Ibex Wealth Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Ibex Wealth Advisors reported 204 stock positions worth $849.2 million. Its top holding was Nvidia (NVDA) at 11.6% of the portfolio, followed by Broadcom (AVGO, 4.6%) and Microsoft (MSFT, 3.8%). Compared with Q3 2024, it opened 166 new positions, sold out of 30, added to 14 and reduced 24. The biggest buy was Nvidia (NVDA, shares +4147%) and the biggest sale an exit from Expand Energy (EXE).
- Most Recent 13F
- Q2 2026
- Location
- BEDMINSTER, NJ
- CIK
- 0001686242
- Portfolio Value
- $849.2M (Q4 2024)
- SEC Filing
- 0001686242-25-000001 ↗ filed Jan 23, 2025
Holdings Value
Holdings 204 stocks · $849.2M
| NVDA Nvidia Corp. | 11.56% | 730,831 | $98.1M | Add +4147.0% |
| AVGO Broadcom Inc. | 4.65% | 170,177 | $39.5M | New |
| MSFT Microsoft Corp. | 3.82% | 76,964 | $32.4M | Add +697.4% |
| AAPL Apple Inc. | 3.76% | 127,368 | $31.9M | Reduce -53.5% |
| AMZN Amazon.com Inc. | 2.25% | 87,286 | $19.1M | Add +37.6% |
| WMB Williams Cos Inc. | 2.15% | 337,333 | $18.3M | New |
| OKE Oneok Inc. | 2.12% | 179,427 | $18.0M | New |
| JXN Jackson Financial Inc. Class A | 2.01% | 195,860 | $17.1M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.66% | 64,199 | $14.1M | New |
| APP AppLovin Corp. Class A | 1.61% | 42,263 | $13.7M | Reduce -67.2% |
| PLTR Palantir Technologies Inc. Class A | 1.58% | 177,401 | $13.4M | New |
| V Visa Inc. Class A | 1.58% | 42,373 | $13.4M | New |
| META Meta Platforms Inc. Class A | 1.49% | 21,655 | $12.7M | New |
| T AT&T Inc. | 1.48% | 550,822 | $12.5M | New |
| GOOGL Alphabet Inc. Class A | 1.44% | 64,650 | $12.2M | New |
| OWL Blue Owl Capital Inc. | 1.41% | 516,521 | $12.0M | Add +348.1% |
| PANW Palo Alto Networks Inc. | 1.32% | 61,802 | $11.2M | New |
| TBIL F/M US Treasury 3 Month Bill | 1.24% | 211,025 | $10.5M | New |
| KMI Kinder Morgan Inc. | 1.23% | 381,016 | $10.4M | New |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 1.20% | 193,608 | $10.2M | New |
| ABBV Abbvie Inc. | 1.16% | 55,544 | $9.9M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 1.15% | 18,620 | $9.8M | New |
| VZ Verizon Communications Inc. | 1.12% | 238,758 | $9.5M | New |
| UNM Unum Group | 1.12% | 130,296 | $9.5M | Add +157.0% |
| QCOM Qualcomm Inc. | 1.07% | 59,176 | $9.1M | Add +408.2% |
| LLY Eli Lilly & Co. | 1.06% | 11,635 | $9.0M | New |
| SHEL Shell PLC-ADR | 1.05% | 142,217 | $8.9M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.02% | 14,756 | $8.6M | New |
| NEE Nextera Energy Inc. | 0.90% | 106,376 | $7.6M | Add +1408.9% |
| TFC Truist Financial Corp. | 0.90% | 175,781 | $7.6M | Add +842.2% |
| VRT Vertiv Holdings Co. Class A | 0.89% | 66,750 | $7.6M | New |
| PH Parker Hannifin Corp. | 0.87% | 11,625 | $7.4M | New |
| CCEP Coca-Cola Europacific Partne | 0.87% | 96,233 | $7.4M | New |
| WHR Whirlpool Corp. | 0.86% | 63,548 | $7.3M | New |
| BX Blackstone Inc. | 0.85% | 41,872 | $7.2M | New |
| BXSL Blackstone Secured Lending F | 0.85% | 223,221 | $7.2M | Add +2348.1% |
| CMCSA Comcast Corp. Class A | 0.85% | 191,555 | $7.2M | New |
| CFG Citizens Financial Group | 0.83% | 160,788 | $7.0M | New |
| AMGN Amgen Inc. | 0.83% | 26,963 | $7.0M | Add +14.7% |
| DLR Digital Realty Trust Inc. | 0.79% | 37,948 | $6.7M | New |
| CVX Chevron Corp. | 0.79% | 46,424 | $6.7M | Reduce -20.8% |
