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 Market Cap. of $10 Billions to $200 Billions
