IBEX WEALTH ADVISORS Q2 2017 Filing
Filed August 10, 2017
Portfolio Value
$253.3M
Holdings
128
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (128 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | DHRDANAHER CORP | 15 | $416K | 0.16% | |
| 102 | KMIKINDER MORGAN | 32 | $383K | 0.15% | |
| 103 | DBBUSDPOWERSHARES DB | 56 | $380K | 0.15% | |
| 104 | GOOGALPHABET INC | 4 | $380K | 0.15% | |
| 105 | AAPLAPPLE INC | 11 | $379K | 0.15% | |
| 106 | KOCOCA COLA COMPANY | 16 | $372K | 0.15% | |
| 107 | PEPPEPSICO INC | 18 | $355K | 0.14% | |
| 108 | —ATHENE HOLDING | 18 | $348K | 0.14% | |
| 109 | —POWERSHARES DYNAMIC | 28 | $321K | 0.13% | |
| 110 | ORCLORACLE CORP | 6 | $288K | 0.11% | |
| 111 | XLYCONSUMER DISCRETIONARY | 35 | $273K | 0.11% | |
| 112 | LPXLA PAC CORP | 36 | $269K | 0.11% | |
| 113 | PGPROCTER & GAMBLE | 10 | $267K | 0.11% | |
| 114 | IYEISHARES U S | 35 | $251K | 0.10% | |
| 115 | XNEAXNUVEEN AMT | 5 | $246K | 0.10% | |
| 116 | PGRPROGRESSIVE CORP | 12 | $231K | 0.09% | |
| 117 | TIPISHARES TIPS | 9 | $229K | 0.09% | |
| 118 | CATCATERPILLAR INC | 20 | $228K | 0.09% | |
| 119 | —POWERSHARES DIVIDEND | 9 | $226K | 0.09% | |
| 120 | PEGPUBLIC SERVICE | 16 | $211K | 0.08% | |
| 121 | IYRISHARES U S | 31 | $210K | 0.08% | |
| 122 | BSVVANGUARD SHORT | 10 | $208K | 0.08% | |
| 123 | IVWISHARES S&P | 8 | $206K | 0.08% | |
| 124 | VCSHVANGUARD SHORT | 22 | $204K | 0.08% | |
| 125 | NGGNATIONAL GRID | 7 | $201K | 0.08% | |
| 126 | EFAISHARES MSCI | 11 | $200K | 0.08% | |
| 127 | IYHISHARES U S | 29 | $191K | 0.08% | |
| 128 | —SPDR DOW JONES INDL AVRG ETF | 18 | $97K | 0.04% | Put |
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