IBEX Wealth Advisors LLC

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IBEX Wealth Advisors LLC
CRD #168674
SEC #801-78971
CIK #0001686242
AUM $709.7 MM (2024-03-21)
Employees 9 (56% Investors, 44% Brokers)
Phone908-849-4800
Address135 US Highway 202 206
Bedminster, NJ 07921
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
80064048032016002009201420192025
CIK Period
0001686242
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Nvidia Corp 399,550.0 97.1
Broadcom Inc 201,282.9 33.9
Microsoft Corp 1,918,222.4 33.3
Apple Inc 2,382,844.0 22.7
Amazon Com Inc 1,092,997.8 16.3
Oneok Inc /New/ 25,448.2 14.0
Jackson Financial Inc 2,360.3 13.9
Williams Companies Inc 38,659.7 13.7
Qualcomm Inc/DE 147,392.0 12.0
Alphabet Inc 1,475,138.5 11.4
VISA Inc 419,260.5 10.7
Lilly Eli & Co 301,789.7 10.7
H&R Block Inc 5,509.2 10.2
Facebook Inc 434,852.0 10.2
Palo Alto Networks Inc 49,011.6 10.1
Royal Dutch Shell PLC 196,226.7 9.9
AT&T Inc 147,547.0 9.5
Verizon Communications Inc 211,914.0 9.4
elf Beauty Inc 1,495.5 9.1
AbbVie Inc 269,466.6 9.0
Altimar Acquisition Corp 4,574.9 8.6
Amgen Inc 130,083.0 8.0
Mastercard Inc 309,583.1 7.4
International Business Machines Corp 127,593.9 7.3
Comcast Corp 175,303.0 7.0
Kinder Morgan Inc 39,000.5 6.9
FPL Group Inc 150,166.4 6.7
Chevron Corp 294,604.1 6.7
Oracle Corp 182,760.6 6.5
Coca-Cola European Partners PLC 23,835.3 6.4
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AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 277 66.5
(b) Individuals (high net worth individuals) 408 577.1
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 4 1.3
(h) Charitable organizations 1 0.1
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 18 64.8
(n) Other 0 0.0
Total 1,126 709.7
By Discretionary
Discretionary 1,126 709.7
Non-Discretionary 0 0.0
Total 1,126 709.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 709.7
Total 1,126 709.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001686242]
Comparable Firms State AUM ($BB)
Marquette Asset Management LLC
MN 0.7
Leonard Rickey Investment Advisors PLLC
WA 0.7
Bass and Bell Inc
AR 0.7
Aequitas Investment Advisors LLC
MA 0.7
Radnor Capital Management LLC
PA 0.7
Imprint Wealth LLC
SC 0.7
Lanham Odell & Co Inc
WV 0.7
Fuller Wealth Management LLC
TX 0.7
NWK Group Inc
CA 0.7
McGuire Investment Group LLC
RI 0.7
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