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Home > Institutional Investor > Ibex Wealth Advisors > Profile

Instuitional Investor - Ibex Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Ibex Wealth Advisors
Portfolio Value $460,054
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 82 $40,479 8.79%
2.
Microsoft Corp
 MSFT 71 $26,835 5.83%
3.
Apple Inc.
 AAPL 117 $22,456 4.88%
4.
Broadcom Inc.
 AVGO 18 $20,461 4.44%
5.
Oneok Inc W
 OKE 171 $11,978 2.6%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)