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

0$500.0M$1.0B$1.5B Q1 2024: $368.9M Q1 2024 Q2 2024: $640.9M Q2 2024 Q3 2024: $365.3M Q3 2024 Q4 2024: $849.2M Q4 2024 Q1 2025: $756.1M $756.1M Q1 2025 Q2 2025: $937.2M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.3B Q2 2026

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%
WFC Wells Fargo & Co. 0.14% 14,747 $1.1M New
TLT iShares 20+ Year Treasury BD 0.14% 11,400 $1.0M Add +0.6%
KIE SS SPDR S&P Insurance ETF 0.13% 16,849 $1.0M Reduce -15.4%
CNO Cno Financial Group Inc. 0.13% 23,518 $980K Add +18.6%
IYC iShares US Consumer Discreti 0.12% 10,512 $929K Reduce -56.4%
VKQ Invesco Municipal Trust 0.12% 95,997 $926K Add +7.7%
PEG Public Service Enterprise GP 0.11% 10,497 $864K Add +0.2%
SKT Tanger Inc. 0.10% 22,329 $754K Add +4.0%
PKB Invesco Building & Construct 0.10% 10,806 $728K Reduce -5.9%
QYLD Global X Nasd 100 Cov Call 0.09% 42,290 $703K Add +3.8%
XBIL F/M US Treasury 6 Month Bill 0.07% 10,609 $532K Reduce -3.6%
NZF Nuveen Municipal Credit Inc. 0.06% 37,326 $456K No change
BBN BlackRock Taxable Muni BND 0.06% 27,138 $453K Reduce -7.8%
FITB Fifth Third Bancorp 0.06% 11,221 $440K Add +6.1%
NMZ Nuveen Muni Hi Inc. Opport 0.05% 33,739 $368K No change
NVG Nuveen Amt-FR Muni CRDT 0.04% 24,266 $300K Add +21.9%
KIM Kimco Realty Corp. 0.04% 13,113 $279K Add +10.4%
PFS Provident Financial Services 0.03% 11,195 $192K No change
AMX America Movil Sab DE CV 0.02% 12,188 $173K No change
NAN Nuveen NY QLTY Muni Inc. 0.02% 14,908 $170K No change
NRK Nuveen NY Amt-FR Muni Inc. 0.02% 11,375 $117K No change
PFN PIMCO Income Strategy FD II 0.01% 10,988 $83K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 209$1.3BNVDA, MU, AVGO, AAPL, VRT
Q1 2026 203$1.1BNVDA, AVGO, AAPL, MSFT, PLTR
Q4 2025 123$1.0BNVDA, AVGO, MSFT, PLTR, AAPL
Q3 2025 203$1.0BNVDA, AVGO, PLTR, MSFT, APP
Q2 2025 193$937.2MNVDA, AVGO, MSFT, PLTR, AAPL
Q1 2025 122$756.1MNVDA, AAPL, MSFT, AVGO, WMB
Q4 2024 204$849.2MNVDA, AVGO, MSFT, AAPL, AMZN
Q3 2024 68$365.3MAPP, EXE, PLD, AXP, COF
Q2 2024 286$640.9MNVDA, AVGO, MSFT, AAPL, AMZN
Q1 2024 109$368.9MMSFT, AAPL, OKE, CVX, NVDA