IBEX WEALTH ADVISORS Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$937.2B
Holdings
193
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (193 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 683,338 | $108.0B | 11.52% | |
| 2 | AVGOBROADCOM INC | 169,278 | $46.7B | 4.98% | |
| 3 | MSFTMICROSOFT CORP | 69,420 | $34.5B | 3.68% | |
| 4 | PLTRPALANTIR TECHNOLOGIES | 236,063 | $32.2B | 3.43% | |
| 5 | AAPLAPPLE INC | 111,081 | $22.8B | 2.43% | |
| 6 | WMBWILLIAMS COS | 346,789 | $21.8B | 2.32% | |
| 7 | IBMINTL BUSINESS | 63,996 | $18.9B | 2.01% | |
| 8 | JXNJACKSON FINANCIAL | 195,772 | $17.4B | 1.85% | |
| 9 | TAT&T INC | 592,694 | $17.2B | 1.83% | |
| 10 | AMZNAMAZON COM | 75,371 | $16.5B | 1.76% | |
| 11 | APPAPPLOVIN CORP | 45,005 | $15.8B | 1.68% | |
| 12 | OKEONEOK INC | 181,029 | $14.8B | 1.58% | |
| 13 | METAMETA PLATFORMS | 18,849 | $13.9B | 1.48% | |
| 14 | PANWPALO ALTO | 65,799 | $13.5B | 1.44% | |
| 15 | BACVERIZON COMMUNICATIONS | 310,868 | $13.5B | 1.44% | |
| 16 | TBILU S TREASURY | 260,015 | $13.0B | 1.39% | |
| 17 | MAMASTERCARD INC | 21,870 | $12.3B | 1.31% | |
| 18 | VRTVERTIV HOLDINGS | 93,862 | $12.1B | 1.29% | |
| 19 | VVISA INC | 33,545 | $11.9B | 1.27% | |
| 20 | KMIKINDER MORGAN | 400,356 | $11.8B | 1.26% | |
| 21 | HRBBLOCK H&R | 201,325 | $11.1B | 1.18% | |
| 22 | UNMUNUM GROUP | 136,491 | $11.0B | 1.18% | |
| 23 | COFCAPITAL ONE | 51,580 | $11.0B | 1.17% | |
| 24 | ABBVABBVIE INC | 58,426 | $10.8B | 1.16% | |
| 25 | SHELSHELL PLC | 151,522 | $10.7B | 1.14% | |
| 26 | OWLBLUE OWL | 536,032 | $10.3B | 1.10% | |
| 27 | GOOGLALPHABET INC | 57,959 | $10.2B | 1.09% | |
| 28 | LLYELI LILLY | 12,586 | $9.8B | 1.05% | |
| 29 | CMECME GROUP | 35,528 | $9.8B | 1.04% | |
| 30 | CCEPCOCA-COLA EUROPACIFIC | 100,928 | $9.4B | 1.00% | |
| 31 | VIRTVIRTU FINANCIAL | 193,464 | $8.7B | 0.92% | |
| 32 | AMGNAMGEN INC | 28,559 | $8.0B | 0.85% | |
| 33 | USMVISHARES MSCI | 84,804 | $8.0B | 0.85% | |
| 34 | IBKRINTERACTIVE BROKERS | 141,706 | $7.9B | 0.84% | |
| 35 | TFCTRUIST FINANCIAL | 180,528 | $7.8B | 0.83% | |
| 36 | BROBROWN & BROWN | 67,426 | $7.5B | 0.80% | |
| 37 | UBERUBER TECHNOLOGIES | 78,909 | $7.4B | 0.79% | |
| 38 | MRKMERCK & COMPANY | 91,716 | $7.3B | 0.77% | |
| 39 | ADCAGREE REALTY | 99,201 | $7.2B | 0.77% | |
| 40 | NFGNATIONAL FUEL | 85,379 | $7.2B | 0.77% | |
| 41 | CVXCHEVRON CORP | 50,398 | $7.2B | 0.77% | |
| 42 | BXSLBLACKSTONE SECURED | 234,636 | $7.2B | 0.77% | |
| 43 | FQIDIGITAL REALTY | 41,328 | $7.2B | 0.77% | |
| 44 | NDQINVESCO QQQ | 13,041 | $7.2B | 0.77% | |
| 45 | NFLXNETFLIX INC | 5,323 | $7.1B | 0.76% | |
| 46 | SPYSPDR S&P | 11,368 | $7.0B | 0.75% | |
| 47 | SMGSCOTTS MIRACLE-GRO | 105,700 | $7.0B | 0.74% | |
| 48 | BXBLACKSTONE INC | 46,383 | $6.9B | 0.74% | |
| 49 | CTRECARETRUST REIT | 226,525 | $6.9B | 0.74% | |
