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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Icon Wealth Advisors, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001963212-23-000002

Total Value
$870.2M
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200192,521$74.0M8.50%
2ACCENTURE PLC IRELANDACN210,832$56.3M6.47%
3ISHARES TR46435G425534,909$45.3M5.21%
4ISHARES TR46434V613567,955$25.5M2.93%
5CHEVRON CORP NEWCVX134,294$24.1M2.77%
6ISHARES TR464288877479,720$22.0M2.53%
7EXXON MOBIL CORPXOM180,813$19.9M2.29%
8MICROSOFT CORPMSFT82,856$19.9M2.28%
9ISHARES TR464288414180,650$19.1M2.19%
10ISHARES TR464288885199,680$16.7M1.92%
11ISHARES INC464286533231,219$12.3M1.41%
12SPDR S&P 500 ETF TRSPY28,808$11.0M1.27%
13AMAZON COM INCAMZN129,451$10.9M1.25%
14ENTERPRISE PRODS PARTNERS L293792107437,060$10.5M1.21%
15APPLE INCAAPL78,835$10.2M1.18%
16ISHARES TR46428858899,238$9.2M1.06%
17ABBVIE INCABBV53,953$8.7M1.00%
18ALPHABET INCGOOG93,936$8.3M0.96%
19MERCK & CO INCMRK74,320$8.2M0.95%
20ABBOTT LABSABLZF72,463$8.0M0.91%
21UNITEDHEALTH GROUP INCUNH14,606$7.7M0.89%
22PEPSICO INCPEP42,014$7.6M0.87%
23BROADCOM INCAVGO13,392$7.5M0.86%
24PROCTER AND GAMBLE CO74271810946,388$7.0M0.81%
25KINDER MORGAN INC DELEP-PC377,876$6.8M0.79%
26MONDELEZ INTL INC60920710597,017$6.5M0.74%
27HOME DEPOT INCHD20,386$6.4M0.74%
28ISHARES TR46429B69787,882$6.3M0.73%
29STARBUCKS CORPSBUX63,400$6.3M0.72%
30AIR PRODS & CHEMS INCAIIR20,049$6.2M0.71%
31NETFLIX INCNFLX20,664$6.1M0.70%
32TRUIST FINL CORP89832Q109141,381$6.1M0.70%
33ISHARES TR46429B267252,806$5.7M0.66%
34NEXTERA ENERGY INCNEE-PW68,329$5.7M0.66%
35UNITED PARCEL SERVICE INCUPS32,531$5.7M0.65%
36PNC FINL SVCS GROUP INC69347510535,707$5.6M0.65%
37ISHARES TR46428772173,295$5.5M0.63%
38BANK AMERICA CORP060505104164,530$5.4M0.63%
39ISHARES TR46428815852,168$5.4M0.63%
40VISA INCV26,006$5.4M0.62%
41BLACKROCK INCBLK7,477$5.3M0.61%
42ISHARES TR46428780455,565$5.3M0.60%
43LILLY ELI & COLLY14,270$5.2M0.60%
44TEXAS INSTRS INC88250810431,021$5.1M0.59%
45ISHARES TR46434V407123,555$5.1M0.58%
46MCDONALDS CORPMCD19,068$5.0M0.58%
47CISCO SYS INCCSCO104,811$5.0M0.57%
48MASTERCARD INCORPORATEDMA14,005$4.9M0.56%
49MANAGED PORTFOLIO SERIES56167N720182,596$4.5M0.52%
50EATON CORP PLCETN28,484$4.5M0.51%
51ISHARES TR46432F39629,926$4.4M0.50%
52MARSH & MCLENNAN COS INC57174810226,236$4.3M0.50%
53ISHARES TR46428865339,103$4.2M0.49%
54AUTOMATIC DATA PROCESSING INADP17,592$4.2M0.48%
