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Ibex Wealth Advisors

Latest statistics and disclosures from Ibex Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AVGO, MSFT, AAPL, AMZN, and represent 26.03% of Ibex Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$96M), AVGO (+$40M), MSFT (+$28M), WMB (+$18M), OKE (+$18M), JXN (+$17M), IBM (+$14M), PLTR (+$13M), V (+$13M), META (+$13M).
Started 166 new stock positions in HIG, JNJ, OKE, SHEL, FTAI, HYGH, IGV, WMB, RSP, EMR.
Reduced shares in these 10 stocks: BKNG (-$645M), AAPL (-$37M), EXE (-$29M), APP (-$28M), NFLX (-$25M), AMP (-$20M), BMI (-$19M), AXP (-$17M), GEHC (-$14M), .
Sold out of its positions in AEM, AKAM, AIG, AMT, ELV, ARRY, SAN, BAH, BLDR, CACI.
Ibex Wealth Advisors was a net seller of stock by $-306M.
Ibex Wealth Advisors has $849M in assets under management (AUM), dropping by 132.46%.
Central Index Key (CIK): 0001686242

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Portfolio Holdings for Ibex Wealth Advisors

Ibex Wealth Advisors holds 204 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Nvidia Corp Common Stock (NVDA)	11.6	$98M	+4147%	731k	134.29	View chart
Broadcom Common Stock (AVGO)	4.6	$40M	NEW	170k	231.84	View chart
Microsoft Corp Common Stock (MSFT)	3.8	$32M	+697%	77k	421.50	View chart
Apple Common Stock (AAPL)	3.8	$32M	-53%	127k	250.42	View chart
Amazon Common Stock (AMZN)	2.3	$19M	+37%	87k	219.39	View chart
Williams Cos Common Stock (WMB)	2.1	$18M	NEW	337k	54.12	View chart
Oneok Common Stock (OKE)	2.1	$18M	NEW	179k	100.40	View chart
Jackson Financial Common Stock (JXN)	2.0	$17M	NEW	196k	87.08	View chart
Intl Business Common Stock (IBM)	1.7	$14M	NEW	64k	219.83	View chart
Applovin Corp Common Stock (APP)	1.6	$14M	-67%	42k	323.83	View chart
Palantir Technologies Common Stock (PLTR)	1.6	$13M	NEW	177k	75.63	View chart
Visa Common Stock (V)	1.6	$13M	NEW	42k	316.04	View chart
Meta Platforms Common Stock (META)	1.5	$13M	NEW	22k	585.52	View chart
At&t Common Stock (T)	1.5	$13M	NEW	551k	22.77	View chart
Alphabet Common Stock (GOOGL)	1.4	$12M	NEW	65k	189.30	View chart
Blue Owl Common Stock (OWL)	1.4	$12M	+348%	517k	23.26	View chart
Palo Alto Common Stock (PANW)	1.3	$11M	NEW	62k	181.96	View chart
Rbb Us MF Closed and MF Open (TBIL)	1.2	$11M	NEW	211k	49.86	View chart
Kinder Morgan Common Stock (KMI)	1.2	$10M	NEW	381k	27.40	View chart
Block H&r Common Stock (HRB)	1.2	$10M	NEW	194k	52.84	View chart
Abbvie Common Stock (ABBV)	1.2	$9.9M		56k	177.70	View chart
Mastercard Common Stock (MA)	1.2	$9.8M	NEW	19k	526.56	View chart
Verizon Communications Common Stock (VZ)	1.1	$9.5M	NEW	239k	39.99	View chart
Unum Group Common Stock (UNM)	1.1	$9.5M	+156%	130k	73.03	View chart
Qualcomm Common Stock (QCOM)	1.1	$9.1M	+408%	59k	153.62	View chart
Eli Lilly Common Stock (LLY)	1.1	$9.0M	NEW	12k	772.02	View chart
