$200 Million is the total value of Intercontinental Wealth Advisors, LLC's 142 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 20.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TR TR UNITetf | $33,139,000 | +12.5% | 113,989 | +5.0% | 16.61% | +1.4% |
| QQQ | Buy | INVESCO QQQ TR UNIT SER 1etf | $33,061,000 | +18.6% | 177,947 | +9.6% | 16.57% | +6.9% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGE ETetf | $9,858,000 | +19.8% | 37,285 | +10.0% | 4.94% | +8.1% |
| HEDJ | Sell | WISDOMTREE TR EUROPE HEDGED EQ | $7,966,000 | -2.4% | 126,008 | -2.6% | 3.99% | -12.0% |
| DXJ | Buy | WISDOMTREE TR JAPAN HEDGED EQUetf | $7,161,000 | +9.1% | 123,573 | +1.6% | 3.59% | -1.6% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TR UNIetf | $4,359,000 | +2.4% | 11,862 | -1.0% | 2.18% | -7.6% |
| EWJ | Buy | ISHARES INC MSCI JAPAN ETF NEWetf | $3,560,000 | +6.8% | 59,109 | +2.7% | 1.78% | -3.7% |
| IWM | Buy | ISHARES TR RUSSELL 2000 ETFetf | $3,492,000 | +14.5% | 20,716 | +11.2% | 1.75% | +3.2% |
| TQQQ | Sell | PROSHARES TR ULTRAPRO QQQ | $3,208,000 | +22.9% | 45,095 | -1.3% | 1.61% | +10.9% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX FDSetf | $3,065,000 | -7.0% | 74,760 | -4.3% | 1.54% | -16.2% |
| IWF | Buy | ISHARES TR RUSSELL 1000 GROWTHetf | $2,841,000 | +29.0% | 18,212 | +18.9% | 1.42% | +16.3% |
| EFA | Buy | ISHARES TR MSCI EAFE ETFetf | $2,782,000 | +4.0% | 40,916 | +2.5% | 1.39% | -6.3% |
| Buy | COHEN & STEERS LOW DURATION PRetf | $2,721,000 | +26.3% | 274,263 | +26.3% | 1.36% | +14.0% | |
| TTE | Buy | TOTAL S A SPONSORED ADR | $2,487,000 | +9.6% | 38,630 | +3.1% | 1.25% | -1.2% |
| Buy | DIMENSIONAL GLOBAL CORE EQUITYetf | $2,469,000 | +80.0% | 120,144 | +72.7% | 1.24% | +62.3% | |
| UPRO | Sell | PROSHARES TR PROSHARES ULTRAPR | $2,352,000 | +12.5% | 41,075 | -7.8% | 1.18% | +1.6% |
| MO | Sell | ALTRIA GROUP INC | $2,218,000 | +1.8% | 36,785 | -4.1% | 1.11% | -8.1% |
| EEM | ISHARES TR MSCI EMERGING MKTSetf | $2,192,000 | -0.9% | 51,073 | 0.0% | 1.10% | -10.7% | |
| DES | WISDOMTREE TR U S SMALLCAP DIV | $2,162,000 | +0.2% | 72,754 | 0.0% | 1.08% | -9.6% | |
| AAPL | Buy | APPLE INC COM | $2,122,000 | +38.6% | 9,398 | +13.6% | 1.06% | +24.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $2,093,000 | +0.3% | 39,202 | -5.4% | 1.05% | -9.5% |
| PFE | Sell | PFIZER INC | $2,061,000 | -0.6% | 46,776 | -18.2% | 1.03% | -10.4% |
| TD | Sell | TORONTO-DOMINION BANK | $2,032,000 | +0.4% | 33,415 | -4.5% | 1.02% | -9.5% |
| EMQQ | Buy | EXCHANGE TRADED CONCEPTS TR EM | $1,982,000 | +2.6% | 61,828 | +17.5% | 0.99% | -7.5% |
| T | Sell | AT&T INC | $1,867,000 | +3.8% | 55,600 | -0.7% | 0.94% | -6.4% |
| SDY | Sell | SPDR SER TR S&P DIVID ETF | $1,742,000 | +1.3% | 17,792 | -4.1% | 0.87% | -8.6% |
| IEV | Sell | ISHARES TR EUROPE ETFetf | $1,665,000 | +0.5% | 36,948 | -0.2% | 0.83% | -9.3% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L P | $1,657,000 | -1.7% | 57,677 | -5.3% | 0.83% | -11.4% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC-CL B | $1,550,000 | +42.6% | 7,239 | +24.3% | 0.78% | +28.6% |
| DUK | Sell | DUKE ENERGY CORP | $1,494,000 | -6.9% | 18,673 | -7.9% | 0.75% | -15.9% |
| IBM | Sell | INTL BUSINESS MACHINES CORP | $1,471,000 | -0.4% | 9,726 | -8.0% | 0.74% | -10.2% |
| ENB | Sell | ENBRIDGE INC | $1,420,000 | -15.0% | 43,987 | -6.1% | 0.71% | -23.4% |
| WDIV | Buy | SPDR INDEX SHS FDS S&P GLOBAL | $1,323,000 | +26.8% | 19,496 | +25.9% | 0.66% | +14.3% |
| VBR | VANGUARD INDEX FDS VANGUARD SM | $1,202,000 | +2.6% | 8,622 | 0.0% | 0.60% | -7.5% | |
| VGK | Sell | VANGUARD INTL EQUITY INDEX FDSetf | $1,196,000 | -15.2% | 21,267 | -15.4% | 0.60% | -23.6% |
| BMY | BRISTOL MYERS SQUIBB CO COM | $1,175,000 | +12.1% | 18,929 | 0.0% | 0.59% | +1.2% | |
| INDA | Sell | ISHARES TR MSCI INDIA ETF | $1,043,000 | -3.2% | 32,114 | -0.8% | 0.52% | -12.7% |
| IVV | ISHARES TR CORE S&P 500 ETFetf | $993,000 | +7.2% | 3,391 | 0.0% | 0.50% | -3.3% | |
| PEP | Buy | PEPSICO INC COM | $899,000 | +2.9% | 8,040 | +0.2% | 0.45% | -7.2% |
| EWC | Buy | ISHARES INC MSCI CDA ETFetf | $876,000 | +1.3% | 30,433 | +0.4% | 0.44% | -8.7% |
| RSX | Sell | VANECK VECTORS ETF TR RUSSIA E | $872,000 | -1.4% | 40,467 | -2.8% | 0.44% | -11.0% |
| MCHI | Sell | ISHARES TR MSCI CHINA ETFetf | $852,000 | -9.0% | 14,229 | -1.8% | 0.43% | -17.9% |
| EPOL | Buy | ISHARES TR MSCI POLAND ETFetf | $843,000 | +11.4% | 35,318 | +1.7% | 0.42% | +0.2% |
| VANGUARD FUNDS PLC S&P 500 UCI | $797,000 | +6.0% | 14,417 | 0.0% | 0.40% | -4.5% | ||
| GREK | Sell | GLOBAL X MSCI GREECE ETF | $749,000 | -11.4% | 90,305 | -2.4% | 0.38% | -20.2% |
| ISHS CR MSCI EM ACCUM PTG SHSetf | $733,000 | -1.2% | 26,450 | 0.0% | 0.37% | -10.9% | ||
| WFC | Buy | WELLS FARGO & CO | $716,000 | -3.6% | 13,618 | +1.6% | 0.36% | -13.1% |
| IJT | Sell | ISHARES TR S&P SMALL-CAP 600 Getf | $700,000 | +4.9% | 3,468 | -1.8% | 0.35% | -5.4% |
| VLO | VALERO ENERGY CORP NEW COM | $657,000 | +2.7% | 5,777 | 0.0% | 0.33% | -7.6% | |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG CO SPadr | $651,000 | +25.0% | 14,739 | +3.4% | 0.33% | +12.4% |
