IBEX WEALTH ADVISORS Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$756.1M
Holdings
122
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (122 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORP | $71.7M |
AAPLAPPLE INC | $30.3M |
MSFTMICROSOFT CORP | $25.7M |
AVGOBROADCOM INC | $25.4M |
WMBWILLIAMS COS | $20.3M |
OKEONEOK INC | $17.5M |
IBMINTL BUSINESS | $17.2M |
AMZNAMAZON COM | $16.5M |
VVISA INC | $16.0M |
JXNJACKSON FINANCIAL | $16.0M |
PLTRPALANTIR TECHNOLOGIES | $15.7M |
TAT&T INC | $15.7M |
ABBVABBVIE INC | $11.9M |
APPAPPLOVIN CORP | $11.7M |
MAMASTERCARD INC | $11.5M |
TBILU S TREASURY | $11.5M |
PANWPALO ALTO | $11.2M |
KMIKINDER MORGAN | $11.0M |
UNMUNUM GROUP | $10.7M |
HRBBLOCK H&R | $10.7M |
SHELSHELL PLC | $10.7M |
BACVERIZON COMMUNICATIONS | $10.5M |
GOOGLALPHABET INC | $10.5M |
OWLBLUE OWL | $10.4M |
LLYELI LILLY | $10.2M |
METAMETA PLATFORMS | $9.7M |
QCOMQUALCOMM INC | $9.3M |
AMGNAMGEN INC | $8.7M |
EFAISHARES MSCI | $8.6M |
BROBROWN & BROWN | $8.5M |
CCEPCOCA-COLA EUROPACIFIC | $8.4M |
CVXCHEVRON CORP | $8.0M |
NEENEXTERA ENERGY | $7.5M |
BXSLBLACKSTONE SECURED | $7.3M |
TFCTRUIST FINANCIAL | $7.3M |
ADCAGREE REALTY | $7.2M |
VIRTVIRTU FINANCIAL | $7.1M |
MAAMID AMERICA | $6.7M |
CFGCITIZENS FINANCIAL | $6.6M |
NFGNATIONAL FUEL | $6.5M |
JPMJPMORGAN CHASE | $6.2M |
NDQINVESCO QQQ | $6.1M |
BRK/BBERKSHIRE HATHAWAY | $6.0M |
NLYANNALY CAPITAL | $6.0M |
BXBLACKSTONE INC | $6.0M |
CMECME GROUP | $5.9M |
USMVISHARES MSCI | $5.8M |
IBKRINTERACTIVE BROKERS | $5.7M |
FQIDIGITAL REALTY | $5.5M |
VICIVICI PROPERTIES | $5.4M |
LAMRLAMAR ADVERTISING | $5.4M |
VRTVERTIV HOLDINGS | $5.3M |
COSTCOSTCO WHOLESALE | $5.3M |
UBERUBER TECHNOLOGIES | $5.1M |
DOCHEALTHPEAK PPTYS | $5.1M |
SPYSPDR S&P | $4.9M |
BLKBLACKROCK FDG | $4.8M |
NFLXNETFLIX INC | $4.7M |
AXPAMERICAN EXPRESS | $4.5M |
ANETARISTA NETWORKS | $4.5M |
NEMNEWMONT CORP | $4.3M |
LYBLYONDELLBASELL INDUSTRIE | $4.2M |
AXSAXIS CAPITAL | $4.1M |
PHPARKER-HANNIFIN CORP | $4.0M |
TSMTAIWAN SEMICONDUCTOR | $3.9M |
BARGRANITESHARES GOLD | $3.7M |
PGRPROGRESSIVE CORP | $3.5M |
EMREMERSON ELECTRIC | $3.4M |
PFFISHARES PFD | $3.2M |
XLKTECHNOLOGY SELECT | $2.7M |
VCSHVANGUARD SHORT | $2.7M |
JPCNUVEEN PFD | $2.5M |
VUGVANGUARD GROWTH | $2.2M |
TSLATESLA INC | $2.2M |
GXCSPDR S&P | $2.1M |
XLEENERGY SELECT | $2.1M |
CQQQINVESCO CHINA | $2.0M |
VYMVANGUARD HIGH | $1.9M |
IYWISHARES TECHNOLOGY | $1.8M |
XNEAXNUVEEN AMT | $1.8M |
XLFFINANCIAL SELECT | $1.8M |
IGVISHARES EXPANDED | $1.8M |
HYGHISHARES INTEREST | $1.8M |
IEFISHARES 7-10YR | $1.8M |
PREFPRINCIPAL SPECTRUM | $1.7M |
NADNUVEEN QUALITY | $1.6M |
NUVNUVEEN MUNICIPAL VALUE F | $1.6M |
KBESPDR S&P | $1.5M |
XLIINDUSTRIAL SELECT | $1.5M |
IMCGISHARES MORNINGSTAR | $1.5M |
PGXINVESCO PFD | $1.4M |
JETSU S GLOBAL | $1.4M |
RPGINVESCO S&P | $1.4M |
ITOTISHARES CORE | $1.3M |
LRCXLAM RESEARCH | $1.2M |
AFLAFLAC INC | $1.2M |
BTZBLACKROCK CREDIT | $1.2M |
FBNDFIDELITY TOTAL | $1.2M |
BHKBLACKROCK CORE | $1.1M |
MUBISHARES NATIONAL | $1.1M |
Page 1 of 2Next