HoldingsChannel.com
Ibex Wealth Advisors Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MICROSOFT CORP 77,167 -1,196 $12,170
     MSFT77,167-1,196$12,170
VERIZON COMMUNICATIONS 203,497 +47,242 $10,933
     VZ203,497+47,242$10,933
APPLE INC 32,232 -263 $8,196
     AAPL32,232-263$8,196
AT&T INC 237,142 +34,256 $6,912
     T237,142+34,256$6,912
COMCAST CORP 181,177 +22,176 $6,228
     CMCSA181,177+22,176$6,228
ISHARES EDGE (USMV) 106,471 -5,319 $5,750
     USMV106,471-5,319$5,750
NVIDIA CORP 20,037 -10,155 $5,281
     NVDA20,037-10,155$5,281
NEXTERA ENERGY 21,943 -11,102 $5,279
     NEE21,943-11,102$5,279
LOCKHEED MARTIN 15,474 -4,196 $5,245
     LMT15,474-4,196$5,245
BRISTOL MYERS 89,968 +26,040 $5,014
     BMY89,968+26,040$5,014
HOME DEPOT 26,266 -8,237 $4,904
     HD26,266-8,237$4,904
FIDELITY TOTAL 92,116 +1,926 $4,767
     FBND92,116+1,926$4,767
AMGEN INC 21,770 -2,045 $4,413
     AMGN21,770-2,045$4,413
TEXAS INSTRUMENTS 42,361 -22,033 $4,233
     TXN42,361-22,033$4,233
TARGET CORP 45,494 +2,793 $4,229
     TGT45,494+2,793$4,229
VISA INC 26,055 -10,940 $4,198
     V26,055-10,940$4,198
ABBOTT LABORATORIES 51,647 +51,647 $4,075
     ABT51,647+51,647$4,075
JPMORGAN CHASE 45,179 -19,138 $4,067
     JPM45,179-19,138$4,067
BLACKROCK INCOME 706,030 +706,030 $4,066
     BKT706,030+706,030$4,066
ISHARES U S (PFF) 127,608 +4,501 $4,063
     PFF127,608+4,501$4,063
BLACKROCK CORE 303,256 +33,925 $4,012
     BHK303,256+33,925$4,012
MERCK & COMPANY 50,271 +3,297 $3,867
     MRK50,271+3,297$3,867
SPDR BLOOMBERG (CWB) 80,064 -4,181 $3,831
     CWB80,064-4,181$3,831
PIMCO EHNANCED 38,676 -6,358 $3,828
     MINT38,676-6,358$3,828
CROWN CASTLE 26,281 +854 $3,795
     CCI26,281+854$3,795
PUBLIC SERVICE 82,156 +82,156 $3,689
     PEG82,156+82,156$3,689
DANAHER CORP 26,495 -240 $3,667
     DHR26,495-240$3,667
UNITED PARCEL 38,281 +38,281 $3,576
     UPS38,281+38,281$3,576
QUALCOMM INC 52,724 +52,724 $3,566
     QCOM52,724+52,724$3,566
DIGITAL REALTY 25,492 +2,972 $3,541
     DLR25,492+2,972$3,541
PROLOGIS INC 43,939 -954 $3,531
     PLD43,939-954$3,531
JOHNSON & JOHNSON 26,347 +26,347 $3,454
     JNJ26,347+26,347$3,454
NUVEEN AMT 254,531 +50,720 $3,446
     NEA254,531+50,720$3,446
PINNACLE WEST 43,558 +1,958 $3,301
     PNW43,558+1,958$3,301
CVS HEALTH 54,445 +54,445 $3,230
     CVS54,445+54,445$3,230
GENERAL MILLS 58,682 +58,682 $3,096
     GIS58,682+58,682$3,096
UNITEDHEALTH GROUP 12,206 -550 $3,044
     UNH12,206-550$3,044
MASTERCARD INC 12,445 -7,677 $3,006
     MA12,445-7,677$3,006
FISERV INC 30,185 -623 $2,867
     FISV30,185-623$2,867
NASDAQ INC 29,534 -1,487 $2,804
     NDAQ29,534-1,487$2,804
PEPSICO INC 23,164 +23,164 $2,782
     PEP23,164+23,164$2,782
NUVEEN PFD 373,850 +68,313 $2,744
     JPC373,850+68,313$2,744
MEDICAL PROPERTIES 157,732 +4,989 $2,727
     MPW157,732+4,989$2,727
NUVEEN QUALITY 195,588 +41,237 $2,687
     NAD195,588+41,237$2,687
ARES MANAGEMENT 79,976 +79,976 $2,473
     ARES79,976+79,976$2,473
ALIBABA GROUP 12,443 -128 $2,419
     BABA12,443-128$2,419
ZOETIS INC 20,381 +402 $2,398
     ZTS20,381+402$2,398
VANGUARD HIGH (VYM) 33,708 -1,775 $2,384
     VYM33,708-1,775$2,384
ISHARES TIPS (TIP) 18,780 +18,780 $2,214
     TIP18,780+18,780$2,214
ISHARES IBONDS (IBDL) 87,659 +6,330 $2,209
     IBDL87,659+6,330$2,209

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 03/31/2020: $256,842
At 12/31/2019: $326,301

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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