Intercontinental Wealth Advisors
Latest statistics and disclosures from Intercontinental Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NFLX, QQQ, SPY, ACWI, IWF, and represent 39.32% of Intercontinental Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$55M), QQQ (+$24M), IWV (+$15M), IWF (+$12M), ACWI (+$12M), AAPL (+$9.2M), FGEN (+$7.1M), AMZN (+$5.0M), FDN, ARKK.
- Started 114 new stock positions in FFIN, URE, UL, Leslies, XPH, TFC, IBOC, SPYG, PBA, COO.
- Reduced shares in these 10 stocks: Dimensional Global Core Equity etf, Cohen & Steers Low Duration Pr etf, SPY, IWM, VWO, HEDJ, EFA, Credit Suisse Ag Nassau Brh vel sh 3x lg crd, TOT, Virtus Gf U.s. Small Cap Focus etf.
- Sold out of its positions in AAGIY, Yacktman Fund, ABT, SGOL, ADBE, ACGBY, Altaba, AIG, AMT, COLD.
- Intercontinental Wealth Advisors was a net buyer of stock by $227M.
- Intercontinental Wealth Advisors has $416M in assets under management (AUM), dropping by 155.84%.
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Portfolio Holdings for Intercontinental Wealth Advisors
Companies in the Intercontinental Wealth Advisors portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Netflix (NFLX) | 13.3 | $56M | +106797% | 103k | 540.73 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.6 | $40M | +147% | 128k | 313.74 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.9 | $29M | -6% | 77k | 373.89 | |
Ishares Tr Msci Acwi Etf (ACWI) | 5.6 | $23M | +105% | 258k | 90.72 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 3.8 | $16M | +302% | 66k | 241.14 | |
Ishares Tr Russell 3000 Etf (IWV) | 3.8 | $16M | +1276% | 70k | 223.55 | |
Apple (AAPL) | 2.4 | $9.9M | +1234% | 75k | 132.68 | |
Fibrogen (FGEN) | 1.7 | $7.1M | +23812% | 191k | 37.09 | |
Ishares Msci Jpn Etf New (EWJ) | 1.5 | $6.3M | +7% | 93k | 67.56 | |
Amazon (AMZN) | 1.5 | $6.1M | +478% | 1.9k | 3257.11 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.4 | $5.9M | +11% | 19k | 305.80 | |
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) | 1.2 | $4.9M | +68% | 77k | 63.58 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.9 | $3.6M | NEW | 17k | 212.23 | |
Ishares Tr Europe Etf (IEV) | 0.9 | $3.6M | -7% | 74k | 47.92 | |
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Ark Etf Tr Innovation Etf (ARKK) | 0.9 | $3.5M | +13810% | 29k | 124.49 | |
Scotts Miracle Gro Cl A (SMG) | 0.8 | $3.3M | NEW | 17k | 199.14 | |
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.8 | $3.2M | +53% | 23k | 138.06 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $3.2M | +316% | 14k | 231.87 | |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.7 | $2.8M | -19% | 6.7k | 419.90 | |
Siteone Landscape Supply (SITE) | 0.7 | $2.8M | NEW | 17k | 158.64 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $2.6M | +223% | 21k | 127.07 | |
Facebook Cl A (FB) | 0.6 | $2.4M | +1050% | 8.7k | 273.14 | |
