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CIK: 0001686242
Total reported value
$1.3B
$1.3B
122 檔
13.6%
As reported in its official Q1 2025 Form 13F filing, Ibex Wealth Advisors's tracked investment portfolio stood at $1.3B with 122 total positions.
Ibex Wealth Advisors executed strategic sector rebalancing during Q1 2025, establishing 66 new positions while fully exiting 86 holdings and trimming 23 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 13.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.48% | -0.30% | -9.51% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.01% | -0.11% | +7.26% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.36% | -10.98% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.36% | +0.04% | -10.76% | |
| 5 | WMB | Williams Cos Inc | Stock-Energy | 2.69% | -0.33% | +0.88% | |
| 6 | OKE | Oneok Inc | Stock-Energy | 2.31% | -0.29% | -1.96% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 2.27% | -0.59% | +7.44% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.19% | -0.05% | -0.43% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.12% | -0.04% | +7.80% | |
| 10 | JXN | Jackson Financial Inc-a | Stock-Financials | 2.11% | -0.35% | -2.67% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.08% | -0.81% | +5.04% | |
| 12 | T | At&t Inc | Stock-Comm Services | 2.08% | -0.61% | +0.90% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.57% | -0.43% | +2.29% | |
| 14 | APP | Applovin Corp-class A | Stock-Tech | 1.55% | +0.16% | +4.32% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 1.52% | -0.01% | +12.91% | |
| 16 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.52% | -0.29% | +8.92% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.47% | -0.85% | +5.75% | |
| 18 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.45% | -0.33% | +0.85% | |
| 19 | UNM | Unum Group | Stock-Financials | 1.42% | — | +1.03% | |
| 20 | HRB | H&r Block Inc | Stock-Consumer Disc | 1.42% | — | +0.66% | |
| 21 | SHEL | Shell Plc-adr | Stock-Energy | 1.41% | -0.39% | +2.41% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.39% | -0.42% | -2.77% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.10% | +4.60% | |
| 24 | OWL | Blue Owl Capital Inc | Stock-Financials | 1.38% | — | +0.86% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.35% | +0.46% | +6.10% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.14% | -22.49% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 1.23% | — | +2.44% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 1.15% | -0.53% | +3.23% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.14% | -0.04% | — | |
| 30 | BRO | Brown & Brown Inc | Stock-Financials | 1.12% | — | +10.30% | |
| 31 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.11% | — | +0.17% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 1.05% | -0.34% | +2.62% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 1.00% | -0.01% | -0.13% | |
| 34 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.97% | — | +1.21% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 0.96% | -0.05% | +0.56% | |
| 36 | ADC | Agree Realty CORP | Stock-Real Estate | 0.96% | -0.09% | +0.13% | |
| 37 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 0.94% | — | +1.24% | |
| 38 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.89% | — | — | |
| 39 | CFG | Citizens Financial Group | Stock-Financials | 0.87% | +0.02% | NEW | |
| 40 | NFG | National Fuel Gas Co | Stock-Energy | 0.86% | -0.23% | +0.89% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.46% | +20.88% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.07% | +4.45% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.80% | -0.01% | +16.01% | |
| 44 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.80% | -0.11% | +5.44% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.79% | -0.06% | +1.93% | |
| 46 | CME | Cme Group Inc | Stock-Financials | 0.78% | -0.34% | — | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.77% | -0.09% | +0.16% | |
