ICON WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HTBK | 15K | $149.28K |
 | SONY | 15K | $424.54K |
 | LLY | 15K | $11.11M |
 | TFC | 15K | $663.60K |
 | MNST | 14K | $962.80K |
 | MRK | 14K | $1.20M |
 | ETN | 14K | $5.33M |
 | ENB | 14K | $714.60K |
 | MUFG | 14K | $223.40K |
 | AZN | 14K | $1.07M |
 | CCCS | 14K | $126.37K |
 | ABNB | 14K | $1.68M |
 | MMC | 14K | $2.76M |
 | BN | 14K | $935.21K |
 | LYB | 14K | $668.43K |
 | ORLY | 13K | $1.43M |
 | PAYX | 13K | $1.65M |
 | TRV | 13K | $3.64M |
 | TRP | 12K | $672.65K |
 | TEM | 12K | $984.99K |
Heritage Commerce Corp
HTBK
Shares Held
15K
Value
$149.28K
Sony Group Corporation
SONY
Shares Held
15K
Value
$424.54K
Eli Lilly and Company
LLY
Shares Held
15K
Value
$11.11M
Truist Financial Corporation
TFC
Shares Held
15K
Value
$663.60K
Monster Beverage Corporation
MNST
Shares Held
14K
Value
$962.80K
Merck & Co., Inc.
MRK
Shares Held
14K
Value
$1.20M
Eaton Corporation plc
ETN
Shares Held
14K
Value
$5.33M
Enbridge Inc.
ENB
Shares Held
14K
Value
$714.60K
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
14K
Value
$223.40K
AstraZeneca PLC
AZN
Shares Held
14K
Value
$1.07M
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
14K
Value
$126.37K
Airbnb, Inc.
ABNB
Shares Held
14K
Value
$1.68M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
14K
Value
$2.76M
Brookfield Corporation
BN
Shares Held
14K
Value
$935.21K
LyondellBasell Industries N.V.
LYB
Shares Held
14K
Value
$668.43K
O'Reilly Automotive, Inc.
ORLY
Shares Held
13K
Value
$1.43M
Paychex, Inc.
PAYX
Shares Held
13K
Value
$1.65M
The Travelers Companies, Inc.
TRV
Shares Held
13K
Value
$3.64M
TC Energy Corporation
TRP
Shares Held
12K
Value
$672.65K
Tempus AI, Inc.
TEM
Shares Held
12K
Value
$984.99K