IBEX WEALTH ADVISORS
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1686242
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.1B
Holdings
203
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
IBEX WEALTH ADVISORS disclosed 203 positions worth $1.1B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 11.0% of the equity portfolio, followed by $AVGO and $AAPL. During the quarter the fund opened 76 new positions and exited 10 and a full exit from $UNM. The portfolio is most concentrated in Technology (37.7% of disclosed assets). All figures are sourced directly from IBEX WEALTH ADVISORS’s Form 13F-HR filing with the SEC under CIK 1686242.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyOtherFinancialsEnergyHealthcareReal Estate
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 90.2#1
Quality
$118.6M679,916 sh - 86.4#9
Quality
$45.3M146,252 sh - 76.1#112
Quality
$29.9M117,630 sh - 83.7
Quality
$26.8M72,440 sh - 85.8
Quality
$26.7M182,544 sh - 72.8
Quality
$25.9M356,290 sh PIMCO EHNANCED
—Quality
$25.7M255,083 sh- 82.7
Quality
$24.9M99,511 sh - 67.5
Quality
$21.1M199,723 sh F/M U S
—Quality
$19.5M390,826 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $118.6M | 679,916 |
 Broadcom Inc.$AVGO | 86.4#9 | $45.3M | 146,252 |
 Apple Inc.$AAPL | 76.1#112 | $29.9M | 117,630 |
 MICROSOFT CORP$MSFT | 83.7 | $26.8M | 72,440 |
 Palantir Technologies Inc.$PLTR | 85.8 | $26.7M | 182,544 |
 WILLIAMS COMPANIES, INC.$WMB | 72.8 | $25.9M | 356,290 |
| PIMCO EHNANCED | — | $25.7M | 255,083 |
 Vertiv Holdings Co$VRT | 82.7 | $24.9M | 99,511 |
 Jackson Financial Inc.$JXN | 67.5 | $21.1M | 199,723 |
| F/M U S | — | $19.5M | 390,826 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of IBEX WEALTH ADVISORS's 203 positions.
Showing top 10 of 203 holdings.
Sector Allocation
Technology
$405.2M
Other
$139.1M
Financials
$130.7M
Energy
$112.8M
Healthcare
$74.0M
Real Estate
$64.8M
Industrials
$39.7M
Communication Services
$39.1M
Full Holdings — IBEX WEALTH ADVISORS (Q1 2026)
All 203 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $118.6M | 11.0% | -0% | 90.2 |
| 2 | $AVGO | Broadcom Inc. | $45.3M | 4.2% | -13% | 86.4 |
| 3 | $AAPL | Apple Inc. | $29.9M | 2.8% | +4% | 76.1 |
| 4 | $MSFT | MICROSOFT CORP | $26.8M | 2.5% | -11% | 83.7 |
| 5 | $PLTR | Palantir Technologies Inc. | $26.7M | 2.5% | -4% | 85.8 |
| 6 | $WMB | WILLIAMS COMPANIES, INC. | $25.9M | 2.4% | +3% | 72.8 |
| 7 | — | PIMCO EHNANCED | $25.7M | 2.4% | NEW | — |
| 8 | $VRT | Vertiv Holdings Co | $24.9M | 2.3% | +2% | 82.7 |
| 9 | $JXN | Jackson Financial Inc. | $21.1M | 2.0% | +2% | 67.5 |
| 10 | — | F/M U S | $19.5M | 1.8% | +20% | — |
