Ibex Wealth Advisors

Latest statistics and disclosures from Ibex Wealth Advisors's latest quarterly 13F-HR filing:

Portfolio Holdings for Ibex Wealth Advisors

Companies in the Ibex Wealth Advisors portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Microsoft Corporation (MSFT) 4.74 77.17k 157.71
Verizon Communications (VZ) 4.26 203.50k +30% 53.73
Apple (AAPL) 3.19 32.23k 254.28
At&t (T) 2.69 237.14k +16% 29.15
Comcast Corporation (CMCSA) 2.42 181.18k +13% 34.38
Ishares Tr usa min vo (USMV) 2.24 106.47k -4% 54.01
NVIDIA Corporation (NVDA) 2.06 20.04k -33% 263.56
Nextera Energy (NEE) 2.06 21.94k -33% 240.58
Lockheed Martin Corporation (LMT) 2.04 15.47k -21% 338.96
Bristol Myers Squibb (BMY) 1.95 89.97k +40% 55.73
Home Depot (HD) 1.91 26.27k -23% 186.71
Fidelity Bond Etf (FBND) 1.86 92.12k +2% 51.75
Amgen (AMGN) 1.72 21.77k -8% 202.71
Texas Instruments Incorporated (TXN) 1.65 42.36k -34% 99.93
Target Corporation (TGT) 1.65 45.49k +6% 92.96
Visa (V) 1.63 26.05k -29% 161.12
Abbott Laboratories (ABT) 1.59 51.65k NEW 78.90
JPMorgan Chase & Co. (JPM) 1.58 45.18k -29% 90.02
BlackRock Income Trust (BKT) 1.58 706.03k NEW 5.76
iShares S&P US Pref Stock Idx Fnd (PFF) 1.58 127.61k +3% 31.84
BlackRock Core Bond Trust (BHK) 1.56 303.26k +12% 13.23
Merck & Co (MRK) 1.51 50.27k +7% 76.92
SPDR Barclays Capital Convertible SecETF (CWB) 1.49 80.06k -4% 47.85
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 1.49 38.68k -14% 98.98
Crown Castle Intl (CCI) 1.48 26.28k +3% 144.40
Public Service Enterprise (PEG) 1.44 82.16k NEW 44.90
Danaher Corporation (DHR) 1.43 26.50k 138.40
United Parcel Service (UPS) 1.39 38.28k NEW 93.41
Qualcomm (QCOM) 1.39 52.72k NEW 67.64
Digital Realty Trust (DLR) 1.38 25.49k +13% 138.91
Prologis (PLD) 1.37 43.94k -2% 80.36
Johnson & Johnson (JNJ) 1.34 26.35k NEW 131.10
Nuveen Insured Tax-Free Adv Munici (NEA) 1.34 254.53k +24% 13.54
Pinnacle West Capital Corporation (PNW) 1.29 43.56k +4% 75.78
CVS Caremark Corporation (CVS) 1.26 54.45k NEW 59.33
General Mills (GIS) 1.21 58.68k NEW 52.76
UnitedHealth (UNH) 1.19 12.21k -4% 249.39
MasterCard Incorporated (MA) 1.17 12.45k -38% 241.54
Fiserv (FISV) 1.12 30.18k -2% 94.98
Nasdaq Omx (NDAQ) 1.09 29.53k -4% 94.94
Pepsi (PEP) 1.08 23.16k NEW 120.10
Nuveen Multi-Strategy Income & Growth (JPC) 1.07 373.85k +22% 7.34
Medical Properties Trust (MPW) 1.06 157.73k +3% 17.29
Nuveen Div. Advantage Muni. Fund (NAD) 1.05 195.59k +26% 13.74
Ares Management Corporation cl a com stk (ARES) 0.96 79.98k NEW 30.92
Alibaba Group Holding Ltd Spon (BABA) 0.94 12.44k 194.41
Zoetis Inc Cl A (ZTS) 0.93 20.38k +2% 117.66
Vanguard High Dividend Yield ETF (VYM) 0.93 33.71k -5% 70.73
iShares Barclays TIPS Bond Fund (TIP) 0.86 18.78k NEW 117.89
Ishares Tr Dec 2020 (IBDL) 0.86 87.66k +7% 25.20
Akamai Technologies (AKAM) 0.78 22.04k +20% 91.48
Gilead Sciences (GILD) 0.78 26.73k NEW 74.76
Barrick Gold Corp (GOLD) 0.76 107.03k +57% 18.31
Reaves Utility Income Fund (UTG) 0.76 67.97k +9% 28.75
L3harris Technologies (LHX) 0.76 10.77k NEW 180.08
Oracle Corporation (ORCL) 0.74 39.15k +193% 48.32
Physicians Realty Trust (DOC) 0.73 134.61k NEW 13.94
Apartment Invt And Mgmt Co -a (AIV) 0.72 52.34k -2% 35.14
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.71 286.77k +10% 6.38
Pgx etf (PGX) 0.71 138.24k +11% 13.16
Blackrock Build America Bond Trust (BBN) 0.71 83.44k +15% 21.79
Stag Industrial (STAG) 0.70 80.17k +7% 22.51
Kinder Morgan (KMI) 0.70 129.12k -4% 13.92
Facebook Inc cl a (FB) 0.67 10.38k NEW 166.73
Intel Corporation (INTC) 0.65 30.90k NEW 54.11
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.64 14.63k +9% 112.99
Kennedy-Wilson Holdings (KW) 0.64 122.50k +4% 13.41
Wal-Mart Stores (WMT) 0.61 13.77k +7% 113.61
Williams Companies (WMB) 0.60 109.69k NEW 14.15
Nuveen Muni Value Fund (NUV) 0.54 141.79k +22% 9.75
Oneok (OKE) 0.49 57.97k -7% 21.81
American Campus Communities (ACC) 0.49 45.08k +5% 27.75
Invesco Van Kampen Municipal Trust (VKQ) 0.47 104.18k +47% 11.69
Allianzgi Nfj Divid Int Prem S cefs (NFJ) 0.47 125.18k +11% 9.60
Progressive Corporation (PGR) 0.42 14.60k 73.82
Jp Morgan Alerian Mlp Index (AMJ) 0.39 110.92k -3% 9.02
Nuveen Insd Dividend Advantage (NVG) 0.28 49.26k -2% 14.68
Keurig Dr Pepper (KDP) 0.25 26.84k 24.25
Wells Fargo & Company (WFC) 0.24 21.29k +2% 28.66
Blackrock Res & Commodities Strategy Tr (BCX) 0.20 100.72k -4% 5.03
Yandex Nv-a (YNDX) 0.19 14.69k NEW 34.03
Citizens Financial (CFG) 0.14 19.67k 18.81
Principal Financial (PFG) 0.13 10.53k -2% 31.25
D First Tr Exchange-traded (FPE) 0.11 18.05k 16.35
Invesco Financial Preferred Et other (PGF) 0.11 17.29k 16.89
Federal Signal Corporation (FSS) 0.11 10.71k +2% 27.26
Nuveen Quality Pref. Inc. Fund II (JPS) 0.11 37.89k 7.26
Renewable Energy (REGI) 0.11 13.32k NEW 20.50
Putnam Municipal Opportunities Trust (PMO) 0.11 22.80k -2% 11.93
Nuveen Equity Premium and Growth Fund (SPXX) 0.10 22.09k -36% 11.54
Vaneck Vectors Gold Miners mutual (GDX) 0.09 10.09k -63% 23.00

Past Filings by Ibex Wealth Advisors

View past SEC 13F filings by Ibex Wealth Advisors

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