IBEX WEALTH ADVISORS Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.0T
Holdings
203
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (203 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORP | 687,364 | $128.2B | 12.28% | |
| 2 | AVGOBROADCOM INC | 171,385 | $56.5B | 5.42% | |
| 3 | PLTRPALANTIR TECHNOLOGIES | 236,473 | $43.1B | 4.13% | |
| 4 | MSFTMICROSOFT CORP | 69,886 | $36.2B | 3.47% | |
| 5 | APPAPPLOVIN CORP | 45,663 | $32.8B | 3.14% | |
| 6 | AAPLAPPLE INC | 112,724 | $28.7B | 2.75% | |
| 7 | WMBWILLIAMS COS | 349,114 | $22.1B | 2.12% | |
| 8 | AMZNAMAZON COM | 97,124 | $21.3B | 2.04% | |
| 9 | JXNJACKSON FINANCIAL | 196,221 | $19.9B | 1.90% | |
| 10 | TAT&T INC | 602,632 | $17.0B | 1.63% | |
| 11 | METAMETA PLATFORMS | 21,320 | $15.7B | 1.50% | |
| 12 | TBILU S TREASURY | 293,321 | $14.7B | 1.40% | |
| 13 | VRTVERTIV HOLDINGS | 95,858 | $14.5B | 1.39% | |
| 14 | GOOGLALPHABET INC | 58,428 | $14.2B | 1.36% | |
| 15 | ABBVABBVIE INC | 58,897 | $13.6B | 1.31% | |
| 16 | PANWPALO ALTO | 66,939 | $13.6B | 1.31% | |
| 17 | BACVERIZON COMMUNICATIONS | 305,238 | $13.4B | 1.28% | |
| 18 | OKEONEOK INC | 182,406 | $13.3B | 1.27% | |
| 19 | MAMASTERCARD INC | 21,551 | $12.3B | 1.17% | |
| 20 | COFCAPITAL ONE | 55,705 | $11.8B | 1.13% | |
| 21 | VVISA INC | 34,407 | $11.7B | 1.13% | |
| 22 | KMIKINDER MORGAN | 404,831 | $11.5B | 1.10% | |
| 23 | SHELSHELL PLC | 152,687 | $10.9B | 1.05% | |
| 24 | IBKRINTERACTIVE BROKERS | 146,353 | $10.1B | 0.96% | |
| 25 | ANETARISTA NETWORKS | 67,189 | $9.8B | 0.94% | |
| 26 | UNMUNUM GROUP | 125,591 | $9.8B | 0.94% | |
| 27 | OWLBLUE OWL | 542,040 | $9.2B | 0.88% | |
| 28 | CMECME GROUP | 33,166 | $9.0B | 0.86% | |
| 29 | TSMTAIWAN SEMICONDUCTOR | 30,843 | $8.6B | 0.83% | |
| 30 | TFCTRUIST FINANCIAL | 182,148 | $8.3B | 0.80% | |
| 31 | UBERUBER TECHNOLOGIES | 82,998 | $8.1B | 0.78% | |
| 32 | AMGNAMGEN INC | 28,801 | $8.1B | 0.78% | |
| 33 | BXBLACKSTONE INC | 47,186 | $8.1B | 0.77% | |
| 34 | MUMICRON TECHNOLOGY INC | 48,125 | $8.1B | 0.77% | |
| 35 | USMVISHARES MSCI | 84,374 | $8.0B | 0.77% | |
| 36 | NFGNATIONAL FUEL | 86,520 | $8.0B | 0.77% | |
| 37 | CTRECARETRUST REIT | 230,082 | $8.0B | 0.76% | |
| 38 | CVXCHEVRON CORP | 50,968 | $7.9B | 0.76% | |
| 39 | NDQINVESCO QQQ | 13,113 | $7.9B | 0.75% | |
| 40 | MRKMERCK & COMPANY | 93,249 | $7.8B | 0.75% | |
| 41 | UNHUNITEDHEALTH GROUP | 22,642 | $7.8B | 0.75% | |
| 42 | GEGE AEROSPACE | 25,928 | $7.8B | 0.75% | |
| 43 | FQIDIGITAL REALTY | 41,899 | $7.2B | 0.69% | |
| 44 | ADCAGREE REALTY | 99,448 | $7.1B | 0.68% | |
| 45 | VIRTVIRTU FINANCIAL | 196,421 | $7.0B | 0.67% | |
| 46 | SPYSPDR S&P | 10,463 | $7.0B | 0.67% | |
| 47 | HWMHOWMET AEROSPACE | 34,370 | $6.7B | 0.65% | |
| 48 | IBMINTL BUSINESS | 23,806 | $6.7B | 0.64% | |
| 49 | NLYANNALY CAPITAL | 325,168 | $6.6B | 0.63% | |