| C | Buy | CITIGROUP INC COM NEW ISIN#US1 | $648,000 | +7.3% | 9,034 | +0.1% | 0.32% | -3.3% |
| ISHARES III PLC S&P SMALLCAP 6 | $616,000 | +2.7% | 8,750 | 0.0% | 0.31% | -7.2% | ||
| XOM | Buy | EXXON MOBIL CORP COM | $610,000 | +10.7% | 7,170 | +7.6% | 0.31% | 0.0% |
| DGS | Sell | WISDOMTREE TR EMERGING MKTS SMetf | $573,000 | -7.1% | 12,544 | -3.0% | 0.29% | -16.3% |
| LLY | Sell | LILLY ELI & CO COM | $565,000 | +25.8% | 5,264 | -0.0% | 0.28% | +13.2% |
| MSFT | Sell | MICROSOFT CORP | $551,000 | -10.7% | 4,818 | -23.1% | 0.28% | -19.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $533,000 | +66.0% | 4,725 | +53.2% | 0.27% | +50.0% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD TRetf | $527,000 | +2.7% | 4,937 | -1.9% | 0.26% | -7.4% |
| EUSC | WISDOMTREE TR EUROPE HEDGED SM | $524,000 | +0.8% | 17,302 | 0.0% | 0.26% | -9.0% | |
| ICLR | Buy | ICON PLC LTD SHS ISIN#IE000571 | $515,000 | +20.9% | 3,351 | +4.3% | 0.26% | +8.9% |
| USMV | New | ISHARES TR MSCI USA MINIMUM VOetf | $508,000 | – | 8,908 | +100.0% | 0.26% | – |
| CSCO | CISCO SYSTEMS INC | $487,000 | +13.0% | 10,013 | 0.0% | 0.24% | +1.7% | |
| MSBHY | Buy | MITSUBISHI CORP SPONSORED ADRadr | $477,000 | +16.3% | 7,737 | +4.7% | 0.24% | +4.8% |
| FYT | Sell | FIRST TR EXCHANGE-TRADED ALPHA | $477,000 | -3.6% | 12,310 | -4.3% | 0.24% | -13.1% |
| DIM | WISDOMTREE TR INTL MIDCAP DIVIetf | $469,000 | +0.4% | 7,153 | 0.0% | 0.24% | -9.6% | |
| AMZN | Buy | AMAZON.COM INC | $467,000 | +78.2% | 233 | +51.3% | 0.23% | +60.3% |
| MOMO | Buy | MOMO INC ADR ISIN#US60879B1070adr | $454,000 | +52.9% | 10,370 | +51.9% | 0.23% | +38.2% |
| WTKWY | Buy | WOLTERS KLUWER N V SPON ADRadr | $454,000 | +16.1% | 7,277 | +4.5% | 0.23% | +5.1% |
| SKM | Buy | SK TELECOM LTD SPONSORED ADR I | $447,000 | +25.6% | 16,033 | +5.0% | 0.22% | +13.1% |
| GOOGL | Sell | ALPHABET INC/CA-CL A | $444,000 | +5.2% | 368 | -1.6% | 0.22% | -5.1% |
| DEO | Buy | DIAGEO PLC SPONSORED ADR NEW Iadr | $438,000 | +17.1% | 3,094 | +19.2% | 0.22% | +5.8% |
| UNP | UNION PAC CORP COM | $433,000 | +14.9% | 2,660 | 0.0% | 0.22% | +3.3% | |
| BABA | Buy | ALIBABA GROUP HOLDING-SP ADRadr | $421,000 | -11.0% | 2,556 | +0.3% | 0.21% | -19.8% |
| CLPHY | Buy | CLP HOLDINGS LTD SPONSORED ADRadr | $415,000 | +14.3% | 35,321 | +4.9% | 0.21% | +3.0% |
| GIB | Buy | CGI GROUP INC | $410,000 | +7.0% | 6,357 | +5.0% | 0.20% | -3.8% |
| LRLCY | Buy | LOREAL CO ADR ISIN#US502117203adr | $402,000 | +3.1% | 8,354 | +5.4% | 0.20% | -7.4% |
