Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ICON WEALTH PARTNERS LLC | 05-11-2023 | 03-31-2023 | 421 | 918,744,623 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC COM | Stock | 451 | $140,279 | 613 | 0.00 | 613 | +Inf | 03-31-2023 | |
| COCA-COLA EUROPACIFIC PARTNERS SHS | Stock | 452 | $140,253 | 2,370 | 0.00 | 2,370 | +Inf | 03-31-2023 | |
| ENERGY SELECT SECTOR SPDR FUND | ETF | 453 | $139,437 | 1,683 | 0.00 | 1,683 | +Inf | 03-31-2023 | |
| UNITED AIRLS HLDGS INC COM | Stock | 454 | $139,255 | 3,147 | 0.00 | 3,147 | +Inf | 03-31-2023 |
