IBEX WEALTH ADVISORS
210 holdingsFiling period: 2026-06-30Current AUM: $1.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 685.0K | $137.1M | $154.6M | 11.74% | +5.1K | 2026-06-30 |
| 2 | MU | MICRON TECHNOLOGY | 63.7K | $73.5M | $63.7M | 4.84% | +12.5K | 2026-06-30 |
| 3 | AVGO | BROADCOM INC | 144.1K | $54.4M | $53.1M | 4.03% | -2,176 | 2026-06-30 |
| 4 | AAPL | APPLE INC | 117.7K | $34.1M | $37.2M | 2.83% | +80 | 2026-06-30 |
| 5 | VRT | VERTIV HOLDINGS | 100.1K | $33.5M | $29.1M | 2.21% | +602 | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 73.2K | $27.3M | $36.1M | 2.74% | +725 | 2026-06-30 |
| 7 | WMB | WILLIAMS COS | 357.4K | $26.6M | $27.1M | 2.06% | +1.1K | 2026-06-30 |
| 8 | DELL | DELL TECHNOLOGIES | 56.3K | $24.3M | $30.1M | 2.28% | +53.4K | 2026-06-30 |
| 9 | GOOGL | ALPHABET INC | 66.9K | $23.9M | $22.6M | 1.72% | +796 | 2026-06-30 |
| 10 | APP | APPLOVIN CORP | 45.9K | $23.6M | $14.3M | 1.09% | +134 | 2026-06-30 |
| 11 | PLTR | PALANTIR TECHNOLOGIES | 183.4K | $21.4M | $31.2M | 2.37% | +842 | 2026-06-30 |
| 12 | JXN | JACKSON FINANCIAL | 201.4K | $20.6M | $27.5M | 2.09% | +1.7K | 2026-06-30 |
| 13 | AMZN | AMAZON COM | 82.8K | $19.7M | $21.3M | 1.61% | +451 | 2026-06-30 |
| 14 | TBIL | F/M U S | 390.2K | $19.5M | $19.5M | 1.48% | -616 | 2026-06-30 |
| 15 | LRCX | LAM RESEARCH | 42.2K | $18.3M | $13.5M | 1.03% | +2.3K | 2026-06-30 |
| 16 | KMI | KINDER MORGAN | 568.4K | $18.2M | $18.2M | 1.38% | +7.1K | 2026-06-30 |
| 17 | TSM | TAIWAN SEMICONDUCTOR | 37.8K | $18.0M | $16.6M | 1.26% | +1.1K | 2026-06-30 |
| 18 | UNH | UNITEDHEALTH GROUP | 39.4K | $16.4M | $15.8M | 1.20% | +13.6K | 2026-06-30 |
| 19 | OKE | ONEOK INC | 188.1K | $16.4M | $18.3M | 1.39% | +1.0K | 2026-06-30 |
| 20 | ABBV | ABBVIE INC | 63.4K | $16.0M | $15.8M | 1.20% | -19,515 | 2026-06-30 |
| 21 | NLY | ANNALY CAPITAL | 691.1K | $15.5M | $15.7M | 1.19% | +21.1K | 2026-06-30 |
| 22 | LLY | ELI LILLY | 12.2K | $14.6M | $13.7M | 1.04% | +4.1K | 2026-06-30 |
| 23 | IBKR | INTERACTIVE BROKERS | 163.6K | $14.2M | $14.9M | 1.13% | +3.8K | 2026-06-30 |
| 24 | VZ | VERIZON COMMUNICATIONS | 333.9K | $14.1M | $16.8M | 1.28% | +7.6K | 2026-06-30 |
| 25 | AMAT | APPLIED MATERIALS | 19.0K | $13.7M | $9.0M | 0.68% | +16.1K | 2026-06-30 |
← Scroll →
Page 1 of 9