Icon Wealth Partners 13F annual report
Icon Wealth Partners is an investment fund managing more than $919 billion ran by Amy Ardeel. There are currently 421 companies in Mrs. Ardeel’s portfolio. The largest investments include Ishares Core Sp 500 Etf and Accenture Plc Ireland Shs Class A, together worth $141 billion.
Limited to 30 biggest holdings
$919 billion Assets Under Management (AUM)
As of 4th May 2023, Icon Wealth Partners’s top holding is 198,508 shares of Ishares Core Sp 500 Etf currently worth over $81.6 billion and making up 8.9% of the portfolio value.
In addition, the fund holds 208,908 shares of Accenture Plc Ireland Shs Class A worth $59.7 billion.
The third-largest holding is iShares Core Total USD Bond Market ETF worth $34.1 billion and the next is Ishares Esg Aware Msci Usa Etf worth $29.1 billion, with 321,755 shares owned.
Currently, Icon Wealth Partners's portfolio is worth at least $919 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Icon Wealth Partners
The Icon Wealth Partners office and employees reside in Houston, Texas. According to the last 13-F report filed with the SEC, Amy Ardeel serves as the CCO at Icon Wealth Partners.
Recent trades
In the most recent 13F filing, Icon Wealth Partners revealed that it had opened a new position in
Ishares U.s. Technology Etf and bought 123,490 shares worth $11.5 billion.
The investment fund also strengthened its position in Accenture Plc Ireland Shs Class A by buying
942 additional shares.
This makes their stake in Accenture Plc Ireland Shs Class A total 208,908 shares worth $59.7 billion.
On the other hand, there are companies that Icon Wealth Partners is getting rid of from its portfolio.
Icon Wealth Partners closed its position in Ishares Msci Emerging Markets Min Vol Factor Etf on 11th May 2023.
It sold the previously owned 145,579 shares for $8.07 million.
Amy Ardeel also disclosed a decreased stake in Ishares Core Sp 500 Etf by approximately 0.1%.
This leaves the value of the investment at $81.6 billion and 198,508 shares.
One of the largest hedge funds
The two most similar investment funds to Icon Wealth Partners are Sound Income Strategies and Cyndeo Wealth Partners. They manage $919 billion and $918 billion respectively.
Amy Ardeel investment strategy
Icon Wealth Partners’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 5.8% of
the total portfolio value.
The fund focuses on investments in the United States as
22.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
18% of the total holdings value.
On the other hand, small-cap stocks make up only 3.6% of the portfolio.
The average market cap of the portfolio companies is close to $92.3 billion.
The complete list of Icon Wealth Partners trades based on 13F SEC filings
These positions were updated on May 11th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Core Sp 500 Etf |
2.79%
198,508
|
$81,602,629,000 | 8.88% |
| Accenture Plc Ireland Shs Class A |
0.45%
208,908
|
$59,708,043,000 | 6.50% |
| iShares Core Total USD Bond Market ETF |
57.41%
738,853
|
$34,098,058,000 | 3.71% |
| Ishares Esg Aware Msci Usa Etf |
44.42%
321,755
|
$29,102,784,000 | 3.17% |
| Ishares Msci Eafe Growth Etf |
86.04%
293,397
|
$27,485,472,000 | 2.99% |
| Ishares Msci Usa Quality Factor Etf |
7,751.15%
188,035
|
$23,328,564,000 | 2.54% |
| Ishares National Muni Bond Etf |
6.40%
213,918
|
$23,047,578,000 | 2.51% |
| Microsoft Corp Com |
14.00%
72,864
|
$21,006,764,000 | 2.29% |
| Chevron Corp New Com |
0.60%
127,640
|
$20,825,724,000 | 2.27% |
| Ishares Msci Eafe Value Etf |
14.45%
410,613
|
$19,927,039,000 | 2.17% |
| Exxon Mobil Corp Com |
4.28%
149,974
|
$16,446,148,000 | 1.79% |
| Amazon.com Inc. |
21.15%
146,645
|
$15,146,981,000 | 1.65% |
| Enterprise Prods Partners L P Com |
18.50%
541,160
|
$14,016,054,000 | 1.53% |
| iShares MBS ETF |
819.87%
140,685
|
$13,327,084,000 | 1.45% |
| Apple Inc |
3.92%
78,070
|
$12,873,669,000 | 1.40% |
| Ishares Core Msci Emerging Markets Etf |
1,467.82%
258,502
|
$12,612,320,000 | 1.37% |
| Ishares U.s. Technology Etf |
Opened
123,490
|
$11,461,094,000 | 1.25% |
| Spdr Sp 500 Etf Trust |
138.28%
27,345
|
$11,194,770,000 | 1.22% |
| Ishares U.s. Treasury Bond Etf |
20.36%
