Ibex Wealth Advisors has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.17 Billion distributed in 68 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $551M, Service Now, Inc. with a value of $84.4M, Apple Inc. with a value of $63.8M, Sherwin Williams CO with a value of $58.9M, and Capital One Financial Corp with a value of $29.1M.
Examining the 13F form we can see an increase of $534M in the current position value, from $635M to 1.17B.
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
$1.17 Billion
Consumer Cyclical: $579 Million
Technology: $241 Million
Financial Services: $98.7 Million
Healthcare: $93.2 Million
Basic Materials: $59.8 Million
Industrials: $29.6 Million
Communication Services: $26.4 Million
Energy: $26 Million
Other: $16.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
