Ibex Wealth Advisors
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Ibex Wealth Advisors reported 122 stock positions worth $756.1 million. Its top holding was Nvidia (NVDA) at 9.5% of the portfolio, followed by Apple (AAPL, 4.0%) and Microsoft (MSFT, 3.4%). Compared with Q4 2024, it opened 17 new positions, sold out of 99, added to 64 and reduced 34. The biggest buy was a new position in iShares MSCI Eafe ETF (EFA) and the biggest sale Nvidia (NVDA, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- BEDMINSTER, NJ
- CIK
- 0001686242
- Portfolio Value
- $756.1M (Q1 2025)
- SEC Filing
- 0001686242-25-000002 ↗ filed Apr 15, 2025
Holdings Value
Holdings 122 stocks · $756.1M
| NVDA Nvidia Corp. | 9.48% | 661,317 | $71.7M | Reduce -9.5% |
| AAPL Apple Inc. | 4.01% | 136,618 | $30.3M | Add +7.3% |
| MSFT Microsoft Corp. | 3.40% | 68,511 | $25.7M | Reduce -11.0% |
| AVGO Broadcom Inc. | 3.36% | 151,869 | $25.4M | Reduce -10.8% |
| WMB Williams Cos Inc. | 2.69% | 340,287 | $20.3M | Add +0.9% |
| OKE Oneok Inc. | 2.31% | 175,915 | $17.5M | Reduce -2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 2.27% | 68,974 | $17.2M | Add +7.4% |
| AMZN Amazon.com Inc. | 2.19% | 86,914 | $16.5M | Reduce -0.4% |
| V Visa Inc. Class A | 2.12% | 45,680 | $16.0M | Add +7.8% |
| JXN Jackson Financial Inc. Class A | 2.11% | 190,632 | $16.0M | Reduce -2.7% |
| PLTR Palantir Technologies Inc. Class A | 2.08% | 186,339 | $15.7M | Add +5.0% |
| T AT&T Inc. | 2.08% | 555,802 | $15.7M | Add +0.9% |
| ABBV Abbvie Inc. | 1.57% | 56,816 | $11.9M | Add +2.3% |
| APP AppLovin Corp. Class A | 1.55% | 44,087 | $11.7M | Add +4.3% |
| MA Mastercard Inc. Class A | 1.52% | 21,024 | $11.5M | Add +12.9% |
| TBIL F/M US Treasury 3 Month Bill | 1.52% | 229,842 | $11.5M | Add +8.9% |
| PANW Palo Alto Networks Inc. | 1.48% | 65,354 | $11.2M | Add +5.8% |
| KMI Kinder Morgan Inc. | 1.45% | 384,257 | $11.0M | Add +0.8% |
| UNM Unum Group | 1.42% | 131,641 | $10.7M | Add +1.0% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 1.42% | 194,888 | $10.7M | Add +0.7% |
| SHEL Shell PLC-ADR | 1.41% | 145,650 | $10.7M | Add +2.4% |
| VZ Verizon Communications Inc. | 1.39% | 232,150 | $10.5M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 1.38% | 67,623 | $10.5M | Add +4.6% |
| OWL Blue Owl Capital Inc. | 1.38% | 520,969 | $10.4M | Add +0.9% |
| LLY Eli Lilly & Co. | 1.35% | 12,345 | $10.2M | Add +6.1% |
| META Meta Platforms Inc. Class A | 1.28% | 16,784 | $9.7M | Reduce -22.5% |
| QCOM Qualcomm Inc. | 1.23% | 60,618 | $9.3M | Add +2.4% |
| AMGN Amgen Inc. | 1.15% | 27,835 | $8.7M | Add +3.2% |
| EFA iShares MSCI Eafe ETF | 1.14% | 105,036 | $8.6M | New |
| BRO Brown & Brown Inc. | 1.12% | 68,087 | $8.5M | Add +10.3% |
| CCEP Coca-Cola Europacific Partne | 1.11% | 96,396 | $8.4M | Add +0.2% |
| CVX Chevron Corp. | 1.05% | 47,640 | $8.0M | Add +2.6% |
| NEE Nextera Energy Inc. | 1.00% | 106,241 | $7.5M | Reduce -0.1% |
| BXSL Blackstone Secured Lending F | 0.97% | 225,920 | $7.3M | Add +1.2% |
| TFC Truist Financial Corp. | 0.96% | 176,762 | $7.3M | Add +0.6% |
| ADC Agree Realty Corp. | 0.96% | 93,603 | $7.2M | Add +0.1% |
| VIRT Virtu Financial Inc. Class A | 0.94% | 186,782 | $7.1M | Add +1.2% |
| MAA Mid-America Apartment Comm | 0.89% | 40,168 | $6.7M | New |
| CFG Citizens Financial Group | 0.87% | 161,423 | $6.6M | Add +0.4% |
