Ibex Wealth Advisors Portfolio Holdings

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025

Ibex Wealth Advisors has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $902 Million distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $108M, Broadcom Inc. with a value of $46.7M, Microsoft Corp with a value of $34.5M, Palantir Technologies Inc. with a value of $32.2M, and Apple Inc. with a value of $22.8M.

Examining the 13F form we can see an increase of $174M in the current position value, from $728M to 902M.

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 $902 Million
Technology: $308 Million
Financial Services: $191 Million
ETFs: $83.6 Million
Energy: $74.1 Million
Communication Services: $62.1 Million
Real Estate: $46.1 Million
Healthcare: $38.5 Million
Consumer Cyclical: $38 Million
Other: $59.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.2B
$6.27 Million 0.7% of portfolio
51,673
Q2 2025 Added 9.61%
$16.7B
$6.24 Million 0.69% of portfolio
42,174
Q2 2025 Added 4.99%
$32.1B
$5.83 Million 0.65% of portfolio
178,925
Q2 2025 Added 7.27%
$242B
$5.76 Million 0.64% of portfolio
18,056
Q2 2025 Added 7.24%
$93.1B
$5.78 Million 0.64% of portfolio
11,516
Q2 2025 New
$641B
$5.65 Million 0.63% of portfolio
11,637
Q2 2025 Added 2.89%
$433B
$5.66 Million 0.63% of portfolio
5,714
Q2 2025 Added 2.75%
$221B
$5.62 Million 0.62% of portfolio
971
Q2 2025 New
$255B
$5.38 Million 0.6% of portfolio
29,530
Q2 2025 New
$8.3B
$5.39 Million 0.6% of portfolio
51,927
Q2 2025 Added 26.5%
$10.2B
$5.14 Million 0.57% of portfolio
270,758
Q2 2025 Added 8.29%
$278B
$4.98 Million 0.55% of portfolio
50,904
Q2 2025 New
$142B
$4.81 Million 0.53% of portfolio
18,029
Q2 2025 Added 44.43%
$0
$4.57 Million 0.51% of portfolio
51,086
Q2 2025 Reduced 51.36%
$84.1B
$4.56 Million 0.51% of portfolio
50,060
Q2 2025 New
$137B
$4.49 Million 0.5% of portfolio
21,447
Q2 2025 New
$223B
$4.05 Million 0.45% of portfolio
27,734
Q2 2025 New
$0
$3.66 Million 0.41% of portfolio
14,434
Q2 2025 Added 9.44%
$1.1T
$3.2 Million 0.35% of portfolio
10,075
Q2 2025 Added 21.36%
$0
$2.83 Million 0.31% of portfolio
35,553
Q2 2025 Added 4.85%
$0
$2.52 Million 0.28% of portfolio
314,819
Q2 2025 Added 0.71%
$0
$2.47 Million 0.27% of portfolio
29,118
Q2 2025 Added 31.76%
$874B
$2.39 Million 0.26% of portfolio
8,235
Q2 2025 Reduced 67.45%
$0
$2.08 Million 0.23% of portfolio
67,940
Q2 2025 Reduced 34.63%
$0
$2 Million 0.22% of portfolio
23,139
Q2 2025 Added 11.09%
$0
$1.89 Million 0.21% of portfolio
12,792
Q2 2025 Added 11.28%
$0
$1.81 Million 0.2% of portfolio
95,623
Q2 2025 Added 2.31%
$0
$1.77 Million 0.2% of portfolio
18,500
Q2 2025 Reduced 0.11%
$0
$1.69 Million 0.19% of portfolio
12,664
Q2 2025 Reduced 13.54%
$0
$1.7 Million 0.19% of portfolio
155,527
Q2 2025 Reduced 2.52%
$0
$1.53 Million 0.17% of portfolio
6,429
Q2 2025 New
$0
$1.56 Million 0.17% of portfolio
138,423
Q2 2025 Reduced 2.0%
$0
$1.55 Million 0.17% of portfolio
178,728
Q2 2025 Reduced 0.64%
$0
$1.46 Million 0.16% of portfolio
2,573
Q2 2025 New
$145B
$1.4 Million 0.16% of portfolio
12,670
Q2 2025 New
$0
$1.46 Million 0.16% of portfolio
131,620
Q2 2025 Added 2.33%
$258B
$1.31 Million 0.14% of portfolio
9,281
Q2 2025 New
$0
$1.25 Million 0.14% of portfolio
114,752
Q2 2025 Added 1.05%
$0
$1.24 Million 0.14% of portfolio
2,824
Q2 2025 Reduced 51.79%
$0
$1.16 Million 0.13% of portfolio
6,682
Q2 2025 Reduced 47.65%
$1.98B
$1.17 Million 0.13% of portfolio
35,905
Q2 2025 Reduced 69.97%
$0
$1.15 Million 0.13% of portfolio
13,705
Q2 2025 New
$67.2B
$1.18 Million 0.13% of portfolio
11,166
Q2 2025 Added 0.5%
$0
$1.15 Million 0.13% of portfolio
25,124
Q2 2025 Reduced 2.77%
$58.1B
$1.11 Million 0.12% of portfolio
17,783
Q2 2025 New
$62.9B
$1.08 Million 0.12% of portfolio
3,387
Q2 2025 New
$0
$1.02 Million 0.11% of portfolio
9,760
Q2 2025 Reduced 5.0%
$0
$951,000 0.11% of portfolio
11,399
Q2 2025 New
$0
$1.01 Million 0.11% of portfolio
6,143
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $902 Million
  • Prior Value $728 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 84 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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