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.6 | $2.3M | +107% | 38k | 60.23 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $2.2M | +178% | 9.6k | 232.74 | |
Applied Materials (AMAT) | 0.5 | $2.2M | +5033% | 26k | 86.30 | |
Capital One Financial (COF) | 0.5 | $2.2M | NEW | 22k | 98.85 | |
Microsoft Corporation (MSFT) | 0.5 | $2.1M | +160% | 9.5k | 222.42 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $2.0M | -11% | 38k | 51.67 | |
Wells Fargo & Company (WFC) | 0.5 | $1.9M | +507% | 65k | 30.18 | |
Raytheon Technologies Corp (RTX) | 0.5 | $1.9M | NEW | 27k | 71.52 | |
Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.9M | +897% | 1.1k | 1751.64 | |
National Beverage (FIZZ) | 0.4 | $1.9M | NEW | 22k | 84.89 | |
Brooks Automation (BRKS) | 0.4 | $1.8M | NEW | 27k | 67.84 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.8M | +33% | 13k | 142.22 | |
Terminix Global Holdings (TMX) | 0.4 | $1.7M | NEW | 33k | 51.00 | |
Wisdomtree Tr Us Smallcap Divd (DES) | 0.4 | $1.6M | -8% | 62k | 26.61 | |
Houlihan Lokey Cl A (HLI) | 0.4 | $1.6M | NEW | 24k | 67.24 | |
Gra (GGG) | 0.4 | $1.6M | NEW | 23k | 72.37 | |
Pepsi (PEP) | 0.4 | $1.6M | +31% | 11k | 148.32 | |
Watsco, Incorporated (WSO) | 0.4 | $1.6M | NEW | 7.1k | 226.55 | |
Mgm Growth Pptys Cl A Com (MGP) | 0.4 | $1.6M | NEW | 51k | 31.29 | |
Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.4 | $1.6M | -14% | 29k | 54.42 | |
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) | 0.4 | $1.6M | 26k | 60.33 | ||
CoreLogic (CLGX) | 0.4 | $1.6M | NEW | 20k | 77.34 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.5M | +185% | 876.00 | 1752.28 | |
RBC Bearings Incorporated (ROLL) | 0.4 | $1.5M | NEW | 8.5k | 179.02 | |
Thor Industries (THO) | 0.4 | $1.5M | NEW | 16k | 93.02 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.5M | -50% | 20k | 72.97 | |
Valero Energy Corporation (VLO) | 0.4 | $1.5M | 26k | 56.56 | ||
Wisdomtree Tr Eur Hdg Smlcap (EUSC) | 0.4 | $1.5M | +352% | 48k | 30.73 | |
Cheesecake Factory Incorporated (CAKE) | 0.3 | $1.4M | NEW | 39k | 37.07 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.4M | -59% | 7.3k | 196.11 | |
Novo-nordisk A S Adr (NVO) | 0.3 | $1.4M | +345% | 20k | 69.86 | |
Ishares Tr Latn Amer 40 Etf (ILF) | 0.3 | $1.4M | NEW | 48k | 29.36 | |
Walt Disney Company (DIS) | 0.3 | $1.4M | +1969% | 7.7k | 181.17 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.4M | -54% | 28k | 50.10 | |
Texas Instruments Incorporated (TXN) | 0.3 | $1.4M | NEW | 8.4k | 164.15 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.4M | +185% | 11k | 127.58 | |
Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.3 | $1.4M | -53% | 21k | 66.31 | |
WD-40 Company (WDFC) | 0.3 | $1.3M | NEW | 4.9k | 265.72 | |
Ishares Tr S&P SML 600 GWT (IJT) | 0.3 | $1.3M | +397% | 11k | 114.19 | |
Pfizer (PFE) | 0.3 | $1.3M | -7% | 35k | 36.82 | |
