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 Under $50 Millions
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