HoldingsChannel.com



All Stocks Held By Ibex Wealth Advisors
As of  03/31/2024, we find all stocks held by Ibex Wealth Advisors to be as follows, presented in the table below with each row detailing each Ibex Wealth Advisors position, ordered by largest to smallest position size. The all-stocks-held-by-Ibex Wealth Advisors table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Ibex Wealth Advisors as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
NVIDIA CORP 76,781 +76,699 $69,376
     NVDA76,781+76,699$69,376
MICROSOFT CORP 62,988 +62,917 $26,500
     MSFT62,988+62,917$26,500
BROADCOM INC 18,058 +18,040 $23,934
     AVGO18,058+18,040$23,934
APPLE INC 109,213 +109,096 $18,728
     AAPL109,213+109,096$18,728
MARATHON PETROLEUM 80,694 +80,694 $16,260
     MPC80,694+80,694$16,260
ONEOK INC 188,306 +188,135 $15,096
     OKE188,306+188,135$15,096
WILLIAMS COS 324,563 +324,247 $12,648
     WMB324,563+324,247$12,648
BLOCK H&R 235,108 +234,891 $11,546
     HRB235,108+234,891$11,546
CHEVRON CORP 64,379 +64,337 $10,155
     CVX64,379+64,337$10,155
UNITEDHEALTH GROUP 18,103 +18,093 $9,598
     UNH18,103+18,093$9,598
VISA INC 33,396 +33,360 $9,320
     V33,396+33,360$9,320
SHELL PLC 138,546 +138,411 $9,288
     SHEL138,546+138,411$9,288
ABBVIE INC 50,587 +50,538 $9,212
     ABBV50,587+50,538$9,212
QUALCOMM INC 53,965 +53,914 $9,136
     QCOM53,965+53,914$9,136
PEPSICO INC 48,084 +48,047 $8,687
     PEP48,084+48,047$8,687
HOME DEPOT 21,967 +21,956 $8,427
     HD21,967+21,956$8,427
VERIZON COMMUNICATIONS 212,822 +212,622 $8,385
     VZ212,822+212,622$8,385
PRUDENTIAL FINANCIAL 65,544 +65,538 $7,695
     PRU65,544+65,538$7,695
ALPHABET INC 50,652 +50,597 $7,645
     GOOGL50,652+50,597$7,645
TARGET CORP 42,912 +42,912 $7,604
     TGT42,912+42,912$7,604
PALO ALTO 24,957 +24,931 $7,091
     PANW24,957+24,931$7,091
UNITED PARCEL 45,176 +45,154 $6,715
     UPS45,176+45,154$6,715
NEXTERA ENERGY 102,345 +102,262 $6,541
     NEE102,345+102,262$6,541
AMGEN INC 24,571 +24,547 $6,453
     AMGN24,571+24,547$6,453
AT&T INC 349,323 +348,765 $6,431
     T349,323+348,765$6,431
MASTERCARD INC 13,007 +12,994 $6,264
     MA13,007+12,994$6,264
THERMO FISHER 11,016 +11,016 $6,066
     TMO11,016+11,016$6,066
NASDAQ INC 94,461 +94,461 $5,795
     NDAQ94,461+94,461$5,795
PROLOGIS INC 42,720 +42,685 $5,563
     PLD42,720+42,685$5,563
INTL BUSINESS 28,390 +28,349 $5,421
     IBM28,390+28,349$5,421
UNUM GROUP 94,545 +94,432 $5,073
     UNM94,545+94,432$5,073
ELI LILLY 6,384 +6,374 $4,966
     LLY6,384+6,374$4,966
VICI PROPERTIES 151,900 +151,767 $4,922
