Ibex Wealth Advisors Purchases and Sells in Q3 2025

Ibex Wealth Advisors

$995 Million
Q3 2025

Top Buys

Incresed Positions

103 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	4.03K + 0.59%	$153.3 - $186.58 $617K - $751K	687K $128M
APP	658 + 1.46%	$335.1 - $718.54 $220K - $473K	45.7K $32.8M
PLTR	410 + 0.17%	$130.68 - $186.97 $53.6K - $76.7K	236K $43.1M
AVGO	2.11K + 1.24%	$264.74 - $369.57 $558K - $779K	171K $56.5M
AAPL	1.64K + 1.48%	$202.38 - $256.87 $333K - $422K	113K $28.7M
ORCL	20.2K + 963.61%	$218.96 - $328.33 $4.42M - $6.63M	22.3K $6.27M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MU	48.1K New	$104.88 - $168.89 $5.05M - $8.13M	48.1K $8.05M
UNH	22.6K New	$237.77 - $353.61 $5.38M - $8.01M	22.6K $7.82M
HWM	34.4K New	$171.0 - $196.23 $5.88M - $6.74M	34.4K $6.74M
ARE	78K New	$71.86 - $87.45 $5.61M - $6.82M	78K $6.5M
AEP	52.2K New	$103.26 - $115.0 $5.39M - $6M	52.2K $5.87M
SNEX	51.7K New	$81.94 - $104.56 $4.23M - $5.4M	51.7K $5.21M

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBM	-40.2K - 62.8%	$234.77 - $292.47 $9.44M - $11.8M	23.8K $6.72M
NFLX	-4.33K - 81.35%	$1147.87 - $1297.18 $4.97M - $5.62M	993 $1.19M
HRB	-97.8K - 48.58%	$49.28 - $56.76 $4.82M - $5.55M	104K $5.23M
BRK-B	-10.9K - 93.64%	$459.11 - $506.91 $5M - $5.52M	740 $372K
COST	-4.79K - 83.81%	$915.95 - $994.57 $4.39M - $4.76M	925 $856K
LLY	-5.9K - 46.85%	$625.65 - $812.69 $3.69M - $4.79M	6.69K $5.1M

Activity Summary All Purchases 127 New Holdings 24 Increased Positions 103 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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