Icon Wealth Advisors, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, Icon Wealth Advisors, LLC maintained a portfolio of 540 distinct positions. They heavily accumulated shares in ISHARES CORE S&P 500, increasing their position by 2.6%. Conversely, Icon Wealth Advisors, LLC completely exited their position in SPOTIFY TECHNOLOGY S.
PCA Score Concentration Risk
Risk ENB
Total Positions
540
Quarter
2025 Q4
Top Holding
IVV (6.6%)
Top 10 Concentration
36.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 540
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
IVV
ISHARES CORE S&...
ETF 6.64% 6.44% #1
Prev: #1
4.7 3,724 2.6%
P
S
145,582 $99,715,365 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DYNF
ISHARES U.S. EQ...
ETF 4.24% 4.07% #2
Prev: #2
3.7 33,801 3.3%
P
S
1,046,787 $63,655,132 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVE
ISHARES S&P 500...
ETF 4.04% 2.85% #3 6
Prev: #9
3.7 82,017 40.3%
P
S
285,616 $60,570,634 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
ISHARES S&P 500...
ETF 3.55% 3.41% #4 1
Prev: #3
3.4 16,181 3.9%
P
S
432,426 $53,300,944 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES CORE MS...
ETF 3.32% 2.69% #5 5
Prev: #10
3.4 137,632 22.8%
P
S
740,585 $49,782,182 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACN
ACCENTURE PLC I...
Technology 3.16% 3.04% #6 1
Prev: #5
1.3 -5,471 -3.0%
P
S
176,551 $47,360,404 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP ...
Technology 2.96% 3.23% #7 3
Prev: #4
1.2 -803 -0.9%
P
S
91,304 $44,461,352 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EFV
ISHARES MSCI EA...
ETF 2.95% 3.01% #8 1
Prev: #7
1.2 -33,967 -5.2%
P
S
620,156 $44,285,398 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IUSB
ISHARES CORE TO...
ETF 2.86% 3.04% #9 3
Prev: #6
1.2 -37,398 -3.9%
P
S
921,668 $42,894,468 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
OEF
ISHARES S&P 100...
ETF 2.66% 2.54% #10 1
Prev: #11
3.1 3,613 3.2%
P
S
116,248 $39,869,636 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC COM
Technology 2.30% 2.06% #11 2
Prev: #13
2.9 7,855 6.6%
P
S
127,299 $34,576,330 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 2.23% 2.15% #12
Prev: #12
2.9 8,529 5.0%
P
S
178,619 $33,484,362 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QUAL
ISHARES MSCI US...
ETF 1.89% 3.00% #13 5
Prev: #8
0.9 -84,520 -37.2%
P
S
142,742 $28,351,577 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TLH
ISHARES 10-20 Y...
ETF 1.71% 1.72% #14
Prev: #14
2.7 5,566 2.3%
P
S
251,916 $25,612,334 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC ...
Consumer Cyclical 1.67% 1.58% #15 1
Prev: #16
2.7 1,672 1.6%
P
S
107,741 $25,016,242 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MUB
ISHARES NATIONA...
ETF 1.56% 1.61% #16 1
Prev: #15
0.6 -4,902 -2.2%
P
S
218,218 $23,373,358 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
THRO
ISHARES U.S. TH...
ETF 1.51% 1.44% #17
Prev: #17
2.6 26,058 4.6%
P
S
588,559 $22,694,837 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BAI
ISHARES A.I. IN...
ETF 1.37% 1.33% #18
Prev: #18
2.6 40,650 7.1%
P
S
616,023 $20,513,588 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 1.32% 1.20% #19 1
Prev: #20
2.5 8,527 5.4%
P
S
165,311 $19,863,487 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MTUM
ISHARES MSCI US...
ETF 1.28% 0.86% #20 7
Prev: #27
2.7 26,998 54.3%
P
S
76,724 $19,204,888 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CVX
CHEVRON CORPORA...
