IBEX WEALTH ADVISORS Q4 2024 Filing
Filed January 23, 2025
Portfolio Value
$849K
Holdings
204
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (204 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 730,831 | $98K | 11.54% | |
| 2 | AVGOBROADCOM INC | 170,177 | $39K | 4.59% | |
| 3 | MSFTMICROSOFT CORP | 76,964 | $32K | 3.77% | |
| 4 | AAPLAPPLE INC | 127,368 | $31K | 3.65% | |
| 5 | AMZNAMAZON COM | 87,286 | $19K | 2.24% | |
| 6 | OKEONEOK INC | 179,427 | $18K | 2.12% | |
| 7 | WMBWILLIAMS COS | 337,333 | $18K | 2.12% | |
| 8 | JXNJACKSON FINANCIAL | 195,860 | $17K | 2.00% | |
| 9 | IBMINTL BUSINESS | 64,199 | $14K | 1.65% | |
| 10 | PLTRPALANTIR TECHNOLOGIES | 177,401 | $13K | 1.53% | |
| 11 | APPAPPLOVIN CORP | 42,263 | $13K | 1.53% | |
| 12 | VVISA INC | 42,373 | $13K | 1.53% | |
| 13 | GOOGLALPHABET INC | 64,650 | $12K | 1.41% | |
| 14 | METAMETA PLATFORMS | 21,655 | $12K | 1.41% | |
| 15 | TAT&T INC | 550,822 | $12K | 1.41% | |
| 16 | OWLBLUE OWL | 516,521 | $12K | 1.41% | |
| 17 | PANWPALO ALTO | 61,802 | $11K | 1.30% | |
| 18 | HRBBLOCK H&R | 193,608 | $10K | 1.18% | |
| 19 | KMIKINDER MORGAN | 381,016 | $10K | 1.18% | |
| 20 | TBILRBB US | 211,025 | $10K | 1.18% | |
| 21 | BACVERIZON COMMUNICATIONS | 238,758 | $9K | 1.06% | |
| 22 | UNMUNUM GROUP | 130,296 | $9K | 1.06% | |
| 23 | MAMASTERCARD INC | 18,620 | $9K | 1.06% | |
| 24 | QCOMQUALCOMM INC | 59,176 | $9K | 1.06% | |
| 25 | ABBVABBVIE INC | 55,544 | $9K | 1.06% | |
| 26 | SHELSHELL PLC | 142,217 | $8K | 0.94% | |
| 27 | LLYELI LILLY | 11,635 | $8K | 0.94% | |
| 28 | SPYSPDR S&P | 14,756 | $8K | 0.94% | |
| 29 | VRTVERTIV HOLDINGS | 66,750 | $7K | 0.82% | |
| 30 | PHPARKER-HANNIFIN CORP | 11,625 | $7K | 0.82% | |
| 31 | NEENEXTERA ENERGY | 106,376 | $7K | 0.82% | |
| 32 | AMGNAMGEN INC | 26,963 | $7K | 0.82% | |
| 33 | BXSLBLACKSTONE SECURED | 223,221 | $7K | 0.82% | |
| 34 | CMCSACOMCAST CORP | 191,555 | $7K | 0.82% | |
| 35 | CFGCITIZENS FINANCIAL | 160,788 | $7K | 0.82% | |
| 36 | CCEPCOCA-COLA EUROPACIFIC | 96,233 | $7K | 0.82% | |
| 37 | WHRWHIRLPOOL CORP | 63,548 | $7K | 0.82% | |
| 38 | BXBLACKSTONE INC | 41,872 | $7K | 0.82% | |
| 39 | TFCTRUIST FINANCIAL | 175,781 | $7K | 0.82% | |
| 40 | BROBROWN & BROWN | 61,728 | $6K | 0.71% | |
| 41 | CVXCHEVRON CORP | 46,424 | $6K | 0.71% | |
| 42 | VIRTVIRTU FINANCIAL | 184,493 | $6K | 0.71% | |
| 43 | ADCAGREE REALTY | 93,477 | $6K | 0.71% | |
| 44 | LAMRLAMAR ADVERTISING | 49,480 | $6K | 0.71% | |
| 45 | NDQINVESCO QQQ | 12,361 | $6K | 0.71% | |
| 46 | FQIDIGITAL REALTY | 37,948 | $6K | 0.71% | |
| 47 | ANETARISTA NETWORKS | 50,764 | $5K | 0.59% | |
| 48 | JPMJPMORGAN CHASE | 20,929 | $5K | 0.59% | |
| 49 | ELFE L F BEAUTY | 43,962 | $5K | 0.59% | |
