Ibex Wealth Advisors Portfolio Holdings
Ibex Wealth Advisors
- $995 Million
- Q3 2025
Ibex Wealth Advisors has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $995 Million distributed in 203 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $128M, Broadcom Inc. with a value of $56.5M, Palantir Technologies Inc. with a value of $43.1M, Microsoft Corp with a value of $36.2M, and App Lovin Corp with a value of $32.8M.
Examining the 13F form we can see an increase of $93.2M in the current position value, from $902M to 995M.
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
$995 Million
Technology: $379 Million
Financial Services: $197 Million
ETFs: $88.4 Million
Energy: $74.6 Million
Communication Services: $66.7 Million
Real Estate: $47.2 Million
Healthcare: $45.5 Million
Consumer Cyclical: $36.5 Million
Other: $60.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 203
- Current Value $995 Million
- Prior Value $902 Million
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 24 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks