Icon Wealth Advisors, LLC
Q4 2024 13F Holdings
- Locationhouston, TX
- Num holdings
502
- Value ($000)
$1,215,754
- Date Filed02/14/2025
- Form type13F-HR
- CIK0001963212
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $114.99M | 10 % | 195,344 | ||
ACN ACCENTURE PLC IRELAND SHS CLASS A | STOCK | G1151C101 | $65.80M | 5 % | 187,044 | ||
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 46434V613 | $49.67M | 4 % | 1,098,952 | ||
IVW ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | $39.39M | 3 % | 387,945 | ||
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | $36.13M | 3 % | 704,995 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $34.71M | 3 % | 82,345 | ||
QUAL ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | $33.57M | 3 % | 188,495 | ||
EFG ISHARES MSCI EAFE GROWTH ETF | ETF | 464288885 | $32.25M | 3 % | 333,090 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $31.49M | 3 % | 125,737 | ||
EFV ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | $31.12M | 3 % | 593,034 |
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