Ibex Wealth Advisors Top Holdings and 13F Report (2025) About Ibex Wealth AdvisorsInvestment ActivityIbex Wealth Advisors has $849.21 million in total holdings as of December 31, 2024.Ibex Wealth Advisors owns shares of 204 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 84.00% of the portfolio was purchased this quarter.About 120.06% of the portfolio was sold this quarter.This quarter, Ibex Wealth Advisors has purchased 68 new stocks and bought additional shares in 14 stocks.Ibex Wealth Advisors sold shares of 24 stocks and completely divested from 30 stocks this quarter.Largest Holdings NVIDIA $98,143,333Broadcom $39,453,727Microsoft $32,440,473Apple $31,895,569Amazon.com $19,149,686 Largest New Holdings this Quarter Broadcom $39,453,727 HoldingWilliams Companies $18,256,440 HoldingONEOK $18,014,499 HoldingJackson Financial $17,055,469 HoldingInternational Business Machines $14,112,933 Holding Largest Purchases this Quarter NVIDIA 713,623 shares (about $95.83M)Broadcom 170,177 shares (about $39.45M)Microsoft 67,312 shares (about $28.37M)Williams Companies 337,333 shares (about $18.26M)ONEOK 179,427 shares (about $18.01M) Largest Sales this Quarter Booking 129,752 shares (about $644.74M)Apple 146,494 shares (about $36.69M)APPLOVIN CORP 86,686 shares (about $28.07M)Netflix 27,878 shares (about $24.85M)Ameriprise Financial 36,688 shares (about $19.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIbex Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$98,143,333$95,832,470 ▲4,147.0%730,83111.6%Computer and TechnologyAVGOBroadcom$39,453,727$39,453,727 ▲New Holding170,1774.6%Computer and TechnologyMSFTMicrosoft$32,440,473$28,372,137 ▲697.4%76,9643.8%Computer and TechnologyAAPLApple$31,895,569$36,685,113 ▼-53.5%127,3683.8%Computer and TechnologyAMZNAmazon.com$19,149,686$5,229,602 ▲37.6%87,2862.3%Retail/WholesaleWMBWilliams Companies$18,256,440$18,256,440 ▲New Holding337,3332.1%Oils/EnergyOKEONEOK$18,014,499$18,014,499 ▲New Holding179,4272.1%Oils/EnergyJXNJackson Financial$17,055,469$17,055,469 ▲New Holding195,8602.0%FinanceIBMInternational Business Machines$14,112,933$14,112,933 ▲New Holding64,1991.7%Computer and TechnologyAPPLOVIN CORP$13,686,023$28,071,519 ▼-67.2%42,2631.6%Common StockPALANTIR TECHNOLOGIES$13,416,846$13,416,846 ▲New Holding177,4011.6%Common StockVVisa$13,391,613$13,391,613 ▲New Holding42,3731.6%Business ServicesMETAMeta Platforms$12,679,429$12,679,429 ▲New Holding21,6551.5%Computer and TechnologyTAT&T$12,542,227$12,542,227 ▲New Holding550,8221.5%Computer and TechnologyGOOGLAlphabet$12,238,264$12,238,264 ▲New Holding64,6501.4%Computer and TechnologyOWLBlue Owl Capital$12,014,282$9,332,961 ▲348.1%516,5211.4%FinancePANWPalo Alto Networks$11,245,471$11,245,471 ▲New Holding61,8021.3%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$10,521,718$10,521,718 ▲New Holding211,0251.2%ETFKMIKinder Morgan$10,439,831$10,439,831 ▲New Holding381,0161.2%Oils/EnergyHRBH&R Block$10,230,230$10,230,230 ▲New Holding193,6081.2%Consumer DiscretionaryABBVAbbVie$9,870,120$25,411 ▼-0.3%55,5441.2%MedicalMAMastercard$9,804,602$9,804,602 ▲New Holding18,6201.2%Business ServicesVZVerizon Communications$9,547,920$9,547,920 ▲New Holding238,7581.1%Computer and TechnologyUNMUnum Group$9,515,489$5,812,733 ▲157.0%130,2961.1%FinanceQCOMQUALCOMM$9,090,533$7,301,645 ▲408.2%59,1761.1%Computer and TechnologyLLYEli Lilly and Company$8,982,465$8,982,465 ▲New Holding11,6351.1%MedicalSHELShell$8,909,879$8,909,879 ▲New Holding142,2171.0%Oils/EnergySPYSPDR S&P 500 ETF Trust$8,648,195$8,648,195 ▲New Holding14,7561.0%FinanceNEENextEra Energy$7,626,102$7,120,687 ▲1,408.9%106,3760.9%UtilitiesTFCTruist Financial$7,625,361$6,816,066 ▲842.2%175,7810.9%FinanceVRTVertiv$7,583,422$7,583,422 ▲New Holding66,7500.9%Computer and TechnologyPHParker-Hannifin$7,393,716$7,393,716 ▲New Holding11,6250.9%Industrial ProductsCOCA-COLA EUROPACIFIC$7,391,671$7,391,671 ▲New Holding96,2330.9%Common StockWHRWhirlpool$7,274,958$7,274,958 ▲New Holding63,5480.9%Consumer DiscretionaryBXBlackstone$7,219,523$7,219,523 ▲New Holding41,8720.9%FinanceBXSLBlackstone Secured Lending Fund$7,212,252$6,917,650 ▲2,348.1%223,2210.8%FinanceCMCSAComcast$7,189,072$7,189,072 ▲New Holding191,5550.8%Consumer DiscretionaryCFGCitizens Financial Group$7,036,077$7,036,077 ▲New Holding160,7880.8%FinanceAMGNAmgen$7,027,495$901,796 ▲14.7%26,9630.8%MedicalDLRDigital Realty Trust$6,729,215$6,729,215 ▲New Holding37,9480.8%FinanceCVXChevron$6,724,057$1,770,670 ▼-20.8%46,4240.8%Oils/EnergyADCAgree Realty$6,585,472$6,585,472 ▲New Holding93,4770.8%FinanceVIRTVirtu Financial$6,582,714$2,068,692 ▲45.8%184,4930.8%FinanceQQQInvesco QQQ$6,319,250$6,319,250 ▲New Holding12,3610.7%FinanceBROBrown & Brown$6,297,510$6,297,510 ▲New Holding61,7280.7%FinanceLAMRLamar Advertising$6,023,682$6,023,682 ▲New Holding49,4800.7%FinanceARISTA NETWORKS$5,610,953$5,610,953 ▲New Holding50,7640.7%Common StockELFe.l.f. Beauty$5,519,428$5,519,428 ▲New Holding43,9620.6%Consumer StaplesIBKRInteractive Brokers Group$5,502,895$5,502,895 ▲New Holding31,1480.6%FinanceUSMViShares MSCI USA Min Vol Factor ETF$5,475,870$5,475,870 ▲New Holding61,6720.6%ETFNLYAnnaly Capital Management$5,145,126$4,656,113 ▲952.1%281,1540.6%FinanceBKNGBooking$5,068,436$644,744,812 ▼-99.2%1,0200.6%Retail/WholesaleJPMJPMorgan Chase & Co.$5,016,985$5,016,985 ▲New Holding20,9290.6%FinanceBLACKROCK FDG$4,998,802$4,998,802 ▲New Holding4,8760.6%Common StockNFGNational Fuel Gas$4,943,185$4,943,185 ▲New Holding81,4630.6%Oils/EnergyCOSTCostco Wholesale$4,821,282$4,821,282 ▲New Holding5,2620.6%Retail/WholesaleVICIVICI Properties$4,803,481$4,803,481 ▲New Holding164,4460.6%FinanceHEIHEICO$4,768,452$481,196 ▼-9.2%20,0570.6%AerospaceIYYiShares Dow Jones U.S. ETF$4,605,709$4,605,709 ▲New Holding32,1870.5%ETFSTAGSTAG Industrial$4,561,775$4,561,775 ▲New Holding134,8840.5%FinanceBRK.BBerkshire Hathaway$4,419,201$4,419,201 ▲New Holding9,7490.5%FinanceAPAMArtisan Partners Asset Management$4,246,677$4,246,677 ▲New Holding98,6450.5%FinanceAMDAdvanced Micro Devices$4,232,519$4,232,519 ▲New Holding35,0400.5%Computer and TechnologyGSThe Goldman Sachs Group$4,212,189$4,212,189 ▲New Holding7,3560.5%FinanceTSLATesla$4,038,404$741,047 ▼-15.5%10,0000.5%Auto/Tires/TrucksNFLXNetflix$4,003,798$24,848,148 ▼-86.1%4,4920.5%Consumer DiscretionaryAXPAmerican Express$3,758,507$16,741,145 ▼-81.7%12,6640.4%FinancePFFiShares Preferred and Income Securities ETF$3,755,408$3,755,408 ▲New Holding119,4470.4%ETFCATCaterpillar$3,613,305$3,249,834 ▲894.1%9,9610.4%Industrial ProductsFTAIFTAI Aviation$3,518,068$3,518,068 ▲New Holding24,4240.4%AerospaceEMREmerson Electric$3,381,806$3,381,806 ▲New Holding27,2880.4%Industrial ProductsXLKTechnology Select Sector SPDR Fund$3,282,815$3,282,815 ▲New Holding14,1180.4%ETFDHRDanaher$2,714,915$2,714,915 ▲New Holding11,8270.3%Multi-Sector ConglomeratesPYPLPayPal$2,658,996$2,658,996 ▲New Holding31,1540.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$2,624,222$2,624,222 ▲New Holding33,6400.3%ETFJPCNuveen Preferred & Income Opportunities Fund$2,567,903$2,567,903 ▲New Holding326,7050.3%Financial ServicesVUGVanguard Growth ETF$2,554,184$2,554,184 ▲New Holding6,2230.3%ETFIYCiShares U.S. Consumer Discretionary ETF$2,316,296$2,316,296 ▲New Holding24,0930.3%ETFMUBiShares National Muni Bond ETF$2,163,548$2,163,548 ▲New Holding20,3050.3%ETFIYWiShares U.S. Technology ETF$2,105,764$2,105,764 ▲New Holding13,2010.2%ManufacturingVYMVanguard High Dividend Yield ETF$1,995,250$1,995,250 ▲New Holding15,6380.2%ETFXLEEnergy Select Sector SPDR Fund$1,873,311$1,873,311 ▲New Holding21,8690.2%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$1,863,524$1,863,524 ▲New Holding100,1360.2%ETFHYGHiShares Interest Rate Hedged High Yield Bond ETF$1,788,384$1,788,384 ▲New Holding20,7110.2%ETFIWFiShares Russell 1000 Growth ETF$1,760,897$1,760,897 ▲New Holding4,3850.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,699,054$1,699,054 ▲New Holding18,3780.2%ETFKBESPDR S&P Bank ETF$1,683,200$1,683,200 ▲New Holding30,3440.2%ETFGE VERNOVA$1,677,540$1,677,540 ▲New Holding5,1000.2%Common StockIMCGiShares Morningstar Mid-Cap Growth ETF$1,677,151$1,677,151 ▲New Holding22,2050.2%ETFNEANuveen AMT-Free Quality Municipal Income Fund$1,652,962$1,652,962 ▲New Holding146,5390.2%Financial ServicesITAiShares U.S. Aerospace & Defense ETF$1,593,727$1,593,727 ▲New Holding10,9650.2%ETFXLIIndustrial Select Sector SPDR Fund$1,586,138$1,586,138 ▲New Holding12,0380.2%ETFXLUUtilities Select Sector SPDR Fund$1,583,695$1,583,695 ▲New Holding20,9240.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,558,994$1,558,994 ▲New Holding12,1210.2%ETFNADNuveen Quality Municipal Income Fund$1,555,808$1,555,808 ▲New Holding133,4310.2%Financial ServicesPGXInvesco Preferred ETF$1,547,937$1,547,937 ▲New Holding134,2530.2%ETFSOXXiShares Semiconductor ETF$1,526,791$1,526,791 ▲New Holding7,0850.2%ETFNUVNuveen Municipal Value Fund$1,490,169$1,490,169 ▲New Holding173,4770.2%FinanceXBISPDR S&P Biotech ETF$1,473,283$1,473,283 ▲New Holding16,3590.2%ETFITBiShares U.S. Home Construction ETF$1,361,394$1,361,394 ▲New Holding13,1680.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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