HoldingsChannel.com
Intercontinental Wealth Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF (SPY) 63,230 -18,962 $21,047
     SPY63,230-18,962$21,047
INVESCO QQQ TR UNIT SER 1 39,629 -12,052 $9,044
     QQQ39,629-12,052$9,044
ISHARES MSCI ACWI ETF (ACWI) 95,739 -29,807 $7,731
     ACWI95,739-29,807$7,731
ISHARES MSCI JAPAN ETF (EWJ) 63,164 -23,670 $3,765
     EWJ63,164-23,670$3,765
DIMENSIONAL GLOBAL CORE EQUITY      $3,446
     ETF155,592-5,598$3,446
SPDR DOW JONES INDL AVERAGE ET (DIA) 8,875 -8,425 $2,599
     DIA8,875-8,425$2,599
VALERO ENERGY CORP NEW COM 26,000 UNCH $2,178
     VLO26,000UNCH$2,178
ISHARES EUROPE ETF (IEV) 46,479 -33,836 $2,174
     IEV46,479-33,836$2,174
SPDR S&P MIDCAP 400 ETF TR UNI (MDY) 5,469 -2,865 $2,072
     MDY5,469-2,865$2,072
WISDOMTREE EUROPE HEDGED EQTY 28,343 -15,592 $2,008
     HEDJ28,343-15,592$2,008
COHEN & STEERS LOW DUR PREF AN      $1,929
     ETF188,203+188,203$1,929
VANGUARD FTSE EMERGING MARKETS (VWO) 43,639 -17,035 $1,901
     VWO43,639-17,035$1,901
ISHARES MSCI EAFE ETF (EFA) 25,289 -16,085 $1,756
     EFA25,289-16,085$1,756
ISHARES RUSSELL 2000 ETF (IWM) 9,918 -8,020 $1,659
     IWM9,918-8,020$1,659
ISHARES RUSSELL 1000 GROWTH ET (IWF) 8,192 -8,285 $1,527
     IWF8,192-8,285$1,527
ISHARES MSCI EMERGING MARKETS (EEM) 33,641 -9,825 $1,478
     EEM33,641-9,825$1,478
SPDR S&P GLOBAL DIVIDEND ETF (WDIV) 19,809 -6,715 $1,412
     WDIV19,809-6,715$1,412
APPLE INC 4,095 -1,516 $1,316
     AAPL4,095-1,516$1,316
VANGUARD INDEX FDS VANGUARD SM (VBR) 9,494 UNCH $1,304
     VBR9,494UNCH$1,304
WISDOMTREE JAPAN HEDGED EQUITY 19,901 -14,113 $1,077
     DXJ19,901-14,113$1,077
WISDOMTREE US SMALLCAP DIVIDEN 38,146 -29,310 $1,061
     DES38,146-29,310$1,061
VIRTUS GF U.S. SMALL CAP FOCUS      $1,054
     ETF44,354+10,400$1,054
A T & T INC 27,745 -22,608 $1,049
     T27,745-22,608$1,049
PEPSICO INC 6,982 -1,349 $1,008
     PEP6,982-1,349$1,008
VANGUARD FTSE EUROPE ETF (VGK) 17,244 -1,120 $1,006
     VGK17,244-1,120$1,006
CREDIT SUISSE AG NASSAU BRH VE 100,000 +30,000 $1,000
     COM100,000+30,000$1,000
EMQQ EMRNG MKT INTRNT ECMRC ET 26,095 -19,663 $967
     EMQQ26,095-19,663$967
FIRST TR NASDAQ 100 TECHNOLOGY (QTEC) 7,845 -7,185 $829
     QTEC7,845-7,185$829
BRISTOL MYERS SQUIBB 12,360 -2,796 $811
     BMY12,360-2,796$811
VERIZON COMMUNICATN 13,452 -15,291 $795
     VZ13,452-15,291$795
ISHARES MSCI CANADA ETF (EWC) 24,716 -15,969 $747
     EWC24,716-15,969$747
ALTRIA GROUP INC 15,855 -16,052 $734
     MO15,855-16,052$734
DUKE ENERGY CORP 6,980 -8,715 $678
     DUK6,980-8,715$678
ISHARES TR RUSSELL 3000 ETF (IWV) 3,355 -1,735 $654
     IWV3,355-1,735$654
DFA INTERNATIONAL SOCIAL CORE      $645
     ETF49,408+7,017$645
IBM CORP 3,948 -4,896 $617
     IBM3,948-4,896$617
ENBRIDGE INC F 14,725 -20,742 $616
     ENB14,725-20,742$616
ISHARES EDGE MSCI MIN VOL USA (USMV) 8,908 UNCH $610
     USMV8,908UNCH$610
TOTAL S A F SPONSORED ADR 1 AD 11,830 -22,345 $592
     TOT11,830-22,345$592
J P MORGAN CHASE & CO 4,235 -2,168 $583
     JPM4,235-2,168$583
TORONTO DOMINION BK F 10,139 -16,342 $574
     TD10,139-16,342$574
BERKSHIRE HATHAWAY CLASS B      $568
     BRK.B2,484-801$568
PFIZER INC 14,764 -22,635 $564
     PFE14,764-22,635$564
ALIBABA GROUP HOLDING F SPONSO 2,328 -1,130 $513
     BABA2,328-1,130$513
ENTERPRISE PRODS PART LP 19,188 -27,106 $505
     EPD19,188-27,106$505
USAA INTERNATIONAL FUND      $504
     ETF19,750+13,916$504
DFA U.S. SOCIAL CORE EQUITY 2      $488
     ETF27,203-3,989$488
VANECK VECTORS RUSSIA ETF (RSX) 18,430 -12,380 $469
     RSX18,430-12,380$469
AMAZON.COM INC 225 -97 $459
     AMZN225-97$459
CVS HEALTH CORP 6,414 -2,796 $452
     CVS6,414-2,796$452

See Full List: All Stocks Held By Intercontinental Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Intercontinental Wealth Advisors LLC

Size ($ in 1000's)
At 12/31/2019: $119,972
At 09/30/2019: $162,638

Intercontinental Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Intercontinental Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

Intercontinental Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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