     VICI151,900+151,767$4,922
DANAHER CORP 18,402 +18,389 $4,884
     DHR18,402+18,389$4,884
GILEAD SCIENCES 65,468 +65,405 $4,796
     GILD65,468+65,405$4,796
DEVON ENERGY 92,542 +92,542 $4,644
     DVN92,542+92,542$4,644
ACCENTURE PLC 12,929 +12,910 $4,481
     ACN12,929+12,910$4,481
ADOBE INC 8,311 +8,301 $4,194
     ADBE8,311+8,301$4,194
BLACKSTONE MORTGAGE 197,118 +197,118 $4,173
     BXMT197,118+197,118$4,173
PFIZER INC 143,973 +143,973 $3,995
     PFE143,973+143,973$3,995
GENERAL ELECTRIC 22,127 +22,102 $3,884
     GE22,127+22,102$3,884
DIGITAL REALTY 26,534 +26,508 $3,822
     DLR26,534+26,508$3,822
STAG INDUSTRIAL 98,546 +98,457 $3,788
     STAG98,546+98,457$3,788
CANADIAN NATURAL 49,419 +49,412 $3,772
     CNQ49,419+49,412$3,772
ON SEMICONDUCTOR 48,389 +48,384 $3,559
     ON48,389+48,384$3,559
AMAZON COM 19,119 +19,044 $3,449
     AMZN19,119+19,044$3,449
EOG RESOURCES 26,245 +26,245 $3,399
     EOG26,245+26,245$3,399
EXXON MOBIL 30,343 +30,338 $3,347
     XOM30,343+30,338$3,347
PHYSICIANS REALTY 175,983 +175,983 $3,300
     DOC175,983+175,983$3,300
CATERPILLAR INC 7,960 +7,958 $2,917
     CAT7,960+7,958$2,917
CHUBB LTD 11,235 +11,235 $2,911
     CB11,235+11,235$2,911
CROWN CASTLE 26,787 +26,787 $2,835
     CCI26,787+26,787$2,835
BJS WHOLESALE 35,956 +35,956 $2,720
     BJ35,956+35,956$2,720
AMERICAN INTL 33,906 +33,878 $2,650
     AIG33,906+33,878$2,650
GLOBALFOUNDRIES INC 47,113 +47,113 $2,539
     GFS47,113+47,113$2,539
REALTY INCOME 45,105 +45,105 $2,440
     O45,105+45,105$2,440
GENERAL DYNAMICS 8,398 +8,398 $2,372
     GD8,398+8,398$2,372
AGREE REALTY 40,234 +40,165 $2,298
     ADC40,234+40,165$2,298
BERKSHIRE HATHAWAY      $2,086
     BRK.B6,754+6,747$2,086
STARBUCKS CORP 19,127 +19,127 $1,897
     SBUX19,127+19,127$1,897
LINDE PLC 5,617 +5,610 $1,832
     COM5,617+5,617$1,832
LAM RESEARCH CORPORATION 1,837 +1,835 $1,785
     LRCX1,837+1,835$1,785
ELEVANCE HEALTH 3,452 +3,452 $1,771
     ELV3,452+3,452$1,771
SCHWAB CHARLES 23,951 +23,951 $1,733
     SCHW23,951+23,951$1,733
T MOBILE US 9,197 +9,195 $1,501
     TMUS9,197+9,195$1,501
ANNALY CAPITAL 70,197 +70,197 $1,480
     NLY70,197+70,197$1,480
TESLA INC 8,038 +8,029 $1,413
     TSLA8,038+8,029$1,413
MCDONALDS CORP 4,507 +4,507 $1,188
     MCD4,507+4,507$1,188
ARTHUR J 4,399 +4,395 $1,100
     AJG4,399+4,395$1,100
CONOCOPHILLIPS 8,990 +8,968 $1,061
     COP8,990+8,968$1,061
ALPHABET INC 6,761 +6,735 $1,029
     GOOG6,761+6,735$1,029
RED ROCK 14,741 +14,741 $882
     RRR14,741+14,741$882
NRG ENERGY 12,647 +12,647 $856
     NRG12,647+12,647$856
