• 13F History

IBEX WEALTH ADVISORS

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$756M
Signature - Title
James J. Varaklis - CHIEF COMPLIANCE OFFICER
Location
Bedminster, NJ
Summary
This page shows a list of all the recent 13F filings made by IBEX WEALTH ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. IBEX WEALTH ADVISORS reported 122 stock holdings with total value $756M as of Q1 2025. Top holdings included NVDA, AAPL, MSFT, AVGO, and WMB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 122 $756M +$86.6M -$146M -$59.1M NVDA, AAPL, MSFT, AVGO, WMB 13F-HR 4/15/2025, 10:05 AM
Q4 2024 204 $849M +$566M -$46.5M +$519M NVDA, AVGO, MSFT, AAPL, AMZN 13F-HR 1/23/2025, 10:48 AM
Q3 2024 68 $90.5M $0 $0 ABBV, AMZN, CCL, FTNT, AKAM 13F-HR 11/4/2024, 10:58 AM
Q2 2024 286 $641M +$204M -$111M +$92.4M NVDA, AVGO, MSFT, AAPL, AMZN 13F-HR 8/6/2024, 11:06 AM
Q1 2024 61 $205M $0 $0 OKE, CVX, WMB, UNH, PEP 13F-HR 4/18/2024, 09:16 AM
Q4 2023 101 $457K +$15.4K -$433M -$433M NVDA, MSFT, AAPL, AVGO, OKE 13F-HR 1/29/2024, 04:50 PM
Q3 2023 137 $393M +$58.1M -$75M -$16.8M NVDA, MSFT, AAPL, AVGO, OKE 13F-HR 11/7/2023, 11:46 AM
Q1 2023 103 $386M +$48M -$23.2M +$24.8M NVDA, MSFT, AAPL, AVGO, OKE 13F-HR 5/15/2023, 08:52 AM
Q4 2022 174 $443M +$56.8M -$16.5M +$40.3M MSFT, AAPL, OKE, CVX, NVDA 13F-HR 2/6/2023, 10:34 AM
Q3 2022 147 $385M +$44.4M -$18.8M +$25.5M AAPL, MSFT, HRB, VZ, NVDA 13F-HR 10/31/2022, 06:55 AM
Q2 2022 155 $434M +$63.5M -$34.4M +$29M MSFT, AAPL, VZ, NVDA, UNH 13F-HR 8/15/2022, 07:06 PM
Q1 2022 171 $522M +$87.9M -$33.4M +$54.4M NVDA, MSFT, AAPL, CVX, UPS 13F-HR 5/16/2022, 11:23 AM
Q4 2021 192 $565M +$63.1M -$15.6M +$47.4M NVDA, MSFT, AAPL, TGT, DHR 13F-HR 2/22/2022, 08:11 AM
Q3 2021 428 $519M +$65.9M -$27.7M +$38.2M MSFT, NVDA, AAPL, TGT, VZ 13F-HR 11/12/2021, 02:40 PM
Q2 2021 182 $500M +$125M -$58.5M +$66.5M MSFT, NVDA, AAPL, TGT, VZ 13F-HR 8/20/2021, 04:35 PM
Q1 2021 111 $405M +$83.2M -$71.5M +$11.7M MSFT, AAPL, VZ, NVDA, TGT 13F-HR 5/5/2021, 12:46 PM
Q4 2020 101 $383M +$48.2M -$6.16M +$42.1M AAPL, MSFT, NVDA, VZ, QCOM 13F-HR 1/22/2021, 03:46 PM
Q3 2020 95 $345M +$45M -$4.95M +$40.1M MSFT, AAPL, VZ, NVDA, HD 13F-HR 10/23/2020, 11:39 AM
Q2 2020 98 $311M +$57.7M -$9.78M +$47.9M MSFT, AAPL, VZ, HD, NVDA 13F-HR 8/14/2020, 01:51 PM
Q1 2020 91 $257M +$61.8M -$19.1M +$42.7M MSFT, VZ, AAPL, T, CMCSA 13F-HR 5/4/2020, 08:54 PM
Q4 2019 99 $322M +$46.7M -$6.13M +$40.6M MSFT, VZ, AAPL, JPM, TXN 13F-HR 1/23/2020, 08:01 PM
Q3 2019 93 $301M +$33.9M -$3.84M +$30M MSFT, VZ, MINT, HD, JPM 13F-HR 11/12/2019, 03:57 PM
Q2 2019 409 $343M +$77.8M -$18.2M +$59.6M MSFT, VZ, MINT, CSCO, USMV 13F-HR 7/30/2019, 01:41 PM
Q1 2019 98 $285M +$108M -$37.9M +$70.4M MINT, MSFT, VZ, CSCO, NEE 13F-HR 4/30/2019, 06:04 PM
Q4 2018 72 $219M +$66M -$17.6M +$48.4M MINT, VZ, MSFT, UNH, CSCO 13F-HR 2/1/2019, 11:40 AM
Q3 2018 89 $279M +$49.3M -$9.03M +$40.3M MSFT, VZ, NVDA, V, UNH 13F-HR 10/5/2018, 06:41 PM
Q2 2018 84 $244M +$4.47M -$921K +$3.55M MSFT, VZ, T, UNH, NVDA 13F-HR 9/24/2018, 04:04 PM
Q1 2018 84 $246M +$81.5M -$6.97M +$74.6M MSFT, VZ, T, UNH, NVDA 13F-HR 6/13/2018, 12:15 PM
Q4 2017 89 $226M +$22M -$4.65M +$17.4M MSFT, VZ, T, NVDA, UNH 13F-HR 2/12/2018, 04:35 PM
Q3 2017 143 $270M +$13.7M -$3.85M +$9.81M VZ, MSFT, T, UNH, NVDA 13F-HR 11/13/2017, 01:05 PM
Q2 2017 130 $254M +$92.4M -$1.31M +$91.1M VZ, T, MSFT, UNH, NVDA Restatement 8/14/2017, 01:47 PM
Q1 2017 76 $162M +$27.7M -$6.62M +$21.1M VZ, T, MSFT, UNH, CMCSA 13F-HR 5/24/2017, 06:39 PM
Q4 2016 429 $208M +$69.4M -$33.2M +$36.2M VZ, T, MSFT, MINT, UNH 13F-HR 3/24/2017, 11:48 AM
Q3 2016 113 $181M T, VZ, MSFT, PFF, UNH 13F-HR 11/7/2016, 01:10 PM