| New | LORD ABBETT FLOATING RATE FUNDetf | $401,000 | – | 40,229 | +100.0% | 0.20% | – | |
| SAP | Buy | SAP AE SPONSORED ADR ISIN#US80 | $383,000 | +12.3% | 3,117 | +5.7% | 0.19% | +1.1% |
| PHG | Buy | KONINKLIJKE PHILIPS N V ISIN#Uadr | $380,000 | +14.1% | 8,342 | +5.8% | 0.19% | +2.7% |
| MITSY | Buy | MITSUI & CO LTD ADR ISIN#US606adr | $367,000 | +13.3% | 1,033 | +6.2% | 0.18% | +2.2% |
| FMS | Buy | FRESENIUS MED CARE AKTIENGESELadr | $362,000 | +78.3% | 7,035 | +74.2% | 0.18% | +60.2% |
| CVX | Buy | CHEVRON CORP NEW COM | $359,000 | +0.8% | 2,939 | +4.5% | 0.18% | -9.1% |
| XLP | SELECT SECTOR SPDR TR CONSUMERetf | $359,000 | +4.7% | 6,650 | 0.0% | 0.18% | -5.8% | |
| QCOM | Sell | QUALCOMM INC | $353,000 | +27.9% | 4,907 | -0.1% | 0.18% | +15.7% |
| CHKP | Buy | CHECK POINT SOFTWARE TECHNOLOGadr | $354,000 | +27.8% | 3,012 | +6.1% | 0.18% | +14.9% |
| FTS | New | FORTIS INC COM ISIN#CA34955310 | $348,000 | – | 10,743 | +100.0% | 0.17% | – |
| TM | Buy | TOYOTA MTR CO SPON ADR | $347,000 | +2.7% | 2,788 | +6.1% | 0.17% | -7.4% |
| RY | Buy | ROYAL BK CDA MONTREAL QUE ISIN | $345,000 | +13.1% | 4,305 | +6.2% | 0.17% | +1.8% |
| ACGBY | Buy | AGRICULTURE BK CHINA LTD ADR Iadr | $343,000 | +12.1% | 27,983 | +6.5% | 0.17% | +1.2% |
| IDCBY | Buy | INDL & COMM BK CHINA ADR ISIN# | $339,000 | +4.3% | 23,289 | +6.4% | 0.17% | -6.1% |
| RELX | New | RELX PLC SPONSORED ADRadr | $340,000 | – | 16,243 | +100.0% | 0.17% | – |
| HON | Buy | HONEYWELL INTL INC COM | $338,000 | +17.4% | 2,030 | +1.5% | 0.17% | +5.6% |
| CICHY | Buy | CHINA CONSTR BK CORP ADRadr | $337,000 | +1.2% | 19,345 | +6.3% | 0.17% | -8.6% |
| INTC | INTEL CORP COM | $337,000 | -4.8% | 7,126 | 0.0% | 0.17% | -14.2% | |
| IBDRY | Buy | IBERDROLA S A SPONSORED ADR REadr | $335,000 | +1.2% | 11,408 | +6.2% | 0.17% | -8.7% |
| VCISY | Buy | VINCI S A ADRadr | $334,000 | +5.4% | 14,070 | +6.4% | 0.17% | -5.1% |
| IJH | ISHARES TR CORE S&P MID-CAP ETetf | $334,000 | +3.4% | 1,658 | 0.0% | 0.17% | -7.2% | |
| OSB | Buy | NORBORD INC COM NEW ISIN#CA655 | $325,000 | +11.7% | 9,810 | +38.5% | 0.16% | +0.6% |
| OMC | Buy | OMNICOM GROUP INC COM | $305,000 | -10.3% | 4,485 | +0.5% | 0.15% | -19.0% |
| SUHJY | Buy | SUN HUNG KAI PPTYS LTD ADR NEWadr | $303,000 | +1.7% | 20,869 | +6.7% | 0.15% | -8.4% |
| TYIDY | Buy | TOYOTA INDS CORP ADR ISIN#US89adr | $304,000 | +13.0% | 5,215 | +7.5% | 0.15% | +2.0% |
| PM | Sell | PHILIP MORRIS INTL INC COM | $298,000 | -1.0% | 3,649 | -2.0% | 0.15% | -10.8% |