Shell Common Stock (SHEL)	1.0	$8.9M	NEW	142k	62.65	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.0	$8.6M	NEW	15k	586.08	View chart
Nextera Energy Common Stock (NEE)	0.9	$7.6M	+1408%	106k	71.69	View chart
Truist Financial Common Stock (TFC)	0.9	$7.6M	+842%	176k	43.38	View chart
Vertiv Holdings Common Stock (VRT)	0.9	$7.6M	NEW	67k	113.61	View chart
Parker-hannifin Corp Common Stock (PH)	0.9	$7.4M	NEW	12k	636.02	View chart
Coca-cola Europacific Common Stock (CCEP)	0.9	$7.4M	NEW	96k	76.81	View chart
Whirlpool Corp Common Stock (WHR)	0.9	$7.3M	NEW	64k	114.48	View chart
Blackstone Common Stock (BX)	0.9	$7.2M	NEW	42k	172.42	View chart
Blackstone Secured Common Stock (BXSL)	0.8	$7.2M	+2348%	223k	32.31	View chart
Comcast Corp Common Stock (CMCSA)	0.8	$7.2M	NEW	192k	37.53	View chart
Citizens Financial Common Stock (CFG)	0.8	$7.0M	NEW	161k	43.76	View chart
Amgen Common Stock (AMGN)	0.8	$7.0M	+14%	27k	260.63	View chart
Digital Realty Common Stock (DLR)	0.8	$6.7M	NEW	38k	177.33	View chart
Chevron Corp Common Stock (CVX)	0.8	$6.7M	-20%	46k	144.84	View chart
Agree Realty Common Stock (ADC)	0.8	$6.6M	NEW	94k	70.45	View chart
Virtu Financial Common Stock (VIRT)	0.8	$6.6M	+45%	185k	35.68	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	0.7	$6.3M	NEW	12k	511.22	View chart
Brown & Brown Common Stock (BRO)	0.7	$6.3M	NEW	62k	102.02	View chart
Lamar Advertising Common Stock (LAMR)	0.7	$6.0M	NEW	50k	121.74	View chart
Arista Networks Common Stock	0.7	$5.6M	NEW	51k	110.53	View chart
E L F Beauty Common Stock (ELF)	0.6	$5.5M	NEW	44k	125.55	View chart
Interactive Brokers Common Stock (IBKR)	0.6	$5.5M	NEW	31k	176.67	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.6	$5.5M	NEW	62k	88.79	View chart
Annaly Capital Common Stock (NLY)	0.6	$5.1M	+952%	281k	18.30	View chart
Booking Holdings Common Stock (BKNG)	0.6	$5.1M	-99%	1.0k	4969.05	View chart
Jpmorgan Chase Common Stock (JPM)	0.6	$5.0M	NEW	21k	239.71	View chart
Blackrock Fdg Common Stock (BLK)	0.6	$5.0M	NEW	4.9k	1025.18	View chart
National Fuel Common Stock (NFG)	0.6	$4.9M	NEW	82k	60.68	View chart
Costco Wholesale Common Stock (COST)	0.6	$4.8M	NEW	5.3k	916.25	View chart
Vici Properties Common Stock (VICI)	0.6	$4.8M	NEW	164k	29.21	View chart
Heico Corp Common Stock (HEI)	0.6	$4.8M	-9%	20k	237.75	View chart
Ishares U S MF Closed and MF Open (IYY)	0.5	$4.6M	NEW	32k	143.09	View chart
Stag Industrial Common Stock (STAG)	0.5	$4.6M	NEW	135k	33.82	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.5	$4.4M	NEW	9.7k	453.30	View chart
Artisan Partners Common Stock (APAM)	0.5	$4.2M	NEW	99k	43.05	View chart
Advanced Micro Common Stock (AMD)	0.5	$4.2M	NEW	35k	120.79	View chart
Goldman Sachs Common Stock (GS)	0.5	$4.2M	NEW	7.4k	572.62	View chart
Tesla Common Stock (TSLA)	0.5	$4.0M	-15%	10k	403.84	View chart
