Ibex Wealth Advisors Top Holdings and 13F Report (2026) About Ibex Wealth AdvisorsInvestment ActivityIbex Wealth Advisors has $1.07 billion in total holdings as of March 31, 2026.Ibex Wealth Advisors owns shares of 203 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 19.56% of the portfolio was purchased this quarter.About 12.11% of the portfolio was sold this quarter.This quarter, Ibex Wealth Advisors has purchased 123 new stocks and bought additional shares in 63 stocks.Ibex Wealth Advisors sold shares of 41 stocks and completely divested from 11 stocks this quarter.Largest Holdings NVIDIA $118,577,230Broadcom $45,266,362Apple $29,853,407Microsoft $26,815,137PALANTIR TECHNOLOGIES $26,702,534 Largest New Holdings this Quarter 72201R833 - PIMCO Enhanced Short Maturity Exchange-Traded Fund $25,653,692 Holding30231G102 - ExxonMobil $15,026,126 Holding980745103 - Woodward $9,414,280 Holding44107P104 - Host Hotels & Resorts $7,867,433 Holding032095101 - Amphenol $7,759,681 Holding Largest Purchases this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 255,083 shares (about $25.65M)ExxonMobil 88,566 shares (about $15.03M)Woodward 26,303 shares (about $9.41M)Host Hotels & Resorts 410,618 shares (about $7.87M)Amphenol 61,414 shares (about $7.76M) Largest Sales this Quarter Gilead Sciences 53,231 shares (about $7.42M)Broadcom 22,002 shares (about $6.81M)Mastercard 13,116 shares (about $6.55M)GE Aerospace 20,780 shares (about $5.90M)Alphabet 17,715 shares (about $5.08M) 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$118,577,230$453,091 ▼-0.4%679,91611.0%Computer and TechnologyAVGOBroadcom$45,266,362$6,809,825 ▼-13.1%146,2524.2%Computer and TechnologyAAPLApple$29,853,407$1,061,099 ▲3.7%117,6302.8%Computer and TechnologyMSFTMicrosoft$26,815,137$3,242,322 ▼-10.8%72,4402.5%Computer and TechnologyPALANTIR TECHNOLOGIES$26,702,534$1,009,332 ▼-3.6%182,5442.5%Common StockWMBWilliams Companies$25,930,751$696,649 ▲2.8%356,2902.4%EnergyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$25,653,692$25,653,692 ▲New Holding255,0832.4%ETFVRTVertiv$24,935,527$474,099 ▲1.9%99,5112.3%Computer and TechnologyJXNJackson Financial$21,114,685$379,217 ▲1.8%199,7232.0%FinanceTBILUS Treasury 3 Month Bill ETF$19,486,577$3,202,307 ▲19.7%390,8261.8%ETFGOOGLAlphabet$19,013,241$784,179 ▲4.3%66,1191.8%Computer and TechnologyKMIKinder Morgan$18,818,298$679,418 ▲3.7%561,2381.8%EnergyAPPLOVIN CORP$18,201,734$310,440 ▲1.7%45,7331.7%Common StockABBVAbbVie$18,038,375$5,130,799 ▲39.8%82,9391.7%MedicalMUMicron Technology$17,313,711$214,192 ▲1.3%51,2481.6%Computer and TechnologyAMZNAmazon.com$17,145,826$759,769 ▲4.6%82,3251.6%Retail/WholesaleTAT&T$16,939,780$929,535 ▲5.8%584,3321.6%Computer and TechnologyOKEONEOK$16,909,865$570,812 ▲3.5%187,0771.6%EnergyVZVerizon Communications$16,381,335$1,139,237 ▲7.5%326,3221.5%Computer and TechnologyAMGNAmgen$15,387,746$5,220,377 ▲51.3%43,7341.4%MedicalXOMExxonMobil$15,026,126$15,026,126 ▲New Holding88,5661.4%EnergySHELShell$14,974,565$696,569 ▲4.9%161,0171.4%EnergyNLYAnnaly Capital Management$14,171,151$980,218 ▲7.4%670,0311.3%FinanceTSMTaiwan Semiconductor Manufacturing$12,410,683$1,214,269 ▲10.8%36,7231.2%Computer and TechnologyMRKMerck & Co., Inc.