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CIK: 0001686242
Total reported value
$1.3B
$1.3B
109 檔
5.1%
At the close of Q1 2024, Ibex Wealth Advisors disclosed equity holdings valued at approximately $1.3B, spread across 109 reported holdings.
During Q1 2024, Ibex Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, OKE) accounted for 5.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.09% | -0.36% | +88615.49% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.85% | -0.11% | +93244.44% | |
| 3 | OKE | Oneok Inc | Stock-Energy | 3.35% | -0.29% | +110020.47% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 3.13% | -0.34% | +153183.33% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.04% | -0.30% | +93535.37% | |
| 6 | WMB | Williams Cos Inc | Stock-Energy | 2.89% | -0.33% | +102609.81% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.74% | +0.04% | +100222.22% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.60% | +0.63% | +180930.00% | |
| 9 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.55% | — | — | |
| 10 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.35% | — | +129856.76% | |
| 11 | HRB | H&r Block Inc | Stock-Consumer Disc | 2.33% | — | +108244.70% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 2.32% | -0.01% | +123207.23% | |
| 13 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.27% | -0.42% | +106311.00% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 2.22% | -0.43% | +103138.78% | |
| 15 | SHEL | Shell Plc-adr | Stock-Energy | 2.14% | -0.39% | +102526.67% | |
| 16 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.13% | — | +205245.45% | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 2.00% | -0.24% | — | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.88% | — | +199600.00% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.88% | -0.04% | +92666.67% | |
| 20 | PRU | Prudential Financial Inc | Stock-Financials | 1.77% | — | +1092300.00% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 1.75% | -0.53% | +102279.17% | |
| 22 | T | At&t Inc | Stock-Comm Services | 1.74% | -0.61% | +62502.69% | |
| 23 | TGT | Target CORP | Stock-Consumer Disc | 1.73% | — | — | |
| 24 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.64% | — | — | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 1.61% | — | +105713.73% | |
| 26 | NDAQ | Nasdaq Inc | Stock-Financials | 1.57% | — | — | |
| 27 | DVN | Devon Energy CORP | Stock-Energy | 1.54% | — | — | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.52% | -0.04% | +103817.46% | |
| 29 | VICI | Vici Properties Inc | Stock-Real Estate | 1.33% | — | +114110.53% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 1.32% | — | +141453.85% | |
| 31 | PLD | Prologis Inc | Stock-Real Estate | 1.31% | — | +121957.14% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 1.23% | -0.01% | +99953.85% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.10% | +91994.55% | |
| 34 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 1.13% | — | — | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 1.08% | -0.59% | +69143.90% | |
| 36 | UNM | Unum Group | Stock-Financials | 1.05% | — | +83568.14% | |
| 37 | CCI | Crown Castle Inc | Stock-Real Estate | 0.98% | — | — | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.94% | -0.85% | +95888.46% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.94% | — | +67947.37% | |
| 40 | EOG | Eog Resources Inc | Stock-Energy | 0.92% | — | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.44% | +606760.00% | |
| 42 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.86% | — | +110625.84% | |
| 43 | ON | On Semiconductor | Stock-Tech | 0.82% | +0.01% | +967680.00% | |
| 44 | O | Realty Income CORP | Stock-Real Estate | 0.78% | — | — | |
| 45 | ADC | Agree Realty CORP | Stock-Real Estate | 0.77% | -0.09% | +58210.14% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.76% | — | +83010.00% | |
| 47 | CNQ | Canadian Natural Resources | Stock-Energy | 0.74% | — | +705885.71% | |
| 48 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.72% | — | +101953.85% | |
| 49 | DOCUSD | Physicians Realty Trust | Stock-Other | 0.69% | — | — | |
| 50 | GFS | GLOBALFOUNDRIES Inc. | Stock-Tech | 0.69% | — | — |
According to official SEC Form 13F filings, Ibex Wealth Advisors reported a total U.S. public equity portfolio value of $1.3B across 109 disclosed positions in Q1 2024.
During Q1 2024, Ibex Wealth Advisors's top holdings by market value included MSFT (4.1%)、AAPL (3.9%)、OKE (3.4%). The largest single position, MSFT, represented 4.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Ibex Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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