- New Purchases: DGX, STAG, ACC, PAA,
- Added Positions: MRK, ACN, AMGN, NVDA, DIS, LMT, AKAM, WMT, JPM, CVX, DSL, BHK, CE, NUV, RDS.B, HD, T, NEA, VLO, CCEP, JPC, NAD, TGT, EXG, OKE, KYN, AAPL, CQP, KMI, VYM, RQI, MPW, MMP, EPD, LAMR, DLR, MUB, AMLP, BABA, CGC, EXC, BBN, KW, VKQ, CIEN, NFJ, UTG, NKE, VTR, WMB,
- Reduced Positions: CSCO, DHR, MINT, MSFT, FISV, MA, IYY, PGX, NDAQ, RTN, UNH, PAYC, VTI, JPS,
- Sold Out: AMZN, VCIT, SH, GOOGL, ADBE, EEM, PGR, GLW, SPY, APTS, PK, GWPH, EW, BRK.B, SBUX, ILMN, LOW, NFLX, TMO, UNP, PANW, QQQ, ET, COST, IVW, IYC, VIG, JNJ, DOW, IGM, XOM, IYW, XLK, CB, MTB, LRCX, FLOT, PEP, GLD, IJR, VNQ, XLY, AES, PG, IYF, IYH, MTUM, TIP, CMS, EL, ORCL, VGM, IYR, SCHO, SPYG, XBI, CME, DTE, ESS, EXR, HON, NI, GWW, WM, AGG, IYE, ALK, LNT, BAC, CNP, CINF, DRI, DRE, FAST, WELL, HSY, INTC, IPG, ES, NOC, XEL, PFN, IGV, IJH, SDOG, SHV, TLT, AMT, AME, BLL, BSX, CF, CDNS, CHD, KO, COP, COO, ECL, ITT, IR, SPGI, MET, MU, MSI, ROP, SBAC, CRM, STX, SIRI, WEC, TDG, NHF, ETY, QQQX, AWK, AVGO, VRSK, FLT, FB, BTT, FPF, AMJ, DVY, IHI, IJJ, PBE, SUB, VCSH, VGT, APH, ANSS, CENX, CLX, DHI, EXEL, IT, GE, HSIC, IBM, IDXX, INTU, MDLZ, MMC, MCD, MCO, PH, LIN, PRU, PHM, QCOM, SNY, SHW, RFI, MFL, MYJ, NXJ, NAN, NRK, PMX, EVT, BXMX, BTZ, NYV, CHTR, FAF, LBRDA, LBRDK, SHAK, SQ, DELL, BSV, EFA, GDX, IGF, IHF, ITA, KXI, SHY, VCR, VDE, VPU, VTIP, VUG, XLV, RAMP, A, PYX, MO, AIG, NLY, SAN, BPL, CAT, DISCA, LLY, AVDL, FL, F, GNW, GSS, HL, HOV, IMMU, KRNY, LBAI, LBTYA, NM, NOK, OHI, PVH, PEG, SKX, SWKS, MUX, UAA, UTX, WAB, WFC, EVRG, DNP, HQH, NIM, GIM, MVF, NZF, JFR, FMO, QRTEA, ZIOP, LBTYK, UEC, DISCK, NJV, STK, YNDX, CXP, PLXP, GOOG, FSK, ACB, APHA, LILA, LILAK, UA, LEXEA, TLRY, DEM, FAD, FBT, FDN, FFTY, FXL, HYG, IBDK, IDU, IJK, IJT, IVE, IVOO, IYJ, IYK, IYZ, PKW, PSCT, QTEC, SLV, SPLV, TNA, USO, VB, VCLT, VWO, XLE,
For the details of IBEX WEALTH ADVISORS's stock buys and sells, go to https://www.gurufocus.com/guru/ibex+wealth+advisors/current-portfolio/portfolio
These are the top 5 holdings of IBEX WEALTH ADVISORS- Microsoft Corp (MSFT) - 79,775 shares, 3.79% of the total portfolio. Shares reduced by 1.95%
- Verizon Communications Inc (VZ) - 155,312 shares, 3.21% of the total portfolio. Shares added by 0.19%
- PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 78,740 shares, 2.74% of the total portfolio. Shares reduced by 5.83%
- The Home Depot Inc (HD) - 33,773 shares, 2.68% of the total portfolio. Shares added by 1.76%
- JPMorgan Chase & Co (JPM) - 66,011 shares, 2.66% of the total portfolio. Shares added by 16.50%
Ibex Wealth Advisors initiated holding in Quest Diagnostics Inc. The purchase prices were between $97.85 and $107.42, with an estimated average price of $102.67. The stock is now traded at around $101.92. The impact to a portfolio due to this purchase was 1.05%. The holding were 28,729 shares as of .
