Notify me when IBEX WEALTH ADVISORS files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 203 | $1,044,001,009 | +$107,046,228 | -$85,554,544 | +$21,491,684 | NVDA, AVGO, PLTR, MSFT, APP | 13F-HR | 12 Nov 2025, 07:57 |
| Q2 2025 | 193 | $937,202,794 | +$180,585,471 | -$90,199,354 | +$90,386,117 | NVDA, AVGO, MSFT, PLTR, AAPL | 13F-HR | 07 Aug 2025, 16:26 |
| Q1 2025 | 122 | $756,072,783 | +$86,594,037 | -$145,734,200 | -$59,140,163 | NVDA, AAPL, MSFT, AVGO, WMB | 13F-HR | 15 Apr 2025, 10:05 |
| Q4 2024 | 204 | $849,207,846 | +$565,944,026 | -$46,541,124 | +$519,402,902 | NVDA, AVGO, MSFT, AAPL, AMZN | 13F-HR | 23 Jan 2025, 10:48 |
| Q3 2024 | 68 | $90,460,274 | $0 | $0 | $0 | ABBV, AMZN, CCL, FTNT, AKAM | 13F-HR | 04 Nov 2024, 10:58 |
| Q2 2024 | 286 | $640,857,833 | +$214,942,975 | -$132,327,487 | +$82,615,488 | NVDA, AVGO, MSFT, AAPL, AMZN | 13F-HR | 06 Aug 2024, 11:06 |
| Q1 2024 | 109 | $207,331,000 | $0 | $0 | $0 | OKE, CVX, WMB, UNH, PEP | 13F-HR | 18 Apr 2024, 09:16 |
| Q4 2023 | 109 | $457,062 | +$15,378 | -$433,337,023 | -$433,321,645 | NVDA, MSFT, AAPL, AVGO, OKE | 13F-HR | 29 Jan 2024, 16:50 |
| Q3 2023 | 111 | $392,886,000 | +$58,112,507 | -$74,962,499 | -$16,849,992 | NVDA, MSFT, AAPL, AVGO, OKE | 13F-HR | 07 Nov 2023, 11:46 |
| Q1 2023 | 103 | $385,611,000 | +$48,009,984 | -$125,373,685 | -$77,363,701 | NVDA, MSFT, AAPL, AVGO, OKE | 13F-HR | 15 May 2023, 08:52 |
| Q4 2022 | 174 | $442,639,000 | +$56,761,180 | -$29,993,099 | +$26,768,081 | MSFT, AAPL, OKE, CVX, NVDA | 13F-HR | 06 Feb 2023, 11:34 |
| Q3 2022 | 147 | $384,737,000 | +$44,358,620 | -$56,759,323 | -$12,400,703 | AAPL, MSFT, HRB, VZ, NVDA | 13F-HR | 31 Oct 2022, 06:55 |
| Q2 2022 | 155 | $434,230,000 | +$63,454,568 | -$79,028,590 | -$15,574,022 | MSFT, AAPL, VZ, NVDA, UNH | 13F-HR | 15 Aug 2022, 19:06 |
| Q1 2022 | 171 | $522,240,000 | +$87,885,383 | -$104,740,010 | -$16,854,627 | NVDA, MSFT, AAPL, CVX, UPS | 13F-HR | 16 May 2022, 11:23 |
| Q4 2021 | 192 | $564,872,000 | +$63,108,562 | -$70,717,826 | -$7,609,264 | NVDA, MSFT, AAPL, TGT, DHR | 13F-HR | 22 Feb 2022, 09:11 |
| Q3 2021 | 431 | $519,346,000 | +$65,889,214 | -$27,695,702 | +$38,193,512 | MSFT, NVDA, AAPL, TGT, VZ | 13F-HR | 12 Nov 2021, 14:40 |
| Q2 2021 | 182 | $500,200,000 | +$124,990,313 | -$58,460,284 | +$66,530,029 | MSFT, NVDA, AAPL, TGT, VZ | 13F-HR | 20 Aug 2021, 16:35 |
| Q1 2021 | 111 | $405,470,000 | +$83,243,383 | -$71,544,378 | +$11,699,005 | MSFT, AAPL, VZ, NVDA, TGT | 13F-HR | 05 May 2021, 12:46 |