55SEMPRASREA26,849$4.1M0.48%
56BERKSHIRE HATHAWAY INC DELBRK-A13,341$4.1M0.47%
57AUTODESK INCADSK21,689$4.1M0.47%
58LOCKHEED MARTIN CORPLMT8,305$4.0M0.46%
59WILLIAMS COS INC969457100119,914$3.9M0.45%
60REALTY INCOME CORPO61,541$3.9M0.45%
61CROWN CASTLE INCCCI27,936$3.8M0.44%
62PROLOGIS INC.PLDGP32,783$3.7M0.42%
63QUALCOMM INCQCOM33,104$3.6M0.42%
64US BANCORP DELUSB-PS82,472$3.6M0.41%
65MAGELLAN MIDSTREAM PRTNRS LP55908010668,363$3.4M0.39%
66THERMO FISHER SCIENTIFIC INCTMO6,188$3.4M0.39%
67ADOBE SYSTEMS INCORPORATEDADBE10,060$3.4M0.39%
68374WATER INCSCWO1,146,612$3.3M0.38%
69ISHARES TR46432F84249,502$3.1M0.35%
70ISHARES TR46428761413,979$3.0M0.34%
71MEDTRONIC PLCMDT38,448$3.0M0.34%
72KEURIG DR PEPPER INCKDP81,874$2.9M0.34%
73EOG RES INCEOG21,821$2.8M0.32%
74ISHARES TR46428743227,832$2.8M0.32%
75FIRST TR VALUE LINE DIVID IN33734H10668,971$2.8M0.32%
76FORUM ENERGY TECHNOLOGIES INFET91,758$2.7M0.31%
77GARTNER INCIT7,919$2.7M0.31%
78ALPHABET INCGOOG30,062$2.7M0.30%
79SERVICENOW INCNOW6,749$2.6M0.30%
80ILLINOIS TOOL WKS INC45230810911,762$2.6M0.30%
81PAYCHEX INCPAYX22,079$2.6M0.29%
82SALESFORCE INCCRM19,184$2.5M0.29%
83ISHARES TR46428759816,189$2.5M0.28%
84ISHARES TR46435G10235,236$2.4M0.28%
85NIKE INCNKE20,851$2.4M0.28%
86JOHNSON & JOHNSONJNJ13,626$2.4M0.28%
87ZOETIS INCZTS15,648$2.3M0.26%
88ISHARES U S ETF TR46431W85380,193$2.3M0.26%
89VERIZON COMMUNICATIONS INCVZ55,980$2.2M0.25%
90WEC ENERGY GROUP INCWEC23,519$2.2M0.25%
91CORNING INCGLW68,401$2.2M0.25%
92SIMON PPTY GROUP INC NEW82880610918,219$2.1M0.25%
93ENERGY TRANSFER L PET-PI173,367$2.1M0.24%
94JPMORGAN CHASE & COVYLD15,318$2.1M0.24%
95HONEYWELL INTL INC4385161069,451$2.0M0.23%
96ISHARES TR46435U71354,283$2.0M0.23%
97PHILLIPS 66PSX18,597$1.9M0.22%
98ISHARES TR46428779641,545$1.9M0.22%
99FIRST TR EXCH TRADED FD III33739E108114,616$1.9M0.22%
100VANGUARD STAR FDS92190976836,948$1.9M0.22%
101AIRBNB INCABNB22,216$1.9M0.22%
102ISHARES INC46434G86360,338$1.8M0.21%
103ILLUMINA INCILMN8,423$1.7M0.20%
104ISHARES TR46428724216,044$1.7M0.19%
105EVERSOURCE ENERGYES20,013$1.7M0.19%
106NVIDIA CORPORATIONNVDA11,395$1.7M0.19%
107INTERNATIONAL BUSINESS MACHSINTR11,805$1.7M0.19%
108VANGUARD BD INDEX FDS92193783522,895$1.6M0.19%
109ISHARES TR4642877625,752$1.6M0.19%
110PAYPAL HLDGS INCPYPL22,830$1.6M0.19%
111FIDELITY NATL INFORMATION SV31620M10623,560$1.6M0.18%
112PLAINS ALL AMERN PIPELINE L726503105135,878$1.6M0.18%
