Ibex Wealth Advisors Portfolio Holdings

Ibex Wealth Advisors

  • $995 Million
  • Q3 2025

Ibex Wealth Advisors has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $995 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $128M, Broadcom Inc. with a value of $56.5M, Palantir Technologies Inc. with a value of $43.1M, Microsoft Corp with a value of $36.2M, and App Lovin Corp with a value of $32.8M.

Examining the 13F form we can see an increase of $93.2M in the current position value, from $902M to 995M.

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 $995 Million
Technology: $379 Million
Financial Services: $197 Million
ETFs: $88.4 Million
Energy: $74.6 Million
Communication Services: $66.7 Million
Real Estate: $47.2 Million
Healthcare: $45.5 Million
Consumer Cyclical: $36.5 Million
Other: $60.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.41B
$6.14 Million 0.62% of portfolio
235,705
Q3 2025 Added 0.46%
$3.14B
$6.07 Million 0.61% of portfolio
106,520
Q3 2025 Added 0.78%
$89.3B
$5.99 Million 0.6% of portfolio
54,952
Q3 2025 Added 9.77%
$29.2B
$5.94 Million 0.6% of portfolio
182,010
Q3 2025 Added 1.72%
$87.8B
$5.83 Million 0.59% of portfolio
12,238
Q3 2025 Added 6.27%
$265B
$5.87 Million 0.59% of portfolio
7,376
Q3 2025 Added 571.16%
$62.3B
$5.87 Million 0.59% of portfolio
52,209
Q3 2025 New
$191B
$5.64 Million 0.57% of portfolio
1,045
Q3 2025 Added 7.62%
$7.02B
$5.23 Million 0.53% of portfolio
103,519
Q3 2025 Reduced 48.58%
$270B
$5.23 Million 0.53% of portfolio
32,906
Q3 2025 Added 254.55%
$1.82B
$5.21 Million 0.52% of portfolio
51,673
Q3 2025 New
$258B
$5.08 Million 0.51% of portfolio
30,380
Q3 2025 Added 9.54%
$971B
$5.1 Million 0.51% of portfolio
6,689
Q3 2025 Reduced 46.85%
$114B
$4.94 Million 0.5% of portfolio
22,894
Q3 2025 Added 6.75%
$167B
$4.95 Million 0.5% of portfolio
51,820
Q3 2025 Added 6.23%
$12.6B
$4.97 Million 0.5% of portfolio
227,634
Q3 2025 Added 1,583.56%
$279B
$4.77 Million 0.48% of portfolio
46,326
Q3 2025 Reduced 8.99%
$1.74T
$4.8 Million 0.48% of portfolio
19,700
Q3 2025 Added 1,307.14%
$132B
$4.7 Million 0.47% of portfolio
19,047
Q3 2025 Added 5.65%
$19.3B
$4.49 Million 0.45% of portfolio
71,565
Q3 2025 New
$0
$4.05 Million 0.41% of portfolio
14,359
Q3 2025 Reduced 0.52%
$41.4B
$3.85 Million 0.39% of portfolio
42,961
Q3 2025 New
$1.29T
$3.45 Million 0.35% of portfolio
7,765
Q3 2025 Reduced 22.93%
$0
$3 Million 0.3% of portfolio
37,567
Q3 2025 Added 5.66%
$881B
$2.74 Million 0.28% of portfolio
8,692
Q3 2025 Added 5.55%
$0
$2.59 Million 0.26% of portfolio
316,087
Q3 2025 Added 0.4%
$0
$2.16 Million 0.22% of portfolio
7,971
Q3 2025 Added 23.99%
$0
$2.14 Million 0.21% of portfolio
24,610
Q3 2025 Added 6.36%
$0
$2.12 Million 0.21% of portfolio
67,177
Q3 2025 Reduced 1.12%
$0
$2.12 Million 0.21% of portfolio
23,690
Q3 2025 Reduced 18.64%
$0
$1.97 Million 0.2% of portfolio
12,763
Q3 2025 Reduced 0.23%
$0
$1.88 Million 0.19% of portfolio
3,915
Q3 2025 Added 38.63%
$0
$1.8 Million 0.18% of portfolio
94,264
Q3 2025 Reduced 1.42%
$0
$1.79 Million 0.18% of portfolio
12,733
Q3 2025 Added 0.54%
$0
$1.76 Million 0.18% of portfolio
154,560
Q3 2025 Reduced 0.62%
$0
$1.69 Million 0.17% of portfolio
17,552
Q3 2025 Reduced 5.12%
$156B
$1.55 Million 0.16% of portfolio
13,988
Q3 2025 Added 10.4%
$0
$1.6 Million 0.16% of portfolio
136,850
Q3 2025 Reduced 1.14%
$0
$1.55 Million 0.16% of portfolio
173,123
Q3 2025 Reduced 3.14%
$0
$1.5 Million 0.15% of portfolio
13,023
Q3 2025 Added 336.43%
$0
$1.51 Million 0.15% of portfolio
129,963
Q3 2025 Reduced 1.26%
$0
$1.54 Million 0.15% of portfolio
2,513
Q3 2025 Reduced 2.33%
$0
$1.42 Million 0.14% of portfolio
7,232
Q3 2025 Added 8.23%
$0
$1.28 Million 0.13% of portfolio
116,103
Q3 2025 Added 1.18%
$65.3B
$1.29 Million 0.13% of portfolio
17,703
Q3 2025 Reduced 0.45%
$2.22B
$1.34 Million 0.13% of portfolio
35,234
Q3 2025 Reduced 1.87%
$72.3B
$1.24 Million 0.12% of portfolio
11,062
Q3 2025 Reduced 0.93%
$49.1B
$1.19 Million 0.12% of portfolio
993
Q3 2025 Reduced 81.35%
$0
$1.15 Million 0.12% of portfolio
24,850
Q3 2025 Reduced 1.09%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $995 Million
  • Prior Value $902 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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