Ibex Wealth Advisors Portfolio Holdings

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025

Ibex Wealth Advisors has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $902 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $108M, Broadcom Inc. with a value of $46.7M, Microsoft Corp with a value of $34.5M, Palantir Technologies Inc. with a value of $32.2M, and Apple Inc. with a value of $22.8M.

Examining the 13F form we can see an increase of $174M in the current position value, from $728M to 902M.

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 $902 Million
Technology: $308 Million
Financial Services: $191 Million
ETFs: $83.6 Million
Energy: $74.1 Million
Communication Services: $62.1 Million
Real Estate: $46.1 Million
Healthcare: $38.5 Million
Consumer Cyclical: $38 Million
Other: $59.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$419B
$108 Million 11.97% of portfolio
683,338
Q2 2025 Added 3.33%
$140B
$46.7 Million 5.17% of portfolio
169,278
Q2 2025 Added 11.46%
$3.71T
$34.5 Million 3.83% of portfolio
69,420
Q2 2025 Added 1.33%
$307B
$32.2 Million 3.57% of portfolio
236,063
Q2 2025 Added 26.68%
$3.82T
$22.8 Million 2.53% of portfolio
111,081
Q2 2025 Reduced 18.69%
$69.3B
$21.8 Million 2.42% of portfolio
346,789
Q2 2025 Added 1.91%
$230B
$18.9 Million 2.09% of portfolio
63,996
Q2 2025 Reduced 7.22%
$8.14B
$17.4 Million 1.93% of portfolio
195,772
Q2 2025 Added 2.7%
$206B
$17.2 Million 1.9% of portfolio
592,694
Q2 2025 Added 6.64%
$2.4T
$16.5 Million 1.83% of portfolio
75,371
Q2 2025 Reduced 13.28%
$160B
$15.8 Million 1.75% of portfolio
45,005
Q2 2025 Added 2.08%
$31.9B
$14.8 Million 1.64% of portfolio
181,029
Q2 2025 Added 2.91%
$1.69T
$13.9 Million 1.54% of portfolio
18,849
Q2 2025 Added 12.3%
$182B
$13.5 Million 1.49% of portfolio
310,868
Q2 2025 Added 33.91%
$59.1B
$13.5 Million 1.49% of portfolio
65,799
Q2 2025 Added 0.68%
$560B
$12.3 Million 1.36% of portfolio
21,870
Q2 2025 Added 4.02%
$59.5B
$11.8 Million 1.31% of portfolio
400,356
Q2 2025 Added 4.19%
$8.26B
$11.1 Million 1.23% of portfolio
201,325
Q2 2025 Added 3.3%
$14.7B
$11 Million 1.22% of portfolio
136,491
Q2 2025 Added 3.68%
$84.5B
$11 Million 1.22% of portfolio
51,580
Q2 2025 New
$371B
$10.8 Million 1.2% of portfolio
58,426
Q2 2025 Added 2.83%
$256B
$10.7 Million 1.18% of portfolio
151,522
Q2 2025 Added 4.03%
$7.97B
$10.3 Million 1.14% of portfolio
536,032
Q2 2025 Added 2.89%
$1.4T
$10.2 Million 1.13% of portfolio
57,959
Q2 2025 Reduced 14.29%
$702B
$9.81 Million 1.09% of portfolio
12,586
Q2 2025 Added 1.95%
$94.4B
$9.79 Million 1.09% of portfolio
35,528
Q2 2025 Added 59.09%
$41.2B
$9.36 Million 1.04% of portfolio
100,928
Q2 2025 Added 4.7%
$3.97B
$8.67 Million 0.96% of portfolio
193,464
Q2 2025 Added 3.58%
$32.7B
$8.13 Million 0.9% of portfolio
93,862
Q2 2025 Added 27.29%
$0
$7.96 Million 0.88% of portfolio
84,804
Q2 2025 Added 37.29%
$150B
$7.97 Million 0.88% of portfolio
28,559
Q2 2025 Added 2.6%
$5.55B
$7.85 Million 0.87% of portfolio
141,706
Q2 2025 Added 309.05%
$61B
$7.76 Million 0.86% of portfolio
180,528
Q2 2025 Added 2.13%
$26.9B
$7.48 Million 0.83% of portfolio
67,426
Q2 2025 Reduced 0.97%
$187B
$7.36 Million 0.82% of portfolio
78,909
Q2 2025 Added 12.73%
$213B
$7.26 Million 0.81% of portfolio
91,716
Q2 2025 New
$46.3B
$7.2 Million 0.8% of portfolio
41,328
Q2 2025 Added 7.01%
$7.81B
$7.23 Million 0.8% of portfolio
85,379
Q2 2025 Added 3.89%
$0
$7.19 Million 0.8% of portfolio
13,041
Q2 2025 Added 1.01%
$4.82B
$7.22 Million 0.8% of portfolio
234,636
Q2 2025 Added 3.86%
$301B
$7.22 Million 0.8% of portfolio
50,398
Q2 2025 Added 5.79%
$5.8B
$7.25 Million 0.8% of portfolio
99,201
Q2 2025 Added 5.98%
$554B
$7.13 Million 0.79% of portfolio
5,323
Q2 2025 Added 6.08%
$0
$7.02 Million 0.78% of portfolio
11,368
Q2 2025 Added 29.11%
$3.35B
$6.93 Million 0.77% of portfolio
226,525
Q2 2025 New
$123B
$6.94 Million 0.77% of portfolio
46,383
Q2 2025 Added 8.68%
$3.45B
$6.97 Million 0.77% of portfolio
105,700
Q2 2025 New
$1.28T
$6.64 Million 0.74% of portfolio
29,323
Q2 2025 Added 25.57%
$302B
$6.36 Million 0.7% of portfolio
24,692
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $902 Million
  • Prior Value $728 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 84 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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