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 3 of 24
Alphabet Inc.
Shares:42.7K
Value:$6.6M
092528843
Shares:132.2K
Value:$6.6M
ABBOTT LABORATORIES
Shares:48.6K
Value:$6.4M
46434V803
Shares:175.5K
Value:$6.4M
BANK OF AMERICA CORP /DE/
Shares:148.4K
Value:$6.2M
Broadcom Inc.
Shares:37.0K
Value:$6.2M
HOME DEPOT, INC.
Shares:15.7K
Value:$5.8M
JOHNSON & JOHNSON
Shares:34.0K
Value:$5.6M
PROCTER & GAMBLE Co
Shares:32.5K
Value:$5.5M
56167N720
Shares:144.7K
Value:$5.3M
Zoetis Inc.
Shares:31.6K
Value:$5.2M
FS KKR Capital Corp
Shares:241.4K
Value:$5.1M
SHOPIFY INC.
Shares:52.0K
Value:$5.0M
MCDONALDS CORP
Shares:15.5K
Value:$4.9M
464287614
Shares:12.8K
Value:$4.6M
NETFLIX INC
Shares:4.9K
Value:$4.6M
Meta Platforms, Inc.
Shares:7.9K
Value:$4.6M
THERMO FISHER SCIENTIFIC INC.
Shares:9.1K
Value:$4.5M
Mondelez International, Inc.
Shares:65.4K
Value:$4.4M
PEPSICO INC
Shares:27.4K
Value:$4.1M