IBEX WEALTH ADVISORS Q3 2023 Filing
Filed November 7, 2023
Portfolio Value
$392.9M
Holdings
111
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GSGOLDMAN SACHS | 803 | $260K | 0.07% | |
| 102 | CEGCONSTELLATION ENERGY | 2,313 | $252K | 0.06% | |
| 103 | RYROYAL BANK | 2,800 | $245K | 0.06% | |
| 104 | ATOATMOS ENERGY CORP | 2,228 | $236K | 0.06% | |
| 105 | FTNTFORTINET INC | 3,818 | $224K | 0.06% | |
| 106 | JPMJPMORGAN CHASE | 1,483 | $215K | 0.05% | |
| 107 | AIGAMERICAN INTL | 3,509 | $213K | 0.05% | |
| 108 | SCHWSCHWAB CHARLES | 3,775 | $207K | 0.05% | |
| 109 | MRO*MARATHON OIL | 7,672 | $205K | 0.05% | |
| 110 | LBAIUSDLAKELAND BANCORP | 13,318 | $168K | 0.04% | |
| 111 | SIRIEURSIRIUS XM | 12,500 | $57K | 0.01% |
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