Ibex Wealth Advisors Top Holdings and 13F Report (2025) About Ibex Wealth AdvisorsInvestment ActivityIbex Wealth Advisors has $756.07 million in total holdings as of March 31, 2025.Ibex Wealth Advisors owns shares of 122 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 11.45% of the portfolio was purchased this quarter.About 19.28% of the portfolio was sold this quarter.This quarter, Ibex Wealth Advisors has purchased 204 new stocks and bought additional shares in 64 stocks.Ibex Wealth Advisors sold shares of 34 stocks and completely divested from 99 stocks this quarter.Largest Holdings NVIDIA $71,673,533Apple $30,346,932Microsoft $25,718,105Broadcom $25,427,456Williams Companies $20,335,512 Largest New Holdings this Quarter 464287465 - iShares MSCI EAFE ETF $8,584,596 Holding59522J103 - Mid-America Apartment Communities $6,731,362 Holding12572Q105 - CME Group $5,924,473 Holding90353T100 - Uber Technologies $5,100,292 Holding42250P103 - Healthpeak Properties $5,055,832 Holding Largest Purchases this Quarter iShares MSCI EAFE ETF 105,036 shares (about $8.58M)Mid-America Apartment Communities 40,168 shares (about $6.73M)CME Group 22,332 shares (about $5.92M)Uber Technologies 70,001 shares (about $5.10M)Healthpeak Properties 250,041 shares (about $5.06M) Largest Sales this Quarter NVIDIA 69,514 shares (about $7.53M)SPDR S&P 500 ETF Trust 5,951 shares (about $3.33M)Microsoft 8,453 shares (about $3.17M)Broadcom 18,308 shares (about $3.07M)Parker-Hannifin 4,997 shares (about $3.04M) 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$71,673,533$7,533,927 ▼-9.5%661,3179.5%Computer and TechnologyAAPLApple$30,346,932$2,054,701 ▲7.3%136,6184.0%Computer and TechnologyMSFTMicrosoft$25,718,105$3,173,142 ▼-11.0%68,5113.4%Computer and TechnologyAVGOBroadcom$25,427,456$3,065,312 ▼-10.8%151,8693.4%Computer and TechnologyWMBWilliams Companies$20,335,512$176,531 ▲0.9%340,2872.7%EnergyOKEONEOK$17,454,234$348,460 ▼-2.0%175,9152.3%EnergyIBMInternational Business Machines$17,151,173$1,187,358 ▲7.4%68,9742.3%Computer and TechnologyAMZNAmazon.com$16,536,265$70,777 ▼-0.4%86,9142.2%Retail/WholesaleVVisa$16,009,017$1,158,972 ▲7.8%45,6802.1%Business ServicesJXNJackson Financial$15,971,183$438,003 ▼-2.7%190,6322.1%FinancePALANTIR TECHNOLOGIES$15,727,010$754,367 ▲5.0%186,3392.1%Common StockTAT&T$15,718,087$140,834 ▲0.9%555,8022.1%Computer and TechnologyABBVAbbVie$11,904,134$266,510 ▲2.3%56,8161.6%MedicalAPPLOVIN CORP$11,681,727$483,305 ▲4.3%44,0871.5%Common StockMAMastercard$11,523,686$1,317,682 ▲12.9%21,0241.5%Business ServicesTBILUS Treasury 3 Month Bill ETF$11,494,406$941,039 ▲8.9%229,8421.5%ETFPANWPalo Alto Networks$11,151,978$606,112 ▲5.7%65,3541.5%Computer and TechnologyKMIKinder Morgan$10,962,833$92,466 ▲0.9%384,2571.4%EnergyUNMUnum Group$10,723,461$109,564 ▲1.0%131,6411.4%FinanceHRBH&R Block$10,701,310$70,285 ▲0.7%194,8881.4%Consumer