IBEX WEALTH ADVISORS

Q1 2025 13F Holdings

  • Location
    bedminster, NJ
  • Num holdings

    122

  • Value ($000)

    $756,073

  • Date Filed
    04/15/2025
  • Form type
    13F-HR
  • CIK
    0001686242
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$71.67M
10 %

661,317

AAPL
AAPL

APPLE INC

COMMON STOCK
037833100
$30.35M
4 %

136,618

MSFT
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$25.72M
3 %

68,511

AVGO
AVGO

BROADCOM INC

COMMON STOCK
11135F101
$25.43M
3 %

151,869

WMB
WMB

WILLIAMS COS

COMMON STOCK
969457100
$20.34M
3 %

340,287

OKE
OKE

ONEOK INC

COMMON STOCK
682680103
$17.45M
2 %

175,915

IBM
IBM

INTL BUSINESS

COMMON STOCK
459200101
$17.15M
2 %

68,974

AMZN
AMZN

AMAZON COM

COMMON STOCK
023135106
$16.54M
2 %

86,914

V
V

VISA INC

COMMON STOCK
92826C839
$16.01M
2 %

45,680

JXN
JXN

JACKSON FINANCIAL

COMMON STOCK
46817M107
$15.97M
2 %

190,632

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