| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2010 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 31 | Q2 2024 | 5.8% |
| NVIDIA CORP | 31 | Q2 2024 | 15.1% |
| VERIZON COMMUNICATIONS INC | 31 | Q2 2024 | 5.3% |
| VISA INC CLASS A | 31 | Q2 2024 | 2.9% |
| HOME DEPOT INC | 31 | Q2 2024 | 2.6% |
| UNITEDHEALTH GROUP INC | 31 | Q2 2024 | 3.2% |
| MASTERCARD INC CL A | 31 | Q2 2024 | 2.0% |
| AT&T INC | 29 | Q2 2024 | 5.3% |
| DANAHER CORP | 29 | Q2 2024 | 2.0% |
| APPLE INC | 28 | Q2 2024 | 4.9% |
View IBEX WEALTH ADVISORS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-08-16 |
| 13F-HR | 2022-05-16 |
View IBEX WEALTH ADVISORS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.