Icon Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Houston, TX
CIK
0001963212
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 479 1,201,353 IVV, ACN, IUSB, IVW RESTATEMENT 11/14/2024 000196321224000008
Q2 2024 432 1,124,212 IVV, ACN, IUSB, IVW 13F-HR 8/14/2024 000196321224000004
Q1 2024 463 1,076,460 IVV, ACN, IUSB, MSFT 13F-HR 5/15/2024 000196321224000003
Q4 2023 431 960,510 IVV, ACN, IUSB, EFV 13F-HR 2/14/2024 000196321224000001
Q4 2022 327 870,186 IVV, ACN, ESGU, IUSB 13F-HR 2/14/2023 000196321223000002
Q3 2022 398 823,771 IVV, ACN, ESGU, MUB 13F-HR 1/25/2023 000196321223000001
Additional filings from Icon Wealth Advisors, LLC that have since been restated