Carrier Global Corporation (CARR) | 0.3 | $1.3M | NEW | 34k | 37.72 | |
At&t (T) | 0.3 | $1.3M | -12% | 44k | 28.77 | |
Rli (RLI) | 0.3 | $1.2M | NEW | 12k | 104.16 | |
Albany Intl Corp Cl A (AIN) | 0.3 | $1.2M | NEW | 17k | 73.41 | |
American Express Company (AXP) | 0.3 | $1.2M | +10039% | 10k | 120.92 | |
Landstar System (LSTR) | 0.3 | $1.2M | NEW | 9.0k | 134.62 | |
First Tr Exchange Traded Hlth Care Alph (FXH) | 0.3 | $1.2M | NEW | 11k | 107.74 | |
Evertec (EVTC) | 0.3 | $1.2M | NEW | 30k | 39.31 | |
Altria (MO) | 0.3 | $1.2M | -10% | 29k | 40.99 | |
Us Bancorp Del Com New (USB) | 0.3 | $1.1M | NEW | 25k | 46.58 | |
Intel Corporation (INTC) | 0.3 | $1.1M | +2204% | 23k | 49.83 | |
Global X Fds Dax Germany Etf (DAX) | 0.3 | $1.1M | NEW | 37k | 30.79 | |
Bank of New York Mellon Corporation (BK) | 0.3 | $1.1M | NEW | 27k | 42.45 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.1M | +268% | 3.2k | 343.82 | |
Primerica (PRI) | 0.3 | $1.1M | NEW | 8.3k | 133.92 | |
Tesla Motors (TSLA) | 0.3 | $1.1M | +1653% | 1.6k | 705.96 | |
Armstrong World Industries (AWI) | 0.3 | $1.1M | NEW | 15k | 74.41 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $1.1M | +635% | 8.2k | 131.74 | |
Verizon Communications (VZ) | 0.3 | $1.1M | -35% | 19k | 58.74 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.1M | -9% | 2.8k | 375.54 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $1.0M | +18% | 11k | 92.57 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $1.0M | NEW | 30k | 34.82 | |
Bank of Hawaii Corporation (BOH) | 0.2 | $1.0M | NEW | 13k | 76.60 | |
New Oriental Ed & Technology Spon Adr (EDU) | 0.2 | $1.0M | NEW | 5.4k | 185.84 | |
Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $954k | +90% | 5.2k | 181.85 | |
Johnson & Johnson (JNJ) | 0.2 | $950k | +347% | 6.0k | 157.42 | |
Jack Henry & Associates (JKHY) | 0.2 | $921k | NEW | 5.7k | 161.98 | |
C H Robinson Worldwide Com New (CHRW) | 0.2 | $921k | +743% | 9.8k | 93.91 | |
John Bean Technologies Corporation (JBT) | 0.2 | $887k | NEW | 7.8k | 113.89 | |
UniFirst Corporation (UNF) | 0.2 | $886k | NEW | 4.2k | 211.61 | |
Ishares Msci Cda Etf (EWC) | 0.2 | $870k | -30% | 28k | 30.86 | |
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.2 | $866k | +3966% | 7.3k | 118.31 | |
Direxion Shs Etf Tr Oil Gas Bl 2x Sh (GUSH) | 0.2 | $855k | NEW | 22k | 38.19 | |
Leslies | 0.2 | $848k | NEW | 31k | 27.76 | |
Wisdomtree Tr Intl Midcap Dv (DIM) | 0.2 | $809k | +136% | 13k | 63.61 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $808k | 7.6k | 105.87 | ||
Duke Energy Corp Com New (DUK) | 0.2 | $800k | -44% | 8.7k | 91.56 | |
Proshares Tr Msci Emrg Etf (EET) | 0.2 | $762k | NEW | 8.0k | 95.76 | |
Toronto Dominion Bk Ont Com New (TD) | 0.2 | $761k | -49% | 14k | 56.40 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $760k | -49% | 7.0k | 109.05 | |
Ishares Tr Msci India Etf (INDA) | 0.2 | $753k | -30% | 19k | 40.24 | |