DARDEN RESTAURANTS 5,025 +5,025 $840
     DRI5,025+5,025$840
AFLAC INC 8,899 +8,890 $764
     AFL8,899+8,890$764
DIAMONDBACK ENERGY 3,839 +3,839 $761
     FANG3,839+3,839$761
APPLIED MATERIALS 3,668 +3,665 $756
     AMAT3,668+3,665$756
VICTORY CAPITAL 17,617 +17,601 $747
     VCTR17,617+17,601$747
BLOOMIN BRANDS 25,627 +25,603 $735
     BLMN25,627+25,603$735
TAPESTRY INC 13,709 +13,709 $651
     TPR13,709+13,709$651
HARTFORD FINANCIAL 6,191 +6,187 $638
     HIG6,191+6,187$638
MORGAN STANLEY 6,707 +6,707 $632
     MS6,707+6,707$632
KINDER MORGAN 34,385 +34,055 $622
     KMI34,385+34,055$622
360 DIGITECH 30,291 +30,291 $617
     QFIN30,291+30,291$617
BANK OZK 13,509 +13,509 $614
     OZK13,509+13,509$614
AMERIPRISE FINANCIAL 1,356 +1,355 $595
     AMP1,356+1,355$595
GREIF INC 8,612 +8,612 $578
     GEF8,612+8,612$578
CHESAPEAKE ENERGY 6,098 +6,098 $575
     CHK6,098+6,098$575
RIO TINTO 8,771 +8,771 $559
     RIO8,771+8,771$559
M&T BANK 3,783 +3,779 $549
     MTB3,783+3,779$549
COSTCO WHOLESALE 716 +712 $525
     COST716+712$525
SYSCO CORP 6,787 +6,787 $519
     SYY6,787+6,787$519
SYNOVUS FINANCIAL 13,218 +13,218 $496
     SNV13,218+13,218$496
OLD DOMINION 2,098 +2,097 $460
     ODFL2,098+2,097$460
JOHNSON & JOHNSON 2,858 +2,855 $452
     JNJ2,858+2,855$452
FEDERATED HERMES 12,389 +12,389 $450
     FHI12,389+12,389$450
AES CORP 24,184 +24,184 $434
     AES24,184+24,184$434
AGILENT TECHNOLOGIES 2,888 +2,886 $432
     A2,888+2,886$432
BANK MONTREAL 4,663 +4,660 $422
     BMO4,663+4,660$422
PACIFIC PREMIER 15,528 +15,528 $373
     PPBI15,528+15,528$373
CUBESMART 8,089 +8,018 $366
     CUBE8,089+8,018$366
GLACIER BANCORP 9,079 +9,079 $366
     GBCI9,079+9,079$366
SPDR GOLD (GLD) 1,581 +1,581 $325
     GLD1,581+1,581$325
FORTINET INC 4,182 +4,182 $286
     FTNT4,182+4,182$286
SPARTANNASH COMPANY 14,096 +14,096 $285
     SPTN14,096+14,096$285
DEERE & CO 651 +651 $279
     DE651+651$279
VIPER ENERGY 6,303 +6,303 $242
     VNOM6,303+6,303$242
MARATHON OIL 7,580 +7,580 $205
     MRO7,580+7,580$205
SIRIUS XM 12,500 +12,487 $48
     SIRI12,500+12,487$48
ARCH CAPITAL GROUP LTD $0 (exited)
     ACGL0-3$0
ALBEMARLE CORP $0 (exited)
     ALB0-2$0
ADVANCED MICRO $0 (exited)
     AMD0-45$0
ARTISAN PARTNERS $0 (exited)
     APAM0-58$0
BOOKING HOLDINGS $0 (exited)
     BKNG0-2$0
BUILDERS FIRSTSOURCE INC $0 (exited)
     BLDR0-21$0
BROWN & BROWN $0 (exited)
     BRO0-37$0
BOSTON SCIENTIFIC $0 (exited)
     BSX0-9$0
BLACKSTONE INC $0 (exited)
     BX0-34$0
BLACKSTONE SECURED $0 (exited)
     BXSL0-173$0
COCA COLA EUROPACIFIC $0 (exited)
     CCEP0-81$0
