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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

IBEX WEALTH ADVISORS

Quarter ended Q2 2024 · Filed August 6, 2024 · Accession 0001686242-24-000003

Total Value
$640.9M
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORPNVDA785,895$97.1M15.15%
2BROADCOM INCAVGO21,127$33.9M5.29%
3MICROSOFT CORPMSFT74,450$33.3M5.19%
4APPLE INCAAPL107,922$22.7M3.55%
5AMAZON COMAMZN84,405$16.3M2.55%
6ONEOK INCOKE171,977$14.0M2.19%
7JACKSON FINANCIALJXN-PA187,852$13.9M2.18%
8WILLIAMS COS969457100321,569$13.7M2.13%
9QUALCOMM INCQCOM60,026$12.0M1.87%
10ALPHABET INCGOOG62,756$11.4M1.78%
11VISA INCV40,721$10.7M1.67%
12ELI LILLYLLY11,792$10.7M1.67%
13BLOCK H&RBSQKZ188,637$10.2M1.60%
14META PLATFORMSMETA20,143$10.2M1.58%
15PALO ALTOPANW29,852$10.1M1.58%
16SHELL PLCRYDAF137,074$9.9M1.54%
17AT&T INCT-PC498,268$9.5M1.49%
18VERIZON COMMUNICATIONSVZ226,803$9.4M1.46%
19E L F BEAUTYELF43,218$9.1M1.42%
20ABBVIE INCABBV52,556$9.0M1.41%
21BLUE OWLOWL483,093$8.6M1.34%
22AMGEN INCAMGN25,763$8.0M1.26%
23MASTERCARD INCMA16,768$7.4M1.15%
24INTL BUSINESSINTR42,376$7.3M1.14%
25COMCAST CORPCCZ180,007$7.0M1.10%
26KINDER MORGANEP-PC347,350$6.9M1.08%
27NEXTERA ENERGYNEE-PW94,866$6.7M1.05%
28CHEVRON CORPCVX42,616$6.7M1.04%
29ORACLE CORPORCL-PD46,114$6.5M1.02%
30COCA-COLA EUROPACIFICCCEP87,974$6.4M1.00%
31PEPSICO INCPEP38,749$6.4M1.00%
32BLACKSTONE SECUREDBX199,881$6.1M0.95%
33UNUM GROUPUNMA118,681$6.1M0.95%
34COSTCO WHOLESALE22160K1056,826$5.8M0.91%
35PARKER-HANNIFIN CORPPH10,916$5.5M0.86%
36ADVANCED MICROAMD33,743$5.5M0.85%
37VERTIV HOLDINGSVRT62,319$5.4M0.84%
38AGREE REALTY00849210082,584$5.1M0.80%
39BROWN & BROWNBRO56,065$5.0M0.78%
40DIGITAL REALTY25386810331,669$4.8M0.75%
41COTERRA ENERGYCTRA178,027$4.7M0.74%
42BLACKSTONE INCBX37,764$4.7M0.73%
43ALPHABET INCGOOG25,167$4.6M0.72%
44LAMAR ADVERTISINGLAMR37,861$4.5M0.71%
45TRUIST FINANCIAL89832Q109114,890$4.5M0.70%
46PALANTIR TECHNOLOGIESPLTR167,210$4.2M0.66%
47AMERICAN TOWER03027X10021,397$4.2M0.65%
48NETFLIX INCNFLX6,135$4.1M0.65%
49GE AEROSPACE36960430125,409$4.0M0.63%
50STAG INDUSTRIAL85254J102110,530$4.0M0.62%
51NOVO NORDISKNONOF26,963$3.8M0.60%
52ARISTA NETWORKSANET10,957$3.8M0.60%
53LINDE PLCLIN8,574$3.8M0.59%
54BOOKING HOLDINGSBKNG946$3.7M0.58%
55VICI PROPERTIES925652109127,894$3.7M0.57%
56HEICO CORPHEI-A16,210$3.6M0.57%
57VIRTU FINANCIAL928254101159,473$3.6M0.56%
58BERKSHIRE HATHAWAYBRK-A8,678$3.5M0.55%
59AMERICAN ELECTRIC02553710139,936$3.5M0.55%