| 11 |  $GOOG | Alphabet Inc. | $19.0M | 1.8% | +4% | 80.2 |
| 12 |  $KMI | KINDER MORGAN, INC. | $18.8M | 1.8% | +4% | 74.6 |
| 13 |  $APP | AppLovin Corp | $18.2M | 1.7% | +2% | 86.8 |
| 14 |  $ABBV | AbbVie Inc. | $18.0M | 1.7% | +40% | 59.3 |
| 15 |  $MU | MICRON TECHNOLOGY INC | $17.3M | 1.6% | +1% | 88.4 |
| 16 |  $AMZN | AMAZON COM INC | $17.1M | 1.6% | +5% | 74.6 |
| 17 |  $T | AT&T INC. | $16.9M | 1.6% | +6% | 71.9 |
| 18 |  $OKE | ONEOK INC /NEW/ | $16.9M | 1.6% | +3% | 72 |
| 19 |  $VZ | VERIZON COMMUNICATIONS INC | $16.4M | 1.5% | +7% | 71.6 |
| 20 |  $AMGN | AMGEN INC | $15.4M | 1.4% | +51% | 79.5 |
| 21 |  $XOM | EXXON MOBIL CORP | $15.0M | 1.4% | NEW | 61.8 |
| 22 |  $SHEL | Shell plc | $15.0M | 1.4% | +5% | — |
| 23 |  $NLY | ANNALY CAPITAL MANAGEMENT INC | $14.2M | 1.3% | +7% | — |
| 24 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $12.4M | 1.2% | +11% | — |
| 25 |  $MRK | Merck & Co., Inc. | $12.2M | 1.1% | +7% | 70.9 |
| 26 |  $CVX | CHEVRON CORP | $11.7M | 1.1% | +8% | 54.7 |
| 27 |  $V | VISA INC. | $10.9M | 1.0% | +2% | 83.5 |
| 28 |  $IBKR | Interactive Brokers Group, Inc. | $10.7M | 1.0% | +3% | 75.5 |
| 29 |  $PFE | PFIZER INC | $10.6M | 1.0% | +10% | 69 |
| 30 |  $CME | CME GROUP INC. | $10.3M | 1.0% | +7% | 74.5 |
| 31 |  $META | Meta Platforms, Inc. | $10.1M | 0.9% | +4% | 80.9 |
| 32 |  $PANW | Palo Alto Networks Inc | $9.5M | 0.9% | -14% | 66.5 |
| 33 |  $WWD | Woodward, Inc. | $9.4M | 0.9% | NEW | 70.2 |
| 34 |  $CTRE | CareTrust REIT, Inc. | $9.2M | 0.9% | +8% | 73.4 |
| 35 |  $GEV | GE Vernova Inc. | $9.2M | 0.8% | +122% | 70.1 |
| 36 |  $ANET | Arista Networks, Inc. | $9.1M | 0.8% | +5% | 86 |
| 37 |  $KIM | KIMCO REALTY CORP | $9.1M | 0.8% | +18% | 70.1 |
| 38 |  $HWM | Howmet Aerospace Inc. | $9.1M | 0.8% | +6% | 79.1 |
| 39 |  $TFC | TRUIST FINANCIAL CORP | $8.9M | 0.8% | +6% | — |
| 40 |  $NFG | NATIONAL FUEL GAS CO | $8.9M | 0.8% | +8% | 80.4 |
| 41 |  $LRCX | LAM RESEARCH CORP | $8.5M | 0.8% | +135% | 82.4 |
| 42 |  $ADC | AGREE REALTY CORP | $8.2M | 0.8% | +10% | 57.4 |
| 43 |  $SNEX | StoneX Group Inc. | $8.1M | 0.8% | +63% | 60.3 |
| 44 |  $HST | HOST HOTELS & RESORTS, INC. | $7.9M | 0.7% | NEW | 72.6 |
| 45 |  $APH | AMPHENOL CORP /DE/ | $7.8M | 0.7% | NEW | 80.5 |
| 46 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $7.7M | 0.7% | +1% | — |
| 47 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $7.6M | 0.7% | +6% | 75.4 |
| 48 |  $LAMR | LAMAR ADVERTISING CO/NEW | $7.5M | 0.7% | +11% | 67.8 |
| 49 |  $LLY | ELI LILLY & Co | $7.4M | 0.7% | +13% | 89.3 |
| 50 |  $JPM | JPMORGAN CHASE & CO | $7.4M | 0.7% | +2% | 35.6 |
| 51 |  $SPY | SPDR S&P 500 ETF TRUST | $7.1M | 0.7% | -4% | — |