| NFG National Fuel Gas Co. | 0.86% | 82,185 | $6.5M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 0.82% | 25,299 | $6.2M | Add +20.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.80% | 12,911 | $6.1M | Add +4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 11,310 | $6.0M | Add +16.0% |
| NLY Annaly Capital Management Inc. | 0.80% | 296,437 | $6.0M | Add +5.4% |
| BX Blackstone Inc. | 0.79% | 42,679 | $6.0M | Add +1.9% |
| CME Cme Group Inc. | 0.78% | 22,332 | $5.9M | New |
| USMV iShares MSCI USA Min Vol Fac | 0.77% | 61,771 | $5.8M | Add +0.2% |
| IBKR Interactive Brokers Gro Class A | 0.76% | 34,643 | $5.7M | Add +11.2% |
| DLR Digital Realty Trust Inc. | 0.73% | 38,619 | $5.5M | Add +1.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.72% | 166,801 | $5.4M | Add +1.4% |
| LAMR Lamar Advertising Co. Class A | 0.71% | 47,143 | $5.4M | Reduce -4.7% |
| VRT Vertiv Holdings Co. Class A | 0.70% | 73,739 | $5.3M | Add +10.5% |
| COST Costco Wholesale Corp. | 0.70% | 5,561 | $5.3M | Add +5.7% |
| UBER Uber Technologies Inc. | 0.67% | 70,001 | $5.1M | New |
| DOC Healthpeak Properties Inc. | 0.67% | 250,041 | $5.1M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.65% | 8,805 | $4.9M | Reduce -40.3% |
| BLK BlackRock Inc. | 0.64% | 5,084 | $4.8M | Add +4.3% |
| NFLX Netflix Inc. | 0.62% | 5,018 | $4.7M | Add +11.7% |
| AXP American Express Co. | 0.60% | 16,837 | $4.5M | Add +33.0% |
| ANET Arista Networks Inc. | 0.60% | 58,093 | $4.5M | Add +14.4% |
| NEM Newmont Corp. | 0.57% | 89,542 | $4.3M | New |
| LYB Lyondellbasell Indu Class A | 0.56% | 59,936 | $4.2M | New |
| AXS Axis Capital Holdings Ltd. | 0.54% | 41,050 | $4.1M | New |
| PH Parker Hannifin Corp. | 0.53% | 6,628 | $4.0M | Reduce -43.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.51% | 23,351 | $3.9M | New |
| BAR Graniteshares Gold Trust | 0.49% | 119,563 | $3.7M | New |
| PGR Progressive Corp. | 0.47% | 12,483 | $3.5M | New |
| EMR Emerson Electric Co. | 0.45% | 30,723 | $3.4M | Add +12.6% |
| PFF iShares Preferred & Income S | 0.42% | 103,927 | $3.2M | Reduce -13.0% |
| XLK SS Technology Select Sector | 0.36% | 13,189 | $2.7M | Reduce -6.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.35% | 33,910 | $2.7M | Add +0.8% |
| JPC Nuveen Prefered & Income Opp | 0.33% | 312,607 | $2.5M | Reduce -4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 5,858 | $2.2M | Reduce -5.9% |
| TSLA Tesla Inc. | 0.28% | 8,302 | $2.2M | Reduce -17.0% |
| GXC State Street SPDR S&P China | 0.27% | 24,153 | $2.1M | New |
| XLE SS Energy Select Sector | 0.27% | 22,100 | $2.1M | Add +1.1% |
| CQQQ Invesco China Technology ETF | 0.26% | 45,002 | $2.0M | New |
| VYM Vanguard High DVD Yield ETF | 0.25% | 14,647 | $1.9M | Reduce -6.3% |
| IYW iShares Ustechnology ETF | 0.24% | 12,765 | $1.8M | Reduce -3.3% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.24% | 159,548 | $1.8M | Add +8.9% |
| XLF SS Financial Select Sector | 0.24% | 35,853 | $1.8M | New |
| IGV iShares Expanded Tech-Softwa | 0.24% | 20,025 | $1.8M | Add +579.5% |
| HYGH iShares Int Rate Hedg HY ETF | 0.23% | 20,829 | $1.8M | Add +0.6% |
| IEF iShares 7-10 Year Treasury B | 0.23% | 18,521 | $1.8M | Add +0.8% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.23% | 93,464 | $1.7M | Reduce -6.7% |
| NAD Nuveen Quality Municipal Inc. | 0.22% | 141,251 | $1.6M | Add +5.9% |
| NUV Nuveen Municipal Value | 0.21% | 179,886 | $1.6M | Add +3.7% |
