Ibex Wealth Advisors Top Holdings and 13F Report (2025) About Ibex Wealth AdvisorsInvestment ActivityIbex Wealth Advisors has $937.20 million in total holdings as of June 30, 2025.Ibex Wealth Advisors owns shares of 193 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 19.27% of the portfolio was purchased this quarter.About 9.62% of the portfolio was sold this quarter.This quarter, Ibex Wealth Advisors has purchased 122 new stocks and bought additional shares in 67 stocks.Ibex Wealth Advisors sold shares of 35 stocks and completely divested from 13 stocks this quarter.Largest Holdings NVIDIA $107,960,513Broadcom $46,661,350Microsoft $34,529,843PALANTIR TECHNOLOGIES $32,180,106Apple $22,790,438 Largest New Holdings this Quarter 14040H105 - Capital One Financial $10,974,243 Holding58933Y105 - Merck & Co., Inc. $7,260,262 Holding810186106 - Scotts Miracle-Gro $6,971,946 Holding14174T107 - CareTrust REIT $6,931,656 Holding369604301 - GE Aerospace $6,355,513 Holding Largest Purchases this Quarter Capital One Financial 51,580 shares (about $10.97M)Merck & Co., Inc. 91,716 shares (about $7.26M)Scotts Miracle-Gro 105,700 shares (about $6.97M)CareTrust REIT 226,525 shares (about $6.93M)PALANTIR TECHNOLOGIES 49,724 shares (about $6.78M) Largest Sales this Quarter NextEra Energy 101,031 shares (about $7.01M)Apple 25,537 shares (about $5.24M)JPMorgan Chase & Co. 17,064 shares (about $4.95M)iShares MSCI EAFE ETF 53,950 shares (about $4.82M)Visa 12,135 shares (about $4.31M) Sector Allocation Over TimeMap of 500 Largest Holdings ofIbex Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$107,960,513$3,479,096 ▲3.3%683,33811.5%Computer and TechnologyAVGOBroadcom$46,661,350$4,798,777 ▲11.5%169,2785.0%Computer and TechnologyMSFTMicrosoft$34,529,843$452,141 ▲1.3%69,4203.7%Computer and TechnologyPALANTIR TECHNOLOGIES$32,180,106$6,778,375 ▲26.7%236,0633.4%Common StockAAPLApple$22,790,438$5,239,415 ▼-18.7%111,0812.4%Computer and TechnologyWMBWilliams Companies$21,781,803$408,390 ▲1.9%346,7892.3%EnergyIBMInternational Business Machines$18,864,641$1,467,407 ▼-7.2%63,9962.0%Computer and TechnologyJXNJackson Financial$17,382,567$456,380 ▲2.7%195,7721.9%FinanceTAT&T$17,152,577$1,067,655 ▲6.6%592,6941.8%Computer and TechnologyAMZNAmazon.com$16,535,653$2,532,420 ▼-13.3%75,3711.8%Retail/WholesaleAPPLOVIN CORP$15,755,345$321,373 ▲2.1%45,0051.7%Common StockOKEONEOK$14,777,433$417,457 ▲2.9%181,0291.6%EnergyMETAMeta Platforms$13,912,195$1,524,149 ▲12.3%18,8491.5%Computer and TechnologyPANWPalo Alto Networks$13,465,078$91,065 ▲0.7%65,7991.4%Computer and TechnologyVZVerizon Communications$13,451,259$3,406,128 ▲33.9%310,8681.4%Computer and TechnologyTBILUS Treasury 3 Month Bill ETF$12,999,444$1,508,498 ▲13.1%260,0151.4%ETFMAMastercard$12,289,752$475,406 ▲4.0%21,8701.3%Business ServicesVRTVertiv$12,052,855$2,584,002 ▲27.3%93,8621.3%Computer and