IBEX WEALTH ADVISORS Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.0B

Holdings

203

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (203 positions)

StockValue
NVDANVIDIA CORP
$128.2M
AVGOBROADCOM INC
$56.5M
PLTRPALANTIR TECHNOLOGIES
$43.1M
MSFTMICROSOFT CORP
$36.2M
APPAPPLOVIN CORP
$32.8M
AAPLAPPLE INC
$28.7M
WMBWILLIAMS COS
$22.1M
AMZNAMAZON COM
$21.3M
JXNJACKSON FINANCIAL
$19.9M
TAT&T INC
$17.0M
METAMETA PLATFORMS
$15.7M
TBILU S TREASURY
$14.7M
VRTVERTIV HOLDINGS
$14.5M
GOOGLALPHABET INC
$14.2M
ABBVABBVIE INC
$13.6M
PANWPALO ALTO
$13.6M
BACVERIZON COMMUNICATIONS
$13.4M
OKEONEOK INC
$13.3M
MAMASTERCARD INC
$12.3M
COFCAPITAL ONE
$11.8M
VVISA INC
$11.7M
KMIKINDER MORGAN
$11.5M
SHELSHELL PLC
$10.9M
IBKRINTERACTIVE BROKERS
$10.1M
ANETARISTA NETWORKS
$9.8M
UNMUNUM GROUP
$9.8M
OWLBLUE OWL
$9.2M
CMECME GROUP
$9.0M
TSMTAIWAN SEMICONDUCTOR
$8.6M
TFCTRUIST FINANCIAL
$8.3M
UBERUBER TECHNOLOGIES
$8.1M
AMGNAMGEN INC
$8.1M
BXBLACKSTONE INC
$8.1M
MUMICRON TECHNOLOGY INC
$8.1M
USMVISHARES MSCI
$8.0M
NFGNATIONAL FUEL
$8.0M
CTRECARETRUST REIT
$8.0M
CVXCHEVRON CORP
$7.9M
NDQINVESCO QQQ
$7.9M
MRKMERCK & COMPANY
$7.8M
UNHUNITEDHEALTH GROUP
$7.8M
GEGE AEROSPACE
$7.8M
FQIDIGITAL REALTY
$7.2M
ADCAGREE REALTY
$7.1M
VIRTVIRTU FINANCIAL
$7.0M
SPYSPDR S&P
$7.0M
HWMHOWMET AEROSPACE
$6.7M
IBMINTL BUSINESS
$6.7M
NLYANNALY CAPITAL
$6.6M
AREALEXANDRIA REAL
$6.5M
LAMRLAMAR ADVERTISING
$6.4M
AXPAMERICAN EXPRESS
$6.4M
ORCLORACLE CORP
$6.3M
BXSLBLACKSTONE SECURED
$6.1M
SMGSCOTTS MIRACLE-GRO
$6.1M
BKBANK NEW YORK
$6.0M
VICIVICI PROPERTIES
$5.9M
GSGOLDMAN SACHS
$5.9M
AEPAMERICAN ELECTRIC
$5.9M
MCOMOODYS CORP
$5.8M
BKNGBOOKING HOLDINGS
$5.6M
HRBBLOCK H&R
$5.2M
DWDMORGAN STANLEY
$5.2M
SNEXSTONEX GROUP
$5.2M
LLYELI LILLY
$5.1M
RTXRTX CORP
$5.1M
KIMKIMCO REALTY
$5.0M
SCHWSCHWAB CHARLES
$4.9M
BABOEING COMPANY
$4.9M
GOOGALPHABET INC
$4.8M
WMTWALMART INC
$4.8M
EFAISHARES MSCI
$4.8M
PGRPROGRESSIVE CORP
$4.7M
CGCARLYLE GROUP
$4.5M
BLKBLACKROCK FDG
$4.3M
XLKTECHNOLOGY SELECT
$4.0M
DYHTARGET CORP
$3.9M
TSLATESLA INC
$3.5M
VCSHVANGUARD SHORT
$3.0M
GEVGE VERNOVA
$2.9M
JPMJPMORGAN CHASE
$2.7M
JPCNUVEEN PFD
$2.6M
LRCXLAM RESEARCH
$2.3M
SOXXISHARES SEMICONDUCTOR
$2.2M
HYGHISHARES INTEREST
$2.1M
PFFISHARES PFD
$2.1M
XLEENERGY SELECT
$2.1M
XLIINDUSTRIAL SELECT
$2.0M
VUGVANGUARD GROWTH
$1.9M
PREFPRINCIPAL SPECTRUM
$1.8M
VYMVANGUARD HIGH
$1.8M
XNEAXNUVEEN AMT
$1.8M
IEFISHARES 7-10YR
$1.7M
NADNUVEEN QUALITY
$1.6M
NUVNUVEEN MUNICIPAL VALUE F
$1.6M
GILDGILEAD SCIENCES
$1.6M
VOOVANGUARD S&P
$1.5M
PGXINVESCO PFD
$1.5M
IGVISHARES EXPANDED
$1.5M
IYWISHARES TECHNOLOGY
$1.4M
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