IBEX WEALTH ADVISORS Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$756.1M
Holdings
122
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | WFCWELLS FARGO | 14,747 | $1.1M | 0.14% | |
| 102 | TLTISHARES 20 | 11,400 | $1.0M | 0.14% | |
| 103 | KIESPDR S&P | 16,849 | $1.0M | 0.13% | |
| 104 | COSCNO FINANCIAL | 23,518 | $979K | 0.13% | |
| 105 | IYCISHARES CONSUMER | 10,512 | $928K | 0.12% | |
| 106 | VKQINVESCO MUNICIPAL | 95,997 | $926K | 0.12% | |
| 107 | PEGPUBLIC SERVICE | 10,497 | $863K | 0.11% | |
| 108 | SKTTANGER INC | 22,329 | $754K | 0.10% | |
| 109 | PKBINVESCO BUILDING | 10,806 | $727K | 0.10% | |
| 110 | QYLDGLOBAL X | 42,290 | $703K | 0.09% | |
| 111 | XBILU S TREASURY | 10,609 | $532K | 0.07% | |
| 112 | NZFNUVEEN MUNICIPAL | 37,326 | $456K | 0.06% | |
| 113 | BBNBLACKROCK TXBL | 27,138 | $452K | 0.06% | |
| 114 | FITBFIFTH THIRD | 11,221 | $439K | 0.06% | |
| 115 | NMZNUVEEN MUNICIPAL | 33,739 | $368K | 0.05% | |
| 116 | NVGNUVEEN AMT | 24,266 | $300K | 0.04% | |
| 117 | KIMKIMCO REALTY | 13,113 | $278K | 0.04% | |
| 118 | PQ3PROVIDENT FINANCIAL | 11,195 | $192K | 0.03% | |
| 119 | AMXAMERICA MOVIL | 12,188 | $173K | 0.02% | |
| 120 | NANNUVEEN NEW YORK | 14,908 | $169K | 0.02% | |
| 121 | NRKNUVEEN NEW YORK | 11,375 | $117K | 0.02% | |
| 122 | PFNPIMCO INCOME | 10,988 | $82K | 0.01% |
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