TechnologyVVisa$11,909,953$4,308,460 ▼-26.6%33,5451.3%Business ServicesKMIKinder Morgan$11,770,476$473,311 ▲4.2%400,3561.3%EnergyHRBH&R Block$11,050,738$353,327 ▲3.3%201,3251.2%Consumer DiscretionaryUNMUnum Group$11,022,967$391,684 ▲3.7%136,4911.2%FinanceCOFCapital One Financial$10,974,243$10,974,243 ▲New Holding51,5801.2%FinanceABBVAbbVie$10,845,002$298,847 ▲2.8%58,4261.2%MedicalSHELShell$10,668,643$413,447 ▲4.0%151,5221.1%EnergyOWLBlue Owl Capital$10,297,164$289,360 ▲2.9%536,0321.1%FinanceGOOGLAlphabet$10,214,038$1,703,074 ▼-14.3%57,9591.1%Computer and TechnologyLLYEli Lilly and Company$9,811,087$187,865 ▲2.0%12,5861.0%MedicalCMECME Group$9,792,254$3,637,091 ▲59.1%35,5281.0%FinanceCOCA-COLA EUROPACIFIC$9,358,009$420,205 ▲4.7%100,9281.0%Common StockVIRTVirtu Financial$8,665,253$299,287 ▲3.6%193,4640.9%FinanceAMGNAmgen$7,973,827$202,145 ▲2.6%28,5590.9%MedicalUSMViShares MSCI USA Min Vol Factor ETF$7,960,553$2,162,108 ▲37.3%84,8040.8%ETFIBKRInteractive Brokers Group$7,851,953$5,932,379 ▲309.0%141,7060.8%FinanceTFCTruist Financial$7,760,909$161,901 ▲2.1%180,5280.8%FinanceBROBrown & Brown$7,475,446$73,284 ▼-1.0%67,4260.8%FinanceUBERUber Technologies$7,362,237$831,119 ▲12.7%78,9090.8%Computer and TechnologyMRKMerck & Co., Inc.$7,260,262$7,260,262 ▲New Holding91,7160.8%MedicalADCAgree Realty$7,247,653$408,991 ▲6.0%99,2010.8%FinanceNFGNational Fuel Gas$7,232,453$270,564 ▲3.9%85,3790.8%EnergyCVXChevron$7,216,523$394,920 ▲5.8%50,3980.8%EnergyBXSLBlackstone Secured Lending Fund$7,215,078$268,018 ▲3.9%234,6360.8%FinanceDLRDigital Realty Trust$7,204,618$472,254 ▲7.0%41,3280.8%FinanceQQQInvesco QQQ$7,193,712$71,711 ▲1.0%13,0410.8%FinanceNFLXNetflix$7,128,183$408,434 ▲6.1%5,3230.8%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$7,023,413$1,583,481 ▲29.1%11,3680.7%FinanceSMGScotts Miracle-Gro$6,971,946$6,971,946 ▲New Holding105,7000.7%Consumer StaplesBXBlackstone$6,937,966$554,044 ▲8.7%46,3830.7%FinanceCTRECareTrust REIT$6,931,656$6,931,656 ▲New Holding226,5250.7%FinanceARISTA NETWORKS$6,643,191$699,698 ▲11.8%64,9320.7%Common StockTSMTaiwan Semiconductor Manufacturing$6,641,366$1,352,598 ▲25.6%29,3230.7%Computer and TechnologyGEGE Aerospace$6,355,513$6,355,513 ▲New Holding24,6920.7%AerospaceLAMRLamar Advertising$6,270,997$549,757 ▲9.6%51,6730.7%FinanceMAAMid-America Apartment Communities$6,242,213$296,910 ▲5.0%42,1740.7%FinanceNLYAnnaly Capital Management$6,012,357$433,424 ▲7.8%319,4670.6%FinanceVICIVICI Properties$5,832,973$395,244 ▲7.3%178,9250.6%FinanceMCOMoody's$5,776,449$5,776,449 ▲New Holding11,5160.6%FinanceAXPAmerican Express$5,759,404$388,830 ▲7.2%18,0560.6%FinanceCOSTCostco Wholesale$5,656,378$151,457 ▲2.8%5,7140.6%Retail/WholesaleBRK.BBerkshire Hathaway$5,653,093$158,852 ▲2.9%11,6370.6%FinanceBKNGBooking$5,621,002$5,621,002 ▲New Holding9710.6%Retail/WholesaleAXSAxis Capital$5,391,029$1,129,243 ▲26.5%51,9270.6%FinancePMPhilip Morris