460,577
|
$10,768,295,000 | 1.17% |
| Ishares Msci Usa Min Vol Factor Etf |
67.71%
118,098
|
$8,590,424,000 | 0.94% |
| Unitedhealth Group Inc |
12.54%
16,235
|
$7,672,425,000 | 0.84% |
| Abbvie Inc |
7.01%
47,106
|
$7,507,236,000 | 0.82% |
| Broadcom Inc. |
15.58%
11,467
|
$7,356,737,000 | 0.80% |
| Alphabet Inc Cap Stk Cl C |
1,500.56%
68,920
|
$7,167,680,000 | 0.78% |
| Merck Co Inc Com |
14.75%
62,805
|
$6,681,800,000 | 0.73% |
| Abbott Labs Com |
7.51%
65,922
|
$6,675,296,000 | 0.73% |
| Netflix Inc. |
38.32%
18,832
|
$6,506,205,000 | 0.71% |
| Pepsico Inc Com |
9.90%
35,576
|
$6,485,464,000 | 0.71% |
| Procter And Gamble Co Com |
9.20%
40,534
|
$6,027,014,000 | 0.66% |
| Kinder Morgan Inc Del Com |
0.76%
333,427
|
$5,838,299,000 | 0.64% |
| Mondelez International Inc. |
11.98%
83,525
|
$5,823,397,000 | 0.63% |
| Visa Inc |
26.87%
25,088
|
$5,656,380,000 | 0.62% |
| United Parcel Service, Inc. |
34.62%
29,061
|
$5,637,503,000 | 0.61% |
| Salesforce Inc |
9.33%
27,402
|
$5,474,372,000 | 0.60% |
| 374water Inc Com |
Opened
1,146,612
|
$5,412,009,000 | 0.59% |
| Home Depot, Inc. |
9.65%
17,843
|
$5,265,700,000 | 0.57% |
| Starbucks Corp Com |
1.97%
48,921
|
$5,094,135,000 | 0.55% |
| Mcdonalds Corp Com |
3.10%
17,997
|
$5,032,204,000 | 0.55% |
| Cisco Sys Inc Com |
23.50%
94,501
|
$4,940,027,000 | 0.54% |
| Texas Instrs Inc Com |
12.88%
26,334
|
$4,898,468,000 | 0.53% |
| Air Prods Chems Inc Com |
9.52%
16,955
|
$4,869,602,000 | 0.53% |
| Ishares Esg Aware Msci Em Etf |
15.09%
153,539
|
$4,833,419,000 | 0.53% |
| Mastercard Incorporated |
31.89%
13,217
|
$4,803,366,000 | 0.52% |
| ServiceNow Inc |
34.59%
10,307
|
$4,789,869,000 | 0.52% |
| Verizon Communications Inc |
1,593.74%
117,986
|
$4,588,485,000 | 0.50% |
| Bank America Corp Com |
7.46%
159,063
|
$4,549,189,000 | 0.50% |
| Tortoise North American Pipeline Fund |
0.92%
185,598
|
$4,513,733,000 | 0.49% |
| NextEra Energy Inc |
12.72%
57,346
|
$4,420,220,000 | 0.48% |
| Truist Finl Corp Com |
12.32%
127,255
|
$4,339,393,000 | 0.47% |
| Autodesk Inc. |
6.40%
20,531
|
$4,273,733,000 | 0.47% |
| Eaton Corp Plc Shs |
0.97%
24,391
|
$4,179,117,000 | 0.45% |
| Lilly Eli Co Com |
14.33%
12,111
|
$4,159,285,000 | 0.45% |
| Adobe Systems Incorporated Com |
30.59%
10,775
|
$4,152,362,000 | 0.45% |
| Berkshire Hathaway Inc Del Cl B New |
4.87%
13,171
|
$4,066,810,000 | 0.44% |
| Ishares 10-20 Year Treasury Bond Etf |
19.24%
34,175
|
$3,914,403,000 | 0.43% |
| Ishares Short-term National Muni Bond Etf |
1.60%
37,320
|
$3,906,693,000 | 0.43% |
| Magellan Midstream Prtnrs Lp Com Unit Rp Lp |
1.39%
71,732
|
$3,892,161,000 | 0.42% |
| Prologis Inc. Com |
24.06%
31,176
|
$3,889,848,000 | 0.42% |
| Pnc Finl Svcs Group Inc Com |
1.56%
30,382
|
$3,861,563,000 | 0.42% |
| Airbnb, Inc. |
6.04%
30,675
|
$3,815,970,000 | 0.42% |
| Lockheed Martin Corp Com |
5.17%
7,754
|
$3,665,740,000 | 0.40% |
| Marsh Mclennan Cos Inc Com |
15.44%
21,815
|
$3,633,247,000 | 0.40% |
| Sempra Com |
14.78%
22,656
|
$3,424,698,000 | 0.37% |
| Thermo Fisher Scientific Inc. |
884.31%
5,896
|
$3,398,455,000 | 0.37% |
| Ishares 20 Year Treasury Bond Etf |
75.81%
31,874
|
$3,390,464,000 | 0.37% |
| Realty Income Corp Com |
13.17%
51,810
|
$3,280,589,000 | 0.36% |
| Automatic Data Processing Inc. |
16.91%
14,331
|
$3,190,423,000 | 0.35% |
| Williams Cos Inc |
62.23%
104,996
|
$3,135,195,000 | 0.34% |
| Alphabet Inc Cap Stk Cl A |
2,054.64%
29,971
|
$3,108,892,000 | 0.34% |
| Crown Castle Inc |
15.06%
22,831
|
$3,055,736,000 | 0.33% |
| Ishares Russell 1000 Growth Etf |
12.76%
12,479
|
$3,048,957,000 | 0.33% |
| Qualcomm, Inc. |
28.44%
22,708
|
$2,897,118,000 | 0.32% |
| Illumina Inc |
79.01%
12,377
|
$2,878,271,000 | 0.31% |
| First Trust Value Line Dividend Index Fund |
3.39%
68,309
|
$2,743,295,000 | 0.30% |
| Nvidia Corporation Com |
3.81%
9,556
|
$2,654,240,000 | 0.29% |
| First Trust Preferred Securities Income Etf |
42.17%
161,632
|
$2,579,649,000 | 0.28% |
| Us Bancorp Del Com New |
56.52%
71,016
|
$2,560,117,000 | 0.28% |
| Ishares Jp Morgan Usd Emerging Markets Bond Etf |
438.23%
28,822
|
$2,486,784,000 | 0.27% |
| Eog Res Inc Com |
0.36%
21,663
|
$2,483,230,000 | 0.27% |
| Nike, Inc. |
5.33%
20,163
