IBEX WEALTH ADVISORS
CIK: 0001686242SEC EDGAR →
Portfolio Value
$958K
Holdings
123
As of
Q4 2025
New Positions
24
Closed Positions
14
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORP | 682,514 | $127K | 13.26% |
| 2 | BROADCOM INC | 168,254 | $58K | 6.05% |
| 3 | MICROSOFT CORP | 81,199 | $39K | 4.07% |
| 4 | PALANTIR TECHNOLOGIES | 189,444 | $33K | 3.44% |
| 5 | APPLOVIN CORP | 44,953 | $30K | 3.13% |
| 6 | APPLE INC | 113,449 | $30K | 3.13% |
| 7 | JACKSON FINANCIAL | 196,136 | $20K | 2.09% |
| 8 | WILLIAMS COS | 346,718 | $20K | 2.09% |
| 9 | ALPHABET INC | 63,392 | $19K | 1.98% |
| 10 | AMAZON COM | 78,677 | $18K | 1.88% |
Quarterly Changes
New Positions (9)
Closed Positions (89)
$9K · 542K shares
$6K · 236K shares
$6K · 22K shares
$6K · 78K shares
$5K · 12K shares
$4K · 72K shares
$4K · 19K shares
$4K · 23K shares
$3K · 43K shares
$1K · 4K shares
$1K · 6K shares
$1K · 13K shares
$1K · 11K shares
$1K · 2K shares
$1K · 6K shares
$1K · 7K shares
$1K · 5K shares
$0 · 1K shares
$0 · 931 shares
$0 · 8K shares
$0 · 4K shares
$0 · 3K shares
$0 · 1K shares
$0 · 3K shares
$0 · 9K shares
$0 · 10K shares
$0 · 1K shares
$0 · 6K shares
$0 · 2K shares
$0 · 2K shares
$0 · 3K shares
$0 · 12K shares
$0 · 5K shares
$0 · 740 shares
$0 · 5K shares
$0 · 2K shares
$0 · 993 shares
$0 · 602 shares
$0 · 3K shares
$0 · 5K shares
$0 · 3K shares
$0 · 701 shares
$0 · 7K shares
$0 · 4K shares
$0 · 3K shares
$0 · 4K shares
$0 · 2K shares
$0 · 7K shares
$0 · 5K shares
$0 · 3K shares
$0 · 925 shares
$0 · 5K shares
$0 · 1K shares
$0 · 8K shares
$0 · 2K shares
$0 · 5K shares
$0 · 5K shares
$0 · 18K shares
$0 · 9K shares
$0 · 11K shares
$0 · 997 shares
$0 · 6K shares
$0 · 546 shares
$0 · 7K shares
$0 · 1K shares
$0 · 5K shares
$0 · 3K shares
$0 · 3K shares
$0 · 9K shares
$0 · 3K shares
$0 · 2K shares
$0 · 563 shares
$0 · 5K shares
$0 · 854 shares
$0 · 2K shares
$0 · 3K shares
$0 · 6K shares
$0 · 8K shares
$0 · 5K shares
$0 · 9K shares
$0 · 498 shares
$0 · 3K shares
$0 · 3K shares
$0 · 1K shares
$0 · 5K shares
$0 · 7K shares
$0 · 3K shares
$0 · 2K shares
$0 · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $389K | 40.6% |
| Financial Services | 51 | $220K | 23.0% |
| Energy | 6 | $72K | 7.5% |
| Healthcare | 8 | $64K | 6.7% |
| Communication Services | 7 | $53K | 5.5% |
| Real Estate | 6 | $47K | 4.9% |
| Industrials | 5 | $39K | 4.1% |
| Consumer Cyclical | 4 | $26K | 2.7% |
| Unknown | 8 | $23K | 2.4% |
| Basic Materials | 2 | $11K | 1.1% |
| Utilities | 4 | $9K | 0.9% |
| Consumer Defensive | 1 | $5K | 0.5% |