Investment company Icon Wealth Partners, LLC buys iShares Core S&P Total U.S. Stock Market, iShares Core S&P 500, First Trust Preferred Securities and Income ETF, iShares National Muni Bond, iShares Global Tech, iShares Edge MSCI Min Vol USA, Shares Long-Term Corporate Bond, Western Midstream Partners LP, iShares Core S&P Small-Cap, Main Street Capital Corp, Berkshire Hathaway Inc, Apple Inc, Cheniere Energy Inc, Bloom Energy Corp, Western Digital Corp, iShares Short-Term National Muni Bond, EnLink Midstream LLC, MPLX LP, Antero Midstream Corp, Anadarko Petroleum Corp, DCP Midstream LP, Fluor Corp, UBS Group AG, Allergan PLC, Facebook Inc, Veeva Systems Inc, Twitter Inc, Alphabet Inc, Bank of Montreal, Boston Scientific Corp, Buckeye Partners LP, CNOOC, Colgate-Palmolive Co, Cree Inc, Heico Corp, Kimberly-Clark Corp, NVIDIA Corp, Nuance Communications Inc, SEI Investments Co, Schlumberger, Southern Co, Thermo Fisher Scientific Inc, American Water Works Co Inc, Vermilion Energy Inc, Dollar General Corp, Pentair PLC, NOW Inc, Yum China Holdings Inc, iShares iBoxx $ High Yield Corporate Bond, SPDR MidCap Trust Series I, ABB, Advance Auto Parts Inc, ASE Technology Holding Co, America Movil SAB de CV, American Electric Power Co Inc, Amgen Inc, Ansys Inc, Aon PLC, BB&T Corp, CSX Corp, Caterpillar Inc, Clorox Co, CoStar Group Inc, Cognizant Technology Solutions Corp, Diageo PLC, EPR Properties, FactSet Research Systems Inc, Fastenal Co, General Dynamics Corp, Welltower Inc, Honda Motor Co, International Business Machines Corp, ING Groep NV, Johnson Controls International PLC, Kansas City Southern, MKS Instruments Inc, Morgan Stanley, Norfolk Southern Corp, PT Telekomunikasi Indonesia (Persero) Tbk, PPL Corp, Booking Holdings Inc, Quest Diagnostics Inc, Raytheon Co, Ritchie Bros Auctioneers Inc, SAP SE, Salesforce.com Inc, Shaw Communications Inc, Snap-on Inc, STERIS, Suburban Propane Partners LP, TJX Inc, US Bancorp, The Ultimate Software Group Inc, Varian Medical Systems Inc, YPF SA, Yum Brands Inc, Shinhan Financial Group Co, Verisk Analytics Inc, Semgroup Corp, AMC Networks Inc, ServiceNow Inc, Palo Alto Networks Inc, Cohen & Steers MLP Income and Energy Opp, Chegg Inc, Allegiance Bancshares Inc, Liberty SiriusXM Group, Dropbox Inc, First Trust DJ Internet Index Fund, First Trust Enhanced Short Maturity ETF, First Trust Low Duration Opportunities ETF, Schwab US Dividend Equity, Vanguard Small-Cap Value, Vanguard Mid-Cap Value, A.O. Smith Corp, Alliant Energy Corp, American International Group Inc, Ameriprise Financial Inc, Assured Guaranty, Autoliv Inc, Bank OZK, BlackRock Inc, Boeing Co, British American Tobacco PLC, CVS Health Corp, Camden Property Trust, Canadian National Railway Co, Celanese Corp, Chemed Corp, Cognex Corp, Crane Co, Dollar Tree Inc, Eaton Corp PLC, Entergy Corp, Fidelity National Financial Inc, Fifth Third Bancorp, PacWest Bancorp, FirstEnergy Corp, Fomento Economico Mexicano SAB de CV, General Mills Inc, Halliburton Co, Healthcare Services Group Inc, The Hershey Co, Huntington Bancshares Inc, IHS Markit, International Paper Co, Littelfuse Inc, Live Nation Entertainment Inc, Lloyds Banking Group PLC, Lockheed Martin Corp, Manulife Financial Corp, McDermott International Inc, McKesson Corp, Medical Properties Trust Inc, Mobile TeleSystems PJSC, National Grid PLC, National Instruments