Bristol Myers Squibb (BMY) | 0.2 | $751k | -20% | 12k | 62.05 | |
Cisco Systems (CSCO) | 0.2 | $749k | +358% | 17k | 44.73 | |
Construction Partners Com Cl A (ROAD) | 0.2 | $736k | NEW | 25k | 29.12 | |
Cemex Sab De Cv Spon Adr New (CX) | 0.2 | $728k | NEW | 141k | 5.17 | |
Procter & Gamble Company (PG) | 0.2 | $726k | +78% | 5.2k | 139.08 | |
Oracle Corporation (ORCL) | 0.2 | $720k | +2020% | 11k | 64.66 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $711k | NEW | 16k | 43.98 | |
Anika Therapeutics (ANIK) | 0.2 | $706k | NEW | 16k | 45.24 | |
Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.2 | $688k | NEW | 17k | 40.06 | |
International Business Machines (IBM) | 0.2 | $678k | -39% | 5.4k | 125.95 | |
Total Se Sponsored Ads (TOT) | 0.2 | $648k | -54% | 16k | 41.90 | |
Enbridge (ENB) | 0.2 | $647k | -42% | 20k | 31.97 | |
Home Depot (HD) | 0.1 | $620k | +53% | 2.3k | 265.41 | |
Badger Meter (BMI) | 0.1 | $612k | NEW | 6.5k | 94.02 | |
Enterprise Products Partners (EPD) | 0.1 | $611k | -32% | 31k | 19.59 | |
Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $606k | 8.9k | 67.93 | ||
Wisdomtree Tr Jpn Scap Hdg Eqt (DXJS) | 0.1 | $599k | +827% | 15k | 39.91 | |
Iac Interactive Ord (IAC) | 0.1 | $595k | NEW | 3.1k | 189.31 | |
Wipro Spon Adr 1 Sh (WIT) | 0.1 | $584k | NEW | 103k | 5.65 | |
Toyota Motor Corp Sp Adr Rep2com (TM) | 0.1 | $573k | +38% | 3.7k | 154.70 | |
Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.1 | $570k | +32% | 11k | 54.15 | |
Amer Software Cl A (AMSWA) | 0.1 | $569k | NEW | 33k | 17.16 | |
Union Pacific Corporation (UNP) | 0.1 | $566k | +4% | 2.7k | 208.39 | |
Genmab A/s Sponsored Ads (GMAB) | 0.1 | $565k | NEW | 14k | 40.66 | |
3M Company (MMM) | 0.1 | $563k | NEW | 3.2k | 174.90 | |
Caterpillar (CAT) | 0.1 | $561k | +140% | 3.1k | 182.08 | |
Wisdomtree Tr Europe Smcp Dv (DFE) | 0.1 | $559k | NEW | 8.7k | 64.60 | |
Icon SHS (ICLR) | 0.1 | $555k | +8% | 2.8k | 194.87 | |
Cgi Cl A Sub Vtg (GIB) | 0.1 | $553k | +41% | 7.0k | 79.29 | |
Sibanye Stillwater Sponsored Adr (SBSW) | 0.1 | $552k | NEW | 35k | 15.89 | |
First Financial Bankshares (FFIN) | 0.1 | $552k | NEW | 15k | 36.16 | |
Check Point Software Tech Lt Ord (CHKP) | 0.1 | $550k | +38% | 4.1k | 132.98 | |
Etf Ser Solutions Us Glb Jets (JETS) | 0.1 | $545k | NEW | 24k | 22.39 | |
Vaneck Vectors Etf Tr Russia Etf (RSX) | 0.1 | $544k | -26% | 23k | 24.15 | |
Rbc Cad (RY) | 0.1 | $533k | +52% | 6.5k | 82.00 | |
Telus Ord (TU) | 0.1 | $530k | +182% | 27k | 19.79 | |
Relx Sponsored Adr (RELX) | 0.1 | $529k | +38% | 21k | 24.67 | |
Zoom Video Communications In Cl A (ZM) | 0.1 | $517k | NEW | 1.5k | 337.03 | |
Wal-Mart Stores (WMT) | 0.1 | $515k | +135% | 3.6k | 144.22 | |
Bank of America Corporation (BAC) | 0.1 | $512k | +691% | 17k | 30.33 | |
Starbucks Corporation (SBUX) | 0.1 | $510k | NEW | 4.8k | 107.05 | |
