HoldingsChannel.com
Ibex Wealth Advisors Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
MICROSOFT CORP 78,363 -1,412 $12,358
     MSFT78,363-1,412$12,358
VERIZON COMMUNICATIONS 156,255 +943 $9,594
     VZ156,255+943$9,594
APPLE INC 32,495 -1,081 $9,542
     AAPL32,495-1,081$9,542
JPMORGAN CHASE 64,317 -1,694 $8,966
     JPM64,317-1,694$8,966
TEXAS INSTRUMENTS 64,394 +8,487 $8,261
     TXN64,394+8,487$8,261
NEXTERA ENERGY 33,045 +333 $8,002
     NEE33,045+333$8,002
AT&T INC 202,886 +9,705 $7,929
     T202,886+9,705$7,929
LOCKHEED MARTIN 19,670 +928 $7,659
     LMT19,670+928$7,659
HOME DEPOT 34,503 +730 $7,535
     HD34,503+730$7,535
ISHARES EDGE (USMV) 111,790 -1,119 $7,333
     USMV111,790-1,119$7,333
COMCAST CORP 159,001 +37,066 $7,150
     CMCSA159,001+37,066$7,150
NVIDIA CORP 30,192 +667 $7,104
     NVDA30,192+667$7,104
VISA INC 36,995 +2,215 $6,951
     V36,995+2,215$6,951
MASTERCARD INC 20,122 +722 $6,008
     MA20,122+722$6,008
VALERO ENERGY 62,737 +9,743 $5,875
     VLO62,737+9,743$5,875
AMGEN INC 23,815 +1,384 $5,741
     AMGN23,815+1,384$5,741
TARGET CORP 42,701 +844 $5,475
     TGT42,701+844$5,475
CISCO SYSTEMS 101,409 +6,156 $4,864
     CSCO101,409+6,156$4,864
ONEOK INC 62,512 +520 $4,730
     OKE62,512+520$4,730
SPDR BLOOMBERG (CWB) 84,245 -888 $4,676
     CWB84,245-888$4,676
FIDELITY TOTAL 90,190 +554 $4,666
     FBND90,190+554$4,666
ISHARES U S (PFF) 123,107 +3,616 $4,628
     PFF123,107+3,616$4,628
PIMCO EHNANCED 45,034 -33,706 $4,575
     MINT45,034-33,706$4,575
MERCK & COMPANY 46,974 +3,529 $4,272
     MRK46,974+3,529$4,272
BRISTOL MYERS 63,928 +63,928 $4,104
     BMY63,928+63,928$4,104
DANAHER CORP 26,735 +3,756 $4,103
     DHR26,735+3,756$4,103
PROLOGIS INC 44,893 +136 $4,002
     PLD44,893+136$4,002
BLACKROCK CORE 269,331 +5,025 $3,927
     BHK269,331+5,025$3,927
UNITEDHEALTH GROUP 12,756 -535 $3,750
     UNH12,756-535$3,750
PINNACLE WEST 41,600 +524 $3,741
     PNW41,600+524$3,741
DOUBLELINE INCOME 184,866 +3,733 $3,653
     DSL184,866+3,733$3,653
CROWN CASTLE 25,427 -904 $3,614
     CCI25,427-904$3,614
WENDYS CO 161,848 +161,848 $3,595
     WEN161,848+161,848$3,595
WALT DISNEY 24,628 +1,126 $3,562
     DIS24,628+1,126$3,562
FISERV INC 30,808 -182 $3,562
     FISV30,808-182$3,562
COCA COLA EUROPEAN 67,603 +3,842 $3,440
     CCEP67,603+3,842$3,440
QUEST DIAGNOSTICS 31,548 +2,819 $3,369
     DGX31,548+2,819$3,369
ACCENTURE PLC 15,791 +1,006 $3,325
     ACN15,791+1,006$3,325
VANGUARD HIGH (VYM) 35,483 +1,050 $3,325
     VYM35,483+1,050$3,325
CELANESE CORP 26,979 +7,681 $3,322
     CE26,979+7,681$3,322
NASDAQ INC 31,021 +981 $3,322
     NDAQ31,021+981$3,322
RAYTHEON COMPANY 14,973 +356 $3,290
     RTN14,973+356$3,290
VANGUARD SHORT (VGSH) 53,073 +53,073 $3,228
     VGSH53,073+53,073$3,228
MEDICAL PROPERTIES 152,743 +2,798 $3,224
     MPW152,743+2,798$3,224
NUVEEN PFD 305,537 +19,014 $3,196
     JPC305,537+19,014$3,196
NUVEEN AMT 203,811 +11,628 $2,931
     NEA203,811+11,628$2,931
KINDER MORGAN 135,817 -2,679 $2,875
     KMI135,817-2,679$2,875
APARTMENT INVESTMENT 53,875 +2,027 $2,783
     AIV53,875+2,027$2,783
DIGITAL REALTY 22,520 +34 $2,697
     DLR22,520+34$2,697
PLAINS GP 141,014 +141,014 $2,672
     PAGP141,014+141,014$2,672

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 12/31/2019: $326,301
At 09/30/2019: $301,376

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.