Stock Taper

IBEX WEALTH ADVISORS

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
DuPont de Nemours, Inc.DD2.12K$287.29K
Capital One Financial CorporationCOF2.15K$431.53K
Iron Mountain IncorporatedIRM2.18K$275.1K
Waste Management, Inc.WM2.18K$485.75K
Darden Restaurants, Inc.DRI2.57K$529.54K
McDonald's CorporationMCD2.67K$722.44K
Alphabet Inc.GOOG2.83K$998.14K
RTX CorporationRTX2.85K$540.07K
M&T Bank CorporationMTB2.87K$683.33K
The Travelers Companies, Inc.TRV2.91K$959.37K
NextEra Energy, Inc.NEE2.92K$256.03K
Citizens Financial Group, Inc.CFG3K$210.14K
Johnson & JohnsonJNJ3.71K$942.76K
Oracle CorporationORCL3.73K$546.32K
ON Semiconductor CorporationON5K$472.7K
Ventas, Inc.VTR5.03K$446.84K
State Street CorporationSTT5.08K$860.89K
Welltower Inc.WELL5.5K$1.25M
KLA CorporationKLAC6.23K$1.88M
New Jersey Resources CorporationNJR6.28K$351.64K