Netflix Common Stock (NFLX)	0.5	$4.0M	-86%	4.5k	891.32	View chart
American Express Common Stock (AXP)	0.4	$3.8M	-81%	13k	296.79	View chart
Ishares P MF Closed and MF Open (PFF)	0.4	$3.8M	NEW	119k	31.44	View chart
Caterpillar Common Stock (CAT)	0.4	$3.6M	+894%	10k	362.75	View chart
Ftai Aviation Common Stock (FTAI)	0.4	$3.5M	NEW	24k	144.04	View chart
Emerson Electric Common Stock (EMR)	0.4	$3.4M	NEW	27k	123.93	View chart
Sector Technology MF Closed and MF Open (XLK)	0.4	$3.3M	NEW	14k	232.53	View chart
Danaher Corp Common Stock (DHR)	0.3	$2.7M	NEW	12k	229.55	View chart
Paypal Holdings Common Stock (PYPL)	0.3	$2.7M	NEW	31k	85.35	View chart
Vanguard Short MF Closed and MF Open (VCSH)	0.3	$2.6M	NEW	34k	78.01	View chart
Nuveen P MF Closed and MF Open (JPC)	0.3	$2.6M	NEW	327k	7.86	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.3	$2.6M	NEW	6.2k	410.44	View chart
Ishares Consumer MF Closed and MF Open (IYC)	0.3	$2.3M	NEW	24k	96.14	View chart
Ishares National MF Closed and MF Open (MUB)	0.3	$2.2M	NEW	20k	106.55	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.2	$2.1M	NEW	13k	159.52	View chart
Vanguard High MF Closed and MF Open (VYM)	0.2	$2.0M	NEW	16k	127.59	View chart
Sector Energy MF Closed and MF Open (XLE)	0.2	$1.9M	NEW	22k	85.66	View chart
Principal Spectrum MF Closed and MF Open (PREF)	0.2	$1.9M	NEW	100k	18.61	View chart
Ishares Interest MF Closed and MF Open (HYGH)	0.2	$1.8M	NEW	21k	86.35	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.2	$1.8M	NEW	4.4k	401.57	View chart
Ishares 7-10yr MF Closed and MF Open (IEF)	0.2	$1.7M	NEW	18k	92.45	View chart
SPDR S&P MF Closed and MF Open (KBE)	0.2	$1.7M	NEW	30k	55.47	View chart
Ge Vernova Common Stock (GEV)	0.2	$1.7M	NEW	5.1k	328.93	View chart
Ishares Morningstar MF Closed and MF Open (IMCG)	0.2	$1.7M	NEW	22k	75.53	View chart
Nuveen Amt MF Closed and MF Open (NEA)	0.2	$1.7M	NEW	147k	11.28	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.2	$1.6M	NEW	11k	145.35	View chart
Industrial Select MF Closed and MF Open (XLI)	0.2	$1.6M	NEW	12k	131.76	View chart
Select Utilities MF Closed and MF Open (XLU)	0.2	$1.6M	NEW	21k	75.69	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.2	$1.6M	NEW	12k	128.62	View chart
Nuveen Quality MF Closed and MF Open (NAD)	0.2	$1.6M	NEW	133k	11.66	View chart
Invesco P MF Closed and MF Open (PGX)	0.2	$1.5M	NEW	134k	11.53	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.2	$1.5M	NEW	7.1k	215.50	View chart
Nuveen Municipal Value F MF Closed and MF Open (NUV)	0.2	$1.5M	NEW	174k	8.59	View chart
Spdr Series MF Closed and MF Open (XBI)	0.2	$1.5M	NEW	16k	90.06	View chart
Ishares U S MF Closed and MF Open (ITB)	0.2	$1.4M	NEW	13k	103.39	View chart
Oracle Corp Common Stock (ORCL)	0.2	$1.4M	-56%	8.1k	166.63	View chart
Travelers Cos Common Stock (TRV)	0.2	$1.3M	NEW	5.3k	240.89	View chart
