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IBEX WEALTH ADVISORS
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Q4 2023 Filing
IBEX WEALTH ADVISORS
Q4 2023 Filing
Filed January 29, 2024
Portfolio Value
$460.1M
Holdings
109
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (109 positions)
#
Stock
Shares
Value
% Portfolio
Type
101
TMUS
T-MOBILE US
2
$251K
0.05%
102
ALB
ALBEMARLE CORP
2
$231K
0.05%
103
ACGL
ARCH CAPITAL GROUP LTD
3
$229K
0.05%
104
GS
GOLDMAN SACHS
1
$225K
0.05%
105
SNA
SNAP ON
1
$216K
0.05%
106
FDX
FEDEX CORP
1
$211K
0.05%
107
DELL
DELL TECHNOLOGIES
3
$209K
0.05%
108
LBAIUSD
LAKELAND BANCORP
13
$199K
0.04%
109
SIRIEUR
SIRIUS XM
13
$68K
0.01%
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