Top 50 Ibex Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 11.04% | 679.9K | $118.6M | -0.38%(-2.60K) | $127.02(+77.79%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.21% | 146.3K | $45.3M | -13.08%(-22.00K) | $137.68(+202.72%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.78% | 117.6K | $29.9M | +3.69%(+4.18K) | $206.50(+44.73%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.5% | 72.4K | $26.8M | -10.79%(-8.76K) | $434.57(-6.76%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES | 2.49% | 182.5K | $26.7M | -3.64%(-6.90K) | $46.18(+181.61%) | 2026-03-31 | |
| WMB | WILLIAMS COS | 2.41% | 356.3K | $25.9M | +2.76%(+9.57K) | $39.03(+93.99%) | 2026-03-31 | |
| MINT | PIMCO EHNANCED | 2.39% | 255.1K | $25.7M | new | $100.46(+0.07%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS | 2.32% | 99.5K | $24.9M | +1.94%(+1.89K) | $93.93(+293.89%) | 2026-03-31 | |
| JXN | JACKSON FINANCIAL | 1.97% | 199.7K | $21.1M | +1.83%(+3.59K) | $72.02(+50.37%) | 2026-03-31 | |
| TBIL | F/M U S | 1.81% | 390.8K | $19.5M | +19.67%(+64.23K) | $49.94(-0.06%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +29.56% | +117.48% |
| Top 20 Holdings Unweighted | +19.46% | +70.49% |
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