Icon Wealth Partners, LLC Buys iShares Core S&P 500 ETF, iShares National Muni Bond ETF, iShares Core MSCI Emerging Markets ETF, Sells iShares J.P. Morgan USD Emerging Markets Bond ETF, Service Corp International, iShares Core S&P Small-Cap ETF

• New Purchases: WES, AM, AMCR,
• Added Positions: IVV, MUB, IEMG, ITOT, IEFA, FPE, MBB, USMV, IGLB, IJH, IGIB, SUB, MTUM, EPD, MSFT, CVX, XOM, AVGO, BIIB, ET, PYPL, SLB, T, IWF, INTC, JNJ, MRK, UNH, AAPL, NVS, KHC, CSCO, AMZN, AGN, VRTX, QCOM, ORCL, C, KO, COP, IONS, JPM, BABA, PSXP, BE, MPLX, EQM, PSX, V, FLR, ABEV, GSK, GOOGL, LNG, BP, NGG, NOV, NUE, PFE, PAA, TOT, UL, DIS, SMFG, QRTEA, AZN, BCE, VTI, DLB, FCX, INFY, NVDA, NBL, PEP, WDC,
• Reduced Positions: EMB, IJR, IXN, LQD, MO, BAC, APC, BPL, HON, IWN, VZ, ANDX, ENB, FB, CTR, CMCSA, BTI, TRGP, TEL, TWTR, TGE, PG, LLL, JCI, ENLC, COST, BRK.B, ADSK, IWS, VIG, VNQ, EFA, GOOG, NS, TCP, SBUX, SNY, NVO, F, AXP,
• Sold Out: SCI, 1WG, IVW, MDT, WFC, ABT, TSM, VOD, ADP, BA, CM, LLY, PB, RDS.B, SCZ, TIP, CTXS, DUK, MNST, NTES, NKE, OXY, RDS.A, 5711, AGG, MGK, SPY, VOO, ADBE, CERN, CHL, CCI, DCP, DE, D, EOG, EXPD, HSBC, MCD, REGN, VIV, TU, UBS, UPS, VTR, VEEV, PAGP, EEM, IVE, IWO, QQQ, VEU, BMO, BDX, BSX, CEO, CL, CREE, DISCA, HEI, KMB, NUAN, PNC, SEIC, SO, TRV, TMO, AWK, VET, DG, GM, PNR, DNOW, YUMC, GNTY, HYG, MDY, ABB, AAP, ASX, AMX, AEP, AMGN, ANSS, AON, BBT, BIDU, CSX, CAT, SNP, CLX, CSGP, CTSH, DEO, EPR, FDS, FAST, GD, WELL, HMC, IBM, ING, KSU, KB, MKSI, MS, NSC, TLK, PPL, BKNG, DGX, RTN, RBA, SAP, CRM, SJR, SNA, STE, SPH, TJX, USB, ULTI, UN, UTX, VAR, YPF, YUM, SHG, VRSK, SEMG, AMCX, NOW, PANW, MIE, CHGG, LSXMK, DBX, EWJ, 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, IP, LFUS, LYV, LYG, LMT, MFC, MDR, MCK, MPW, MBT, NATI, NDSN, OTEX, PHI, PEG, ROL, SHW, SPG, SU, TECH, TGP, TS, TYL, UNP, 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, DVY, 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, TSS, TM, TSCO, ACIW, RIG, TRN, TKC, URI, UNM, VIAB, WAB, WBA, WASH, WCN, WSO, 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, DOW, DXJ, FLOT, IWM, IWR, IXUS, IYY, KRE, SDY, SKYY, SPLV, VGT, VIS, VYM, XLF, AES, SRPT, ABMD, ATVI, AEIS, AMD, APD, ALXN, ALGN, ALL, APU, APH, APA, AJG, AZO, SAN, 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, 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, WIFI, MPC, FBHS, XYL, APTV, ALSN, WP, GLOG, COOP, RLGY, FANG, FWONA, ZTS, VOYA, IQV, DATA, AMH, SFM, RNG, CRTO, BURL, OMF, 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, SCHF, SCHV, SLV, SLY, SMH, SPIB, USIG, USO, VFH, VMBS, VTIP, VWOB, XLK, XLP, XLV, XLY,

