Stocks
HRB
IBEX WEALTH ADVISORS

IBEX WEALTH ADVISORS

CIK

0001686242

City

LEBANON

State / Country

NJ

Stock

HRB — H&R Block Inc

Top Portfolio Positions

88 positions · $901,549,809 total · as of Dec 31, 2025

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp	682,514	$127,288,861	14.12%
AVGO	Broadcom Inc. Technology	168,254	$58,232,709	6.46%
MSFT	Microsoft Corp	81,199	$39,269,460	4.36%
PLTR	Palantir Technologies Inc. Technology	189,444	$33,673,671	3.74%
AAPL	Apple Inc.	113,449	$30,842,245	3.42%
APP	AppLovin Corp	44,953	$30,290,230	3.36%
JXN	Jackson Financial Inc.	196,136	$20,917,904	2.32%
WMB	Williams Companies, Inc.	346,718	$20,841,218	2.31%
GOOGL	Alphabet Inc.	63,392	$19,841,696	2.20%
AMZN	Amazon Com Inc	78,677	$18,160,225	2.01%

Portfolio Trend

23 quarters · across all stocks

Holdings in HRB

Shares Held

Position Value (USD)

15 of 15 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$4,564,176	104,731	+1.2%	Shares	Sole	2026-02-17
2025-09-30	$5,234,955	103,519	-48.6%	Shares	Sole	2025-11-12
2025-06-30	$11,050,729	201,325	+3.3%	Shares	Sole	2025-08-07
2025-03-31	$10,701,300	194,888	+0.7%	Shares	Sole	2025-04-15
2024-12-31	$10,230,246	193,608	+2.6%	Shares	Sole	2025-01-23
2024-06-30	$10,229,784	188,637	-19.8%	Shares	Sole	2024-08-06
2024-03-31	$11,546,153	235,108	+108244.7%	Shares	Sole	2024-04-18
2023-12-31	$10,496	217	-99.9%	Shares	Sole	2024-01-29
2023-09-30	$9,437,890	219,180	-7.1%	Shares	Sole	2023-11-07
2023-03-31	$8,318,788	235,994	+0.4%	Shares	Sole	2023-05-15
2022-12-31	$8,583,793	235,108	-2.4%	Shares	Sole	2023-02-06
2022-09-30	$10,252,395	241,006	-2.0%	Shares	Sole	2022-10-31
2022-06-30	$8,685,823	245,918	+5.1%	Shares	Sole	2022-08-16
2022-03-31	$6,090,391	233,886	+17.3%	Shares	Sole	2022-05-16
2021-12-31	$4,697,604	199,389	—	Shares	Sole	2022-02-22
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