Corp, National Oilwell Varco Inc, Netflix Inc, Nordson Corp, Open Text Corp, PLDT Inc, Public Service Enterprise Group Inc, Rollins Inc, Sherwin-Williams Co, Simon Property Group Inc, Suncor Energy Inc, Bio-Techne Corp, Teekay LNG Partners LP, Tenaris SA, Tyler Technologies Inc, Valero Energy Corp, West Pharmaceutical Services Inc, Evergy Inc, BGC Partners Inc, Ternium SA, Banco Macro SA, Nuveen AMT-Free Municipal Income Fund, Reaves Utility Income Fund, Broadridge Financial Solutions Inc, B&G Foods Inc, Pros Holdings Inc, Concho Resources Inc, Two Harbors Investment Corp, CGI Inc, Grand Canyon Education Inc, LogMeIn Inc, KAR Auction Services Inc, Pembina Pipeline Corp, Guidewire Software Inc, Proto Labs Inc, Splunk Inc, Five Below Inc, Stellus Capital Investment Corp, CyrusOne Inc, Tier REIT Inc, 2U Inc, Paycom Software Inc, Globant SA, CDK Global Inc, Liberty Broadband Corp, James River Group Holdings, GoDaddy Inc, Hewlett Packard Enterprise Co, Arconic Inc, BP Midstream Partners LP, Spotify Technology SA, Vanguard Total International Bond ETF, First Trust Senior Loan Fund ETF, SPDR Gold Trust, iShares Europe, iShares Global Energy, VanEck Vectors Oil Services, iShares Short Treasury Bond ETF, Vanguard Small-Cap Growth, Vanguard S&P 500 Growth, Vanguard Mid-Cap Growth, Vanguard Total World Stock Index, SPDR Select Sector Fund - Energy Select Sector, 3M Co, Chubb, ALLETE Inc, AMN Healthcare Services Inc, ASML Holding NV, Acuity Brands Inc, Agree Realty Corp, Alaska Air Group Inc, Albany International Corp, Albemarle Corp, Alliance Data Systems Corp, Hess Corp, AmerisourceBergen Corp, Invesco, Array BioPharma Inc, Arrowhead Pharmaceuticals Inc, Avery Dennison Corp, Axis Capital Holdings, BOK Financial Corp, Bank Bradesco SA, Bio-Rad Laboratories Inc, CBS Corp, Canadian Natural Resources, Chesapeake Energy Corp, National Retail Properties Inc, Consolidated Communications Holdings Inc, Constellation Brands Inc, Copart Inc, Ingredion Inc, Cullen/Frost Bankers Inc, Diamond Offshore Drilling Inc, Domino's Pizza Inc, Donaldson Co Inc, LCI Industries Inc, East West Bancorp Inc, EastGroup Properties Inc, Electronic Arts Inc, EMCOR Group Inc, Encana Corp, Entegris Inc, Entercom Communications Corp, EQT Corp, The Estee Lauder Inc, Exelixis Inc, Exelon Corp, FedEx Corp, First Horizon National Corp, Flex, Franklin Resources Inc, Garmin, Gentex Corp, Gilead Sciences Inc, Graco Inc, H.B. Fuller Co, Harley-Davidson Inc, The Hartford Financial Services Group Inc, Hasbro Inc, Hawaiian Holdings Inc, Henry Schein Inc, HP Inc, Hubbell Inc, Huntsman Corp, IAC/InterActiveCorp, IDEX Corp, Immunogen Inc, Immunomedics Inc, Crestwood Equity Partners LP, Ingersoll-Rand PLC, International Flavors & Fragrances Inc, Intuitive Surgical Inc, Iron Mountain Inc, j2 Global Inc, Jack Henry & Associates Inc, The Kroger Co, Kulicke & Soffa Industries Inc, LKQ Corp, Las Vegas Sands Corp, Legg Mason Inc-LeggMason RETAIL, Lennox International Inc, Lincoln Electric Holdings Inc, Lions Gate Entertainment Corp, Lowe's Inc, MetLife Inc, The Middleby Corp, MSA Safety Inc, Mohawk Industries Inc, Molina Healthcare Inc, Molson Coors Brewing Co, Motorola Solutions Inc, Murphy Oil Corp, Hope Bancorp Inc, National Health Investors Inc, Neogen Corp, Omega Healthcare Investors Inc, PPG Industries Inc, Packaging Corp of America, PetroChina Co, Royal Philips