| 50 | AREALEXANDRIA REAL | 78,003 | $6.5B | 0.62% | |
| 51 | LAMRLAMAR ADVERTISING | 52,395 | $6.4B | 0.61% | |
| 52 | AXPAMERICAN EXPRESS | 19,262 | $6.4B | 0.61% | |
| 53 | ORCLORACLE CORP | 22,304 | $6.3B | 0.60% | |
| 54 | BXSLBLACKSTONE SECURED | 235,705 | $6.1B | 0.59% | |
| 55 | SMGSCOTTS MIRACLE-GRO | 106,520 | $6.1B | 0.58% | |
| 56 | BKBANK NEW YORK | 54,952 | $6.0B | 0.57% | |
| 57 | VICIVICI PROPERTIES | 182,010 | $5.9B | 0.57% | |
| 58 | GSGOLDMAN SACHS | 7,376 | $5.9B | 0.56% | |
| 59 | AEPAMERICAN ELECTRIC | 52,209 | $5.9B | 0.56% | |
| 60 | MCOMOODYS CORP | 12,238 | $5.8B | 0.56% | |
| 61 | BKNGBOOKING HOLDINGS | 1,045 | $5.6B | 0.54% | |
| 62 | HRBBLOCK H&R | 103,519 | $5.2B | 0.50% | |
| 63 | DWDMORGAN STANLEY | 32,906 | $5.2B | 0.50% | |
| 64 | SNEXSTONEX GROUP | 51,673 | $5.2B | 0.50% | |
| 65 | LLYELI LILLY | 6,689 | $5.1B | 0.49% | |
| 66 | RTXRTX CORP | 30,380 | $5.1B | 0.49% | |
| 67 | KIMKIMCO REALTY | 227,634 | $5.0B | 0.48% | |
| 68 | SCHWSCHWAB CHARLES | 51,820 | $4.9B | 0.47% | |
| 69 | BABOEING COMPANY | 22,894 | $4.9B | 0.47% | |
| 70 | GOOGALPHABET INC | 19,700 | $4.8B | 0.46% | |
| 71 | WMTWALMART INC | 46,326 | $4.8B | 0.46% | |
| 72 | EFAISHARES MSCI | 50,965 | $4.8B | 0.46% | |
| 73 | PGRPROGRESSIVE CORP | 19,047 | $4.7B | 0.45% | |
| 74 | CGCARLYLE GROUP | 71,565 | $4.5B | 0.43% | |
| 75 | BLKBLACKROCK FDG | 3,682 | $4.3B | 0.41% | |
| 76 | XLKTECHNOLOGY SELECT | 14,359 | $4.0B | 0.39% | |
| 77 | DYHTARGET CORP | 42,961 | $3.9B | 0.37% | |
| 78 | TSLATESLA INC | 7,765 | $3.5B | 0.33% | |
| 79 | VCSHVANGUARD SHORT | 37,567 | $3.0B | 0.29% | |
| 80 | GEVGE VERNOVA | 4,727 | $2.9B | 0.28% | |
| 81 | JPMJPMORGAN CHASE | 8,692 | $2.7B | 0.26% | |
| 82 | JPCNUVEEN PFD | 316,087 | $2.6B | 0.25% | |
| 83 | LRCXLAM RESEARCH | 16,949 | $2.3B | 0.22% | |
| 84 | SOXXISHARES SEMICONDUCTOR | 7,971 | $2.2B | 0.21% | |
| 85 | HYGHISHARES INTEREST | 24,610 | $2.1B | 0.20% | |
| 86 | PFFISHARES PFD | 67,177 | $2.1B | 0.20% | |
| 87 | XLEENERGY SELECT | 23,690 | $2.1B | 0.20% | |
| 88 | XLIINDUSTRIAL SELECT | 12,763 | $2.0B | 0.19% | |
| 89 | VUGVANGUARD GROWTH | 3,915 | $1.9B | 0.18% | |
| 90 | PREFPRINCIPAL SPECTRUM | 94,264 | $1.8B | 0.17% | |
| 91 | VYMVANGUARD HIGH | 12,733 | $1.8B | 0.17% | |
| 92 | XNEAXNUVEEN AMT | 154,560 | $1.8B | 0.17% | |
| 93 | IEFISHARES 7-10YR | 17,552 | $1.7B | 0.16% | |
| 94 | NADNUVEEN QUALITY | 136,850 | $1.6B | 0.15% | |
| 95 | NUVNUVEEN MUNICIPAL VALUE F | 173,123 | $1.6B | 0.15% | |
| 96 | GILDGILEAD SCIENCES | 13,988 | $1.6B | 0.15% | |
| 97 | VOOVANGUARD S&P | 2,513 | $1.5B | 0.15% | |
| 98 | PGXINVESCO PFD | 129,963 | $1.5B | 0.14% | |
| 99 | IGVISHARES EXPANDED | 13,023 | $1.5B | 0.14% | |
| 100 | IYWISHARES TECHNOLOGY | 7,232 | $1.4B | 0.14% |
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