IW
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IBEX WEALTH ADVISORS13F | |
| IBEX WEALTH ADVISORS | |
| Last update 2025-04-15 | 122 Stocks (17 new) |
| Value $756.00 Mil | Turnover 11 % |
IBEX WEALTH ADVISORS Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 661,317 | 71,673.5 | -9.51% | 9.480 | -1.10% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AAPL | Apple Inc | 136,618 | 30,346.9 | +7.26% | 4.010 | +0.27% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 68,511 | 25,718.1 | -10.98% | 3.400 | -0.42% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AVGO | Broadcom Inc | 151,869 | 25,427.5 | -10.76% | 3.360 | -0.50% | 0.000 | +66.10% | +22.87% | 1,332,681.5 | Semiconductors | |
WMB | Williams Companies Inc | 340,287 | 20,335.5 | +0.88% | 2.690 | +0.02% | 0.030 | +2.09% | +11.58% | 72,466.7 | Oil & Gas | |
OKE | ONEOK Inc | 175,915 | 17,454.2 | -1.96% | 2.310 | -0.04% | 0.030 | -2.18% | -15.09% | 52,031.9 | Oil & Gas | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 68,974 | 17,151.2 | +7.44% | 2.270 | +0.16% | 0.010 | +20.50% | +31.78% | 265,686.6 | Software | |
AMZN | Amazon.com Inc | 86,914 | 16,536.3 | -0.43% | 2.190 | -0.01% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
V | Visa Inc | 45,680 | 16,009.0 | +7.80% | 2.120 | +0.15% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
JXN | Jackson Financial Inc | 190,632 | 15,971.2 | -2.67% | 2.110 | -0.05% | 0.260 | +21.85% | +2.46% | 6,250.9 | Insurance |
IBEX WEALTH ADVISORS's Historical Top Holdings Breakdowns
IBEX WEALTH ADVISORS's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EFA | iShares MSCI EAFE ETF | 2025-03-31 | New Buy New Buy | +1.14% | 74.85 ($80.6) 84.89 | $88.36 | 9.63% | New holding | 105,036 | 105,036 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.10% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -9.51% | 661,317 | -69,514 | |
MAA |
Mid-America Apartment Communities Inc
Mid-America Apartment Communities Inc
| 2025-03-31 | New Buy New Buy | +0.89% | 146.9 ($158.27) 170.92 | $150.77 | -4.74% | New holding | 40,168 | 40,168 | |
WHR | Whirlpool Corp | 2025-03-31 | Sold Out Sold Out | -0.86% | 88.58 ($106.04) 133.14 | $93.18 | -12.13% | Sold Out | 0 | -63,548 | |
CMCSA | Comcast Corp | 2025-03-31 | Sold Out Sold Out | -0.85% | 33.19 ($36.08) 38.23 | $34.54 | -4.27% | Sold Out | 0 | -191,555 | |
CME | CME Group Inc | 2025-03-31 | New Buy New Buy | +0.78% | 225.82 ($246.67) 266.54 | $274.70 | 11.36% | New holding | 22,332 | 22,332 | |
DOC | Healthpeak Properties Inc | 2025-03-31 | New Buy New Buy | +0.67% | 19.46 ($20.23) 21.2 | $18.32 | -9.44% | New holding | 250,041 | 250,041 | |
UBER | Uber Technologies Inc | 2025-03-31 | New Buy New Buy | +0.67% | 63.17 ($72.04) 81.49 | $90.59 | 25.75% | New holding | 70,001 | 70,001 | |
ELF | e.l.f. Beauty Inc | 2025-03-31 | Sold Out Sold Out | -0.65% | 62.41 ($87.09) 133.91 | $117.63 | 35.07% | Sold Out | 0 | -43,962 | |
BKNG | Booking Holdings Inc | 2025-03-31 | Sold Out Sold Out | -0.60% | 4295.4 ($4781.72) 5141.88 | $5,702.90 | 19.26% | Sold Out | 0 | -1,020 |
IBEX WEALTH ADVISORS Total Holding History ($B)
IBEX WEALTH ADVISORS's Asset Allocation
IBEX WEALTH ADVISORS Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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IBEX WEALTH ADVISORS's Hypothetical Growth since 2025-03-31
IBEX WEALTH ADVISORS's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
IBEX WEALTH ADVISORS's Holdings Heat Map
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IBEX WEALTH ADVISORS's Holdings Bubble Chart
IBEX WEALTH ADVISORS News
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