Energy 1.23% 1.29% #21 2
Prev: #19
0.5 -1,677 -1.4%
P
S
120,635 $18,403,998 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC CA...
Communication Services 1.17% 0.89% #22 3
Prev: #25
2.5 2,244 4.1%
P
S
56,417 $17,560,884 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
STATE STR SPDR ...
ETF 1.16% 1.18% #23 2
Prev: #21
0.5 -612 -2.3%
P
S
25,538 $17,415,378 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC CA...
Communication Services 1.07% 0.83% #24 5
Prev: #29
2.4 1,938 3.8%
P
S
52,327 $16,069,218 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC CO...
Technology 1.02% 1.01% #25 2
Prev: #23
0.4 -913 -2.0%
P
S
44,104 $15,325,491 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.00% 0.09%
Sold All 😨
(Was: #153)
0.3 -1,945 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
STIP
ISHARES 0-5 YEA...
ETF 0.00% 0.09%
Sold All 😨
(Was: #158)
0.3 -12,504 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA PLC...
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #173)
0.3 -13,885 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KDP
KEURIG DR PEPPE...
Consumer Defensive 0.00% 0.07%
Sold All 😨
(Was: #176)
0.3 -41,132 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSI
MOTOROLA SOLUTI...
Technology 0.00% 0.07%
Sold All 😨
(Was: #178)
0.3 -2,250 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
APD
AIR PRODS & CHE...
Basic Materials 0.00% 0.07%
Sold All 😨
(Was: #180)
0.3 -3,718 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TDG
TRANSDIGM GROUP...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #200)
0.3 -603 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COWZ
PACER US CASH C...
ETF 0.00% 0.03%
Sold All 😨
(Was: #284)
0.3 -6,708 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KMX
CARMAX INC COM
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #301)
0.3 -7,524 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DEO
DIAGEO PLC SPON...
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #312)
0.3 -3,158 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSCO
TRACTOR SUPPLY ...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #330)
0.3 -4,620 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OKLO
OKLO INC COM CL...
Utilities 0.00% 0.02%
Sold All 😨
(Was: #336)
0.3 -2,300 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CMA
COMERICA INC CO...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #342)
0.3 -3,575 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ROP
ROPER TECHNOLOG...
Technology 0.00% 0.02%
Sold All 😨
(Was: #343)
0.3 -490 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VST
VISTRA CORP COM
Utilities 0.00% 0.01%
Sold All 😨
(Was: #357)
0.3 -1,127 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HOOD
ROBINHOOD MKTS ...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #359)
0.3 -1,519 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BAM
BROOKFIELD ASSE...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #362)
0.3 -3,670 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TTWO
TAKE-TWO INTERA...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #363)
0.3 -792 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAT
DIMENSIONAL U.S...
ETF 0.00% 0.01%
Sold All 😨
(Was: #365)
0.3 -3,408 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IXC
ISHARES GLOBAL ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #366)
0.3 -4,747 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGSH
VANGUARD SHORT-...
ETF 0.00% 0.01%
Sold All 😨
(Was: #367)
0.3 -3,336 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CBRE
CBRE GROUP INC ...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #368)
0.3 -1,243 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMLP
ALERIAN MLP ETF
ETF 0.00% 0.01%
Sold All 😨
(Was: #370)
0.3 -4,138 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PDI
PIMCO DYNAMIC I...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #371)
0.3 -9,799 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALNY
ALNYLAM PHARMAC...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #373)
0.3 -422 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CEG
CONSTELLATION E...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #375)
0.3 -582 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NOG
NORTHERN OIL & ...
Energy 0.00% 0.01%
Sold All 😨
(Was: #376)
0.3 -7,648 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TKO
TKO GROUP HOLDI...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #377)
0.3 -934 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOOG
VANGUARD S&P 50...
ETF 0.00% 0.01%
Sold All 😨
(Was: #379)
0.3 -430 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BALI
ISHARES ADVANTA...
