Ibex Wealth Advisors
- SEC CIK
- 0001686242
- Latest filing
- Jul 27, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 7, 2023. Long positions only.
- Positions
- 111
- No filing for Q2 2023
- Portfolio value
- $392.9M
- No filing for Q2 2023
Ibex Wealth Advisors did not file a 13F for Q2 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 82,787 | $36.0M | 9.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 69,376 | $21.9M | 5.6% | – | – | History |
| AAPLApple Inc. | Stock | 111,634 | $19.1M | 4.9% | – | – | History |
| AVGOBroadcom Inc. | Stock | 18,174 | $15.1M | 3.8% | – | – | History |
| OKEONEOK Inc | COM | 172,926 | $11.0M | 2.8% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 315,457 | $10.6M | 2.7% | – | – | History |
| HRBH&R Block Inc | COM | 219,180 | $9.44M | 2.4% | – | – | History |
| SHELShell plc | ADR | 136,542 | $8.79M | 2.2% | – | – | History |
| VVisa Inc. | Stock | 33,580 | $7.72M | 2.0% | – | – | History |
| CMCSAComcast Corp | Stock | 171,626 | $7.61M | 1.9% | – | – | History |
| ABBVAbbVie Inc. | Stock | 50,170 | $7.48M | 1.9% | – | – | History |
| CVXChevron Corp | Stock | 42,389 | $7.15M | 1.8% | – | – | History |
| VZVerizon Communications Inc | Stock | 214,433 | $6.95M | 1.8% | – | – | History |
| MAMastercard Inc | Stock | 17,258 | $6.83M | 1.7% | – | – | History |
| JXNJackson Financial Inc. | COM CL A | 176,813 | $6.76M | 1.7% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 51,252 | $6.71M | 1.7% | – | – | History |
| AMGNAmgen Inc | Stock | 24,742 | $6.65M | 1.7% | – | – | History |
| HDHome Depot, Inc. | Stock | 21,593 | $6.52M | 1.7% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 41,843 | $6.52M | 1.7% | – | – | History |
| PRUPrudential Financial Inc | Stock | 67,211 | $6.38M | 1.6% | – | – | History |
| PEPPepsiCo Inc | Stock | 37,127 | $6.29M | 1.6% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 25,721 | $6.03M | 1.5% | – | – | History |
| QCOMQualcomm Inc | Stock | 53,496 | $5.94M | 1.5% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 41,483 | $5.82M | 1.5% | – | – | History |
| ACNAccenture plc | Stock | 17,873 | $5.49M | 1.4% | – | – | History |
| NLYAnnaly Capital Management Inc | REIT | 290,995 | $5.47M | 1.4% | – | – | History |
| UNMUnum Group | Stock | 110,133 | $5.42M | 1.4% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 1,600 | $4.93M | 1.3% | – | – | History |
| LLYEli Lilly & Co | Stock | 8,968 | $4.82M | 1.2% | – | – | History |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 216,836 | $4.72M | 1.2% | – | – | History |
| ONOn Semiconductor Corp | Stock | 50,531 | $4.70M | 1.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 9,274 | $4.68M | 1.2% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 62,212 | $4.66M | 1.2% | – | – | History |
| ADBEAdobe Inc. | Stock | 8,980 | $4.58M | 1.2% | – | – | History |
| WENWendy's Co | Stock | 210,027 | $4.29M | 1.1% | – | – | History |
| PLDPrologis, Inc. | REIT | 36,411 | $4.09M | 1.0% | – | – | History |
| OWLBlue Owl Capital Inc. | COM CL A | 308,369 | $4.00M | 1.0% | – | – | History |
| VICIVici Properties Inc. | COM | 136,847 | $3.98M | 1.0% | – | – | History |
| ELFe.l.f. Beauty, Inc. | COM | 33,236 | $3.65M | 0.9% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 29,210 | $3.43M | 0.9% | – | – | History |
| DHRDanaher Corp | Stock | 13,176 | $3.27M | 0.8% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 14,324 | $3.27M | 0.8% | – | – | History |
| PHParker-Hannifin Corp | Stock | 8,170 | $3.18M | 0.8% | – | – | History |
| STAGSTAG Industrial, Inc. | COM | 90,501 | $3.12M | 0.8% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 25,235 | $3.05M | 0.8% | – | – | History |
| GOOGAlphabet Inc. | Stock | 22,883 | $3.02M | 0.8% | – | – | History |
| NEENextera Energy Inc | Stock | 49,266 | $2.82M | 0.7% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 24,199 | $2.49M | 0.6% | – | – | History |
