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CIK: 0001686242
Total reported value
$1.3B
$1.3B
314 檔
15.9%
According to the latest 13F quarterly dataset, Ibex Wealth Advisors managed an equity portfolio of $1.3B at the end of Q2 2024, spanning 314 distinct U.S. exchange-listed positions.
During Q2 2024, Ibex Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 314 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 15.15% | -0.30% | +923.55% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.29% | +0.04% | +17.00% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.19% | -0.36% | +18.20% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.55% | -0.11% | -1.18% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | -0.05% | +341.47% | |
| 6 | OKE | Oneok Inc | Stock-Energy | 2.19% | -0.29% | -8.67% | |
| 7 | JXN | Jackson Financial Inc-a | Stock-Financials | 2.18% | -0.35% | — | |
| 8 | WMB | Williams Cos Inc | Stock-Energy | 2.13% | -0.33% | -0.92% | |
| 9 | QCOM | Qualcomm Inc | Stock-Tech | 1.87% | — | +11.23% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.78% | +0.10% | +23.90% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.67% | -0.04% | +21.93% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.67% | +0.46% | +84.71% | |
| 13 | HRB | H&r Block Inc | Stock-Consumer Disc | 1.60% | — | -19.77% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.14% | — | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.58% | -0.85% | +19.61% | |
| 16 | SHEL | Shell Plc-adr | Stock-Energy | 1.54% | -0.39% | -1.06% | |
| 17 | T | At&t Inc | Stock-Comm Services | 1.49% | -0.61% | +42.64% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.46% | -0.42% | +6.57% | |
| 19 | ELF | Elf Beauty Inc | Stock-Consumer Staples | 1.42% | — | — | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.41% | -0.43% | +3.89% | |
| 21 | OWL | Blue Owl Capital Inc | Stock-Financials | 1.34% | — | — | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.26% | -0.53% | +4.85% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.15% | -0.01% | +28.92% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.14% | -0.59% | +49.26% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.10% | -0.11% | — | |
| 26 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.08% | -0.33% | +910.18% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 1.05% | -0.01% | -7.31% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.04% | -0.34% | -33.80% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 1.02% | +0.01% | — | |
| 30 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.00% | — | — | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.00% | — | -19.41% | |
| 32 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.95% | — | — | |
| 33 | UNM | Unum Group | Stock-Financials | 0.95% | — | +25.53% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.01% | +853.35% | |
| 35 | PH | Parker Hannifin CORP | Stock-Industrials | 0.86% | — | — | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.85% | +0.45% | — | |
| 37 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.84% | +0.31% | — | |
| 38 | ADC | Agree Realty CORP | Stock-Real Estate | 0.80% | -0.09% | +105.26% | |
| 39 | BRO | Brown & Brown Inc | Stock-Financials | 0.78% | — | — | |
| 40 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.75% | — | +19.35% | |
| 41 | CTRA | Coterra Energy Inc | Stock-Energy | 0.74% | — | — | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.73% | -0.06% | — | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.02% | +272.24% | |
| 44 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.71% | +0.06% | — | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.70% | -0.05% | — | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.66% | -0.81% | — | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.65% | — | — | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.65% | — | — | |
| 49 | GE | General Electric | Stock-Industrials | 0.63% | +0.42% | +14.83% | |
| 50 | STAG | Stag Industrial Inc | Stock-Real Estate | 0.62% | — | +12.16% |
According to official SEC Form 13F filings, Ibex Wealth Advisors reported a total U.S. public equity portfolio value of $1.3B across 314 disclosed positions in Q2 2024.
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 terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, MSFT) accounted for 15.9% of total reported equity market value during Q2 2024.
During Q2 2024, Ibex Wealth Advisors's top holdings by market value included NVDA (15.2%)、AVGO (5.3%)、MSFT (5.2%). The largest single position, NVDA, represented 15.2% of total portfolio value.
In Q2 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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