IBEX WEALTH ADVISORS
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbedminster, NJ
- CIK0001686242
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
204 | $849.21M | NVDA, AVGO, MSFT, AAPL | 13F-HR | Jan 23, 2025 | 000168624225000001 | ||
68 | $365.32M | APP, CHK, PLD, AXP | 13F-HR | Nov 4, 2024 | 000168624224000005 | ||
320 | $640.89M | NVDA, AVGO, MSFT, AAPL | 13F-HR | Aug 6, 2024 | 000168624224000003 | ||
109 | $369.00K | MSFT, AAPL, OKE, CHV | 13F-HR | Apr 18, 2024 | 000168624224000002 | ||
109 | $461.00K | NVDA, MSFT, AAPL, AVGO | 13F-HR | Jan 29, 2024 | 000168624224000001 | ||
111 | $393.00K | NVDA, MSFT, AAPL, AVGO | 13F-HR | Nov 7, 2023 | 000168624223000004 | ||
103 | $386.00K | NVDA, MSFT, AAPL, AVGO | 13F-HR | May 15, 2023 | 000168624223000002 | ||
174 | $443.00K | MSFT, AAPL, OKE, CHV | 13F-HR | Feb 6, 2023 | 000168624223000001 | ||
147 | $384.74M | AAPL, MSFT, HRB, BAC | 13F-HR | Oct 31, 2022 | 000168624222000003 | ||
155 | $434.23M | MSFT, AAPL, BAC, NVDA | 13F-HR | Aug 16, 2022 | 000168624222000002 | ||
171 | $522.24M | NVDA, MSFT, AAPL, CHV | 13F-HR | May 16, 2022 | 000168624222000001 | ||
192 | $564.87M | NVDA, MSFT, AAPL, DYH | 13F-HR | Feb 22, 2022 | 000110465922025414 | ||
448 | $519.35M | MSFT, NVDA, AAPL, DYH | 13F-HR | Nov 12, 2021 | 000110465921137939 | ||
182 | $500.20M | MSFT, NVDA, AAPL, DYH | 13F-HR | Aug 20, 2021 | 000110465921108192 | ||
111 | $405.47M | MSFT, AAPL, BAC, NVDA | 13F-HR | May 5, 2021 | 000168624221000002 | ||
101 | $382.87M | AAPL, MSFT, NVDA, BAC | 13F-HR | Jan 22, 2021 | 000168624221000001 | ||
95 | $344.55M | MSFT, AAPL, BAC, NVDA | 13F-HR | Oct 23, 2020 | 000168624220000004 | ||
98 | $311.17M | MSFT, AAPL, BAC, HD | 13F-HR | Aug 14, 2020 | 000168624220000003 | ||
91 | $256.84M | MSFT, BAC, AAPL, T | 13F-HR | May 5, 2020 | 000168624220000002 | ||
100 | $326.30M | MSFT, BAC, AAPL, JPM | 13F-HR | Jan 24, 2020 | 000168624220000001 | ||
93 | $301.38M | MSFT, BAC, MINT, HD | 13F-HR | Nov 12, 2019 | 000168624219000004 | ||
454 | $346.63M | MSFT, BAC, MINT, CSCO | 13F-HR | Jul 30, 2019 | 000168624219000003 | ||
98 | $285.30M | MINT, MSFT, BAC, CSCO | 13F-HR | May 1, 2019 | 000168624219000002 | ||
72 | $218.98M | MINT, BAC, MSFT, UNH | 13F-HR | Feb 1, 2019 | 000168624219000001 | ||
89 | $279.39M | MSFT, BAC, NVDA, V | 13F-HR | Oct 9, 2018 | 000168624218000007 | ||
86 | $249.77M | MSFT, BAC, T, UNH | 13F-HR | Sep 24, 2018 | 000168624218000006 | ||
84 | $246.44M | MSFT, BAC, T, UNH | 13F-HR | Jun 13, 2018 | 000168624218000004 | ||
89 | $225.90M | MSFT, BAC, T, NVDA | 13F-HR | Feb 13, 2018 | 000168624218000002 | ||
143 | $269.89M | BAC, MSFT, T, UNH | 13F-HR | Nov 13, 2017 | 000168624217000005 | ||
130 | $254.09M | BAC, T, MSFT, UNH | RESTATEMENT | Aug 14, 2017 | 000168624217000004 | ||
76 | $162.17M | BAC, T, MSFT, UNH | 13F-HR | May 25, 2017 | 000168624217000002 | ||
461 | $208.86M | BAC, T, MSFT, MINT | 13F-HR | Mar 24, 2017 | 000168624217000001 | ||
116 | $182.52B | T, BAC, MSFT, PFF | 13F-HR | Nov 7, 2016 | 000076461116000020 |