Fortis (FTS) | 0.1 | $506k | +30% | 12k | 40.83 | |
Boeing Company (BA) | 0.1 | $505k | +314% | 2.4k | 214.07 | |
America Movil Sab De Cv Spon Adr L Shs (AMX) | 0.1 | $501k | NEW | 35k | 14.54 | |
Proshares Tr Ultrpro S&p500 (UPRO) | 0.1 | $491k | NEW | 6.4k | 76.87 | |
Stock Yards Ban (SYBT) | 0.1 | $486k | NEW | 12k | 40.49 | |
Proshares Tr Ult R/est New (URE) | 0.1 | $486k | NEW | 7.8k | 62.11 | |
Sap Se Spon Adr (SAP) | 0.1 | $461k | +10% | 3.5k | 130.30 | |
Biogen Idec (BIIB) | 0.1 | $447k | NEW | 1.8k | 244.80 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $446k | +140% | 1.7k | 261.12 | |
Merck & Co (MRK) | 0.1 | $445k | +75% | 5.4k | 81.80 | |
CVS Caremark Corporation (CVS) | 0.1 | $441k | -29% | 6.5k | 68.37 | |
General Dynamics Corporation (GD) | 0.1 | $439k | +6765% | 3.0k | 148.71 | |
Quest Diagnostics Incorporated (DGX) | 0.1 | $437k | NEW | 3.7k | 119.11 | |
Kirkland Lake Gold (KL) | 0.1 | $434k | +20% | 11k | 41.29 | |
Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $430k | NEW | 7.4k | 58.46 | |
Chevron Corporation (CVX) | 0.1 | $425k | +78% | 5.0k | 84.53 | |
Medtronic SHS (MDT) | 0.1 | $424k | +587% | 3.6k | 117.22 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $424k | +30% | 4.6k | 91.89 | |
Docusign (DOCU) | 0.1 | $417k | NEW | 1.9k | 222.04 | |
Viacomcbs CL B (VIAC) | 0.1 | $407k | NEW | 11k | 37.22 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $405k | -16% | 6.0k | 67.50 | |
Ishares Msci Taiwan Etf (EWT) | 0.1 | $399k | NEW | 7.5k | 53.03 | |
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $397k | NEW | 7.2k | 55.26 | |
Teradyne (TER) | 0.1 | $396k | NEW | 3.3k | 119.75 | |
Albemarle Corporation (ALB) | 0.1 | $392k | NEW | 2.7k | 147.65 | |
Phillips 66 (PSX) | 0.1 | $391k | +38% | 5.6k | 69.92 | |
Unilever Spon Adr New (UL) | 0.1 | $386k | NEW | 6.4k | 60.39 | |
Lam Research Corporation (LRCX) | 0.1 | $383k | -11% | 812.00 | 471.67 | |
Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $382k | NEW | 4.7k | 81.99 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $381k | +32% | 1.7k | 229.79 | |
Abbvie (ABBV) | 0.1 | $375k | -27% | 3.5k | 107.17 | |
Pool Corporation (POOL) | 0.1 | $368k | NEW | 989.00 | 372.09 | |
NVIDIA Corporation (NVDA) | 0.1 | $366k | +8% | 701.00 | 522.11 | |
Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $361k | -15% | 7.6k | 47.73 | |
Morgan Stanley Com New (MS) | 0.1 | $360k | +64% | 5.3k | 68.51 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $360k | NEW | 4.2k | 85.15 | |
Nike CL B (NKE) | 0.1 | $355k | NEW | 2.5k | 141.38 | |
Msci (MSCI) | 0.1 | $354k | NEW | 793.00 | 446.41 | |
Chubb (CB) | 0.1 | $352k | NEW | 2.3k | 154.12 | |
Viatris (VTRS) | 0.1 | $351k | NEW | 19k | 18.74 | |
Nio Spon Ads (NIO) | 0.1 | $347k | NEW | 7.1k | 48.75 | |
Southwest Airlines (LUV) | 0.1 | $345k | +970% | 7.4k | 46.63 | |
Philip Morris International (PM) | 0.1 | $344k | +25% | 4.2k | 82.71 | |
