Ibex Wealth Advisors
210 holdingsFiling period: 2026-06-30Current AUM: $1.29Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corp | 685.0K | $137.1M | $147.5M | 11.43% | +5.1K | 2026-06-30 |
| 2 | MU | Micron Technology | 63.7K | $73.5M | $62.6M | 4.85% | +12.5K | 2026-06-30 |
| 3 | AVGO | Broadcom Inc | 144.1K | $54.4M | $50.7M | 3.93% | -2,176 | 2026-06-30 |
| 4 | AAPL | Apple Inc | 117.7K | $34.1M | $40.5M | 3.14% | +80 | 2026-06-30 |
| 5 | VRT | Vertiv Holdings | 100.1K | $33.5M | $24.3M | 1.88% | +602 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 73.2K | $27.3M | $38.8M | 3.01% | +725 | 2026-06-30 |
| 7 | WMB | Williams Cos | 357.4K | $26.6M | $26.5M | 2.06% | +1.1K | 2026-06-30 |
| 8 | DELL | Dell Technologies | 56.3K | $24.3M | $27.8M | 2.15% | +53.4K | 2026-06-30 |
| 9 | GOOGL | Alphabet Inc | 66.9K | $23.9M | $21.7M | 1.68% | +796 | 2026-06-30 |
| 10 | APP | Applovin Corp | 45.9K | $23.6M | $11.9M | 0.92% | +134 | 2026-06-30 |
| 11 | PLTR | Palantir Technologies | 183.4K | $21.4M | $36.1M | 2.80% | +842 | 2026-06-30 |
| 12 | JXN | Jackson Financial | 201.4K | $20.6M | $27.1M | 2.10% | +1.7K | 2026-06-30 |
| 13 | AMZN | Amazon.com | 82.8K | $19.7M | $21.1M | 1.63% | +451 | 2026-06-30 |
| 14 | TBIL | F/M U S | 390.2K | $19.5M | $19.4M | 1.51% | -616 | 2026-06-30 |
| 15 | LRCX | Lam Research | 42.2K | $18.3M | $10.7M | 0.83% | +2.3K | 2026-06-30 |
| 16 | KMI | Kinder Morgan | 568.4K | $18.2M | $19.1M | 1.48% | +7.1K | 2026-06-30 |
| 17 | TSM | Taiwan Semiconductor | 37.8K | $18.0M | $16.6M | 1.29% | +1.1K | 2026-06-30 |
| 18 | UNH | Unitedhealth Group | 39.4K | $16.4M | $16.1M | 1.24% | +13.6K | 2026-06-30 |
| 19 | OKE | Oneok Inc | 188.1K | $16.4M | $17.8M | 1.38% | +1.0K | 2026-06-30 |
| 20 | ABBV | Abbvie Inc | 63.4K | $16.0M | $18.1M | 1.41% | -19,515 | 2026-06-30 |
| 21 | NLY | Annaly Capital | 691.1K | $15.5M | $12.6M | 0.98% | +21.1K | 2026-06-30 |
| 22 | LLY | Eli Lilly | 12.2K | $14.6M | $15.7M | 1.22% | +4.1K | 2026-06-30 |
| 23 | IBKR | Interactive Brokers | 163.6K | $14.2M | $13.7M | 1.06% | +3.8K | 2026-06-30 |
| 24 | VZ | Verizon Communications | 333.9K | $14.1M | $14.4M | 1.12% | +7.6K | 2026-06-30 |
| 25 | AMAT | Applied Materials | 19.0K | $13.7M | $7.9M | 0.61% | +16.1K | 2026-06-30 |
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