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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 $849,207,846
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 730,831 $98,143,333 11.55%
2.
Broadcom Inc.
 AVGO 170,177 $39,453,727 4.64%
3.
Microsoft Corp
 MSFT 76,964 $32,440,473 3.82%
4.
Apple Inc.
 AAPL 127,368 $31,895,569 3.75%
5.
Amazon Com Inc
 AMZN 87,286 $19,149,686 2.25%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)