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Amy Ardeel

@Icon Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.201BTotal holdings479
Assets growth rate6.87%Assets growth rate (2-Q avg)5.65%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Icon Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 479 positions.

Assets under management

The assets under management (AUM) of Icon Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.201B in assets, with a quarterly growth rate of 6.87% and a 2-quarter average growth rate of 5.65%. The portfolio is managed by Amy Ardeel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LRCXLam Research Corp Com New
Recent Activity
New Position
0.16%
$1.809M
2,217 shares@ $816.08 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.14%
$1.635M
1,722 shares@ $949.51 avg price
IGMIshares Expanded Tech Sector Etf
Recent Activity
New Position
0.12%
$1.409M
14,688 shares@ $95.95 avg price
BENFranklin Resources Inc Com
Recent Activity
New Position
0.09%
$1.024M
50,800 shares@ $20.15 avg price
XLKTechnology Select Sector Spdr Fund
Recent Activity
New Position
0.08%
$857,662
3,799 shares@ $225.76 avg price
VGITVanguard Intermediate-term Treasury Etf
Recent Activity
New Position
0.07%
$779,176
12,896 shares@ $60.42 avg price
SWSmurfit Westrock Plc Shs
Recent Activity
New Position
0.07%
$766,307
15,506 shares@ $49.43 avg price
BBJPJpmorgan Betabuilders Japan Etf
Recent Activity
New Position
0.06%
$706,736
11,922 shares@ $59.28 avg price
EMOClearbridge Energy Midstrm Opp Com
Recent Activity
New Position
0.05%
$484,625
11,484 shares@ $42.21 avg price
BBEUJpmorgan Betabuilders Europe Etf
Recent Activity
New Position
0.04%
$427,465
6,857 shares@ $62.34 avg price