| ADC Agree Realty Corp. | 0.78% | 93,477 | $6.6M | New |
| VIRT Virtu Financial Inc. Class A | 0.78% | 184,493 | $6.6M | Add +45.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.74% | 12,361 | $6.3M | New |
| BRO Brown & Brown Inc. | 0.74% | 61,728 | $6.3M | New |
| LAMR Lamar Advertising Co. Class A | 0.71% | 49,480 | $6.0M | New |
| ANET Arista Networks Inc. | 0.66% | 50,764 | $5.6M | New |
| ELF Elf Beauty Inc. | 0.65% | 43,962 | $5.5M | New |
| IBKR Interactive Brokers Gro Class A | 0.65% | 31,148 | $5.5M | New |
| USMV iShares MSCI USA Min Vol Fac | 0.64% | 61,672 | $5.5M | New |
| NLY Annaly Capital Management Inc. | 0.61% | 281,154 | $5.1M | Add +952.1% |
| BKNG Booking Holdings Inc. | 0.60% | 1,020 | $5.1M | Reduce -99.2% |
| JPM JPMorgan Chase & Co. | 0.59% | 20,929 | $5.0M | New |
| BLK BlackRock Inc. | 0.59% | 4,876 | $5.0M | New |
| NFG National Fuel Gas Co. | 0.58% | 81,463 | $4.9M | New |
| COST Costco Wholesale Corp. | 0.57% | 5,262 | $4.8M | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.57% | 164,446 | $4.8M | New |
| HEI Heico Corp. | 0.56% | 20,057 | $4.8M | Reduce -9.2% |
| IYY iShares Dow Jones U.S. ETF | 0.54% | 32,187 | $4.6M | New |
| STAG Stag Industrial Inc. | 0.54% | 134,884 | $4.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 9,749 | $4.4M | New |
| APAM Artisan Partners Asset Ma -A | 0.50% | 98,645 | $4.2M | New |
| AMD Advanced Micro Devices | 0.50% | 35,040 | $4.2M | New |
| GS Goldman Sachs Group Inc. | 0.50% | 7,356 | $4.2M | New |
| TSLA Tesla Inc. | 0.48% | 10,000 | $4.0M | Reduce -15.5% |
| NFLX Netflix Inc. | 0.47% | 4,492 | $4.0M | Reduce -86.1% |
| AXP American Express Co. | 0.44% | 12,664 | $3.8M | Reduce -81.7% |
| PFF iShares Preferred & Income S | 0.44% | 119,447 | $3.8M | New |
| CAT Caterpillar Inc. | 0.43% | 9,961 | $3.6M | Add +894.1% |
| FTAI Ftai Aviation Ltd. | 0.41% | 24,424 | $3.5M | New |
| EMR Emerson Electric Co. | 0.40% | 27,288 | $3.4M | New |
| XLK SS Technology Select Sector | 0.39% | 14,118 | $3.3M | New |
| DHR Danaher Corp. | 0.32% | 11,827 | $2.7M | New |
| PYPL PayPal Holdings Inc. | 0.31% | 31,154 | $2.7M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 33,640 | $2.6M | New |
| JPC Nuveen Prefered & Income Opp | 0.30% | 326,705 | $2.6M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 6,223 | $2.6M | New |
| IYC iShares US Consumer Discreti | 0.27% | 24,093 | $2.3M | New |
| MUB iShares National Muni Bond E | 0.25% | 20,305 | $2.2M | New |
| IYW iShares Ustechnology ETF | 0.25% | 13,201 | $2.1M | New |
| VYM Vanguard High DVD Yield ETF | 0.23% | 15,638 | $2.0M | New |
| XLE SS Energy Select Sector | 0.22% | 21,869 | $1.9M | New |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.22% | 100,136 | $1.9M | New |
| HYGH iShares Int Rate Hedg HY ETF | 0.21% | 20,711 | $1.8M | New |
| IWF iShares Russell 1000 Growth | 0.21% | 4,385 | $1.8M | New |
| IEF iShares 7-10 Year Treasury B | 0.20% | 18,378 | $1.7M | New |
| KBE SS SPDR S&P Bank ETF | 0.20% | 30,344 | $1.7M | New |
| GEV GE Vernova Inc. | 0.20% | 5,100 | $1.7M | New |
| IMCG iShares Morningstar Mid-Cap | 0.20% | 22,205 | $1.7M | New |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.19% | 146,539 | $1.7M | New |
| ITA iShares U.S. Aerospace & Def | 0.19% | 10,965 | $1.6M | New |
| XLI SS Industrial Select Sector | 0.19% | 12,038 | $1.6M | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.19% | 20,924 | $1.6M | New |