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/portfolioportfolio

1. Accenture PLC (ACN) - 251,542 shares, 17.30% of the total portfolio. Shares added by 0.24%
2. iShares Core S&P 500 ETF (IVV) - 104,207 shares, 11.43% of the total portfolio. Shares added by 37.08%
3. iShares National Muni Bond ETF (MUB) - 153,642 shares, 6.47% of the total portfolio. Shares added by 70.57%
4. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 205,772 shares, 5.10% of the total portfolio. Shares added by 37.38%
5. iShares Core MSCI EAFE ETF (IEFA) - 210,844 shares, 4.82% of the total portfolio. Shares added by 32.42%

Icon Wealth Partners, LLC initiated holding in Western Midstream Partners LP. The purchase prices were between $28.26 and $34.93, with an estimated average price of $30.85. The stock is now traded at around $24.15. The impact to a portfolio due to this purchase was 0.27%. The holding were 23,722 shares as of .

Icon Wealth Partners, LLC initiated holding in Antero Midstream Corp. The purchase prices were between $11 and $14.31, with an estimated average price of $12.82. The stock is now traded at around $7.22. The impact to a portfolio due to this purchase was 0.06%. The holding were 14,519 shares as of .

Icon Wealth Partners, LLC initiated holding in Amcor PLC. The purchase prices were between $10.59 and $11.51, with an estimated average price of $11.1. The stock is now traded at around $10.44. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,949 shares as of .

Icon Wealth Partners, LLC added to a holding in iShares Core S&P 500 ETF by 37.08%. The purchase prices were between $274.69 and $296.02, with an estimated average price of $288.3. The stock is now traded at around $294.13. The impact to a portfolio due to this purchase was 3.09%. The holding were 104,207 shares as of .

Icon Wealth Partners, LLC added to a holding in iShares National Muni Bond ETF by 70.57%. The purchase prices were between $110.67 and $113.09, with an estimated average price of $111.96. The stock is now traded at around $114.78. The impact to a portfolio due to this purchase was 2.68%. The holding were 153,642 shares as of .

Icon Wealth Partners, LLC added to a holding in iShares Core MSCI Emerging Markets ETF by 109.60%. The purchase prices were between $47.61 and $53.18, with an estimated average price of $50.68. The stock is now traded at around $47.91. The impact to a portfolio due to this purchase was 1.69%. The holding were 168,777 shares as of .

Icon Wealth Partners, LLC added to a holding in iShares Core S&P Total U.S. Stock Market ETF by 37.38%. The purchase prices were between $62.13 and $66.91, with an estimated average price of $65.23. The stock is now traded at around $66.32. The impact to a portfolio due to this purchase was 1.39%. The holding were 205,772 shares as of .

Icon Wealth Partners, LLC added to a holding in iShares Core MSCI EAFE ETF by 32.42%. The purchase prices were between $58.22 and $61.5, with an estimated average price of $60.25. The stock is now traded at around $59.03. The impact to a portfolio due to this purchase was 1.18%. The holding were 210,844 shares as of .

Icon Wealth Partners, LLC added to a holding in First Trust Preferred Securities and Income ETF by 70.56%. The purchase prices were between $19.06 and $19.39, with an estimated average price of $19.22. The stock is now traded at around $19.58. The impact to a portfolio due to this purchase was 1.17%. The holding were 390,091 shares as of .

Icon Wealth Partners, LLC sold out a holding in Service Corp International. The sale prices were between $40.45 and $46.78, with an estimated average price of $43.14.

Icon Wealth Partners, LLC sold out a holding in Western Midstream Partners LP. The sale prices were between $24.96 and $30.52, with an estimated average price of $27.25.

Icon Wealth Partners, LLC sold out a holding in iShares S&P 500 Growth ETF. The sale prices were between $167.08 and $181.06, with an estimated average price of $175.29.

Icon Wealth Partners, LLC sold out a holding in Medtronic PLC. The sale prices were between $84.15 and $99.38, with an estimated average price of $91.22.

Icon Wealth Partners, LLC sold out a holding in Wells Fargo & Co. The sale prices were between $44.37 and $49.17, with an estimated average price of $46.77.

Icon Wealth Partners, LLC sold out a holding in Vodafone Group PLC. The sale prices were between $15.56 and $18.88, with an estimated average price of $17.2.