Ibex Wealth Advisors Portfolio Holdings
Ibex Wealth Advisors
- $635 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 320
- Current Value $635 Million
- Prior Value $369 Million
- Filing
- Period Q2 2024
- Filing Date August 06, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 235 stocks
- Additional Purchases 33 stocks
- Sold out of 0 stocks
- Reduced holdings in 45 stocks