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
POOL
Pool Corp

Industrials
70
+ 3.78%
$313.02 - $374.64 $21.9K - $26.2K
1.92K $719K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
373
+ 6.62%
$82.25 - $107.41 $30.7K - $40.1K
6.01K $606K
SCHW
Schwab Charles Corp

Financial Services
642
+ 5.99%
$47.37 - $57.14 $30.4K - $36.7K
11.4K $644K
NVS
Novartis Ag

Healthcare
118
+ 1.61%
$92.52 - $104.91 $10.9K - $12.4K
7.46K $753K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
145
+ 3.71%
$72.02 - $94.66 $10.4K - $13.7K
4.05K $374K
IEF
Ishares Barclays

ETFs
1.16K
+ 6.86%
$96.39 - $100.48 $112K - $116K
18K $1.74M
ALLE
Allegion PLC

Industrials
127
+ 3.49%
$99.19 - $120.02 $12.6K - $15.2K
3.77K $452K
MRK
Merck & Co., Inc.

Healthcare
18
+ 0.26%
$108.61 - $118.38 $1.95K - $2.13K
6.94K $800K
TXN
Texas Instruments Inc

Technology
660
+ 7.27%
$161.17 - $184.16 $106K - $122K
9.74K $1.75M
MO
Altria Group, Inc.

Consumer Defensive
842
+ 2.32%
$43.42 - $47.78 $36.6K - $40.2K
37.2K $1.69M
WDFC
Wd 40 CO

Basic Materials
27
+ 0.51%
$172.35 - $202.69 $4.65K - $5.47K
5.3K $1M
LPLA
Lpl Financial Holdings Inc.

Financial Services
85
+ 3.41%
$180.95 - $217.9 $15.4K - $18.5K
2.58K $560K
ROL
Rollins Inc

Consumer Cyclical
284
+ 3.45%
$37.45 - $42.83 $10.6K - $12.2K
8.51K $364K
AZTA
Azenta, Inc.

Healthcare
123
+ 0.52%
$36.45 - $46.68 $4.48K - $5.74K
23.7K $1.11M
CMCSA
Comcast Corp

Communication Services
240
+ 2.07%
$36.52 - $41.67 $8.76K - $10K
11.8K $492K
AIN
Albany International Corp

Consumer Cyclical
55
+ 0.53%
$84.92 - $93.28 $4.67K - $5.13K
10.4K $970K
SWIM
Latham Group, Inc.

Industrials
282
+ 0.54%
$2.16 - $4.0 $609 - $1.13K
52K $193K
COO
Cooper Companies, Inc.

Healthcare
65
+ 3.55%
$346.15 - $392.09 $22.5K - $25.5K
1.9K $727K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
630
+ 19.09%
$69.18 - $73.94 $43.6K - $46.6K
3.93K $285K
V
Visa Inc.

Financial Services
15
+ 0.48%
$221.03 - $237.48 $3.32K - $3.56K
3.15K $748K
TER
Teradyne, Inc

Technology
185
+ 3.6%
$89.98 - $111.39 $16.6K - $20.6K
5.32K $592K
CRL
Charles River Laboratories International, Inc.

Healthcare
95
+ 3.99%
$183.71 - $210.25 $17.5K - $20K
2.48K $520K
BLK
Black Rock Inc.

Financial Services
37
+ 8.2%
$629.18 - $711.19 $23.3K - $26.3K
488 $337K
E
Eni Spa

Energy
652
+ 3.09%
$26.56 - $30.75 $17.3K - $20K
21.8K $627K
BDX
Becton Dickinson & CO

Healthcare
42
+ 2.84%
$238.39 - $265.32 $10K - $11.1K
1.52K $401K
AWI
Armstrong World Industries Inc

Industrials
70
+ 0.53%
$62.23 - $73.46 $4.36K - $5.14K
13.3K $976K
AXP
American Express CO

Financial Services
102
+ 5.86%
$147.93 - $175.14 $15.1K - $17.9K
1.84K $321K
LUV
Southwest Airlines CO

Industrials
8
+ 0.09%
$28.54 - $36.21 $228 - $290
9.03K $326K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.29%
$482.76 - $538.38 $966 - $1.08K
693 $373K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
585
+ 6.99%
$24.86 - $27.15 $14.5K - $15.9K
8.95K $242K
BMO
Bank Of Montreal

Financial Services
250
+ 4.07%
$82.89 - $92.23 $20.7K - $23.1K
6.4K $577K
RELX
Relx PLC

Communication Services
143
+ 0.62%
$30.22 - $34.04 $4.32K - $4.87K
23.2K $774K
IBKR
Interactive Brokers Group, Inc.

Financial Services
234
+ 3.57%
$71.41 - $84.74 $16.7K - $19.8K
6.79K $563K
RTX
Raytheon Technologies Corp

Industrials
205
+ 1.62%
$92.14 - $104.66 $18.9K - $21.5K
12.8K $1.26M
RY
Royal Bank Of Canada

Financial Services
191
+ 2.96%
$89.1 - $100.28 $17K - $19.2K
6.65K $635K
CHE
Chemed Corp

Healthcare
26
+ 3.54%
$529.45 - $567.21 $13.8K - $14.7K
761 $412K
ABNB
Airbnb, Inc.

Consumer Cyclical
1
+ 0.02%
$104.42 - $128.68 $104 - $129
4.28K $548K
ANSS
Ansys Inc

Technology
64
+ 3.67%
$293.65 - $336.81 $18.8K - $21.6K
1.81K $597K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
3
+ 0.01%
$26.6 - $29.16 $79.8 - $87.5
58.1K $1.67M
UNP
Union Pacific Corp

Industrials
12
+ 0.5%
$191.5 - $205.92 $2.3K - $2.47K
2.42K $494K
EPD
Enterprise Products Partners L.P.

Energy
27
+ 0.18%
$25.27 - $27.01 $682 - $729
15.2K $399K
PM
Philip Morris International Inc.

Consumer Defensive
63
+ 1.75%
$90.01 - $101.51 $5.67K - $6.4K
3.67K $358K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.04%
$63.33 - $67.21 $127 - $134
4.69K $314K
DLB
Dolby Laboratories, Inc.

Industrials
204
+ 3.6%
$80.93 - $85.91 $16.5K - $17.5K
5.87K $490K
DFAX
Dimensional ETF Tr
180
+ 1.57%
$22.56 - $24.03 $4.06K - $4.33K
11.7K $272K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3
+ 0.04%
$34.48 - $36.54 $103 - $110
7.06K $251K
JCPB
J P Morgan Exchange Traded Fd

ETFs
350
+ 2.92%
$46.41 - $47.75 $16.2K - $16.7K
12.3K $574K
SCHC
Schwab Strategic Tr Intl Small

ETFs
86
+ 0.5%
$32.67 - $34.58 $2.81K - $2.97K
17.5K $589K
GLW
Corning Inc

Technology
164
+ 1.97%
$30.63 - $35.85 $5.02K - $5.88K
8.49K $297K
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
Track This Portfolio

Track Intercontinental Wealth Advisors, LLC Portfolio

Follow Intercontinental Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email