| 52 | — | ISHARES MSCI | $7.0M | 0.7% | -9% | — |
| 53 |  $CAT | CATERPILLAR INC | $7.0M | 0.7% | NEW | 67.8 |
| 54 |  $UNH | UNITEDHEALTH GROUP INC | $7.0M | 0.7% | +11% | 66.8 |
| 55 |  $__PARK_1390777 | Bank of New York Mellon Corp | $7.0M | 0.7% | +2% | 36.7 |
| 56 |  $COF | CAPITAL ONE FINANCIAL CORP | $6.9M | 0.6% | -37% | 71 |
| 57 |  $RTX | RTX Corp | $6.8M | 0.6% | +13% | 70 |
| 58 |  $SLG | SL GREEN REALTY CORP | $6.7M | 0.6% | NEW | 41.5 |
| 59 |  $AMCR | Amcor plc | $6.7M | 0.6% | NEW | — |
| 60 |  $NEM | NEWMONT Corp /DE/ | $6.6M | 0.6% | +8% | 88.3 |
| 61 |  $IVZ | Invesco Ltd. | $6.6M | 0.6% | +1532% | — |
| 62 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6.5M | 0.6% | -36% | 66.7 |
| 63 |  $WMT | Walmart Inc. | $6.4M | 0.6% | +3% | 63.2 |
| 64 |  $BX | Blackstone Inc. | $6.0M | 0.6% | +9% | 68 |
| 65 |  $SCHW | SCHWAB CHARLES CORP | $5.6M | 0.5% | +12% | 77.2 |
| 66 |  $LIN | LINDE PLC | $5.3M | 0.5% | NEW | — |
| 67 | — | ISHARES MSCI | $5.1M | 0.5% | +3% | — |
| 68 |  $PM | Philip Morris International Inc. | $5.1M | 0.5% | NEW | 80.5 |
| 69 |  $CSCO | CISCO SYSTEMS, INC. | $5.0M | 0.5% | NEW | 72.3 |
| 70 |  $EMBJ | EMBRAER S.A. | $4.9M | 0.5% | +12% | — |
| 71 |  $CCZ | COMCAST CORP | $4.8M | 0.5% | +10% | 70.4 |
| 72 | — | STATE STREET | $3.7M | 0.3% | -1% | — |
| 73 |  $PGR | PROGRESSIVE CORP/OH/ | $3.4M | 0.3% | NEW | 83.6 |
| 74 | — | STATE STREET | $2.8M | 0.3% | +1% | — |
| 75 |  $TSLA | Tesla, Inc. | $2.4M | 0.2% | -29% | 50.1 |
| 76 | — | ISHARES SEMICONDUCTOR | $2.4M | 0.2% | -3% | — |
| 77 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $2.2M | 0.2% | -0% | — |
| 78 | — | VANGUARD S&P | $2.2M | 0.2% | +0% | — |
| 79 |  $GILD | GILEAD SCIENCES, INC. | $2.1M | 0.2% | -78% | 77.8 |
| 80 | — | ISHARES TECHNOLOGY | $2.0M | 0.2% | -3% | — |
| 81 |  $GS | GOLDMAN SACHS GROUP INC | $2.0M | 0.2% | -69% | — |
| 82 | — | ISHARES PFD | $2.0M | 0.2% | +6% | — |
| 83 | — | ISHARES S&P | $1.7M | 0.2% | -9% | — |
| 84 | — | NUVEEN AMT | $1.7M | 0.2% | -3% | — |
| 85 |  $GE | GENERAL ELECTRIC CO | $1.7M | 0.2% | -78% | 74.8 |
| 86 | — | ISHARES 7-10YR | $1.6M | 0.1% | -5% | — |
| 87 | — | VANGUARD HIGH | $1.6M | 0.1% | -11% | — |
| 88 | — | PRINCIPAL SPECTRUM | $1.5M | 0.1% | -0% | — |
| 89 |  $BAR | GraniteShares Gold Trust | $1.5M | 0.1% | -5% | — |
| 90 |  $NAD | Nuveen Quality Municipal Income Fund | $1.5M | 0.1% | -3% | — |
| 91 |  $IAU | ISHARES GOLD TRUST | $1.5M | 0.1% | -9% | — |
| 92 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $1.5M | 0.1% | -5% | — |
| 93 | — | VANGUARD SHORT | $1.4M | 0.1% | -54% | — |
| 94 | $IVZ | Invesco Ltd. | $1.3M | 0.1% | +1% | — |
