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:
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Page 14 of 24
SCHWAB CHARLES CORP
Shares:4.7K
Value:$367.0K
GENERAL ELECTRIC CO
Shares:1.8K
Value:$366.5K
69374H881
Shares:6.7K
Value:$365.0K
Bloom Energy Corp
Shares:18.5K
Value:$364.4K
GE Vernova Inc.
Shares:1.2K
Value:$358.9K
78468R721
Shares:7.9K
Value:$358.0K
BlackRock Municipal 2030 Target Term Trust
Shares:16.8K
Value:$357.2K
OLD DOMINION FREIGHT LINE, INC.
Shares:2.2K
Value:$356.7K
ADVANCED MICRO DEVICES INC
Shares:3.5K
Value:$355.7K
NOVARTIS AG
Shares:3.2K
Value:$355.5K
Arista Networks, Inc.
Shares:4.6K
Value:$353.7K
46431W648
Shares:4.7K
Value:$353.0K
464287457
Shares:4.2K
Value:$351.0K
STRYKER CORP
Shares:941
Value:$350.3K
46641Q233
Shares:7.2K
Value:$348.8K
33740F722
Shares:7.0K
Value:$347.5K
78468R739
Shares:7.3K
Value:$346.1K
Arthur J. Gallagher & Co.
Shares:989
Value:$341.4K
TopBuild Corp
Shares:1.1K
Value:$330.9K
Elevance Health, Inc.
Shares:758
Value:$329.7K