International$5,378,303$5,378,303 ▲New Holding29,5300.6%Consumer StaplesWMTWalmart$4,977,400$4,977,400 ▲New Holding50,9040.5%Retail/WholesalePGRProgressive$4,811,197$1,479,999 ▲44.4%18,0290.5%FinancePEAKHealthpeak Properties$4,740,972$362,755 ▲8.3%270,7580.5%FinanceEFAiShares MSCI EAFE ETF$4,566,605$4,822,619 ▼-51.4%51,0860.5%FinanceBKBank of New York Mellon$4,560,935$4,560,935 ▲New Holding50,0600.5%FinanceBABoeing$4,493,791$4,493,791 ▲New Holding21,4470.5%AerospaceSCHWCharles Schwab$4,450,656$4,450,656 ▲New Holding48,7800.5%FinanceRTXRTX$4,049,725$4,049,725 ▲New Holding27,7340.4%AerospaceXLKTechnology Select Sector SPDR Fund$3,655,032$315,264 ▲9.4%14,4340.4%ETFTSLATesla$3,200,429$563,212 ▲21.4%10,0750.3%Auto/Tires/TrucksVCSHVanguard Short-Term Corporate Bond ETF$2,826,451$130,618 ▲4.8%35,5530.3%ETFJPCNuveen Preferred & Income Opportunities Fund$2,524,853$17,740 ▲0.7%314,8190.3%Financial ServicesGE VERNOVA$2,492,540$2,492,540 ▲New Holding4,7100.3%Common StockXLEEnergy Select Sector SPDR Fund$2,469,493$595,195 ▲31.8%29,1180.3%ETFJPMJPMorgan Chase & Co.$2,387,357$4,946,917 ▼-67.4%8,2350.3%FinancePFFiShares Preferred and Income Securities ETF$2,084,388$1,104,075 ▼-34.6%67,9400.2%ETFHYGHiShares Interest Rate Hedged High Yield Bond ETF$2,002,206$199,883 ▲11.1%23,1390.2%ETFXLIIndustrial Select Sector SPDR Fund$1,887,075$191,333 ▲11.3%12,7920.2%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$1,813,981$40,957 ▲2.3%95,6230.2%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,771,748$2,011 ▼-0.1%18,5000.2%ETFNEANuveen AMT-Free Quality Municipal Income Fund$1,698,354$43,909 ▼-2.5%155,5270.2%Financial ServicesVYMVanguard High Dividend Yield ETF$1,688,176$264,344 ▼-13.5%12,6640.2%ETFLAM RESEARCH$1,649,935$6,230 ▼-0.4%16,9500.2%Common StockNADNuveen Quality Municipal Income Fund$1,562,794$31,928 ▼-2.0%138,4230.2%Financial ServicesNUVNuveen Municipal Value Fund$1,553,151$10,063 ▼-0.6%178,7280.2%FinanceSOXXiShares Semiconductor ETF$1,534,688$1,534,688 ▲New Holding6,4290.2%ETFPGXInvesco Preferred ETF$1,464,935$33,423 ▲2.3%131,6200.2%ETFVOOVanguard S&P 500 ETF$1,461,424$1,461,424 ▲New Holding2,5730.2%ETFGILDGilead Sciences$1,404,734$1,404,734 ▲New Holding12,6700.1%MedicalMSMorgan Stanley$1,307,384$1,307,384 ▲New Holding9,2810.1%FinanceBTZBlackRock Credit Allocation Income Trust$1,253,089$13,060 ▲1.1%114,7520.1%Financial ServicesVUGVanguard Growth ETF$1,238,165$1,330,238 ▼-51.8%2,8240.1%ETFAFLAflac$1,177,561$5,906 ▲0.5%11,1660.1%FinanceBARGraniteShares Gold Trust$1,171,936$2,730,590 ▼-70.0%35,9050.1%FinanceIYWiShares U.S. Technology ETF$1,157,731$1,053,948 ▼-47.7%6,6820.1%ManufacturingEFAViShares MSCI EAFE Min Vol Factor ETF$1,152,066$1,152,066 ▲New Holding13,7050.1%ETFFBNDFidelity Total Bond ETF$1,149,408$32,757 ▼-2.8%25,1240.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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