HoldingsChannel.com
Intercontinental Wealth Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF (SPY) 103,577 -4,061 $30,348
     SPY103,577-4,061$30,348
INVESCO QQQ TR UNIT SER 1 147,896 -2,305 $27,618
     QQQ147,896-2,305$27,618
SPDR DOW JONES INDL AVERAGE ET (DIA) 37,060 -4,225 $9,852
     DIA37,060-4,225$9,852
ISHARES TR MSCI ACWI ETF (ACWI) 126,016 +1,738 $9,289
     ACWI126,016+1,738$9,289
WISDOMTREE EUROPE HEDGED EQTY 83,092 -29,282 $5,498
     HEDJ83,092-29,282$5,498
ISHARES TR RUSSELL 2000 ETF (IWM) 28,215 -1,685 $4,387
     IWM28,215-1,685$4,387
WISDOMTREE JAPAN HEDGED EQUITY 85,919 -24,761 $4,184
     DXJ85,919-24,761$4,184
ISHARES INC MSCI JAPAN ETF NEW (EWJ) 62,564 +10,028 $3,415
     EWJ62,564+10,028$3,415
ISHARES TR RUSSELL 1000 GROWTH (IWF) 21,672 -2,510 $3,410
     IWF21,672-2,510$3,410
DIMENSIONAL GLOBAL CORE EQUITY      $3,240
     ETF160,064+12,415$3,240
SPDR S&P MIDCAP 400 ETF TR UNI (MDY) 8,593 -287 $3,047
     MDY8,593-287$3,047
ISHARES TR MSCI EAFE ETF (EFA) 44,288 -5,651 $2,911
     EFA44,288-5,651$2,911
VANGUARD INTL EQUITY INDEX FDS (VWO) 63,715 -3,765 $2,710
     VWO63,715-3,765$2,710
COHEN & STEERS LOW DUR PREF AN      $2,595
     ETF259,804+259,804$2,595
ISHARES EUROPE ETF (IEV) 47,227 +17,920 $2,081
     IEV47,227+17,920$2,081
TOTAL S A SPONSORED ADR 34,637 -350 $1,932
     TOT34,637-350$1,932
ISHARES TR MSCI EMERGING MKTS (EEM) 44,885 +944 $1,926
     EEM44,885+944$1,926
WISDOMTREE US SMALLCAP DIVIDEN 67,841 UNCH $1,839
     DES67,841UNCH$1,839
SPDR S&P GLOBAL DIVIDEND ETF (WDIV) 26,472 +4,360 $1,787
     WDIV26,472+4,360$1,787
PFIZER INC COM 38,311 -3,268 $1,660
     PFE38,311-3,268$1,660
AT&T INC COM 49,281 -1,474 $1,651
     T49,281-1,474$1,651
VERIZON COMMUNICATIONS INC COM 28,737 -2,824 $1,642
     VZ28,737-2,824$1,642
TORONTO DOMINION BK ONT COM NE 27,147 -2,667 $1,584
     TD27,147-2,667$1,584
SPDR SER TR S&P DIVID ETF (SDY) 15,573 -1,466 $1,571
     SDY15,573-1,466$1,571
EMQQ EMRNG MKT INTRNT ECMRC ET 48,721 -4,891 $1,564
     EMQQ48,721-4,891$1,564
APPLE INC COM 7,433 -3,089 $1,471
     AAPL7,433-3,089$1,471
ALTRIA GROUP INC COM 29,488 -2,472 $1,396
     MO29,488-2,472$1,396
DUKE ENERGY CORP NEW COM NEW 15,789 -927 $1,393
     DUK15,789-927$1,393
ENTERPRISE PRODS PARTNERS L P 46,209 -5,375 $1,334
     EPD46,209-5,375$1,334
ENBRIDGE INC COM 36,108 -4,046 $1,303
     ENB36,108-4,046$1,303
VANGUARD INDEX FDS VANGUARD SM (VBR) 9,494 +1,000 $1,239
     VBR9,494+1,000$1,239
INTERNATIONAL BUSINESS MACHS C 8,920 -131 $1,230
     IBM8,920-131$1,230
ISHARES INC MSCI CDA ETF (EWC) 40,685 -359 $1,164
     EWC40,685-359$1,164
PEPSICO INC COM 8,328 +3 $1,092
     PEP8,328+3$1,092
CREDIT SUISSE AG NASSAU BRH VE 70,000 +70,000 $1,050
     COM70,000+70,000$1,050
BERKSHIRE HATHAWAY INC DEL CL      $1,005
     BRK.B4,715-3,360$1,005
ISHARES TR MSCI INDIA ETF (INDA) 26,820 -266 $947
     INDA26,820-266$947
ISHARES TR CORE S&P 500 ETF (IVV) 3,191 -100 $941
     IVV3,191-100$941
LENNAR CORP CL A      $929
     LEN18,863+18,863$914
     LEN.B377+377$15
VANGUARD INTL EQUITY INDEX FDS (VGK) 15,912 -1,335 $874
     VGK15,912-1,335$874
FIRST TR NASDAQ 100 TECHNOLOGY (QTEC) 8,990 -6,935 $769
     QTEC8,990-6,935$769
ISHS CR MSCI EM ACCUM PTG SHS      $748
     ETF26,450UNCH$748
VANECK VECTORS ETF TR RUSSIA E (RSX) 30,810 -265 $728
     RSX30,810-265$728
VANGUARD INTL EQUITY INDEX FDS (VT) 9,550 -1,070 $718
     VT9,550-1,070$718
BRISTOL MYERS SQUIBB CO COM 15,326 -937 $695
     BMY15,326-937$695
VIRTUS GF U.S. SMALL CAP FOCUS      $695
     ETF32,050+32,050$695
JP MORGAN CHASE & CO COM ISIN      $682
     JPM5,747+10$643
     JPM.PRE1,500UNCH$39
AMAZON COM INC 312 +76 $591
     AMZN312+76$591
CVS HEALTH CORP COM 10,419 -677 $568
     CVS10,419-677$568
ALIBABA GROUP HLDG LTD SPONSOR 3,302 +444 $560
     BABA3,302+444$560

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 06/30/2019: $193,638
At 03/31/2019: $201,672

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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