| Q4 2020 | 101 | $382,865,000 | +$48,244,572 | -$25,724,621 | +$22,519,951 | AAPL, MSFT, NVDA, VZ, QCOM | 13F-HR | 22 Jan 2021, 16:46 |
| Q3 2020 | 95 | $344,545,000 | +$45,033,212 | -$29,017,365 | +$16,015,847 | MSFT, AAPL, VZ, NVDA, HD | 13F-HR | 23 Oct 2020, 11:39 |
| Q2 2020 | 98 | $311,173,000 | +$57,696,470 | -$40,306,536 | +$17,389,934 | MSFT, AAPL, VZ, HD, NVDA | 13F-HR | 14 Aug 2020, 13:51 |
| Q1 2020 | 91 | $256,842,000 | +$61,848,194 | -$90,520,996 | -$28,672,802 | MSFT, VZ, AAPL, T, CMCSA | 13F-HR | 04 May 2020, 20:54 |
| Q4 2019 | 100 | $326,301,000 | +$46,725,431 | -$37,547,542 | +$9,177,889 | MSFT, VZ, AAPL, JPM, TXN | 13F-HR | 23 Jan 2020, 21:01 |
| Q3 2019 | 93 | $301,376,000 | +$33,850,434 | -$87,169,776 | -$53,319,342 | MSFT, VZ, MINT, HD, JPM | 13F-HR | 12 Nov 2019, 16:57 |
| Q2 2019 | 379 | $345,439,000 | +$77,375,158 | -$25,090,641 | +$52,284,517 | MSFT, VZ, MINT, CSCO, USMV | 13F-HR | 30 Jul 2019, 13:41 |
| Q1 2019 | 98 | $285,302,000 | +$108,338,481 | -$61,562,519 | +$46,775,962 | MINT, MSFT, VZ, CSCO, NEE | 13F-HR | 30 Apr 2019, 18:04 |
| Q4 2018 | 72 | $218,981,000 | +$65,991,888 | -$99,888,388 | -$33,896,500 | MINT, VZ, MSFT, UNH, CSCO | 13F-HR | 01 Feb 2019, 12:40 |
| Q3 2018 | 89 | $279,394,000 | +$48,523,575 | -$40,922,923 | +$7,600,652 | MSFT, VZ, NVDA, V, UNH | 13F-HR | 05 Oct 2018, 18:41 |
| Q2 2018 | 86 | $243,892,000 | +$4,470,000 | -$1,607,701 | +$2,862,299 | MSFT, VZ, T, UNH, NVDA | 13F-HR | 24 Sep 2018, 16:04 |
| Q1 2018 | 84 | $246,438,000 | +$81,525,160 | -$52,582,002 | +$28,943,158 | MSFT, VZ, T, UNH, NVDA | 13F-HR | 13 Jun 2018, 12:15 |
| Q4 2017 | 89 | $225,897,000 | +$22,029,284 | -$81,575,137 | -$59,545,853 | MSFT, VZ, T, NVDA, UNH | 13F-HR | 12 Feb 2018, 17:35 |
| Q3 2017 | 143 | $269,894,000 | +$13,667,140 | -$13,563,424 | +$103,716 | VZ, MSFT, T, UNH, NVDA | 13F-HR | 13 Nov 2017, 14:05 |
| Q2 2017 | 130 | $254,095,000 | +$92,366,668 | -$7,166,463 | +$85,200,205 | VZ, T, MSFT, UNH, NVDA | Restatement | 14 Aug 2017, 13:47 |
| Q1 2017 | 76 | $162,169,000 | +$27,476,290 | -$75,199,235 | -$47,722,945 | VZ, T, MSFT, UNH, V | 13F-HR | 24 May 2017, 18:39 |
| Q4 2016 | 452 | $207,880,000 | +$69,349,275 | -$46,691,720 | +$22,657,555 | VZ, T, MSFT, MINT, UNH | 13F-HR | 24 Mar 2017, 11:48 |
| Q3 2016 | 115 | $181,261,831 | $0 | $0 | $0 | T, VZ, MSFT, PFF, UNH | 13F-HR | 07 Nov 2016, 14:10 |