Lam Research Common Stock (LRCX)	0.1	$1.2M	NEW	17k	72.23	View chart
Blackrock Credit MF Closed and MF Open (BTZ)	0.1	$1.2M	NEW	117k	10.46	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$1.2M	NEW	6.9k	175.24	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.1	$1.2M	NEW	27k	44.87	View chart
Global X MF Closed and MF Open (COPX)	0.1	$1.2M	NEW	32k	38.18	View chart
Arthur J Common Stock (AJG)	0.1	$1.2M	NEW	4.1k	283.88	View chart
SPDR S&P MF Closed and MF Open (KIE)	0.1	$1.1M	NEW	20k	56.52	View chart
Blackrock Core MF Closed and MF Open (BHK)	0.1	$1.1M	NEW	106k	10.46	View chart
Aflac Common Stock (AFL)	0.1	$1.1M	-69%	11k	103.44	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.1	$1.0M	NEW	5.8k	178.07	View chart
Victory Capital Common Stock (VCTR)	0.1	$1.0M	+50%	16k	65.46	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.1	$1.0M	NEW	4.0k	253.70	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$990k	NEW	11k	87.33	View chart
Exxon Mobil Common Stock (XOM)	0.1	$985k	NEW	9.2k	107.57	View chart
Invesco Dorsey MF Closed and MF Open (PDP)	0.1	$892k	NEW	8.3k	107.61	View chart
Public Service Common Stock (PEG)	0.1	$885k	NEW	11k	84.49	View chart
Invesco Municipal MF Closed and MF Open (VKQ)	0.1	$874k	NEW	89k	9.81	View chart
Invesco Building MF Closed and MF Open (PKB)	0.1	$870k	NEW	12k	75.71	View chart
Ge Aerospace Common Stock (GE)	0.1	$847k	NEW	5.1k	166.78	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.1	$838k	NEW	2.9k	289.79	View chart
Pimco Ehnanced MF Closed and MF Open (MINT)	0.1	$837k	NEW	8.3k	100.34	View chart
Ameriprise Financial Common Stock (AMP)	0.1	$833k	-95%	1.6k	532.51	View chart
Iron Mountain Common Stock (IRM)	0.1	$831k	NEW	7.9k	105.11	View chart
Linde Common Stock (LIN)	0.1	$804k	-93%	1.9k	418.62	View chart
T-mobile Us Common Stock (TMUS)	0.1	$781k	-78%	3.5k	220.72	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$762k	-79%	2.6k	289.92	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$742k	NEW	41k	18.22	View chart
Cno Financial Common Stock (CNO)	0.1	$738k	NEW	20k	37.21	View chart
Flowserve Corp Common Stock (FLS)	0.1	$736k	-36%	13k	57.52	View chart
Tanger Common Stock (SKT)	0.1	$733k	NEW	22k	34.13	View chart
Hartford Financial Common Stock (HIG)	0.1	$717k	NEW	6.6k	109.40	View chart
Ishares Core MF Closed and MF Open (IJR)	0.1	$715k	NEW	6.2k	115.21	View chart
Welltower Common Stock (WELL)	0.1	$705k	NEW	5.6k	126.03	View chart
Walmart Common Stock (WMT)	0.1	$699k	NEW	7.7k	90.35	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.1	$661k	NEW	8.2k	80.27	View chart
Walt Disney Common Stock (DIS)	0.1	$639k	NEW	5.7k	111.35	View chart
Vanguard Long MF Closed and MF Open (VCLT)	0.1	$627k	NEW	8.4k	74.78	View chart
HP Common Stock (HPQ)	0.1	$627k	-47%	19k	32.63	View chart
