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IBEX WEALTH ADVISORS

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BEDMINSTER NJ Investment Advisor
13F Summary
Ibex Wealth Advisors is based out of Bedminster. Ibex Wealth Advisors is a large advisory firm with 654 clients and discretionary assets under management (AUM) of $554,768,320 (Form ADV from 2023-12-04). Their last reported 13F filing for Q4 2023 included $460,054 in managed 13F securities and a top 10 holdings concentration of 37.88%. Ibex Wealth Advisors's largest holding is NVIDIA Corp. with shares held of 82. Whalewisdom has at least 30 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
NVDA NVIDIA Corp. 8.8%
MSFT Microsoft Corp. 5.83%
AAPL Apple Inc 4.88%
AVGO Broadcom Ltd. (Avago 4.45%
OKE ONEOK Inc. (Oklahoma 2.6%

2023-12-31

13F Activity

Market Value $460k, Prior: $393m
New Purchases 15 stocks
Added To 0 stocks
Sold out of 17 stocks
Reduced holdings in 94 stocks
Top 10 Holdings % 37.88%
Turnover %[1] 29.36%
Turnover Alt %[2] 3.62%
Time Held Top 20 0.75 quarters
Time Held Top 10 0.8 quarters
Time Held All 0.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance