Ibex Wealth Advisors Portfolio Holdings

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025

Ibex Wealth Advisors has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $728 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $71.7M, Apple Inc. with a value of $30.3M, Microsoft Corp with a value of $25.7M, Broadcom Inc. with a value of $25.4M, and Williams Companies, Inc. with a value of $20.3M.

Examining the 13F form we can see an decrease of $85M in the current position value, from $813M to 728M.

Ibex Wealth Advisors is based out at Lebanon, NJ

Below you can find more details about Ibex Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $728 Million
Technology: $227 Million
Financial Services: $160 Million
ETFs: $75.1 Million
Energy: $73.8 Million
Communication Services: $51 Million
Real Estate: $36.1 Million
Healthcare: $30.8 Million
Consumer Cyclical: $29.4 Million
Other: $44.4 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$72.2B
$25.4 Million 3.49% of portfolio
151,869
Q1 2025 Reduced 10.76%
$69.9B
$20.3 Million 2.79% of portfolio
340,287
Q1 2025 Added 0.88%
$37.3B
$17.5 Million 2.4% of portfolio
175,915
Q1 2025 Reduced 1.96%
$182B
$15.7 Million 2.16% of portfolio
186,339
Q1 2025 Added 5.04%
$194B
$15.7 Million 2.16% of portfolio
555,802
Q1 2025 Added 0.9%
$68.9B
$11.7 Million 1.61% of portfolio
44,087
Q1 2025 Added 4.32%
$50.9B
$11.2 Million 1.53% of portfolio
65,354
Q1 2025 Added 5.75%
$60.2B
$11 Million 1.51% of portfolio
384,257
Q1 2025 Added 0.85%
$15.4B
$10.7 Million 1.47% of portfolio
131,641
Q1 2025 Added 1.03%
$186B
$10.5 Million 1.45% of portfolio
232,150
Q1 2025 Reduced 2.77%
$156B
$9.31 Million 1.28% of portfolio
60,618
Q1 2025 Added 2.44%
$157B
$8.67 Million 1.19% of portfolio
27,835
Q1 2025 Added 3.23%
$34.1B
$8.47 Million 1.16% of portfolio
68,087
Q1 2025 Added 10.3%
$40.2B
$8.39 Million 1.15% of portfolio
96,396
Q1 2025 Added 0.17%
$133B
$7.53 Million 1.03% of portfolio
106,241
Q1 2025 Reduced 0.13%
$48B
$7.27 Million 1.0% of portfolio
176,762
Q1 2025 Added 0.56%
$17.6B
$6.61 Million 0.91% of portfolio
161,423
Q1 2025 Added 0.39%
$32.7B
$6.39 Million 0.88% of portfolio
73,739
Q1 2025 Added 10.47%
$92.5B
$5.97 Million 0.82% of portfolio
42,679
Q1 2025 Added 1.93%
$94.8B
$5.92 Million 0.81% of portfolio
22,332
Q1 2025 New
$15.7B
$5.74 Million 0.79% of portfolio
34,643
Q1 2025 Added 11.22%
$42.1B
$5.53 Million 0.76% of portfolio
38,619
Q1 2025 Added 1.77%
$30.4B
$5.44 Million 0.75% of portfolio
166,801
Q1 2025 Added 1.43%
$145B
$5.1 Million 0.7% of portfolio
70,001
Q1 2025 New
$10.2B
$4.74 Million 0.65% of portfolio
250,041
Q1 2025 New
$191B
$4.53 Million 0.62% of portfolio
16,837
Q1 2025 Added 32.95%
$43.5B
$4.32 Million 0.59% of portfolio
89,542
Q1 2025 New
$18.7B
$4.22 Million 0.58% of portfolio
59,936
Q1 2025 New
$73.2B
$4.03 Million 0.55% of portfolio
6,628
Q1 2025 Reduced 42.98%
$163B
$3.53 Million 0.49% of portfolio
12,483
Q1 2025 New
$59.7B
$3.37 Million 0.46% of portfolio
30,723
Q1 2025 Added 12.59%
$68.6B
$1.24 Million 0.17% of portfolio
11,110
Q1 2025 Added 3.63%
$41.7B
$863,000 0.12% of portfolio
10,497
Q1 2025 Added 0.24%
$23.7B
$439,000 0.06% of portfolio
11,221
Q1 2025 Added 6.1%
$12.6B
$274,000 0.04% of portfolio
13,113
Q1 2025 Added 10.41%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $728 Million
  • Prior Value $813 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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