IBEX WEALTH ADVISORS Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$756.1B
Holdings
122
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 661,317 | $71.7B | 9.48% | |
| 2 | AAPLAPPLE INC | 136,618 | $30.3B | 4.01% | |
| 3 | MSFTMICROSOFT CORP | 68,511 | $25.7B | 3.40% | |
| 4 | AVGOBROADCOM INC | 151,869 | $25.4B | 3.36% | |
| 5 | WMBWILLIAMS COS | 340,287 | $20.3B | 2.69% | |
| 6 | OKEONEOK INC | 175,915 | $17.5B | 2.31% | |
| 7 | IBMINTL BUSINESS | 68,974 | $17.2B | 2.27% | |
| 8 | AMZNAMAZON COM | 86,914 | $16.5B | 2.19% | |
| 9 | VVISA INC | 45,680 | $16.0B | 2.12% | |
| 10 | JXNJACKSON FINANCIAL | 190,632 | $16.0B | 2.11% | |
| 11 | PLTRPALANTIR TECHNOLOGIES | 186,339 | $15.7B | 2.08% | |
| 12 | TAT&T INC | 555,802 | $15.7B | 2.08% | |
| 13 | ABBVABBVIE INC | 56,816 | $11.9B | 1.57% | |
| 14 | APPAPPLOVIN CORP | 44,087 | $11.7B | 1.55% | |
| 15 | MAMASTERCARD INC | 21,024 | $11.5B | 1.52% | |
| 16 | TBILU S TREASURY | 229,842 | $11.5B | 1.52% | |
| 17 | PANWPALO ALTO | 65,354 | $11.2B | 1.47% | |
| 18 | KMIKINDER MORGAN | 384,257 | $11.0B | 1.45% | |
| 19 | UNMUNUM GROUP | 131,641 | $10.7B | 1.42% | |
| 20 | HRBBLOCK H&R | 194,888 | $10.7B | 1.42% | |
| 21 | SHELSHELL PLC | 145,650 | $10.7B | 1.41% | |
| 22 | BACVERIZON COMMUNICATIONS | 232,150 | $10.5B | 1.39% | |
| 23 | GOOGLALPHABET INC | 67,623 | $10.5B | 1.38% | |
| 24 | OWLBLUE OWL | 520,969 | $10.4B | 1.38% | |
| 25 | LLYELI LILLY | 12,345 | $10.2B | 1.35% | |
| 26 | METAMETA PLATFORMS | 16,784 | $9.7B | 1.28% | |
| 27 | QCOMQUALCOMM INC | 60,618 | $9.3B | 1.23% | |
| 28 | AMGNAMGEN INC | 27,835 | $8.7B | 1.15% | |
| 29 | EFAISHARES MSCI | 105,036 | $8.6B | 1.14% | |
| 30 | BROBROWN & BROWN | 68,087 | $8.5B | 1.12% | |
| 31 | CCEPCOCA-COLA EUROPACIFIC | 96,396 | $8.4B | 1.11% | |
| 32 | CVXCHEVRON CORP | 47,640 | $8.0B | 1.05% | |
| 33 | NEENEXTERA ENERGY | 106,241 | $7.5B | 1.00% | |
| 34 | BXSLBLACKSTONE SECURED | 225,920 | $7.3B | 0.97% | |
| 35 | TFCTRUIST FINANCIAL | 176,762 | $7.3B | 0.96% | |
| 36 | ADCAGREE REALTY | 93,603 | $7.2B | 0.96% | |
| 37 | VIRTVIRTU FINANCIAL | 186,782 | $7.1B | 0.94% | |
| 38 | MAAMID AMERICA | 40,168 | $6.7B | 0.89% | |
| 39 | CFGCITIZENS FINANCIAL | 161,423 | $6.6B | 0.87% | |
| 40 | NFGNATIONAL FUEL | 82,185 | $6.5B | 0.86% | |
| 41 | JPMJPMORGAN CHASE | 25,299 | $6.2B | 0.82% | |
| 42 | NDQINVESCO QQQ | 12,911 | $6.1B | 0.80% | |
| 43 | BRK/BBERKSHIRE HATHAWAY | 11,310 | $6.0B | 0.80% | |
| 44 | NLYANNALY CAPITAL | 296,437 | $6.0B | 0.80% | |
| 45 | BXBLACKSTONE INC | 42,679 | $6.0B | 0.79% | |
| 46 | CMECME GROUP | 22,332 | $5.9B | 0.78% | |
| 47 | USMVISHARES MSCI | 61,771 | $5.8B | 0.77% | |
| 48 | IBKRINTERACTIVE BROKERS | 34,643 | $5.7B | 0.76% | |
| 49 | FQIDIGITAL REALTY | 38,619 | $5.5B | 0.73% | |
| 50 | VICIVICI PROPERTIES | 166,801 | $5.4B | 0.72% | |