NV, Plug Power Inc, PRA Group Inc, POSCO, Nutrien, Power Integrations Inc, Linde PLC, RPM International Inc, Realty Income Corp, RELX PLC, RenaissanceRe Holdings, SBA Communications Corp, SK Telecom Co, Semtech Corp, Southwest Airlines Co, State Street Corporation, SunTrust Banks Inc, Symantec Corp, Tanger Factory Outlet Centers Inc, Target Corp, Teleflex Inc, Texas Instruments Inc, Texas Pacific Land Trust, Torchmark Corp, Total System Services Inc, Toyota Motor Corp, Tractor Supply Co, ACI Worldwide Inc, Transocean, Trinity Industries Inc, Turkcell Iletisim Hizmetleri AS, United Rentals Inc, Unum Group, Viacom Inc, Westinghouse Air Brake Technologies Corp, Washington Trust Bancorp Inc, Waste Connections Inc, Watsco Inc, Weatherford International PLC, Weingarten Realty Investors, WellCare Health Plans Inc, Anthem Inc, Western Alliance Bancorp, Westlake Chemical Corp, Whiting Petroleum Corp, Altaba Inc, eBay Inc, Loews Corp, Delek US Holdings Inc, Nuveen Municipal Credit Income Fund, Advent Claymore Convt Security & Income Fund, Blackrock Municipal Income Trust, CBRE Clarion Global Real Estate Income Fund, Kayne Anderson MLP/Midstream Investment Co, Qurate Retail Inc, Mastercard Inc, Evercore Inc, New Oriental Education & Technology Group Inc, Leidos Holdings Inc, ExlService Holdings Inc, KBR Inc, AerCap Holdings NV, HSBC Holdings PLC, Delta Air Lines Inc, Discover Financial Services, WABCO Holdings Inc, MercadoLibre Inc, The Royal Bank of Scotland Group PLC, TechnipFMC PLC, Reinsurance Group of America Inc, Fortinet Inc, Colony Capital Inc, CIT Group Inc, Huazhu Group, Oasis Petroleum Inc, LyondellBasell Industries NV, Envestnet Inc, Wright Medical Group NV, Dunkin' Brands Group Inc, WageWorks Inc, TripAdvisor Inc, WPX Energy Inc, Yelp Inc, Supernus Pharmaceuticals Inc, GCI Liberty Inc, Qualys Inc, Berry Global Group Inc, Bright Horizons Family Solutions Inc, Portola Pharmaceuticals Inc, bluebird bio Inc, Murphy USA Inc, Canopy Growth Corp, Weibo Corp, Sage Therapeutics Inc, Aurora Cannabis Inc, Liberty Formula One Group, Liberty Broadband Corp, Axalta Coating Systems, FibroGen Inc, New Relic Inc, Etsy Inc, Evolent Health Inc, Cable One Inc, Alarm.com Holdings Inc, Teladoc Health Inc, First Data Corp, Four Corners Property Trust Inc, Noble Midstream Partners LP, BeiGene, Under Armour Inc, Liberty SiriusXM Group, Cronos Group Inc, Nutanix Inc, Acushnet Holdings Corp, BlackLine Inc, Alcoa Corp, Newmark Group Inc, Apergy Corp, Pluralsight Inc, Resideo Technologies Inc, Equitrans Midstream Corp, WisdomTree Japan Hedged Equity Fund, iShares Floating Rate Bond, iShares Russell 2000, iShares Russell Mid-Cap, iShares Core MSCI Total International Stock ETF, iShares Dow Jones U.S., SPDR S&P Regional Banking, iShares MBS ETF, SPDR S&P Dividend, First Trust Cloud Computing ETF, Invesco S&P 500 Low Volatility, Vanguard Information Tech, Vanguard Industrials, Vanguard High Dividend Yield, SPDR Select Sector Fund - Financial, The AES Corp, Sarepta Therapeutics Inc, Abiomed Inc, Activision Blizzard Inc, Advanced Energy Industries Inc, Advanced Micro Devices Inc, Air Products & Chemicals Inc, Alexion Pharmaceuticals Inc, Align Technology Inc, Allstate Corp, AmeriGas Partners LP, Amphenol Corp, Apache Corp, Arthur J. Gallagher, AutoZone Inc, Banco Santander SA, Barclays PLC, Basic Energy Services Inc, Baxter