IBEX WEALTH ADVISORS
Q3 2025 13F Holdings
- Locationbedminster, NJ
- Num holdings
203
- Value ($000)
$1,044,001
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001686242
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORP | COMMON STOCK | 67066G104 | $128.25 M | 12 % | 687,364 | ||
AVGO BROADCOM INC | COMMON STOCK | 11135F101 | $56.54 M | 5 % | 171,385 | ||
PLTR PALANTIR TECHNOLOGIES | COMMON STOCK | 69608A108 | $43.14 M | 4 % | 236,473 | ||
MSFT MICROSOFT CORP | COMMON STOCK | 594918104 | $36.20 M | 4 % | 69,886 | ||
APP APPLOVIN CORP | COMMON STOCK | 03831W108 | $32.81 M | 3 % | 45,663 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $28.70 M | 3 % | 112,724 | ||
WMB WILLIAMS COS | COMMON STOCK | 969457100 | $22.12 M | 2 % | 349,114 | ||
AMZN AMAZON COM | COMMON STOCK | 023135106 | $21.33 M | 2 % | 97,124 | ||
JXN JACKSON FINANCIAL | COMMON STOCK | 46817M107 | $19.86 M | 2 % | 196,221 | ||
T AT&T INC | COMMON STOCK | 00206R102 | $17.02 M | 2 % | 602,632 |
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