|
$2,472,814,000 | 0.27% |
| Keurig Dr Pepper Inc |
8.45%
69,162
|
$2,440,031,000 | 0.27% |
| Zoetis Inc |
5.28%
14,574
|
$2,425,769,000 | 0.26% |
| Illinois Tool Wks Inc Com |
14.89%
9,875
|
$2,403,953,000 | 0.26% |
| Paypal Hldgs Inc Com |
4.05%
31,474
|
$2,390,136,000 | 0.26% |
| Gartner, Inc. |
7.86%
7,256
|
$2,363,787,000 | 0.26% |
| Forum Energy Technologies Inc |
179.70%
91,758
|
$2,333,406,000 | 0.25% |
| Medtronic Plc Shs |
30.79%
28,044
|
$2,260,921,000 | 0.25% |
| Blackrock Inc. |
52.94%
3,354
|
$2,243,905,000 | 0.24% |
| Ishares Russell 1000 Value Etf |
10.24%
14,482
|
$2,205,058,000 | 0.24% |
| Paychex Inc. |
15.25%
18,431
|
$2,112,004,000 | 0.23% |
| Travelers Companies Inc. |
Opened
12,321
|
$2,111,888,000 | 0.23% |
| Corning, Inc. |
4.77%
59,089
|
$2,084,644,000 | 0.23% |
| Ishares U.s. Infrastructure Etf |
23.78%
55,257
|
$2,062,195,000 | 0.22% |
| Raytheon Technologies Corp Com |
Opened
20,877
|
$2,044,471,000 | 0.22% |
| Energy Transfer L P Com Ut Ltd Ptn |
4.69%
163,580
|
$2,039,837,000 | 0.22% |
| Fs Kkr Cap Corp Com |
Opened
109,500
|
$2,025,750,000 | 0.22% |
| Jpmorgan Chase Co Com |
51.59%
15,188
|
$1,979,115,000 | 0.22% |
| Vanguard Total International Stock Etf |
Opened
35,826
|
$1,977,953,000 | 0.22% |
| Ishares Msci Usa Momentum Factor Etf |
Opened
13,789
|
$1,917,190,000 | 0.21% |
| Ishares Iboxx $ Investment Grade Corporate Bond Etf |
135.57%
17,187
|
$1,883,873,000 | 0.21% |
| WEC Energy Group Inc |
15.52%
19,702
|
$1,867,566,000 | 0.20% |
| Align Technology, Inc. |
34.90%
5,114
|
$1,708,792,000 | 0.19% |
| Vanguard Total Bond Market Etf |
747.42%
22,872
|
$1,688,640,000 | 0.18% |
| Ishares Core Dividend Growth Etf |
16.00%
33,446
|
$1,671,984,000 | 0.18% |
| Johnson Johnson Com |
19.52%
10,619
|
$1,645,979,000 | 0.18% |
| Intel Corp Com |
7.46%
50,371
|
$1,645,610,000 | 0.18% |
| Ft Cboe Vest U.s. Equity Buffer Etf - August |
Opened
44,879
|
$1,637,075,000 | 0.18% |
| Plains All Amern Pipeline L P Unit Ltd Partn |
9.60%
126,214
|
$1,573,884,000 | 0.17% |
| Ishares U.s. Healthcare Etf |
Opened
5,720
|
$1,561,784,000 | 0.17% |
| Phillips 66 Com |
16.57%
15,377
|
$1,558,937,000 | 0.17% |
| Simon Ppty Group Inc New Com |
47.17%
13,845
|
$1,550,169,000 | 0.17% |
| Honeywell Intl Inc Com |
16.14%
7,693
|
$1,470,286,000 | 0.16% |
| Ishares Core Sp Small Cap Etf |
33.60%
14,048
|
$1,358,451,000 | 0.15% |
| Eversource Energy Com |
7.00%
17,082
|
$1,336,827,000 | 0.15% |
| First Trust Rising Dividend Achievers ETF |
7.73%
29,672
|
$1,331,371,000 | 0.14% |
| Meta Platforms Inc |
81.30%
6,273
|
$1,329,500,000 | 0.14% |
| Oracle Corp Com |
0.43%
14,192
|
$1,318,730,000 | 0.14% |
| Ishares Core Msci Eafe Etf |
60.13%
19,540
|
$1,306,231,000 | 0.14% |
| Earthstone Energy Inc |
Opened
100,000
|
$1,301,000,000 | 0.14% |
| DocuSign Inc |
12.17%
22,297
|
$1,299,915,000 | 0.14% |
| Ishares Core Sp Total U.s. Stock Market Etf |
0.01%
13,787
|
$1,248,412,000 | 0.14% |
| Philip Morris Intl Inc Com |
18.53%
12,724
|
$1,237,413,000 | 0.13% |
| Heico Corp New Com |
12.57%
7,184
|
$1,228,766,000 | 0.13% |
| West Pharmaceutical Svsc Inc Com |
2.68%
3,481
|
$1,206,068,000 | 0.13% |
| Disney Walt Co Com |
9.63%
11,973
|
$1,198,856,000 | 0.13% |
| Walmart Inc |
41.98%
7,961
|
$1,173,788,000 | 0.13% |
| Ansys Inc. |
14.42%
3,524
|
$1,172,787,000 | 0.13% |
| Fastenal Co Com |
11.72%
21,500
|
$1,159,708,000 | 0.13% |
| Oneok Inc New Com |
2.51%
17,756
|
$1,128,216,000 | 0.12% |
| Novo-nordisk A S Adr |
6.02%
7,000
|
$1,113,980,000 | 0.12% |
| American Express Co Com |
0.42%
6,667
|
$1,099,729,000 | 0.12% |
| Vanguard Total Stock Market Etf |
57.14%
5,344
|
$1,090,754,000 | 0.12% |
| Targa Res Corp Com |
15.77%
14,875
|
$1,085,166,000 | 0.12% |
| Five Below Inc |
33.73%
5,184
|
$1,067,748,000 | 0.12% |
| Vanguard Growth Etf |
No change
4,266
|
$1,064,111,000 | 0.12% |
| Blackstone Secd Lending Fd Common Stock |
Opened
42,501
|
$1,059,557,000 | 0.12% |
| Ishares Expanded Tech Sector Etf |
No change
3,065
|
$1,040,016,000 | 0.11% |
| Tyler Technologies, Inc. |
8.67%
2,874
|
$1,019,235,000 | 0.11% |
| Conocophillips Com |
2.83%
9,868
|
$978,973,000 | 0.11% |
| iShares 7-10 Year Treasury Bond ETF |
Opened
9,842
|