60APPLOVIN CORPAPP39,902$3.3M0.52%
61INTERACTIVE BROKERS45841N10726,646$3.3M0.51%
62ARTISAN PARTNERS04316A10877,231$3.2M0.50%
63CATERPILLAR INCCAT9,495$3.2M0.49%
64DANAHER CORP23585110212,561$3.1M0.49%
65KLA CORPKLAC3,783$3.1M0.49%
66AMERICAN INTL02687478436,768$2.7M0.43%
67GOLDMAN SACHSGSCE5,890$2.7M0.42%
68CAPITAL ONE14040H10518,257$2.5M0.39%
69S&P GLOBALSPGI4,690$2.1M0.33%
70ICON PLCICLR6,500$2.0M0.32%
71BANK AMERICA06050510450,471$2.0M0.31%
72TESLA INCTSLA9,614$1.9M0.30%
73LAM RESEARCH CORPORATIONLRCX1,738$1.9M0.29%
74AMERICAN EXPRESSAXP7,410$1.7M0.27%
75TRAVELERS COSTRV5,958$1.2M0.19%
76JOHNSON & JOHNSONJNJ7,770$1.1M0.18%
77ARTHUR J3635761094,008$1.0M0.16%
78CONOCOPHILLIPSCOP8,995$1.0M0.16%
79GE VERNOVAGEV5,827$999,3940.16%
80AFLAC INCAFL10,294$919,3740.14%
81EXXON MOBILXOM7,162$824,4880.13%
82VICTORY CAPITAL92645B10315,672$748,0270.12%
83JPMORGAN CHASEVYLD3,582$724,4620.11%
84APPLIED MATERIALS0382221052,882$680,0440.11%
85AMERIPRISE FINANCIAL03076C1061,520$649,3560.10%
86IRON MOUNTAIN46284V1017,111$637,2890.10%
87MERCK & COMPANYMRK5,121$633,9920.10%
88WALT DISNEY2546871065,741$570,0240.09%
89M&T BANK55261F1043,742$566,3890.09%
90WELLTOWER INCWELL5,348$557,5370.09%
91FLOWSERVE CORPFLS11,513$553,7790.09%
92CNO FINANCIAL12621E10318,715$518,7790.08%
93INTUIT INCINTU769$505,1370.08%
94T-MOBILE USTMUSZ2,861$504,0200.08%
95OLD DOMINIONODFL2,751$485,7710.08%
96HARTFORD FINANCIALHIG-PG4,815$484,1400.08%
97TANGER INCSKT17,815$482,9650.08%
98MOTOROLA SOLUTIONSMSI1,089$420,3170.07%
99SNAP ONSNA1,517$396,6200.06%
100DELL TECHNOLOGIESDELL2,751$379,4350.06%
101GE HEALTHCAREGEHC4,583$357,1200.06%
102ON SEMICONDUCTORON5,043$345,7180.05%
103HANCOCK WHITNEYHWCPZ6,990$334,3310.05%
104WELLS FARGO9497461015,410$321,2970.05%
105EATON CORPETN1,000$313,4360.05%
106GRAINGER W W384802104345$311,0420.05%
107SCHWAB CHARLESSCHW-PJ4,215$310,6040.05%
108AMPHENOL CORP0320951014,380$295,0530.05%
109COMFORT SYSTEMS USA INC199908104956$290,6040.05%
110TARGA RESOURCESTRGP2,169$279,3240.04%
111CONSTELLATION ENERGYCEG1,331$266,4940.04%
112TRACTOR SUPPLYTSCO974$262,9080.04%
113MCKESSON CORPMCK449$262,3200.04%
114BADGER METERBMI1,365$254,4420.04%
115FEDEX CORPFDX842$252,3380.04%
116CENCORA INCCOR1,115$251,0950.04%
117HEWLETT PACKARDHPE-PC11,839$250,6320.04%
118FIFTH THIRDFITBM6,851$249,9930.04%
119SEAGATE TECHNOLOGYSE2,406$248,4680.04%
120NETAPP INCNTAP1,877$241,7600.04%
121PRIMERICA INCPRI1,008$238,5050.04%
122MARSH & MCLENNAN5717481021,127$237,3820.04%
