Ibex Wealth Advisors Top Holdings and 13F Report (2024) → 348 million Americans lives to END as we know it? (From The Oxford Club) (Ad) About Ibex Wealth AdvisorsInvestment ActivityIbex Wealth Advisors has $368.90 thousand in total holdings as of March 31, 2024.Ibex Wealth Advisors owns shares of 109 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 99.93% of the portfolio was purchased this quarter.About 27.12% of the portfolio was sold this quarter.This quarter, Ibex Wealth Advisors has purchased 109 new stocks and bought additional shares in 65 stocks.Ibex Wealth Advisors sold shares of 0 stocks and completely divested from 44 stocks this quarter.Largest Holdings Microsoft $15,106Apple $14,190ONEOK $12,372Chevron $11,555NVIDIA $11,221 Largest New Holdings this Quarter Marathon Petroleum $9,392 HoldingPfizer $7,377 HoldingTarget $6,396 HoldingThermo Fisher Scientific $6,066 HoldingNasdaq $5,795 Holding Largest Purchases this Quarter Microsoft 62,917 shares (about $15.09K)Apple 109,096 shares (about $14.17K)ONEOK 188,135 shares (about $12.36K)Chevron 64,337 shares (about $11.55K)NVIDIA 76,699 shares (about $11.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIbex Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$15,106$15,089 ▲88,615.5%62,9884.1%Computer and TechnologyAAPLApple$14,190$14,175 ▲93,244.4%109,2133.8%Computer and TechnologyOKEONEOK$12,372$12,361 ▲110,020.5%188,3063.4%Oils/EnergyCVXChevron$11,555$11,547 ▲153,183.3%64,3793.1%Oils/EnergyNVDANVIDIA$11,221$11,209 ▲93,535.4%76,7813.0%Computer and TechnologyWMBWilliams Companies$10,678$10,668 ▲102,609.8%324,5632.9%Oils/EnergyAVGOBroadcom$10,097$10,087 ▲100,222.2%18,0582.7%Computer and TechnologyUNHUnitedHealth Group$9,598$9,593 ▲180,930.0%18,1032.6%MedicalMPCMarathon Petroleum$9,392$9,392 ▲New Holding80,6942.5%Oils/EnergyPEPPepsiCo$8,687$8,680 ▲129,856.8%48,0842.4%Consumer StaplesHRBH&R Block$8,584$8,576 ▲108,244.7%235,1082.3%Consumer DiscretionaryNEENextEra Energy$8,556$8,549 ▲123,207.2%102,3452.3%UtilitiesVZVerizon Communications$8,385$8,377 ▲106,311.0%212,8222.3%Computer and TechnologyABBVAbbVie$8,175$8,167 ▲103,138.8%50,5872.2%MedicalSHELShell$7,890$7,882 ▲102,526.7%138,5462.1%Oils/EnergyUPSUnited Parcel Service$7,853$7,849 ▲205,245.5%45,1762.1%TransportationPFEPfizer$7,377$7,377 ▲New Holding143,9732.0%MedicalVVisa$6,938$6,931 ▲92,666.7%33,3961.9%Business ServicesHDHome Depot$6,938$6,935 ▲199,600.0%21,9671.9%Retail/WholesalePRUPrudential Financial$6,519$6,518 ▲1,092,300.0%65,5441.8%FinanceAMGNAmgen$6,453$6,447 ▲102,279.2%24,5711.7%MedicalTAT&T$6,431$6,421 ▲62,502.7%349,3231.7%Computer and TechnologyTGTTarget$6,396$6,396 ▲New Holding42,9121.7%Retail/WholesaleTMOThermo Fisher Scientific$6,066$6,066 ▲New Holding11,0161.6%MedicalQCOMQUALCOMM$5,933$5,927 ▲105,713.7%53,9651.6%Computer and TechnologyNDAQNasdaq$5,795$5,795 ▲New Holding94,4611.6%FinanceDVNDevon Energy$5,692$5,692 ▲New Holding92,5421.5%Oils/EnergyGILDGilead Sciences$5,620$5,615 ▲103,817.5%65,4681.5%MedicalVICIVICI Properties$4,922$4,918 ▲114,110.5%151,9001.3%FinanceDHRDanaher$4,884$4,881 ▲141,453.8%18,4021.3%Multi-Sector ConglomeratesPLDPrologis$4,816$4,812 ▲121,957.1%42,7201.3%FinanceMAMastercard$4,523$4,518 ▲99,953.8%13,0071.2%Business ServicesGOOGLAlphabet$4,469$4,464 ▲91,994.5%50,6521.2%Computer and TechnologyBXMTBlackstone Mortgage Trust$4,173$4,173 ▲New Holding197,1181.1%FinanceIBMInternational Business Machines$4,000$3,994 ▲69,143.9%28,3901.1%Computer and TechnologyUNMUnum Group$3,879$3,874 ▲83,568.1%94,5451.1%FinanceCCICrown Castle$3,633$3,633 ▲New Holding26,7871.0%FinancePANWPalo Alto Networks$3,483$3,479 ▲95,888.5%24,9570.9%Computer and TechnologyACNAccenture$3,450$3,445 ▲67,947.4%12,9290.9%Business ServicesEOGEOG Resources$3,399$3,399 ▲New Holding26,2450.9%Oils/EnergyXOMExxon