$975,539,000 | 0.11% |
| Costar Group, Inc. |
11.86%
13,989
|
$963,143,000 | 0.10% |
| Globant S A Com |
12.72%
5,701
|
$935,021,000 | 0.10% |
| iShares Fallen Angels USD Bond ETF |
71.61%
35,911
|
$907,470,000 | 0.10% |
| Grand Canyon Ed Inc Com |
12.66%
7,951
|
$905,619,000 | 0.10% |
| International Business Machs Com |
38.73%
6,830
|
$895,367,000 | 0.10% |
| Vertex Pharmaceuticals, Inc. |
12.39%
2,785
|
$877,470,000 | 0.10% |
| Ritchie Bros Auctioneers Com |
23.84%
15,550
|
$875,302,000 | 0.10% |
| Paylocity Hldg Corp Com |
13.53%
4,353
|
$865,289,000 | 0.09% |
| First Trust North American Energy Infrastructure Fund |
0.32%
32,428
|
$863,556,000 | 0.09% |
| First Trust Morningstar Dividend Leaders Index Fund |
0.61%
24,153
|
$857,449,000 | 0.09% |
| Costco Whsl Corp New Com |
4.12%
1,718
|
$853,577,000 | 0.09% |
| Tesla Inc |
534.48%
4,048
|
$839,873,000 | 0.09% |
| Pimco Dynamic Income Fd Shs |
26.06%
46,424
|
$836,560,000 | 0.09% |
| Workiva Inc |
15.88%
8,161
|
$835,768,000 | 0.09% |
| Lowes Cos Inc Com |
6.36%
4,154
|
$830,675,000 | 0.09% |
| Linde Plc Shs |
Opened
2,262
|
$804,016,000 | 0.09% |
| Bio-techne Corp Com |
242.41%
10,803
|
$801,509,000 | 0.09% |
| Paycom Software Inc |
11.40%
2,597
|
$789,514,000 | 0.09% |
| Ft Cboe Vest U.s. Equity Deep Buffer Etf - October |
Opened
23,645
|
$776,238,000 | 0.08% |
| Ishares Global Tech Etf |
79.84%
14,246
|
$774,417,000 | 0.08% |
| Pfizer Inc. |
13.98%
18,979
|
$774,343,000 | 0.08% |
| Rollins, Inc. |
13.04%
20,116
|
$754,952,000 | 0.08% |
| Jpmorgan Betabuilders Europe Etf |
Opened
13,078
|
$698,104,000 | 0.08% |
| Enbridge Inc |
0.25%
18,210
|
$694,696,000 | 0.08% |
| Industrial Select Sector Spdr Fund |
44.99%
6,597
|
$667,468,000 | 0.07% |
| iShares Short Treasury Bond ETF |
Opened
6,016
|
$664,768,000 | 0.07% |
| Boeing Co Com |
29.62%
3,094
|
$657,258,000 | 0.07% |
| Coca Cola Co Com |
37.56%
10,596
|
$657,246,000 | 0.07% |
| Godaddy Inc |
11.14%
8,440
|
$655,957,000 | 0.07% |
| Charles Riv Labs Intl Inc Com |
5.17%
3,235
|
$652,787,000 | 0.07% |
| Diageo Plc Spon Adr New |
9.92%
3,578
|
$648,262,000 | 0.07% |
| Verisk Analytics Inc |
13.57%
3,326
|
$638,178,000 | 0.07% |
| Floor Decor Hldgs Inc Cl A |
62.51%
6,364
|
$625,072,000 | 0.07% |
| Vanguard Ftse Emerging Markets Etf |
40.11%
15,404
|
$622,322,000 | 0.07% |
| Technology Select Sector Spdr Fund |
Opened
4,101
|
$619,292,000 | 0.07% |
| First Tr Inter Duratn Pfd In Com |
11.49%
38,938
|
$614,442,000 | 0.07% |
| Te Connectivity Ltd Shs |
31.47%
4,643
|
$608,983,000 | 0.07% |
| Vanguard Value Etf |
0.83%
4,399
|
$607,557,000 | 0.07% |
| Xtrackers Msci Eafe Hedged Equity Etf |
No change
16,452
|
$579,110,000 | 0.06% |
| Exponent Inc. |
13.40%
5,560
|
$554,244,000 | 0.06% |
| Comcast Corp New Cl A |
76.00%
14,463
|
$548,307,000 | 0.06% |
| Ensign Group Inc |
11.68%
5,723
|
$546,789,000 | 0.06% |
| Sp Global Inc Com |
0.13%
1,533
|
$528,544,000 | 0.06% |
| Denbury Inc. |
45.45%
6,000
|
$525,780,000 | 0.06% |
| Tc Energy Corp Com |
2.31%
13,413
|
$521,883,000 | 0.06% |
| Alarm Com Hldgs Inc Com |
12.59%
10,320
|
$518,890,000 | 0.06% |
| Guidewire Software Inc |
16.23%
6,240
|
$511,992,000 | 0.06% |
| Watsco, Inc. |
12.46%
1,602
|
$509,537,000 | 0.06% |
| AMGEN Inc. |
49.21%
2,077
|
$502,110,000 | 0.05% |
| Jpmorgan Betabuilders Japan Etf |
Opened
10,319
|
$499,440,000 | 0.05% |
| Ishares International Dividend Growth Etf |
106.53%
8,228
|
$498,774,000 | 0.05% |
| Cognex Corp Com |
19.85%
9,979
|
$494,437,000 | 0.05% |
| Cvs Health Corp Com |
12.03%
6,634
|
$492,998,000 | 0.05% |
| Spdr Sp Biotech Etf |
36.79%
6,444
|
$491,112,000 | 0.05% |
| BlackLine Inc |
16.10%
7,200
|
$483,480,000 | 0.05% |
| Westrock Co Com |
Opened
15,506
|
$472,468,000 | 0.05% |
| Berkshire Hathaway Inc. |
No change
1
|
$465,600,000 | 0.05% |
| Vanguard Dividend Appreciation Etf |
No change
3,022
|
$465,418,000 | 0.05% |
| Shopify Inc |
3.85%
9,699
|
$464,958,000 | 0.05% |
| Sps Comm Inc Com |
Opened
2,998
|
$456,595,000 | 0.05% |
| Accel Entertainment Inc Com Cl A1 |
Opened
50,090
|
$456,317,000 | 0.05% |
| Ishares Msci Eafe Etf |
58.51%
6,372
|
$455,725,000 | 0.05% |
| National Instrs Corp Com |
28.64%
8,650
|
$453,360,000 | 0.05% |