123APPLIED INDUSTRIAL TECH03820C1051,213$235,2320.04%
124ALLY FINANCIAL02005N1005,838$231,5930.04%
125RLI CORPRLI1,600$225,1150.04%
126MARATHON OILMARA7,772$222,8340.03%
127STANDEX INTL8542311071,359$218,9390.03%
128RELIANCE INCRS746$212,9880.03%
129CINTAS CORPCTAS303$212,3940.03%
130UNITEDHEALTH GROUPUNH410$208,6940.03%
131FEDERAL AGRICULTURAL3131483061,153$208,5350.03%
132LINCOLN ELECTRIC5339001061,017$191,7740.03%
133AUTOMATIC DATAADP786$187,6080.03%
134SPDR GOLDGLD862$185,3390.03%
135TRANE TECHNOLOGIESTT520$171,0190.03%
136MORGAN STANLEYMS-PQ1,702$165,4590.03%
137PROVIDENT FINANCIAL74386T10511,195$160,6490.03%
138ALBEMARLE CORPALB-PA1,609$153,7240.02%
139REPUBLIC SERVICES760759100786$152,7520.02%
140PROCTER & GAMBLE742718109890$146,8150.02%
1413M COMPANYMMM1,415$144,5990.02%
142UFP INDUSTRIESUFPI1,270$142,2440.02%
143HCA HEALTHCAREHCA403$129,6200.02%
144BLACKROCK INCBLK161$126,7590.02%
145CHESAPEAKE ENERGYEXE1,341$110,2180.02%
146MCDONALDS CORPMCD411$104,7170.02%
147KIMCO REALTY49446R1095,171$100,6280.02%
148CISCO SYSTEMSCSCO2,009$95,4470.01%
149ELEVANCE HEALTHELV174$94,3200.01%
150SUPER MICROSMCI115$94,2260.01%
151LENDINGTREE INCTREE2,000$83,1800.01%
152MICRON TECHNOLOGY INCMU630$82,8640.01%
153ASML HOLDINGASMLF76$77,7280.01%
154FORTINET INCFTNT1,247$75,1560.01%
155SALESFORCE INCCRM280$71,9880.01%
156NUCOR CORPNUE410$64,8130.01%
157METLIFE INCMET-PF808$56,7110.01%
158TOTALENERGIES SETTE809$53,9440.01%
159LOWES COMPANIES548661107233$51,3590.01%
160PACCAR INCPCAR476$49,0200.01%
161APPFOLIO INCAPPF200$48,9140.01%
162OSCAR HEALTHOSCR3,000$47,4600.01%
163ZSCALER INCZS239$45,9330.01%
164PRUDENTIAL FINANCIALPUKPF389$45,6330.01%
165SERVICENOW INCNOW57$44,8410.01%
166ARES MANAGEMENTARES-PB328$43,7450.01%
167DAVITA INCDVA300$41,5710.01%
168NBT BANCORPNBTB1,049$40,4760.01%
169MGM RESORTSMGM900$39,9960.01%
170W P CAREY92936U109716$39,4160.01%
171PUBLIC SERVICE744573106524$38,6440.01%
172TOYOTA MOTORTOYOF181$37,0990.01%
173DOW INCDOW693$36,7640.01%
174QUEST DIAGNOSTICSDGX268$36,6840.01%
175APA CORPAPA1,246$36,6820.01%
176SIRIUS XMSIRI12,500$35,3750.01%
177TEXAS INSTRUMENTS882508104172$33,4590.01%
178SCOTTS MIRACLE-GROSMG500$32,5300.01%
179PUT 1 NVIDIA CORPNVDA20$32,4000.01%
180SKYWORKS SOLUTIONSSWKS265$28,2100.00%
181OKTA INCOKTA298$27,8960.00%
182SAP SESAPGF138$27,8360.00%
183PHILIP MORRIS718172109244$24,7250.00%
184ITT INCITT191$24,7250.00%
185INTUITIVE SURGICALISRG53$23,5770.00%
186MARVELL TECHNOLOGYMRVL335$23,4380.00%
