IBEX WEALTH ADVISORS

Institutional manager (13F) · CIK 1686242

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $832M

#	Issuer	Value	Shares
1	NVIDIA CORP	$119M	679,916
2	BROADCOM INC	$45M	146,252
3	APPLE INC	$30M	117,630
4	MICROSOFT CORP	$27M	72,440
5	PALANTIR TECHNOLOGIES	$27M	182,544
6	WILLIAMS COS	$26M	356,290
7	PIMCO EHNANCED	$26M	255,083
8	VERTIV HOLDINGS	$25M	99,511
9	JACKSON FINANCIAL	$21M	199,723
10	F/M U S	$19M	390,826
11	ALPHABET INC	$19M	66,119
12	KINDER MORGAN	$19M	561,238
13	APPLOVIN CORP	$18M	45,733
14	ABBVIE INC	$18M	82,939
15	MICRON TECHNOLOGY INC	$17M	51,248
16	AMAZON COM	$17M	82,325
17	AT&T INC	$17M	584,332
18	ONEOK INC	$17M	187,077
19	VERIZON COMMUNICATIONS	$16M	326,322
20	AMGEN INC	$15M	43,734
21	EXXON MOBIL	$15M	88,566
22	SHELL PLC	$15M	161,017
23	ANNALY CAPITAL	$14M	670,031
24	TAIWAN SEMICONDUCTOR	$12M	36,723
25	MERCK & COMPANY	$12M	101,148
26	CHEVRON CORP	$12M	56,559
27	VISA INC	$11M	36,007
28	INTERACTIVE BROKERS	$11M	159,743
29	PFIZER INC	$11M	376,721
30	CME GROUP	$10M	34,741
31	META PLATFORMS	$10M	17,682
32	PALO ALTO	$9M	59,221
33	WOODWARD INC	$9M	26,303
34	CARETRUST REIT	$9M	251,393
35	GE VERNOVA	$9M	10,513
36	ARISTA NETWORKS	$9M	74,162
37	KIMCO REALTY	$9M	403,598
38	HOWMET AEROSPACE	$9M	39,279
39	TRUIST FINANCIAL	$9M	193,653
40	NATIONAL FUEL	$9M	94,273
41	LAM RESEARCH	$9M	39,856
42	AGREE REALTY	$8M	108,753
43	STONEX GROUP	$8M	100,289
44	HOST HOTELS	$8M	410,618
45	AMPHENOL CORP	$8M	61,414
46	INVESCO QQQ	$8M	13,295
47	AMERICAN ELECTRIC	$8M	57,620
48	LAMAR ADVERTISING	$7M	59,051
49	ELI LILLY	$7M	8,093
50	JPMORGAN CHASE	$7M	25,233

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.