Analyzing Intercontinental Wealth Advisors' Q3 vs Q4 2022 Holdings: Key Takeaways and Insights

2022 has been an eventful year for the global economy and especially for investors. From the pandemic's continued impact to a volatile market, investors have had to stay agile and adapt to ever-changing circumstances. Given that backdrop, it's worth examining how Intercontinental Wealth Advisors' holdings have shifted between Q3 and Q4 2022.

Here are some key takeaways and insights from an analysis of Intercontinental Wealth Advisors' latest 13F filings:

- SPDR S&P 500 ETF jumped to first place as the top holding, increasing 10.1% from 81,076 shares in Q3 to 91,696 shares in Q4, with a corresponding rise in value from $28,959,000 to $35,067,000. This shift underlines the growing popularity of passive investing and the trust in ETFs.

- On the other hand, INVESCO QQQ TR dropped from second place to fourth, decreasing 14.5% from 80,087 shares to 68,744 shares. The corresponding value of holdings also declined from $21,404,000 to $18,305,000. This shift shows that investors are reshuffling their portfolios, reflecting a revised outlook for tech stocks and possible regulatory pressure weighing on these companies.

- Berkshire Hathaway, INC DEL and SPDR Dow Jones Indl Average, retained third and fourth position, but there was a reversal of their ranks. Berkshire Hathaway decreased by 2.8%, while SPDR Dow Jones Indl Average increased by 7.7%. Excluding the change in position, both stocks had a small decline in value of holdings.

- The biggest percentage change belonged to ARK ETF TR, which plunged from first place to eleventh, with a massive dip of 20% in holdings. The corresponding decrease in value was significant, falling from $5,054,000 to $4,043,000. This shift appears to suggest a rotation out of high growth stocks to less volatile options such as the S&P 500 ETF or more established tech giants like Apple.

- While it was by no means the highest-valued holding, Fibrogen INC was notable because its Q4 shareholding remained constant at 191,300 shares from Q3, in contrast to most of other stocks' holdings shrinking. It led to a 23.1% increase in value from $2489,000 to $3064,000, showing that this niche medical market might be offering ample opportunities for investors.

- Finally, NVIDIA CORPORATION was the biggest loser, falling from twenty-fourth place in Q3 to forty-sixth place in Q4, with a decline of 37% in holdings from 11,616 to 7,292 shares while the corresponding value shrank from $1,410,000 to $1,065,000. The shift suggests that investors might have lost confidence in NVIDIA's future performance, as they're experiencing weakness or competitive threats.

Overall, the data highlights that investors are switching their focus towards S&P 500 ETF and more established tech giants while facing uncertainty and speculation on technology stocks. As usual, the economy will continuously evolve, and the Intercontinental Wealth Advisors team will keep reviewing various options to invest in for its clients.