| KBE SS SPDR S&P Bank ETF | 0.20% | 28,996 | $1.5M | Reduce -4.4% |
| XLI SS Industrial Select Sector | 0.20% | 11,495 | $1.5M | Reduce -4.5% |
| IMCG iShares Morningstar Mid-Cap | 0.19% | 20,428 | $1.5M | Reduce -8.0% |
| PGX Invesco Preferred ETF | 0.19% | 128,617 | $1.4M | Reduce -4.2% |
| JETS US Global Jets ETF | 0.19% | 67,878 | $1.4M | New |
| RPG Invesco S&P 500 Pure Growth | 0.18% | 35,651 | $1.4M | New |
| ITOT iShares Core S&P Total U.S. | 0.18% | 11,031 | $1.3M | Reduce -9.0% |
| LRCX Lam Research Corp. | 0.16% | 17,014 | $1.2M | Add +0.0% |
| AFL Aflac Inc. | 0.16% | 11,110 | $1.2M | Add +3.6% |
| BTZ BlackRock Credit Allocation | 0.16% | 113,556 | $1.2M | Reduce -3.1% |
| FBND Fidelity Total Bond ETF | 0.16% | 25,840 | $1.2M | Reduce -4.1% |
| BHK BlackRock Core Bond Trust | 0.15% | 104,587 | $1.1M | Reduce -1.4% |
| MUB iShares National Muni Bond E | 0.14% | 10,274 | $1.1M | Reduce -49.4% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -9.5% | 9.48% | −2.08 |
| AVGO Broadcom Inc. | Reduce -10.8% | 3.36% | −1.28 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −0.86 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.85 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.65 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.60 |
| HEI Heico Corp. | Sold out | 0.00% | −0.56 |
| IYY iShares Dow Jones U.S. ETF | Sold out | 0.00% | −0.54 |
| STAG Stag Industrial Inc. | Sold out | 0.00% | −0.54 |
| APAM Artisan Partners Asset Ma -A | Sold out | 0.00% | −0.50 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.50 |
| GS Goldman Sachs Group Inc. | Sold out | 0.00% | −0.50 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.43 |
| MSFT Microsoft Corp. | Reduce -11.0% | 3.40% | −0.42 |
| FTAI Ftai Aviation Ltd. | Sold out | 0.00% | −0.41 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -40.3% | 0.65% | −0.37 |
| PH Parker Hannifin Corp. | Reduce -43.0% | 0.53% | −0.34 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.32 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.31 |
| META Meta Platforms Inc. Class A | Reduce -22.5% | 1.28% | −0.21 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.21 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.20 |
| TSLA Tesla Inc. | Reduce -17.0% | 0.28% | −0.19 |
| ITA iShares U.S. Aerospace & Def | Sold out | 0.00% | −0.19 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.19 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.18 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.17 |
| ITB iShares U.S. Home Constructi | Sold out | 0.00% | −0.16 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.16 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.15 |
| IYC iShares US Consumer Discreti | Reduce -56.4% | 0.12% | −0.15 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.14 |
| COPX Global X Copper Miners ETF | Sold out | 0.00% | −0.14 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.14 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.12 |
| VCTR Victory Capital Holding - A | Sold out | 0.00% | −0.12 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.12 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.12 |
| MUB iShares National Muni Bond E | Reduce -49.4% | 0.14% | −0.11 |
| PDP Invesco Dorsey Wright Moment | Sold out | 0.00% | −0.10 |