| ITOT iShares Core S&P Total U.S. | 0.18% | 12,121 | $1.6M | New |
| NAD Nuveen Quality Municipal Inc. | 0.18% | 133,431 | $1.6M | New |
| PGX Invesco Preferred ETF | 0.18% | 134,253 | $1.5M | New |
| SOXX iShares Semiconductor ETF | 0.18% | 7,085 | $1.5M | New |
| NUV Nuveen Municipal Value | 0.18% | 173,477 | $1.5M | New |
| XBI SS SPDR S&P Biotech ETF | 0.17% | 16,359 | $1.5M | New |
| ITB iShares U.S. Home Constructi | 0.16% | 13,168 | $1.4M | New |
Portfolio Sells Q3 2024 → Q4 2024
| EXE Expand Energy Corp. | Sold out | 0.00% | −7.93 |
| APP AppLovin Corp. Class A | Reduce -67.2% | 1.61% | −6.61 |
| PLD Prologis Inc. | Sold out | 0.00% | −3.76 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −3.39 |
| SAN Banco Santander SA-Spon ADR | Sold out | 0.00% | −3.25 |
| AXP American Express Co. | Reduce -81.7% | 0.44% | −3.08 |
| KIM Kimco Realty Corp. | Reduce -1.7% | 0.03% | −2.90 |
| CCL Carnival Corp. | Sold out | 0.00% | −2.68 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −2.56 |
| GEHC GE Healthcare Technology | Reduce -97.9% | 0.04% | −2.11 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −2.01 |
| ABBV Abbvie Inc. | Reduce -0.3% | 1.16% | −1.85 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −1.84 |
| FSS Federal Signal Corp. | Sold out | 0.00% | −1.80 |
| CGC Canopy Growth Corp. | Sold out | 0.00% | −1.73 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −1.71 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −1.56 |
| HPQ HP Inc. | Reduce -47.4% | 0.07% | −1.54 |
| ARRY Array Technologies Inc. | Sold out | 0.00% | −1.52 |
| AFL Aflac Inc. | Reduce -69.4% | 0.13% | −1.44 |
| AIG American International Group | Sold out | 0.00% | −1.35 |
| MET Metlife Inc. | Sold out | 0.00% | −1.34 |
| JEF Jefferies Financial Group Inc. | Reduce -85.8% | 0.06% | −1.29 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −1.23 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −1.22 |
| FITB Fifth Third Bancorp | Reduce -90.5% | 0.05% | −1.19 |
| GWW WW Grainger Inc. | Reduce -92.5% | 0.05% | −1.17 |
| MMM 3M Co. | Sold out | 0.00% | −1.14 |
| HEI Heico Corp. | Reduce -9.2% | 0.56% | −1.12 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −1.09 |
| BMI Badger Meter Inc. | Reduce -98.4% | 0.04% | −1.05 |
| CVX Chevron Corp. | Reduce -20.8% | 0.79% | −0.87 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.86 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.73 |
| AMP Ameriprise Financial Inc. | Reduce -95.9% | 0.10% | −0.67 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −0.52 |
| TRGP Targa Resources Corp. | Reduce -87.5% | 0.06% | −0.51 |
| PCAR Paccar Inc. | Sold out | 0.00% | −0.44 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.44 |
| TMUS T-Mobile US Inc. | Reduce -78.6% | 0.09% | −0.35 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.33 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.29 |
| LIN Linde PLC | Reduce -93.5% | 0.09% | −0.28 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.27 |
| NBTB N B T Bancorp Inc. | Sold out | 0.00% | −0.26 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.17 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.14 |
| FLS Flowserve Corp. | Reduce -36.4% | 0.09% | −0.11 |
| MCD McDonald's Corp. | Reduce -79.6% | 0.09% | −0.09 |
