IBEX WEALTH ADVISORS Q4 2022 Filing

Filed February 6, 2023

Portfolio Value

$443K

Holdings

174

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (174 positions)

StockValue
MSFTMICROSOFT CORP
$15.1M
AAPLAPPLE INC
$14.2M
OKEONEOK INC
$12.4M
CVXCHEVRON CORP
$11.6M
NVDANVIDIA CORP
$11.2M
WMBWILLIAMS COS
$10.7M
MPCMARATHON PETROLEUM
$9.4M
RSPINVESCO S&P
$8.9M
PEPPEPSICO INC
$8.7M
HRBBLOCK H&R
$8.6M
NEENEXTERA ENERGY
$8.6M
BACVERIZON COMMUNICATIONS
$8.4M
ABBVABBVIE INC
$8.2M
SHELSHELL PLC
$7.9M
UPSUNITED PARCEL
$7.9M
PFEPFIZER INC
$7.4M
VVISA INC
$6.9M
HDHOME DEPOT
$6.9M
PRUPRUDENTIAL FINANCIAL
$6.5M
AMGNAMGEN INC
$6.5M
TAT&T INC
$6.4M
DYHTARGET CORP
$6.4M
QCOMQUALCOMM INC
$5.9M
NDAQNASDAQ INC
$5.8M
DVNDEVON ENERGY
$5.7M
GILDGILEAD SCIENCES
$5.6M
USMVISHARES MSCI
$5.2M
VICIVICI PROPERTIES
$4.9M
DHRDANAHER CORP
$4.9M
PLDPROLOGIS INC
$4.8M
MAMASTERCARD INC
$4.5M
GOOGLALPHABET INC
$4.5M
BXMTBLACKSTONE MORTGAGE
$4.2M
IBMINTL BUSINESS
$4.0M
UNMUNUM GROUP
$3.9M
8CWCROWN CASTLE
$3.6M
XLESECTOR ENERGY
$3.6M
PANWPALO ALTO
$3.5M
ACNACCENTURE PLC
$3.5M
VCSHVANGUARD SHORT
$3.4M
EOGEOG RESOURCES
$3.4M
XOMEXXON MOBIL
$3.3M
PFFISHARES U S
$3.3M
STAGSTAG INDUSTRIAL
$3.2M
ONON SEMICONDUCTOR
$3.0M
OREALTY INCOME
$2.9M
ADCAGREE REALTY
$2.9M
JPCNUVEEN PFD
$2.8M
ADBEADOBE INC
$2.8M
CRCCANADIAN NATURAL
$2.7M
FQIDIGITAL REALTY
$2.7M
DOCUSDPHYSICIANS REALTY
$2.5M
GFSGLOBALFOUNDRIES INC
$2.5M
CBCHUBB LTD
$2.5M
BJBJS WHOLESALE
$2.4M
LLYELI LILLY
$2.3M
PREFPRINCIPAL SPECTRUM
$2.3M
VYMVANGUARD HIGH
$2.3M
AIRCUSDAPARTMENT INCOME
$2.3M
FBNDFIDELITY TOTAL
$2.2M
AIGAMERICAN INTL
$2.1M
XNEAXNUVEEN AMT
$2.1M
XLISECTOR INDUSTRIAL
$2.1M
BRK/BBERKSHIRE HATHAWAY
$2.1M
GDGENERAL DYNAMICS
$2.1M
SCHWSCHWAB CHARLES
$2.0M
NADNUVEEN QUALITY
$2.0M
CATCATERPILLAR INC
$1.9M
SBUXSTARBUCKS CORP
$1.9M
GEGENERAL ELECTRIC
$1.9M
LINLINDE PLC
$1.8M
AMZNAMAZON COM
$1.6M
PGXINVESCO PFD
$1.6M
BTZBLACKROCK CREDIT
$1.5M
BHKBLACKROCK CORE
$1.5M
NLYANNALY CAPITAL
$1.5M
UTGREAVES UTILITY
$1.4M
TMUST-MOBILE US
$1.3M
SHYISHARES 1-3YR
$1.3M
IYHISHARES U S
$1.2M
MUBISHARES NATIONAL
$1.2M
NUVNUVEEN MUNICIPAL VALUE F
$1.2M
MCDMCDONALDS CORP
$1.2M
XLKSECTOR TECHNOLOGY
$1.2M
COPCONOCOPHILLIPS
$1.1M
IYKISHARES U S
$1.0M
TSLATESLA INC
$990K
MINTPIMCO EHNANCED
$980K
FAIFIRST TRUST
$901K
VDEVANGUARD ENERGY
$883K
FXOFIRST TRUST
$881K
AJGARTHUR J
$829K
IGVISHARES EXPANDED
$809K
VIGVANGUARD DIVIDEND
$778K
LRCXEURLAM RESEARCH CORPORATION
$772K
RSPGINVESCO EXCHANGE
$763K
BBNBLACKROCK TXBL
$716K
AESAES CORP
$696K
DRIDARDEN RESTAURANTS
$695K
SPYSPDR S&P
$666K
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