Ibex Wealth Advisors

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
James J Varaklis - CHIEF COMPLIANCE OFFICER
Location
Bedminster, NJ
Holdings as of
September 30, 2024
Value $
$90.5M
Num holdings
68
Date filed
11/4/2024, 10:58 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included ABBV, AMZN, CCL, FTNT, and AKAM.
Previous filing
Q2 2024 - Aug 6, 2024
Our algorithm has found invalid data in this filing
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
JAMES J VARAKLIS CHIEF COMPLIANCE OFFICER New Jersey, Lebanon 11/4/2024