IBEX WEALTH ADVISORS: summary

IBEX WEALTH ADVISORS reported 215 positions with a reported value of $1.29B in its 13F for Q3 2026. Compared with Q2 2026: 33 new positions, 27 exited.

Top positions

• NVIDIA CORPORATION
• MICRON TECHNOLOGY INC COM
• BROADCOM INC COM
• PALANTIR TECHNOLOGIES INC CL A
• APPLE INC COM
• MICROSOFT CORP COM
• DELL TECHNOLOGIES INC CL C
• Jackson Financial Inc
• VERTIV HOLDINGS CO
• MERCK & CO INC COM