M&t Bank Common Stock (MTB)	0.1	$585k	NEW	3.1k	188.01	View chart
Allstate Corp Common Stock (ALL)	0.1	$569k	NEW	3.0k	192.79	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.1	$552k	NEW	2.8k	195.82	View chart
Rbb Us MF Closed and MF Open (XBIL)	0.1	$551k	NEW	11k	50.03	View chart
Targa Resources Common Stock (TRGP)	0.1	$537k	-87%	3.0k	178.50	View chart
Motorola Solutions Common Stock (MSI)	0.1	$532k	NEW	1.2k	462.04	View chart
Jefferies Financial Common Stock (JEF)	0.1	$503k	-85%	6.4k	78.41	View chart
Morgan Stanley Common Stock (MS)	0.1	$503k	NEW	4.0k	125.73	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$498k	NEW	3.4k	144.60	View chart
Blackrock Txbl MF Closed and MF Open (BBN)	0.1	$474k	NEW	29k	16.12	View chart
Old Dominion Common Stock (ODFL)	0.1	$471k	NEW	2.7k	176.37	View chart
Applied Materials Common Stock (AMAT)	0.1	$465k	NEW	2.9k	162.64	View chart
Nuveen Municipal MF Closed and MF Open (NZF)	0.1	$454k	NEW	37k	12.17	View chart
Fifth Third Common Stock (FITB)	0.1	$447k	-90%	11k	42.28	View chart
Darden Restaurants Common Stock (DRI)	0.1	$443k	NEW	2.4k	186.65	View chart
Comfort Systems Usa Common Stock (FIX)	0.1	$443k	NEW	1.0k	424.16	View chart
Simon Property Common Stock (SPG)	0.0	$404k	NEW	2.3k	172.21	View chart
Grainger W W Common Stock (GWW)	0.0	$396k	-92%	376.00	1052.77	View chart
Invesco Dividend MF Closed and MF Open (PFM)	0.0	$394k	NEW	8.6k	45.86	View chart
Netapp Common Stock (NTAP)	0.0	$383k	NEW	3.3k	116.08	View chart
Nuveen Municipal MF Closed and MF Open (NMZ)	0.0	$365k	NEW	34k	10.81	View chart
Eaton Corp Common Stock (ETN)	0.0	$355k	NEW	1.1k	331.81	View chart
Vanguard Esg MF Closed and MF Open (ESGV)	0.0	$345k	NEW	3.3k	104.90	View chart
Amphenol Corp Common Stock (APH)	0.0	$337k	NEW	4.9k	69.45	View chart
Applied Industrial Tech Common Stock (AIT)	0.0	$325k	NEW	1.4k	239.52	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.0	$324k	NEW	762.00	425.26	View chart
Badger Meter Common Stock (BMI)	0.0	$321k	-98%	1.5k	212.06	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.0	$321k	NEW	516.00	621.33	View chart
Dell Technologies Common Stock (DELL)	0.0	$319k	NEW	2.8k	115.25	View chart
Illinois Tool Common Stock (ITW)	0.0	$316k	NEW	1.2k	253.56	View chart
On Semiconductor Common Stock (ON)	0.0	$316k	NEW	5.0k	63.05	View chart
Ge Healthcare Common Stock (GEHC)	0.0	$310k	-97%	4.0k	78.19	View chart
Primerica Common Stock (PRI)	0.0	$306k	NEW	1.1k	271.52	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.0	$303k	NEW	1.6k	185.07	View chart
Snap On Common Stock (SNA)	0.0	$301k	NEW	885.00	339.54	View chart
Rli Corp Common Stock (RLI)	0.0	$300k	NEW	1.8k	164.80	View chart
Constellation Energy Common Stock (CEG)	0.0	$299k	NEW	1.3k	223.65	View chart
Ishares Expanded MF Closed and MF Open (IGV)	0.0	$295k	NEW	2.9k	100.12	View chart