113PHILIP MORRIS INTL INC71817210915,696$1.6M0.18%
114ISHARES TR46432F38817,398$1.6M0.18%
115FIRST TR EXCHNG TRADED FD VI33740F86245,651$1.6M0.18%
116ISHARES TR46434V62129,314$1.5M0.17%
117ISHARES TR46428746520,871$1.4M0.16%
118INTEL CORPINTC51,098$1.4M0.16%
119FIRST TR EXCHANGE-TRADED FD33738R50630,102$1.3M0.15%
120TARGA RES CORPTRGP17,275$1.3M0.15%
121ONEOK INC NEWOKE18,623$1.2M0.14%
122HEICO CORP NEWHEI-A7,673$1.2M0.14%
123ORACLE CORPORCL-PD14,411$1.2M0.14%
124CONOCOPHILLIPSCOP9,940$1.2M0.13%
125ISHARES TR46428715013,787$1.2M0.13%
126AMERICAN TOWER CORP NEW03027X1005,510$1.2M0.13%
127WALMART INCWMT8,171$1.2M0.13%
128COSTAR GROUP INCCSGP14,429$1.1M0.13%
129FASTENAL COFAST22,446$1.1M0.12%
130VANGUARD INDEX FDS9229087695,344$1.0M0.12%
131DISNEY WALT CO25468710611,678$1.0M0.12%
132FIVE BELOW INCFIVE5,653$999,8460.11%
133AMERICAN EXPRESS COAXP6,669$985,3520.11%
134PFIZER INCPFE19,192$983,3980.11%
135GLOBANT S AGLOB5,823$979,1960.11%
136RITCHIE BROS AUCTIONEERS76774410516,722$967,0490.11%
137RAYTHEON TECHNOLOGIES CORPRTX9,489$957,6300.11%
138NOVO-NORDISK A SNONOF6,958$941,6960.11%
139DOCUSIGN INCDOCU16,581$918,9190.11%
140PIMCO DYNAMIC INCOME FD72201Y10149,674$917,9760.11%
141VANGUARD INDEX FDS9229087364,266$909,1270.10%
142PAYLOCITY HLDG CORPPCTY4,658$904,8630.10%
143ALIGN TECHNOLOGY INCALGN4,234$892,9510.10%
144FIRST TR MORNINGSTAR DIVID L33691710924,112$881,5240.10%
145TYLER TECHNOLOGIES INCTYL2,707$872,7640.10%
146BIO-TECHNE CORPTECH10,433$864,6590.10%
147FIRST TR EXCHANGE-TRADED FD33738D10132,389$864,4730.10%
148ISHARES TR4642875493,065$858,2000.10%
149VERTEX PHARMACEUTICALS INCVRTX2,970$857,6770.10%
150ISHARES TR46435G47434,784$856,0320.10%
151EARTHSTONE ENERGY INC27032D30460,000$853,8000.10%
152PAYCOM SOFTWARE INCPAYC2,730$847,1460.10%
153LOWES COS INC5486611074,246$845,9730.10%
154ISHARES TR4642871767,890$839,7900.10%
155ISHARES TR4642876554,649$810,6650.09%
156LINDE PLCLIN2,445$797,5100.09%
157ROLLINS INCROL21,729$793,9950.09%
158COSTCO WHSL CORP NEW22160K1051,734$791,5290.09%
159VANGUARD INTL EQUITY INDEX F92204285819,965$778,2360.09%
160ISHARES INC46434G10316,488$769,9970.09%
161GRAND CANYON ED INCLOPE7,070$747,0160.09%
162FIRST TR EXCHNG TRADED FD VI33740F67223,645$740,3400.09%
163META PLATFORMS INCMETA5,962$717,4670.08%
164TE CONNECTIVITY LTDTEL6,177$709,1670.08%
165ENBRIDGE INCENNPF17,717$692,7190.08%
166WEST PHARMACEUTICAL SVSC INC9553061052,894$681,1160.08%
167GODADDY INCGDDY8,818$659,7630.08%
