IBEX WEALTH ADVISORS - Portfolio overview

IBEX WEALTH ADVISORS has 238 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORP, 10.01%
2. AVGO - BROADCOM INC, 3.82%
3. AAPL - APPLE INC, 2.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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