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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
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -1.14%
0.9%
$10.719M
18,333 shares@ $584.69 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -13.67%
0.89%
$10.66M
63,758 shares@ $167.2 avg price
AVGOBroadcom Inc Com
Recent Activity
Decreased -1.29%
0.72%
$8.53M
49,451 shares@ $172.51 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -1.52%
0.71%
$8.524M
31,001 shares@ $274.95 avg price
LLYEli Lilly & Co Com
Recent Activity
Decreased -1.29%
0.71%
$8.506M
9,601 shares@ $885.98 avg price
ESGUIshares Esg Aware Msci Usa Etf
Recent Activity
Decreased -1.04%
0.66%
$7.846M
62,178 shares@ $126.19 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -0.51%
0.59%
$6.996M
42,184 shares@ $165.86 avg price
IEMGIshares Core Msci Emerging Markets Etf
Recent Activity
Decreased -41.96%
0.56%
$6.722M
117,084 shares@ $57.41 avg price
MAMastercard Incorporated Cl A
Recent Activity
Decreased -2.24%
0.53%
$6.339M
12,837 shares@ $493.82 avg price
NOWServicenow Inc Com
Recent Activity
Decreased -0.1%
0.52%
$6.205M
6,938 shares@ $894.4 avg price