| 48 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.76% | +0.12% | +11.22% | |
| 49 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.73% | — | +1.77% | |
| 50 | VICI | Vici Properties Inc | Stock-Real Estate | 0.72% | — | +1.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.9% | -9.51% | Add |
| 2 | AVGO | Broadcom Inc | +2.1% | -10.76% | Add |
| 3 | OKE | Oneok Inc | +1.1% | -1.96% | Add |
| 4 | AAPL | Apple Inc | +1% | +7.26% | Add |
| 5 | ABBV | Abbvie Inc | +0.7% | +2.29% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +16.01% | Add |
| 7 | T | At&t Inc | +0.7% | +0.90% | Add |
| 8 | AMZN | Amazon.com Inc | +0.6% | -0.43% | Add |
| 9 | MA | Mastercard Inc - A | +0.5% | +12.91% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.5% | +20.88% | Add |
| 11 | V | Visa Inc-class A Shares | +0.5% | +7.80% | Add |
| 12 | ADC | Agree Realty CORP | +0.5% | +0.13% | Add |
| 13 | UNM | Unum Group | +0.4% | +1.03% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +4.45% | Add |
| 15 | AMGN | Amgen Inc | +0.2% | +3.23% | Add |
| 16 | PGR | Progressive CORP | +0.2% | — | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.60% | Add |
| 18 | VICI | Vici Properties Inc | +0.1% | +1.43% | Add |
| 19 | XLK | Ss Technology Select Sector | +0.1% | -6.58% | Add |
| 20 | XLE | Ss Energy Select Sector | 0% | +1.06% | Trim |
| 21 | IYC | Ishares US Consumer Discreti | 0% | -56.37% | Add |
| 22 | TSLA | Tesla Inc | 0% | -16.98% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -40.33% | Add |
| 24 | IYW | Ishares Ustechnology ETF | 0% | -3.30% | Trim |
| 25 | DLR | Digital Realty Trust Inc | -0.1% | +1.77% | Add |
| 26 | TFC | Truist Financial CORP | -0.1% | +0.56% | Add |
| 27 | NVG | Nuveen Amt-fr Muni Crdt | -0.2% | +21.91% | Trim |
| 28 | NUV | Nuveen Municipal Value | -0.2% | +3.69% | Trim |
| 29 | VKQ | Invesco Municipal Trust | -0.2% | +7.71% | Trim |
| 30 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | +0.16% | Trim |
| 31 | XLI | Ss Industrial Select Sector | -0.3% | -4.51% | Trim |
| 32 | MUB | Ishares National Muni Bond E | -0.3% | -49.40% | Trim |
| 33 | NEE | Nextera Energy Inc | -0.3% | -0.13% | Add |
| 34 | BBN | Blackrock Taxable Muni Bnd | -0.3% | -7.76% | Trim |
| 35 | VYM | Vanguard High Dvd Yield ETF | -0.3% | -6.34% | Trim |
| 36 | QCOM | Qualcomm Inc | -0.4% | +2.44% | Add |
| 37 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | — | Trim |
| 38 | PGX | Invesco Preferred ETF | -0.5% | -4.20% | Trim |
| 39 | NAD | Nuveen Quality Municipal Inc | -0.5% | +5.86% | Trim |
| 40 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | -0.5% | +8.88% | Trim |
| 41 | PFF | Ishares Preferred & Income S | -0.6% | -12.99% | Trim |
| 42 | PREF | Pri Spe Pre Sec Acti-usd Inc | -0.6% | -6.66% | Trim |
| 43 | BTZ | Blackrock Credit Allocation | -0.6% | -3.15% | Trim |
| 44 | FBND | Fidelity Total Bond ETF | -0.7% | -4.14% | Trim |
| 45 | MSFT | Microsoft CORP | -0.7% | -10.98% | Trim |
| 46 | BHK | Blackrock Core Bond Trust | -0.7% | -1.44% | Trim |
| 47 | VZ | Verizon Communications Inc | -0.9% | -2.77% | Add |
| 48 | JPC | Nuveen Prefered & Income Opp | -0.9% | -4.32% | Trim |
| 49 | WMB | Williams Cos Inc | — | NEW | New buy |
| 50 | IBM | Intl Business Machines CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Ibex Wealth Advisors reported a total U.S. public equity portfolio value of $1.3B across 122 disclosed positions in Q1 2025.
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.
Top New Position Initiated
WMB
市值: $20.3M
Top Position Liquidated / Trimmed
TGT
前期市值: $12.6M
During Q1 2025, Ibex Wealth Advisors's top holdings by market value included NVDA (9.5%)、AAPL (4.0%)、MSFT (3.4%). The largest single position, NVDA, represented 9.5% of total portfolio value.
In Q1 2025, Ibex Wealth Advisors made 200 total portfolio adjustments, initiating 66 new buys, adding to 25 positions, trimming 23 holdings, and fully liquidating 86 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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