IBEX WEALTH ADVISORS Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$958K

Holdings

123

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (123 positions)

StockValue
NVDANVIDIA CORP
$127K
AVGOBROADCOM INC
$58K
MSFTMICROSOFT CORP
$39K
PLTRPALANTIR TECHNOLOGIES
$33K
APPAPPLOVIN CORP
$30K
AAPLAPPLE INC
$30K
WMBWILLIAMS COS
$20K
JXNJACKSON FINANCIAL
$20K
GOOGLALPHABET INC
$19K
AMZNAMAZON COM
$18K
TBILU S TREASURY
$16K
VRTVERTIV HOLDINGS
$15K
COFCAPITAL ONE
$14K
MUMICRON TECHNOLOGY INC
$14K
KMIKINDER MORGAN
$14K
ABBVABBVIE INC
$13K
NLYANNALY CAPITAL
$13K
OKEONEOK INC
$13K
TAT&T INC
$13K
IBMINTL BUSINESS
$12K
PANWPALO ALTO
$12K
BACVERIZON COMMUNICATIONS
$12K
VVISA INC
$12K
METAMETA PLATFORMS
$11K
SHELSHELL PLC
$11K
TSMTAIWAN SEMICONDUCTOR
$10K
ANETARISTA NETWORKS
$9K
UNMUNUM GROUP
$9K
MRKMERCK & COMPANY
$9K
IBKRINTERACTIVE BROKERS
$9K
AMGNAMGEN INC
$9K
GEGE AEROSPACE
$8K
GILDGILEAD SCIENCES
$8K
MAMASTERCARD INC
$8K
NDQINVESCO QQQ
$8K
PFEPFIZER INC
$8K
TFCTRUIST FINANCIAL
$8K
CMECME GROUP
$8K
CTRECARETRUST REIT
$8K
JPMJPMORGAN CHASE
$7K
SPYSPDR S&P
$7K
HWMHOWMET AEROSPACE
$7K
AXPAMERICAN EXPRESS
$7K
ADCAGREE REALTY
$7K
VICIVICI PROPERTIES
$7K
LLYELI LILLY
$7K
UNHUNITEDHEALTH GROUP
$7K
NFGNATIONAL FUEL
$7K
BXBLACKSTONE INC
$7K
USMVISHARES MSCI
$7K
UBERUBER TECHNOLOGIES
$7K
CVXCHEVRON CORP
$7K
LAMRLAMAR ADVERTISING
$6K
WFCWELLS FARGO
$6K
VIRTVIRTU FINANCIAL
$6K
AEPAMERICAN ELECTRIC
$6K
GSGOLDMAN SACHS
$6K
FQIDIGITAL REALTY
$6K
BKBANK NEW YORK
$6K
SMGSCOTTS MIRACLE-GRO
$6K
GOOGALPHABET INC
$6K
KIMKIMCO REALTY
$6K
DWDMORGAN STANLEY
$6K
SCHWSCHWAB CHARLES
$5K
NEMNEWMONT CORP
$5K
WMTWALMART INC
$5K
RTXRTX CORP
$5K
SNEXSTONEX GROUP
$5K
XLKSTATE STREET
$4K
TSLATESLA INC
$4K
CMCSACOMCAST CORP
$4K
EFAISHARES MSCI
$4K
EMBJEMBRAER S A
$4K
INTCINTEL CORP
$4K
HRBBLOCK H&R
$4K
GEVGE VERNOVA
$3K
TMOTHERMO FISHER
$3K
VCSHVANGUARD SHORT
$3K
JPCNUVEEN PFD
$2K
XLESTATE STREET
$2K
OEFISHARES S&P
$2K
SOXXISHARES SEMICONDUCTOR
$2K
HYGHISHARES INTEREST
$2K
VOOVANGUARD S&P
$2K
IYWISHARES TECHNOLOGY
$2K
LRCXLAM RESEARCH
$2K
IGVISHARES EXPANDED
$1K
PFFISHARES PFD
$1K
VYMVANGUARD HIGH
$1K
BARGRANITESHARES GOLD
$1K
NADNUVEEN QUALITY
$1K
PREFPRINCIPAL SPECTRUM
$1K
IEFISHARES 7-10YR
$1K
FBNDFIDELITY TOTAL
$1K
AQLTISHARES CORE
$1K
IAU*ISHARES GOLD
$1K
NUVNUVEEN MUNICIPAL
$1K
PGXINVESCO PFD
$1K
XNEAXNUVEEN AMT
$1K
EFAVISHARES MSCI
$1K
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