Icon-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
475
Total Value
1215623119
Accession Number
0001963212-25-000003
Form Type
13F-HR
Manager Name
Icon-Wealth-Advisors
Data Enrichment
82% identified
389 identified86 unidentified

Holdings

475 positions
Manager:
Search and click to pin securities to the top
Page 10 of 24
233051200
Shares:16.5K
Value:$712.4K
Tempus AI, Inc.
Shares:14.7K
Value:$709.3K
922908744
Shares:4.0K
Value:$691.8K
AMGEN INC
Shares:2.2K
Value:$684.0K
922907746
Shares:13.7K
Value:$677.9K
ClearBridge Energy Midstream Opportunity Fund Inc.
Shares:13.7K
Value:$677.5K
CARMAX INC
Shares:8.6K
Value:$666.6K
921909768
Shares:10.5K
Value:$649.8K
92206C706
Shares:10.7K
Value:$635.3K
Discover Financial Services
Shares:3.7K
Value:$632.1K
BECTON DICKINSON & CO
Shares:2.7K
Value:$623.3K
46641Q217
Shares:11.1K
Value:$621.9K
O REILLY AUTOMOTIVE INC
Shares:425
Value:$608.8K
CATERPILLAR INC
Shares:1.8K
Value:$603.4K
46435G250
Shares:12.7K
Value:$595.8K
ENBRIDGE INC
Shares:13.4K
Value:$593.8K
TRUIST FINANCIAL CORP
Shares:14.3K
Value:$588.2K
921908844
Shares:3.0K
Value:$586.2K
Goldman Sachs BDC, Inc.
Shares:49.8K
Value:$578.8K
TC ENERGY CORP
Shares:12.2K
Value:$575.0K