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Institutional Investment Manager
INTERCONTINENTAL WEALTH ADVISORS, LLC
INTERCONTINENTAL WEALTH ADVISORS, LLC (CIK: 0001709698). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 155 holdings with a total value of $166,742,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 WISDOMTREE TR 75,321 4,731,000 2.84%
152 VIRTUS KAR SMALL- CAP VALUE FU 274,488 4,834,000 2.90%
153 SPDR DOW JONES INDL AVRG ETF 30,530 6,300,000 3.78%
154 POWERSHARES QQQ TRUST 62,681 8,298,000 4.98%
155 SPDR S&P 500 ETF TR 77,568 18,286,000 10.97%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001709698-18-000007, filed 2018.03.09).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.