New Jersey Common Stock (NJR)	0.0	$295k	NEW	6.3k	46.65	View chart
Hanover Insurance Common Stock (THG)	0.0	$293k	NEW	1.9k	154.65	View chart
Vanguard Mid MF Closed and MF Open (VOT)	0.0	$288k	NEW	1.1k	253.67	View chart
Tractor Supply Common Stock (TSCO)	0.0	$288k	NEW	5.4k	53.06	View chart
Alphabet Common Stock (GOOG)	0.0	$286k	NEW	1.5k	190.47	View chart
Standex Intl Common Stock (SXI)	0.0	$286k	NEW	1.5k	186.96	View chart
Cencora Common Stock (COR)	0.0	$279k	NEW	1.2k	224.60	View chart
Kimco Realty Common Stock (KIM)	0.0	$278k		12k	23.43	View chart
Marsh & Mclennan Common Stock (MMC)	0.0	$268k	NEW	1.3k	212.47	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.0	$267k	NEW	495.00	538.56	View chart
Schwab Charles Common Stock (SCHW)	0.0	$255k	NEW	3.4k	74.00	View chart
Cintas Corp Common Stock (CTAS)	0.0	$249k	NEW	1.4k	182.66	View chart
Nuveen Amt MF Closed and MF Open (NVG)	0.0	$244k	NEW	20k	12.26	View chart
Fedex Corp Common Stock (FDX)	0.0	$239k	NEW	849.00	281.47	View chart
Vaneck Jr MF Closed and MF Open (GDXJ)	0.0	$227k	NEW	5.3k	42.75	View chart
Ensign Group Common Stock (ENSG)	0.0	$217k	NEW	1.6k	132.86	View chart
Pepsico Common Stock (PEP)	0.0	$217k	NEW	1.4k	152.06	View chart
Ishares Russ MF Closed and MF Open (IWS)	0.0	$215k	NEW	1.7k	129.30	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$213k	NEW	1.6k	131.29	View chart
Provident Financial Common Stock (PFS)	0.0	$211k	NEW	11k	18.87	View chart
Conocophillips Common Stock (COP)	0.0	$206k	NEW	2.1k	99.16	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.0	$199k	NEW	11k	18.50	View chart
America Movil Common Stock (AMX)	0.0	$174k	NEW	12k	14.31	View chart
Nuveen New York MF Closed and MF Open (NAN)	0.0	$170k	NEW	15k	11.40	View chart
Nuveen New York MF Closed and MF Open (NRK)	0.0	$119k	NEW	11k	10.46	View chart
Pimco Income MF Closed and MF Open (PFN)	0.0	$82k	NEW	11k	7.45	View chart

Past Filings by Ibex Wealth Advisors

SEC 13F filings are viewable for Ibex Wealth Advisors going back to 2016

Ibex Wealth Advisors 2024 Q4 filed Jan. 23, 2025
Ibex Wealth Advisors 2024 Q3 filed Nov. 4, 2024
Ibex Wealth Advisors 2024 Q2 filed Aug. 6, 2024
Ibex Wealth Advisors 2024 Q1 filed April 18, 2024
Ibex Wealth Advisors 2023 Q4 filed Jan. 29, 2024
Ibex Wealth Advisors 2023 Q3 filed Nov. 7, 2023
Ibex Wealth Advisors 2023 Q1 filed May 15, 2023
Ibex Wealth Advisors 2022 Q4 filed Feb. 6, 2023
Ibex Wealth Advisors 2022 Q3 filed Oct. 31, 2022
Ibex Wealth Advisors 2022 Q2 filed Aug. 16, 2022
Ibex Wealth Advisors 2022 Q1 filed May 16, 2022
Ibex Wealth Advisors 2021 Q4 filed Feb. 22, 2022
Ibex Wealth Advisors 2021 Q3 filed Nov. 12, 2021
Ibex Wealth Advisors 2021 Q2 filed Aug. 20, 2021
Ibex Wealth Advisors 2021 Q1 filed May 5, 2021
Ibex Wealth Advisors 2020 Q4 filed Jan. 22, 2021

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