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Intercontinental Wealth Advisors, Llc

Portfolio Manager
Intercontinental Wealth Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$418.87M
# of Holdings
304
Performance Rank
N/A
Allocation (Top 20)
N/A

Intercontinental Wealth Advisors, Llc Holdings Map

Top 50 Intercontinental Wealth Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
SPDR S&P 500 ETF TR
10.13%95.7K$42.4M
+6.67%(+5.98K)
2022-Q3: 81.1K shares2022-Q4: 91.7K shares2023-Q1: 89.7K shares2023-Q2: 95.7K shares2023-06-30
QQQ
INVESCO QQQ TR
6.56%74.4K$27.5M
+0.39%(+287)
2022-Q3: 80.1K shares2022-Q4: 68.7K shares2023-Q1: 74.1K shares2023-Q2: 74.4K shares2023-06-30
AAPL
APPLE INC
4.61%99.5K$19.3M
+29.29%(+22.55K)
2022-Q3: 80.9K shares2022-Q4: 82.4K shares2023-Q1: 77.0K shares2023-Q2: 99.5K shares2023-06-30
BRKB
BERKSHIRE HATHAWAY INC DEL
3.6%44.3K$15.1M
+4.71%(+1.99K)
2022-Q3: 49.5K shares2022-Q4: 48.1K shares2023-Q1: 42.3K shares2023-Q2: 44.3K shares2023-06-30
DIA
SPDR DOW JONES INDL AVERAGE
2.84%34.6K$11.9M
+7.87%(+2.52K)
2022-Q3: 47.2K shares2022-Q4: 44.1K shares2023-Q1: 32.1K shares2023-Q2: 34.6K shares2023-06-30
ACWI
ISHARES TR
2.67%116.7K$11.2M
-3.89%(-4.73K)
2022-Q3: 125.7K shares2022-Q4: 123.5K shares2023-Q1: 121.4K shares2023-Q2: 116.7K shares2023-06-30
AMZN
AMAZON COM INC
2.13%68.3K$8.9M
+9.53%(+5.94K)
2022-Q3: 71.2K shares2022-Q4: 81.8K shares2023-Q1: 62.4K shares2023-Q2: 68.3K shares2023-06-30
ARKK
ARK ETF TR
1.76%166.9K$7.4M
+28.29%(+36.80K)
2022-Q3: 134.0K shares2022-Q4: 129.4K shares2023-Q1: 130.1K shares2023-Q2: 166.9K shares2023-06-30
GLD
SPDR GOLD TR
1.43%33.6K$6.0M
-0.94%(-318)
2023-Q1: 33.9K shares2023-Q2: 33.6K shares2023-06-30
NOBL
PROSHARES TR
1.42%62.9K$5.9M
+14.76%(+8.10K)
2022-Q3: 33.1K shares2022-Q4: 44.2K shares2023-Q1: 54.8K shares2023-Q2: 62.9K shares2023-06-30

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