| 51 | LAMRLAMAR ADVERTISING | 47,143 | $5.4B | 0.71% | |
| 52 | VRTVERTIV HOLDINGS | 73,739 | $5.3B | 0.70% | |
| 53 | COSTCOSTCO WHOLESALE | 5,561 | $5.3B | 0.70% | |
| 54 | UBERUBER TECHNOLOGIES | 70,001 | $5.1B | 0.67% | |
| 55 | DOCHEALTHPEAK PPTYS | 250,041 | $5.1B | 0.67% | |
| 56 | SPYSPDR S&P | 8,805 | $4.9B | 0.65% | |
| 57 | BLKBLACKROCK FDG | 5,084 | $4.8B | 0.64% | |
| 58 | NFLXNETFLIX INC | 5,018 | $4.7B | 0.62% | |
| 59 | AXPAMERICAN EXPRESS | 16,837 | $4.5B | 0.60% | |
| 60 | ANETARISTA NETWORKS | 58,093 | $4.5B | 0.60% | |
| 61 | NEMNEWMONT CORP | 89,542 | $4.3B | 0.57% | |
| 62 | LYBLYONDELLBASELL INDUSTRIE | 59,936 | $4.2B | 0.56% | |
| 63 | AXSAXIS CAPITAL | 41,050 | $4.1B | 0.54% | |
| 64 | PHPARKER-HANNIFIN CORP | 6,628 | $4.0B | 0.53% | |
| 65 | TSMTAIWAN SEMICONDUCTOR | 23,351 | $3.9B | 0.51% | |
| 66 | BARGRANITESHARES GOLD | 119,563 | $3.7B | 0.49% | |
| 67 | PGRPROGRESSIVE CORP | 12,483 | $3.5B | 0.47% | |
| 68 | EMREMERSON ELECTRIC | 30,723 | $3.4B | 0.45% | |
| 69 | PFFISHARES PFD | 103,927 | $3.2B | 0.42% | |
| 70 | XLKTECHNOLOGY SELECT | 13,189 | $2.7B | 0.36% | |
| 71 | VCSHVANGUARD SHORT | 33,910 | $2.7B | 0.35% | |
| 72 | JPCNUVEEN PFD | 312,607 | $2.5B | 0.33% | |
| 73 | VUGVANGUARD GROWTH | 5,858 | $2.2B | 0.29% | |
| 74 | TSLATESLA INC | 8,302 | $2.2B | 0.28% | |
| 75 | GXCSPDR S&P | 24,153 | $2.1B | 0.27% | |
| 76 | XLEENERGY SELECT | 22,100 | $2.1B | 0.27% | |
| 77 | CQQQINVESCO CHINA | 45,002 | $2.0B | 0.26% | |
| 78 | VYMVANGUARD HIGH | 14,647 | $1.9B | 0.25% | |
| 79 | IYWISHARES TECHNOLOGY | 12,765 | $1.8B | 0.24% | |
| 80 | XNEAXNUVEEN AMT | 159,548 | $1.8B | 0.24% | |
| 81 | XLFFINANCIAL SELECT | 35,853 | $1.8B | 0.24% | |
| 82 | IGVISHARES EXPANDED | 20,025 | $1.8B | 0.24% | |
| 83 | HYGHISHARES INTEREST | 20,829 | $1.8B | 0.23% | |
| 84 | IEFISHARES 7-10YR | 18,521 | $1.8B | 0.23% | |
| 85 | PREFPRINCIPAL SPECTRUM | 93,464 | $1.7B | 0.23% | |
| 86 | NADNUVEEN QUALITY | 141,251 | $1.6B | 0.22% | |
| 87 | NUVNUVEEN MUNICIPAL VALUE F | 179,886 | $1.6B | 0.21% | |
| 88 | KBESPDR S&P | 28,996 | $1.5B | 0.20% | |
| 89 | XLIINDUSTRIAL SELECT | 11,495 | $1.5B | 0.20% | |
| 90 | IMCGISHARES MORNINGSTAR | 20,428 | $1.5B | 0.19% | |
| 91 | PGXINVESCO PFD | 128,617 | $1.4B | 0.19% | |
| 92 | JETSU S GLOBAL | 67,878 | $1.4B | 0.19% | |
| 93 | RPGINVESCO S&P | 35,651 | $1.4B | 0.18% | |
| 94 | ITOTISHARES CORE | 11,031 | $1.3B | 0.18% | |
| 95 | LRCXLAM RESEARCH | 17,014 | $1.2B | 0.16% | |
| 96 | AFLAFLAC INC | 11,110 | $1.2B | 0.16% | |
| 97 | BTZBLACKROCK CREDIT | 113,556 | $1.2B | 0.16% | |
| 98 | FBNDFIDELITY TOTAL | 25,840 | $1.2B | 0.16% | |
| 99 | BHKBLACKROCK CORE | 104,587 | $1.1B | 0.15% | |
| 100 | MUBISHARES NATIONAL | 10,274 | $1.1B | 0.14% |
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