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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$128 Million 12.89% of portfolio
687,364
Q3 2025 Added 0.59%
$139B
$56.5 Million 5.68% of portfolio
171,385
Q3 2025 Added 1.24%
$342B
$43.1 Million 4.34% of portfolio
236,473
Q3 2025 Added 0.17%
$3.78T
$36.2 Million 3.64% of portfolio
69,886
Q3 2025 Added 0.67%
$163B
$32.8 Million 3.3% of portfolio
45,663
Q3 2025 Added 1.46%
$4.3T
$28.7 Million 2.88% of portfolio
112,724
Q3 2025 Added 1.48%
$74.3B
$22.1 Million 2.22% of portfolio
349,114
Q3 2025 Added 0.67%
$2.39T
$21.3 Million 2.14% of portfolio
97,124
Q3 2025 Added 28.86%
$8.02B
$19.9 Million 2.0% of portfolio
196,221
Q3 2025 Added 0.23%
$181B
$17 Million 1.71% of portfolio
602,632
Q3 2025 Added 1.68%
$1.37T
$15.7 Million 1.57% of portfolio
21,320
Q3 2025 Added 13.11%
$1.65T
$14.2 Million 1.43% of portfolio
58,428
Q3 2025 Added 0.81%
$61.4B
$13.6 Million 1.37% of portfolio
66,939
Q3 2025 Added 1.73%
$414B
$13.6 Million 1.37% of portfolio
58,897
Q3 2025 Added 0.81%
$172B
$13.4 Million 1.35% of portfolio
305,238
Q3 2025 Reduced 1.81%
$31.5B
$13.3 Million 1.34% of portfolio
182,406
Q3 2025 Added 0.76%
$77.2B
$11.8 Million 1.19% of portfolio
55,705
Q3 2025 Added 8.0%
$533B
$11.7 Million 1.18% of portfolio
34,407
Q3 2025 Added 2.57%
$61.6B
$11.5 Million 1.15% of portfolio
404,831
Q3 2025 Added 1.12%
$270B
$10.9 Million 1.1% of portfolio
152,687
Q3 2025 Added 0.77%
$6B
$10.1 Million 1.01% of portfolio
146,353
Q3 2025 Added 3.28%
$15.4B
$9.77 Million 0.98% of portfolio
125,591
Q3 2025 Reduced 7.99%
$6.09B
$9.18 Million 0.92% of portfolio
542,040
Q3 2025 Added 1.12%
$100B
$8.96 Million 0.9% of portfolio
33,166
Q3 2025 Reduced 6.65%
$1.46T
$8.61 Million 0.87% of portfolio
30,843
Q3 2025 Added 5.18%
$59.5B
$8.33 Million 0.84% of portfolio
182,148
Q3 2025 Added 0.9%
$32.7B
$8.31 Million 0.83% of portfolio
95,858
Q3 2025 Added 2.13%
$181B
$8.13 Million 0.82% of portfolio
82,998
Q3 2025 Added 5.18%
$183B
$8.13 Million 0.82% of portfolio
28,801
Q3 2025 Added 0.85%
$98.1B
$8.06 Million 0.81% of portfolio
47,186
Q3 2025 Added 1.73%
$268B
$8.05 Million 0.81% of portfolio
48,125
Q3 2025 New
$0
$8.03 Million 0.81% of portfolio
84,374
Q3 2025 Reduced 0.51%
$7.41B
$7.99 Million 0.8% of portfolio
86,520
Q3 2025 Added 1.34%
$303B
$7.91 Million 0.8% of portfolio
50,968
Q3 2025 Added 1.13%
$3.48B
$7.98 Million 0.8% of portfolio
230,082
Q3 2025 Added 1.57%
$300B
$7.82 Million 0.79% of portfolio
22,642
Q3 2025 New
$235B
$7.83 Million 0.79% of portfolio
93,249
Q3 2025 Added 1.67%
$0
$7.87 Million 0.79% of portfolio
13,113
Q3 2025 Added 0.55%
$328B
$7.8 Million 0.78% of portfolio
25,928
Q3 2025 Added 5.01%
$45.5B
$7.24 Million 0.73% of portfolio
41,899
Q3 2025 Added 1.38%
$5.89B
$7.06 Million 0.71% of portfolio
99,448
Q3 2025 Added 0.25%
$3.63B
$6.97 Million 0.7% of portfolio
196,421
Q3 2025 Added 1.53%
$0
$6.97 Million 0.7% of portfolio
10,463
Q3 2025 Reduced 7.96%
$266B
$6.72 Million 0.68% of portfolio
23,806
Q3 2025 Reduced 62.8%
$84.4B
$6.74 Million 0.68% of portfolio
34,370
Q3 2025 New
$8.3B
$6.5 Million 0.65% of portfolio
78,003
Q3 2025 New
$11.3B
$6.41 Million 0.64% of portfolio
52,395
Q3 2025 Added 1.4%
$255B
$6.4 Million 0.64% of portfolio
19,262
Q3 2025 Added 6.68%
$593B
$6.27 Million 0.63% of portfolio
22,304
Q3 2025 Added 963.61%

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
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