| 50 | IBKRINTERACTIVE BROKERS | 31,148 | $5K | 0.59% | |
| 51 | BKNGBOOKING HOLDINGS | 1,020 | $5K | 0.59% | |
| 52 | USMVISHARES MSCI | 61,672 | $5K | 0.59% | |
| 53 | NLYANNALY CAPITAL | 281,154 | $5K | 0.59% | |
| 54 | AMDADVANCED MICRO | 35,040 | $4K | 0.47% | |
| 55 | IYY*ISHARES U S | 32,187 | $4K | 0.47% | |
| 56 | COSTCOSTCO WHOLESALE | 5,262 | $4K | 0.47% | |
| 57 | BLKBLACKROCK FDG | 4,876 | $4K | 0.47% | |
| 58 | APAMARTISAN PARTNERS | 98,645 | $4K | 0.47% | |
| 59 | BRK/BBERKSHIRE HATHAWAY | 9,749 | $4K | 0.47% | |
| 60 | VICIVICI PROPERTIES | 164,446 | $4K | 0.47% | |
| 61 | GSGOLDMAN SACHS | 7,356 | $4K | 0.47% | |
| 62 | STAGSTAG INDUSTRIAL | 134,884 | $4K | 0.47% | |
| 63 | TSLATESLA INC | 10,000 | $4K | 0.47% | |
| 64 | HEIHEICO CORP | 20,057 | $4K | 0.47% | |
| 65 | NFGNATIONAL FUEL | 81,463 | $4K | 0.47% | |
| 66 | NFLXNETFLIX INC | 4,492 | $4K | 0.47% | |
| 67 | PFFISHARES PFD | 119,447 | $3K | 0.35% | |
| 68 | AXPAMERICAN EXPRESS | 12,664 | $3K | 0.35% | |
| 69 | EMREMERSON ELECTRIC | 27,288 | $3K | 0.35% | |
| 70 | CATCATERPILLAR INC | 9,961 | $3K | 0.35% | |
| 71 | XLKSECTOR TECHNOLOGY | 14,118 | $3K | 0.35% | |
| 72 | FTAIFTAI AVIATION | 24,424 | $3K | 0.35% | |
| 73 | MUBISHARES NATIONAL | 20,305 | $2K | 0.24% | |
| 74 | VCSHVANGUARD SHORT | 33,640 | $2K | 0.24% | |
| 75 | IYWISHARES TECHNOLOGY | 13,201 | $2K | 0.24% | |
| 76 | PYPLPAYPAL HOLDINGS | 31,154 | $2K | 0.24% | |
| 77 | DHRDANAHER CORP | 11,827 | $2K | 0.24% | |
| 78 | VUGVANGUARD GROWTH | 6,223 | $2K | 0.24% | |
| 79 | JPCNUVEEN PFD | 326,705 | $2K | 0.24% | |
| 80 | IYCISHARES CONSUMER | 24,093 | $2K | 0.24% | |
| 81 | NADNUVEEN QUALITY | 133,431 | $1K | 0.12% | |
| 82 | XLESECTOR ENERGY | 21,869 | $1K | 0.12% | |
| 83 | IEFISHARES 7-10YR | 18,378 | $1K | 0.12% | |
| 84 | LRCXLAM RESEARCH | 17,008 | $1K | 0.12% | |
| 85 | VYMVANGUARD HIGH | 15,638 | $1K | 0.12% | |
| 86 | HYGHISHARES INTEREST | 20,711 | $1K | 0.12% | |
| 87 | BTZBLACKROCK CREDIT | 117,247 | $1K | 0.12% | |
| 88 | KIESPDR S&P | 19,921 | $1K | 0.12% | |
| 89 | ITBISHARES U S | 13,168 | $1K | 0.12% | |
| 90 | IMCGISHARES MORNINGSTAR | 22,205 | $1K | 0.12% | |
| 91 | GEVGE VERNOVA | 5,100 | $1K | 0.12% | |
| 92 | BHKBLACKROCK CORE | 106,119 | $1K | 0.12% | |
| 93 | XBISPDR SERIES | 16,359 | $1K | 0.12% | |
| 94 | AFLAFLAC INC | 10,721 | $1K | 0.12% | |
| 95 | ITA*ISHARES AEROSPACE | 10,965 | $1K | 0.12% | |
| 96 | VCTRVICTORY CAPITAL | 15,874 | $1K | 0.12% | |
| 97 | ORCLORACLE CORP | 8,121 | $1K | 0.12% | |
| 98 | NUVNUVEEN MUNICIPAL VALUE F | 173,477 | $1K | 0.12% | |
| 99 | SOXXISHARES SEMICONDUCTOR | 7,085 | $1K | 0.12% | |
| 100 | XNEAXNUVEEN AMT | 146,539 | $1K | 0.12% |
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