Intercontinental Wealth Advisors, LLC Portfolio Holdings
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
Intercontinental Wealth Advisors, LLC has filed its 13F form on July 21, 2023 for Q2 2023 where it was disclosed a total value porftolio of $416 Million distributed in 304 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $42.4M, Invesco Qqq Trust, Series 1 with a value of $27.5M, Apple Inc. with a value of $19.3M, Berkshire Hathaway Inc Class B with a value of $15.1M, and Spdr Dow Jones Industrial Average ETF Trust with a value of $11.9M.
Examining the 13F form we can see an increase of $27.6M in the current position value, from $389M to 416M.
Below you can find more details about Intercontinental Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 304
- Current Value $416 Million
- Prior Value $389 Million
- Filing
- Period Q2 2023
- Filing Date July 21, 2023
- Form Type 13F-HR
- Activity in Q2 2023
- New Purchases 10 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 113 stocks