| 95 | — | ISHARES MSCI | $1.3M | 0.1% | +0% | — |
| 96 |  $MS | MORGAN STANLEY | $1.3M | 0.1% | -77% | — |
| 97 | — | VANGUARD GROWTH | $1.3M | 0.1% | NEW | — |
| 98 | — | STATE STREET | $1.2M | 0.1% | -84% | — |
| 99 | — | ISHARES CORE | $1.2M | 0.1% | +0% | — |
| 100 |  $AXP | AMERICAN EXPRESS CO | $1.1M | 0.1% | -82% | 73.2 |
| 101 |  $WELL | WELLTOWER INC. | $1.1M | 0.1% | NEW | 75.7 |
| 102 |  $BTZ | BLACKROCK CREDIT ALLOCATION INCOME TRUST | $1.1M | 0.1% | +1% | — |
| 103 | — | ISHARES AEROSPACE | $1.1M | 0.1% | NEW | — |
| 104 | — | FIDELITY TOTAL | $1.1M | 0.1% | +0% | — |
| 105 | — | STATE STREET | $1.1M | 0.1% | -75% | — |
| 106 | — | VANGUARD MID | $1.1M | 0.1% | NEW | — |
| 107 | — | ISHARES DOW | $1.0M | 0.1% | NEW | — |
| 108 |  $AFL | AFLAC INC | $1.0M | 0.1% | NEW | 60.3 |
| 109 |  $COST | COSTCO WHOLESALE CORP /NEW | $982,180 | 0.1% | NEW | 67 |
| 110 |  $AMAT | APPLIED MATERIALS INC /DE | $981,101 | 0.1% | NEW | 74.8 |
| 111 | — | ISHARES NATIONAL | $967,735 | 0.1% | NEW | — |
| 112 | — | ISHARES CORE | $956,750 | 0.1% | -49% | — |
| 113 | — | ISHARES INTL | $932,224 | 0.1% | +0% | — |
| 114 | — | VANGUARD TOTAL | $924,433 | 0.1% | NEW | — |
| 115 | — | ISHARES 20 | $922,124 | 0.1% | -1% | — |
| 116 |  $JNJ | JOHNSON & JOHNSON | $921,370 | 0.1% | NEW | 72.8 |
| 117 |  $KLAC | KLA CORP | $919,200 | 0.1% | NEW | 84.4 |
| 118 |  $GM | General Motors Co | $918,850 | 0.1% | +5% | 58.7 |
| 119 | — | STATE STREET | $883,641 | 0.1% | -85% | — |
| 120 |  $BHK | BLACKROCK CORE BOND TRUST | $856,121 | 0.1% | +1% | — |
| 121 |  $TRV | TRAVELERS COMPANIES, INC. | $854,808 | 0.1% | NEW | 71.5 |
| 122 |  $CNO | CNO Financial Group, Inc. | $851,667 | 0.1% | -1% | 49.1 |
| 123 |  $VKQ | Invesco Municipal Trust | $849,433 | 0.1% | -2% | — |
| 124 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $843,405 | 0.1% | +0% | 74.6 |
| 125 |  $C | CITIGROUP INC | $841,917 | 0.1% | NEW | 54.8 |
| 126 |  $MCD | MCDONALDS CORP | $834,764 | 0.1% | NEW | 73.9 |
| 127 | — | ISHARES INTEREST | $799,168 | 0.1% | -65% | — |
| 128 | — | ISHARES MSCI | $783,171 | 0.1% | -72% | — |
| 129 | — | FIDELITY ENHANCED | $774,232 | 0.1% | NEW | — |
| 130 | — | ISHARES CONSUMER | $729,514 | 0.1% | NEW | — |
| 131 | — | INVESCO BUILDING | $726,519 | 0.1% | NEW | — |
| 132 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $723,288 | 0.1% | NEW | 69.5 |
| 133 | — | STATE STREET | $709,886 | 0.1% | -69% | — |
| 134 |  $LMT | LOCKHEED MARTIN CORP | $694,446 | 0.1% | NEW | 65 |
| 135 | — | ISHARES U S | $663,177 | 0.1% | NEW | — |
| 136 | — | ISHARES MORNINGSTAR | $660,348 | 0.1% | NEW | — |
