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| Name: |
IBEX WEALTH ADVISORS |
| City: |
LEBANON |
| State: |
NJ |
| Zip: |
08833 |
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data |
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| Holdings
Found :
36 |
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Closed Positions |
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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 |
|
RY |
Royal Bank of Canada (USA) |
140 |
Closed |
$103.09 |
$0 |
0 |
0% |
-245,000 |
-2,800 |
0 |
Foreign Money Center ... |
|
|
LPG |
Dorian LPG Ltd |
127 |
Closed |
$44.10 |
$0 |
0 |
0% |
-510,000 |
-17,749 |
0 |
N/A |
|
|
TRP |
TC Energy Corp |
114 |
Closed |
$46.83 |
$0 |
0 |
0% |
-266,000 |
-7,727 |
0 |
Foreign Utilities |
|
|
CMCSA |
Comcast Corp |
133 |
Closed |
$38.54 |
$0 |
0 |
0% |
-7,610,000 |
-171,626 |
0 |
CATV Systems |
|
|
PH |
Parker Hannifin Corp |
120 |
Closed |
$560.69 |
$0 |
0 |
0% |
-3,182,000 |
-8,170 |
0 |
Industrial Equipment ... |
|
|
CCE |
Coca-Cola Enterprises Inc |
139 |
Closed |
$73.64 |
$0 |
0 |
0% |
-290,000 |
-4,640 |
0 |
Beverage Soft Drinks... |
|
|
WEN |
Wendys International Inc |
126 |
Closed |
$19.43 |
$0 |
0 |
0% |
-4,287,000 |
-210,027 |
0 |
Restaurants |
|
|
ATO |
Atmos Energy Corp |
113 |
Closed |
$119.69 |
$0 |
0 |
0% |
-236,000 |
-2,228 |
0 |
Gas Utilities |
|
|
YY |
JOYY Inc |
145 |
Closed |
$33.98 |
$0 |
0 |
0% |
-465,000 |
-12,212 |
0 |
N/A |
|
|
GS |
Goldman Sachs Group Inc |
132 |
Closed |
$455.56 |
$0 |
0 |
0% |
-260,000 |
-803 |
0 |
Investment Brokerage ... |
|
|
FB |
Meta Platforms Inc |
119 |
Closed |
$475.42 |
$0 |
0 |
0% |
-2,256,000 |
-7,515 |
0 |
Internet Service Prov... |
|
|
ELF |
E L F Beauty Inc |
138 |
Closed |
$170.43 |
$0 |
0 |
0% |
-3,650,000 |
-33,236 |
0 |
N/A |
|
|
CEG |
Constellation Energy Corp |
125 |
Closed |
$215.91 |
$0 |
0 |
0% |
-252,000 |
-2,313 |
0 |
N/A |
|
|
CTRA |
Coterra Energy Inc |
112 |
Closed |
$28.49 |
$0 |
0 |
0% |
-310,000 |
-11,468 |
0 |
Independent Oil & Gas |
|
|
IRM |
Iron Mountain Inc |
144 |
Closed |
$79.59 |
$0 |
0 |
0% |
-443,000 |
-7,448 |
0 |
Business Services |
|
|
WELL |
Welltower Inc |
131 |
Closed |
$99.16 |
$0 |
0 |
0% |
-464,000 |
-5,663 |
0 |
REIT - Healthcare Fac... |
|
|
ORCL |
Oracle Corp |
118 |
Closed |
$116.64 |
$0 |
0 |
0% |
-1,838,000 |
-17,356 |
0 |
Application Software |
|
|
OWL |
Blue Owl Capital Inc |
137 |
Closed |
$18.53 |
$0 |
0 |
0% |
-3,996,000 |
-308,369 |
0 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
124 |
Closed |
$152.39 |
$0 |
0 |
0% |
-2,488,000 |
-24,199 |
0 |
Semiconductor- Broad... |
|
|
JPM |
JP Morgan Chase & Co |
111 |
Closed |
$197.50 |
$0 |
0 |
0% |
-215,000 |
-1,483 |
0 |
Domestic Money Center... |
|
|
GEHC |
Ge Healthcare Holding Llc |
143 |
Closed |
$82.73 |
$0 |
0 |
0% |
-375,000 |
-5,511 |
0 |
N/A |
|
|
CNO |
CNO Financial Group Inc |
130 |
Closed |
$26.05 |
$0 |
0 |
0% |
-466,000 |
-19,641 |
0 |
Life & Health Insurance |
|
|
HPE |
Hewlett Packard Enterprise Co |
117 |
Closed |
$17.06 |
$0 |
0 |
0% |
-482,000 |
-27,745 |
0 |
N/A |
|
|
SKT |
Tanger Factory Outlet Cente... |
136 |
Closed |
$27.77 |
$0 |
0 |
0% |
-437,000 |
-19,325 |
0 |
REIT - Retail |
|
|
FLS |
Flowserve Corp |
123 |
Closed |
$49.35 |
$0 |
0 |
0% |
-492,000 |
-12,362 |
0 |
Diversified Machinery |
|
|
BLDR |
Builders Firstsource Inc |
110 |
Closed |
$169.26 |
$0 |
0 |
0% |
-2,389,000 |
-19,189 |
0 |
Home Improvement Stores |
|
|
BX |
Blackstone Group LP |
142 |
Closed |
$120.62 |
$0 |
0 |
0% |
-339,000 |
-3,164 |
0 |
Asset Management |
|
|
WMT |
Wal-Mart Stores Inc |
129 |
Closed |
$60.24 |
$0 |
0 |
0% |
-2,278,000 |
-14,246 |
0 |
Discount, Variety Stores |
|
|
JXN |
Jackson Financial Inc. |
116 |
Closed |
$78.65 |
$0 |
0 |
0% |
-6,758,000 |
-176,813 |
0 |
N/A |
|
|
APAM |
Artisan Partners Asset Mana... |
135 |
Closed |
$44.85 |
$0 |
0 |
0% |
-2,016,000 |
-53,878 |
0 |
Asset Management |
|
|
LBAI |
Lakeland Bancorp Inc |
122 |
Closed |
$13.31 |
$0 |
0 |
0% |
-168,000 |
-13,318 |
0 |
Domestic Regional Banks |
|
|
NAVI |
Navient Corp |
141 |
Closed |
$15.43 |
$0 |
0 |
0% |
-373,000 |
-21,642 |
0 |
N/A |
|
|
BKNG |
Booking Holdings Inc |
128 |
Closed |
$3,780.03 |
$0 |
0 |
0% |
-4,934,000 |
-1,600 |
0 |
Internet Software & S... |
|
|
MET |
MetLife Inc |
115 |
Closed |
$72.54 |
$0 |
0 |
0% |
-343,000 |
-5,450 |
0 |
Life & Health Insurance |
|
|
CRM |
Salesforce.com Inc |
134 |
Closed |
$275.17 |
$0 |
0 |
0% |
-1,377,000 |
-6,793 |
0 |
Internet Software & S... |
|
|
NOG |
Northern Oil & Gas Inc |
121 |
Closed |
$40.77 |
$0 |
0 |
0% |
-383,000 |
-9,517 |
0 |
Oil & Gas Drilling & ... |
|
