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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ANSYS INC
Shares:474
Value:$150.0K
HNI CORP
Shares:3.4K
Value:$149.4K
COMCAST CORP
Shares:4.0K
Value:$149.2K
Lantheus Holdings, Inc.
Shares:1.5K
Value:$148.8K
BOSTON SCIENTIFIC CORP
Shares:1.5K
Value:$148.8K
ROLLINS INC
Shares:2.7K
Value:$148.4K
QUEST DIAGNOSTICS INC
Shares:872
Value:$147.5K
FIFTH THIRD BANCORP
Shares:3.7K
Value:$146.5K
46137V233
Shares:3.2K
Value:$145.7K
ENTEGRIS INC
Shares:1.7K
Value:$145.6K
SERVICE CORP INTERNATIONAL
Shares:1.8K
Value:$145.4K
Kinsale Capital Group, Inc.
Shares:298
Value:$145.0K
DOCUSIGN, INC.
Shares:1.8K
Value:$144.2K
921932505
Shares:430
Value:$143.8K
CINTAS CORP
Shares:698
Value:$143.5K
TKO Group Holdings, Inc.
Shares:924
Value:$141.2K
Nuveen Quality Municipal Income Fund
Shares:12.2K
Value:$141.1K
33741X102
Shares:4.2K
Value:$140.3K
Marvell Technology, Inc.
Shares:2.3K
Value:$139.8K
NUVEEN SELECT TAX FREE INCOME PORTFOLIO
Shares:9.7K
Value:$139.4K