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CIK: 0001686242
Total reported value
$1.3B
$1.3B
193 檔
19.1%
During the Q2 2025 filing period, Ibex Wealth Advisors (CIK: 0001686242) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 193 reported positions.
During Q2 2025, Ibex Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.52% | -0.30% | +3.33% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.98% | +0.04% | +11.46% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.68% | -0.36% | +1.33% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.43% | -0.81% | +26.68% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.43% | -0.11% | -18.69% | |
| 6 | WMB | Williams Cos Inc | Stock-Energy | 2.32% | -0.33% | +1.91% | |
| 7 | IBM | Intl Business Machines CORP | Stock-Tech | 2.01% | -0.59% | -7.22% | |
| 8 | JXN | Jackson Financial Inc-a | Stock-Financials | 1.85% | -0.35% | +2.70% | |
| 9 | T | At&t Inc | Stock-Comm Services | 1.83% | -0.61% | +6.64% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | -0.05% | -13.28% | |
| 11 | APP | Applovin Corp-class A | Stock-Tech | 1.68% | +0.16% | +2.08% | |
| 12 | OKE | Oneok Inc | Stock-Energy | 1.58% | -0.29% | +2.91% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | -0.14% | +12.30% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.44% | -0.85% | +0.68% | |
| 15 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.44% | -0.42% | +33.91% | |
| 16 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.39% | -0.29% | +13.13% | |
| 17 | MA | Mastercard Inc - A | Stock-Financials | 1.31% | -0.01% | +4.02% | |
| 18 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.29% | +0.31% | +27.29% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | -0.04% | -26.57% | |
| 20 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.26% | -0.33% | +4.19% | |
| 21 | HRB | H&r Block Inc | Stock-Consumer Disc | 1.18% | — | +3.30% | |
| 22 | UNM | Unum Group | Stock-Financials | 1.18% | — | +3.68% | |
| 23 | COF | Capital One Financial CORP | Stock-Financials | 1.17% | -0.61% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.16% | -0.43% | +2.83% | |
| 25 | SHEL | Shell Plc-adr | Stock-Energy | 1.14% | -0.39% | +4.03% | |
| 26 | OWL | Blue Owl Capital Inc | Stock-Financials | 1.10% | — | +2.89% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.10% | -14.29% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.46% | +1.95% | |
| 29 | CME | Cme Group Inc | Stock-Financials | 1.04% | -0.34% | +59.09% | |
| 30 | KO | The Coca-Cola Company | Stock-Consumer Staples | 1.00% | — | +4.70% | |
| 31 | VIRT | Virtu Financial Inc-class A | Stock-Financials | 0.92% | — | +3.58% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.85% | -0.53% | +2.60% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.85% | -0.09% | +37.29% | |
| 34 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.84% | +0.12% | +309.05% | |
| 35 | TFC | Truist Financial CORP | Stock-Financials | 0.83% | -0.05% | +2.13% | |
| 36 | BRO | Brown & Brown Inc | Stock-Financials | 0.80% | — | -0.97% | |
| 37 | UBER | Uber Technologies Inc | Stock-Industrials | 0.79% | — | +12.73% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.77% | -0.09% | — | |
| 39 | ADC | Agree Realty CORP | Stock-Real Estate | 0.77% | -0.09% | +5.98% | |
| 40 | NFG | National Fuel Gas Co | Stock-Energy | 0.77% | -0.23% | +3.89% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.34% | +5.79% | |
| 42 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.77% | — | +3.86% | |
| 43 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.77% | — | +7.01% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.07% | +1.01% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.76% | — | +6.08% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | -0.12% | +29.11% | |
| 47 | SMG | Scotts Miracle-gro Co | Stock-Materials | 0.74% | — | — | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.74% | -0.06% | +8.68% | |
| 49 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.74% | -0.04% | — | |
| 50 | ANET | Arista Networks Inc | Stock-Tech | 0.71% | +0.17% | +11.77% |
According to official SEC Form 13F filings, Ibex Wealth Advisors reported a total U.S. public equity portfolio value of $1.3B across 193 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, MSFT) accounted for 19.1% of total reported equity market value during Q2 2025.
During Q2 2025, Ibex Wealth Advisors's top holdings by market value included NVDA (11.5%)、AVGO (5.0%)、MSFT (3.7%). The largest single position, NVDA, represented 11.5% of total portfolio value.
In Q2 2025, 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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