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CIK: 0001686242
Total reported value
$1.3B
$1.3B
123 檔
22.7%
In Q4 2025, Ibex Wealth Advisors's U.S. equity holdings reached a combined market value of $1.3B, distributed across 123 disclosed stock positions.
In Q4 2025, Ibex Wealth Advisors adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 89 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, MSFT) accounted for 22.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.47% | -0.30% | -0.71% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.70% | +0.04% | -1.83% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.85% | -0.36% | +16.19% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.30% | -0.81% | -19.89% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.02% | -0.11% | +0.64% | |
| 6 | APP | Applovin Corp-class A | Stock-Tech | 2.97% | +0.16% | -1.55% | |
| 7 | JXN | Jackson Financial Inc-a | Stock-Financials | 2.05% | -0.35% | -0.04% | |
| 8 | WMB | Williams Cos Inc | Stock-Energy | 2.04% | -0.33% | -0.69% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.94% | +0.10% | +8.50% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.78% | -0.05% | -18.99% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.60% | -0.29% | +11.35% | |
| 12 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.55% | +0.31% | +1.84% | |
| 13 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.46% | -0.33% | +33.63% | |
| 14 | COF | Capital One Financial CORP | Stock-Financials | 1.44% | -0.61% | +8.61% | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 1.41% | +4.15% | +5.17% | |
| 16 | NLY | Annaly Capital Management In | Stock-Real Estate | 1.37% | -0.11% | +91.80% | |
| 17 | T | At&t Inc | Stock-Comm Services | 1.34% | -0.61% | -8.36% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.33% | -0.43% | +0.77% | |
| 19 | OKE | Oneok Inc | Stock-Energy | 1.30% | -0.29% | -0.90% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.24% | -0.85% | +2.79% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.23% | -0.59% | +77.92% | |
| 22 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.21% | -0.42% | -0.53% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.21% | -0.04% | +2.17% | |
| 24 | SHEL | Shell Plc-adr | Stock-Energy | 1.10% | -0.39% | +0.55% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.14% | -20.01% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.99% | +0.25% | +7.42% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | -0.09% | +1.75% | |
| 28 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.97% | +0.12% | +5.56% | |
| 29 | UNM | Unum Group | Stock-Financials | 0.95% | — | -0.79% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | -0.53% | +0.33% | |
| 31 | ANET | Arista Networks Inc | Stock-Tech | 0.91% | +0.17% | +5.05% | |
| 32 | TFC | Truist Financial CORP | Stock-Financials | 0.88% | -0.05% | +0.16% | |
| 33 | CME | Cme Group Inc | Stock-Financials | 0.87% | -0.34% | -2.03% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.83% | -0.24% | — | |
| 35 | CTRE | Caretrust Reit Inc | Stock-Real Estate | 0.83% | -0.04% | +1.51% | |
| 36 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.82% | -0.04% | +390.09% | |
| 37 | GE | General Electric | Stock-Industrials | 0.80% | +0.42% | +2.90% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.80% | +0.07% | +0.81% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.01% | -34.53% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.78% | -0.34% | +2.86% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.46% | +184.45% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | -0.12% | +9.83% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.77% | -0.09% | -1.43% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.46% | +7.15% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.63% | +3.04% | |
| 46 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.74% | +0.01% | +7.79% | |
| 47 | VICI | Vici Properties Inc | Stock-Real Estate | 0.73% | — | +46.07% | |
| 48 | AXP | American Express Co | Stock-Financials | 0.73% | -0.10% | EXIT | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.72% | -0.06% | +1.38% | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.70% | — | +5.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NLY | Annaly Capital Management In | +0.7% | +91.80% | Add |
| 2 | GILD | Gilead Sciences Inc | +0.7% | +390.09% | Add |
| 3 | MU | Micron Technology Inc | +0.6% | +5.17% | Add |
| 4 | WFC | Wells Fargo & Co | +0.6% | +1728.25% | Add |
| 5 | IBM | Intl Business Machines CORP | +0.6% | +77.92% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.6% | +8.50% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.5% | +184.45% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +16.19% | Add |
| 9 | KMI | Kinder Morgan, Inc. | +0.4% | +33.63% | Add |
| 10 | COF | Capital One Financial CORP | +0.3% | +8.61% | Add |
| 11 | AVGO | Broadcom Inc | +0.3% | -1.83% | Trim |
| 12 | AAPL | Apple Inc | +0.3% | +0.64% | Add |
| 13 | LLY | Eli Lilly & Co | +0.3% | +7.15% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.2% | +1.75% | Add |
| 15 | KIM | Kimco Realty CORP | +0.2% | +50.48% | Add |
| 16 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | +11.35% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | -0.71% | Trim |
| 18 | VICI | Vici Properties Inc | +0.2% | +46.07% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +7.42% | Add |
| 20 | VRT | Vertiv Holdings Co-a | +0.2% | +1.84% | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.2% | +1.33% | Add |
| 22 | AMGN | Amgen Inc | +0.2% | +0.33% | Add |
| 23 | JXN | Jackson Financial Inc-a | +0.2% | -0.04% | Trim |
| 24 | OEF | Ishares S&p 100 ETF | +0.1% | +183.47% | Add |
| 25 | AXP | American Express Co | +0.1% | +3.98% | Add |
| 26 | MS | Morgan Stanley | +0.1% | +5.65% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.83% | Add |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +3.77% | Add |
| 29 | HWM | Howmet Aerospace Inc | +0.1% | +7.79% | Add |
| 30 | WMT | Walmart Inc | +0.1% | +8.88% | Add |
| 31 | BNY | Bank Of New York Mellon CORP | +0.1% | +5.20% | Add |
| 32 | IYW | Ishares Ustechnology ETF | +0.1% | +57.77% | Add |
| 33 | TSLA | Tesla Inc | +0.1% | +18.76% | Add |
| 34 | TFC | Truist Financial CORP | +0.1% | +0.16% | Add |
| 35 | V | Visa Inc-class A Shares | +0.1% | +2.17% | Add |
| 36 | VOO | Vanguard S&p 500 ETF | +0.1% | +43.22% | Add |
| 37 | SNEX | Stonex Group Inc | +0.1% | +18.84% | Add |
| 38 | RTX | Rtx CORP | +0.1% | +2.07% | Add |
| 39 | CTRE | Caretrust Reit Inc | +0.1% | +1.51% | Add |
| 40 | LRCX | Lam Research CORP | +0.1% | +0.02% | Add |
| 41 | AEP | American Electric Power | +0.1% | +4.52% | Add |
| 42 | GE | General Electric | +0.1% | +2.90% | Add |
| 43 | SHEL | Shell Plc-adr | +0.1% | +0.55% | Add |
| 44 | SCHW | Schwab (charles) CORP | +0.1% | +2.46% | Add |
| 45 | LAMR | Lamar Advertising Co-a | +0.1% | +1.81% | Add |
| 46 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.81% | Add |
| 47 | SMG | Scotts Miracle-gro Co | 0% | +2.41% | Add |
| 48 | IAU | Ishares Gold Trust | 0% | +3.71% | Add |
| 49 | EFA | Ishares Msci Eafe ETF | 0% | +1.27% | Add |
| 50 | HYGH | Ishares Int Rate Hedg Hy ETF | 0% | +9.06% | Add |
According to official SEC Form 13F filings, Ibex Wealth Advisors reported a total U.S. public equity portfolio value of $1.3B across 123 disclosed positions in Q4 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
PFE
市值: $8.5M
Top Position Liquidated / Trimmed
OWL
前期市值: $9.2M
During Q4 2025, Ibex Wealth Advisors's top holdings by market value included NVDA (12.5%)、AVGO (5.7%)、MSFT (3.9%). The largest single position, NVDA, represented 12.5% of total portfolio value.
In Q4 2025, Ibex Wealth Advisors made 198 total portfolio adjustments, initiating 9 new buys, adding to 66 positions, trimming 34 holdings, and fully liquidating 89 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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