Ibex Wealth Advisors Purchases in Q3 2025

Ibex Wealth Advisors

  • $995 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
4.03K
+ 0.59%
$153.3 - $186.58 $617K - $751K
687K $128M
APP
App Lovin Corp

Technology
658
+ 1.46%
$335.1 - $718.54 $220K - $473K
45.7K $32.8M
PLTR
Palantir Technologies Inc.

Technology
410
+ 0.17%
$130.68 - $186.97 $53.6K - $76.7K
236K $43.1M
AVGO
Broadcom Inc.

Technology
2.11K
+ 1.24%
$264.74 - $369.57 $558K - $779K
171K $56.5M
MU
Micron Technology Inc

Technology
48.1K
New
$104.88 - $168.89 $5.05M - $8.13M
48.1K $8.05M
UNH
Unitedhealth Group Inc

Healthcare
22.6K
New
$237.77 - $353.61 $5.38M - $8.01M
22.6K $7.82M
HWM
Howmet Aerospace Inc.

Industrials
34.4K
New
$171.0 - $196.23 $5.88M - $6.74M
34.4K $6.74M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
78K
New
$71.86 - $87.45 $5.61M - $6.82M
78K $6.5M
AAPL
Apple Inc.

Technology
1.64K
+ 1.48%
$202.38 - $256.87 $333K - $422K
113K $28.7M
AEP
American Electric Power CO Inc

Utilities
52.2K
New
$103.26 - $115.0 $5.39M - $6M
52.2K $5.87M
SNEX
Stone X Group Inc.

Financial Services
51.7K
New
$81.94 - $104.56 $4.23M - $5.4M
51.7K $5.21M
GS
Goldman Sachs Group Inc

Financial Services
6.28K
+ 571.16%
$696.56 - $806.32 $4.37M - $5.06M
7.38K $5.87M
AMZN
Amazon Com Inc

Consumer Cyclical
21.8K
+ 28.86%
$211.65 - $238.24 $4.6M - $5.18M
97.1K $21.3M
KIM
Kimco Realty Corp

Real Estate
214K
+ 1583.56%
$20.74 - $22.79 $4.44M - $4.88M
228K $4.97M
GOOG
Alphabet Inc.

Communication Services
18.3K
+ 1307.14%
$175.16 - $255.24 $3.21M - $4.67M
19.7K $4.8M
CG
Carlyle Group Inc.

Financial Services
71.6K
New
$52.82 - $69.35 $3.78M - $4.96M
71.6K $4.49M
GOOGL
Alphabet Inc.

Communication Services
469
+ 0.81%
$174.36 - $254.72 $81.8K - $119K
58.4K $14.2M
MS
Morgan Stanley

Financial Services
23.6K
+ 254.55%
$139.09 - $161.16 $3.29M - $3.81M
32.9K $5.23M
TGT
Target Corp

Consumer Defensive
43K
New
$86.56 - $107.43 $3.72M - $4.62M
43K $3.85M
ABBV
Abb Vie Inc.

Healthcare
471
+ 0.81%
$184.85 - $231.54 $87.1K - $109K
58.9K $13.6M
JXN
Jackson Financial Inc.

Financial Services
449
+ 0.23%
$84.06 - $103.8 $37.7K - $46.6K
196K $19.9M
IBKR
Interactive Brokers Group, Inc.

Financial Services
4.65K
+ 3.28%
$56.32 - $68.81 $262K - $320K
146K $10.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.52K
+ 5.18%
$224.68 - $282.71 $342K - $430K
30.8K $8.61M
META
Meta Platforms, Inc.

Communication Services
2.47K
+ 13.11%
$695.21 - $791.73 $1.72M - $1.96M
21.3K $15.7M
MSFT
Microsoft Corp

Technology
466
+ 0.67%
$491.09 - $535.64 $229K - $250K
69.9K $36.2M
GE
General Electric CO

Industrials
1.24K
+ 5.01%
$244.75 - $305.63 $303K - $378K
25.9K $7.8M
BK
Bank Of New York Mellon Corp

Financial Services
4.89K
+ 9.77%
$90.65 - $109.75 $443K - $537K
55K $5.99M
IGV
Ishares Expanded Tech Software

ETFs
10K
+ 336.43%
$105.96 - $117.79 $1.06M - $1.18M
13K $1.5M
BX
Blackstone Inc.

Financial Services
803
+ 1.73%
$152.77 - $188.68 $123K - $152K
47.2K $8.06M
CTRE
Care Trust Reit, Inc.

Real Estate
3.56K
+ 1.57%
$30.29 - $34.8 $108K - $124K
230K $7.98M
RTX
Raytheon Technologies Corp

Industrials
2.65K
+ 9.54%
$144.19 - $167.33 $382K - $443K
30.4K $5.08M
IETC
Ishares U S ETF Tr

ETFs
8.9K
New
$92.7 - $103.65 $825K - $922K
8.9K $906K
RPG
Invesco Exchange Traded Fd Tr

ETFs
18.4K
New
$45.41 - $48.26 $834K - $886K
18.4K $876K
COF
Capital One Financial Corp

Financial Services
4.13K
+ 8.0%
$207.29 - $229.74 $855K - $948K
55.7K $11.8M
UBER
Uber Technologies, Inc

Technology
4.09K
+ 5.18%
$86.91 - $99.57 $355K - $407K
83K $8.13M
NFG
National Fuel Gas CO

Energy
1.14K
+ 1.34%
$82.19 - $93.72 $93.8K - $107K
86.5K $7.99M
CVX
Chevron Corp

Energy
570
+ 1.13%
$145.57 - $161.83 $83K - $92.2K
51K $7.91M
QQQ
Invesco Qqq Trust, Series 1

ETFs
72
+ 0.55%
$546.99 - $602.2 $39.4K - $43.4K
13.1K $7.87M
AXP
American Express CO

Financial Services
1.21K
+ 6.68%
$294.27 - $342.31 $355K - $413K
19.3K $6.4M
VUG
Vanguard Growth ETF

ETFs
1.09K
+ 38.63%
$433.97 - $484.08 $473K - $528K
3.92K $1.88M
SOXX
Ishares Semiconductor ETF

ETFs
1.54K
+ 23.99%
$236.93 - $271.12 $365K - $418K
7.97K $2.16M
STT
State Street Corp

Financial Services
5.2K
New
$102.01 - $117.25 $530K - $610K
5.2K $603K
TFC
Truist Financial Corp

Financial Services
1.62K
+ 0.9%
$42.83 - $47.07 $69.4K - $76.3K
182K $8.33M
MRK
Merck & Co., Inc.

Healthcare
1.53K
+ 1.67%
$77.6 - $87.37 $119K - $134K
93.2K $7.83M
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.72K
New
$91.28 - $97.59 $522K - $558K
5.72K $548K
WM
Waste Management Inc

Industrials
2.4K
New
$213.88 - $237.1 $514K - $569K
2.4K $530K
SYK
Stryker Corp

Healthcare
1.38K
New
$368.57 - $403.53 $508K - $556K
1.38K $509K
SNA
Snap On Inc

Industrials
1.36K
+ 162.14%
$313.01 - $346.53 $426K - $472K
2.2K $763K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
5.38K
New
$67.16 - $93.48 $361K - $503K
5.38K $501K
Activity Summary
Buys All Purchases 127 New Holdings 24 Increased Positions 103 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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