Mobil$3,347$3,346 ▲606,760.0%30,3430.9%Oils/EnergySTAGSTAG Industrial$3,184$3,181 ▲110,625.8%98,5460.9%FinanceONOnsemi$3,018$3,018 ▲967,680.0%48,3890.8%Computer and TechnologyORealty Income$2,861$2,861 ▲New Holding45,1050.8%FinanceADCAgree Realty$2,854$2,849 ▲58,210.1%40,2340.8%FinanceADBEAdobe$2,797$2,794 ▲83,010.0%8,3110.8%Computer and TechnologyCNQCanadian Natural Resources$2,744$2,744 ▲705,885.7%49,4190.7%Oils/EnergyDLRDigital Realty Trust$2,661$2,658 ▲101,953.8%26,5340.7%FinanceDOCHealthpeak Properties$2,546$2,546 ▲New Holding175,9830.7%FinanceGFSGLOBALFOUNDRIES$2,539$2,539 ▲New Holding47,1130.7%Computer and TechnologyCBChubb$2,478$2,478 ▲New Holding11,2350.7%FinanceBJBJ's Wholesale Club$2,379$2,379 ▲New Holding35,9560.6%Consumer DiscretionaryLLYEli Lilly and Company$2,336$2,332 ▲63,740.0%6,3840.6%MedicalAIGAmerican International Group$2,144$2,142 ▲120,992.9%33,9060.6%FinanceBRK.BBerkshire Hathaway$2,086$2,084 ▲96,385.7%6,7540.6%FinanceGDGeneral Dynamics$2,084$2,084 ▲New Holding8,3980.6%AerospaceSCHWCharles Schwab$1,994$1,994 ▲New Holding23,9510.5%FinanceCATCaterpillar$1,907$1,907 ▲397,900.0%7,9600.5%Industrial ProductsSBUXStarbucks$1,897$1,897 ▲New Holding19,1270.5%Retail/WholesaleGEGeneral Electric$1,854$1,852 ▲88,408.0%22,1270.5%TransportationLINDE PLC$1,832$1,832 ▲New Holding5,6170.5%COMELVElevance Health$1,771$1,771 ▲New Holding3,4520.5%MedicalAMZNAmazon.com$1,606$1,600 ▲25,392.0%19,1190.4%Retail/WholesaleNLYAnnaly Capital Management$1,480$1,480 ▲New Holding70,1970.4%FinanceTMUST-Mobile US$1,288$1,288 ▲459,750.0%9,1970.3%Computer and TechnologyMCDMcDonald's$1,188$1,188 ▲New Holding4,5070.3%Retail/WholesaleCOPConocoPhillips$1,061$1,058 ▲40,763.6%8,9900.3%Oils/EnergyTSLATesla$990$989 ▲89,211.1%8,0380.3%Auto/Tires/TrucksAJGArthur J. Gallagher & Co.$829$828 ▲109,875.0%4,3990.2%FinanceLRCXLam Research$772$771 ▲91,750.0%1,8370.2%Computer and TechnologyAESAES$696$696 ▲New Holding24,1840.2%UtilitiesDRIDarden Restaurants$695$695 ▲New Holding5,0250.2%Retail/WholesaleAFLAflac$640$639 ▲98,777.8%8,8990.2%FinanceRIORio Tinto Group$624$624 ▲New Holding8,7710.2%Basic MaterialsKMIKinder Morgan$622$616 ▲10,319.7%34,3850.2%Oils/EnergyQFINQifu Technology$617$617 ▲New Holding30,2910.2%Business ServicesGOOGAlphabet$600$598 ▲25,903.8%6,7610.2%Computer and TechnologyODFLOld Dominion Freight Line$595$595 ▲209,700.0%2,0980.2%TransportationRRRRed Rock Resorts$590$590 ▲New Holding14,7410.2%Consumer DiscretionaryGEFGreif$578$578 ▲New Holding8,6120.2%Industrial ProductsCHKChesapeake Energy$575$575 ▲New Holding6,0980.2%Oils/EnergyMSMorgan Stanley$570$570 ▲New Holding6,7070.2%FinanceMTBM&T Bank$549$548 ▲94,475.0%3,7830.1%FinanceOZKBank OZK$541$541 ▲New Holding13,5090.1%FinanceFANGDiamondback Energy$525$525 ▲New Holding3,8390.1%Oils/EnergyTPRTapestry$522$522 ▲New Holding13,7090.1%Retail/WholesaleSYYSysco$519$519 ▲New Holding6,7870.1%Consumer StaplesBLMNBloomin' Brands$516$516 ▲106,679.2%25,6270.1%Retail/WholesaleJNJJohnson & Johnson$505$504 ▲95,166.7%2,8580.1%MedicalSNVSynovus Financial$496$496 ▲New Holding13,2180.1%FinancePPBIPacific Premier Bancorp$490$490 ▲New Holding15,5280.1%FinanceVCTRVictory Capital$473$473 ▲110,006.3%17,6170.1%FinanceHIGThe Hartford Financial Services Group$469$469 ▲154,675.0%6,1910.1%FinanceFHIFederated Hermes$450$450 ▲New Holding12,3890.1%FinanceGBCIGlacier Bancorp$449$449 ▲New Holding9,0790.1%FinanceAAgilent Technologies$432$432 ▲144,300.0%2,8880.1%Computer and TechnologySPTNSpartanNash$426$426 ▲New Holding14,0960.1%Retail/WholesaleAMPAmeriprise Financial$422$422 ▲135,500.0%1,3560.1%FinanceBMOBank of Montreal$422$422 ▲155,333.3%4,6630.1%FinanceNRGNRG Energy$402$402 ▲New Holding12,6470.1%UtilitiesShowing largest 100 holdings. 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