187DR HORTON23331A109166$23,3940.00%
188CUMMINS INCCMI84$23,2620.00%
189INGERSOLL RANDIR250$22,7410.00%
190FISERV INCFISV152$22,6540.00%
191ZOETIS INCZTS130$22,5370.00%
192ORCHID ISLAND68571X3012,644$22,0510.00%
193PFIZER INCPFE785$21,9510.00%
194FREEPORT MCMORANFCX439$21,3350.00%
195AVADEL PHARMACEUTICALSG296871031,500$21,0900.00%
196CHUBB LTDCB83$21,0590.00%
197BANCO SANTANDERBCDRF4,395$20,3490.00%
198STRYKER CORPSYK59$20,0750.00%
199FRANCO NEVADAFNV164$19,4630.00%
200PROGRESSIVE CORP74331510391$18,8550.00%
201VERTEX PHARMACEUTICALSVRTX40$18,7490.00%
202BANCO BILBAOBBVXF1,854$18,5960.00%
203BARRICK GOLD0679011081,106$18,4430.00%
204TAIWAN SEMICONDUCTOR874039100100$17,3810.00%
205CLOROX COMPANYCLX122$16,6490.00%
206NEXSTAR MEDIANXST100$16,6010.00%
207PUT 8 TESLA INCTSLA69$16,1460.00%
208WALMART INCWMT231$15,6410.00%
209PAN AMERICAN697900108774$15,3850.00%
210NEWMONT CORPNEMCL362$15,1510.00%
211QUANTA SERVICES74762E10256$14,2290.00%
212THERMO FISHERTMO25$13,8250.00%
213CACI INTERNATIONAL12719030432$13,7640.00%
214COCA COLA COMPANYKO212$13,4940.00%
215HOME DEPOTHD39$13,3150.00%
216MANHATTAN ASSOCSMANH53$13,0740.00%
217DATADOG INCDDOG100$12,9690.00%
218LEIDOS HOLDINGSLDOS88$12,8370.00%
219BOSTON SCIENTIFICBSX165$12,7070.00%
220VALLEY NATIONAL9197941071,800$12,5640.00%
221ING GROEPINGVF706$12,1010.00%
222TEXAS ROADHOUSETXRH70$12,0100.00%
223AGNICO-EAGLEAEM183$11,9910.00%
224TAPESTRY INCTPR266$11,3990.00%
225BJS WHOLESALE05550J101128$11,2440.00%
226TEXTRON INCTXT125$10,7330.00%
227FEDERAL SIGNALFSS128$10,7260.00%
228HUBSPOT INCHUBS18$10,6160.00%
229COPART INCCPRT188$10,1820.00%
230ACCENTURE PLCACN33$9,9580.00%
231ALLSTATE CORPALL-PJ61$9,7390.00%
232TJX COS87254010988$9,6830.00%
233DARDEN RESTAURANTSDRI63$9,4600.00%
234GENERAL MOTORS37045V100200$9,2920.00%
235AKAMAI TECHNOLOGIESAKAM100$9,0080.00%
236INTERCONTINENTAL EXCH45866F10465$8,8980.00%
237UNITED PARCELUPS63$8,5720.00%
238BOOZ ALLENBAH52$8,0370.00%
239ANNALY CAPITALNLY-PJ418$7,9620.00%
240HONEYWELL INTL43851610636$7,6720.00%
241JOHNSON CONTROLSG51502105114$7,5780.00%
242DUPONT DEDD93$7,4860.00%
243EAGLE MATERIALS26969P10833$7,2250.00%
244TILE SHOPTTSH1,000$6,9300.00%
245COINBASE GLOBALCOIN30$6,6670.00%
246NORDSON CORPNDSN28$6,6040.00%
247JD.COM INCJDCMF250$6,4600.00%
248LIVERAMP HOLDINGSRAMP200$6,1880.00%
249DT MIDSTREAMDTM87$6,1800.00%
250ARRAY TECHNOLOGIESARRY600$6,1560.00%
251ISHARES BITCOINIBIT171$5,8380.00%
252GENERAL DYNAMICSGD20$5,8030.00%
253HOVNANIAN ENTERPRISESHOVVB40$5,6770.00%