$12,167,058$753,976 ▲6.6%101,1481.1%MedicalCVXChevron$11,702,114$855,329 ▲7.9%56,5591.1%EnergyVVisa$10,882,581$257,504 ▲2.4%36,0071.0%Business ServicesIBKRInteractive Brokers Group$10,713,948$352,184 ▲3.4%159,7431.0%FinancePFEPfizer$10,578,333$998,919 ▲10.4%376,7211.0%MedicalCMECME Group$10,260,815$663,655 ▲6.9%34,7411.0%FinanceMETAMeta Platforms$10,116,125$359,288 ▲3.7%17,6820.9%Computer and TechnologyPANWPalo Alto Networks$9,494,290$1,536,504 ▼-13.9%59,2210.9%Computer and TechnologyWWDWoodward$9,414,280$9,414,280 ▲New Holding26,3030.9%AerospaceCARETRUST REIT$9,213,546$653,506 ▲7.6%251,3930.9%Common StockGE VERNOVA$9,176,805$5,050,603 ▲122.4%10,5130.9%Common StockARISTA NETWORKS$9,105,619$439,307 ▲5.1%74,1620.8%Common StockKIMKimco Realty$9,068,837$1,371,747 ▲17.8%403,5980.8%FinanceHWMHowmet Aerospace$9,052,283$514,389 ▲6.0%39,2790.8%AerospaceTFCTruist Financial$8,902,212$515,553 ▲6.1%193,6530.8%FinanceNFGNational Fuel Gas$8,857,866$631,315 ▲7.7%94,2730.8%EnergyLAM RESEARCH$8,515,618$4,893,446 ▲135.1%39,8560.8%Common StockADCAgree Realty$8,197,819$721,237 ▲9.6%108,7530.8%FinanceSNEXStoneX Group$8,088,310$3,135,834 ▲63.3%100,2890.8%FinanceHSTHost Hotels & Resorts$7,867,433$7,867,433 ▲New Holding410,6180.7%FinanceAPHAmphenol$7,759,681$7,759,681 ▲New Holding61,4140.7%Computer and TechnologyQQQInvesco QQQ$7,673,653$43,866 ▲0.6%13,2950.7%FinanceAEPAmerican Electric Power$7,552,787$399,923 ▲5.6%57,6200.7%UtilitiesLAMRLamar Advertising$7,479,365$722,845 ▲10.7%59,0510.7%FinanceLLYEli Lilly and Company$7,443,861$851,726 ▲12.9%8,0930.7%MedicalJPMJPMorgan Chase & Co.$7,422,618$149,729 ▲2.1%25,2330.7%FinanceSPYSPDR S&P 500 ETF Trust$7,147,366$325,826 ▼-4.4%10,9900.7%FinanceUSMViShares MSCI USA Min Vol Factor ETF$7,035,258$677,744 ▼-8.8%75,8600.7%ETFCATCaterpillar$7,026,085$7,026,085 ▲New Holding9,9170.7%IndustrialsUNHUnitedHealth Group$7,005,247$692,434 ▲11.0%25,8890.7%MedicalBKBNY$6,999,627$141,407 ▲2.1%59,0040.7%FinanceCOFCapital One Financial$6,914,472$4,122,924 ▼-37.4%37,9020.6%FinanceRTXRTX$6,753,543$772,170 ▲12.9%35,0110.6%AerospaceSLGSL Green Realty$6,737,229$6,737,229 ▲New Holding182,3830.6%FinanceAMCOR PLC$6,732,026$6,732,026 ▲New Holding169,3580.6%Common StockNEMNewmont$6,627,531$508,994 ▲8.3%61,2240.6%Basic MaterialsIVZInvesco$6,596,682$6,192,546 ▲1,532.3%271,5810.6%FinanceIBMInternational Business Machines$6,546,467$3,719,958 ▼-36.2%27,0080.6%Computer and TechnologyWALMART INC$6,440,280$171,754 ▲2.7%51,8210.6%Common StockBXBlackstone$5,980,170$479,499 ▲8.7%52,0070.6%FinanceSCHWCharles Schwab$5,578,170$588,501 ▲11.8%59,3550.5%FinanceLINDE PLC$5,265,469$5,265,469 ▲New Holding10,6210.5%Common StockEFAiShares MSCI EAFE ETF$5,143,525$130,251 ▲2.6%52,9550.5%FinancePMPhilip Morris International$5,115,601$5,115,601 ▲New Holding30,9400.5%Consumer StaplesCSCOCisco Systems$5,020,086$5,020,086 ▲New Holding64,7000.5%Computer and TechnologyEMBRAER S A$4,936,945$519,756 ▲11.8%83,1980.5%Common StockCMCSAComcast$4,832,543$457,665 ▲10.5%168,3230.4%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$3,730,455$55,286 ▼-1.5%28,0700.3%ETFPGRProgressive$3,438,668$3,438,668 ▲New Holding17,3460.3%FinanceXLEEnergy Select Sector SPDR Fund$2,847,539$14,335 ▲0.5%46,4830.3%ETFTSLATesla$2,439,065$989,232 ▼-28.9%6,5610.2%Auto/Tires/TrucksSOXXiShares Semiconductor ETF$2,412,468$81,840 ▼-3.3%7,3400.2%ETFJPCNuveen Preferred & Income Opportunities Fund$2,202,037$5,670 ▼-0.3%292,0470.2%Financial ServicesVOOVanguard S&P 500 ETF$2,152,557$2,390 ▲0.1%3,6030.2%ETFGILDGilead Sciences$2,135,586$7,418,872 ▼-77.6%15,3230.2%MedicalIYWiShares U.S. Technology ETF$2,002,003$68,034 ▼-3.3%11,0350.2%ManufacturingGSThe Goldman Sachs Group$1,987,430$4,488,427 ▼-69.3%2,3490.2%FinancePFFiShares Preferred and Income Securities ETF$1,986,206$116,459 ▲6.2%65,5080.2%ETFOEFiShares S&P 100 ETF$1,726,246$171,766 ▼-9.0%5,4270.2%ETFNEANuveen AMT-Free Quality Municipal Income Fund$1,701,311$51,692 ▼-2.9%151,4970.2%Financial ServicesGEGE Aerospace$1,673,929$5,896,634 ▼-77.9%5,8990.2%AerospaceIEFiShares 7-10 Year Treasury Bond ETF$1,575,143$85,133 ▼-5.1%16,5040.1%ETFVYMVanguard High Dividend Yield ETF$1,573,527$197,135 ▼-11.1%10,6240.1%ETFPREFPrincipal Spectrum Preferred Securities Active ETF$1,547,699$3,820 ▼-0.2%82,2370.1%ETFBARGraniteShares Gold Trust$1,515,509$77,545 ▼-4.9%32,8530.1%FinanceNADNuveen Quality Municipal Income Fund$1,468,369$52,958 ▼-3.5%127,6830.1%Financial ServicesIAUiShares Gold Trust$1,467,248$151,283 ▼-9.3%16,6430.1%FinanceNUVNuveen Municipal Value Fund$1,458,104$70,095 ▼-4.6%162,1910.1%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,392,584$1,612,407 ▼-53.7%17,5670.1%ETFPGXInvesco Preferred ETF$1,317,532$9,890 ▲0.8%121,0970.1%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,310,0780.0%14,3380.1%ETFMSMorgan Stanley$1,307,579$4,414,005 ▼-77.1%7,9450.1%FinanceVUGVanguard Growth ETF$1,296,184$1,296,184 ▲New Holding2,9680.1%ETFXLIIndustrial Select Sector SPDR Fund$1,205,775$1,205,775 ▲New Holding7,4560.1%ETFIEFAiShares Core MSCI EAFE ETF$1,202,806$2,716 ▲0.2%13,2860.1%ETFAXPAmerican Express$1,109,890$4,948,978 ▼-81.7%3,6690.1%FinanceShowing largest 100 holdings. 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