IBEX WEALTH ADVISORS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 687K | $128.25M |
 | T | 603K | $17.02M |
 | OWL | 542K | $9.18M |
 | KMI | 405K | $11.46M |
 | WMB | 349K | $22.12M |
 | NLY | 325K | $6.57M |
 | VZ | 305K | $13.42M |
 | PLTR | 236K | $43.14M |
 | CTRE | 230K | $7.98M |
 | KIM | 228K | $4.97M |
 | VIRT | 196K | $6.97M |
 | JXN | 196K | $19.86M |
 | OKE | 182K | $13.31M |
 | TFC | 182K | $8.33M |
 | VICI | 182K | $5.94M |
 | AVGO | 171K | $56.54M |
 | SHEL | 153K | $10.92M |
 | IBKR | 146K | $10.07M |
 | UNM | 126K | $9.77M |
 | AAPL | 113K | $28.70M |
NVIDIA Corporation
NVDA
Shares Held
687K
Value
$128.25M
AT&T Inc.
T
Shares Held
603K
Value
$17.02M
Blue Owl Capital Inc.
OWL
Shares Held
542K
Value
$9.18M
Kinder Morgan, Inc.
KMI
Shares Held
405K
Value
$11.46M
The Williams Companies, Inc.
WMB
Shares Held
349K
Value
$22.12M
Annaly Capital Management, Inc.
NLY
Shares Held
325K
Value
$6.57M
Verizon Communications Inc.
VZ
Shares Held
305K
Value
$13.42M
Palantir Technologies Inc.
PLTR
Shares Held
236K
Value
$43.14M
CareTrust REIT, Inc.
CTRE
Shares Held
230K
Value
$7.98M
Kimco Realty Corporation
KIM
Shares Held
228K
Value
$4.97M
Virtu Financial, Inc.
VIRT
Shares Held
196K
Value
$6.97M
Jackson Financial Inc.
JXN
Shares Held
196K
Value
$19.86M
ONEOK, Inc.
OKE
Shares Held
182K
Value
$13.31M
Truist Financial Corporation
TFC
Shares Held
182K
Value
$8.33M
VICI Properties Inc.
VICI
Shares Held
182K
Value
$5.94M
Broadcom Inc.
AVGO
Shares Held
171K
Value
$56.54M
Shell plc
SHEL
Shares Held
153K
Value
$10.92M
Interactive Brokers Group, Inc.
IBKR
Shares Held
146K
Value
$10.07M
Unum Group
UNM
Shares Held
126K
Value
$9.77M
Apple Inc.
AAPL
Shares Held
113K
Value
$28.70M