ETF 0.00% 0.01%
Sold All 😨
(Was: #380)
0.3 -5,890 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VYM
VANGUARD HIGH D...
ETF 0.00% 0.01%
Sold All 😨
(Was: #381)
0.3 -1,325 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BIDD
ISHARES INTERNA...
ETF 0.00% 0.01%
Sold All 😨
(Was: #382)
0.3 -6,656 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLP
CONSUMER STAPLE...
ETF 0.00% 0.01%
Sold All 😨
(Was: #383)
0.3 -2,366 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XLG
INVESCO S&P 500...
ETF 0.00% 0.01%
Sold All 😨
(Was: #384)
0.3 -3,216 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KNTK
KINETIK HOLDING...
Energy 0.00% 0.01%
Sold All 😨
(Was: #386)
0.3 -4,307 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LECO
LINCOLN ELEC HL...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #387)
0.3 -770 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ROK
ROCKWELL AUTOMA...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #388)
0.3 -510 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IDEV
ISHARES CORE MS...
ETF 0.00% 0.01%
Sold All 😨
(Was: #391)
0.3 -2,170 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLB
SLB LIMITED COM...
Energy 0.00% 0.01%
Sold All 😨
(Was: #392)
0.3 -5,055 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HUBS
HUBSPOT INC COM
Technology 0.00% 0.01%
Sold All 😨
(Was: #393)
0.3 -371 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
APH
AMPHENOL CORP N...
Technology 0.00% 0.01%
Sold All 😨
(Was: #394)
0.3 -1,397 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TYL
TYLER TECHNOLOG...
Technology 0.00% 0.01%
Sold All 😨
(Was: #395)
0.3 -327 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CMG
CHIPOTLE MEXICA...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #396)
0.3 -4,305 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AXON
AXON ENTERPRISE...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #397)
0.3 -235 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PODD
INSULET CORP CO...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #398)
0.3 -544 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RACE
FERRARI N V COM
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #400)
0.3 -345 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FITB
FIFTH THIRD BAN...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #401)
0.3 -3,736 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ICLR
ICON PLC SHS
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #402)
0.3 -950 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ENTG
ENTEGRIS INC CO...
Technology 0.00% 0.01%
Sold All 😨
(Was: #403)
0.3 -1,796 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PINS
PINTEREST INC C...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #404)
0.3 -5,137 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WCN
WASTE CONNECTIO...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #405)
0.3 -934 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IGV
ISHARES EXPANDE...
ETF 0.00% 0.01%
Sold All 😨
(Was: #406)
0.3 -1,418 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCS
DOXIMITY INC CL...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #407)
0.3 -2,207 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CHKP
CHECK POINT SOF...
Technology 0.00% 0.01%
Sold All 😨
(Was: #408)
0.3 -771 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HNI
HNI CORP COM
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #409)
0.3 -3,368 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HWM
HOWMET AEROSPAC...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #410)
0.3 -799 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HII
HUNTINGTON INGA...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #412)
0.3 -535 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SNY
SANOFI SA SPONS...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #413)
0.3 -3,234 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLDR
BUILDERS FIRSTS...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #414)
0.3 -1,255 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FBTC
FIDELITY WISE O...
ETF 0.00% 0.01%
Sold All 😨
(Was: #415)
0.3 -1,518 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TTE
TOTALENERGIES S...
Energy 0.00% 0.01%
Sold All 😨
(Was: #416)
0.3 -2,530 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUK
DUKE ENERGY COR...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #419)
0.3 -1,204 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GWW
GRAINGER W W IN...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #420)
0.3 -156 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LOPE
GRAND CANYON ED...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #421)
0.3 -676 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NGG
NATIONAL GRID P...
