IBEX WEALTH ADVISORS

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
James J Varaklis - CHIEF COMPLIANCE OFFICER
Location
Bedminster, NJ
Holdings as of
30 Sep 2024
Value $
$90,460,274
Num holdings
68
Filing time
04 Nov 2024, 10:58:51 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included ABBV, AMZN, CCL, FTNT, and AKAM.
Previous filing
Q2 2024 - 06 Aug 2024
Next filing
Q4 2024 - 23 Jan 2025
SEC
View on sec.gov
Our algorithm has found invalid data in this filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
JAMES J VARAKLIS CHIEF COMPLIANCE OFFICER New Jersey, Lebanon 04 Nov 2024