COMCAST CORP $0 (exited)
     CMCSA0-223$0
CNO FINANCIAL $0 (exited)
     CNO0-19$0
SALESFORCE INC $0 (exited)
     CRM0-2$0
COTERRA ENERGY $0 (exited)
     CTRA0-157$0
DELL TECHNOLOGIES $0 (exited)
     DELL0-3$0
E L F BEAUTY $0 (exited)
     ELF0-36$0
FEDEX CORP $0 (exited)
     FDX0-1$0
FLOWSERVE CORP $0 (exited)
     FLS0-12$0
GE HEALTHCARE $0 (exited)
     GEHC0-5$0
GOLDMAN SACHS $0 (exited)
     GS0-1$0
HEWLETT PACKARD $0 (exited)
     HPE0-26$0
IRON MOUNTAIN $0 (exited)
     IRM0-7$0
JPMORGAN CHASE $0 (exited)
     JPM0-3$0
JACKSON FINANCIAL $0 (exited)
     JXN0-180$0
LAKELAND BANCORP $0 (exited)
     LBAI0-13$0
LOCKHEED MARTIN $0 (exited)
     LMT0-1$0
DORIAN LPG $0 (exited)
     LPG0-17$0
METLIFE INC $0 (exited)
     MET0-4$0
META PLATFORMS $0 (exited)
     META0-15$0
MERCK & COMPANY $0 (exited)
     MRK0-3$0
MOTOROLA SOLUTIONS $0 (exited)
     MSI0-1$0
NETFLIX INC $0 (exited)
     NFLX0-5$0
NORTHERN OIL $0 (exited)
     NOG0-9$0
ORACLE CORP $0 (exited)
     ORCL0-7$0
BLUE OWL $0 (exited)
     OWL0-446$0
PARKER HANNIFIN CORP $0 (exited)
     PH0-9$0
TANGER INC $0 (exited)
     SKT0-18$0
SNAP ON $0 (exited)
     SNA0-1$0
TRUIST FINANCIAL $0 (exited)
     TFC0-92$0
WELLTOWER INC $0 (exited)
     WELL0-5$0
WALMART INC $0 (exited)
     WMT0-3$0
JOYY INC 0 -13 $0 (exited)
     YY0-13$0

See Summary: Ibex Wealth Advisors Top Holdings
See Details: Top 10 Stocks Held By Ibex Wealth Advisors

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
MPC +80,694+$16,260
TGT +42,912+$7,604
TMO +11,016+$6,066
NDAQ +94,461+$5,795
DVN +92,542+$4,644
BXMT +197,118+$4,173
PFE +143,973+$3,995
EOG +26,245+$3,399
DOC +175,983+$3,300
CB +11,235+$2,911
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
CMCSA -223-$10
JXN -180-$9
OWL -446-$7
BKNG -2-$7
AMD -45-$7
META -15-$5
ELF -36-$5
CCEP -81-$5
BXSL -173-$5
PH -9-$4
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
T +348,765+$6,422
WMB +324,247+$12,637
HRB +234,891+$11,535
VZ +212,622+$8,377
OKE +188,135+$15,084
VICI +151,767+$4,918
SHEL +138,411+$9,279
AAPL +109,096+$18,706
NEE +102,262+$6,536
STAG +98,457+$3,785
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
COST +712+$522
AMP +1,355+$595
LRCX +1,835+$1,783
ODFL +2,097+$460
JNJ +2,855+$452
A +2,886+$432
AMAT +3,665+$756
MTB +3,779+$548
AJG +4,395+$1,099
Ibex Wealth Advisors Info
Size ($ in 1000's)
At 03/31/2024: $503,522
At 12/31/2023: $455

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

All Stocks Held By Ibex Wealth Advisors | www.HoldingsChannel.com

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