254SHERWIN WILLIAMSSHW18$5,4480.00%
255CORTEVA INCCTVA93$5,0160.00%
256TRUMP MEDIADJTWW150$4,9130.00%
257MURPHY OILMUR119$4,9080.00%
258PROLOGIS INCPLDGP40$4,5350.00%
259FORD MOTOR345370860350$4,3890.00%
260BLACKSTONE MORTGAGEBX250$4,3630.00%
261ADOBE INCADBE8$4,1670.00%
262HEALTHPEAK PPTYSDOC212$4,1560.00%
263SKECHERS USA83056610560$4,1470.00%
264IOVANCE BIOTHERAPEUTICSIOVA500$4,0100.00%
265REALTY INCOMEO67$3,5220.00%
266SOFI TECHNOLOGIESSOFI500$3,3050.00%
267CVS HEALTHCVS50$2,9550.00%
268CROWN CASTLECCI30$2,9480.00%
269WENDYS CO95058W100173$2,9300.00%
270GILEAD SCIENCESGILD35$2,4240.00%
271GENWORTH FINANCIAL37247D106400$2,4160.00%
272BUILDERS FIRSTSOURCE INCBLDR17$2,3880.00%
273INVENTRUST PROPERTIES46124J20194$2,3270.00%
274KEARNY FINANCIALBEKE356$2,1890.00%
275ESTEE LAUDER51843910415$1,5530.00%
276NIKE INCNKE20$1,5160.00%
277GLOBUS MEDICALGMED17$1,1640.00%
278CASTLE BIOSCIENCESCSTL50$1,0890.00%
279CARNIVAL CORPCUKPF50$9360.00%
280WARNER BROSWBD110$8190.00%
281NET LEASENLOP26$6400.00%
282FERRARI NVRACE1$4100.00%
283VERALTO CORPVLTO2$1910.00%
284SABA CAPBRW16$1240.00%
285INTEL CORPINTC1$330.00%
286CANOPY GROWTHCGC3$190.00%
287CALL 7 MURPHY OIL CORPMUR0$00.00%
288CALL 7 LENDINGTREE INC NTREE0$00.00%
289CALL 10 ARRAY TECHS INCARRY0$00.00%
290CALL 1 JOHNSON & JOHNSONJNJ0$00.00%
291CALL 8 GENERAL MOTORS CO37045V9000$00.00%
292CALL 9 PALANTIR TECHSPLTR0$00.00%
293CALL 1 DOW INCDOW0$00.00%
294CALL 8 CATERPILLAR INCCAT0$00.00%
295CALL 9 SCOTTS MIRACLE-GRSMG0$00.00%
296CALL 9 DANAHER CORP2358519020$00.00%
297CALL 1 CISCO SYSTEMS INCCSCO0$00.00%
298CALL 9 GENERAL AEROSPACE3696049010$00.00%
299CALL 1 3M COMPANY 25 SOLMMM0$00.00%
300CALL 7 SCHWAB CHARLES COSCHW-PJ0$00.00%
301CALL 7 TAIWAN SEMICONDUC8740399000$00.00%
302CALL 7 CAPITAL ONE FINL14040H9050$00.00%
303CALL 10 ALPHABET INC CLGOOG0$00.00%
304CALL 7 AMAZON COM INCAMZN0$00.00%
305CALL 7 ORACLE CORPORCL-PD0$00.00%
306CALL 12 DANAHER CORP2358519020$00.00%
307CALL 10 DAVITA HLTHCR PRDVA0$00.00%
308CALL 9 MGM RESORTS INTLMGM0$00.00%
309CALL 9 NVIDIA CORPNVDA0$00.00%
310CALL 11 HEWLETT PACKARDHPE-PC0$00.00%
311CALL 9 QUALCOMM INCQCOM0$00.00%
312CALL 1 VERIZON COMMNS INVZ0$00.00%
313CALL 7 ALPHABET INC CL CGOOG0$00.00%
314CALL 8 META PLATFORMS INMETA0$00.00%
315CALL 9 3M COMPANYMMM0$00.00%
316CALL 8 AMAZON COM INCAMZN0$00.00%
317CALL 8 ALPHABET INC CL AGOOG0$00.00%
318CALL 7 NVIDIA CORPNVDA0$00.00%
319CALL 7 QUALCOMM INCQCOM0$00.00%
320CALL 8 BROADCOM LTDAVGO0$00.00%