• 13F History

Icon Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$1.22B
Signature - Title
Amy Ardeel - Chief Compliance Officer
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Icon Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Icon Wealth Advisors, LLC reported 502 stock holdings with total value $1.22B as of Q4 2024. Top holdings included IVV, ACN, IUSB, IVW, and DYNF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 502 $1.22B +$57.9M -$47.4M +$10.5M IVV, ACN, IUSB, IVW, DYNF 13F-HR 2/14/2025, 01:35 PM
Q3 2024 479 $1.2B +$92.3M -$53.4M +$39M IVV, ACN, IUSB, IVW, DYNF Restatement 11/14/2024, 02:00 PM
Q2 2024 432 $1.11B +$132M -$105M +$27.3M IVV, ACN, IUSB, IVW, MSFT 13F-HR 8/14/2024, 09:36 AM
Q1 2024 463 $1.08B +$155M -$103M +$51.6M IVV, ACN, IUSB, MSFT, QUAL 13F-HR 5/15/2024, 10:45 AM
Q4 2023 431 $961M $0 $0 IVV, ACN, IUSB, EFV, MUB 13F-HR 2/14/2024, 12:27 PM
Q4 2022 327 $870M +$62.6M -$57.8M +$4.78M IVV, ACN, ESGU, IUSB, CVX 13F-HR 2/14/2023, 11:33 AM
Q3 2022 398 $824M IVV, ACN, ESGU, MUB, IUSB 13F-HR 1/25/2023, 10:22 AM