Icon Wealth Advisors, LLC
Top Portfolio Positions
275 positions ·
$624,173,760 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ACN |
Accenture plc
Technology
|
171,316 | $33,970,249 | 5.44% | |
| MSFT |
Microsoft Corp
Technology
|
75,606 | $27,987,073 | 4.48% | |
| AAPL |
Apple Inc.
Technology
|
109,914 | $27,895,074 | 4.47% | |
| NVDA |
Nvidia Corp
Technology
|
157,670 | $27,497,648 | 4.41% | |
| XOM |
Exxon Mobil Corp
Energy
|
152,392 | $25,854,826 | 4.14% | |
| CVX |
Chevron Corp
Energy
|
115,548 | $23,906,881 | 3.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
87,343 | $18,190,926 | 2.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
26,653 | $17,333,512 | 2.78% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
402,511 | $15,231,016 | 2.44% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
52,949 | $15,226,014 | 2.44% |
Portfolio Trend
12 quarters · across all stocks
Holdings in LIEN
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,141 | 14,255 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $147,254 | 14,255 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $149,677 | 14,255 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||