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IBEX WEALTH ADVISORS
IBEX WEALTH ADVISORS
Latest filing: 2026-06-30
IBEX WEALTH ADVISORS runs IBEX WEALTH ADVISORS and currently holds 209 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.28B. Their top holdings are NVDA, MU, AVGO, AAPL, VRT. The top five represent 26.1% of reported portfolio weight. IBEX WEALTH ADVISORS ranks #177 out of 1000 investors tracked by Alpha Score. In the most recent quarter, IBEX WEALTH ADVISORS initiated 5 new positions. They added to 74 existing positions. They trimmed 21 positions. Their current best-performing preview position is MU with returns of +241.67%.
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209 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORP | 10.74% | $134.87 | $214.76 | +59.23% | Added +0.75% |
 MU MICRON TECHNOLOGY | 5.76% | $366.62 | $966.78 | +163.70% | Added +24.31% |
 AVGO BROADCOM INC | 4.26% | $237.50 | $368.45 | +55.14% | Trimmed -1.49% |
 AAPL APPLE INC | 2.67% | $211.79 | $309.35 | +46.06% | Added +0.07% |
 VRT VERTIV HOLDINGS | 2.63% | $119.21 | $262.00 | +119.78% | Added +0.60% |
 MSFT MICROSOFT CORP | 2.14% | $431.81 | $483.24 | +11.91% | Added +1.00% |
 WMB WILLIAMS COS | 2.08% | $54.94 | $70.50 | +28.32% | Added +0.30% |
 DELL DELL TECHNOLOGIES | 1.90% | $417.52 | $441.74 | +5.80% | Added +1817.37% |
 GOOGL ALPHABET INC | 1.87% | $203.54 | $344.82 | +69.41% | Added +1.20% |
 APP APPLOVIN CORP | 1.85% | $141.28 | $305.77 | +116.43% | Added +0.29% |
Showing 1-10 of 209