Intercontinental Wealth Advisors, LLC
Q2 2023 13F Holdings
- Locationsan antonio, TX
- Num holdings
304
- Value ($000)
$418,866
- Date Filed07/21/2023
- Form type13F-HR
- CIK0001709698
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $42.43M | 10 % | 95,724 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $27.47M | 7 % | 74,358 | ||
AAPL APPLE INC | COM | 037833100 | $19.31M | 5 % | 99,528 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $15.10M | 4 % | 44,274 | ||
DIA SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | $11.90M | 3 % | 34,600 | ||
ACWI ISHARES TR | MSCI ACWI ETF | 464288257 | $11.19M | 3 % | 116,664 | ||
AMZN AMAZON COM INC | COM | 023135106 | $8.90M | 2 % | 68,305 | ||
ARKK ARK ETF TR | INNOVATION ETF | 00214Q104 | $7.37M | 2 % | 166,881 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $5.98M | 1 % | 33,571 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $5.93M | 1 % | 62,931 |
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