| ORCL Oracle Corp. | Reduce -56.3% | 0.16% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Add +4147.0% | 11.56% | +10.33 |
| AVGO Broadcom Inc. | New | 4.65% | +4.65 |
| MSFT Microsoft Corp. | Add +697.4% | 3.82% | +3.02 |
| WMB Williams Cos Inc. | New | 2.15% | +2.15 |
| OKE Oneok Inc. | New | 2.12% | +2.12 |
| JXN Jackson Financial Inc. Class A | New | 2.01% | +2.01 |
| IBM Intl Business Machines Corp. | New | 1.66% | +1.66 |
| PLTR Palantir Technologies Inc. Class A | New | 1.58% | +1.58 |
| V Visa Inc. Class A | New | 1.58% | +1.58 |
| META Meta Platforms Inc. Class A | New | 1.49% | +1.49 |
| T AT&T Inc. | New | 1.48% | +1.48 |
| GOOGL Alphabet Inc. Class A | New | 1.44% | +1.44 |
| PANW Palo Alto Networks Inc. | New | 1.32% | +1.32 |
| TBIL F/M US Treasury 3 Month Bill | New | 1.24% | +1.24 |
| KMI Kinder Morgan Inc. | New | 1.23% | +1.23 |
| HRB H&R Block Inc. | New | 1.20% | +1.20 |
| MA Mastercard Inc. Class A | New | 1.15% | +1.15 |
| VZ Verizon Communications Inc. | New | 1.12% | +1.12 |
| LLY Eli Lilly & Co. | New | 1.06% | +1.06 |
| SHEL Shell PLC-ADR | New | 1.05% | +1.05 |
| OWL Blue Owl Capital Inc. | Add +348.1% | 1.41% | +1.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 1.02% | +1.02 |
| VRT Vertiv Holdings Co. Class A | New | 0.89% | +0.89 |
| PH Parker Hannifin Corp. | New | 0.87% | +0.87 |
| CCEP Coca-Cola Europacific Partne | New | 0.87% | +0.87 |
| WHR Whirlpool Corp. | New | 0.86% | +0.86 |
| BX Blackstone Inc. | New | 0.85% | +0.85 |
| CMCSA Comcast Corp. Class A | New | 0.85% | +0.85 |
| CFG Citizens Financial Group | New | 0.83% | +0.83 |
| QCOM Qualcomm Inc. | Add +408.2% | 1.07% | +0.82 |
| DLR Digital Realty Trust Inc. | New | 0.79% | +0.79 |
| ADC Agree Realty Corp. | New | 0.78% | +0.78 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.74% | +0.74 |
| BRO Brown & Brown Inc. | New | 0.74% | +0.74 |
| LAMR Lamar Advertising Co. Class A | New | 0.71% | +0.71 |
| ANET Arista Networks Inc. | New | 0.66% | +0.66 |
| ELF Elf Beauty Inc. | New | 0.65% | +0.65 |
| IBKR Interactive Brokers Gro Class A | New | 0.65% | +0.65 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.64% | +0.64 |
| JPM JPMorgan Chase & Co. | New | 0.59% | +0.59 |
| BLK BlackRock Inc. | New | 0.59% | +0.59 |
| NFG National Fuel Gas Co. | New | 0.58% | +0.58 |
| COST Costco Wholesale Corp. | New | 0.57% | +0.57 |
| VICI Vici Properties Inc. | New | 0.57% | +0.57 |
| IYY iShares Dow Jones U.S. ETF | New | 0.54% | +0.54 |
| STAG Stag Industrial Inc. | New | 0.54% | +0.54 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.52% | +0.52 |
| APAM Artisan Partners Asset Ma -A | New | 0.50% | +0.50 |
| AMD Advanced Micro Devices | New | 0.50% | +0.50 |
| GS Goldman Sachs Group Inc. | New | 0.50% | +0.50 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 209 | $1.3B | NVDA, MU, AVGO, AAPL, VRT |
| Q1 2026 | 203 | $1.1B | NVDA, AVGO, AAPL, MSFT, PLTR |
| Q4 2025 | 123 | $1.0B | NVDA, AVGO, MSFT, PLTR, AAPL |
| Q3 2025 | 203 | $1.0B | NVDA, AVGO, PLTR, MSFT, APP |
| Q2 2025 | 193 | $937.2M | NVDA, AVGO, MSFT, PLTR, AAPL |
| Q1 2025 | 122 | $756.1M | NVDA, AAPL, MSFT, AVGO, WMB |
| Q4 2024 | 204 | $849.2M | NVDA, AVGO, MSFT, AAPL, AMZN |
| Q3 2024 | 68 | $365.3M | APP, EXE, PLD, AXP, COF |
| Q2 2024 | 286 | $640.9M | NVDA, AVGO, MSFT, AAPL, AMZN |
| Q1 2024 | 109 | $368.9M | MSFT, AAPL, OKE, CVX, NVDA |