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 6 of 24
PAYCHEX INC
Shares:13.3K
Value:$2.1M
464288281
Shares:22.0K
Value:$2.0M
HONEYWELL INTERNATIONAL INC
Shares:9.3K
Value:$2.0M
LOCKHEED MARTIN CORP
Shares:4.4K
Value:$2.0M
46429B697
Shares:20.6K
Value:$1.9M
Stellus Capital Investment Corp
Shares:135.1K
Value:$1.9M
VERIZON COMMUNICATIONS INC
Shares:41.1K
Value:$1.9M
Permian Resources Corp
Shares:133.9K
Value:$1.9M
FORUM ENERGY TECHNOLOGIES, INC.
Shares:91.8K
Value:$1.8M
Walt Disney Co
Shares:18.5K
Value:$1.8M
LINDE PLC
Shares:3.8K
Value:$1.8M
COSTAR GROUP, INC.
Shares:22.4K
Value:$1.8M
Philip Morris International Inc.
Shares:11.2K
Value:$1.8M
PPL Corp
Shares:48.6K
Value:$1.8M
BlackRock, Inc.
Shares:1.8K
Value:$1.7M
464287150
Shares:13.9K
Value:$1.7M
Walmart Inc.
Shares:19.2K
Value:$1.7M
LAM RESEARCH CORP
Shares:22.5K
Value:$1.6M
Intercontinental Exchange, Inc.
Shares:9.5K
Value:$1.6M
46429B267
Shares:70.8K
Value:$1.6M