Exxon Mobil Corporation (XOM) | 0.1 | $338k | +19% | 8.2k | 41.24 | |
Omni (OMC) | 0.1 | $337k | +14% | 5.4k | 62.45 | |
Spdr Ser Tr S&p Bk Etf (KBE) | 0.1 | $335k | NEW | 8.0k | 41.82 | |
McDonald's Corporation (MCD) | 0.1 | $330k | +371% | 1.5k | 214.70 | |
Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $326k | NEW | 848.00 | 384.43 | |
Spdr Ser Tr S&p Pharmac (XPH) | 0.1 | $325k | NEW | 6.3k | 52.00 | |
Twitter (TWTR) | 0.1 | $322k | NEW | 5.9k | 54.19 | |
Adams Express Company (ADX) | 0.1 | $317k | +6% | 18k | 17.28 | |
Proshares Tr Ultrpro Dow30 (UDOW) | 0.1 | $314k | NEW | 3.1k | 102.45 | |
Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $309k | NEW | 2.7k | 113.35 | |
Paypal Holdings (PYPL) | 0.1 | $308k | +2337% | 1.3k | 234.04 | |
Ishares Tr Us Infrastruc (IFRA) | 0.1 | $306k | NEW | 10k | 30.04 | |
International Flavors & Fragrances (IFF) | 0.1 | $300k | NEW | 2.8k | 108.77 | |
Simon Property (SPG) | 0.1 | $298k | NEW | 3.5k | 85.14 | |
Travelers Companies (TRV) | 0.1 | $294k | NEW | 2.1k | 140.60 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $292k | NEW | 2.5k | 116.33 | |
Charles River Laboratories (CRL) | 0.1 | $286k | NEW | 1.1k | 249.56 | |
Gilead Sciences (GILD) | 0.1 | $284k | +166% | 4.9k | 58.21 | |
Broadcom (AVGO) | 0.1 | $278k | -39% | 636.00 | 437.11 | |
First Tr Exchange-traded A Sml Cap Val Alph (FYT) | 0.1 | $270k | NEW | 6.5k | 41.54 | |
Discover Financial Services (DFS) | 0.1 | $270k | +125% | 3.0k | 90.70 | |
Cooper Cos Com New (COO) | 0.1 | $268k | NEW | 739.00 | 362.65 | |
Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $265k | +1124% | 9.0k | 29.29 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $262k | -11% | 8.0k | 32.96 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $261k | NEW | 9.2k | 28.23 | |
Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX) | 0.1 | $260k | NEW | 18k | 14.35 | |
T. Rowe Price (TROW) | 0.1 | $255k | +62% | 1.7k | 151.34 | |
Expeditors International of Washington (EXPD) | 0.1 | $251k | NEW | 2.6k | 95.11 | |
Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $250k | +100% | 3.7k | 66.84 | |
Copart (CPRT) | 0.1 | $249k | NEW | 2.0k | 127.50 | |
Corning Incorporated (GLW) | 0.1 | $248k | NEW | 6.9k | 35.95 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.1 | $246k | +31% | 5.2k | 47.25 | |
Nordson Corporation (NDSN) | 0.1 | $246k | NEW | 1.2k | 201.31 | |
UnitedHealth (UNH) | 0.1 | $242k | +29% | 690.00 | 350.72 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $241k | 1.5k | 160.67 | ||
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $241k | -2% | 950.00 | 253.68 | |
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) | 0.1 | $240k | NEW | 5.8k | 41.34 | |
Cummins (CMI) | 0.1 | $238k | +63% | 1.0k | 227.32 | |
Aspen Technology (AZPN) | 0.1 | $234k | NEW | 1.8k | 130.43 | |
Emerson Electric (EMR) | 0.1 | $231k | +81% | 2.9k | 80.40 | |