International Inc, Bausch Health Inc, BorgWarner Inc, Bristol-Myers Squibb Company, Brunswick Corp, C.H. Robinson Worldwide Inc, CMS Energy Corp, CRH PLC, Helix Energy Solutions Group Inc, Canadian Pacific Railway, Capital One Financial Corp, Carnival Corp, Cathay General Bancorp, Centene Corp, Charles Schwab Corp, CME Group Inc, Churchill Downs Inc, Ciena Corp, Cigna Corp, Coherent Inc, Comerica Inc, DXC Technology Co, Conagra Brands Inc, Conmed Corp, Contango Oil & Gas Co, Corning Inc, D.R. Horton Inc, Devon Energy Corp, DexCom Inc, E*TRADE Financial Corp, DISH Network Corp, Edwards Lifesciences Corp, Equifax Inc, Exact Sciences Corp, FLIR Systems Inc, NextEra Energy Inc, Foot Locker Inc, Orange SA, GATX Corp, Genomic Health Inc, Global Payments Inc, Goldman Sachs Group Inc, Grupo Televisa SAB, HNI Corp, Harris Corp, Hexcel Corp, Host Hotels & Resorts Inc, Humana Inc, IDEXX Laboratories Inc, Illumina Inc, Incyte Corp, Intercontinental Exchange Inc, The Interpublic Group of Inc, Intuit Inc, JM Smucker Co, KLA-Tencor Corp, Kellogg Co, KeyCorp, Kohl's Corp, Laboratory Corp of America Holdings, L Brands Inc, Lincoln National Corp, MGIC Investment Corp, Marathon Oil Corp, MarketAxess Holdings Inc, Marsh & McLennan Inc, Martin Marietta Materials Inc, Marvell Technology Group, Masco Corp, Mattel Inc, Maxim Integrated Products Inc, S&P Global Inc, Microchip Technology Inc, ArcelorMittal SA, Mobile Mini Inc, Moody's Corporation, Morningstar Inc, Mylan NV, Nabors Industries, Nasdaq Inc, NetApp Inc, Nokia Oyj, Eversource Energy, Northrop Grumman Corp, Old Dominion Freight Lines Inc, Owens-Illinois Inc, PG&E Corp, PNM Resources Inc, PTC Inc, Pioneer Natural Resources Co, PotlatchDeltic Corp, Progressive Corp, Public Storage, Regions Financial Corp, Roper Technologies Inc, Royal Caribbean Cruises, Ryder System Inc, Pool Corp, SLM Corp, SVB Financial Group, Sanderson Farms Inc, The Scotts Miracle Gro Co, Seattle Genetics Inc, Sempra Energy, Sirius XM Holdings Inc, Smith & Nephew PLC, Stanley Black & Decker Inc, Synopsys Inc, Take-Two Interactive Software Inc, Telefonica SA, Telephone and Data Systems Inc, Teradyne Inc, Teva Pharmaceutical Industries, Vail Resorts Inc, Viasat Inc, Vulcan Materials Co, W.W. Grainger Inc, Weyerhaeuser Co, Willis Towers Watson PLC, World Wrestling Entertainment Inc, WEX Inc, Xcel Energy Inc, Zimmer Biomet Holdings Inc, Calumet Specialty Products Partners LP, Chipotle Mexican Grill Inc, TransDigm Group Inc, DNP Select Income Fund Inc, Nuveen Select Tax Free Income Port 3, Cohen & Steers Quality Inc Realty Fund, Tortoise Energy Infrastructure, Allianzgi NFJ Dividend, Interest & Premium Strateg, Portland General Electric Co, BHP Group PLC, Owens-Corning Inc, IPG Photonics Corp, Baytex Energy Corp, Lululemon Athletica Inc, Ulta Beauty Inc, MSCI Inc, Rubicon Technology Inc, SELLAS Life Sciences Group Inc, Gran Tierra Energy Inc, Westport Fuel Systems Inc, Anheuser-Busch InBev SA/NV, Lear Corp, Pebblebrook Hotel Trust, Charter Communications Inc, First American Financial Corp, Tesla Inc, NXP Semiconductors NV, LPL Financial Holdings Inc, Caesars Entertainment Corp, First Republic Bank, Cornerstone OnDemand Inc, Golar LNG Partners LP, Ellie Mae Inc, Boingo Wireless Inc, Marathon Petroleum Corp, Fortune Brands Home & Security Inc, Xylem Inc, Aptiv PLC, Allison Transmission Holdings Inc, Worldpay