| 50 | ANETARISTA NETWORKS | 64,932 | $6.6B | 0.71% | |
| 51 | TSMTAIWAN SEMICONDUCTOR | 29,323 | $6.6B | 0.71% | |
| 52 | GEGE AEROSPACE | 24,692 | $6.4B | 0.68% | |
| 53 | LAMRLAMAR ADVERTISING | 51,673 | $6.3B | 0.67% | |
| 54 | MAAMID AMERICA | 42,174 | $6.2B | 0.67% | |
| 55 | NLYANNALY CAPITAL | 319,467 | $6.0B | 0.64% | |
| 56 | VICIVICI PROPERTIES | 178,925 | $5.8B | 0.62% | |
| 57 | MCOMOODYS CORP | 11,516 | $5.8B | 0.62% | |
| 58 | AXPAMERICAN EXPRESS | 18,056 | $5.8B | 0.61% | |
| 59 | COSTCOSTCO WHOLESALE | 5,714 | $5.7B | 0.60% | |
| 60 | BRK/BBERKSHIRE HATHAWAY | 11,637 | $5.7B | 0.60% | |
| 61 | BKNGBOOKING HOLDINGS | 971 | $5.6B | 0.60% | |
| 62 | AXSAXIS CAPITAL | 51,927 | $5.4B | 0.58% | |
| 63 | 4I1PHILIP MORRIS | 29,530 | $5.4B | 0.57% | |
| 64 | WMTWALMART INC | 50,904 | $5.0B | 0.53% | |
| 65 | PGRPROGRESSIVE CORP | 18,029 | $4.8B | 0.51% | |
| 66 | DOCHEALTHPEAK PPTYS | 270,758 | $4.7B | 0.51% | |
| 67 | EFAISHARES MSCI | 51,086 | $4.6B | 0.49% | |
| 68 | BKBANK NEW YORK | 50,060 | $4.6B | 0.49% | |
| 69 | BABOEING COMPANY | 21,447 | $4.5B | 0.48% | |
| 70 | SCHWSCHWAB CHARLES | 48,780 | $4.5B | 0.47% | |
| 71 | RTXRTX CORP | 27,734 | $4.0B | 0.43% | |
| 72 | XLKTECHNOLOGY SELECT | 14,434 | $3.7B | 0.39% | |
| 73 | TSLATESLA INC | 10,075 | $3.2B | 0.34% | |
| 74 | VCSHVANGUARD SHORT | 35,553 | $2.8B | 0.30% | |
| 75 | JPCNUVEEN PFD | 314,819 | $2.5B | 0.27% | |
| 76 | GEVGE VERNOVA | 4,710 | $2.5B | 0.27% | |
| 77 | XLEENERGY SELECT | 29,118 | $2.5B | 0.26% | |
| 78 | JPMJPMORGAN CHASE | 8,235 | $2.4B | 0.25% | |
| 79 | PFFISHARES PFD | 67,940 | $2.1B | 0.22% | |
| 80 | HYGHISHARES INTEREST | 23,139 | $2.0B | 0.21% | |
| 81 | XLIINDUSTRIAL SELECT | 12,792 | $1.9B | 0.20% | |
| 82 | PREFPRINCIPAL SPECTRUM | 95,623 | $1.8B | 0.19% | |
| 83 | IEFISHARES 7-10YR | 18,500 | $1.8B | 0.19% | |
| 84 | XNEAXNUVEEN AMT | 155,527 | $1.7B | 0.18% | |
| 85 | VYMVANGUARD HIGH | 12,664 | $1.7B | 0.18% | |
| 86 | LRCXLAM RESEARCH | 16,950 | $1.6B | 0.18% | |
| 87 | NADNUVEEN QUALITY | 138,423 | $1.6B | 0.17% | |
| 88 | NUVNUVEEN MUNICIPAL VALUE F | 178,728 | $1.6B | 0.17% | |
| 89 | SOXXISHARES SEMICONDUCTOR | 6,429 | $1.5B | 0.16% | |
| 90 | PGXINVESCO PFD | 131,620 | $1.5B | 0.16% | |
| 91 | VOOVANGUARD S&P | 2,573 | $1.5B | 0.16% | |
| 92 | GILDGILEAD SCIENCES | 12,670 | $1.4B | 0.15% | |
| 93 | DWDMORGAN STANLEY | 9,281 | $1.3B | 0.14% | |
| 94 | BTZBLACKROCK CREDIT | 114,752 | $1.3B | 0.13% | |
| 95 | VUGVANGUARD GROWTH | 2,824 | $1.2B | 0.13% | |
| 96 | AFLAFLAC INC | 11,166 | $1.2B | 0.13% | |
| 97 | BARGRANITESHARES GOLD | 35,905 | $1.2B | 0.13% | |
| 98 | IYWISHARES TECHNOLOGY | 6,682 | $1.2B | 0.12% | |
| 99 | EFAVISHARES MSCI | 13,705 | $1.2B | 0.12% | |
| 100 | FBNDFIDELITY TOTAL | 25,124 | $1.1B | 0.12% |
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