Top 50 Intercontinental Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 10.13% | 95.7K | $42.4M | +6.67%(+5.98K) | — | 2023-06-30 | |
| QQQ | INVESCO QQQ TR | 6.56% | 74.4K | $27.5M | +0.39%(+287) | — | 2023-06-30 | |
| AAPL | APPLE INC | 4.61% | 99.5K | $19.3M | +29.29%(+22.55K) | — | 2023-06-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.6% | 44.3K | $15.1M | +4.71%(+1.99K) | — | 2023-06-30 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 2.84% | 34.6K | $11.9M | +7.87%(+2.52K) | — | 2023-06-30 | |
| ACWI | ISHARES TR | 2.67% | 116.7K | $11.2M | -3.89%(-4.73K) | — | 2023-06-30 | |
| AMZN | AMAZON COM INC | 2.13% | 68.3K | $8.9M | +9.53%(+5.94K) | — | 2023-06-30 | |
| ARKK | ARK ETF TR | 1.76% | 166.9K | $7.4M | +28.29%(+36.80K) | — | 2023-06-30 | |
| GLD | SPDR GOLD TR | 1.43% | 33.6K | $6.0M | -0.94%(-318) | — | 2023-06-30 | |
| NOBL | PROSHARES TR | 1.42% | 62.9K | $5.9M | +14.76%(+8.10K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
Sign up free to track Intercontinental Wealth Advisors, Llc, compare funds side by side, and get alerts the moment positions change.