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 9 of 24
Salesforce, Inc.
Shares:3.2K
Value:$859.2K
336917109
Shares:19.6K
Value:$852.3K
Blue Owl Capital Corp
Shares:57.3K
Value:$839.7K
INTEL CORP
Shares:36.5K
Value:$829.9K
81369Y803
Shares:4.0K
Value:$822.7K
BERKSHIRE HATHAWAY INC
Shares:1
Value:$798.4K
33740F672
Shares:20.7K
Value:$793.3K
Uber Technologies, Inc
Shares:10.6K
Value:$775.0K
Trane Technologies plc
Shares:2.3K
Value:$773.9K
Shares:27.6K
Value:$764.5K
STARWOOD PROPERTY TRUST, INC.
Shares:38.2K
Value:$755.2K
BOEING CO
Shares:4.4K
Value:$748.5K
Autodesk, Inc.
Shares:2.8K
Value:$745.3K
BROOKFIELD Corp /ON/
Shares:14.1K
Value:$737.4K
33734H106
Shares:16.4K
Value:$732.4K
FASTENAL CO
Shares:9.4K
Value:$732.2K
464287440
Shares:7.6K
Value:$727.5K
InterDigital, Inc.
Shares:3.5K
Value:$723.6K
46432F834
Shares:10.3K
Value:$722.4K
Smurfit Westrock plc
Shares:15.8K
Value:$713.6K