Q2 2021 349 $932M +$111M -$30.9M +$80M ACN, IVV, ESGU, MSFT, MUB 13F-HR 7/30/2021, 03:36 PM
Q1 2021 331 $799M +$182M -$47.1M +$135M ACN, IVV, ESGU, MSFT, MUB 13F-HR 4/26/2021, 08:14 AM
Q4 2020 273 $633M +$85.4M -$20.5M +$64.9M ACN, IVV, ESGU, MUB, EFG 13F-HR 2/8/2021, 07:25 AM
Q3 2020 248 $518M +$146M -$15.6M +$131M ACN, IVV, ESGU, MUB, EFG 13F-HR 10/22/2020, 04:22 PM
Q2 2020 257 $413M +$167M -$42M +$125M ACN, IVV, MUB, ESGU, EFG 13F-HR 7/14/2020, 11:29 AM
Q1 2020 153 $254M +$30.6M -$19.3M +$11.3M ACN, IVV, MUB, GOVT, IEFA 13F-HR 4/16/2020, 05:50 PM
Q4 2019 174 $315M +$34.9M -$22.2M +$12.7M ACN, IVV, MUB, IEFA, IEMG 13F-HR 1/29/2020, 05:39 AM
Q3 2019 165 $292M +$22.4M -$9.4M +$13M ACN, IVV, MUB, IEFA, ITOT 13F-HR 10/23/2019, 08:41 PM
Q2 2019 163 $283M +$45.4M -$7.16M +$38.3M ACN, IVV, MUB, ITOT, IEFA 13F-HR 8/12/2019, 06:13 PM
Q1 2019 853 $267M +$49.2M -$17.2M +$32M ACN, IVV, MUB, IEFA, ITOT 13F-HR 5/9/2019, 03:50 PM
Q4 2018 217 $207M +$22.6M -$9.53M +$13.1M ACN, IVV, IEFA, EPD, MUB 13F-HR 2/14/2019, 09:05 AM
Q3 2018 271 $240M +$24.9M -$8.49M +$16.4M ACN, IVV, EPD, IEFA, MUB 13F-HR 11/14/2018, 07:04 AM
Q2 2018 815 $238M +$65.8M -$12.1M +$53.6M ACN, IVV, EPD, IEFA, MUB 13F-HR 8/13/2018, 04:49 PM
Q1 2018 254 $187M +$29.2M -$16.1M +$13M ACN, IVV, EPD, IEMG, IHG 13F-HR 5/14/2018, 05:36 PM
Q4 2017 840 $202M ACN, EPD, IEMG, MMP, IWD 13F-HR 2/13/2018, 10:44 AM