Ibex Wealth Advisors Portfolio Holdings

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025

Ibex Wealth Advisors has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $728 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $71.7M, Apple Inc. with a value of $30.3M, Microsoft Corp with a value of $25.7M, Broadcom Inc. with a value of $25.4M, and Williams Companies, Inc. with a value of $20.3M.

Examining the 13F form we can see an decrease of $85M in the current position value, from $813M to 728M.

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 $728 Million
Technology: $227 Million
Financial Services: $160 Million
ETFs: $75.1 Million
Energy: $73.8 Million
Communication Services: $51 Million
Real Estate: $36.1 Million
Healthcare: $30.8 Million
Consumer Cyclical: $29.4 Million
Other: $44.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$446B
$5.26 Million 0.72% of portfolio
5,561
Q1 2025 Added 5.68%
$171B
$5.1 Million 0.7% of portfolio
70,001
Q1 2025 New
$0
$4.93 Million 0.68% of portfolio
8,805
Q1 2025 Reduced 40.33%
$10.2B
$4.74 Million 0.65% of portfolio
250,041
Q1 2025 New
$536B
$4.68 Million 0.64% of portfolio
5,018
Q1 2025 Added 11.71%
$224B
$4.53 Million 0.62% of portfolio
16,837
Q1 2025 Added 32.95%
$41.7B
$4.32 Million 0.59% of portfolio
89,542
Q1 2025 New
$19.8B
$4.22 Million 0.58% of portfolio
59,936
Q1 2025 New
$8.81B
$4.11 Million 0.57% of portfolio
41,050
Q1 2025 New
$86.2B
$4.03 Million 0.55% of portfolio
6,628
Q1 2025 Reduced 42.98%
$1.1T
$3.88 Million 0.53% of portfolio
23,351
Q1 2025 New
$1.83B
$3.63 Million 0.5% of portfolio
119,563
Q1 2025 New
$155B
$3.53 Million 0.49% of portfolio
12,483
Q1 2025 New
$75.1B
$3.37 Million 0.46% of portfolio
30,723
Q1 2025 Added 12.59%
$0
$3.21 Million 0.44% of portfolio
103,927
Q1 2025 Reduced 12.99%
$0
$2.68 Million 0.37% of portfolio
33,910
Q1 2025 Added 0.8%
$0
$2.49 Million 0.34% of portfolio
312,607
Q1 2025 Reduced 4.32%
$0
$2.17 Million 0.3% of portfolio
5,858
Q1 2025 Reduced 5.87%
$1.03T
$2.15 Million 0.3% of portfolio
8,302
Q1 2025 Reduced 16.98%
$0
$2.08 Million 0.29% of portfolio
24,153
Q1 2025 New
$0
$2.04 Million 0.28% of portfolio
22,100
Q1 2025 Added 1.06%
$0
$2 Million 0.28% of portfolio
45,002
Q1 2025 New
$0
$1.87 Million 0.26% of portfolio
14,647
Q1 2025 Reduced 6.34%
$0
$1.79 Million 0.25% of portfolio
159,548
Q1 2025 Added 8.88%
$0
$1.8 Million 0.25% of portfolio
12,765
Q1 2025 Reduced 3.3%
$0
$1.8 Million 0.25% of portfolio
20,025
Q1 2025 Added 579.5%
$0
$1.75 Million 0.24% of portfolio
93,464
Q1 2025 Reduced 6.66%
$0
$1.78 Million 0.24% of portfolio
20,829
Q1 2025 Added 0.57%
$0
$1.76 Million 0.24% of portfolio
18,521
Q1 2025 Added 0.78%
$0
$1.76 Million 0.24% of portfolio
35,853
Q1 2025 New
$0
$1.58 Million 0.22% of portfolio
179,886
Q1 2025 Added 3.69%
$0
$1.63 Million 0.22% of portfolio
141,251
Q1 2025 Added 5.86%
$0
$1.5 Million 0.21% of portfolio
11,495
Q1 2025 Reduced 4.51%
$0
$1.52 Million 0.21% of portfolio
28,996
Q1 2025 Reduced 4.44%
$0
$1.43 Million 0.2% of portfolio
67,878
Q1 2025 New
$0
$1.46 Million 0.2% of portfolio
128,617
Q1 2025 Reduced 4.2%
$0
$1.46 Million 0.2% of portfolio
20,428
Q1 2025 Reduced 8.0%
$0
$1.36 Million 0.19% of portfolio
35,651
Q1 2025 New
$0
$1.34 Million 0.18% of portfolio
11,031
Q1 2025 Reduced 8.99%
$64.6B
$1.24 Million 0.17% of portfolio
11,110
Q1 2025 Added 3.63%
$0
$1.22 Million 0.17% of portfolio
113,556
Q1 2025 Reduced 3.15%
$0
$1.18 Million 0.16% of portfolio
25,840
Q1 2025 Reduced 4.14%
$0
$1.13 Million 0.16% of portfolio
104,587
Q1 2025 Reduced 1.44%
$0
$1.08 Million 0.15% of portfolio
10,274
Q1 2025 Reduced 49.4%
$286B
$1.06 Million 0.15% of portfolio
14,747
Q1 2025 New
$0
$1.03 Million 0.14% of portfolio
11,400
Q1 2025 Added 0.61%
$0
$1.01 Million 0.14% of portfolio
16,849
Q1 2025 Reduced 15.42%
$4.37B
$979,000 0.13% of portfolio
23,518
Q1 2025 Added 18.59%
$0
$925,000 0.13% of portfolio
10,512
Q1 2025 Reduced 56.37%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $728 Million
  • Prior Value $813 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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