IBEX WEALTH ADVISORS

13F Portfolio Filings

Most recent 13F
Q1 2024
Location
Bedminster, NJ
CIK
0001686242
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2024 109 368,904 MSFT, AAPL, OKE, CVX 13F-HR 4/18/2024 000168624224000002
Q4 2023 109 460 NVDA, MSFT, AAPL, AVGO 13F-HR 1/29/2024 000168624224000001
Q3 2023 111 392,886 NVDA, MSFT, AAPL, AVGO 13F-HR 11/7/2023 000168624223000004
Q1 2023 103 385,611 NVDA, MSFT, AAPL, AVGO 13F-HR 5/15/2023 000168624223000002
Q4 2022 174 442,639 MSFT, AAPL, OKE, CVX 13F-HR 2/6/2023 000168624223000001
Q3 2022 147 384,737 AAPL, MSFT, HRB, VZ 13F-HR 10/31/2022 000168624222000003
Q2 2022 155 434,230 MSFT, AAPL, VZ, NVDA 13F-HR 8/15/2022 000168624222000002
Q1 2022 171 522,240 NVDA, MSFT, AAPL, CVX 13F-HR 5/16/2022 000168624222000001
Q4 2021 192 564,872 NVDA, MSFT, AAPL, TGT 13F-HR 2/22/2022 000110465922025414
Q3 2021 448 519,353 MSFT, NVDA, AAPL, TGT 13F-HR 11/12/2021 000110465921137939
Q2 2021 182 500,200 MSFT, NVDA, AAPL, TGT 13F-HR 8/20/2021 000110465921108192
Q1 2021 111 405,470 MSFT, AAPL, VZ, NVDA 13F-HR 5/5/2021 000168624221000002
Q4 2020 101 382,865 AAPL, MSFT, NVDA, VZ 13F-HR 1/22/2021 000168624221000001
Q3 2020 95 344,545 MSFT, AAPL, VZ, NVDA 13F-HR 10/23/2020 000168624220000004
Q2 2020 98 311,173 MSFT, AAPL, VZ, HD 13F-HR 8/14/2020 000168624220000003
Q1 2020 91 256,842 MSFT, VZ, AAPL, T 13F-HR 5/5/2020 000168624220000002
Q4 2019 100 326,301 MSFT, VZ, AAPL, JPM 13F-HR 1/24/2020 000168624220000001
Q3 2019 93 301,376 MSFT, VZ, MINT, HD 13F-HR 11/12/2019 000168624219000004
Q2 2019 454 346,634 MSFT, VZ, MINT, CSCO 13F-HR 7/30/2019 000168624219000003
Q1 2019 98 285,302 MINT, MSFT, VZ, CSCO 13F-HR 5/1/2019 000168624219000002
Q4 2018 72 218,981 MINT, VZ, MSFT, UNH 13F-HR 2/1/2019 000168624219000001
Q3 2018 89 279,394 MSFT, VZ, NVDA, V 13F-HR 10/9/2018 000168624218000007
Q2 2018 86 249,766 MSFT, VZ, T, UNH 13F-HR 9/24/2018 000168624218000006
Q1 2018 84 246,438 MSFT, VZ, T, UNH 13F-HR 6/13/2018 000168624218000004
Q4 2017 89 225,897 MSFT, VZ, T, NVDA 13F-HR 2/13/2018 000168624218000002
Q3 2017 143 269,894 VZ, MSFT, T, UNH 13F-HR 11/13/2017 000168624217000005
Q2 2017 130 254,095 VZ, T, MSFT, UNH RESTATEMENT 8/14/2017 000168624217000004
Q1 2017 76 162,169 VZ, T, MSFT, UNH 13F-HR 5/25/2017 000168624217000002
Q4 2016 461 208,863 VZ, T, MSFT, MINT 13F-HR 3/24/2017 000168624217000001
Q3 2016 116 182,516 T, VZ, MSFT, PFF 13F-HR 11/7/2016 000076461116000020
Additional filings from Ibex Wealth Advisors that have since been restated