New Purchase: Stag Industrial Inc (STAG)Ibex Wealth Advisors initiated holding in Stag Industrial Inc. The purchase prices were between $28.05 and $31.06, with an estimated average price of $29.68. The stock is now traded at around $30.27. The impact to a portfolio due to this purchase was 0.74%. The holding were 73,738 shares as of .
New Purchase: American Campus Communities Inc (ACC)Ibex Wealth Advisors initiated holding in American Campus Communities Inc. The purchase prices were between $46 and $49.11, with an estimated average price of $47.25. The stock is now traded at around $46.33. The impact to a portfolio due to this purchase was 0.68%. The holding were 41,600 shares as of .
New Purchase: Plains All American Pipeline LP (PAA)Ibex Wealth Advisors initiated holding in Plains All American Pipeline LP. The purchase prices were between $20.75 and $25.04, with an estimated average price of $22.63. The stock is now traded at around $17.58. The impact to a portfolio due to this purchase was 0.52%. The holding were 72,721 shares as of .
Added: Merck & Co Inc (MRK)Ibex Wealth Advisors added to a holding in Merck & Co Inc by 2130.24%. The purchase prices were between $79.73 and $86.91, with an estimated average price of $84.08. The stock is now traded at around $84.12. The impact to a portfolio due to this purchase was 1.19%. The holding were 43,445 shares as of .
Added: Accenture PLC (ACN)Ibex Wealth Advisors added to a holding in Accenture PLC by 6086.19%. The purchase prices were between $185.55 and $201.12, with an estimated average price of $193.55. The stock is now traded at around $191.43. The impact to a portfolio due to this purchase was 0.95%. The holding were 14,785 shares as of .
Added: NVIDIA Corp (NVDA)Ibex Wealth Advisors added to a holding in NVIDIA Corp by 46.27%. The purchase prices were between $148.77 and $184.33, with an estimated average price of $168.17. The stock is now traded at around $209.61. The impact to a portfolio due to this purchase was 0.56%. The holding were 29,525 shares as of .
Added: Amgen Inc (AMGN)Ibex Wealth Advisors added to a holding in Amgen Inc by 60.90%. The purchase prices were between $174.11 and $208.62, with an estimated average price of $192.15. The stock is now traded at around $221.31. The impact to a portfolio due to this purchase was 0.56%. The holding were 22,431 shares as of .
Added: The Walt Disney Co (DIS)Ibex Wealth Advisors added to a holding in The Walt Disney Co by 111.58%. The purchase prices were between $129.96 and $146.39, with an estimated average price of $138.33. The stock is now traded at around $138.58. The impact to a portfolio due to this purchase was 0.55%. The holding were 23,502 shares as of .
Added: Lockheed Martin Corp (LMT)Ibex Wealth Advisors added to a holding in Lockheed Martin Corp by 27.00%. The purchase prices were between $356.21 and $397.04, with an estimated average price of $376.12. The stock is now traded at around $386.30. The impact to a portfolio due to this purchase was 0.53%. The holding were 18,742 shares as of .
Sold Out: Amazon.com Inc (AMZN)Ibex Wealth Advisors sold out a holding in Amazon.com Inc. The sale prices were between $1725.45 and $2020.99, with an estimated average price of $1854.66.
Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)Ibex Wealth Advisors sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $89.11 and $92.09, with an estimated average price of $90.59.
Sold Out: ProShares Short S&P500 (SH)Ibex Wealth Advisors sold out a holding in ProShares Short S&P500. The sale prices were between $25.89 and $27.51, with an estimated average price of $26.43.
Sold Out: Alphabet Inc (GOOGL)Ibex Wealth Advisors sold out a holding in Alphabet Inc. The sale prices were between $1100 and $1245.94, with an estimated average price of $1183.58.
Sold Out: Adobe Inc (ADBE)Ibex Wealth Advisors sold out a holding in Adobe Inc. The sale prices were between $272.47 and $311.27, with an estimated average price of $292.03.
Sold Out: iShares MSCI Emerging Markets ETF (EEM)Ibex Wealth Advisors sold out a holding in iShares MSCI Emerging Markets ETF. The sale prices were between $38.74 and $43.42, with an estimated average price of $41.29.
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