168FIRST TR INTER DURATN PFD &33718W10338,938$656,8840.08%
169DIAGEO PLCDGEAF3,682$656,0960.08%
170CVS HEALTH CORPCVS6,956$648,2550.07%
171SELECT SECTOR SPDR TR81369Y7046,500$638,4110.07%
172ISHARES TR46428729114,236$638,2080.07%
173COCA COLA COKO10,023$637,5390.07%
174VERISK ANALYTICS INCVRSK3,518$620,7310.07%
175VANGUARD INDEX FDS9229087444,393$616,7060.07%
176ISHARES TR4642874406,377$610,7890.07%
177BOEING COBA-PA3,173$604,4250.07%
178EXPONENT INCEXPO5,929$587,5030.07%
179ENSIGN GROUP INCENSG6,055$572,8840.07%
180SELECT SECTOR SPDR TR81369Y8034,576$569,4370.07%
181WORKIVA INCWK6,494$545,3010.06%
182WESTROCK COWEST15,506$545,1910.06%
183ALARM COM HLDGS INCALRM10,935$541,0640.06%
184STELLAR BANCORP INCSTEL18,335$540,1610.06%
185SPDR SER TR78464A8706,444$534,8680.06%
186DBX ETF TR23305120016,452$530,2480.06%
187AMGEN INCAMGN2,016$529,4670.06%
188ANSYS INC03662Q1052,185$527,8740.06%
189TC ENERGY CORPTRPRF13,220$526,9320.06%
190ISHARES TR46428868717,207$525,3380.06%
191COMCAST CORP NEWCCZ14,949$522,7800.06%
192DENBURY INC24790A1016,000$522,1200.06%
193S&P GLOBAL INCSPGI1,551$519,5030.06%
194SPDR SER TR78464A7634,050$506,6960.06%
195SELECT ENERGY SVCS INCWTTR52,676$486,7260.06%
196CANADIAN PAC RY LTD13645T1006,518$486,1780.06%
197ISHARES TR46432F8348,121$470,0460.05%
198BERKSHIRE HATHAWAY INC DELBRK-A1$468,7110.05%
199CHARLES RIV LABS INTL INC1598641072,111$459,8780.05%
200VANGUARD SPECIALIZED FUNDS9219088443,022$458,8910.05%
201SCHLUMBERGER LTDSLB8,457$452,1110.05%
202NOVARTIS AGNVSEF4,875$442,2600.05%
203VANGUARD MUN BD FDS9229077468,901$440,5100.05%
204NORTHROP GRUMMAN CORPNOC807$440,3070.05%
205J P MORGAN EXCHANGE TRADED F46641Q2179,588$430,5010.05%
206FIRST TR EXCHNG TRADED FD VI33740F83913,064$426,8010.05%
207WATSCO INCWSO-B1,707$425,6620.05%
208HENRY JACK & ASSOC INC4262811012,421$425,1020.05%
209ISHARES TR46429B7474,367$423,4250.05%
210J P MORGAN EXCHANGE TRADED F46641Q2257,168$410,6550.05%
211BLACKLINE INCBL6,092$409,8090.05%
212NATIONAL INSTRS CORP63651810211,091$409,2730.05%
213MEDPACE HLDGS INCMEDP1,920$407,8270.05%
214TESLA INCTSLA3,263$401,9810.05%
215ISHARES TR4642886467,875$392,3140.05%
216NINE ENERGY SERVICE INCNINE26,730$388,3870.04%
217UNION PAC CORPUNP1,873$387,8420.04%
218ACCEL ENTERTAINMENT INCACEL50,090$385,6900.04%
219FIRST TR EXCH TRADED FD III33739N1087,685$385,0950.04%
220TOTALENERGIES SETTE6,190$384,2750.04%
