Ibex Wealth Advisors Portfolio Holdings

Ibex Wealth Advisors

  • $1.17 Billion
  • Q3 2024

Ibex Wealth Advisors has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.17 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Booking Holdings Inc. with a value of $551M, Service Now, Inc. with a value of $84.4M, Apple Inc. with a value of $63.8M, Sherwin Williams CO with a value of $58.9M, and Capital One Financial Corp with a value of $29.1M.

Examining the 13F form we can see an increase of $534M in the current position value, from $635M to 1.17B.

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 $1.17 Billion
Consumer Cyclical: $579 Million
Technology: $241 Million
Financial Services: $98.7 Million
Healthcare: $93.2 Million
Basic Materials: $59.8 Million
Industrials: $29.6 Million
Communication Services: $26.4 Million
Energy: $26 Million
Other: $16.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.03B
$281,000 0.02% of portfolio
42,585
Q3 2024 Added 6,997.5%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $1.17 Billion
  • Prior Value $635 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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