Ibex Wealth Advisors Purchases in Q2 2025

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
22K
+ 3.33%
$94.31 - $157.99 $2.08M - $3.48M
683K $108M
AVGO
Broadcom Inc.

Technology
17.4K
+ 11.46%
$146.29 - $275.65 $2.55M - $4.8M
169K $46.7M
PLTR
Palantir Technologies Inc.

Technology
49.7K
+ 26.68%
$74.01 - $144.25 $3.68M - $7.17M
236K $32.2M
COF
Capital One Financial Corp

Financial Services
51.6K
New
$150.57 - $212.76 $7.77M - $11M
51.6K $11M
MSFT
Microsoft Corp

Technology
909
+ 1.33%
$354.56 - $497.45 $322K - $452K
69.4K $34.5M
MRK
Merck & Co., Inc.

Healthcare
91.7K
New
$73.47 - $87.12 $6.74M - $7.99M
91.7K $7.26M
SMG
Scotts Miracle Gro CO

Basic Materials
106K
New
$48.21 - $66.48 $5.1M - $7.03M
106K $6.97M
CTRE
Care Trust Reit, Inc.

Real Estate
227K
New
$26.65 - $30.69 $6.04M - $6.95M
227K $6.93M
GE
General Electric CO

Industrials
24.7K
New
$166.81 - $257.39 $4.12M - $6.36M
24.7K $6.36M
MCO
Moodys Corp

Financial Services
11.5K
New
$396.7 - $501.59 $4.57M - $5.78M
11.5K $5.78M
PM
Philip Morris International Inc.

Consumer Defensive
29.5K
New
$149.23 - $184.95 $4.41M - $5.46M
29.5K $5.38M
WMT
Walmart Inc.

Consumer Defensive
50.9K
New
$81.79 - $99.98 $4.16M - $5.09M
50.9K $4.98M
BK
Bank Of New York Mellon Corp

Financial Services
50.1K
New
$73.31 - $91.62 $3.67M - $4.59M
50.1K $4.56M
BA
Boeing CO

Industrials
21.4K
New
$136.59 - $217.51 $2.93M - $4.66M
21.4K $4.49M
SCHW
Schwab Charles Corp

Financial Services
48.8K
New
$69.06 - $91.24 $3.37M - $4.45M
48.8K $4.45M
META
Meta Platforms, Inc.

Communication Services
2.07K
+ 12.3%
$484.66 - $738.09 $1M - $1.52M
18.8K $13.9M
APP
App Lovin Corp

Technology
918
+ 2.08%
$219.37 - $417.89 $201K - $384K
45K $15.8M
RTX
Raytheon Technologies Corp

Industrials
27.7K
New
$113.75 - $148.48 $3.15M - $4.12M
27.7K $4.05M
CME
Cme Group Inc.

Financial Services
13.2K
+ 59.09%
$252.37 - $290.71 $3.33M - $3.84M
35.5K $9.79M
VZ
Verizon Communications Inc

Communication Services
78.7K
+ 33.91%
$41.67 - $45.62 $3.28M - $3.59M
311K $13.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.97K
+ 25.57%
$141.37 - $228.57 $844K - $1.37M
29.3K $6.64M
NFLX
Netflix Inc

Communication Services
305
+ 6.08%
$855.86 - $1339.13 $261K - $408K
5.32K $7.13M
PANW
Palo Alto Networks Inc

Technology
445
+ 0.68%
$152.44 - $204.64 $67.8K - $91.1K
65.8K $13.5M
UBER
Uber Technologies, Inc

Technology
8.91K
+ 12.73%
$64.62 - $93.3 $576K - $831K
78.9K $7.36M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
23K
+ 37.29%
$85.42 - $94.39 $1.97M - $2.17M
84.8K $7.96M
IBKR
Interactive Brokers Group, Inc.

Financial Services
107K
+ 309.05%
$50.53 - $212.53 $5.41M - $22.8M
142K $7.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.56K
+ 29.11%
$496.48 - $617.85 $1.27M - $1.58M
11.4K $7.02M
VRT
Vertiv Holdings CO

Industrials
20.1K
+ 27.29%
N/A
93.9K $8.13M
DLR
Digital Realty Trust, Inc.

Real Estate
2.71K
+ 7.01%
$136.11 - $177.69 $369K - $481K
41.3K $7.2M
VIRT
Virtu Financial, Inc.

Financial Services
6.68K
+ 3.58%
$32.82 - $44.79 $219K - $299K
193K $8.67M
SOXX
Ishares Semiconductor ETF

ETFs
6.43K
New
$154.86 - $239.07 $996K - $1.54M
6.43K $1.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.57K
New
$456.74 - $568.03 $1.18M - $1.46M
2.57K $1.46M
WMB
Williams Companies, Inc.

Energy
6.5K
+ 1.91%
$54.33 - $62.87 $353K - $409K
347K $21.8M
T
At&T Inc.

Communication Services
36.9K
+ 6.64%
$26.33 - $28.94 $971K - $1.07M
593K $17.2M
JXN
Jackson Financial Inc.

Financial Services
5.14K
+ 2.7%
$70.35 - $89.5 $362K - $460K
196K $17.4M
GILD
Gilead Sciences, Inc.

Healthcare
12.7K
New
$96.91 - $113.0 $1.23M - $1.43M
12.7K $1.4M
MS
Morgan Stanley

Financial Services
9.28K
New
$99.83 - $140.86 $927K - $1.31M
9.28K $1.31M
PGR
Progressive Corp

Financial Services
5.55K
+ 44.43%
$255.27 - $288.74 $1.42M - $1.6M
18K $4.81M
AXS
Axis Capital Holdings LTD

Financial Services
10.9K
+ 26.5%
$87.23 - $106.93 $949K - $1.16M
51.9K $5.39M
AXP
American Express CO

Financial Services
1.22K
+ 7.24%
$231.39 - $318.98 $282K - $389K
18.1K $5.76M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
13.7K
New
$73.0 - $85.5 $1M - $1.17M
13.7K $1.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
130
+ 1.01%
$416.06 - $551.64 $54.1K - $71.7K
13K $7.19M
IAU
Ishares Gold Trust

ETFs
17.8K
New
$56.1 - $64.74 $998K - $1.15M
17.8K $1.11M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.39K
New
$310.86 - $348.77 $1.05M - $1.18M
3.39K $1.08M
TSLA
Tesla, Inc.

Consumer Cyclical
1.77K
+ 21.36%
$221.86 - $362.89 $393K - $643K
10.1K $3.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.14K
New
$141.87 - $164.49 $872K - $1.01M
6.14K $1.01M
IYY
Ishares Tr

ETFs
6.65K
New
$120.9 - $150.87 $804K - $1M
6.65K $1M
BX
Blackstone Inc.

Financial Services
3.7K
+ 8.68%
$120.07 - $151.11 $445K - $560K
46.4K $6.94M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
4.53K
+ 4.7%
$81.84 - $93.53 $371K - $424K
101K $9.36M
Activity Summary
Buys All Purchases 151 New Holdings 84 Increased Positions 67 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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