Icon Wealth Advisors, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$1.4B

Holdings

510

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (510 positions)

StockValue
PTCPTC INC COM
$103K
XFEBFT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY
$102K
EFXEQUIFAX INC COM
$101K
ABGCENCORA INC COM
$101K
WSTWEST PHARMACEUTICAL SVSC INC COM
$101K
ELFE L F BEAUTY INC COM
$101K
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$101K
XNEAXNUVEEN AMT FREE QLTY MUN INCME COM
$101K
IJRISHARES CORE S&P SMALL CAP ETF
$101K
LULULULULEMON ATHLETICA INC COM
$100K
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