Ibex Wealth Advisors has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $635 Million distributed in 320 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $97.1M, Broadcom Inc. with a value of $33.9M, Microsoft Corp with a value of $33.3M, Apple Inc. with a value of $22.7M, and Amazon Com Inc with a value of $16.3M.
Examining the 13F form we can see an increase of $267M in the current position value, from $369M to 635M.
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
$635 Million
Technology: $249 Million
Financial Services: $104 Million
Energy: $58.5 Million
Communication Services: $57.4 Million
Healthcare: $39.7 Million
Consumer Cyclical: $32.8 Million
Real Estate: $28.1 Million
Consumer Defensive: $27.9 Million
Other: $37.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions