Icon Wealth Partners, LLC Buys iShares 0-5 Year High Yield Corporate Bond, iShares Short Maturity Bond, Exxon Mobil Corp, Sells iShares Core MSCI Emerging Markets, iShares Core S&P Total U.S. Stock Market, iShares Global Tech

• New Purchases: SHYG, NEAR, SPY, PXD, VZ, EWJ, BRK.A, VOO, CRM, SHOP, EPP, IWM, VOD, FEYE,
• Added Positions: IVV, MUB, XOM, EPD, IEFA, CVX, AMZN, IGIB, MGY, OXY, SUB, KMI, DIS, NVS, JPM, GOOG, PSX, SOXX, BAC, SBUX, BABA, PFE, QRTEA, ABT, HD, COP, BE, PEP, MMP, F, ENB, WMB, ADBE, AVGO, KHC, PYPL, FB, T, VNQ, ET, CTXS, INFY, MRK, NOV, PAA, REGN, STX, TCP, TRGP, OKE, NBL, MPLX, EMB, LHX, FCX, BTI, BCE, VEA, ADSK,
• Reduced Positions: IEMG, ITOT, ACN, IXN, TLT, MBB, VTV, USMV, IWD, AGN, AAPL, BRK.B, IWF, HON, UNH, GOOGL, KO, BIIB, VUG, DBEF, V, TWTR, PDI, DG, VWO, SNY, GSK, PG, TRP, NKE, NGG, NVDA, MO, ADP, BP, JNJ, NVO, ORCL, QCOM, TMO, VRTX, MDLZ, IONS, TFI, GE, COST, TEL,
• Sold Out: IJH, C, EFA, HYG, MAIN, MTUM, DRTT, RDS.B, XOP, AXP, WDC, TSM, BA, CM, IBTX, NUE, MDT, MCD, VTI, IWN, CTR, AON, FEX, DEO, PCI, DLB, CXO, EOG, WFC, BSX, AZN, SCZ, AMCR, AMLP, SMFG,

For the details of Icon Wealth Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/icon+wealth+partners%2C+llc/current-portfolio/portfolio

1. Accenture PLC (ACN) - 225,665 shares, 17.40% of the total portfolio. Shares reduced by 4.69%
2. iShares Core S&P 500 (IVV) - 121,432 shares, 14.82% of the total portfolio. Shares added by 4.53%
3. iShares National Muni Bond (MUB) - 155,270 shares, 8.29% of the total portfolio. Shares added by 7.99%
4. iShares Core MSCI EAFE (IEFA) - 236,711 shares, 5.58% of the total portfolio. Shares added by 5.11%
5. First Trust Preferred Securities and Income ETF (FPE) - 401,591 shares, 3.11% of the total portfolio. Shares added by 0.83%

Icon Wealth Partners, LLC initiated holding in iShares 0-5 Year High Yield Corporate Bond. The purchase prices were between $37.54 and $46.72, with an estimated average price of $45. The stock is now traded at around $42.38. The impact to a portfolio due to this purchase was 1.26%. The holding were 65,197 shares as of .

Icon Wealth Partners, LLC initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.07. The impact to a portfolio due to this purchase was 0.5%. The holding were 21,895 shares as of .

Icon Wealth Partners, LLC initiated holding in SPDR S&P 500. The purchase prices were between $222.95 and $338.34, with an estimated average price of $307.42. The stock is now traded at around $279.10. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,548 shares as of .

Icon Wealth Partners, LLC initiated holding in Pioneer Natural Resources Co. The purchase prices were between $56.77 and $158.11, with an estimated average price of $120.14. The stock is now traded at around $71.11. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,531 shares as of .

Icon Wealth Partners, LLC initiated holding in Verizon Communications Inc. The purchase prices were between $49.94 and $61.4, with an estimated average price of $57.34. The stock is now traded at around $57.66. The impact to a portfolio due to this purchase was 0.17%. The holding were 6,747 shares as of .

Icon Wealth Partners, LLC initiated holding in iShares MSCI Japan Index Fund. The purchase prices were between $43.22 and $60.05, with an estimated average price of $55.02. The stock is now traded at around $50.15. The impact to a portfolio due to this purchase was 0.15%. The holding were 6,332 shares as of .

Icon Wealth Partners, LLC added to a holding in Exxon Mobil Corp by 100.66%. The purchase prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $39.15. The impact to a portfolio due to this purchase was 0.48%. The holding were 52,855 shares as of .

Icon Wealth Partners, LLC added to a holding in Chevron Corp by 102.83%. The purchase prices were between $54.22 and $121.43, with an estimated average price of $99.58. The stock is now traded at around $79.99. The impact to a portfolio due to this purchase was 0.22%. The holding were 12,920 shares as of .

Icon Wealth Partners, LLC added to a holding in Amazon.com Inc by 25.56%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2408.19. The impact to a portfolio due to this purchase was 0.16%. The holding were 835 shares as of .

Icon Wealth Partners, LLC added to a holding in Magnolia Oil & Gas Corp by 616.67%. The purchase prices were between $3.38 and $13.1, with an estimated average price of $8.74. The stock is now traded at around $3.77. The impact to a portfolio due to this purchase was 0.14%. The holding were 86,000 shares as of .

Icon Wealth Partners, LLC added to a holding in Occidental Petroleum Corp by 241.42%. The purchase prices were between $9.69 and $47.26, with an estimated average price of $33.31. The stock is now traded at around $12.20. The impact to a portfolio due to this purchase was 0.12%. The holding were 31,820 shares as of .

Icon Wealth Partners, LLC added to a holding in iShares Short-Term National Muni Bond by 23.23%. The purchase prices were between $97.45 and $107.63, with an estimated average price of $106.47. The stock is now traded at around $106.61. The impact to a portfolio due to this purchase was 0.09%. The holding were 9,722 shares as of .

Icon Wealth Partners, LLC sold out a holding in iShares Core S&P Mid-Cap. The sale prices were between $121.03 and $209.33, with an estimated average price of $184.86.

Icon Wealth Partners, LLC sold out a holding in Citigroup Inc. The sale prices were between $35.39 and $81.91, with an estimated average price of $67.72.

Icon Wealth Partners, LLC sold out a holding in iShares MSCI EAFE. The sale prices were between $46.5 and $70.38, with an estimated average price of $63.47.

Icon Wealth Partners, LLC sold out a holding in iShares iBoxx $ High Yield Corporate Bond. The sale prices were between $68.29 and $87.58, with an estimated average price of $83.68.

Icon Wealth Partners, LLC sold out a holding in Main Street Capital Corp. The sale prices were between $15.74 and $45, with an estimated average price of $37.72.

Icon Wealth Partners, LLC sold out a holding in Dirtt Environmental Solutions Ltd. The sale prices were between $0.78 and $3.35, with an estimated average price of $2.33.