Dupont De Nemours (DD) | 0.1 | $231k | +2442% | 3.3k | 70.97 | |
BlackRock (BLK) | 0.1 | $229k | -16% | 318.00 | 720.13 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.1 | $226k | +7% | 7.7k | 29.42 | |
Walgreen Boots Alliance (WBA) | 0.1 | $226k | +131% | 5.7k | 39.95 | |
W.R. Berkley Corporation (WRB) | 0.1 | $226k | NEW | 3.4k | 66.45 | |
International Bancshares Corporation (IBOC) | 0.1 | $223k | NEW | 6.0k | 37.42 | |
Cdw (CDW) | 0.1 | $223k | NEW | 1.7k | 131.80 | |
Innovative Industria A (IIPR) | 0.1 | $223k | 1.2k | 183.54 | ||
Equifax (EFX) | 0.1 | $220k | NEW | 1.1k | 192.48 | |
Genuine Parts Company (GPC) | 0.1 | $215k | NEW | 2.1k | 100.61 | |
Loews Corporation (L) | 0.1 | $214k | NEW | 4.8k | 45.01 | |
Pembina Pipeline Corp (PBA) | 0.1 | $214k | NEW | 9.0k | 23.71 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $212k | -10% | 3.3k | 64.24 | |
Truist Financial Corp equities (TFC) | 0.0 | $208k | NEW | 4.3k | 47.97 | |
Lockheed Martin Corporation (LMT) | 0.0 | $207k | -37% | 583.00 | 355.06 | |
Snap Cl A (SNAP) | 0.0 | $207k | +37% | 4.1k | 50.18 | |
Allegion Ord Shs (ALLE) | 0.0 | $203k | NEW | 1.7k | 116.13 | |
Global X Fds Msci Nxt Emrng (EMFM) | 0.0 | $202k | +47% | 11k | 19.31 | |
Eli Lilly & Co. (LLY) | 0.0 | $202k | -38% | 1.2k | 168.90 | |
MFA Mortgage Investments (MFA) | 0.0 | $146k | NEW | 38k | 3.89 | |
Banco Santander Adr (SAN) | 0.0 | $143k | +251% | 47k | 3.05 | |
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $93k | +318% | 19k | 4.92 | |
Bionano Genomics (BNGO) | 0.0 | $66k | NEW | 22k | 3.07 | |
Athersys (ATHX) | 0.0 | $27k | NEW | 15k | 1.78 | |
Organigram Holdings In (OGI) | 0.0 | $14k | NEW | 10k | 1.34 | |
Sundial Growers (SNDL) | 0.0 | $9.0k | NEW | 20k | 0.45 |
Past Filings by Intercontinental Wealth Advisors
SEC 13F filings are viewable for Intercontinental Wealth Advisors going back to 2017
- Intercontinental Wealth Advisors 2020 Q4 filed Feb. 19, 2021
- Intercontinental Wealth Advisors 2020 Q1 filed Jan. 19, 2021
- Intercontinental Wealth Advisors 2020 Q2 filed Jan. 19, 2021
- Intercontinental Wealth Advisors 2020 Q3 filed Jan. 19, 2021
- Intercontinental Wealth Advisors 2019 Q4 filed Feb. 7, 2020
- Intercontinental Wealth Advisors 2019 Q3 filed Oct. 9, 2019
- Intercontinental Wealth Advisors 2019 Q2 filed Aug. 2, 2019
- Intercontinental Wealth Advisors 2019 Q1 filed May 8, 2019
- Intercontinental Wealth Advisors 2018 Q4 filed Jan. 31, 2019
- Intercontinental Wealth Advisors 2018 Q3 filed Oct. 17, 2018
- Intercontinental Wealth Advisors 2018 Q2 filed July 30, 2018
- Intercontinental Wealth Advisors 2018 Q1 filed May 2, 2018
- Intercontinental Wealth Advisors 2016 Q3 filed March 12, 2018
- Intercontinental Wealth Advisors 2017 Q1 filed March 9, 2018
- Intercontinental Wealth Advisors 2016 Q4 filed March 9, 2018
- Intercontinental Wealth Advisors 2016 Q2 filed March 9, 2018