Ibex Wealth Advisors
IBEX Wealth Advisors, LLC is an SEC-registered investment adviser located in Lebanon, New Jersey. Founded by Phil Rongo, IBEX offers wealth management, financial planning, and investment advisory services to individuals and families. The firm leverages institutional research partners and provides personalized investment management focused on client-specific goals. IBEX serves clients seeking tailored strategies for wealth accumulation, risk management, and estate planning. Employee count and founding year are not publicly disclosed.
Investment Strategy
IBEX Wealth Advisors’ investment approach emphasizes clear communication with clients, leveraging in-depth institutional research for portfolio construction. The firm stresses consistency in results and combines financial planning, investment selection, and management to address both short- and long-term client goals. Their philosophy is rooted in informed decision-making, objective analysis, and adjusting asset allocations to fit evolving client needs. Risk management, diversification, and value for each client’s personal situation underpin IBEX’s strategies.
Top Holdings
Equity Positions (193)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORP | 11.52% | $108.0M | 683,338 | $134.07 | $157.99 | +$36.3M |
A AVGO | BROADCOM INC | 4.98% | $46.7M | 169,278 | $236.35 | $275.65 | +$21.2M |
M MSFT | MICROSOFT CORP | 3.68% | $34.5M | 69,420 | $423.47 | $497.41 | +$8.8M |
P PLTR | PALANTIR TECHNOLOGIES | 3.43% | $32.2M | 236,063 | $88.75 | $136.32 | +$16.5M |
A AAPL | APPLE INC | 2.43% | $22.8M | 111,081 | $209.13 | $205.17 | -$7.6M |