IBEX WEALTH ADVISORS
CIK
1686242
City
BEDMINSTER
State / Country
NJ
Top Portfolio Positions
137 positions ·
$958,656,907 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
679,916 | $118,577,350 | 12.37% | |
| AVGO |
Broadcom Inc.
Technology
|
146,252 | $45,266,456 | 4.72% | |
| AAPL |
Apple Inc.
Technology
|
117,630 | $29,853,317 | 3.11% | |
| MSFT |
Microsoft Corp
Technology
|
72,440 | $26,815,114 | 2.80% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
182,544 | $26,702,536 | 2.79% | |
| WMB |
Williams Companies, Inc.
Energy
|
356,290 | $25,930,786 | 2.70% | |
| VRT |
Vertiv Holdings Co
Industrials
|
99,511 | $24,935,466 | 2.60% | |
| JXN |
Jackson Financial Inc.
Financial Services
|
199,723 | $21,114,715 | 2.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
66,119 | $19,013,179 | 1.98% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
561,238 | $18,818,310 | 1.96% |
Portfolio Trend
24 quarters · across all stocks
Holdings in NMZ
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,210 | 33,739 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $343,800 | 33,739 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $357,296 | 33,739 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $349,873 | 33,739 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $368,092 | 33,739 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $364,718 | 33,739 | Shares | Sole | 2025-01-23 | |
| 2022-12-31 | $352,180 | 34,060 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $350,136 | 34,060 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $398,502 | 34,060 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $488,941 | 37,582 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $459,542 | 30,393 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $276,661 | 18,744 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $288,470 | 18,744 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $270,475 | 18,744 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $270,288 | 18,744 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $219,563 | 16,276 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $205,447 | 15,576 | Shares | Sole | 2020-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||