| 137 |  $GOOGL | Alphabet Inc. | $644,898 | 0.1% | -89% | 80.2 |
| 138 |  $STT | STATE STREET CORP | $642,420 | 0.1% | -89% | 61.5 |
| 139 | — | VANECK JR | $636,212 | 0.1% | NEW | — |
| 140 | — | GLOBAL X | $628,781 | 0.1% | -9% | — |
| 141 | — | GLOBAL X | $628,145 | 0.1% | -80% | — |
| 142 | $IVZ | Invesco Ltd. | $598,759 | 0.1% | NEW | — |
| 143 | — | STATE STREET | $594,105 | 0.1% | -88% | — |
| 144 |  $MTB | M&T BANK CORP | $593,493 | 0.1% | NEW | 64.1 |
| 145 |  $SCHL | SCHOLASTIC CORP | $591,953 | 0.1% | -1% | 45.5 |
| 146 |  $SNA | Snap-on Inc | $589,962 | 0.1% | NEW | 69.3 |
| 147 |  $WFC | WELLS FARGO & COMPANY/MN | $550,251 | 0.1% | -90% | — |
| 148 |  $FITB | FIFTH THIRD BANCORP | $548,943 | 0.1% | -25% | — |
| 149 | — | VANGUARD DIVIDEND | $522,229 | 0.1% | NEW | — |
| 150 | — | VANGUARD FINANCIALS | $519,483 | 0.1% | NEW | — |
| 151 |  $NI | NISOURCE INC. | $516,153 | 0.1% | +0% | 61.7 |
| 152 | — | U S TREASURY | $504,500 | 0.1% | -97% | — |
| 153 | — | VANGUARD INTERMEDIATE | $500,965 | 0.1% | NEW | — |
| 154 |  $WM | WASTE MANAGEMENT INC | $498,441 | 0.1% | NEW | 70.7 |
| 155 |  $MA | Mastercard Inc | $496,013 | 0.1% | -93% | 81.7 |
| 156 |  $DE | DEERE & CO | $492,893 | 0.1% | NEW | 57.4 |
| 157 | — | ISHARES S&P | $492,848 | 0.1% | -18% | — |
| 158 |  $CBOE | Cboe Global Markets, Inc. | $490,012 | 0.1% | NEW | 81.2 |
| 159 |  $DELL | Dell Technologies Inc. | $481,830 | 0.0% | NEW | 76 |
| 160 | — | NEUBERGER CORE | $448,122 | 0.0% | -27% | — |
| 161 | — | INVESCO DIVIDEND | $433,160 | 0.0% | NEW | — |
| 162 | — | ISHARES MSCI | $428,938 | 0.0% | -47% | — |
| 163 |  $VTR | Ventas, Inc. | $422,966 | 0.0% | NEW | 70.3 |
| 164 |  $BRK.B | BERKSHIRE HATHAWAY INC | $391,029 | 0.0% | NEW | 64.5 |
| 165 | — | VANGUARD ESG | $390,179 | 0.0% | NEW | — |
| 166 | — | ISHARES RUSSELL | $378,507 | 0.0% | NEW | — |
| 167 |  $CEG | Constellation Energy Corp | $377,354 | 0.0% | NEW | 62.5 |
| 168 | — | VANGUARD INFORMATION | $375,134 | 0.0% | NEW | — |
| 169 |  $NZF | Nuveen Municipal Credit Income Fund | $365,875 | 0.0% | +0% | — |
| 170 |  $BBN | BlackRock Taxable Municipal Bond Trust | $363,649 | 0.0% | +1% | — |
| 171 | — | INNOVATOR LADDERED | $361,112 | 0.0% | NEW | — |
| 172 | — | ISHARES RUSSELL | $357,814 | 0.0% | NEW | — |
| 173 | — | VANGUARD FTSE | $352,536 | 0.0% | NEW | — |
| 174 |  $NMZ | NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND | $350,211 | 0.0% | +0% | — |
| 175 |  $NJR | NEW JERSEY RESOURCES CORP | $344,609 | 0.0% | NEW | 79.3 |
| 176 | — | FIDELITY MSCI | $344,467 | 0.0% | NEW | — |
| 177 | — | STATE STREET | $342,047 | 0.0% | -98% | — |
| 178 |  $THG | HANOVER INSURANCE GROUP, INC. | $337,527 | 0.0% | NEW | 69.4 |
