IBEX WEALTH ADVISORS
204 holdingsFiling period: 2026-03-31Current AUM: $1.23Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 679.9K | $118.6M | $136.5M | 11.10% | -2,598 | 2026-03-31 |
| 2 | AVGO | BROADCOM INC | 146.3K | $45.3M | $56.9M | 4.63% | -22,002 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 117.6K | $29.9M | $36.3M | 2.95% | +4.2K | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 72.4K | $26.8M | $33.7M | 2.74% | -8,759 | 2026-03-31 |
| 5 | PLTR | PALANTIR TECHNOLOGIES | 182.5K | $26.7M | $22.5M | 1.83% | -6,900 | 2026-03-31 |
| 6 | WMB | WILLIAMS COS | 356.3K | $25.9M | $25.5M | 2.07% | +9.6K | 2026-03-31 |
| 7 | MINT | PIMCO EHNANCED | 255.1K | $25.7M | $25.7M | 2.09% | -- | 2026-03-31 |
| 8 | VRT | VERTIV HOLDINGS | 99.5K | $24.9M | $24.0M | 1.95% | +1.9K | 2026-03-31 |
| 9 | JXN | JACKSON FINANCIAL | 199.7K | $21.1M | $24.4M | 1.99% | +3.6K | 2026-03-31 |
| 10 | TBIL | F/M U S | 390.8K | $19.5M | $19.5M | 1.58% | +64.2K | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 66.1K | $19.0M | $23.5M | 1.91% | +2.7K | 2026-03-31 |
| 12 | KMI | KINDER MORGAN | 561.2K | $18.8M | $18.1M | 1.47% | +20.3K | 2026-03-31 |
| 13 | APP | APPLOVIN CORP | 45.7K | $18.2M | $18.1M | 1.47% | +780 | 2026-03-31 |
| 14 | ABBV | ABBVIE INC | 82.9K | $18.0M | $20.8M | 1.69% | +23.6K | 2026-03-31 |
| 15 | MU | MICRON TECHNOLOGY INC | 51.2K | $17.3M | $42.2M | 3.43% | +634 | 2026-03-31 |
| 16 | AMZN | AMAZON COM | 82.3K | $17.1M | $22.4M | 1.82% | +3.6K | 2026-03-31 |
| 17 | T | AT&T INC | 584.3K | $16.9M | $13.6M | 1.10% | +32.1K | 2026-03-31 |
| 18 | OKE | ONEOK INC | 187.1K | $16.9M | $17.0M | 1.38% | +6.3K | 2026-03-31 |
| 19 | VZ | VERIZON COMMUNICATIONS | 326.3K | $16.4M | $15.3M | 1.24% | +22.7K | 2026-03-31 |
| 20 | AMGN | AMGEN INC | 43.7K | $15.4M | $16.8M | 1.37% | +14.8K | 2026-03-31 |
| 21 | XOM | EXXON MOBIL | 88.6K | $15.0M | $13.8M | 1.12% | -- | 2026-03-31 |
| 22 | XOM | EXXON MOBIL | 88.6K | $15.0M | $13.8M | 1.12% | -- | 2026-03-31 |
| 23 | SHEL | SHELL PLC | 161.0K | $15.0M | $14.8M | 1.20% | +7.5K | 2026-03-31 |
| 24 | NLY | ANNALY CAPITAL | 670.0K | $14.2M | $15.2M | 1.24% | +46.3K | 2026-03-31 |
| 25 | TSM | TAIWAN SEMICONDUCTOR | 36.7K | $12.4M | $14.8M | 1.21% | +3.6K | 2026-03-31 |
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