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Home > Institutional Investor > Ibex Wealth Advisors > Profile

Instuitional Investor - Ibex Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Ibex Wealth Advisors
Portfolio Value $756,072,783
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 661,317 $71,673,533 9.48%
2.
Apple Inc.
 AAPL 136,618 $30,346,932 4.01%
3.
Microsoft Corp
 MSFT 68,511 $25,718,105 3.4%
4.
Broadcom Inc.
 AVGO 151,869 $25,427,456 3.36%
5.
Williams Companies Inc.
 WMB 340,287 $20,335,512 2.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)