HoldingsChannel.com
Ibex Wealth Advisors Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP 79,775 -1,926 $11,091
     MSFT79,775-1,584$11,091
VERIZON COMMUNICATIONS 155,312 +293 $9,375
     VZ155,312+293$9,375
PIMCO EHNANCED 78,740 -4,879 $8,010
     MINT78,740-4,879$8,010
HOME DEPOT 33,773 +583 $7,836
     HD33,773+584$7,836
JPMORGAN CHASE 66,011 +9,351 $7,769
     JPM66,011+9,351$7,769
NEXTERA ENERGY 32,712 -83 $7,622
     NEE32,712-82$7,622
APPLE INC 33,576 +410 $7,520
     AAPL33,576+435$7,520
LOCKHEED MARTIN 18,742 +3,984 $7,310
     LMT18,742+3,985$7,310
AT&T INC 193,181 +3,741 $7,310
     T193,181+3,741$7,310
ISHARES EDGE (USMV) 112,909 +854 $7,237
     USMV112,909+854$7,237
TEXAS INSTRUMENTS 55,907 -10 $7,225
     TXN55,907-5$7,225
VISA INC 34,780 -322 $5,982
     V34,780-319$5,982
COMCAST CORP 121,935 +1,031 $5,497
     CMCSA121,935+1,031$5,497
MASTERCARD INC 19,400 -313 $5,268
     MA19,400-295$5,268
NVIDIA CORP 29,525 +9,303 $5,139
     NVDA29,525+9,340$5,139
CISCO SYSTEMS 95,253 -34,316 $4,706
     CSCO95,253-34,291$4,706
FIDELITY TOTAL 89,636 +89,636 $4,634
     FBND89,636+89,636$4,634
ONEOK INC 61,992 +1,057 $4,568
     OKE61,992+1,057$4,568
VALERO ENERGY 52,994 +1,714 $4,517
     VLO52,994+1,719$4,517
ISHARES U S (PFF) 119,491 -387 $4,484
     PFF119,491-387$4,484
TARGET CORP 41,857 +1,025 $4,475
     TGT41,857+1,027$4,475
SPDR BLOOMBERG (CWB) 85,133 -360 $4,465
     CWB85,133-360$4,465
AMGEN INC 22,431 +8,490 $4,341
     AMGN22,431+8,490$4,341
PINNACLE WEST 41,076 +309 $3,987
     PNW41,076+309$3,987
BLACKROCK CORE 264,306 +11,216 $3,819
     BHK264,306+11,216$3,819
PROLOGIS INC 44,757 +263 $3,814
     PLD44,757+266$3,814
CROWN CASTLE 26,331 +233 $3,660
     CCI26,331+234$3,660
MERCK & COMPANY 43,445 +41,497 $3,657
     MRK43,445+41,497$3,657
DOUBLELINE INCOME 181,133 +9,527 $3,608
     DSL181,133+9,527$3,608
CELGENE CORP 36,004 +321 $3,575
     CELG36,004+323$3,575
COCA COLA EUROPEAN 63,761 +2,119 $3,536
     CCEP63,761+2,119$3,536
DANAHER CORP 22,979 -5,559 $3,319
     DHR22,979-5,502$3,319
VENTAS INC 45,225 +574 $3,303
     VTR45,225+577$3,303
ROYAL DUTCH      $3,237
     RDS.B54,042+2,435$3,237
FISERV INC 30,990 -617 $3,210
     FISV30,990-557$3,210
QUEST DIAGNOSTICS 28,729 +28,729 $3,075
     DGX28,729+28,729$3,075
WALT DISNEY 23,502 +12,394 $3,063
     DIS23,502+12,394$3,063
VANGUARD HIGH (VYM) 34,433 +690 $3,055
     VYM34,433+690$3,055
NASDAQ INC 30,040 -485 $2,984
     NDAQ30,040-485$2,984
MEDICAL PROPERTIES 149,945 +2,920 $2,933
     MPW149,945+2,920$2,933
DIGITAL REALTY 22,486 +305 $2,919
     DLR22,486+305$2,919
UNITEDHEALTH GROUP 13,291 -197 $2,888
     UNH13,291-197$2,888
NUVEEN PFD 286,523 +11,030 $2,880
     JPC286,523+11,030$2,880
RAYTHEON COMPANY 14,617 -183 $2,868
     RTN14,617-183$2,868
KINDER MORGAN 138,496 +2,559 $2,854
     KMI138,496+2,572$2,854
ACCENTURE PLC 14,785 +14,546 $2,844
     ACN14,785+14,546$2,844
CHENIERE ENERGY 62,433 +2,002 $2,839
     CQP62,433+2,002$2,839
ENTERPRISE PRODUCTS 98,941 +2,128 $2,828
     EPD98,941+2,148$2,828
MAGELLAN MIDSTREAM 42,222 +911 $2,798
     MMP42,222+915$2,798
NUVEEN AMT 192,183 +10,680 $2,750
     NEA192,183+10,680$2,750

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 09/30/2019: $301,376
At 06/30/2019: $346,634

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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