| AMZNAmazon Com Inc | Stock | 19,500 | $2.48M | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 7,043 | $2.47M | 0.6% | – | – | History |
| BLDRBuilders FirstSource, Inc. | Stock | 19,189 | $2.39M | 0.6% | – | – | History |
| GEGeneral Electric Co | Stock | 21,142 | $2.34M | 0.6% | – | – | History |
| LINLinde PLC | Stock | 6,148 | $2.29M | 0.6% | – | – | History |
| WMTWalmart Inc. | Stock | 14,246 | $2.28M | 0.6% | – | – | History |
| CCICrown Castle Inc. | REIT | 24,631 | $2.27M | 0.6% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 7,515 | $2.26M | 0.6% | – | – | History |
| TSLATesla, Inc. | Stock | 8,810 | $2.20M | 0.6% | – | – | History |
| ADCAgree Realty Corp | COM | 37,901 | $2.09M | 0.5% | – | – | History |
| ORealty Income Corp | REIT | 40,442 | $2.02M | 0.5% | – | – | History |
| APAMArtisan Partners Asset Management Inc. | CL A | 53,878 | $2.02M | 0.5% | – | – | History |
| Healthpeak Properties, Inc.71943U104 | COM | 162,792 | $1.98M | 0.5% | – | – | – |
| ORCLOracle Corp | Stock | 17,356 | $1.84M | 0.5% | – | – | History |
| CATCaterpillar Inc | Stock | 6,591 | $1.80M | 0.5% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 3,007 | $1.70M | 0.4% | – | – | History |
| TAT&T Inc. | Stock | 102,280 | $1.54M | 0.4% | – | – | History |
| CRMSalesforce, Inc. | Stock | 6,793 | $1.38M | 0.4% | – | – | History |
| LRCXLam Research Corp | COM | 1,812 | $1.14M | 0.3% | – | – | History |
| COPConocoPhillips | Stock | 9,076 | $1.09M | 0.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 4,882 | $760.0K | 0.2% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,634 | $668.0K | 0.2% | – | – | History |
| CNQCanadian Natural Resources Ltd | COM | 10,255 | $663.0K | 0.2% | – | – | History |
| AFLAflac Inc | Stock | 8,020 | $616.0K | 0.2% | – | – | History |
| GLDSPDR Gold Trust | ETF | 3,412 | $585.0K | 0.1% | – | – | History |
| BLMNBloomin' Brands, Inc. | COM | 23,669 | $582.0K | 0.1% | – | – | History |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 16,364 | $546.0K | 0.1% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 32,169 | $533.0K | 0.1% | – | – | History |
| LPGDorian LPG Ltd. | SHS USD | 17,749 | $510.0K | 0.1% | – | – | History |
| FLSFlowserve Corp | COM | 12,362 | $492.0K | 0.1% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 27,745 | $482.0K | 0.1% | – | – | History |
| MTBM&T Bank Corp | COM | 3,783 | $478.0K | 0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 3,373 | $467.0K | 0.1% | – | – | History |
| CNOCNO Financial Group, Inc. | COM | 19,641 | $466.0K | 0.1% | – | – | History |
| EXEExpand Energy Corp | COM | 5,402 | $466.0K | 0.1% | – | – | History |
| JOYYJOYY Inc. | ADS REPSTG COM A | 12,212 | $465.0K | 0.1% | – | – | History |
| WELLWelltower Inc. | REIT | 5,663 | $464.0K | 0.1% | – | – | History |
| IRMIron Mountain Inc | COM | 7,448 | $443.0K | 0.1% | – | – | History |
| SKTTanger Inc. | COM | 19,325 | $437.0K | 0.1% | – | – | History |
| BMOBank of Montreal | COM | 5,029 | $424.0K | 0.1% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 1,237 | $408.0K | 0.1% | – | – | History |
| NOGNorthern Oil & Gas, Inc. | COM | 9,517 | $383.0K | 0.1% | – | – | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 5,511 | $375.0K | 0.1% | – | – | History |
| NAVINavient Corp | COM | 21,642 | $373.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 11,203 | $372.0K | 0.1% | – | – | History |
| METMetlife Inc | Stock | 5,450 | $343.0K | 0.1% | – | – | History |
| BXBlackstone Inc. | COM | 3,164 | $339.0K | 0.1% | – | – | History |
| CUBECubeSmart | REIT | 8,386 | $320.0K | 0.1% | – | – | History |
| CTRACoterra Energy Inc. | Stock | 11,468 | $310.0K | 0.1% | – | – | History |
| AAgilent Technologies, Inc. | COM | 2,631 | $294.0K | 0.1% | – | – | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 4,640 | $290.0K | 0.1% | – | – | History |
| TRPTC Energy Corp | COM | 7,727 | $266.0K | 0.1% | – | – | History |