HoldingsChannel.com
Ibex Wealth Advisors Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
MICROSOFT CORP      $11,417
     MSFT81,359-5,061$10,898
     Call342+342$519
VERIZON COMMUNICATIONS 155,019 -3,014 $8,856
     VZ155,019-3,014$8,856
PIMCO EHNANCED 83,619 -31,785 $8,508
     MINT83,619-31,785$8,508
CISCO SYSTEMS      $7,096
     CSCO129,544+833$7,089
     Call25+25$7
ISHARES EDGE (USMV) 112,055 +9,004 $6,917
     USMV112,055+9,004$6,917
HOME DEPOT      $6,903
     HD33,189+583$6,902
     Call1+1$1
NEXTERA ENERGY      $6,718
     NEE32,794+312$6,718
     Call1+1$0
APPLE INC      $6,571
     AAPL33,141+6,320$6,559
     Call25+25$12
TEXAS INSTRUMENTS      $6,419
     TXN55,912+1,531$6,416
     Call5+5$3
AT&T INC 189,440 +6,549 $6,348
     T189,440+6,549$6,348
JPMORGAN CHASE 56,660 -2,051 $6,334
     JPM56,660-2,051$6,334
VISA INC      $6,116
     V35,099-2,685$6,091
     Call3+3$25
LOCKHEED MARTIN      $5,368
     LMT14,757+201$5,364
     Call1+1$4
MASTERCARD INC      $5,239
     MA19,695-703$5,210
     Call18+18$29
COMCAST CORP 120,904 +14,023 $5,111
     CMCSA120,904+14,023$5,111
AMAZON COM 2,658 +2,658 $5,033
     AMZN2,658+2,658$5,033
SPDR BLOOMBERG (CWB) 85,493 +449 $4,520
     CWB85,493+449$4,520
ISHARES U S (PFF) 119,878 +14,815 $4,417
     PFF119,878+14,815$4,417
VANGUARD INTERMEDIATE (VCIT) 49,133 +160 $4,414
     VCIT49,133+160$4,414
VALERO ENERGY      $4,390
     VLO51,275+1,648$4,389
     Call5+5$1
PROSHARES SHORT (SH) 158,946 +5,382 $4,229
     SH158,946+5,382$4,229
DANAHER CORP      $4,194
     DHR28,481-4$4,070
     Call57+57$124
ONEOK INC 60,935 +664 $4,192
     OKE60,935+664$4,192
ALPHABET INC      $4,085
     GOOGL3,773+3,773$4,085
     Call3+3$0
PINNACLE WEST 40,767 +1,277 $3,835
     PNW40,767+1,277$3,835
PROLOGIS INC      $3,564
     PLD44,491+1,352$3,563
     Call3+3$1
ADOBE INC 12,080 +12,080 $3,559
     ADBE12,080+12,080$3,559
BLACKROCK CORE 253,090 +54,032 $3,558
     BHK253,090+54,032$3,558
TARGET CORP      $3,536
     TGT40,830+7,171$3,536
     Call2+2$0
COCA COLA EUROPEAN 61,642 +61,642 $3,482
     CCEP61,642+61,642$3,482
DOUBLELINE INCOME 171,606 +36,046 $3,426
     DSL171,606+36,046$3,426
CROWN CASTLE      $3,401
     CCI26,097+746$3,401
     Call1+1$0
ROYAL DUTCH      $3,392
     RDS.B51,607+5,617$3,392
NVIDIA CORP      $3,322
     NVDA20,185-10,955$3,315
     Call37+37$7
CELGENE CORP      $3,298
     CELG35,681+4,792$3,298
     Call2+2$0
ISHARES MSCI (EEM) 76,783 -1,012 $3,294
     EEM76,783-1,012$3,294
UNITEDHEALTH GROUP 13,488 -1,872 $3,291
     UNH13,488-1,872$3,291
PROGRESSIVE CORP 40,761 +3,655 $3,258
     PGR40,761+3,655$3,258
CORNING INC      $3,191
     GLW96,053+17,695$3,191
     Call5+5$0
VENTAS INC      $3,051
     VTR44,648+2,830$3,051
     Call3+3$0
VANGUARD HIGH (VYM) 33,743 +4,202 $2,948
     VYM33,743+4,202$2,948
NASDAQ INC 30,525 -2,003 $2,935
     NDAQ30,525-2,003$2,935
FISERV INC      $2,885
     FISV31,547-2,002$2,875
     Call60+60$10
KINDER MORGAN      $2,838
     KMI135,924+10,532$2,838
     Call13+13$0
ENTERPRISE PRODUCTS      $2,794
     EPD96,793+1,430$2,794
     Call20+20$0
NUVEEN PFD 275,493 +30,046 $2,730
     JPC275,493+30,046$2,730
MAGELLAN MIDSTREAM      $2,643
     MMP41,307+633$2,643
     Call4+4$0
APARTMENT INVESTMENT 52,140 +3,456 $2,613
     AIV52,140+3,456$2,613
DIGITAL REALTY 22,181 +1,408 $2,612
     DLR22,181+1,408$2,612
RAYTHEON COMPANY 14,800 -1,080 $2,573
     RTN14,800-1,080$2,573

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 06/30/2019: $346,634
At 03/31/2019: $285,302

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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