Ibex Wealth Advisors Purchases and Sells in Q4 2024

Ibex Wealth Advisors

$813 Million
Q4 2024

Top Buys

Incresed Positions

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	714K + 4147.04%	$117.0 - $148.88 $83.5M - $106M	731K $98.1M
MSFT	67.3K + 697.39%	$406.35 - $454.46 $27.4M - $30.6M	77K $32.4M
OWL	401K + 348.07%	$19.51 - $24.81 $7.83M - $9.95M	517K $12M
AMZN	23.8K + 37.57%	$180.88 - $232.93 $4.31M - $5.55M	87.3K $19.1M
QCOM	47.5K + 408.17%	$150.4 - $178.04 $7.15M - $8.46M	59.2K $9.09M
NEE	99.3K + 1408.88%	$69.77 - $85.43 $6.93M - $8.49M	106K $7.63M

New Holdings

166 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	170K New	$159.67 - $250.0 $27.2M - $42.5M	170K $39.5M
WMB	337K New	$46.37 - $59.74 $15.6M - $20.2M	337K $18.3M
OKE	179K New	$92.28 - $117.05 $16.6M - $21M	179K $18M
JXN	196K New	$84.91 - $113.74 $16.6M - $22.3M	196K $17.1M
IBM	64.2K New	$204.9 - $238.04 $13.2M - $15.3M	64.2K $14.1M
PLTR	177K New	$36.46 - $82.38 $6.47M - $14.6M	177K $13.4M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKNG	-130K - 99.22%	$4100.99 - $5300.34 $532M - $688M	1.02K $5.07M
AAPL	-146K - 53.49%	$221.69 - $259.02 $32.5M - $37.9M	127K $31.9M
BMI	-90.6K - 98.36%	$199.06 - $237.67 $18M - $21.5M	1.51K $320K
NFLX	-27.9K - 86.12%	$687.65 - $936.56 $19.2M - $26.1M	4.49K $4M
AMP	-36.7K - 95.91%	$473.15 - $574.01 $17.4M - $21.1M	1.57K $833K
AXP	-56.4K - 81.67%	$267.35 - $305.57 $15.1M - $17.2M	12.7K $3.76M

Activity Summary All Purchases 180 New Holdings 166 Increased Positions 14 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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