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Institutional Investment Manager
IBEX WEALTH ADVISORS
IBEX WEALTH ADVISORS (CIK: 0001686242). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Portfolio Summary: 461 holdings with a total value of $208,863,000.
#
Name
Shares
Value ($)
%
Options
Notes
451 GENERAL ELECTRIC CO 131,426 4,012,000 1.92%
452 FACEBOOK INC 31,642 4,020,000 1.92%
453 VISA INC 49,249 4,030,000 1.93%
454 LOCKHEED MARTIN CORP 15,903 4,099,000 1.96%
455 GENERAL DYNAMICS CORP 23,204 4,137,000 1.98%
456 COMCAST CORP NEW 58,793 4,325,000 2.07%
457 UNITEDHEALTH GROUP INC 30,461 4,833,000 2.31%
458 PIMCO ETF TR 50,323 5,104,000 2.44%
459 MICROSOFT CORP 97,508 6,118,000 2.93%
460 AT&T INC 184,627 7,653,000 3.66%
461 VERIZON COMMUNICATIONS INC 154,402 8,140,000 3.90%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001686242-17-000001, filed 2017.03.24).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.