IBEX WEALTH ADVISORS 13F Holdings

CIK 0001686242 · BEDMINSTER, NJ

As of Sep 30, 2025, IBEX WEALTH ADVISORS reported 203 positions worth .0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology687,364 28.2M12.29%
BROADCOM INCAVGOTechnology171,385$56.5M5.42%
PALANTIR TECHNOLOGIES INCPLTRTechnology236,473$43.1M4.13%
MICROSOFT CORPMSFTTechnology69,886$36.2M3.47%
APPLOVIN CORPAPPTechnology45,663$32.8M3.14%
APPLE INCAAPLTechnology112,724$28.7M2.75%
WILLIAMS COMPANIES INCWMBEnergy349,114$22.1M2.12%
AMAZON.COM INCAMZNEquity97,124$21.3M2.04%
JACKSON FINANCIAL INCJXNFinancial Services196,221 9.9M1.90%
AT&T INCTCommunication Services602,632 7.0M1.63%
META PLATFORMS INCMETACommunication Services21,320 5.7M1.50%
F/M US TREASURY 3 MONTH BILL ETFTBIL—293,321 4.7M1.41%
VERTIV HOLDINGS COVRTIndustrials95,858 4.5M1.39%
ALPHABET INCGOOGLEquity58,428 4.2M1.36%
ABBVIE INCABBVEquity58,897 3.6M1.31%
PALO ALTO NETWORKS INCPANWTechnology66,939 3.6M1.31%
VERIZON COMMUNICATIONS INCBACCommunication Services305,238 3.4M1.29%
ONEOK INCOKEEnergy182,406 3.3M1.28%
MASTERCARD INCMAFinancial Services21,551 2.3M1.17%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services55,705 1.8M1.13%
VISA INC-CLASS A SHARESVFinancial Services34,407 1.7M1.13%
KINDER MORGAN INCKMIEnergy404,831 1.5M1.10%
SHELL PLCSHELEnergy152,687 0.9M1.05%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services146,353 0.1M0.96%
ARISTA NETWORKS INCANETTechnology67,189$9.8M0.94%