IBEX WEALTH ADVISORS

Q2 2025 13F Holdings

  • Location
    bedminster, NJ
  • Num holdings

    193

  • Value ($000)

    $937,203

  • Date Filed
    08/07/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$107.96M
12 %

683,338

AVGO
AVGO

BROADCOM INC

COMMON STOCK
11135F101
$46.66M
5 %

169,278

MSFT
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$34.53M
4 %

69,420

PLTR
PLTR

PALANTIR TECHNOLOGIES

COMMON STOCK
69608A108
$32.18M
3 %

236,063

AAPL
AAPL

APPLE INC

COMMON STOCK
037833100
$22.79M
2 %

111,081

WMB
WMB

WILLIAMS COS

COMMON STOCK
969457100
$21.78M
2 %

346,789

IBM
IBM

INTL BUSINESS

COMMON STOCK
459200101
$18.86M
2 %

63,996

JXN
JXN

JACKSON FINANCIAL

COMMON STOCK
46817M107
$17.38M
2 %

195,772

T
T

AT&T INC

COMMON STOCK
00206R102
$17.15M
2 %

592,694

AMZN
AMZN

AMAZON COM

COMMON STOCK
023135106
$16.54M
2 %

75,371

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