DiscretionarySHELShell$10,673,199$251,569 ▲2.4%145,6501.4%EnergyVZVerizon Communications$10,530,301$299,738 ▼-2.8%232,1501.4%Computer and TechnologyGOOGLAlphabet$10,457,143$459,741 ▲4.6%67,6231.4%Computer and TechnologyOWLBlue Owl Capital$10,440,219$89,138 ▲0.9%520,9691.4%FinanceLLYEli Lilly and Company$10,195,525$586,377 ▲6.1%12,3451.3%MedicalMETAMeta Platforms$9,673,663$2,807,460 ▼-22.5%16,7841.3%Computer and TechnologyQCOMQUALCOMM$9,311,459$221,504 ▲2.4%60,6181.2%Computer and TechnologyAMGNAmgen$8,671,874$271,668 ▲3.2%27,8351.1%MedicalEFAiShares MSCI EAFE ETF$8,584,596$8,584,596 ▲New Holding105,0361.1%FinanceBROBrown & Brown$8,470,008$791,058 ▲10.3%68,0871.1%FinanceCOCA-COLA EUROPACIFIC$8,389,344$14,186 ▲0.2%96,3961.1%Common StockCVXChevron$7,969,674$203,424 ▲2.6%47,6401.1%EnergyNEENextEra Energy$7,531,389$9,570 ▼-0.1%106,2411.0%UtilitiesBXSLBlackstone Secured Lending Fund$7,310,757$87,339 ▲1.2%225,9201.0%FinanceTFCTruist Financial$7,273,743$40,368 ▲0.6%176,7621.0%FinanceADCAgree Realty$7,225,230$9,726 ▲0.1%93,6031.0%FinanceVIRTVirtu Financial$7,120,137$87,257 ▲1.2%186,7820.9%FinanceMAAMid-America Apartment Communities$6,731,362$6,731,362 ▲New Holding40,1680.9%FinanceCFGCitizens Financial Group$6,613,506$26,016 ▲0.4%161,4230.9%FinanceNFGNational Fuel Gas$6,508,206$57,175 ▲0.9%82,1850.9%EnergyJPMJPMorgan Chase & Co.$6,205,804$1,071,954 ▲20.9%25,2990.8%FinanceQQQInvesco QQQ$6,054,216$257,906 ▲4.4%12,9110.8%FinanceBRK.BBerkshire Hathaway$6,023,367$831,342 ▲16.0%11,3100.8%FinanceNLYAnnaly Capital Management$6,020,631$310,397 ▲5.4%296,4370.8%FinanceBXBlackstone$5,965,675$112,803 ▲1.9%42,6790.8%FinanceCMECME Group$5,924,473$5,924,473 ▲New Holding22,3320.8%FinanceUSMViShares MSCI USA Min Vol Factor ETF$5,785,461$9,272 ▲0.2%61,7710.8%ETFIBKRInteractive Brokers Group$5,736,503$578,734 ▲11.2%34,6430.8%FinanceDLRDigital Realty Trust$5,533,738$96,148 ▲1.8%38,6190.7%FinanceVICIVICI Properties$5,441,049$76,820 ▲1.4%166,8010.7%FinanceLAMRLamar Advertising$5,363,971$265,906 ▼-4.7%47,1430.7%FinanceVRTVertiv$5,323,926$504,603 ▲10.5%73,7390.7%Computer and TechnologyCOSTCostco Wholesale$5,259,282$282,777 ▲5.7%5,5610.7%Retail/WholesaleUBERUber Technologies$5,100,292$5,100,292 ▲New Holding70,0010.7%Computer and TechnologyPEAKHealthpeak Properties$5,055,832$5,055,832 ▲New Holding250,0410.7%FinanceSPYSPDR S&P 500 ETF Trust$4,925,533$3,329,000 ▼-40.3%8,8050.7%FinanceBLACKROCK FDG$4,811,540$196,853 ▲4.3%5,0840.6%Common StockNFLXNetflix$4,679,446$490,512 ▲11.7%5,0180.6%Consumer DiscretionaryAXPAmerican Express$4,530,068$1,122,764 ▲33.0%16,8370.6%FinanceARISTA NETWORKS$4,501,046$567,851 ▲14.4%58,0930.6%Common StockNEMNewmont$4,323,098$4,323,098 ▲New Holding89,5420.6%Basic MaterialsLYBLyondellBasell Industries$4,219,492$4,219,492 ▲New Holding59,9360.6%Basic MaterialsAXSAXIS Capital$4,114,852$4,114,852 ▲New Holding41,0500.5%FinancePHParker-Hannifin$4,028,730$3,037,351 ▼-43.0%6,6280.5%IndustrialsTSMTaiwan Semiconductor Manufacturing$3,876,266$3,876,266 ▲New Holding23,3510.5%Computer and TechnologyBARGraniteShares Gold Trust$3,687,333$3,687,333 ▲New Holding119,5630.5%FinancePGRProgressive$3,532,713$3,532,713 ▲New Holding12,4830.5%FinanceEMREmerson Electric$3,368,471$376,614 ▲12.6%30,7230.4%IndustrialsPFFiShares Preferred and Income Securities ETF$3,193,678$476,930 ▼-13.0%103,9270.4%ETFXLKTechnology Select Sector SPDR Fund$2,723,209$191,816 ▼-6.6%13,1890.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$2,676,861$21,314 ▲0.8%33,9100.4%ETFJPCNuveen Preferred & Income Opportunities Fund$2,488,352$112,220 ▼-4.3%312,6070.3%Financial ServicesVUGVanguard Growth ETF$2,172,076$135,338 ▼-5.9%5,8580.3%ETFTSLATesla$2,151,545$440,053 ▼-17.0%8,3020.3%Auto/Tires/TrucksGXCSPDR S&P China ETF$2,077,158$2,077,158 ▲New Holding24,1530.3%ETFXLEEnergy Select Sector SPDR Fund$2,065,284$21,587 ▲1.1%22,1000.3%ETFCQQQInvesco China Technology ETF$1,994,036$1,994,036 ▲New Holding45,0020.3%ETFVYMVanguard High Dividend Yield ETF$1,888,809$127,795 ▼-6.3%14,6470.2%ETFIYWiShares U.S. Technology ETF$1,792,649$61,230 ▼-3.3%12,7650.2%ManufacturingNEANuveen AMT-Free Quality Municipal Income Fund$1,786,937$145,701 ▲8.9%159,5480.2%Financial ServicesXLFFinancial Select Sector SPDR Fund$1,785,845$1,785,845 ▲New Holding35,8530.2%ETFIGViShares Expanded Tech-Software Sector ETF$1,782,035$1,519,780 ▲579.5%20,0250.2%ETFHYGHiShares Interest Rate Hedged High Yield Bond ETF$1,774,606$10,053 ▲0.6%20,8290.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,766,353$13,638 ▲0.8%18,5210.2%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$1,747,784$124,767 ▼-6.7%93,4640.2%ETFNADNuveen Quality Municipal Income Fund$1,627,211$90,086 ▲5.9%141,2510.2%Financial ServicesNUVNuveen Municipal Value Fund$1,577,600$56,207 ▲3.7%179,8860.2%FinanceKBESPDR S&P Bank ETF$1,535,624$71,390 ▼-4.4%28,9960.2%ETFXLIIndustrial Select Sector SPDR Fund$1,506,611$71,169 ▼-4.5%11,4950.2%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$1,459,191$126,933 ▼-8.0%20,4280.2%ETFPGXInvesco Preferred ETF$1,443,086$63,236 ▼-4.2%128,6170.2%ETFJETSU.S. Global Jets ETF$1,409,827$1,409,827 ▲New Holding67,8780.2%ETFRPGInvesco S&P 500 Pure Growth ETF$1,363,659$1,363,659 ▲New Holding35,6510.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,345,847$132,986 ▼-9.0%11,0310.2%ETFLAM RESEARCH$1,236,921$436 ▲0.0%17,0140.2%Common StockAFLAflac$1,235,357$43,254 ▲3.6%11,1100.2%FinanceBTZBlackRock Credit Allocation Income Trust$1,217,319$39,567 ▼-3.1%113,5560.2%Financial ServicesFBNDFidelity Total Bond ETF$1,179,616$50,901 ▼-4.1%25,8400.2%ETFBHKBlackRock Core Bond Trust$1,134,770$16,622 ▼-1.4%104,5870.2%Financial ServicesMUBiShares National Muni Bond ETF$1,083,271$1,057,650 ▼-49.4%10,2740.1%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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