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  Name: IBEX WEALTH ADVISORS
  City: LEBANON
  State: NJ
  Zip: 08833
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $368,904,000
  Total Value Change : $-23,982,000
  Securities Held Change : -2
   
All Securities Held : 109
  New Positions : 17
  Closed Positions : 36
  Increased Positions : 58
  Unchanged Positions : 2
  Decreased Positions : 32

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Holdings Found : 17     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DVN)1 Year Chart         DVN Devon Energy Corp 27 New $50.56 $5,692,000 92,542 1.54% 5,692,000 92,542 0.014    Independent Oil & Gas
   (EOG)1 Year Chart         EOG EOG Resources Inc 40 New $129.83 $3,399,000 26,245 0.92% 3,399,000 26,245 0.005    Independent Oil & Gas
   (GD)1 Year Chart         GD General Dynamics Corp 56 New $292.74 $2,084,000 8,398 0.56% 2,084,000 8,398 0.003    Aerospace/Defense - M...
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 65 New $162.83 $1,288,000 9,197 0.35% 1,288,000 9,197 0.001    Wireless Communications
   (MCD)1 Year Chart         MCD McDonalds Corp 66 New $268.49 $1,188,000 4,507 0.32% 1,188,000 4,507 0.001    Restaurants
   (RIO)1 Year Chart         RIO Rio Tinto Plc (ADR) 74 New $69.02 $624,000 8,771 0.17% 624,000 8,771 0.001    Gold
   (GEF)1 Year Chart         GEF Greif Inc 80 New $63.62 $578,000 8,612 0.16% 578,000 8,612 0.032    Packaging & Containers
   (MS)1 Year Chart         MS Morgan Stanley 82 New $95.64 $570,000 6,707 0.15% 570,000 6,707 0    Investment Brokerage ...
   (OZK)1 Year Chart         OZK Bank OZK 84 New $47.30 $541,000 13,509 0.15% 541,000 13,509 0.01    Domestic Regional Banks
   (SYY)1 Year Chart         SYY SYSCO Corp 87 New $74.62 $519,000 6,787 0.14% 519,000 6,787 0.001    Food Wholesale
   (SNV)1 Year Chart         SNV Synovus Financial Corp 90 New $39.12 $496,000 13,218 0.13% 496,000 13,218 0.009    Domestic Regional Banks
   (PPBI)1 Year Chart         PPBI Pacific Premier Bancorp Inc 91 New $21.79 $490,000 15,528 0.13% 490,000 15,528 0.017    Domestic Regional Banks
   (HIG)1 Year Chart         HIG Hartford Financial Services... 93 New $99.68 $469,000 6,191 0.13% 469,000 6,191 0.002    Property & Casualty I...
   (GBCI)1 Year Chart         GBCI Glacier Bancorp Inc 95 New $38.79 $449,000 9,079 0.12% 449,000 9,079 0.01    Domestic Regional Banks
   (SPTN)1 Year Chart         SPTN SpartanNash Co 97 New $19.22 $426,000 14,096 0.12% 426,000 14,096 0.04    Grocery Stores
   (NRG)1 Year Chart         NRG NRG Energy Inc 100 New $75.82 $402,000 12,647 0.11% 402,000 12,647 0.005    Electric Utilities
   (VNOM)1 Year Chart         VNOM Viper Energy Partners Lp 108 New $37.22 $200,000 6,303 0.05% 200,000 6,303 0.007    N/A
      17 Records Found
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