Inc, GasLog, Mr. Cooper Group Inc, Realogy Holdings Corp, Diamondback Energy Inc, Liberty Formula One Group, Zoetis Inc, Voya Financial Inc, IQVIA Holdings Inc, Tableau Software Inc, American Homes 4 Rent, Sprouts Farmers Market Inc, RingCentral Inc, Criteo SA, Burlington Stores Inc, OneMain Holdings Inc, Allegion PLC, Ally Financial Inc, Parsley Energy Inc, ServiceMaster Global Holdings Inc, Synchrony Financial, Viking Therapeutics Inc, Citizens Financial Group Inc, Zayo Group Holdings Inc, Keysight Technologies Inc, PRA Health Sciences Inc, Aphria Inc, Shopify Inc, Energizer Holdings Inc, TransUnion, The Chemours Co, Zillow Group Inc, Synlogic Inc, Square Inc, NantHealth Inc, Moleculin Biotech Inc, Adient PLC, Lions Gate Entertainment Corp, Snap Inc, Canada Goose Holdings Inc, Granite Point Mortgage Trust Inc, Baker Hughes, a GE Co, Brighthouse Financial Inc, CannTrust Holdings Inc, Stitch Fix Inc, AXA Equitable Holdings Inc, Perspecta Inc, Tilray Inc, Garrett Motion Inc, Fox Corp, AdvisorShares Dorsey Wright ADR, JPMorgan Chase Capital XVI JP Morgan Alerian MLP E, iShares Core Aggressive Allocation, Vanguard Intermediate-Term Bond, Invesco Senior Loan, iShares MSCI Eurozone, First Trust Multi Cap Growth AlphaDEX Fund, First Trust DJ Select MicroCap, First Trust Europe AlphaDEX Fund, iShares 7-10 Year Treasury Bond ETF, iShares S&P SmallCap 600 Value, iShares Morningstar Large-Cap Growth, iShares Morningstar Large-Cap Value, iShares Morningstar Mid-Cap, iShares Morningstar Mid-Cap Growth, iShares Morningstar Mid-Cap ETF, iShares Morningstar Small-Cap Growth, iShares Morningstar Small-Cap Value ETFnd, iShares Preferred and Income Securities ETF, Schwab U.S. Broad Market, Schwab Emerging Markets Equity, Schwab International Equity, Schwab U.S. Large-Cap Value, iShares Silver Trust, SPDR S&P 600 Small Cap ETF (based on S&P SmallCap , VanEck Vectors Semiconductor, SPDR Portfolio Intermediate Term Corporate Bond, iShares Broad USD Investment Grade Corporate Bond , United States Oil Fund, Vanguard Financials, Vanguard Mortgage-Backed Securities ETF, Vanguard Short-Term Inflation-Protected Securities, Vanguard Emerging Markets Government Bond ETF, SPDR Select Sector Fund - Technology, SPDR Select Sector Fund - Consumer Staples, SPDR Select Sector Fund - Health Care, SPDR Select Sector Fund - Consumer Discretionary, sells iShares S&P 500 Value, iShares S&P 500 Growth, iShares Edge MSCI USA Momentum Factor, Western Midstream Partners LP, iShares Core S&P Mid-Cap, Alerian MLP, TransMontaigne Partners LP, McDonald's Corp, Costco Wholesale Corp, SPDR Nuveen Bloomberg Barclays Short Term Municipa, Walgreens Boots Alliance Inc, Abbott Laboratories, Union Pacific Corp, SPDR Nuveen Bloomberg Barclays Municipal Bond, AstraZeneca PLC, AbbVie Inc, iShares Select Dividend ETF, Andeavor Logistics LP, PIMCO Enhanced Short Maturity Active Exchange-Trad, iShares TIPS Bond, iShares MSCI Emerging Index Fund, Royal Dutch Shell PLC, China Mobile, Unilever NV, United Technologies Corp, iShares MSCI Japan Index Fund, China Petroleum & Chemical Corp, Becton, Dickinson and Co, PNC Financial Services Group Inc, Baidu Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Icon Wealth Partners, LLC. As of 2019Q1, Icon Wealth Partners, LLC owns 905 stocks with a total value of $258 million. These are the details of the buys and sells.
