IBEX WEALTH ADVISORS Q1 2021 Filing

Filed May 5, 2021

Portfolio Value

$405K

Holdings

111

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (111 positions)

StockValue
MSFTMICROSOFT CORP
$17.7M
AAPLAPPLE INC
$13.2M
BACVERIZON COMMUNICATIONS
$11.8M
DYHTARGET CORP
$10.0M
TXNTEXAS INSTRUMENTS
$9.4M
CMCSACOMCAST CORP
$7.6M
QCOMQUALCOMM INC
$7.5M
EEMISHARES MSCI
$7.5M
TAT&T INC
$7.5M
VVISA INC
$7.0M
UPSUNITED PARCEL
$6.8M
NEENEXTERA ENERGY
$6.6M
HDHOME DEPOT
$6.4M
UPBDRENT A CENTER INC NEW
$6.3M
AVGOBROADCOM INC
$6.1M
BMYBRISTOL MYERS
$5.7M
USMVISHARES MSCI
$5.6M
HN9HANESBRANDS INC
$5.6M
JPCNUVEEN PFD
$5.6M
ABTABBOTT LABORATORIES
$5.5M
APAMARTISAN PARTNERS
$5.3M
PFFISHARES U S
$5.1M
ARESARES MANAGEMENT
$5.1M
DOWDOW INC
$4.9M
CCCHEMOURS COMPANY
$4.9M
JNJJOHNSON & JOHNSON
$4.8M
UNHUNITEDHEALTH GROUP
$4.8M
NDAQNASDAQ INC
$4.7M
PLDPROLOGIS INC
$4.7M
AMGNAMGEN INC
$4.7M
ACNACCENTURE PLC
$4.6M
DWASINVESCO DWA
$4.6M
8CWCROWN CASTLE
$4.5M
BHKBLACKROCK CORE
$4.5M
MAMASTERCARD INC
$4.5M
IVOLKRANESHARES QUADRATIC
$4.5M
FBNDFIDELITY TOTAL
$4.5M
DHRDANAHER CORP
$4.4M
TSMTAIWAN SEMICONDUCTOR
$4.4M
KHCKRAFT HEINZ
$4.3M
PREFPRINCIPAL SPECTRUM
$4.0M
KDPKEURIG DR
$3.9M
XNEAXNUVEEN AMT
$3.8M
IJTISHARES S&P
$3.8M
CWBSPDR BLOOMBERG
$3.8M
SYYSYSCO CORP
$3.7M
PEPPEPSICO INC
$3.7M
BTZBLACKROCK CREDIT
$3.7M
MPTMEDICAL PROPERTIES
$3.7M
FQIDIGITAL REALTY
$3.6M
TERTERADYNE INC
$3.5M
PGXINVESCO PFD
$3.3M
SPYGSPDR PORTFOLIO
$3.3M
QRVOQORVO INC
$3.3M
MINTPIMCO EHNANCED
$3.2M
IYY*ISHARES U S
$3.1M
NADNUVEEN QUALITY
$3.1M
BABAALIBABA GROUP
$3.1M
HZNPHORIZON THERAPEUTICS
$3.0M
STAGSTAG INDUSTRIAL
$3.0M
CRLCHARLES RIVER
$3.0M
DOCUSDPHYSICIANS REALTY
$2.7M
BIVVANGUARD INTERMEDIATE
$2.6M
VICIVICI PROPERTIES
$2.5M
AIRCUSDAPARTMENT INCOME
$2.5M
NIONIO INC
$2.4M
IJKISHARES S&P
$2.4M
IPORENAISSANCE CAPITAL
$2.3M
VYMVANGUARD HIGH
$2.2M
UTGREAVES UTILITY
$2.2M
ADCAGREE REALTY
$2.2M
MUBISHARES NATIONAL
$2.1M
XLISECTOR INDUSTRIAL
$2.1M
PCHPOTLATCHDELTIC CORP
$2.0M
RSPINVESCO S&P
$2.0M
NUVNUVEEN MUNICIPAL VALUE F
$2.0M
TIPISHARES TIPS
$2.0M
DWDMORGAN STANLEY
$1.9M
BBNBLACKROCK TXBL
$1.9M
PKNPERKINELMER INC
$1.9M
COFCAPITAL ONE
$1.8M
VKQINVESCO MUNICIPAL
$1.6M
SPGSIMON PROPERTY
$1.5M
IJJISHARES S&P
$1.4M
XLKSECTOR TECHNOLOGY
$1.4M
BACBANK AMERICA
$1.4M
AIGAMERICAN INTL
$1.4M
PGRPROGRESSIVE CORP
$1.4M
IJSISHARES S&P
$1.4M
FINXGLOBAL X FINTECH
$1.3M
GMGENERAL MOTORS
$1.3M
IYWISHARES TECHNOLOGY
$1.1M
ESPOVANECK VECTORS
$1.1M
ARKQARK AUTONOMOUS
$1.1M
FAIFIRST TRUST
$1.0M
XLESECTOR ENERGY
$1.0M
NVGNUVEEN AMT
$1.0M
ARKFARK FINTECH
$716K
OZONOZON HOLDINGS
$627K
XFEBFIRST TRUST
$372K
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