IW

Intercontinental Wealth Advisors, LLC

13F
Intercontinental Wealth Advisors, LLC
Last update 2023-07-21 304 Stocks (10 new)
Value $419.00 Mil Turnover 6 %
Countries:
Top Holdings: SPY(10.13%)QQQ(6.56%)AAPL(4.61%)BRK.B(3.60%)DIA(2.84%)
Summary Stock Picks Current Portfolio
Intercontinental Wealth Adviso... Top Holdings of 2023-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
S&P 500 ETF TRUST ETF
95,724
42,432.4
+6.67%
10.130
+0.63%
0.010
+17.14%
+7.04%
641,384.0
 
QQQ
INVESCO QQQ Trust
74,358
27,469.4
+0.39%
6.560
+0.03%
0.010
+22.10%
+8.69%
355,935.0
 
AAPL
Apple Inc
99,528
19,305.4
+29.29%
4.610
+1.04%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
BRK.B
Berkshire Hathaway Inc
44,274
15,097.4
+4.71%
3.600
+0.16%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
34,600
11,897.2
+7.87%
2.840
+0.21%
0.040
+10.82%
+5.07%
38,454.0
 
ACWI
iShares MSCI ACWI Index Fund
116,664
11,192.7
-3.89%
2.670
-0.11%
0.060
+17.19%
+10.81%
22,351.9
 
AMZN
Amazon.com Inc
68,305
8,904.2
+9.53%
2.130
+0.19%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
ARKK
ARK Innovation ETF
166,881
7,366.1
+28.29%
1.760
+0.39%
0.090
+57.53%
+27.34%
5,636.5
 
GLD
SPDR Gold Shares ETF
33,571
5,984.7
-0.94%
1.430
-0.01%
0.010
+3.76%
+27.68%
102,976.0
 
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
62,931
5,933.1
+14.76%
1.420
+0.18%
0.050
+7.49%
+4.25%
11,599.7
 

Intercontinental Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Intercontinental Wealth Advisors, LLC Total Holding History ($B)

To

Intercontinental Wealth Advisors, LLC's Asset Allocation

To

Intercontinental Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Intercontinental Wealth Advisors, LLC's Hypothetical Growth since 2023-06-30

Intercontinental Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Intercontinental Wealth Advisors, LLC's Holdings Heat Map

Size field:

Intercontinental Wealth Advisors, LLC's Holdings Bubble Chart

Intercontinental Wealth Advisors, LLC News

  • 1

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