221BLACKSTONE SECD LENDING FDBX16,743$374,2080.04%
222DTE ENERGY CODTK3,055$359,0540.04%
223BLACKROCK MUN TARGET TERM TRBLK16,825$358,2040.04%
224SELECT SECTOR SPDR TR81369Y2092,625$356,6060.04%
225UNILEVER PLCUNLYF7,043$354,6150.04%
226ISHARES TR4642873096,059$354,4520.04%
227ISHARES TR4642874814,234$353,9510.04%
228ISHARES TR4642874733,314$349,0630.04%
229VANGUARD ADMIRAL FDS INC9219327782,219$348,4940.04%
230BRITISH AMERN TOB PLC1104481078,684$347,1960.04%
231SELECT SECTOR SPDR TR81369Y60510,134$346,5730.04%
232DOLLAR GEN CORP NEW2566771051,392$342,8030.04%
233SPDR SER TR78468R7397,271$341,5920.04%
234ALTRIA GROUP INCMO7,442$340,1910.04%
235AMN HEALTHCARE SVCS INC0017441013,308$340,1290.04%
236ISHARES TR4642876302,447$339,3250.04%
237MAIN STR CAP CORP56035L1049,100$336,2450.04%
238BLOOM ENERGY CORPBE17,534$335,2500.04%
239INDEPENDENT BANK GROUP INCINDB5,496$330,2220.04%
240SHOPIFY INCSHOP9,495$329,5630.04%
241SPDR SER TR78468R7217,075$322,7620.04%
242ICON PLCICLR1,644$319,3470.04%
243J P MORGAN EXCHANGE TRADED F46641Q2336,482$317,2290.04%
244WHITE MTNS INS GROUP LTDG9618E107222$313,9810.04%
245SNOWFLAKE INCSNOW2,173$311,9120.04%
246MORGAN STANLEYMS-PQ3,665$311,5980.04%
247AT&T INCT-PC16,853$310,2640.04%
248ASML HOLDING N VASMLF566$309,2620.04%
249ISHARES TR4642886612,690$309,0540.04%
250BIOGEN INCBIIB1,113$308,2120.04%
251GUIDEWIRE SOFTWARE INCGWRE4,779$298,9740.03%
252VANGUARD INTL EQUITY INDEX F9220427755,914$296,5280.03%
253ZOOMINFO TECHNOLOGIES INCGTM9,827$295,8910.03%
254VANGUARD BD INDEX FDS9219378273,915$294,7210.03%
255JOHNSON CTLS INTL PLCG515021054,513$288,8190.03%
256FIRST TR LRGE CP CORE ALPHA33734K1093,600$288,2520.03%
257ORTHOPEDIATRICS CORPKIDS7,191$285,6980.03%
258CITIGROUP INCC-PR6,315$285,6260.03%
259BLACK STONE MINERALS L PBSMLP16,867$284,5500.03%
260THOMSON REUTERS CORP.TMSOF2,474$282,2090.03%
261COGNEX CORPCGNX5,947$280,1450.03%
262PIMCO ETF TR72201R8332,816$277,7980.03%
263WELLS FARGO CO NEW9497461016,712$277,1380.03%
264GILEAD SCIENCES INCGILD3,214$275,9220.03%
265L3HARRIS TECHNOLOGIES INCLHX1,322$275,2160.03%
2663M COMMM2,283$273,7770.03%
267ISHARES TR46432F3392,395$272,9340.03%
268VANGUARD TAX-MANAGED FDS9219438586,472$271,6300.03%
269SHELL PLCRYDAF4,625$263,3970.03%
270VANGUARD INDEX FDS9229085533,169$261,3980.03%
271ASPEN TECHNOLOGY INC29109X1061,272$261,2690.03%
272ISHARES TR4642874573,192$259,0950.03%
273BCE INCBCPPF5,871$258,0300.03%
274WESTERN MIDSTREAM PARTNERS LWES9,551$256,4440.03%
