Ibex Wealth Advisors
- SEC CIK
- 0001686242
- Latest filing
- Jul 27, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 5, 2021. Long positions only.
- Positions
- 111
- No 13F data for Q4 2020
- Portfolio value
- $405.5M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VVisa Inc. | Stock | 33,112 | $7.01M | 1.7% | – | – | History |
| TAT&T Inc. | Stock | 246,319 | $7.46M | 1.8% | – | – | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 140,557 | $7.50M | 1.8% | – | – | – |
| QCOMQualcomm Inc | Stock | 56,677 | $7.51M | 1.9% | – | – | History |
| CMCSAComcast Corp | Stock | 140,553 | $7.61M | 1.9% | – | – | History |
| TXNTexas Instruments Inc | Stock | 49,566 | $9.37M | 2.3% | – | – | History |
| TGTTarget Corp | Stock | 50,449 | $9.99M | 2.5% | – | – | History |
| NVDANVIDIA Corp | Stock | 20,036 | $10.7M | 2.6% | – | – | History |
| VZVerizon Communications Inc | Stock | 202,106 | $11.8M | 2.9% | – | – | History |
| AAPLApple Inc. | Stock | 107,689 | $13.2M | 3.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 75,262 | $17.7M | 4.4% | – | – | History |