Utilities 0.00% 0.01%
Sold All 😨
(Was: #422)
0.3 -2,025 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CTAS
CINTAS CORP COM
Industrials 0.00% 0.01%
Sold All 😨
(Was: #423)
0.3 -714 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFUV
DIMENSIONAL US ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #424)
0.3 -3,275 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RCL
ROYAL CARIBBEAN...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #425)
0.3 -451 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PTC
PTC INC COM
Technology 0.00% 0.01%
Sold All 😨
(Was: #427)
0.3 -713 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WSO
WATSCO INC COM
Industrials 0.00% 0.01%
Sold All 😨
(Was: #428)
0.3 -357 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLS
CELESTICA INC C...
Technology 0.00% 0.01%
Sold All 😨
(Was: #429)
0.3 -584 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SDVY
FIRST TRUST SMI...
ETF 0.00% 0.01%
Sold All 😨
(Was: #430)
0.3 -3,775 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WAL
WESTERN ALLIANC...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #433)
0.3 -1,650 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CADE
CADENCE BANK CO...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #434)
0.3 -3,780 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MEDP
MEDPACE HLDGS I...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #435)
0.3 -275 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SMH
VANECK SEMICOND...
ETF 0.00% 0.01%
Sold All 😨
(Was: #436)
0.3 -428 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
STE
STERIS PLC SHS ...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #437)
0.3 -564 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ZION
ZIONS BANCORPOR...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #438)
0.3 -2,465 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KLAC
KLA CORP COM NE...
Technology 0.00% 0.01%
Sold All 😨
(Was: #439)
0.3 -129 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ESI
ELEMENT SOLUTIO...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #442)
0.3 -5,414 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RBA
RB GLOBAL INC C...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #444)
0.3 -1,251 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SIZE
ISHARES MSCI US...
ETF 0.00% 0.01%
Sold All 😨
(Was: #445)
0.3 -842 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DELL
DELL TECHNOLOGI...
Technology 0.00% 0.01%
Sold All 😨
(Was: #447)
0.3 -951 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TIP
ISHARES TIPS BO...
ETF 0.00% 0.01%
Sold All 😨
(Was: #448)
0.3 -1,209 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEB
FT VEST U.S. EQ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #449)
0.3 -2,842 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BHP
BHP GROUP LTD S...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #451)
0.3 -2,361 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VLO
VALERO ENERGY C...
Energy 0.00% 0.01%
Sold All 😨
(Was: #452)
0.3 -762 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MDIV
MULTI-ASSET DIV...
ETF 0.00% 0.01%
Sold All 😨
(Was: #454)
0.3 -8,042 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SUN
SUNOCO LP/SUNOC...
Energy 0.00% 0.01%
Sold All 😨
(Was: #455)
0.3 -2,574 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #456)
0.3 -8,065 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
APAM
ARTISAN PARTNER...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #457)
0.3 -2,945 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HEI
HEICO CORP NEW ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #458)
0.3 -394 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCU
DOCUSIGN INC CO...
Technology 0.00% 0.01%
Sold All 😨
(Was: #460)
0.3 -1,750 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MLPX
GLOBAL X MLP & ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #461)
0.3 -2,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HEGD
SWAN HEDGED EQU...
ETF 0.00% 0.01%
Sold All 😨
(Was: #462)
0.3 -5,016 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BTI
BRITISH AMERN T...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #463)
0.3 -2,339 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COHR
COHERENT CORP C...
Technology 0.00% 0.01%
Sold All 😨
(Was: #464)
0.3 -1,145 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DOC
HEALTHPEAK PROP...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #465)
0.3 -6,439 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BDX
BECTON DICKINSO...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #466)
0.3 -658 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
F
FORD MTR CO COM
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #467)
0.3 -10,213 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GSK
GSK PLC SPONSOR...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #468)
0.3 -2,828 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TCBI
TEXAS CAP BANCS...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #469)
0.3 -1,443 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHYS
SPROTT ASSET MA...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #471)
0.3 -4,100 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FCFS
FIRSTCASH HOLDI...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #472)
0.3 -764 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCI
SERVICE CORP IN...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #473)
0.3 -1,449 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
XSW
STATE STREET SP...
