IBEX WEALTH ADVISORS

RIA/Wealth

IBEX WEALTH ADVISORS is a RIA/Wealth based in Bedminster, NJ led by Glenn Edward Stephenson, managing $1.0B across 203 long positions as of Q3 2025 with 37% Technology concentration.

Managing PartnerGlenn Edward Stephenson

Portfolio Value: $1.0B
Positions: 203
Top Holding: NVDA at 12.28%
Last Reported: Q3 2025

Address135 Us Highway 202 206, Suite 4, Bedminster, NJ, 07921, United States

Top Holdings

Largest long holdings in IBEX WEALTH ADVISORS's portfolio (38.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$128.2M	12.28%	+$751.2K Bought	0.00% 687.4K shares	Q3 2023 Held for 2y 2m
2 Broadcom Inc. AVGO	Semiconductors Technology	$56.5M	5.42%	+$695.1K Bought	0.00% 171.4K shares	Q3 2023 Held for 2y 2m
3 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$43.1M	4.13%	+$74.8K Bought	0.01% 236.5K shares	Q2 2024 Held for 1y 5m
4 Microsoft MSFT	Software - Infrastructure Technology	$36.2M	3.47%	+$241.4K Bought	0.00% 69.9K shares	Q3 2023 Held for 2y 2m
5 Applovin Corporation APP	Software - Application Technology	$32.8M	3.14%	+$472.8K Bought	0.01% 45.7K shares	Q2 2024 Held for 1y 5m
6 Apple AAPL	Consumer Electronics Technology	$28.7M	2.75%	+$418.4K Bought	0.00% 112.7K shares	Q3 2023 Held for 2y 2m
7 Williams Companies WMB	Oil & Gas Midstream Energy	$22.1M	2.12%	+$147.3K Bought	0.03% 349.1K shares	Q3 2023 Held for 2y 2m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$21.3M	2.04%	+$4.8M Bought	0.00% 97.1K shares	Q3 2023 Held for 2y 2m
9 Jackson Financial JXN	Insurance - Life Financial Services	$19.9M	1.90%	+$45.5K Bought	0.28% 196.2K shares	Q3 2023 Held for 2y 2m
10 AT&T T	Telecommunications Services Communication Services	$17.0M	1.63%	+$280.6K Bought	0.01% 602.6K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in IBEX WEALTH ADVISORS's latest filing

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Market Value

$1.0B

Prior: $937.2M

Q/Q Change

+11.4%

+$106.8M

Net Flows % of MV

-1.7%

Turnover Ratio

8.98%

New Purchases

7 stocks

$20.8M

Added To

103 stocks

+$47.1M

Sold Out Of

14 stocks

$38.1M

Reduced Holdings

61 stocks

-$47.4M

Increased Positions

Position	Shares Δ	Change
1 Howmet Aerospace HWM	New	0 → 34.4K +$6.7M
2 Alexandria Real Estate Equities ARE	New	0 → 78.0K +$6.5M
3 StoneX Group Inc. SNEX	New	0 → 51.7K +$5.2M
4 iShares U.S. Tech Independence Focused ETF IETC	New	0 → 8.9K +$906.9K
5 SPDR S&P Metals & Mining XME	New	0 → 5.4K +$501.4K

Decreased Positions

Position	Shares Δ	Change
1 Coca-Cola Europacific Partners CCEP	Sold	100.9K → 0 −$9.4M
2 Brown & Brown BRO	Sold	67.4K → 0 −$7.5M
3 Mid-America Apartment Communities MAA	Sold	42.2K → 0 −$6.2M
4 Axis Capital Holders AXS	Sold	51.9K → 0 −$5.4M
5 Healthpeak Properties DOC	Sold	270.8K → 0 −$4.7M