Ibex-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "NLY", "JXN", "NVG", "ABBV", "SKT", "GOOGL", "AXP", "NMZ", "T", "BLK", null, "AVGO", "APP", "BRO", "BTZ", "HRB", null, "NUV", "NAD", "PFS", null, null, null, "NRK", "PFN", "FITB", "IBKR", "BHK", "QCOM", "LAMR", null, "EMR", "MUB", "META", "VKQ", null, null, null, "BBN", null, "KMI", "LRCX", null, null, null, "NAN", "MA", "MSFT", "MAA", "BX", "ANET", "OKE", null, "DOC", null, "PANW", null, "PGR", "AAPL", "SPY", "BXSL", "NVDA", "PLTR", "VZ", "JPC", "AMGN", null, null, null, "SHEL", null, "IBM", "TFC", "UBER", "UNM", "NEM", "IEF", "TSM", null, "VYM", "VRT", "NFG", "AFL", null, "PEG", "AMZN", "NEA", null, "VUG", null, "V", "VIRT", "VICI", "WFC", "WMB", "ADC", "KIM", "NZF", "LYB", null, "AXS", "BRK-B", "OWL", "CVX", "CFG", "CME", "CCEP", "CNO", "COST", "DLR", null, "EFA", "USMV", "NEE", "QQQ", "LLY", "TSLA", "NFLX", "PH", "XLK", "ITOT", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-15
- Total Holdings
- 122
- Total Value
- 756072783
- Accession Number
- 0001686242-25-000002
- Form Type
- 13F-HR
- Manager Name
- Ibex-Wealth-Advisors
Data Enrichment
79% identified96 identified26 unidentified
Holdings
122 positions • $756.1M total value
Manager:
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