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Home > Institutional Investor > Intercontinental Wealth Advisors, Llc > Profile

Instuitional Investor - Intercontinental Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Intercontinental Wealth Advisors, Llc
Portfolio Value $418,865,734
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 95,724 $42,432,406 10.13%
2.
Invesco Qqq Tr
 74,358 $27,469,434 6.55%
3.
Apple Inc.
 AAPL 99,528 $19,305,441 4.6%
4.
Berkshire Hathaway Inc
 BRK.A 44,274 $15,097,434 3.6%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 34,600 $11,897,210 2.84%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)