Icon Wealth Advisors, LLC
ICON Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Houston, Texas. The firm manages approximately $1.9 billion in assets for high net worth individuals, individuals, charitable organizations, and corporations. With around 21-22 employees, it primarily serves US-based clients. ICON Wealth Advisors focuses on providing comprehensive wealth and investment management solutions tailored to clients' individual needs.
Investment Strategy
ICON Wealth Advisors, LLC offers discretionary investment management with a focus on portfolio diversification that includes equities, ETFs, and fixed income securities. The firm primarily serves high net worth and individual investors, utilizing a blend of active and passive investment strategies to construct customized portfolios. Their approach emphasizes broad diversification, risk management, and long-term growth based on each client's unique goals and risk tolerance.
Top Holdings
Equity Positions (508)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 6.34% | $89.0M | 143,323 | $477.63 | $620.90 | -$14.7M |
A ACN | ACCENTURE PLC IRELAND SHS CLASS A | 3.92% | $55.0M | 184,152 | $345.20 | $298.89 | -$1.4M |
I IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 3.78% | $53.1M | 1,148,897 | $46.04 | $46.23 | -$836.4K |
Q QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 3.42% | $48.0M | 262,416 | $155.90 | $182.82 | +$7.4M |
M MSFT | MICROSOFT CORP COM | 3.35% | $47.1M | 94,709 | $404.48 | $497.41 | +$16.1M |