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Intercontinental Wealth Advisors, LLC Buys PowerShares QQQ Trust Ser 1, Tesla Inc, ProShares ...

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·8 min read
In this article:
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Investment company Intercontinental Wealth Advisors, LLC (Current Portfolio) buys PowerShares QQQ Trust Ser 1, Tesla Inc, ProShares S&P 500 Dividend Aristocrats ETF, America Movil SAB de CV, Petroleo Brasileiro SA Petrobras, sells Lennar Corp, MFA Financial Inc, American Express Co, ONEOK Inc, iShares MSCI Chile ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Intercontinental Wealth Advisors, LLC. As of 2021Q4, Intercontinental Wealth Advisors, LLC owns 287 stocks with a total value of $474 million. These are the details of the buys and sells.

  • New Purchases: PBR, SCCO, PSIL, TECK, ANSS, DRIV, ROL, CCI, RIO, QLD, XLE, ALG, SBAC, DCT, FYT, PAVE,

  • Added Positions: QQQ, TSLA, NOBL, AMX, DIA, BABA, EFA, ZBRA, IEV, POOL, LESL, CRL, INTC, PG, TER, EFX, SMG, DIS, MSCI, CDW, ARKK, WDIV, COO, CPRT, NDSN, WRB, LII, THO, IBKR, LPLA, ALLE, MO, AZPN, CHE, PEP, FB, BFAM, XLF, VIAC, VALE, DUK, EXPO, JKHY, ELAN, BSY, IFRA, MMM, CHKP, HST, JPM, LOGI, NVDA, SAP, SBUX, TSM, EEM, JETS, BMY, GIB, C, GILD, JNJ, LMT, MRK, MSFT, RELX, RY, TDY, TU, FTS, ADX, V, BOTZ, ICLN, RSP, SDY, SPLG, SPYD, UDOW, UPRO, VUG, XLY, CB, BAC, BK, BDX, CI, DAR, VTRS, TXN, TM, USB, UNH, L, PSX, IAC, ABNB, FIVG, SCHV, SPYG, TRYP, VOO, XLP,

  • Reduced Positions: SPY, NFLX, LEN, ACWI, AXP, HLI, JD, AAPL, EMQQ, AMZN, ERX, RTX, SITE, MDY, NVO, MS, ORCL, HD, IVV, LUV, IWF, XOM, CSCO, CVX, PYPL, TTE, DGX, TSN, MGP, WIT, PM, PFE, ICLR, EWJ, DES, GOOGL, EPD, CAKE, TQQQ, AZTA, TRV, XOP, VWO, TMX, SCHE, KBE, IYW, IWN, ROAD, NIO, HEDJ, LNC, AIN, AMSWA, ANIK, TFC, BMI, BOH, BLK, CVS, GLW, FFIN, GGG, LSTR, LVS, ABBV, FIZZ, OMC, RLI, SYBT, SRE, T, UPS, VZ, WDFC, AWI, JBT, AVGO,

  • Sold Out: MFA, OKE, PHG, ECH, SBSW, VEDL, RDS.B, CMCSA, SNAP, VRM, KD,


For the details of Intercontinental Wealth Advisors, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/intercontinental+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Intercontinental Wealth Advisors, LLC

  1. S&P 500 ETF TRUST ETF (SPY) - 183,835 shares, 18.40% of the total portfolio. Shares reduced by 13.14%

  2. PowerShares QQQ Trust Ser 1 (QQQ) - 144,570 shares, 12.12% of the total portfolio. Shares added by 52.47%

  3. Netflix Inc (NFLX) - 27,065 shares, 3.44% of the total portfolio. Shares reduced by 12.36%

  4. iShares MSCI ACWI Index Fund (ACWI) - 136,402 shares, 3.04% of the total portfolio. Shares reduced by 8.09%

  5. Apple Inc (AAPL) - 77,204 shares, 2.89% of the total portfolio. Shares reduced by 3.17%

New Purchase: Petroleo Brasileiro SA Petrobras (PBR)

Intercontinental Wealth Advisors, LLC initiated holding in Petroleo Brasileiro SA Petrobras. The purchase prices were between $9.53 and $11.31, with an estimated average price of $10.56. The stock is now traded at around $13.560000. The impact to a portfolio due to this purchase was 0.15%. The holding were 63,162 shares as of 2021-12-31.

New Purchase: Southern Copper Corp (SCCO)

Intercontinental Wealth Advisors, LLC initiated holding in Southern Copper Corp. The purchase prices were between $56.2 and $66.21, with an estimated average price of $60.23. The stock is now traded at around $63.670000. The impact to a portfolio due to this purchase was 0.12%. The holding were 8,905 shares as of 2021-12-31.

New Purchase: AdvisorShares Psychedelics ETF (PSIL)

Intercontinental Wealth Advisors, LLC initiated holding in AdvisorShares Psychedelics ETF. The purchase prices were between $5.79 and $10.1, with an estimated average price of $7.99. The stock is now traded at around $4.824800. The impact to a portfolio due to this purchase was 0.12%. The holding were 96,002 shares as of 2021-12-31.

