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
+4.93%
+2.54%
612,819.6
 
QQQ 		INVESCO QQQ Trust
74,358
27,469.4
+0.39%
6.560
+0.03%
0.010
+8.71%
+3.81%
337,188.1
 
AAPL 		Apple Inc
99,528
19,305.4
+29.29%
4.610
+1.04%
0.000
-13.23%
-18.37%
3,045,713.6
Hardware
BRK.B 		Berkshire Hathaway Inc
44,274
15,097.4
+4.71%
3.600
+0.16%
0.000
-0.87%
+8.88%
1,064,764.2
Insurance
DIA 		SPDR Dow Jones Industrial Average ETF
34,600
11,897.2
+7.87%
2.840
+0.21%
0.040
+0.90%
+1.18%
38,851.0
 
ACWI 		iShares MSCI ACWI Index Fund
116,664
11,192.7
-3.89%
2.670
-0.11%
0.060
+5.95%
+7.03%
21,755.8
 
AMZN 		Amazon.com Inc
68,305
8,904.2
+9.53%
2.130
+0.19%
0.000
+6.41%
-2.65%
2,267,334.4
Retail - Cyclical
ARKK 		ARK Innovation ETF
166,881
7,366.1
+28.29%
1.760
+0.39%
0.090
+17.24%
+7.68%
5,523.6
 
GLD 		SPDR Gold Shares ETF
33,571
5,984.7
-0.94%
1.430
-0.01%
0.010
+13.77%
+26.04%
99,001.0
 
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
62,931
5,933.1
+14.76%
1.420
+0.18%
0.050
-1.72%
+1.57%
11,509.6
 

Intercontinental Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Intercontinental Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NFLX 		Netflix Inc2023-06-30Reduce
-2.08%
●
317.55 ($367.96) 445.27
$1,241.47
237.39%
Reduce -88.33%
3,119
-23,599
AAPL 		Apple Inc2023-06-30Add
+1.04%
●
160.1 ($174.1) 193.97
$203.92
17.13%
Add 29.29%
99,528
22,545
SPY 		S&P 500 ETF TRUST ETF2023-06-30Add
+0.63%
●
402.86 ($418.22) 443.28
$599.14
43.26%
Add 6.67%
95,724
5,982
TQQQ 		PROSHARES TRUST2023-06-30Add
+0.57%
●
25.12 ($31.93) 41.47
$74.19
132.35%
Add 133.02%
101,300
57,827
ARKK 		ARK Innovation ETF2023-06-30Add
+0.39%
●
34.76 ($39.76) 44.54
$61.13
53.75%
Add 28.29%
166,881
36,803
META 		Meta Platforms Inc2023-06-30Reduce
-0.32%
●
207.55 ($246.21) 288.73
$697.71
183.38%
Reduce -28.27%
15,016
-5,918
UPRO 		ProShares UltraPro S&P 500 ETF 3x Shares2023-06-30Add
+0.26%
●
36.69 ($40.68) 47.38
$83.53
105.33%
Add 89%
48,948
23,050
DIA 		SPDR Dow Jones Industrial Average ETF2023-06-30Add
+0.21%
●
327.01 ($335.43) 343.99
$428.38
27.71%
Add 7.87%
34,600
2,525
AMZN 		Amazon.com Inc2023-06-30Add
+0.19%
●
97.83 ($114.02) 130.36
$213.57
87.31%
Add 9.53%
68,305
5,942
MSFT 		Microsoft Corp2023-06-30Reduce
-0.18%
●
275.42 ($313.01) 348.1
$470.38
50.28%
Reduce -21.05%
9,060
-2,415

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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