IBEX WEALTH ADVISORS

Q3 2025 13F Holdings

  • Location
    bedminster, NJ
  • Num holdings

    203

  • Value ($000)

    $1,044,001

  • Date Filed
    11/12/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORP

COMMON STOCK
67066G104
$128.25M
12 %

687,364

A
AVGO

BROADCOM INC

COMMON STOCK
11135F101
$56.54M
5 %

171,385

P
PLTR

PALANTIR TECHNOLOGIES

COMMON STOCK
69608A108
$43.14M
4 %

236,473

M
MSFT

MICROSOFT CORP

COMMON STOCK
594918104
$36.20M
4 %

69,886

A
APP

APPLOVIN CORP

COMMON STOCK
03831W108
$32.81M
3 %

45,663

A
AAPL

APPLE INC

COMMON STOCK
037833100
$28.70M
3 %

112,724

W
WMB

WILLIAMS COS

COMMON STOCK
969457100
$22.12M
2 %

349,114

A
AMZN

AMAZON COM

COMMON STOCK
023135106
$21.33M
2 %

97,124

J
JXN

JACKSON FINANCIAL

COMMON STOCK
46817M107
$19.86M
2 %

196,221

T
T

AT&T INC

COMMON STOCK
00206R102
$17.02M
2 %

602,632

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