New Purchase: Teck Resources Ltd (TECK)

Intercontinental Wealth Advisors, LLC initiated holding in Teck Resources Ltd. The purchase prices were between $24.55 and $29.88, with an estimated average price of $27.48. The stock is now traded at around $34.160000. The impact to a portfolio due to this purchase was 0.1%. The holding were 15,926 shares as of 2021-12-31.

New Purchase: Ansys Inc (ANSS)

Intercontinental Wealth Advisors, LLC initiated holding in Ansys Inc. The purchase prices were between $334.99 and $411.22, with an estimated average price of $385.21. The stock is now traded at around $329.730000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,008 shares as of 2021-12-31.

New Purchase: Global X Autonomous & Electric Vehicles ETF (DRIV)

Intercontinental Wealth Advisors, LLC initiated holding in Global X Autonomous & Electric Vehicles ETF. The purchase prices were between $26.91 and $32.07, with an estimated average price of $30.04. The stock is now traded at around $27.780000. The impact to a portfolio due to this purchase was 0.07%. The holding were 10,962 shares as of 2021-12-31.

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Intercontinental Wealth Advisors, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 52.47%. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $355.130000. The impact to a portfolio due to this purchase was 4.17%. The holding were 144,570 shares as of 2021-12-31.

Added: Tesla Inc (TSLA)

Intercontinental Wealth Advisors, LLC added to a holding in Tesla Inc by 74.32%. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $907.340000. The impact to a portfolio due to this purchase was 0.49%. The holding were 5,104 shares as of 2021-12-31.

Added: ProShares S&P 500 Dividend Aristocrats ETF (NOBL)

Intercontinental Wealth Advisors, LLC added to a holding in ProShares S&P 500 Dividend Aristocrats ETF by 87.98%. The purchase prices were between $88.93 and $98.18, with an estimated average price of $94.45. The stock is now traded at around $93.470000. The impact to a portfolio due to this purchase was 0.2%. The holding were 20,213 shares as of 2021-12-31.

Added: America Movil SAB de CV (AMX)

Intercontinental Wealth Advisors, LLC added to a holding in America Movil SAB de CV by 111.25%. The purchase prices were between $17.07 and $21.14, with an estimated average price of $18.43. The stock is now traded at around $18.060000. The impact to a portfolio due to this purchase was 0.17%. The holding were 72,792 shares as of 2021-12-31.

Added: SPDR Dow Jones Industrial Average ETF (DIA)

Intercontinental Wealth Advisors, LLC added to a holding in SPDR Dow Jones Industrial Average ETF by 92.80%. The purchase prices were between $338.36 and $364.57, with an estimated average price of $354.28. The stock is now traded at around $350.900000. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,908 shares as of 2021-12-31.

Added: Alibaba Group Holding Ltd (BABA)

Intercontinental Wealth Advisors, LLC added to a holding in Alibaba Group Holding Ltd by 114.36%. The purchase prices were between $111.96 and $177.7, with an estimated average price of $145.1. The stock is now traded at around $114.820000. The impact to a portfolio due to this purchase was 0.13%. The holding were 10,062 shares as of 2021-12-31.

Sold Out: MFA Financial Inc (MFA)

Intercontinental Wealth Advisors, LLC sold out a holding in MFA Financial Inc. The sale prices were between $4.23 and $4.71, with an estimated average price of $4.55.

Sold Out: ONEOK Inc (OKE)

Intercontinental Wealth Advisors, LLC sold out a holding in ONEOK Inc. The sale prices were between $56.53 and $65.87, with an estimated average price of $62.05.

Sold Out: Koninklijke Philips NV (PHG)

Intercontinental Wealth Advisors, LLC sold out a holding in Koninklijke Philips NV. The sale prices were between $33.89 and $48.15, with an estimated average price of $40.97.

Sold Out: iShares MSCI Chile ETF (ECH)

Intercontinental Wealth Advisors, LLC sold out a holding in iShares MSCI Chile ETF. The sale prices were between $21.44 and $27.63, with an estimated average price of $24.29.

Sold Out: Sibanye Stillwater Ltd (SBSW)

Intercontinental Wealth Advisors, LLC sold out a holding in Sibanye Stillwater Ltd. The sale prices were between $11.51 and $15.41, with an estimated average price of $13.43.

Sold Out: Vedanta Ltd (VEDL)

Intercontinental Wealth Advisors, LLC sold out a holding in Vedanta Ltd. The sale prices were between $15.4 and $20.08, with an estimated average price of $16.85.



Here is the complete portfolio of Intercontinental Wealth Advisors, LLC. Also check out:

1. Intercontinental Wealth Advisors, LLC's Undervalued Stocks

2. Intercontinental Wealth Advisors, LLC's Top Growth Companies, and

3. Intercontinental Wealth Advisors, LLC's High Yield stocks

4. Stocks that Intercontinental Wealth Advisors, LLC keeps buyingThis article first appeared on GuruFocus.