| Stellar Bancorp Inc Com |
Opened
18,335
|
$451,234,000 | 0.05% |
| Ft Cboe Vest U.s. Equity Deep Buffer Etf - November |
Opened
13,064
|
$447,703,000 | 0.05% |
| Amedisys Inc. |
15.83%
5,981
|
$439,903,000 | 0.05% |
| Canadian Pacific Kansas City Com |
Opened
5,684
|
$437,327,000 | 0.05% |
| Asml Holding N V N Y Registry Shs |
35.89%
627
|
$426,805,000 | 0.05% |
| Jpmorgan Betabuilders Canada Etf |
Opened
7,168
|
$426,711,000 | 0.05% |
| Schlumberger Ltd Com Stk |
32.66%
8,498
|
$417,259,000 | 0.05% |
| Select Energy Svcs Inc Cl A Com |
264.62%
59,787
|
$416,118,000 | 0.05% |
| iShares Core MSCI Total International Stock ETF |
18.54%
6,619
|
$410,050,000 | 0.04% |
| Vanguard Tax-exempt Bond Etf |
Opened
8,087
|
$409,687,000 | 0.04% |
| Certara, Inc. |
14.26%
16,960
|
$408,906,000 | 0.04% |
| Unilever Plc Spon Adr New |
32.68%
7,677
|
$398,667,000 | 0.04% |
| Ishares Iboxx $ High Yield Corporate Bond Etf |
Opened
5,254
|
$396,940,000 | 0.04% |
| First Trust Managed Municipal ETF |
Opened
7,685
|
$391,441,000 | 0.04% |
| Progyny Inc |
40.01%
12,121
|
$389,327,000 | 0.04% |
| Northrop Grumman Corp Com |
15.03%
842
|
$388,768,000 | 0.04% |
| Financial Select Sector Spdr Fund |
Opened
12,071
|
$388,089,000 | 0.04% |
| Ishares Russell Mid-cap Growth Etf |
0.67%
4,234
|
$385,494,000 | 0.04% |
| Entegris Inc |
Opened
4,668
|
$382,830,000 | 0.04% |
| Sony Group Corporation Sponsored Adr |
Opened
4,208
|
$381,456,000 | 0.04% |
| Novartis Ag Sponsored Adr |
24.79%
4,119
|
$378,948,000 | 0.04% |
| Union Pac Corp Com |
5.27%
1,877
|
$377,765,000 | 0.04% |
| Squarespace, Inc. |
14.61%
11,804
|
$375,013,000 | 0.04% |
| Oak Str Health Inc Com |
12.31%
9,685
|
$374,616,000 | 0.04% |
| Ishares Preferred Income Securities Etf |
44.81%
11,891
|
$371,245,000 | 0.04% |
| Blackrock Mun Target Term Tr Com Shs Ben In |
No change
16,825
|
$365,439,000 | 0.04% |
| Main Str Cap Corp Com |
No change
9,100
|
$359,086,000 | 0.04% |
| Jpmorgan Betabuilders Developed Asia Pacific-ex Japan Etf |
Opened
7,296
|
$358,598,000 | 0.04% |
| Vanguard Sp Small-cap 600 Value Etf |
100.00%
4,438
|
$358,413,000 | 0.04% |
| Totalenergies Se Sponsored Ads |
12.95%
6,036
|
$356,426,000 | 0.04% |
| Ishares Russell Mid-cap Value Etf |
0.09%
3,314
|
$351,913,000 | 0.04% |
| HubSpot Inc |
1.24%
819
|
$351,146,000 | 0.04% |
| Att Inc Com |
13.03%
18,241
|
$351,139,000 | 0.04% |
| Spdr Sp Dividend Etf |
28.94%
2,834
|
$350,594,000 | 0.04% |
| Bloom Energy Corp Com Cl A |
12.48%
17,534
|
$349,453,000 | 0.04% |
| Schwab Charles Corp Com |
Opened
6,606
|
$346,009,000 | 0.04% |
| Spdr Nuveen Bloomberg Short Term Municipal Bond Etf |
No change
7,271
|
$345,736,000 | 0.04% |
| Health Care Select Sector Spdr Fund |
Opened
2,648
|
$342,810,000 | 0.04% |
| Medpace Hldgs Inc Com |
10.77%
1,797
|
$337,926,000 | 0.04% |
| Relx Plc Sponsored Adr |
Opened
10,373
|
$336,500,000 | 0.04% |
| Dte Energy Co Com |
No change
3,055
|
$334,645,000 | 0.04% |
| Henry Jack Assoc Inc Com |
12.64%
2,219
|
$334,488,000 | 0.04% |
| Spdr Nuveen Bloomberg Municipal Bond Etf |
1.12%
7,075
|
$331,252,000 | 0.04% |
| British Amern Tob Plc Sponsored Adr |
3.62%
9,344
|
$328,176,000 | 0.04% |
| Morgan Stanley Com New |
Opened
3,665
|
$321,787,000 | 0.04% |
| Crowdstrike Holdings Inc |
19.45%
2,321
|
$318,580,000 | 0.03% |
| Vanguard Ftse All-world Ex-us Index Fund |
52.24%
5,914
|
$316,222,000 | 0.03% |
| Kinsale Cap Group Inc Com |
Opened
1,046
|
$313,958,000 | 0.03% |
| Snowflake Inc. |
21.63%
2,013
|
$310,586,000 | 0.03% |
| White Mtns Ins Group Ltd Com |
68.91%
222
|
$305,803,000 | 0.03% |
| Sanofi Sponsored Adr |
9.80%
5,567
|
$302,956,000 | 0.03% |
| Starwood Ppty Tr Inc Com |
25.74%
17,100
|
$302,499,000 | 0.03% |
| Vanguard Short-term Bond Etf |
No change
3,915
|
$299,458,000 | 0.03% |
| Orthopediatrics Corp Com |
13.11%
6,755
|
$299,179,000 | 0.03% |
| Citigroup Inc Com New |
Opened
6,306
|
$295,702,000 | 0.03% |
| Dollar Gen Corp New Com |
61.12%
1,405
|
$295,610,000 | 0.03% |
| Vanguard Ftse Developed Markets Etf |
No change
6,472
|
$292,340,000 | 0.03% |
| Biogen Inc |
22.79%
1,047
|
$291,097,000 | 0.03% |
| iShares 1-3 Year Treasury Bond ETF |
Opened
3,542
|
$291,011,000 | 0.03% |
