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 |
|---|---|---|---|---|---|
| 101 | AJGARTHUR J | 4,097 | $1K | 0.12% | |
| 102 | COPXGLOBAL X | 31,499 | $1K | 0.12% | |
| 103 | ITOTISHARES CORE | 12,121 | $1K | 0.12% | |
| 104 | IWFISHARES RUSSELL | 4,385 | $1K | 0.12% | |
| 105 | XLIINDUSTRIAL SELECT | 12,038 | $1K | 0.12% | |
| 106 | TRVTRAVELERS COS | 5,318 | $1K | 0.12% | |
| 107 | VHTVANGUARD HEALTH | 3,990 | $1K | 0.12% | |
| 108 | PREFPRINCIPAL SPECTRUM | 100,136 | $1K | 0.12% | |
| 109 | QUALISHARES MSCI | 5,837 | $1K | 0.12% | |
| 110 | PGXINVESCO PFD | 134,253 | $1K | 0.12% | |
| 111 | KBESPDR S&P | 30,344 | $1K | 0.12% | |
| 112 | FBNDFIDELITY TOTAL | 26,955 | $1K | 0.12% | |
| 113 | XLUSELECT UTILITIES | 20,924 | $1K | 0.12% | |
| 114 | RSPINVESCO S&P | 6,933 | $1K | 0.12% | |
| 115 | FDXFEDEX CORP | 849 | $0 | 0.00% | |
| 116 | BBNBLACKROCK TXBL | 29,422 | $0 | 0.00% | |
| 117 | NZFNUVEEN MUNICIPAL | 37,326 | $0 | 0.00% | |
| 118 | JNJJOHNSON & JOHNSON | 3,446 | $0 | 0.00% | |
| 119 | IRMIRON MOUNTAIN | 7,908 | $0 | 0.00% | |
| 120 | NVGNUVEEN AMT | 19,905 | $0 | 0.00% | |
| 121 | VOTVANGUARD MID | 1,137 | $0 | 0.00% | |
| 122 | NJRNEW JERSEY | 6,321 | $0 | 0.00% | |
| 123 | FIXCOMFORT SYSTEMS USA INC | 1,044 | $0 | 0.00% | |
| 124 | NANNUVEEN NEW YORK | 14,908 | $0 | 0.00% | |
| 125 | APHAMPHENOL CORP | 4,855 | $0 | 0.00% | |
| 126 | MRSHMARSH & MCLENNAN | 1,259 | $0 | 0.00% | |
| 127 | NTAPNETAPP INC | 3,301 | $0 | 0.00% | |
| 128 | DISWALT DISNEY | 5,741 | $0 | 0.00% | |
| 129 | PFMINVESCO DIVIDEND | 8,597 | $0 | 0.00% | |
| 130 | TLTISHARES 20 | 11,331 | $0 | 0.00% | |
| 131 | FLSFLOWSERVE CORP | 12,803 | $0 | 0.00% | |
| 132 | PQ3PROVIDENT FINANCIAL | 11,195 | $0 | 0.00% | |
| 133 | DWDMORGAN STANLEY | 3,999 | $0 | 0.00% | |
| 134 | MCDMCDONALDS CORP | 2,628 | $0 | 0.00% | |
| 135 | SNASNAP ON | 885 | $0 | 0.00% | |
| 136 | A4SAMERIPRISE FINANCIAL | 1,565 | $0 | 0.00% | |
| 137 | COPCONOCOPHILLIPS | 2,072 | $0 | 0.00% | |
| 138 | QYLDGLOBAL X | 40,727 | $0 | 0.00% | |
| 139 | AMATAPPLIED MATERIALS | 2,858 | $0 | 0.00% | |
| 140 | ITWILLINOIS TOOL | 1,248 | $0 | 0.00% | |
| 141 | ENSGENSIGN GROUP | 1,636 | $0 | 0.00% | |
| 142 | MSIMOTOROLA SOLUTIONS | 1,152 | $0 | 0.00% | |
| 143 | WELLWELLTOWER INC | 5,592 | $0 | 0.00% | |
| 144 | MTBM&T BANK | 3,111 | $0 | 0.00% | |
| 145 | GDXJVANECK JR | 5,300 | $0 | 0.00% | |
| 146 | TSCOTRACTOR SUPPLY | 5,433 | $0 | 0.00% | |
| 147 | DELLDELL TECHNOLOGIES | 2,766 | $0 | 0.00% | |
| 148 | BMIBADGER METER | 1,513 | $0 | 0.00% | |
| 149 | SPGSIMON PROPERTY | 2,346 | $0 | 0.00% | |
