INTERCONTINENTAL WEALTH ADVISORS, LLC Top Holdings.
HTTP://WWW.INTERCONTL.COM
• SAN ANTONIO, TX
Intercontinental Wealth Advisors is based out of San Antonio.
Intercontinental Wealth Advisors is a large advisory firm with More than 100 clients and discretionary assets under management (AUM) of $762,926,886 (Form ADV from 2017-03-31).
Their last reported 13F filing for Q2 2017 included $155,620,000 in managed 13F securities and a top 10 holdings concentration of 45.59%.
Intercontinental Wealth Advisors’s largest holding is SPDR S&P 500 ETF Index Depositary Receipts with shares held of 83,970.
https://whalewisdom.com/filer/intercontinental-wealth-advisors-llc