| First Trust Large Cap Core AlphaDEX Fund |
No change
3,600
|
$289,800,000 | 0.03% |
| Thomson Reuters Corp. Com New |
44.06%
2,158
|
$280,799,000 | 0.03% |
| Pimco Enhanced Short Maturity Active Etf |
No change
2,816
|
$279,488,000 | 0.03% |
| Regeneron Pharmaceuticals Com |
14.73%
330
|
$271,151,000 | 0.03% |
| Ishares Tips Bond Etf |
96.41%
2,435
|
$268,514,000 | 0.03% |
| Sap Se Spon Adr |
Opened
2,119
|
$268,159,000 | 0.03% |
| Western Midstream Partners Lp Com Unit Lp Int |
10.45%
10,127
|
$267,049,000 | 0.03% |
| Five9 Inc |
15.22%
3,682
|
$266,172,000 | 0.03% |
| Black Stone Minerals L P Com Unit |
No change
16,867
|
$264,646,000 | 0.03% |
| Bce Inc Com New |
0.39%
5,902
|
$264,351,000 | 0.03% |
| Vanguard Real Estate Etf |
No change
3,169
|
$263,173,000 | 0.03% |
| Rentokil Initial Plc Sponsored Adr |
Opened
7,194
|
$262,653,000 | 0.03% |
| Johnson Ctls Intl Plc Shs |
10.27%
4,316
|
$259,897,000 | 0.03% |
| Insulet Corp Com |
Opened
812
|
$258,996,000 | 0.03% |
| Independent Bank Group Inc |
1.69%
5,530
|
$256,319,000 | 0.03% |
| Interdigital Inc |
No change
3,500
|
$255,150,000 | 0.03% |
| Amn Healthcare Svcs Inc Com |
14.48%
3,070
|
$254,687,000 | 0.03% |
| Ishares 1-5 Year Investment Grade Corporate Bond Etf |
70.55%
5,018
|
$253,621,000 | 0.03% |
| Global X U.s. Infrastructure Development Etf |
Opened
8,916
|
$252,763,000 | 0.03% |
| Ishares Russell 2000 Value Etf |
29.72%
1,811
|
$248,143,000 | 0.03% |
| Neogen Corp Com |
17.46%
13,323
|
$246,742,000 | 0.03% |
| Monster Beverage Corp New Com |
75.96%
4,545
|
$245,475,000 | 0.03% |
| Consumer Discretionary Select Sector Spdr Fund |
Opened
1,640
|
$245,246,000 | 0.03% |
| Freshpet Inc |
13.89%
3,646
|
$241,329,000 | 0.03% |
| Wells Fargo Co New Com |
Opened
6,453
|
$241,213,000 | 0.03% |
| Ishares Russell 2000 Etf |
Opened
1,347
|
$240,258,000 | 0.03% |
| Goldman Sachs Activebeta Emerging Markets Equity Etf |
1.74%
8,067
|
$240,155,000 | 0.03% |
| American Elec Pwr Co Inc Com |
Opened
2,633
|
$239,577,000 | 0.03% |
| L3Harris Technologies Inc |
6.19%
1,213
|
$238,004,000 | 0.03% |
| Activision Blizzard Inc |
Opened
2,764
|
$236,571,000 | 0.03% |
| 3m Co Com |
0.40%
2,244
|
$235,867,000 | 0.03% |
| Grid Dynamics Holdings, Inc. |
26.66%
20,553
|
$235,537,000 | 0.03% |
| Mplx Lp Com Unit Rep Ltd |
Opened
6,831
|
$235,328,000 | 0.03% |
| National Grid Plc Sponsored Adr Ne |
Opened
3,431
|
$233,274,000 | 0.03% |
| Haleon Plc Spon Ads |
Opened
28,358
|
$230,834,000 | 0.03% |
| Zoominfo Technologies Inc Common Stock |
12.17%
9,240
|
$228,320,000 | 0.02% |
| Consumer Staples Select Sector Spdr Fund |
Opened
3,043
|
$227,353,000 | 0.02% |
| Vanguard Mega Cap Growth Etf |
11.19%
1,095
|
$224,000,000 | 0.02% |
| Alcon Ag Ord Shs |
32.00%
3,172
|
$223,753,000 | 0.02% |
| Altria Group Inc. |
25.55%
4,965
|
$221,535,000 | 0.02% |
| Freeport-McMoRan Inc |
Opened
5,407
|
$221,200,000 | 0.02% |
| Clearbridge Mlp And Midstrm Fd Com |
8.75%
6,788
|
$219,728,000 | 0.02% |
| Shell Plc Spon Ads |
Opened
3,773
|
$217,087,000 | 0.02% |
| Ishares Sp 500 Growth Etf |
Opened
3,375
|
$215,629,000 | 0.02% |
| Etsy Inc |
Opened
1,875
|
$208,730,000 | 0.02% |
| Gilead Sciences, Inc. |
Opened
2,497
|
$207,176,000 | 0.02% |
| Alibaba Group Hldg Ltd Sponsored Ads |
Opened
2,014
|
$205,791,000 | 0.02% |
| CME Group Inc |
3.50%
1,064
|
$203,777,000 | 0.02% |
| Deere Co Com |
Opened
492
|
$203,137,000 | 0.02% |
| Suncor Energy Inc New Com |
16.64%
6,539
|
$203,038,000 | 0.02% |
| Cheniere Energy Inc Com New |
20.91%
1,282
|
$202,043,000 | 0.02% |
| Wolfspeed Inc Com |
23.97%
3,108
|
$201,865,000 | 0.02% |
| Ishares Sp 500 Value Etf |
Opened
1,323
|
$200,778,000 | 0.02% |
| iShares MSCI EAFE Small-Cap ETF |
Opened
3,362
|
$200,071,000 | 0.02% |
| Iqvia Hldgs Inc Com |
Opened
997
|
$198,293,000 | 0.02% |
| Owl Rock Capital Corporation Com |
Opened
15,699
|
$197,959,000 | 0.02% |
| Icon Plc Shs |
63.88%
925
|
$197,571,000 | 0.02% |
| Applied Matls Inc Com |
Opened
1,600
|
$196,528,000 | 0.02% |
| Communication Services Select Sector Spdr Fund |
Opened
3,288
|
$190,605,000 | 0.02% |
| Ishares Global Energy Etf |
Opened
5,000
|
$188,800,000 | 0.02% |
| Seagate Technology Hldngs Plc Ord Shs |
27.65%
2,818
|
