0001686242-18-000002.txt : 20180213
0001686242-18-000002.hdr.sgml : 20180213
20180212173517
ACCESSION NUMBER: 0001686242-18-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20171231
FILED AS OF DATE: 20180213
DATE AS OF CHANGE: 20180212
EFFECTIVENESS DATE: 20180213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: IBEX WEALTH ADVISORS
CENTRAL INDEX KEY: 0001686242
IRS NUMBER: 461546984
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-17550
FILM NUMBER: 18597798
BUSINESS ADDRESS:
STREET 1: 3 WERNER WAY
STREET 2: SUITE 204
CITY: LEBANON
STATE: NJ
ZIP: 08833
BUSINESS PHONE: 908-849-4800
MAIL ADDRESS:
STREET 1: 3 WERNER WAY
STREET 2: SUITE 204
CITY: LEBANON
STATE: NJ
ZIP: 08833
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001686242
XXXXXXXX
12-31-2017
12-31-2017
IBEX WEALTH ADVISORS
3 WERNER WAY
SUITE 204
LEBANON
NJ
08833
13F HOLDINGS REPORT
028-17550
N
Annu McCarthy
Chief Compliance Officer
908-849-7921
Annu McCarthy
Lebanon
NJ
02-12-2018
0
89
225897
false
INFORMATION TABLE
2
ibex4q17.xml
AMAZON COM
COM
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829
665
SH
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665
AMGEN INC
COM
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APPLIED MATERIALS
COM
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BANK AMERICA
COM
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48535
SH
SOLE
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BERKSHIRE HATHAWAY
COM
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13603
SH
SOLE
0
0
13603
BEST BUY
COM
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51165
SH
SOLE
0
0
51165
BRITISH AMERN
COM
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12593
SH
SOLE
0
0
12593
CMS ENERGY CORP
COM
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15404
SH
SOLE
0
0
15404
CATERPILLAR INC
COM
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326
1967
SH
SOLE
0
0
1967
CELGENE CORP
COM
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2639
25334
SH
SOLE
0
0
25334
CHEVRON CORP
COM
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34601
SH
SOLE
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0
34601
CITIGROUP INC
COM
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671
9014
SH
SOLE
0
0
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COCA COLA COMPANY
COM
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341
7423
SH
SOLE
0
0
7423
DANAHER CORP
COM
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5086
SH
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EBAY INC
COM
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ELECTRONIC ARTS
COM
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FISERV INC
COM
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GENERAL DYNAMICS
COM
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GENERAL ELECTRIC
COM
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HOME DEPOT
COM
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HONEYWELL INTL
COM
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INTUIT INC
COM
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JOHNSON & JOHNSON
COM
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5357
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LAM RESEARCH CORPORATION
COM
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ESTEE LAUDER
COM
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LINCOLN NATL CORP IN
COM
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LOCKHEED MARTIN
COM
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LA PAC CORP
COM
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MICROSOFT CORP
COM
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MORGAN STANLEY
COM
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NASDAQ INC
COM
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NIKE INC
COM
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NORTHROP GRUMMAN
COM
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ONEOK INC
COM
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PNC FINANCIAL
COM
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15946
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PEPSICO INC
COM
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PFIZER INC
COM
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PROCTER & GAMBLE
COM
742718109
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PROGRESSIVE CORP
COM
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RAYMOND JAMES
COM
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RAYTHEON COMPANY
COM
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ROCKWELL AUTOMATION
COM
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ROYAL DUTCH
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SOUTHWEST AIRLINES
COM
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TEXAS INSTRUMENTS
COM
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U S BANCORP DE
COM
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UNION PACIFIC CORP
COM
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WELLS FARGO & CO
COM
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AT&T INC
COM
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ABBVIE INC
COM
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ALIBABA GROUP
COM
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ALPHABET INC
COM
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ALPHABET INC
COM
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ALTRIA GROUP
COM
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BLACKROCK INC
COM
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CISCO SYSTEMS
COM
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COMCAST CORP
COM
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COSTCO WHOLESALE
COM
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CROWN CASTLE
COM
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DOWDUPONT INC
COM
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EOG RESOURCES
COM
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EXXON MOBIL
COM
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FACEBOOK INC
COM
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FIRST AMERICAN
COM
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JPMORGAN CHASE
COM
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KINDER MORGAN
COM
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M&T BANK
COM
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MASTERCARD INC
COM
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MERCK & COMPANY
COM
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METLIFE INC
COM
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NVIDIA CORP
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ORACLE CORP
COM
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POWERSHARES DB
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SPDR GOLD
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SPIRIT REALTY
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TESLA INC
COM
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3M COMPANY
COM
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UNITEDHEALTH GROUP
COM
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VALERO ENERGY CORP
COM
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VERIZON COMMUNICATIONS
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VISA INC
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WASTE MANAGEMENT
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ARCH CAPITAL GROUP LTD
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ATHENE HOLDING
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ACCENTURE PLC
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CHUBB LTD
COM
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