StockDriftsStockDriftsTop 50 Icon Wealth Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 14.07% | 288.4K | $123.9M | +28.19%(+63.44K) | — | 2023-09-30 | |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 6.77% | 194.0K | $59.6M | -4.10%(-8.30K) | — | 2023-09-30 | |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 4.21% | 846.7K | $37.0M | -2.60%(-22.58K) | — | 2023-09-30 | |
| EFV | ISHARES MSCI EAFE VALUE ETF | 3.33% | 599.9K | $29.4M | +33.40%(+150.20K) | — | 2023-09-30 | |
| EFG | ISHARES MSCI EAFE GROWTH ETF | 2.89% | 294.3K | $25.4M | -13.01%(-44.03K) | — | 2023-09-30 | |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 2.67% | 229.1K | $23.5M | +0.22%(+513) | — | 2023-09-30 | |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2.42% | 161.9K | $21.3M | -24.27%(-51.89K) | — | 2023-09-30 | |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 2.3% | 215.2K | $20.2M | -20.01%(-53.81K) | — | 2023-09-30 | |
| CVX | CHEVRON CORP NEW COM | 2.27% | 118.7K | $20.0M | -2.11%(-2.56K) | — | 2023-09-30 | |
| XOM | EXXON MOBIL CORP COM | 1.93% | 144.3K | $17.0M | -1.35%(-1.97K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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