$186,305,000 | 0.02% |
| Lam Research Corp Com |
Opened
351
|
$186,072,000 | 0.02% |
| Amcor Plc Ord |
11.57%
16,316
|
$185,676,000 | 0.02% |
| Allstate Corp Com |
16.45%
1,641
|
$181,839,000 | 0.02% |
| Coca-cola Femsa Sab De Cv Sponsord Adr Rep |
Opened
2,242
|
$180,414,000 | 0.02% |
| Idexx Labs Inc Com |
Opened
359
|
$179,529,000 | 0.02% |
| Uber Technologies Inc |
Opened
5,620
|
$178,169,000 | 0.02% |
| Ishares Semiconductor Etf |
Opened
400
|
$177,868,000 | 0.02% |
| Ishares U.s. Energy Etf |
95.17%
4,021
|
$175,925,000 | 0.02% |
| Bhp Group Ltd Sponsored Ads |
Opened
2,758
|
$174,885,000 | 0.02% |
| Blackstone Inc |
Opened
1,990
|
$174,771,000 | 0.02% |
| Crh Plc Adr |
60.91%
3,415
|
$173,721,000 | 0.02% |
| Dolby Laboratories Inc |
Opened
2,013
|
$171,968,000 | 0.02% |
| Taiwan Semiconductor Mfg Ltd Sponsored Ads |
40.38%
1,838
|
$170,946,000 | 0.02% |
| American Wtr Wks Co Inc New Com |
Opened
1,160
|
$169,882,000 | 0.02% |
| Baker Hughes Company Cl A |
Opened
5,863
|
$169,206,000 | 0.02% |
| Iac Inc Com New |
16.88%
3,260
|
$168,216,000 | 0.02% |
| Ishares Broad Usd Investment Grade Corporate Bond Etf |
Opened
3,280
|
$166,167,000 | 0.02% |
| Ark Innovation Etf |
78.51%
3,995
|
$161,138,000 | 0.02% |
| Dcp Midstream Lp Com Ut Ltd Ptn |
Opened
3,806
|
$158,781,000 | 0.02% |
| Clearbridge Mlp And Midstrm Tr Com |
Opened
5,475
|
$158,228,000 | 0.02% |
| Ishares Core Sp Mid-cap Etf |
Opened
619
|
$154,849,000 | 0.02% |
| Becton Dickinson Co Com |
Opened
624
|
$154,465,000 | 0.02% |
| Kimberly-clark Corp Com |
Opened
1,149
|
$154,219,000 | 0.02% |
| Northern Oil And Gas Inc Mn Com |
Opened
5,000
|
$151,750,000 | 0.02% |
| Barrick Gold Corp Com |
Opened
8,150
|
$151,354,000 | 0.02% |
| Intercontinental Exchange Inc |
Opened
1,448
|
$151,025,000 | 0.02% |
| Dimensional U.s. Equity Etf |
Opened
3,390
|
$150,618,000 | 0.02% |
| Kornit Digital Ltd Shs |
15.38%
7,748
|
$150,001,000 | 0.02% |
| Duke Energy Corp New Com New |
Opened
1,553
|
$149,818,000 | 0.02% |
| Nine Energy Service Inc |
Opened
26,730
|
$148,619,000 | 0.02% |
| Caterpillar Inc. |
Opened
613
|
$140,279,000 | 0.02% |
| Coca-cola Europacific Partners Shs |
Opened
2,370
|
$140,253,000 | 0.02% |
| Energy Select Sector Spdr Fund |
Opened
1,683
|
$139,437,000 | 0.02% |
| United Airls Hldgs Inc Com |
Opened
3,147
|
$139,255,000 | 0.02% |
| Clearway Energy, Inc. |
Opened
4,414
|
$138,284,000 | 0.02% |
| Aon Plc Shs Cl A |
Opened
436
|
$137,515,000 | 0.01% |
| Schwab International Small-cap Equity Etf |
Opened
4,072
|
$137,267,000 | 0.01% |
| Advanced Micro Devices Inc. |
Opened
1,384
|
$135,646,000 | 0.01% |
| Vanguard Short-term Treasury Etf |
Opened
2,313
|
$135,403,000 | 0.01% |
| Ishares Msci Usa Value Factor Etf |
94.39%
1,449
|
$134,208,000 | 0.01% |
| Nice Ltd Sponsored Adr |
Opened
572
|
$130,925,000 | 0.01% |
| Pembina Pipeline Corp Com |
Opened
4,029
|
$130,540,000 | 0.01% |
| Alerian Mlp Etf |
Opened
3,349
|
$129,447,000 | 0.01% |
| Definitive Healthcare Corp Class A Com |
14.19%
12,512
|
$129,249,000 | 0.01% |
| Blackrock Enhanced Equity Divi Com |
Opened
15,007
|
$128,910,000 | 0.01% |
| Ishares Russell 2000 Growth Etf |
47.06%
567
|
$128,607,000 | 0.01% |
| Expeditors Intl Wash Inc Com |
Opened
1,139
|
$125,427,000 | 0.01% |
| Booking Holdings Inc |
Opened
47
|
$124,663,000 | 0.01% |
| Guaranty Bancshares Inc Tex Com |
Opened
4,443
|
$123,839,000 | 0.01% |
| Fortis Inc. |
Opened
2,905
|
$123,550,000 | 0.01% |
| Mckesson Corp Com |
Opened
346
|
$123,193,000 | 0.01% |
| Takeda Pharmaceutical Co Ltd Sponsored Ads |
Opened
7,410
|
$122,117,000 | 0.01% |
| Factset Resh Sys Inc Com |
Opened
293
|
$121,621,000 | 0.01% |
| Lauder Estee Cos Inc Cl A |
Opened
491
|
$121,012,000 | 0.01% |
| Coterra Energy Inc |
Opened
4,912
|
$120,544,000 | 0.01% |
| General Dynamics Corp Com |
Opened
520
|
$118,669,000 | 0.01% |
| iShares 3-7 Year Treasury Bond ETF |
Opened
999
|
$117,532,000 | 0.01% |
| Lyondellbasell Industries N V Shs - A - |
Opened
1,251
|
$117,459,000 | 0.01% |
| Vanguard Intermediate-term Treasury Etf |
Opened
1,950
|
$116,922,000 | 0.01% |
| Clorox Co Del Com |
Opened
733
|
$115,990,000 | 0.01% |
| Blackrock Short Maturity Municipal Bond Etf |
Opened
