EdgeMarket › What Ibex Wealth Advisors reported owning
What Ibex Wealth Advisors reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
203Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 118.6M | 11.0% | 679.9K | 214.72 | +22.4% |
| AVGO Broadcom Inc. | 45.3M | 4.2% | 146.3K | 368.45 | +26.5% |
| AAPL Apple Inc. | 29.9M | 2.8% | 117.6K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 26.8M | 2.5% | 72.4K | 483.24 | -4.4% |
| PLTR Palantir Technologies Inc. | 26.7M | 2.5% | 182.5K | 179.94 | +15.3% |
| WMB WILLIAMS COMPANIES, INC. | 25.9M | 2.4% | 356.3K | 70.49 | +23.2% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 25.7M | 2.4% | 255.1K | 100.73 | +0.2% |
| VRT Vertiv Holdings Co | 24.9M | 2.3% | 99.5K | 261.95 | +105.4% |
| JXN Jackson Financial Inc. | 21.1M | 2.0% | 199.7K | 129.88 | +34.9% |
| TBIL F/m US Treasury 3 Month Bill Fund | 19.5M | 1.8% | 390.8K | 49.99 | +0.1% |
| GOOGL Alphabet Inc. | 19.0M | 1.8% | 66.1K | 344.82 | +73.0% |
| KMI KINDER MORGAN, INC. | 18.8M | 1.8% | 561.2K | 30.98 | +16.6% |
| APP AppLovin Corp | 18.2M | 1.7% | 45.7K | 305.77 | -25.9% |
| ABBV AbbVie Inc. | 18.0M | 1.7% | 82.9K | 264.96 | +26.7% |
| MU MICRON TECHNOLOGY INC | 17.3M | 1.6% | 51.2K | 966.78 | +724.8% |
| AMZN AMAZON COM INC | 17.1M | 1.6% | 82.3K | 258.63 | +15.6% |
| T AT&T INC. | 16.9M | 1.6% | 584.3K | 25.29 | -13.6% |
| OKE ONEOK INC /NEW/ | 16.9M | 1.6% | 187.1K | 93.33 | +26.7% |
| VZ VERIZON COMMUNICATIONS INC | 16.4M | 1.5% | 326.3K | 49.45 | +9.7% |
| AMGN AMGEN INC | 15.4M | 1.4% | 43.7K | 439.33 | +48.2% |
| XOM ExxonMobil Holdings Corp | 15.0M | 1.4% | 88.6K | 165.11 | +52.1% |
| SHEL Shell plc | 15.0M | 1.4% | 161.0K | 93.33 | +29.5% |
| NLY ANNALY CAPITAL MANAGEMENT INC | 14.2M | 1.3% | 670.0K | 23.16 | +10.8% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 12.4M | 1.2% | 36.7K | 418.95 | +83.3% |
| MRK Merck & Co., Inc. | 12.2M | 1.1% | 101.1K | 152.55 | +80.2% |
| CVX CHEVRON CORP | 11.7M | 1.1% | 56.6K | 205.27 | +34.0% |
| V VISA INC. | 10.9M | 1.0% | 36.0K | 371.04 | +7.9% |
| IBKR Interactive Brokers Group, Inc. | 10.7M | 1.0% | 159.7K | 93.87 | +50.3% |
| PFE PFIZER INC | 10.6M | 1.0% | 376.7K | 28.07 | +10.6% |
| CME CME GROUP INC. | 10.3M | 1.0% | 34.7K | 274.98 | +0.1% |
| META Meta Platforms, Inc. | 10.1M | 0.9% | 17.7K | 549.90 | -26.5% |
| PANW Palo Alto Networks Inc | 9.5M | 0.9% | 59.2K | 357.87 | +94.0% |
| WWD Woodward, Inc. | 9.4M | 0.9% | 26.3K | 343.26 | +39.4% |
| CTRE CareTrust REIT, Inc. | 9.2M | 0.9% | 251.4K | 39.58 | +15.4% |
| GEV GE Vernova Inc. | 9.2M | 0.9% | 10.5K | 956.85 | +58.3% |
| ANET Arista Networks, Inc. | 9.1M | 0.8% | 74.2K | 188.65 | +43.5% |
| KIM KIMCO REALTY CORP | 9.1M | 0.8% | 403.6K | 24.02 | +11.0% |
| HWM Howmet Aerospace Inc. | 9.1M | 0.8% | 39.3K | 271.68 | +58.0% |
| TFC TRUIST FINANCIAL CORP | 8.9M | 0.8% | 193.7K | 50.42 | +13.6% |
| NFG NATIONAL FUEL GAS CO | 8.9M | 0.8% | 94.3K | 82.48 | -5.2% |
| LRCX LAM RESEARCH CORP | 8.5M | 0.8% | 39.9K | 314.00 | +216.7% |
| ADC AGREE REALTY CORP | 8.2M | 0.8% | 108.8K | 73.88 | -0.0% |
| SNEX StoneX Group Inc. | 8.1M | 0.8% | 100.3K | 68.47 | +60.8% |
| HST HOST HOTELS & RESORTS, INC. | 7.9M | 0.7% | 410.6K | 23.21 | +44.0% |
| APH AMPHENOL CORP /DE/ | 7.8M | 0.7% | 61.4K | 157.01 | +44.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 7.7M | 0.7% | 13.3K | 713.44 | +26.1% |
| AEP AMERICAN ELECTRIC POWER CO INC | 7.6M | 0.7% | 57.6K | — | — |
| LAMR LAMAR ADVERTISING CO/NEW | 7.5M | 0.7% | 59.1K | 150.77 | +23.0% |
| LLY ELI LILLY & Co | 7.4M | 0.7% | 8.1K | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 7.4M | 0.7% | 25.2K | 351.58 | +20.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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