HoldingsChannel.com
Intercontinental Wealth Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF (SPY) 82,192 -21,385 $24,392
     SPY82,192-21,385$24,392
INVESCO QQQ TR UNIT SER 1 51,681 -96,215 $9,758
     QQQ51,681-96,215$9,758
ISHARES TR MSCI ACWI ETF (ACWI) 125,546 -470 $9,259
     ACWI125,546-470$9,259
ISHARES INC MSCI JAPAN ETF NEW (EWJ) 86,834 +24,270 $4,927
     EWJ86,834+24,270$4,927
SPDR DOW JONES INDL AVERAGE ET (DIA) 17,300 -19,760 $4,657
     DIA17,300-19,760$4,657
ISHARES EUROPE ETF (IEV) 80,315 +33,088 $3,475
     IEV80,315+33,088$3,475
DIMENSIONAL GLOBAL CORE EQUITY      $3,282
     ETF161,190+1,126$3,282
WISDOMTREE EUROPE HEDGED EQTY 43,935 -39,157 $2,956
     HEDJ43,935-39,157$2,956
SPDR S&P MIDCAP 400 ETF TR UNI (MDY) 8,334 -259 $2,937
     MDY8,334-259$2,937
ISHARES TR RUSSELL 2000 ETF (IWM) 17,938 -10,277 $2,715
     IWM17,938-10,277$2,715
ISHARES TR MSCI EAFE ETF (EFA) 41,374 -2,914 $2,698
     EFA41,374-2,914$2,698
COHEN & STEERS LOW DUR PREF AN      $2,644
     ETF262,517+2,713$2,644
ISHARES TR RUSSELL 1000 GROWTH (IWF) 16,477 -5,195 $2,630
     IWF16,477-5,195$2,630
VANGUARD INTL EQUITY INDEX FDS (VWO) 60,674 -3,041 $2,443
     VWO60,674-3,041$2,443
VALERO ENERGY CORP NEW COM 26,000 +26,000 $2,216
     VLO26,000+26,000$2,216
A T & T INC 50,353 +1,072 $1,905
     T50,353+1,072$1,905
WISDOMTREE US SMALLCAP DIVIDEN 67,456 -385 $1,846
     DES67,456-385$1,846
SPDR S&P GLOBAL DIVIDEND ETF (WDIV) 26,524 +52 $1,791
     WDIV26,524+52$1,791
TOTAL S A F SPONSORED ADR 1 AD 34,175 -462 $1,777
     TOT34,175-462$1,777
ISHARES TR MSCI EMERGING MKTS (EEM) 43,466 -1,419 $1,776
     EEM43,466-1,419$1,776
VERIZON COMMUNICATN 28,743 +6 $1,735
     VZ28,743+6$1,735
WISDOMTREE JAPAN HEDGED EQUITY 34,014 -51,905 $1,716
     DXJ34,014-51,905$1,716
TORONTO DOMINION BK ONT COM NE 26,481 -666 $1,543
     TD26,481-666$1,543
DUKE ENERGY CORP NEW COM NEW 15,695 -94 $1,505
     DUK15,695-94$1,505
EMQQ EMRNG MKT INTRNT ECMRC ET 45,758 -2,963 $1,428
     EMQQ45,758-2,963$1,428
PFIZER INC COM 37,399 -912 $1,344
     PFE37,399-912$1,344
ENTERPRISE PRODS PARTNERS L P 46,294 +85 $1,323
     EPD46,294+85$1,323
FIRST TR NASDAQ 100 TECHNOLOGY (QTEC) 15,030 +6,040 $1,316
     QTEC15,030+6,040$1,316
ALTRIA GROUP INC 31,907 +2,419 $1,305
     MO31,907+2,419$1,305
INTERNATIONAL BUSINESS MACHS C 8,844 -76 $1,286
     IBM8,844-76$1,286
APPLE INC 5,611 -1,822 $1,257
     AAPL5,611-1,822$1,257
ENBRIDGE INC COM 35,467 -641 $1,244
     ENB35,467-641$1,244
VANGUARD INDEX FDS VANGUARD SM (VBR) 9,494 UNCH $1,223
     VBR9,494UNCH$1,223
ISHARES INC MSCI CDA ETF (EWC) 40,685 UNCH $1,176
     EWC40,685UNCH$1,176
PEPSICO INC COM 8,331 +3 $1,142
     PEP8,331+3$1,142
VANGUARD FTSE EUROPE ETF (VGK) 18,364 +2,452 $984
     VGK18,364+2,452$984
ISHARES CORE S&P 500 ETF (IVV) 3,091 -100 $923
     IVV3,091-100$923
ISHARES TR MSCI INDIA ETF (INDA) 26,820 UNCH $900
     INDA26,820UNCH$900
ISHARES TR RUSSELL 3000 ETF (IWV) 5,090 +4,475 $884
     IWV5,090+4,475$884
CREDIT SUISSE AG NASSAU BRH VE 70,000 UNCH $838
     COM70,000UNCH$838
SPDR SER TR S&P DIVID ETF (SDY) 7,654 -7,919 $785
     SDY7,654-7,919$785
BRISTOL MYERS SQUIBB 15,156 -170 $769
     BMY15,156-170$769
VIRTUS GF U.S. SMALL CAP FOCUS      $765
     ETF33,954+1,904$765
J P MORGAN CHASE & CO 6,403 -844 $754
     JPM6,403+656$754
VANGUARD INTL EQUITY INDEX FDS (VT) 9,550 UNCH $715
     VT9,550UNCH$715
ISHS CR MSCI EM ACCUM PTG SHS      $714
     ETF26,450UNCH$714
VANECK VECTORS ETF TR RUSSIA E (RSX) 30,810 UNCH $703
     RSX30,810UNCH$703
BERKSHIRE HATHAWAY CLASS B      $683
     BRK.B3,285-1,430$683
TAIWAN SEMICONDUCTR F SPONSORE 13,700 -294 $637
     TSM13,700-294$637
ISHARES MSCI BRAZIL ETF (EWZ) 15,016 +14,791 $633
     EWZ15,016+14,791$633

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 09/30/2019: $162,638
At 06/30/2019: $193,638

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.