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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
MBBIshares Mbs Etf
Recent Activity
Increased 1.36%
1.09%
$13.05M
136,210 shares@ $95.81 avg price
BINCIshares Flexible Income Active Etf
Recent Activity
Increased 37.92%
0.78%
$9.316M
174,040 shares@ $53.53 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 1.63%
0.64%
$7.655M
38,764 shares@ $197.49 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 3.94%
0.61%
$7.256M
15,764 shares@ $460.28 avg price
WTTRSelect Water Solutions Inc Cl A Com
Recent Activity
Increased 82.66%
0.59%
$7.007M
629,569 shares@ $11.14 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Increased 7.4%
0.58%
$6.868M
32,571 shares@ $210.87 avg price
ORCLOracle Corp Com
Recent Activity
Increased 162%
0.55%
$6.503M
38,165 shares@ $170.41 avg price
KMIKinder Morgan Inc Del Com
Recent Activity
Increased 12.82%
0.54%
$6.467M
292,779 shares@ $22.1 avg price
HDHome Depot Inc Com
Recent Activity
Increased 4.64%
0.53%
$6.318M
15,592 shares@ $405.21 avg price
OKEOneok Inc New Com
Recent Activity
Increased 7.11%
0.51%
$6.036M
66,234 shares@ $91.14 avg price