HoldingsChannel.com
Ibex Wealth Advisors Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
PIMCO EHNANCED 115,404 -295,170 $11,720
     MINT115,404-295,170$11,720
MICROSOFT CORP 86,420 -6,720 $10,192
     MSFT86,420-6,720$10,192
VERIZON COMMUNICATIONS 158,033 -13,415 $9,344
     VZ158,033-13,415$9,344
CISCO SYSTEMS 128,711 +4,363 $6,949
     CSCO128,711+4,363$6,949
NEXTERA ENERGY 32,482 +1,939 $6,279
     NEE32,482+1,939$6,279
HOME DEPOT 32,606 +9,069 $6,257
     HD32,606+9,069$6,257
ISHARES EDGE (USMV) 103,051 +16,091 $6,059
     USMV103,051+16,091$6,059
JPMORGAN CHASE 58,711 +15,363 $5,943
     JPM58,711+15,363$5,943
VISA INC 37,784 -2,227 $5,901
     V37,784-2,227$5,901
TEXAS INSTRUMENTS 54,381 +7,362 $5,768
     TXN54,381+7,362$5,768
AT&T INC 182,891 +55,816 $5,735
     T182,891+55,816$5,735
NVIDIA CORP 31,140 +5,914 $5,591
     NVDA31,140+5,914$5,591
APPLE INC 26,821 +3,164 $5,095
     AAPL26,821+3,164$5,095
MASTERCARD INC 20,398 +4,760 $4,803
     MA20,398+4,760$4,803
SPDR BLOOMBERG (CWB) 85,044 +1,881 $4,444
     CWB85,044+1,881$4,444
LOCKHEED MARTIN 14,556 +667 $4,369
     LMT14,556+667$4,369
COMCAST CORP 106,881 +83,506 $4,273
     CMCSA106,881+83,506$4,273
VANGUARD INTERMEDIATE (VCIT) 48,973 +3,095 $4,254
     VCIT48,973+3,095$4,254
PROSHARES SHORT (SH) 153,564 +153,564 $4,246
     SH153,564+153,564$4,246
VALERO ENERGY 49,627 +2,088 $4,210
     VLO49,627+2,088$4,210
ONEOK INC 60,271 +18,599 $4,209
     OKE60,271+18,599$4,209
ISHARES U S (PFF) 105,063 +3,760 $3,840
     PFF105,063+3,760$3,840
ISHARES U S (IHF) 22,692 +22,692 $3,810
     IHF22,692+22,692$3,810
UNITEDHEALTH GROUP 15,360 -8,112 $3,798
     UNH15,360-8,112$3,798
PINNACLE WEST 39,490 +1,334 $3,774
     PNW39,490+1,334$3,774
DANAHER CORP 28,485 +8,632 $3,761
     DHR28,485+8,632$3,761
LOWES COMPANIES 34,011 +6,654 $3,723
     LOW34,011+6,654$3,723
ISHARES MSCI (EEM) 77,795 +77,795 $3,339
     EEM77,795+77,795$3,339
CROWN CASTLE 25,351 +2,387 $3,245
     CCI25,351+2,387$3,245
PROLOGIS INC 43,139 +945 $3,104
     PLD43,139+945$3,104
FISERV INC 33,549 -7,761 $2,962
     FISV33,549-7,761$2,962
ROYAL DUTCH      $2,941
     RDS.B45,990+19,452$2,941
CELGENE CORP 30,889 +30,889 $2,914
     CELG30,889+30,889$2,914
RAYTHEON COMPANY 15,880 -4,938 $2,891
     RTN15,880-4,938$2,891
NASDAQ INC 32,528 -1,187 $2,846
     NDAQ32,528-1,187$2,846
ENTERPRISE PRODUCTS 95,363 +10,644 $2,775
     EPD95,363+10,644$2,775
DOUBLELINE INCOME 135,560 +135,560 $2,702
     DSL135,560+135,560$2,702
TARGET CORP 33,659 +33,659 $2,701
     TGT33,659+33,659$2,701
BLACKROCK CORE 199,058 +199,058 $2,677
     BHK199,058+199,058$2,677
PROGRESSIVE CORP 37,106 +5,007 $2,675
     PGR37,106+5,007$2,675
COCA COLA EUROPEAN 51,615 +51,615 $2,671
     CCE51,615+51,615$2,671
VENTAS INC 41,818 +19,356 $2,668
     VTR41,818+19,356$2,668
CORNING INC 78,358 +78,358 $2,594
     GLW78,358+78,358$2,594
MEDICAL PROPERTIES 138,253 +52,782 $2,559
     MPW138,253+52,782$2,559
VANGUARD HIGH (VYM) 29,541 +936 $2,530
     VYM29,541+936$2,530
DOWDUPONT INC 47,382 +47,382 $2,526
     DWDP47,382+47,382$2,526
KINDER MORGAN 125,392 +125,392 $2,509
     KMI125,392+125,392$2,509
CHENIERE ENERGY 59,027 +9,649 $2,475
     CQP59,027+9,649$2,475
DIGITAL REALTY 20,773 +9,334 $2,472
     DLR20,773+9,334$2,472
MAGELLAN MIDSTREAM 40,674 +4,708 $2,466
     MMP40,674+4,708$2,466

See Full List: All Stocks Held By Ibex Wealth Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Ibex Wealth Advisors

Size ($ in 1000's)
At 03/31/2019: $285,302
At 12/31/2018: $218,981

Ibex Wealth Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ibex Wealth Advisors 13F filings. Link to 13F filings: SEC filings

Ibex Wealth Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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