Ibex Wealth Advisors Purchases and Sells in Q1 2025

Ibex Wealth Advisors

$728 Million
Q1 2025

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
T	4.98K + 0.9%	$21.56 - $28.28 $107K - $141K	556K $15.7M
IBM	4.78K + 7.44%	$217.4 - $264.74 $1.04M - $1.26M	69K $17.2M
V	3.31K + 7.8%	$306.92 - $362.71 $1.01M - $1.2M	45.7K $16M
PLTR	8.94K + 5.04%	$64.98 - $124.62 $581K - $1.11M	186K $15.7M
BRO	6.36K + 10.3%	$100.54 - $124.4 $639K - $791K	68.1K $8.47M
WMB	2.95K + 0.88%	$54.02 - $61.09 $160K - $180K	340K $20.3M

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	105K New	$74.85 - $84.89 $7.86M - $8.92M	105K $8.66M
MAA	40.2K New	$146.9 - $170.92 $5.9M - $6.87M	40.2K $6.73M
CME	22.3K New	$225.82 - $266.54 $5.04M - $5.95M	22.3K $5.92M
UBER	70K New	$63.17 - $81.49 $4.42M - $5.7M	70K $5.1M
PEAK	250K New	N/A	250K $4.74M
NEM	89.5K New	$37.79 - $48.39 $3.38M - $4.33M	89.5K $4.32M

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-69.5K - 9.51%	$106.98 - $149.43 $7.44M - $10.4M	661K $71.7M
AVGO	-18.3K - 10.76%	$167.43 - $244.7 $3.07M - $4.48M	152K $25.4M
MSFT	-8.45K - 10.98%	$375.39 - $447.2 $3.17M - $3.78M	68.5K $25.7M
SPY	-5.95K - 40.33%	$551.42 - $612.93 $3.28M - $3.65M	8.81K $4.93M
PH	-5K - 42.98%	$591.65 - $707.05 $2.96M - $3.53M	6.63K $4.03M
META	-4.87K - 22.49%	$576.36 - $736.67 $2.81M - $3.59M	16.8K $9.68M

Activity Summary All Purchases 81 New Holdings 17 Increased Positions 64 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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