Intercontinental Wealth Advisors, LLC Purchases in Q2 2023

Intercontinental Wealth Advisors, LLC

  • $416 Million
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
22.5K
+ 29.29%
$160.1 - $193.97 $3.61M - $4.37M
99.5K $19.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.98K
+ 6.67%
$404.36 - $443.28 $2.42M - $2.65M
95.7K $42.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
287
+ 0.39%
$309.99 - $370.26 $89K - $106K
74.4K $27.5M
TQQQ
Proshares Ultrapro Qqq

ETFs
57.8K
+ 133.02%
$25.2 - $41.6 $1.46M - $2.41M
101K $4.15M
AMZN
Amazon Com Inc

Consumer Cyclical
5.94K
+ 9.53%
$97.83 - $130.36 $581K - $775K
68.3K $8.9M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
36.8K
+ 28.29%
$34.76 - $44.54 $1.28M - $1.64M
167K $7.37M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.99K
+ 4.71%
$309.07 - $341.0 $616K - $679K
44.3K $15.1M
UPRO
Proshares Trust Proshares Ultr

ETFs
23.1K
+ 89.0%
$36.81 - $47.38 $848K - $1.09M
48.9K $2.32M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.53K
+ 7.87%
$327.75 - $344.77 $828K - $871K
34.6K $11.9M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.1K
+ 14.76%
$87.67 - $94.28 $710K - $763K
62.9K $5.93M
ING
Ing Groep Nv

Financial Services
53.6K
New
$11.98 - $13.47 $642K - $722K
53.6K $721K
BCH
Bank Of Chile

Financial Services
30.9K
New
$18.93 - $22.68 $585K - $701K
30.9K $647K
OC
Owens Corning

Industrials
2.94K
+ 46.15%
$93.27 - $130.72 $274K - $384K
9.31K $1.22M
WFC
Wells Fargo & Company

Financial Services
6.13K
+ 11.93%
$36.72 - $42.68 $225K - $262K
57.5K $2.46M
WSO
Watsco Inc

Industrials
26
+ 0.34%
$301.84 - $381.47 $7.85K - $9.92K
7.68K $2.93M
VTRS
Viatris Inc

Healthcare
45.1K
+ 46.39%
$9.02 - $10.29 $407K - $464K
142K $1.42M
THO
Thor Industries Inc

Consumer Cyclical
214
+ 1.12%
$75.0 - $103.5 $16.1K - $22.1K
19.4K $2.01M
FUL
Fuller H B CO

Basic Materials
5.94K
+ 50.26%
$62.94 - $71.51 $374K - $425K
17.8K $1.27M
IAC
Iac/Inter Active Corp

Communication Services
6.55K
New
$48.53 - $63.51 $318K - $416K
6.55K $411K
JPM
Jpmorgan Chase & CO

Financial Services
674
+ 3.59%
$127.47 - $145.44 $85.9K - $98K
19.4K $2.83M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
635
+ 18.78%
$371.44 - $407.28 $236K - $259K
4.02K $1.64M
CHH
Choice Hotels International Inc

Consumer Cyclical
3K
New
$111.69 - $129.79 $335K - $390K
3K $352K
MTB
M&T Bank Corp

Financial Services
2.36K
New
$111.43 - $129.97 $263K - $307K
2.36K $292K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.38K
+ 15.97%
$60.2 - $63.67 $264K - $279K
31.8K $1.96M
ACN
Accenture PLC

Technology
685
+ 22.09%
$263.48 - $323.77 $180K - $222K
3.79K $1.17M
TGTX
Tg Therapeutics, Inc.

Healthcare
9K
New
$15.48 - $35.0 $139K - $315K
9K $223K
BSY
Bentley Systems Inc

Technology
569
+ 3.66%
$40.89 - $54.23 $23.3K - $30.9K
16.1K $873K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
1.58K
+ 2.92%
$10.12 - $14.94 $16K - $23.6K
55.5K $767K
LCII
Lci Industries

Consumer Cyclical
1.62K
New
$102.82 - $127.48 $166K - $206K
1.62K $204K
TRV
Travelers Companies, Inc.

Financial Services
1.17K
New
$168.37 - $183.75 $198K - $216K
1.17K $203K
L
Loews Corp

Financial Services
3.39K
New
$55.7 - $60.13 $189K - $204K
3.39K $201K
BK
Bank Of New York Mellon Corp

Financial Services
4.98K
+ 18.86%
$39.67 - $46.36 $198K - $231K
31.4K $1.4M
ORCC
Owl Rock Capital Corp

Financial Services
14.1K
New
$12.25 - $13.78 $173K - $195K
14.1K $189K
BMI
Badger Meter Inc

Technology
211
+ 3.63%
$118.94 - $153.6 $25.1K - $32.4K
6.02K $887K
ROAD
Construction Partners, Inc.

Industrials
194
+ 0.52%
$24.36 - $34.18 $4.73K - $6.63K
37.8K $1.19M
UL
Unilever PLC

Consumer Defensive
2.67K
+ 15.34%
$49.84 - $55.56 $133K - $148K
20.1K $1.05M
JKHY
Henry Jack & Associates Inc

Technology
95
+ 1.31%
$146.17 - $167.33 $13.9K - $15.9K
7.35K $1.23M
EMR
Emerson Electric CO

Industrials
1.28K
+ 21.25%
$77.68 - $90.39 $99.4K - $116K
7.3K $659K
LII
Lennox International Inc

Industrials
56
+ 3.64%
$235.18 - $326.07 $13.2K - $18.3K
1.6K $520K
EVTC
Evertec, Inc.

Technology
193
+ 0.51%
$31.72 - $37.0 $6.12K - $7.14K
38.1K $1.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.01K
+ 2.2%
$70.67 - $73.9 $71.5K - $74.8K
47.1K $3.42M
RSP
Invesco S&P 500 Equal Weight E

ETFs
456
+ 5.07%
$139.61 - $149.64 $63.7K - $68.2K
9.45K $1.41M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
850
+ 6.61%
$52.29 - $60.37 $44.4K - $51.3K
13.7K $817K
HLMN
Hillman Solutions Corp.

Industrials
829
+ 0.54%
$7.77 - $9.28 $6.44K - $7.69K
156K $1.4M
EFX
Equifax Inc

Industrials
85
+ 3.57%
$194.8 - $235.3 $16.6K - $20K
2.47K $580K
JBT
John Bean Technologies Corp

Industrials
35
+ 0.49%
$102.15 - $122.56 $3.58K - $4.29K
7.21K $874K
NDSN
Nordson Corp

Industrials
92
+ 3.63%
$210.02 - $248.18 $19.3K - $22.8K
2.62K $651K
SAIA
Saia Inc

Industrials
38
+ 3.61%
$248.06 - $346.81 $9.43K - $13.2K
1.09K $373K
IWN
Ishares Russell2000 Val ETF

ETFs
382
+ 4.56%
$128.93 - $142.33 $49.3K - $54.4K
8.76K $1.23M
Activity Summary
Buys All Purchases 139 New Holdings 10 Increased Positions 129 Sells All Sells 113 Reductions 113 Sold out 0 Options Calls 0 Puts 0
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