Ibex Wealth Advisors Purchases and Sells in Q2 2025

Ibex Wealth Advisors

$902 Million
Q2 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	22K + 3.33%	$94.31 - $157.99 $2.08M - $3.48M	683K $108M
AVGO	17.4K + 11.46%	$146.29 - $275.65 $2.55M - $4.8M	169K $46.7M
PLTR	49.7K + 26.68%	$74.01 - $144.25 $3.68M - $7.17M	236K $32.2M
MSFT	909 + 1.33%	$354.56 - $497.45 $322K - $452K	69.4K $34.5M
META	2.07K + 12.3%	$484.66 - $738.09 $1M - $1.52M	18.8K $13.9M
APP	918 + 2.08%	$219.37 - $417.89 $201K - $384K	45K $15.8M

New Holdings

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COF	51.6K New	$150.57 - $212.76 $7.77M - $11M	51.6K $11M
MRK	91.7K New	$73.47 - $87.12 $6.74M - $7.99M	91.7K $7.26M
SMG	106K New	$48.21 - $66.48 $5.1M - $7.03M	106K $6.97M
CTRE	227K New	$26.65 - $30.69 $6.04M - $6.95M	227K $6.93M
GE	24.7K New	$166.81 - $257.39 $4.12M - $6.36M	24.7K $6.36M
MCO	11.5K New	$396.7 - $501.59 $4.57M - $5.78M	11.5K $5.78M

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-25.5K - 18.69%	$172.42 - $223.89 $4.4M - $5.72M	111K $22.8M
NEE	-101K - 95.1%	$64.11 - $75.0 $6.48M - $7.58M	5.21K $361K
V	-12.1K - 26.57%	$308.27 - $373.31 $3.74M - $4.53M	33.5K $11.9M
EFA	-54K - 51.36%	$72.96 - $90.39 $3.94M - $4.88M	51.1K $4.57M
JPM	-17.1K - 67.45%	$210.28 - $289.91 $3.59M - $4.95M	8.24K $2.39M
BAR	-83.7K - 69.97%	$29.34 - $33.87 $2.45M - $2.83M	35.9K $1.17M

Activity Summary All Purchases 151 New Holdings 84 Increased Positions 67 All Sells 35 Reductions 35 Sold out 0 Calls 0 Puts 0

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