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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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