Here is the complete portfolio of Icon Wealth Partners, LLC. Also check out:
1. Icon Wealth Partners, LLC's Undervalued Stocks
2. Icon Wealth Partners, LLC's Top Growth Companies, and
3. Icon Wealth Partners, LLC's High Yield stocks
4. Stocks that Icon Wealth Partners, LLC keeps buying
- New Purchases: IGLB, 1WG, MAIN, LNG, BE, WDC, ENLC, 5711, DCP, UBS, VEEV, BMO, BSX, CEO, CL, CREE, HEI, KMB, NUAN, SEIC, SLB, SO, TMO, AWK, VET, DG, PNR, DNOW, YUMC, HYG, MDY, ABB, AAP, ASX, AMX, AEP, AMGN, ANSS, AON, BBT, CSX, CAT, CLX, CSGP, CTSH, DEO, EPR, FDS, FAST, GD, WELL, HMC, IBM, ING, KSU, MKSI, MS, NSC, TLK, PPL, BKNG, DGX, RTN, RBA, SAP, CRM, SJR, SNA, STE, SPH, TJX, USB, ULTI, VAR, YPF, YUM, SHG, VRSK, SEMG, AMCX, NOW, PANW, MIE, CHGG, LSXMK, DBX, FDN, FTSM, LMBS, SCHD, VBR, VOE, AOS, LNT, AIG, AMP, AGO, ALV, OZK, BLK, CVS, CPT, CNI, CE, CHE, CGNX, CR, DLTR, ETN, ETR, FNF, FITB, PACW, FE, FMX, GIS, HAL, HCSG, HSY, HBAN, INFO, IP, LFUS, LYV, LYG, LMT, MFC, MDR, MCK, MPW, MBT, NATI, NDSN, OTEX, PHI, PEG, ROL, SHW, SPG, SU, TECH, TGP, TS, TYL, VLO, WST, EVRG, BGCP, TX, BMA, NEA, UTG, BR, BGS, PRO, CXO, TWO, CJ5A, LOPE, LOGM, KAR, PBA, GWRE, PRLB, SPLK, FIVE, SCM, CONE, TIER, TWOU, PAYC, GLOB, CDK, LBRDK, JRVR, GDDY, HPE, ARNC, BPMP, SPOT, BNDX, FTSL, GLD, IEV, IXC, OIH, SHV, VBK, VOOG, VOT, VT, XLE, MMM, CB, ALE, AMN, ASML, AYI, ADC, ALK, AIN, ALB, ADS, HES, ABC, IVZ, ARRY, ARWR, AVY, AXS, BOKF, BBD, BIO, CBS, CNQ, CHK, NNN, CNSL, STZ, CPRT, INGR, CFR, DO, DPZ, DCI, LCII, EWBC, EGP, EA, EME, ECA, ENTG, ETM, EQT, EL, EXEL, EXC, FDX, FHN, FLEX, BEN, GRMN, GNTX, GILD, GGG, FUL, HOG, HIG, HAS, HA, HSIC, HPQ, HUBB, HUN, IAC, IEX, IMGN, IMMU, CEQP, IR, IFF, ISRG, IRM, JCOM, JKHY, KR, KLIC, LKQ, LVS, LM, LII, LECO, LGF.B, LOW, MET, MIDD, MSA, MHK, MOH, TAP, MSI, MUR, HOPE, NHI, NEOG, OHI, PPG, PKG, PTR, PHG, PLUG, PRAA, PKX, NTR, POWI, LIN, RPM, O, RELX, RNR, SBAC, SKM, SMTC, LUV, STT, STI, SYMC, SKT, TGT, TFX, TXN, TPL, TMK, TSS, TM, TSCO, ACIW, RIG, TRN, TKC, URI, UNM, VIAB, WAB, WASH, WCN, WSO, WFT, WRI, WCG, ANTM, WAL, WLK, WLL, AABA, EBAY, L, DK, NZF, AVK, BFK, IGR, KYN, MA, EVR, EDU, LDOS, EXLS, KBR, AER, HSBCPA, DAL, DFS, WBC, MELI, RBS, FTI, RGA, FTNT, CLNY, CIT, HTHT, OAS, LYB, ENV, WMGI, DNKN, WAGE, TRIP, WPX, YELP, SUPN, GLIBA, QLYS, BERY, BFAM, PTLA, BLUE, MUSA, CGC, WB, SAGE, ACB, FWONK, LBRDA, AXTA, FGEN, NEWR, ETSY, EVH, CABO, ALRM, TDOC, FDC, FCPT, NBLX, BGNE, UA, LSXMA, CRON, NTNX, GOLF, BL, AA, NMRK, APY, PS, REZI, ETRN, DXJ, FLOT, IWM, IWR, IXUS, IYY, KRE, MBB, SDY, SKYY, SPLV, VGT, VIS, VYM, XLF, AES, SRPT, ABMD, ATVI, AEIS, AMD, APD, ALXN, ALGN, ALL, APU, APH, APA, AJG, AZO, SAN, BCS, BAS, BAX, BHC, BWA, BMY, BC, CHRW, CMS, CRH, HLX, CP, COF, CCL, CATY, CNC, SCHW, CME, CHDN, CIEN, CI, COHR, CMA, DXC, CAG, CNMD, MCF, GLW, DHI, DVN, DXCM, ETFC, DISH, EW, EFX, EXAS, FLIR, NEE, FL, ORAN, GATX, GHDX, GPN, GS, TV, HNI, HRS, HXL, HST, HUM, IDXX, ILMN, INCY, ICE, IPG, INTU, SJM, KLAC, K, KEY, KSS, LH, LB, LNC, MTG, MRO, MKTX, MMC, MLM, MRVL, MAS, MAT, MXIM, SPGI, MCHP, MT, MINI, MCO, MORN, MYL, NBR, NDAQ, NTAP, NOK, ES, NOC, ODFL, OI, PCG, PNM, PTC, PXD, PCH, PGR, PSA, RF, ROP, RCL, R, POOL, SLM, SIVB, SAFM, SMG, SGEN, SRE, SIRI, SNN, SWK, SNPS, TTWO, TEF, TDS, TER, TEVA, MTN, VSAT, VMC, GWW, WY, WLTW, WWE, WEX, XEL, ZBH, CLMT, CMG, TDG, DNP, NXR, RQI, TYG, NFJ, POR, BBL, OC, IPGP, BTE, LULU, ULTA, MSCI, RBCN, SLS, GTE, WPRT, BUD, LEA, PEB, CHTR, FAF, TSLA, NXPI, LPLA, CZR, FRC, CSOD, GMLP, ELLI, WIFI, MPC, FBHS, XYL, APTV, ALSN, WP, GLOG, COOP, RLGY, FANG, FWONA, ZTS, VOYA, IQV, DATA, AMH, SFM, RNG, CRTO, BURL, OMF, ALLE, ALLY, PE, SERV, SYF, VKTX, CFG, ZAYO, KEYS, PRAH, APHA, SHOP, ENR, TRU, CC, Z, SYBX, SQ, NH, MBRX, ADNT, LGF.A, SNAP, GOOS, GPMT, BHGE, BHF, CTST, SFIX, EQH, PRSP, TLRY, GTX, FOXA, AADR, AMJ, AOA, BIV, BKLN, EZU, FAD, FDM, FEP, IEF, IJS, JKE, JKF, JKG, JKH, JKI, JKK, JKL, PFF, SCHB, SCHE, SCHF, SCHV, SLV, SLY, SMH, SPIB, USIG, USO, VFH, VMBS, VTIP, VWOB, XLK, XLP, XLV, XLY,
- Added Positions: ITOT, IVV, FPE, MUB, IXN, USMV, IJR, BRK.B, AAPL, IEFA, SUB, MPLX, IEMG, AGN, FLR, TWTR, FB, GOOG, APC, AMZN, MSFT, PAA, NVDA, BPL, ET, ABTX, JCI, MMP, JNJ, PM, NBL, BA, NFLX, NOV, NGG, GOOGL, BTI, ADP, TOT, BABA, DIS, D, QRTEA, PSXP, VIV, STX, COP, CM, GSK, BP, PEP, FCX, IGIB, SHLX, BCE, SNY, ADBE, PYPL, EQM, V, CERN, C, DE, EOG, EXPD, F, MNST, HD, NVO, NUE, MDT, QCOM, REGN, TRP, UL, SMFG, TEL, BAC,
- Reduced Positions: IVE, IVW, ACN, MTUM, LQD, IJH, AMLP, IWD, IWF, MCD, SHM, COST, WBA, FPF, ABT, ABBV, TFI, DVY, AZN, UNP, ANDX, MINT, JPM, PDI, TIP, OKE, VRTX, RDS.A, BIIB, EEM, RDS.B, CHL, UN, EWJ, UTX, UNH, VZ, TRGP, WMT, KHC, VOD, T, ADSK, PFE, DWDP, PAGP, CCI, CMCSA, CTXS, CSCO, SNP, ABEV, CVX, NTES, IWP, IWS, BIDU, AXP, SPY, MO, HSBC, GM, AVGO, TRV, SBUX, PNC, BDX, UPS, NVS, PG, LLL, IONS, HON, WFC, TCP, ENB, DUK, TSM, ORCL, OXY, INFY, IWO, IWN, DLB, NS, DISCA, LLY, KB, VTR,
- Sold Out: WES, TLP,
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
These are the top 5 holdings of Icon Wealth Partners, LLC- Accenture PLC (ACN) - 250,952 shares, 17.14% of the total portfolio. Shares reduced by 4.78%
- iShares Core S&P 500 (IVV) - 76,021 shares, 8.39% of the total portfolio. Shares added by 21.43%
- iShares National Muni Bond (MUB) - 90,078 shares, 3.89% of the total portfolio. Shares added by 32.28%
- iShares Core MSCI EAFE (IEFA) - 159,225 shares, 3.75% of the total portfolio. Shares added by 2.67%
- iShares Core S&P Total U.S. Stock Market (ITOT) - 149,788 shares, 3.74% of the total portfolio. Shares added by 457.56%
Icon Wealth Partners, LLC initiated holding in Shares Long-Term Corporate Bond. The purchase prices were between $56.22 and $60.35, with an estimated average price of $57.87. The stock is now traded at around $59.96. The impact to a portfolio due to this purchase was 0.3%. The holding were 12,822 shares as of .
New Purchase: Western Midstream Partners LP (1WG)Icon Wealth Partners, LLC initiated holding in Western Midstream Partners LP. The purchase prices were between $23.82 and $29.29, with an estimated average price of $27.51. The stock is now traded at around $26.34. The impact to a portfolio due to this purchase was 0.26%. The holding were 21,731 shares as of .
New Purchase: Main Street Capital Corp (MAIN)Icon Wealth Partners, LLC initiated holding in Main Street Capital Corp. The purchase prices were between $33.81 and $39.21, with an estimated average price of $37.18. The stock is now traded at around $39.63. The impact to a portfolio due to this purchase was 0.13%. The holding were 9,100 shares as of .
New Purchase: Cheniere Energy Inc (LNG)Icon Wealth Partners, LLC initiated holding in Cheniere Energy Inc. The purchase prices were between $59.19 and $69.7, with an estimated average price of $65.62. The stock is now traded at around $64.97. The impact to a portfolio due to this purchase was 0.1%. The holding were 3,792 shares as of .
New Purchase: Bloom Energy Corp (BE)Icon Wealth Partners, LLC initiated holding in Bloom Energy Corp. The purchase prices were between $9.21 and $16.3, with an estimated average price of $12.18. The stock is now traded at around $13.70. The impact to a portfolio due to this purchase was 0.09%. The holding were 18,235 shares as of .
New Purchase: Western Digital Corp (WDC)Icon Wealth Partners, LLC initiated holding in Western Digital Corp. The purchase prices were between $35.65 and $52.61, with an estimated average price of $45.1. The stock is now traded at around $46.42. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,408 shares as of .
Added: iShares Core S&P Total U.S. Stock Market (ITOT)Icon Wealth Partners, LLC added to a holding in iShares Core S&P Total U.S. Stock Market by 457.56%. The purchase prices were between $55.25 and $64.92, with an estimated average price of $61.82. The stock is now traded at around $65.37. The impact to a portfolio due to this purchase was 3.07%. The holding were 149,788 shares as of .
Added: iShares Core S&P 500 (IVV)Icon Wealth Partners, LLC added to a holding in iShares Core S&P 500 by 21.43%. The purchase prices were between $244.46 and $286.57, with an estimated average price of $272.5. The stock is now traded at around $288.72. The impact to a portfolio due to this purchase was 1.48%. The holding were 76,021 shares as of .
Added: First Trust Preferred Securities and Income ETF (FPE)Icon Wealth Partners, LLC added to a holding in First Trust Preferred Securities and Income ETF by 269.70%. The purchase prices were between $17.95 and $19.09, with an estimated average price of $18.71. The stock is now traded at around $19.20. The impact to a portfolio due to this purchase was 1.23%. The holding were 228,716 shares as of .
Added: iShares National Muni Bond (MUB)Icon Wealth Partners, LLC added to a holding in iShares National Muni Bond by 32.28%. The purchase prices were between $108.82 and $111.36, with an estimated average price of $109.64. The stock is now traded at around $111.88. The impact to a portfolio due to this purchase was 0.95%. The holding were 90,078 shares as of .
Added: iShares Global Tech (IXN)Icon Wealth Partners, LLC added to a holding in iShares Global Tech by 25.61%. The purchase prices were between $137.15 and $173.39, with an estimated average price of $158.9. The stock is now traded at around $174.25. The impact to a portfolio due to this purchase was 0.5%. The holding were 36,586 shares as of .
Added: iShares Edge MSCI Min Vol USA (USMV)Icon Wealth Partners, LLC added to a holding in iShares Edge MSCI Min Vol USA by 35.51%. The purchase prices were between $51.18 and $58.8, with an estimated average price of $55.95. The stock is now traded at around $59.00. The impact to a portfolio due to this purchase was 0.42%. The holding were 71,006 shares as of .
Sold Out: Western Midstream Partners LP (WES)Icon Wealth Partners, LLC sold out a holding in Western Midstream Partners LP. The sale prices were between $42.23 and $51.27, with an estimated average price of $47.88.
Sold Out: TransMontaigne Partners LP (TLP)Icon Wealth Partners, LLC sold out a holding in TransMontaigne Partners LP. The sale prices were between $40.58 and $41.54, with an estimated average price of $41.04.
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