275PROGYNY INCPGNY8,228$256,3020.03%
276VANGUARD SCOTTSDALE FDS92206C7064,381$256,2010.03%
277STARWOOD PPTY TR INCSTHO13,600$249,2880.03%
278FLOOR & DECOR HLDGS INCFND3,574$248,8580.03%
279ALLSTATE CORPALL-PJ1,834$248,6900.03%
280CLEARBRIDGE MLP AND MIDSTRM1846922007,439$248,1650.03%
281REGENERON PHARMACEUTICALSREGN342$246,7500.03%
282AMERICAN ELEC PWR CO INC0255371012,592$246,1100.03%
283INSULET CORPPODD832$244,9320.03%
284DEERE & CODE571$244,8220.03%
285MONSTER BEVERAGE CORP NEWMNST2,324$235,9560.03%
286GLOBAL X FDS37954Y6738,870$234,9690.03%
287CROWDSTRIKE HLDGS INCCRWD2,188$230,3750.03%
288HUBSPOT INCHUBS793$229,2800.03%
289ISHARES TR4642874081,580$229,2110.03%
290GOLDMAN SACHS ETF TRNVGLF8,052$227,9520.03%
291RELX PLCRLXXF8,194$227,1380.03%
292ETSY INCETSY1,859$222,6570.03%
293ISHARES TR46435G5243,863$222,6250.03%
294SELECT SECTOR SPDR TR81369Y4071,710$220,8640.03%
295OAK STR HEALTH INC67181A10710,246$220,3910.03%
296ALCON AGALC3,197$219,1540.03%
297SANOFISNYNF4,475$216,7240.02%
298WOLFSPEED INCWOLF3,132$216,2330.02%
299SELECT SECTOR SPDR TR81369Y3082,893$215,6830.02%
300FREEPORT-MCMORAN INCFCX5,655$214,8900.02%
301SELECT SECTOR SPDR TR81369Y5062,443$213,7210.02%
302ACTIVISION BLIZZARD INC00507V1092,764$211,5840.02%
303CERTARA INCCERT13,164$211,5450.02%
304ISHARES TR464287648980$210,2300.02%
305AMEDISYS INC0234361082,515$210,1030.02%
306FIVE9 INCFIVN3,078$208,8730.02%
307ARK ETF TR00214Q1046,682$208,7320.02%
308SQUARESPACE INC85225A1079,234$204,7180.02%
309IQVIA HLDGS INCIQV997$204,2750.02%
310SUNCOR ENERGY INC NEWSU6,415$203,5410.02%
311AMCOR PLCAMCCF15,198$181,0080.02%
312HALEON PLCHLNCF22,113$176,9040.02%
313AKEBIA THERAPEUTICS INCAKBA300,600$173,4460.02%
314NUVEEN QUALITY MUNCP INCOMENU14,474$170,7930.02%
315GRID DYNAMICS HLDGS INCGDYN13,723$153,9720.02%
316NUVEEN AMT FREE QLTY MUN INCNU13,282$151,0170.02%
317SUMITOMO MITSUI FINL GROUP I86562M20918,294$146,7180.02%
318DEFINITIVE HEALTHCARE CORPDH12,915$141,9360.02%
319BLACKROCK ENHANCED EQUITY DIBLK14,730$132,7170.02%
320VODAFONE GROUP PLC NEW92857W30812,762$129,1510.01%
321RANI THERAPEUTICS HLDGS INCRANI12,757$75,2660.01%
322HECLA MNG CO42270410612,105$67,3040.01%
323BROADMARK RLTY CAP INC11135B10014,192$50,5240.01%
324DIRTT ENVIRONMENTAL SOLUTIONDRTTF72,500$38,4250.00%
325TILRAY BRANDS INCTLRY11,400$30,6660.00%
326CANOPY GROWTH CORPCGC10,600$24,4860.00%
327MSP RECOVERY INCMSPRZ590,000$14,8090.00%