Ibex Wealth Advisors Purchases in Q1 2025

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
105K
New
$74.85 - $84.89 $7.86M - $8.92M
105K $8.66M
MAA
Mid America Apartment Communities Inc.

Real Estate
40.2K
New
$146.9 - $170.92 $5.9M - $6.87M
40.2K $6.73M
CME
Cme Group Inc.

Financial Services
22.3K
New
$225.82 - $266.54 $5.04M - $5.95M
22.3K $5.92M
UBER
Uber Technologies, Inc

Technology
70K
New
$63.17 - $81.49 $4.42M - $5.7M
70K $5.1M
PEAK
Healthpeak Properties, Inc.

Real Estate
250K
New
N/A
250K $4.74M
NEM
Newmont Corp

Basic Materials
89.5K
New
$37.79 - $48.39 $3.38M - $4.33M
89.5K $4.32M
LYB
Lyondell Basell Industries N.V.

Basic Materials
59.9K
New
$69.82 - $78.67 $4.18M - $4.72M
59.9K $4.22M
AXS
Axis Capital Holdings LTD

Financial Services
41.1K
New
$85.54 - $100.24 $3.51M - $4.11M
41.1K $4.11M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
23.4K
New
$165.25 - $224.62 $3.86M - $5.25M
23.4K $3.88M
BAR
Granite Shares Gold Trust

ETFs
120K
New
$26.01 - $30.84 $3.11M - $3.69M
120K $3.63M
T
At&T Inc.

Communication Services
4.98K
+ 0.9%
$21.56 - $28.28 $107K - $141K
556K $15.7M
IBM
International Business Machines Corp

Technology
4.78K
+ 7.44%
$217.4 - $264.74 $1.04M - $1.26M
69K $17.2M
V
Visa Inc.

Financial Services
3.31K
+ 7.8%
$306.92 - $362.71 $1.01M - $1.2M
45.7K $16M
PLTR
Palantir Technologies Inc.

Technology
8.94K
+ 5.04%
$64.98 - $124.62 $581K - $1.11M
186K $15.7M
BRO
Brown & Brown, Inc.

Financial Services
6.36K
+ 10.3%
$100.54 - $124.4 $639K - $791K
68.1K $8.47M
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
24.2K
New
$70.96 - $92.65 $1.71M - $2.24M
24.2K $2.08M
WMB
Williams Companies, Inc.

Energy
2.95K
+ 0.88%
$54.02 - $61.09 $160K - $180K
340K $20.3M
ABBV
Abb Vie Inc.

Healthcare
1.27K
+ 2.29%
$169.2 - $216.66 $215K - $276K
56.8K $11.9M
CQQQ
Invesco Exchange Traded Fd Tr

ETFs
45K
New
$36.74 - $50.04 $1.65M - $2.25M
45K $2M
XLF
Financial Sector Spdr

ETFs
35.9K
New
$47.32 - $52.19 $1.7M - $1.87M
35.9K $1.76M
MA
Mastercard Inc

Financial Services
2.4K
+ 12.91%
$504.67 - $576.31 $1.21M - $1.39M
21K $11.5M
SHEL
Shell PLC

Energy
3.43K
+ 2.41%
$62.84 - $73.29 $216K - $252K
146K $10.6M
AMGN
Amgen Inc

Healthcare
872
+ 3.23%
$258.59 - $327.36 $225K - $285K
27.8K $8.67M
NFG
National Fuel Gas CO

Energy
722
+ 0.89%
$60.71 - $79.19 $43.8K - $57.2K
82.2K $6.51M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.56K
+ 16.01%
$442.66 - $534.52 $691K - $834K
11.3K $5.94M
IGV
Ishares Expanded Tech Software

ETFs
17.1K
+ 579.5%
$88.3 - $107.83 $1.51M - $1.84M
20K $1.8M
JETS
ETF Ser Solutions U S Global J

ETFs
67.9K
New
$20.77 - $26.81 $1.41M - $1.82M
67.9K $1.43M
RPG
Invesco Exchange Traded Fd Tr

ETFs
35.7K
New
$37.33 - $45.03 $1.33M - $1.61M
35.7K $1.36M
CVX
Chevron Corp

Energy
1.22K
+ 2.62%
$146.71 - $167.97 $178K - $204K
47.6K $7.97M
LLY
Eli Lilly & CO

Healthcare
710
+ 6.1%
$725.72 - $929.72 $515K - $660K
12.3K $10.2M
UNM
Unum Group

Financial Services
1.35K
+ 1.03%
$71.8 - $83.34 $96.6K - $112K
132K $10.7M
JPM
Jpmorgan Chase & CO

Financial Services
4.37K
+ 20.88%
$225.19 - $279.95 $984K - $1.22M
25.3K $6.21M
WFC
Wells Fargo & Company

Financial Services
14.7K
New
$66.78 - $81.42 $985K - $1.2M
14.7K $1.06M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
163
+ 0.17%
$73.71 - $87.55 $12K - $14.3K
96.4K $8.39M
AXP
American Express CO

Financial Services
4.17K
+ 32.95%
$255.39 - $325.87 $1.07M - $1.36M
16.8K $4.53M
NFLX
Netflix Inc

Communication Services
526
+ 11.71%
$828.4 - $1058.6 $436K - $557K
5.02K $4.68M
ADC
Agree Realty Corp

Real Estate
126
+ 0.13%
$68.36 - $77.19 $8.61K - $9.73K
93.6K $7.23M
VICI
Vici Properties Inc.

Real Estate
2.36K
+ 1.43%
$28.21 - $32.68 $66.4K - $77K
167K $5.44M
VRT
Vertiv Holdings CO

Industrials
6.99K
+ 10.47%
N/A
73.7K $6.39M
VIRT
Virtu Financial, Inc.

Financial Services
2.29K
+ 1.24%
$34.19 - $40.96 $78.3K - $93.8K
187K $7.12M
KMI
Kinder Morgan, Inc.

Energy
3.24K
+ 0.85%
$26.1 - $31.22 $84.6K - $101K
384K $11M
HRB
H&R Block Inc

Consumer Cyclical
1.28K
+ 0.66%
$49.96 - $55.97 $63.9K - $71.6K
195K $10.7M
COST
Costco Wholesale Corp

Consumer Defensive
299
+ 5.68%
$890.62 - $1076.86 $266K - $322K
5.56K $5.26M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
99
+ 0.16%
$87.68 - $94.52 $8.68K - $9.36K
61.8K $5.73M
CNO
Cno Financial Group, Inc.

Financial Services
3.69K
+ 18.59%
$35.99 - $42.34 $133K - $156K
23.5K $979K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.5K
+ 11.22%
$161.03 - $235.53 $563K - $823K
34.6K $5.74M
QCOM
Qualcomm Inc

Technology
1.44K
+ 2.44%
$151.94 - $175.86 $219K - $254K
60.6K $9.31M
XLE
Energy Sector Spdr

ETFs
231
+ 1.06%
$85.7 - $93.96 $19.8K - $21.7K
22.1K $2.04M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
13K
+ 8.88%
$11.13 - $11.61 $145K - $151K
160K $1.79M
Activity Summary
Buys All Purchases 81 New Holdings 17 Increased Positions 64 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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