| CMCSA | Buy | COMCAST CORP CL A | $295,000 | +9.3% | 8,327 | +1.0% | 0.15% | -1.3% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC C | $293,000 | +21.6% | 4,021 | +0.0% | 0.15% | +9.7% |
| FCAU | Buy | FIAT CHRYSLER AUTOMOBILES N V | $286,000 | +0.4% | 16,326 | +8.1% | 0.14% | -9.5% |
| IP | Sell | INTERNATIONAL PAPER CO COM | $279,000 | -5.7% | 5,682 | -0.2% | 0.14% | -14.6% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $274,000 | +17.6% | 1,982 | +3.2% | 0.14% | +6.2% |
| ABBV | Buy | ABBVIE INC COM | $268,000 | +1.9% | 2,835 | +0.0% | 0.13% | -8.2% |
| IJR | ISHARES TR CORE S&P SMALL-CAP | $262,000 | +4.8% | 3,000 | 0.0% | 0.13% | -5.8% | |
| GIS | Buy | GENERAL MILLS INC COM | $260,000 | +4.8% | 6,069 | +8.5% | 0.13% | -5.8% |
| SLB | Sell | SCHLUMBERGER LTD COM ISIN# AN8adr | $257,000 | -9.8% | 4,220 | -0.9% | 0.13% | -18.4% |
| PSX | Sell | PHILLIPS 66 COM | $256,000 | 0.0% | 2,274 | -0.1% | 0.13% | -9.9% |
| BA | Sell | BOEING CO COM | $254,000 | -27.8% | 683 | -34.9% | 0.13% | -35.2% |
| LMT | New | LOCKHEED MARTIN CORP COM | $243,000 | – | 703 | +100.0% | 0.12% | – |
| EMFM | GLOBAL X FDS GLOBAL X NEXT EME | $242,000 | +0.4% | 11,249 | 0.0% | 0.12% | -9.7% | |
| MET | METLIFE INC COM | $238,000 | +7.2% | 5,087 | 0.0% | 0.12% | -3.3% | |
| CVS | New | CVS HEALTH CORP COM | $238,000 | – | 3,028 | +100.0% | 0.12% | – |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $235,000 | +6.8% | 880 | 0.0% | 0.12% | -3.3% | |
| WPP | Buy | WPP PLC NEW ADR ISIN#US92937A1adr | $235,000 | +0.9% | 3,209 | +8.2% | 0.12% | -8.5% |
| IYF | ISHARES TR US FINANCIALS ETF I | $227,000 | +3.7% | 1,870 | 0.0% | 0.11% | -6.6% | |
| SRE | SEMPRA ENERGY COM | $226,000 | -2.2% | 1,986 | 0.0% | 0.11% | -11.7% | |
| ACB | New | AURORA CANNABIS INC COMadr | $221,000 | – | 22,981 | +100.0% | 0.11% | – |
| FB | New | FACEBOOK INC-A | $220,000 | – | 1,339 | +100.0% | 0.11% | – |
| VT | Sell | VANGUARD INTL EQUITY INDEX FDS | $219,000 | -27.7% | 2,890 | -30.1% | 0.11% | -34.5% |
| TRV | Sell | TRAVELERS COS INC COM | $217,000 | +4.8% | 1,675 | -1.2% | 0.11% | -5.2% |
| CAT | New | CATERPILLAR INC COM | $205,000 | – | 1,341 | +100.0% | 0.10% | – |
| UPS | New | UNITED PARCEL SVC INC CL B | $205,000 | – | 1,758 | +100.0% | 0.10% | – |
| New | COHEN & STEERS PREFERRED SECURetf | $199,000 | – | 14,771 | +100.0% | 0.10% | – | |
| GE | Buy | GENERAL ELECTRIC CO | $163,000 | -15.1% | 14,395 | +1.8% | 0.08% | -23.4% |
| SPRWF | New | SUPREME CANNABIS CO INC COM | $125,000 | – | 72,949 | +100.0% | 0.06% | – |