| 150 | AQLTISHARES SELECT | 1,624 | $0 | 0.00% | |
| 151 | FITBFIFTH THIRD | 10,576 | $0 | 0.00% | |
| 152 | XBILRBB US | 11,006 | $0 | 0.00% | |
| 153 | VTIVANGUARD TOTAL | 2,892 | $0 | 0.00% | |
| 154 | SXISTANDEX INTL | 1,527 | $0 | 0.00% | |
| 155 | PRIPRIMERICA INC | 1,125 | $0 | 0.00% | |
| 156 | NRKNUVEEN NEW YORK | 11,375 | $0 | 0.00% | |
| 157 | TRGPTARGA RESOURCES | 3,008 | $0 | 0.00% | |
| 158 | SCHWSCHWAB CHARLES | 3,448 | $0 | 0.00% | |
| 159 | IWDISHARES RUSSELL | 1,639 | $0 | 0.00% | |
| 160 | CITCINTAS CORP | 1,365 | $0 | 0.00% | |
| 161 | XOMEXXON MOBIL | 9,155 | $0 | 0.00% | |
| 162 | PEGPUBLIC SERVICE | 10,472 | $0 | 0.00% | |
| 163 | PEPPEPSICO INC | 1,426 | $0 | 0.00% | |
| 164 | LINLINDE PLC | 1,920 | $0 | 0.00% | |
| 165 | KIMKIMCO REALTY | 11,877 | $0 | 0.00% | |
| 166 | VCITVANGUARD INTERMEDIATE | 8,234 | $0 | 0.00% | |
| 167 | DRIDARDEN RESTAURANTS | 2,374 | $0 | 0.00% | |
| 168 | IJRISHARES CORE | 6,205 | $0 | 0.00% | |
| 169 | IWSISHARES RUSS | 1,666 | $0 | 0.00% | |
| 170 | ETNEATON CORP | 1,071 | $0 | 0.00% | |
| 171 | ESGVVANGUARD ESG | 3,293 | $0 | 0.00% | |
| 172 | PDPINVESCO DORSEY | 8,288 | $0 | 0.00% | |
| 173 | SKTTANGER INC | 21,467 | $0 | 0.00% | |
| 174 | COSCNO FINANCIAL | 19,831 | $0 | 0.00% | |
| 175 | ONON SEMICONDUCTOR | 5,016 | $0 | 0.00% | |
| 176 | VKQINVESCO MUNICIPAL | 89,129 | $0 | 0.00% | |
| 177 | CEGCONSTELLATION ENERGY | 1,338 | $0 | 0.00% | |
| 178 | ODFLOLD DOMINION | 2,668 | $0 | 0.00% | |
| 179 | SCHFSCHWAB INTL | 10,745 | $0 | 0.00% | |
| 180 | WMTWALMART INC | 7,733 | $0 | 0.00% | |
| 181 | PFNPIMCO INCOME | 10,988 | $0 | 0.00% | |
| 182 | 7HPHP INC | 19,214 | $0 | 0.00% | |
| 183 | MINTPIMCO EHNANCED | 8,337 | $0 | 0.00% | |
| 184 | AITAPPLIED INDUSTRIAL TECH | 1,357 | $0 | 0.00% | |
| 185 | DONSPDR DOW | 762 | $0 | 0.00% | |
| 186 | VGTVANGUARD INFORMATION | 516 | $0 | 0.00% | |
| 187 | VOOVANGUARD S&P | 495 | $0 | 0.00% | |
| 188 | AMXAMERICA MOVIL | 12,188 | $0 | 0.00% | |
| 189 | HIGHARTFORD FINANCIAL | 6,555 | $0 | 0.00% | |
| 190 | GEGE AEROSPACE | 5,079 | $0 | 0.00% | |
| 191 | GOOGALPHABET INC | 1,501 | $0 | 0.00% | |
| 192 | GWWGRAINGER W W | 376 | $0 | 0.00% | |
| 193 | VIGVANGUARD DIVIDEND | 2,820 | $0 | 0.00% | |
| 194 | ABGCENCORA INC | 1,241 | $0 | 0.00% | |
| 195 | PKBINVESCO BUILDING | 11,484 | $0 | 0.00% | |
| 196 | RLIRLI CORP | 1,819 | $0 | 0.00% | |
| 197 | NMZNUVEEN MUNICIPAL | 33,739 | $0 | 0.00% | |
| 198 | JEFJEFFERIES FINANCIAL | 6,420 | $0 | 0.00% | |
| 199 | IGVISHARES EXPANDED | 2,947 | $0 | 0.00% | |
| 200 | VCLTVANGUARD LONG | 8,390 | $0 | 0.00% |