Fund HoldingsIBEX WEALTH ADVISORS

Total Portfolio Value
$368.9K
Total Bought
$256.6K
Total Sold
$100.1K
Net Transaction
+$156.5K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MARATHON PETROLEUM(MPC)080,694+80,694092.55%+9
PFIZER INC(PFE)0143,973+143,973072.00%+7
TARGET CORP(TGT)042,912+42,912061.73%+6
THERMO FISHER(TMO)011,016+11,016061.64%+6
PRUDENTIAL FINANCIAL(PFH)065,544+65,544071.77%+7
NASDAQ INC(NDAQ)094,461+94,461061.57%+6
DEVON ENERGY(DVN)092,542+92,542061.54%+6
CHEVRON CORP(CVX)064,379+64,3790123.13%+12
UNITEDHEALTH GROUP(UNH)1018,103+18,0935102.60%+5
UNITED PARCEL(UPS)045,176+45,176082.13%+8
BLACKSTONE MORTGAGE(BXMT)0197,118+197,118041.13%+4
CROWN CASTLE(CCI)026,787+26,787040.98%+4
NEXTERA ENERGY(NEE)83102,345+102,262592.32%+3
EOG RESOURCES(EOG)026,245+26,245030.92%+3
HOME DEPOT(HD)021,967+21,967071.88%+7
EXXON MOBIL030,343+30,343030.91%+3
REALTY INCOME(O)045,105+45,105030.78%+3
ON SEMICONDUCTOR(ON)048,389+48,389030.82%+3
PHYSICIANS REALTY0175,983+175,983030.69%+3
GLOBALFOUNDRIES INC(GFS)047,113+47,113030.69%+3
CHUBB LTD
COM
011,235+11,235020.67%+2
PEPSICO INC(PEP)3748,084+48,047692.35%+2
BJS WHOLESALE(BJ)035,956+35,956020.64%+2
CANADIAN NATURAL(CNQ)749,419+49,412030.74%+2
GENERAL DYNAMICS(GD)08,398+8,398020.56%+2
SCHWAB CHARLES(SCHW)023,951+23,951020.54%+2
DANAHER CORP(DHR)018,402+18,402051.32%+5
STARBUCKS CORP(SBUX)019,127+19,127020.51%+2
LINDE PLC(LIN)05,617+5,617020.50%+2
ELEVANCE HEALTH(ELV)03,452+3,452020.48%+2
ANNALY CAPITAL070,197+70,197010.40%+1
CATERPILLAR INC(CAT)07,960+7,960020.52%+2
MCDONALDS CORP(MCD)04,507+4,507010.32%+1
T-MOBILE US(TMUS)29,197+9,195010.35%+1
VERIZON COMMUNICATIONS(VZ)200212,822+212,622882.27%+1
AES CORP(AES)024,184+24,184010.19%+1
DARDEN RESTAURANTS(DRI)05,025+5,025010.19%+1
VICI PROPERTIES(VICI)133151,900+151,767451.33%+1
RIO TINTO(RIO)08,771+8,771010.17%+1
360 DIGITECH(QFIN)030,291+30,291010.17%+1
RED ROCK(RRR)014,741+14,741010.16%+1
GREIF INC(GEF)08,612+8,612010.16%+1
CHESAPEAKE ENERGY(EXE)06,098+6,098010.16%+1
MORGAN STANLEY(MS)06,707+6,707010.15%+1
BANK OZK(OZK)013,509+13,509010.15%+1
GILEAD SCIENCES(GILD)6365,468+65,405561.52%+1
DIAMONDBACK ENERGY(FANG)03,839+3,839010.14%+1
TAPESTRY INC(TPR)013,709+13,709010.14%+1
ABBVIE INC(ABBV)4950,587+50,538882.22%+1
SYSCO CORP(SYY)06,787+6,787010.14%+1
SYNOVUS FINANCIAL013,218+13,218000.13%0
PACIFIC PREMIER015,528+15,528000.13%0
FEDERATED HERMES(FHI)012,389+12,389000.12%0
GLACIER BANCORP(GBCI)09,079+9,079000.12%0
SPARTANNASH COMPANY014,096+14,096000.12%0
NRG ENERGY(NRG)012,647+12,647000.11%0
ONEOK INC(OKE)171188,306+188,13512123.35%0
DEERE & CO(DE)0651+651000.08%0
SPDR GOLD(GLD)01,581+1,581000.07%0
AMERICAN INTL2833,906+33,878220.58%0
MARATHON OIL07,580+7,580000.06%0
FORTINET INC(FTNT)04,182+4,182000.06%0
VIPER ENERGY06,303+6,303000.05%0
PROLOGIS INC(PLD)3542,720+42,685551.31%0
AGILENT TECHNOLOGIES(A)22,888+2,886000.12%0
HARTFORD FINANCIAL(HIG)46,191+6,187000.13%0
BANK MONTREAL34,663+4,660000.11%0
M&T BANK(MTB)43,783+3,779110.15%0
OLD DOMINION(ODFL)12,098+2,097110.16%0
SIRIUS XM(SIRI)1312,500+12,487000.02%0
JOHNSON & JOHNSON(JNJ)32,858+2,855110.14%-0
VICTORY CAPITAL(VCTR)1617,617+17,601100.13%-0
ARTHUR J(AJG)04,399+4,399010.22%+1
APPLIED MATERIALS33,668+3,665000.10%-0
AMERIPRISE FINANCIAL(AMP)11,356+1,355100.11%-0
AFLAC INC(AFL)98,899+8,890110.17%-0
BLOOMIN BRANDS2425,627+25,603110.14%-0
LAKELAND BANCORP130-1300-0
DELL TECHNOLOGIES(DELL)30-300-0
FEDEX CORP(FDX)10-100-0
SNAP ON(SNA)10-100-0
GOLDMAN SACHS(GS)10-100-0
ARCH CAPITAL GROUP LTD
ORD
30-300-0
ALBEMARLE CORP(ALB)20-200-0
METLIFE INC(MET)40-400-0
MOTOROLA SOLUTIONS(MSI)10-100-0
STAG INDUSTRIAL(STAG)8998,546+98,457330.86%-0
WILLIAMS COS(WMB)316324,563+324,24711112.89%-0
NORTHERN OIL(NOG)90-900-0
MERCK & COMPANY(MRK)30-300-0
GE HEALTHCARE(GEHC)50-500-0
SALESFORCE INC(CRM)000000
HEWLETT PACKARD(HPE)260-2600-0
JPMORGAN CHASE(JPM)30-300-0
FLOWSERVE CORP(FLS)120-1200-0
WELLTOWER INC(WELL)50-500-0
IRON MOUNTAIN(IRM)70-700-0
WALMART INC(WMT)000000
TANGER INC(SKT)180-1810-1
JOYY INC(JOYY)130-1310-1
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