Ibex Wealth Advisors Portfolio Holdings

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024

Ibex Wealth Advisors has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $813 Million distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $98.1M, Broadcom Inc. with a value of $39.5M, Microsoft Corp with a value of $32.4M, Apple Inc. with a value of $31.9M, and Amazon Com Inc with a value of $19.1M.

Examining the 13F form we can see an decrease of $357M in the current position value, from $1.17B to 813M.

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 $813 Million
Technology: $272 Million
Financial Services: $157 Million
ETFs: $88.3 Million
Energy: $69 Million
Communication Services: $60 Million
Consumer Cyclical: $47.3 Million
Real Estate: $31.7 Million
Industrials: $29.9 Million
Other: $57.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.1B
$39.5 Million 4.85% of portfolio
170,177
Q4 2024 New
$68.6B
$18.3 Million 2.25% of portfolio
337,333
Q4 2024 New
$43.2B
$18 Million 2.22% of portfolio
179,427
Q4 2024 New
$93.6B
$13.7 Million 1.68% of portfolio
42,263
Q4 2024 Reduced 67.23%
$166B
$13.4 Million 1.65% of portfolio
177,401
Q4 2024 New
$192B
$12.5 Million 1.54% of portfolio
550,822
Q4 2024 New
$56.1B
$11.2 Million 1.38% of portfolio
61,802
Q4 2024 New
$58.9B
$10.4 Million 1.28% of portfolio
381,016
Q4 2024 New
$16.3B
$9.52 Million 1.17% of portfolio
130,296
Q4 2024 Added 156.98%
$182B
$9.55 Million 1.17% of portfolio
238,758
Q4 2024 New
$173B
$9.09 Million 1.12% of portfolio
59,176
Q4 2024 Added 408.17%
$136B
$7.63 Million 0.94% of portfolio
106,376
Q4 2024 Added 1,408.88%
$60.6B
$7.63 Million 0.94% of portfolio
175,781
Q4 2024 Added 842.22%
$39.3B
$7.39 Million 0.91% of portfolio
96,233
Q4 2024 New
$84.1B
$7.39 Million 0.91% of portfolio
11,625
Q4 2024 New
$112B
$7.22 Million 0.89% of portfolio
41,872
Q4 2024 New
$22.4B
$7.04 Million 0.87% of portfolio
160,788
Q4 2024 New
$164B
$7.03 Million 0.86% of portfolio
26,963
Q4 2024 Added 14.72%
$45.2B
$6.73 Million 0.83% of portfolio
37,948
Q4 2024 New
$32.9B
$6.3 Million 0.77% of portfolio
61,728
Q4 2024 New
$10.6B
$6.02 Million 0.74% of portfolio
49,480
Q4 2024 New
$32.7B
$5.78 Million 0.71% of portfolio
66,750
Q4 2024 New
$18.5B
$5.5 Million 0.68% of portfolio
31,148
Q4 2024 New
$195B
$5.07 Million 0.62% of portfolio
1,020
Q4 2024 Reduced 99.22%
$14.1B
$4.77 Million 0.59% of portfolio
20,057
Q4 2024 Reduced 9.17%
$31.1B
$4.8 Million 0.59% of portfolio
164,446
Q4 2024 New
$161B
$4.23 Million 0.52% of portfolio
35,040
Q4 2024 New
$179B
$3.61 Million 0.44% of portfolio
9,961
Q4 2024 Added 894.11%
$71B
$3.38 Million 0.42% of portfolio
27,288
Q4 2024 New
$81.8B
$2.66 Million 0.33% of portfolio
31,154
Q4 2024 New
$150B
$2.71 Million 0.33% of portfolio
11,827
Q4 2024 New
$59.7B
$1.28 Million 0.16% of portfolio
5,318
Q4 2024 New
$67.9B
$1.11 Million 0.14% of portfolio
10,721
Q4 2024 Reduced 69.37%
$70.1B
$1.16 Million 0.14% of portfolio
4,097
Q4 2024 New
$40.3B
$884,000 0.11% of portfolio
10,472
Q4 2024 New
$56.1B
$833,000 0.1% of portfolio
1,565
Q4 2024 Reduced 95.91%
$26.7B
$831,000 0.1% of portfolio
7,908
Q4 2024 New
$37.4B
$717,000 0.09% of portfolio
6,555
Q4 2024 New
$70.2B
$704,000 0.09% of portfolio
5,592
Q4 2024 New
$34.3B
$626,000 0.08% of portfolio
19,214
Q4 2024 Reduced 47.35%
$52.7B
$568,000 0.07% of portfolio
2,951
Q4 2024 New
$32.8B
$584,000 0.07% of portfolio
3,111
Q4 2024 New
$71.7B
$532,000 0.07% of portfolio
1,152
Q4 2024 New
$44.3B
$536,000 0.07% of portfolio
3,008
Q4 2024 Reduced 87.45%
$135B
$464,000 0.06% of portfolio
2,858
Q4 2024 New
$19.5B
$470,000 0.06% of portfolio
2,668
Q4 2024 New
$14.9B
$503,000 0.06% of portfolio
6,420
Q4 2024 Reduced 85.75%
$13.4B
$442,000 0.05% of portfolio
1,044
Q4 2024 New
$25.7B
$383,000 0.05% of portfolio
3,301
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $813 Million
  • Prior Value $1.17 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 166 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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