| 179 | — | INNOVATOR EQUITY | $336,112 | 0.0% | NEW | — |
| 180 | — | U S GLOBAL | $323,024 | 0.0% | NEW | — |
| 181 |  $ISRG | INTUITIVE SURGICAL INC | $321,313 | 0.0% | NEW | 81.4 |
| 182 | — | FIDELITY MSCI | $320,124 | 0.0% | NEW | — |
| 183 |  $MSI | Motorola Solutions, Inc. | $315,612 | 0.0% | NEW | 73.8 |
| 184 |  $AMX | AMERICA MOVIL SAB DE CV/ | $310,545 | 0.0% | +0% | — |
| 185 |  $ON | ON SEMICONDUCTOR CORP | $309,600 | 0.0% | NEW | 42.4 |
| 186 |  $FDX | FEDEX CORP | $307,687 | 0.0% | NEW | 60.3 |
| 187 |  $EPRT | ESSENTIAL PROPERTIES REALTY TRUST, INC. | $297,984 | 0.0% | NEW | 70.1 |
| 188 | — | VANGUARD MID | $294,324 | 0.0% | NEW | — |
| 189 |  $DD | DuPont de Nemours, Inc. | $290,234 | 0.0% | NEW | 31.1 |
| 190 |  $ORCL | ORACLE CORP | $279,176 | 0.0% | NEW | 67.2 |
| 191 |  $COP | CONOCOPHILLIPS | $273,681 | 0.0% | NEW | 74.8 |
| 192 |  $NEE | NEXTERA ENERGY INC | $269,182 | 0.0% | NEW | 71.7 |
| 193 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $257,992 | 0.0% | -6% | — |
| 194 |  $AMD | ADVANCED MICRO DEVICES INC | $255,509 | 0.0% | NEW | 78.8 |
| 195 | — | ISHARES RUSS | $247,415 | 0.0% | NEW | — |
| 196 | — | STATE STREET | $245,632 | 0.0% | -88% | — |
| 197 |  $IRM | IRON MOUNTAIN INC | $222,461 | 0.0% | NEW | 50.7 |
| 198 |  $ITT | ITT INC. | $216,899 | 0.0% | NEW | 63.1 |
| 199 |  $FIX | COMFORT SYSTEMS USA INC | $212,397 | 0.0% | NEW | 79.5 |
| 200 |  $TT | Trane Technologies plc | $205,392 | 0.0% | NEW | — |
| 201 |  $NAN | NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND | $166,224 | 0.0% | +0% | — |
| 202 |  $BCBP | BCB BANCORP INC | $134,700 | 0.0% | +0% | — |
| 203 |  $NRK | NUVEEN NEW YORK AMT-FREE QUALITY MUNICIPAL INCOME FUND | $116,139 | 0.0% | +0% | — |
New Positions (76)
PIMCO EHNANCED$25.7M
$XOM EXXON MOBIL CORP$15.0M$WWD Woodward, Inc.$9.4M$HST HOST HOTELS & RESORTS, INC.$7.9M$APH AMPHENOL CORP /DE/$7.8M$CAT CATERPILLAR INC$7.0M$SLG SL GREEN REALTY CORP$6.7M$AMCR Amcor plc$6.7M$LIN LINDE PLC$5.3M$PM Philip Morris International Inc.$5.1M$CSCO CISCO SYSTEMS, INC.$5.0M$PGR PROGRESSIVE CORP/OH/$3.4M VANGUARD GROWTH$1.3M
$WELL WELLTOWER INC.$1.1M ISHARES AEROSPACE$1.1M
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Track IBEX WEALTH ADVISORS's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for IBEX WEALTH ADVISORS and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: IBEX WEALTH ADVISORS
13F Pro is an AI hedge fund tracker and stock research platform. For IBEX WEALTH ADVISORS (SEC CIK: 1686242), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in IBEX WEALTH ADVISORS's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.