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Ibex Wealth Advisors

All holdings · as of Dec 31, 2025

123 positions

CompanyClassValueShares% of portfolio
NVIDIA Corp—$127.29M682,51412.5%
Broadcom Inc.—$58.23M168,2545.7%
MICROSOFT CORP—$39.27M81,1993.8%
Palantir Technologies Inc—$33.67M189,4443.3%
Apple Inc.—$30.84M113,4493.0%
AppLovin Corp—$30.29M44,9533.0%
Jackson Financial Inc.—$20.92M196,1362.0%
Williams Cos Inc/The—$20.84M346,7182.0%
Alphabet Inc.—$19.84M63,3921.9%
Amazon.com Inc—$18.16M78,6771.8%
U S TREASURY—$16.29M326,6001.6%
Vertiv Holdings Co—$15.82M97,6191.5%
KINDER MORGAN, INC.—$14.87M540,9751.5%
CAPITAL ONE FINANCIAL CORP—$14.66M60,5021.4%
MICRON TECHNOLOGY INC—$14.45M50,6141.4%
Annaly Capital Management Inc—$13.95M623,6851.4%
AT&T INC.—$13.72M552,2681.3%
AbbVie Inc.—$13.56M59,3481.3%
ONEOK Inc—$13.29M180,7621.3%
Palo Alto Networks Inc—$12.67M68,8051.2%
INTERNATIONAL BUSINESS MACHINES CORP—$12.55M42,3551.2%
VERIZON COMMUNICATIONS INC—$12.37M303,6281.2%
Visa Inc—$12.33M35,1551.2%
SHELL PLC—$11.28M153,5271.1%
Meta Platforms Inc—$11.26M17,0541.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$10.07M33,1301.0%
Merck & Co., Inc.—$9.99M94,8801.0%
Interactive Brokers Group Inc—$9.94M154,4921.0%
UNUM GROUP—$9.66M124,6020.9%
AMGEN INC—$9.46M28,8970.9%
Arista Networks, Inc.ANETCommon Stock$9.25M70,5840.9%
TRUIST FINANCIAL CORP—$8.98M182,4380.9%
CME Group Inc—$8.87M32,4940.9%
PFIZER INC—$8.49M341,1470.8%
CareTrust REIT, Inc.—$8.45M233,5620.8%
GILEAD SCIENCES, INC.—$8.41M68,5540.8%
GENERAL ELECTRIC CO—$8.22M26,6790.8%
INVESCO QQQ—$8.12M13,2190.8%
Mastercard Inc—$8.05M14,1090.8%
CHEVRON CORP—$7.99M52,4250.8%
JPMORGAN CHASE & CO—$7.97M24,7240.8%
SPDR S&P—$7.84M11,4910.8%
iShares MSCI UAE ETF—$7.83M83,1680.8%
ELI LILLY & Co—$7.70M7,1670.8%
UNITEDHEALTH GROUP INC—$7.70M23,3300.8%
Howmet Aerospace Inc.—$7.60M37,0470.7%
VICI PROPERTIES INC.—$7.48M265,8650.7%
AMERICAN EXPRESS CO—$7.41M20,0290.7%
Blackstone Inc—$7.37M47,8370.7%
Uber Technologies, Inc—$7.16M87,6060.7%
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