ETF 0.00% 0.01%
Sold All 😨
(Was: #474)
0.3 -604 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EQIX
EQUINIX INC COM
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #475)
0.3 -152 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BFST
BUSINESS FIRST ...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #476)
0.3 -5,035 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PB
PROSPERITY BANC...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #477)
0.3 -1,770 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ELF
E L F BEAUTY IN...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #478)
0.3 -875 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EWBC
EAST WEST BANCO...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #479)
0.3 -1,082 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VOT
VANGUARD MID-CA...
ETF 0.00% 0.01%
Sold All 😨
(Was: #480)
0.3 -391 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AIG
AMERICAN INTL G...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #481)
0.3 -1,462 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIV
DIMENSIONAL INT...
ETF 0.00% 0.01%
Sold All 😨
(Was: #482)
0.3 -2,465 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HUBB
HUBBELL INC COM
Industrials 0.00% 0.01%
Sold All 😨
(Was: #483)
0.3 -262 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WTFC
WINTRUST FINL C...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #484)
0.3 -851 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BABA
ALIBABA GROUP H...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #485)
0.3 -626 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FI
FISERV INC COM
Unknown 0.00% 0.01%
Sold All 😨
(Was: #486)
0.3 -864 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAH
BOOZ ALLEN HAMI...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #487)
0.3 -1,113 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ZLAB
ZAI LAB LTD ADR
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #488)
0.3 -3,229 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SIGI
SELECTIVE INS G...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #489)
0.3 -1,335 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FWONK
LIBERTY MEDIA C...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #490)
0.3 -1,034 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GJUL
FT VEST U.S. EQ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #491)
0.3 -2,646 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PCTY
PAYLOCITY HLDG ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #492)
0.3 -673 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
THG
HANOVER INS GRO...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #493)
0.3 -590 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TOST
TOAST INC CL A
Technology 0.00% 0.01%
Sold All 😨
(Was: #494)
0.3 -2,935 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VRSK
VERISK ANALYTIC...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #495)
0.3 -423 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BWXT
BWX TECHNOLOGIE...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #496)
0.3 -576 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NEA
NUVEEN AMT FREE...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #498)
0.3 -9,283 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VVV
VALVOLINE INC C...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #499)
0.3 -2,940 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD TOTAL ...
ETF 0.00% 0.01%
Sold All 😨
(Was: #500)
0.3 -1,403 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MLI
MUELLER INDS IN...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #501)
0.3 -1,031 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXP
EAGLE MATLS INC...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #502)
0.3 -445 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES RUSSELL...
ETF 0.00% 0.01%
Sold All 😨
(Was: #503)
0.3 -428 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DHI
D R HORTON INC ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #504)
0.3 -608 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CIEN
CIENA CORP COM ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #505)
0.3 -705 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVT
NVENT ELECTRIC ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #506)
0.3 -1,041 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NLY
ANNALY CAPITAL ...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #507)
0.3 -5,060 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GATX
GATX CORP COM
Industrials 0.00% 0.01%
Sold All 😨
(Was: #508)
0.3 -585 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RBRK
RUBRIK INC. CL ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #509)
0.3 -1,243 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DGX
QUEST DIAGNOSTI...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #510)
0.3 -536 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CCI
CROWN CASTLE IN...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #511)
0.3 -1,058 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FIX
COMFORT SYS USA...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #512)
0.3 -122 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
YUMC
YUM CHINA HLDGS...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #513)
0.3 -2,337 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OXY
OCCIDENTAL PETE...
Energy 0.00% 0.01%
Sold All 😨
(Was: #514)
0.3 -2,121 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EFX
EQUIFAX INC COM
Industrials 0.00% 0.01%
Sold All 😨
(Was: #515)
0.3 -390 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 540 holdings

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