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
$0
$524,000 0.05% of portfolio
5,300
Q2 2025 New
$85.9B
$530,000 0.05% of portfolio
2,401
Q3 2025 New
$0
$530,000 0.05% of portfolio
2,913
Q3 2025 Added 0.07%
$0
$453,000 0.05% of portfolio
27,307
Q3 2025 Added 0.49%
$0
$420,000 0.04% of portfolio
563
Q3 2025 Added 6.63%
$111B
$443,000 0.04% of portfolio
1,349
Q3 2025 Added 0.67%
$662B
$372,000 0.04% of portfolio
740
Q3 2025 Reduced 93.64%
$0
$409,000 0.04% of portfolio
3,461
Q3 2025 Added 0.49%
$16.9B
$359,000 0.04% of portfolio
5,335
Q3 2025 Added 3.94%
$34.7B
$413,000 0.04% of portfolio
2,919
Q3 2025 Added 1.0%
$0
$377,000 0.04% of portfolio
30,039
Q3 2025 Reduced 19.52%
$0
$357,000 0.04% of portfolio
33,739
Q4 2024 New
$6.46B
$350,000 0.04% of portfolio
1,927
Q3 2025 Added 0.52%
$5.03B
$431,000 0.04% of portfolio
6,898
Q3 2025 New
$930M
$438,000 0.04% of portfolio
16,030
Q3 2025 New
$0
$428,000 0.04% of portfolio
8,439
Q3 2025 Reduced 0.26%
$0
$274,000 0.03% of portfolio
22,317
Q2 2025 Reduced 8.03%
$317B
$312,000 0.03% of portfolio
3,731
Q3 2025 Added 0.57%
$54.4B
$288,000 0.03% of portfolio
931
Q3 2025 Reduced 72.51%
$0
$337,000 0.03% of portfolio
1,660
Q3 2025 Added 0.42%
$4.49B
$302,000 0.03% of portfolio
6,275
Q2 2025 New
$0
$334,000 0.03% of portfolio
1,140
Q3 2025 Added 0.09%
$63.4B
$275,000 0.03% of portfolio
602
Q3 2025 Reduced 7.38%
$193B
$313,000 0.03% of portfolio
701
Q3 2025 Reduced 50.14%
$0
$253,000 0.03% of portfolio
546
Q2 2025 New
$6.14B
$298,000 0.03% of portfolio
7,782
Q3 2025 Added 0.4%
$0
$303,000 0.03% of portfolio
3,700
Q2 2025 New
$113B
$200,000 0.02% of portfolio
2,123
Q3 2025 New
$346B
$216,000 0.02% of portfolio
1,408
Q3 2025 Added 0.5%
$79.6B
$231,000 0.02% of portfolio
1,870
Q3 2025 New
$96.9B
$210,000 0.02% of portfolio
498
Q3 2025 Reduced 1.58%
$68.9B
$201,000 0.02% of portfolio
854
Q3 2025 New
$0
$196,000 0.02% of portfolio
2,579
Q3 2025 Reduced 69.39%
$0
$235,000 0.02% of portfolio
1,685
Q3 2025 Added 0.42%
$168B
$211,000 0.02% of portfolio
2,799
Q3 2025 Reduced 46.28%
$0
$170,000 0.02% of portfolio
14,908
Q4 2024 New
$0
$231,000 0.02% of portfolio
2,660
Q3 2025 Reduced 69.57%
$74.3B
$200,000 0.02% of portfolio
997
Q3 2025 New
$20.3B
$246,000 0.02% of portfolio
5,000
Q3 2025 Reduced 0.32%
$0
$116,000 0.01% of portfolio
11,375
Q4 2024 New
$0
$83,000 0.01% of portfolio
10,988
Q4 2024 New
$129M
$128,000 0.01% of portfolio
15,000
Q2 2025 New
Blackrock Fdg
-
$0 0.0% of portfolio
-
Q3 2025 New
U S Treasury
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.4%
Ge Vernova
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.36%
America Movil
-
$0 0.0% of portfolio
-
Q4 2024 New
Ge Healthcare
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.03%
Annaly Capital
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.78%
Lam Research
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.01%

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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