2,320
|
$115,907,000 | 0.01% |
| Solaredge Technologies Inc |
Opened
380
|
$115,501,000 | 0.01% |
| Telus Corporation Com |
Opened
5,770
|
$114,592,000 | 0.01% |
| Spdr Gold Shares |
Opened
623
|
$114,146,000 | 0.01% |
| Schwab Us Dividend Equity Etf |
Opened
1,549
|
$113,349,000 | 0.01% |
| Ingevity Corp Com |
Opened
1,582
|
$113,145,000 | 0.01% |
| Ishares Msci Usa Size Factor Etf |
Opened
947
|
$111,613,000 | 0.01% |
| Magnolia Oil Gas Corp Cl A |
Opened
5,067
|
$110,866,000 | 0.01% |
| Sk Telecom Ltd Sponsored Adr |
Opened
5,403
|
$110,816,000 | 0.01% |
| Stifel Finl Corp Com |
Opened
1,866
|
$110,262,000 | 0.01% |
| Ionis Pharmaceuticals Inc |
Opened
3,073
|
$109,829,000 | 0.01% |
| Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf |
94.20%
4,044
|
$109,309,000 | 0.01% |
| Royal Bk Cda Sustainabl Com |
Opened
1,139
|
$108,866,000 | 0.01% |
| Canadian Imperial Bk Comm Toro Com |
Opened
2,565
|
$108,807,000 | 0.01% |
| Bp Plc Sponsored Adr |
Opened
2,862
|
$108,584,000 | 0.01% |
| General Electric Co Com New |
Opened
1,120
|
$107,076,000 | 0.01% |
| Amphenol Corp. |
Opened
1,303
|
$106,481,000 | 0.01% |
| Block Inc |
Opened
1,546
|
$106,133,000 | 0.01% |
| Blackrock Health Sciences Term Com Shs |
Opened
6,255
|
$104,526,000 | 0.01% |
| Service Corp Intl Com |
Opened
1,513
|
$104,089,000 | 0.01% |
| Elevance Health Inc Com |
Opened
226
|
$103,917,000 | 0.01% |
| Spdr Sp Midcap 400 Etf Trust |
Opened
226
|
$103,601,000 | 0.01% |
| Dt Midstream Inc Common Stock |
Opened
2,078
|
$102,591,000 | 0.01% |
| Yum Brands Inc. |
Opened
773
|
$102,098,000 | 0.01% |
| Bank Montreal Que Com |
Opened
1,144
|
$101,942,000 | 0.01% |
| Booz Allen Hamilton Hldg Corp Cl A |
Opened
1,092
|
$101,217,000 | 0.01% |
| Southern Co Com |
Opened
1,452
|
$101,030,000 | 0.01% |
| Entergy Corp New Com |
Opened
934
|
$100,629,000 | 0.01% |
| Sumitomo Mitsui Finl Group Inc Sponsored Adr |
34.86%
12,463
|
$99,704,000 | 0.01% |
| Telefonica Brasil Sa New Adr |
Opened
10,589
|
$80,159,000 | 0.01% |
| Hecla Mng Co Com |
Opened
12,147
|
$76,891,000 | 0.01% |
| Broadmark Rlty Cap Inc Com |
Opened
14,192
|
$66,702,000 | 0.01% |
| Rani Therapeutics Hldgs Inc Com Cl A |
Opened
12,757
|
$65,826,000 | 0.01% |
| Avenue Therapeutics Inc |
Opened
39,992
|
$46,591,000 | 0.01% |
| Tilray Brands Inc |
Opened
11,400
|
$28,842,000 | 0.00% |
| Akebia Therapeutics Inc. |
87.50%
50,000
|
$28,020,000 | 0.00% |
| Canopy Growth Corp Com |
Opened
10,600
|
$18,550,000 | 0.00% |
| Msp Recovery Inc Wt Exp 052027 |
Opened
496,232
|
$9,875,000 | 0.00% |
| Ishares Msci Emerging Markets Min Vol Factor Etf |
Closed
145,579
|
$8,069,000 | |
| Ishares Core High Dividend Etf |
Closed
55,977
|
$5,622,000 | |
| Ishares Sp Small-cap 600 Value Etf |
Closed
45,264
|
$4,030,000 | |
| Ishares Convertible Bond Etf |
Closed
47,941
|
$3,325,000 | |
| American Tower Corp New Com |
Closed
11,414
|
$2,917,000 | |
| Fidelity Natl Information Svcs Com |
Closed
24,761
|
$2,270,000 | |
| Best Buy Co. Inc. |
Closed
26,730
|
$1,743,000 | |
| Ishares U.s. Medical Devices Etf |
Closed
34,186
|
$1,724,000 | |
| Intuitive Surgical Inc Com New |
Closed
8,285
|
$1,663,000 | |
| First Trust Global Tactical Commodity Strategy Fund |
Closed
49,584
|
$1,327,000 | |
| Linde Plc Shs |
Closed
3,309
|
$951,000 | |
| Avalara Inc |
Closed
8,911
|
$629,000 | |
| Canadian Pac Ry Ltd Com |
Closed
7,963
|
$556,000 | |
| Pegasystems Inc. |
Closed
8,977
|
$429,000 | |
| Healthcare Svcs Group Inc Com |
Closed
21,884
|
$381,000 | |
| Allegiance Bancshares Inc |
Closed
9,829
|
$371,000 | |
| Middleby Corp Com |
Closed
2,735
|
$343,000 | |
| Ishares Biotechnology Fund |
Closed
2,896
|
$341,000 | |
| Twitter Inc |
Closed
7,656
|
$286,000 | |
| Sprott Physical Gold Tr Unit |
Closed
18,617
|
$264,000 | |
| Cable One Inc |
Closed
197
|
$254,000 | |
| Aspen Technology Inc |
Closed
1,350
|
$248,000 | |
| Utilities Select Sector Spdr Fund |
Closed
3,187
|
$224,000 | |
| Vodafone Group Plc New Sponsored Adr |
Closed
12,388
|
$193,000 | |
| Warner Bros Discovery Inc Com Ser A |
Closed
10,279
|
$138,000 | |
| No transactions found | |||
| Showing first 500 out of 446 holdings | |||
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