| New | CULLEN GLOBAL ENHANCED EQUITYetf | $116,000 | – | 11,605 | +100.0% | 0.06% | – | |
| ENEL SOCIETA PER AZIONI AZ ISI | $87,000 | -7.4% | 17,000 | 0.0% | 0.04% | -15.4% | ||
| HEXO | New | HEXO CORP COM ISIN#CA428304109 | $84,000 | – | 12,368 | +100.0% | 0.04% | – |
| SAN | BANCO SANTANDER SA ADR ISIN#USadr | $62,000 | -7.5% | 12,482 | 0.0% | 0.03% | -16.2% | |
| New | ORGANIGRAM HOLDINGS INC SHS | $60,000 | – | 11,366 | +100.0% | 0.03% | – | |
| New | FRANKLIN INCOME FUND ADVISOR Cetf | $55,000 | – | 24,051 | +100.0% | 0.03% | – | |
| MMNFF | New | MEDMEN ENTERPRISES INC CL B | $49,000 | – | 12,990 | +100.0% | 0.02% | – |
| SVM | SILVERCORP METALS INC COM ISIN | $25,000 | -7.4% | 10,000 | 0.0% | 0.01% | -13.3% | |
| CBWTF | New | AUXLY CANNIABIS GROUP INC | $21,000 | – | 24,362 | +100.0% | 0.01% | – |
| LBAS | LOCATION BASED TECHNOLOGIES IN | $5,000 | +150.0% | 1,082,330 | 0.0% | 0.00% | +200.0% | |
| NNA | NAVIOS MARITIME ACQUISITION CO | $5,000 | -16.7% | 10,000 | 0.0% | 0.00% | 0.0% | |
| GALORE RES INC COM ISIN#CA3640 | $0 | – | 10,000 | 0.0% | 0.00% | – | ||
| Exit | SAFRAN SA PARIS SHS ISIN#FR000 | $0 | – | -1,700 | -100.0% | -0.11% | – | |
| Exit | DB X-TRACKERS SICAV - DB X-TRA | $0 | – | -9,000 | -100.0% | -0.12% | – | |
| Exit | JP MORGAN GLOBAL HIGH YIELD BOetf | $0 | – | -2,380 | -100.0% | -0.12% | – | |
| SPLV | Exit | INVESCO EXCHANGE- TRADED FD TR | $0 | – | -4,700 | -100.0% | -0.12% | – |
| NFLX | Exit | NETFLIX INC COM | $0 | – | -575 | -100.0% | -0.12% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -6,600 | -100.0% | -0.16% | – |
| DVY | Exit | ISHARES TR SELECT DIVID ETF FDetf | $0 | – | -3,220 | -100.0% | -0.18% | – |
| RENX | Exit | RELX NV SPONSORED ADRadr | $0 | – | -15,330 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR TR UNIT | 31 | Q2 2023 | 21.2% |
| SPDR DOW JONES INDL AVRG ETF | 31 | Q2 2023 | 6.5% |
| WISDOMTREE TR EUROPE HEDGED EQ | 31 | Q2 2023 | 4.5% |
| APPLE INC COM | 31 | Q2 2023 | 4.6% |
| WISDOMTREE TR JAPAN HEDGED EQU | 31 | Q2 2023 | 4.8% |
| ISHARES MSCI JAPAN ETF | 31 | Q2 2023 | 3.1% |
| BERKSHIRE HATHAWAY INC DEL CL | 31 | Q2 2023 | 4.4% |
| ALTRIA GROUP INC COM | 31 | Q2 2023 | 3.4% |
| ISHARES TR RUSSELL 1000 GROWTH | 31 | Q2 2023 | 4.1% |
| PFIZER INC COM | 31 | Q2 2023 | 2.9% |
View Intercontinental Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-12 |
| 13F-HR | 2021-08-06 |
| 13F-HR | 2021-05-14 |
View Intercontinental Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.