IBEX WEALTH ADVISORS 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IW IBEX WEALTH ADVISORS | Institutional Filer | ▲ 5.17% | $1.07B | 203 |
Current Portfolio Holdings
Showing all 203 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 680K | $118.6M | 11.04% |
| 2 | AVGO | Broadcom Inc. | Technology | 146K | $45.3M | 4.21% |
| 3 | AAPL | Apple Inc. | Technology | 118K | $29.9M | 2.78% |
| 4 | MSFT | Microsoft Corporation | Technology | 72K | $26.8M | 2.50% |
| 5 | PLTR | Palantir Technologies Inc. | Technology | 183K | $26.7M | 2.49% |
| 6 | WMB | The Williams Companies, Inc. | Energy | 356K | $25.9M | 2.41% |
| 7 | MINT | PIMCO EHNANCED | — | 255K | $25.7M | 2.39% |
| 8 | VRT | Vertiv Holdings Co | Industrials | 100K | $24.9M | 2.32% |
| 9 | JXN | Jackson Financial Inc. | Financial Services | 200K | $21.1M | 1.97% |
| 10 | TBIL | F/M U S | — | 391K | $19.5M | 1.81% |
| 11 | GOOGL | Alphabet Inc. | Technology | 66K | $19.0M | 1.77% |
| 12 | KMI | Kinder Morgan, Inc. | Energy | 561K | $18.8M | 1.75% |
| 13 | APP | AppLovin Corporation | Technology | 46K | $18.2M | 1.69% |
| 14 | ABBV | AbbVie Inc. | Healthcare | 83K | $18.0M | 1.68% |
| 15 | MU | Micron Technology, Inc. | Technology | 51K | $17.3M | 1.61% |
Showing 1 to 15 of 203 holdings