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 |
|---|---|---|---|---|---|---|---|
| ABBVAbbVie Inc. | Stock | 50,170 | $7.48M | 1.9% | – | – | History |
| CMCSAComcast Corp | Stock | 171,626 | $7.61M | 1.9% | – | – | History |
| VVisa Inc. | Stock | 33,580 | $7.72M | 2.0% | – | – | History |
| SHELShell plc | ADR | 136,542 | $8.79M | 2.2% | – | – | History |
| HRBH&R Block Inc | COM | 219,180 | $9.44M | 2.4% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 315,457 | $10.6M | 2.7% | – | – | History |
| OKEONEOK Inc | COM | 172,926 | $11.0M | 2.8% | – | – | History |
| AVGOBroadcom Inc. | Stock | 18,174 | $15.1M | 3.8% | – | – | History |
| AAPLApple Inc. | Stock | 111,634 | $19.1M | 4.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 69,376 | $21.9M | 5.6% | – | – | History |
| NVDANVIDIA Corp | Stock | 82,787 | $36.0M | 9.2% | – | – | History |