| GE General Electric | Sold out | 0.00% | −0.10 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.10 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.10 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.10 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.10 |
| LIN Linde PLC | Sold out | 0.00% | −0.09 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.09 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.09 |
| FLS Flowserve Corp. | Sold out | 0.00% | −0.09 |
| HIG Hartford Insurance Group Inc. | Sold out | 0.00% | −0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| EFA iShares MSCI Eafe ETF | New | 1.14% | +1.14 |
| MAA Mid-America Apartment Comm | New | 0.89% | +0.89 |
| CME Cme Group Inc. | New | 0.78% | +0.78 |
| UBER Uber Technologies Inc. | New | 0.67% | +0.67 |
| DOC Healthpeak Properties Inc. | New | 0.67% | +0.67 |
| IBM Intl Business Machines Corp. | Add +7.4% | 2.27% | +0.61 |
| T AT&T Inc. | Add +0.9% | 2.08% | +0.60 |
| NEM Newmont Corp. | New | 0.57% | +0.57 |
| LYB Lyondellbasell Indu Class A | New | 0.56% | +0.56 |
| AXS Axis Capital Holdings Ltd. | New | 0.54% | +0.54 |
| V Visa Inc. Class A | Add +7.8% | 2.12% | +0.54 |
| WMB Williams Cos Inc. | Add +0.9% | 2.69% | +0.54 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.51% | +0.51 |
| PLTR Palantir Technologies Inc. Class A | Add +5.0% | 2.08% | +0.50 |
| BAR Graniteshares Gold Trust | New | 0.49% | +0.49 |
| PGR Progressive Corp. | New | 0.47% | +0.47 |
| ABBV Abbvie Inc. | Add +2.3% | 1.57% | +0.41 |
| BRO Brown & Brown Inc. | Add +10.3% | 1.12% | +0.38 |
| MA Mastercard Inc. Class A | Add +12.9% | 1.52% | +0.37 |
| SHEL Shell PLC-ADR | Add +2.4% | 1.41% | +0.36 |
| AMGN Amgen Inc. | Add +3.2% | 1.15% | +0.32 |
| UNM Unum Group | Add +1.0% | 1.42% | +0.30 |
| LLY Eli Lilly & Co. | Add +6.1% | 1.35% | +0.29 |
| TBIL F/M US Treasury 3 Month Bill | Add +8.9% | 1.52% | +0.28 |
| NFG National Fuel Gas Co. | Add +0.9% | 0.86% | +0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +16.0% | 0.80% | +0.28 |
| GXC State Street SPDR S&P China | New | 0.27% | +0.27 |
| CQQQ Invesco China Technology ETF | New | 0.26% | +0.26 |
| CVX Chevron Corp. | Add +2.6% | 1.05% | +0.26 |
| AAPL Apple Inc. | Add +7.3% | 4.01% | +0.26 |
| CCEP Coca-Cola Europacific Partne | Add +0.2% | 1.11% | +0.24 |
| XLF SS Financial Select Sector | New | 0.24% | +0.24 |
| JPM JPMorgan Chase & Co. | Add +20.9% | 0.82% | +0.23 |
| KMI Kinder Morgan Inc. | Add +0.8% | 1.45% | +0.22 |
| HRB H&R Block Inc. | Add +0.7% | 1.42% | +0.21 |
| IGV iShares Expanded Tech-Softwa | Add +579.5% | 0.24% | +0.20 |
| NLY Annaly Capital Management Inc. | Add +5.4% | 0.80% | +0.19 |
| JETS US Global Jets ETF | New | 0.19% | +0.19 |
| RPG Invesco S&P 500 Pure Growth | New | 0.18% | +0.18 |
| ADC Agree Realty Corp. | Add +0.1% | 0.96% | +0.18 |
| VIRT Virtu Financial Inc. Class A | Add +1.2% | 0.94% | +0.17 |
| QCOM Qualcomm Inc. | Add +2.4% | 1.23% | +0.16 |
| AXP American Express Co. | Add +33.0% | 0.60% | +0.16 |
| VICI Vici Properties Inc. | Add +1.4% | 0.72% | +0.15 |
| PANW Palo Alto Networks Inc. | Add +5.8% | 1.48% | +0.15 |
| NFLX Netflix Inc. | Add +11.7% | 0.62% | +0.15 |
| WFC Wells Fargo & Co. | New | 0.14% | +0.14 |
| COST Costco Wholesale Corp. | Add +5.7% | 0.70% | +0.13 |
| USMV iShares MSCI USA Min Vol Fac | Add +0.2% | 0.77% | +0.12 |
| BXSL Blackstone Secured Lending F | Add +1.2% | 0.97% | +0.12 |
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 |