Icon Wealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationhouston, TX
- CIK0001963212
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
502 | $1.22B | IVV, ACN, IUSB, IVW | 13F-HR | Feb 14, 2025 | 000196321225000002 | ||
479 | $1.20B | IVV, ACN, IUSB, IVW | RESTATEMENT | Nov 14, 2024 | 000196321224000008 | ||
432 | $1.12B | IVV, ACN, IUSB, IVW | 13F-HR | Aug 14, 2024 | 000196321224000004 | ||
463 | $1.08B | IVV, ACN, IUSB, MSFT | 13F-HR | May 15, 2024 | 000196321224000003 | ||
431 | $960.51M | IVV, ACN, IUSB, EFV | 13F-HR | Feb 14, 2024 | 000196321224000001 | ||
327 | $870.19M | IVV, ACN, ESGU, IUSB | 13F-HR | Feb 14, 2023 | 000196321223000002 | ||
398 | $824.00K | IVV, ACN, ESGU, MUB | 13F-HR | Jan 25, 2023 | 000196321223000001 |