IBEX WEALTH ADVISORS Q4 2020 Filing

Filed January 22, 2021

Portfolio Value

$383K

Holdings

101

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (101 positions)

StockValue
AAPLAPPLE INC
$16.7M
MSFTMICROSOFT CORP
$16.5M
BACVERIZON COMMUNICATIONS
$11.6M
QCOMQUALCOMM INC
$10.9M
HDHOME DEPOT
$8.8M
TXNTEXAS INSTRUMENTS
$7.9M
VVISA INC
$7.4M
DYHTARGET CORP
$7.4M
CMCSACOMCAST CORP
$7.3M
TAT&T INC
$7.0M
NEENEXTERA ENERGY
$6.7M
UPSUNITED PARCEL
$6.6M
CWBSPDR BLOOMBERG
$6.3M
JPCNUVEEN PFD
$6.3M
TMOTHERMO FISHER
$6.0M
DHRDANAHER CORP
$5.8M
BMYBRISTOL MYERS
$5.7M
PFFISHARES U S
$5.7M
AVGOBROADCOM INC
$5.6M
USMVISHARES MSCI
$5.5M
LMTLOCKHEED MARTIN
$5.3M
MINTPIMCO EHNANCED
$4.8M
BHKBLACKROCK CORE
$4.8M
FBNDFIDELITY TOTAL
$4.8M
PEGPUBLIC SERVICE
$4.7M
METAFACEBOOK INC
$4.7M
ACNACCENTURE PLC
$4.7M
UNHUNITEDHEALTH GROUP
$4.4M
PREFPRINCIPAL SPECTRUM
$4.4M
MAMASTERCARD INC
$4.4M
BKTBLACKROCK INCOME
$4.3M
JNJJOHNSON & JOHNSON
$4.3M
PLDPROLOGIS INC
$4.2M
AMGNAMGEN INC
$4.1M
UPBDRENT A CENTER INC NEW
$4.1M
XNEAXNUVEEN AMT
$4.0M
HN9HANESBRANDS INC
$4.0M
8CWCROWN CASTLE
$4.0M
NDAQNASDAQ INC
$4.0M
ARESARES MANAGEMENT
$3.9M
PGXINVESCO PFD
$3.9M
TSMTAIWAN SEMICONDUCTOR
$3.8M
BTZBLACKROCK CREDIT
$3.7M
PEPPEPSICO INC
$3.6M
ABTABBOTT LABORATORIES
$3.5M
CSCOCISCO SYSTEMS
$3.5M
MPTMEDICAL PROPERTIES
$3.5M
KDPKEURIG DR
$3.4M
ZTSZOETIS INC
$3.4M
FQIDIGITAL REALTY
$3.3M
NADNUVEEN QUALITY
$3.2M
SYYSYSCO CORP
$3.0M
NIONIO INC
$3.0M
BABAALIBABA GROUP
$3.0M
IYY*ISHARES U S
$2.9M
QRVOQORVO INC
$2.6M
CVXCHEVRON CORP
$2.6M
STAGSTAG INDUSTRIAL
$2.6M
DOCUSDPHYSICIANS REALTY
$2.5M
SPYGSPDR PORTFOLIO
$2.4M
AKAMAKAMAI TECHNOLOGIES
$2.3M
HONHONEYWELL INTL
$2.3M
UTGREAVES UTILITY
$2.2M
UNPUNION PACIFIC CORP
$2.2M
NKENIKE INC
$2.2M
MUBISHARES NATIONAL
$2.1M
AIRCUSDAPARTMENT INCOME
$2.1M
BBNBLACKROCK TXBL
$2.1M
HZNPHORIZON THERAPEUTICS
$2.0M
DWDMORGAN STANLEY
$2.0M
CDPCORPORATE OFFICE
$1.9M
NUVNUVEEN MUNICIPAL VALUE F
$1.9M
ADCAGREE REALTY
$1.7M
VYMVANGUARD HIGH
$1.7M
PCHPOTLATCHDELTIC CORP
$1.6M
VKQINVESCO MUNICIPAL
$1.6M
XLISECTOR INDUSTRIAL
$1.6M
EEMISHARES MSCI
$1.5M
TIPISHARES TIPS
$1.5M
BIVVANGUARD INTERMEDIATE
$1.5M
PGRPROGRESSIVE CORP
$1.4M
XLKSECTOR TECHNOLOGY
$1.4M
DWASINVESCO DWA
$1.3M
IVWISHARES S&P
$1.3M
IPORENAISSANCE CAPITAL
$1.3M
IYWISHARES TECHNOLOGY
$1.1M
FINXGLOBAL X FINTECH
$1.1M
NVGNUVEEN AMT
$1.0M
ESPOVANECK VECTORS
$1.0M
OZONOZON HOLDINGS
$463K
XFEBFIRST TRUST
$371K
NPFINUVEEN PREFERRED
$352K
PGFINVESCO FINANCIAL
$335K
AIVAPARTMENT INVESTMENT
$288K
EIMEATON VANCE
$283K
PMOPUTNAM MUN OPPTYS TR
$277K
NMZNUVEEN MUNICIPAL
$270K
GIIIG-III APPAREL
$264K
NUVEEN ENHANCED
$263K
NVDANVIDIA CORP
$12K
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