Ibex Wealth Advisors Purchases in Q2 2025

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
11.4K
New
$67.83 - $84.09 $773K - $959K
11.4K $951K
XLK
Technology Sector Spdr

ETFs
1.25K
+ 9.44%
$179.73 - $253.23 $224K - $315K
14.4K $3.66M
ITA
Ishares Tr

ETFs
4.87K
New
$135.31 - $188.64 $658K - $918K
4.87K $917K
LAMR
Lamar Advertising CO

Real Estate
4.53K
+ 9.61%
$102.35 - $121.67 $464K - $551K
51.7K $6.27M
WELL
Welltower Inc.

Real Estate
5.91K
New
$136.49 - $155.22 $806K - $917K
5.91K $907K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.14K
New
$320.42 - $424.58 $684K - $906K
2.14K $906K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.86K
New
$152.93 - $181.74 $744K - $884K
4.86K $883K
VTI
Vanguard Total Stock Market Et

ETFs
2.87K
New
$243.75 - $303.93 $699K - $872K
2.87K $871K
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.64K
New
$152.42 - $182.82 $707K - $848K
4.64K $848K
KMI
Kinder Morgan, Inc.

Energy
16.1K
+ 4.19%
$25.21 - $29.4 $406K - $473K
400K $11.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.74K
New
$100.04 - $100.54 $775K - $779K
7.74K $778K
DRI
Darden Restaurants Inc

Consumer Cyclical
3.57K
New
$186.58 - $225.78 $666K - $806K
3.57K $778K
GS
Goldman Sachs Group Inc

Financial Services
1.1K
New
$462.22 - $707.75 $508K - $778K
1.1K $777K
MA
Mastercard Inc

Financial Services
846
+ 4.02%
$479.92 - $590.74 $406K - $500K
21.9K $12.3M
ISRG
Intuitive Surgical Inc

Healthcare
1.41K
New
$451.58 - $565.94 $635K - $796K
1.41K $764K
TRV
Travelers Companies, Inc.

Financial Services
2.85K
New
$233.83 - $276.34 $666K - $787K
2.85K $762K
VHT
Vanguard Health Care ETF

ETFs
3.03K
New
$236.71 - $261.92 $718K - $794K
3.03K $753K
NFG
National Fuel Gas CO

Energy
3.19K
+ 3.89%
$73.0 - $86.01 $233K - $275K
85.4K $7.23M
XLU
Utilities Sector Spdr

ETFs
8.74K
New
$73.09 - $82.77 $639K - $723K
8.74K $713K
XOM
Exxon Mobil Corp

Energy
6.46K
New
$99.93 - $119.04 $645K - $769K
6.46K $696K
IDV
Ishares Tr

ETFs
19.8K
New
$27.79 - $34.84 $549K - $688K
19.8K $681K
XLP
Consumer Staples Sector Spdr

ETFs
8.43K
New
N/A
8.43K $640K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4.92K
New
$109.83 - $131.67 $540K - $648K
4.92K $623K
AMP
Ameriprise Financial Inc

Financial Services
1.14K
New
$422.19 - $533.73 $481K - $608K
1.14K $608K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.14K
New
$90.56 - $109.49 $465K - $563K
5.14K $561K
OEF
Ishares S&P 100 ETF

ETFs
2.11K
New
N/A
2.11K $559K
MTB
M&T Bank Corp

Financial Services
2.87K
New
$156.58 - $193.99 $450K - $557K
2.87K $556K
VFH
Vanguard Financial ETF

ETFs
4.3K
New
$104.87 - $127.3 $451K - $547K
4.3K $547K
VCIT
Vanguard Intermediate Term Cor

ETFs
6.57K
New
$79.56 - $82.92 $523K - $545K
6.57K $545K
BPOP
Popular, Inc.

Financial Services
4.83K
New
$81.63 - $110.51 $394K - $533K
4.83K $531K
VIG
Vanguard Dividend Appreciation

ETFs
2.91K
New
N/A
2.91K $530K
AMAT
Applied Materials Inc

Technology
2.87K
New
$126.95 - $183.52 $364K - $526K
2.87K $524K
CINF
Cincinnati Financial Corp

Financial Services
3.47K
New
$126.6 - $151.6 $439K - $526K
3.47K $516K
JNJ
Johnson & Johnson

Healthcare
3.2K
New
$146.36 - $159.82 $468K - $511K
3.2K $488K
TFC
Truist Financial Corp

Financial Services
3.77K
+ 2.13%
$34.79 - $42.99 $131K - $162K
181K $7.76M
CALM
Cal Maine Foods Inc

Consumer Defensive
4.74K
New
$90.17 - $103.07 $427K - $488K
4.74K $471K
NI
Nisource Inc.

Utilities
11.5K
New
$37.11 - $40.64 $428K - $469K
11.5K $465K
ORCL
Oracle Corp

Technology
2.1K
New
$122.82 - $218.63 $258K - $458K
2.1K $458K
ETR
Entergy Corp

Utilities
5.42K
New
$79.01 - $86.61 $428K - $469K
5.42K $450K
CEG
Constellation Energy Corp

Utilities
1.34K
New
$170.96 - $322.76 $229K - $432K
1.34K $432K
XLE
Energy Sector Spdr

ETFs
7.02K
+ 31.76%
$76.44 - $94.13 $536K - $661K
29.1K $2.47M
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.46K
New
$41.05 - $48.17 $347K - $408K
8.46K $407K
COST
Costco Wholesale Corp

Consumer Defensive
153
+ 2.75%
$908.13 - $1056.85 $139K - $162K
5.71K $5.66M
PEAK
Healthpeak Properties, Inc.

Real Estate
20.7K
+ 8.29%
N/A
271K $5.14M
XLI
Industrial Sector Spdr

ETFs
1.3K
+ 11.28%
$116.42 - $147.52 $151K - $191K
12.8K $1.89M
VICI
Vici Properties Inc.

Real Estate
12.1K
+ 7.27%
$29.41 - $32.97 $357K - $400K
179K $5.83M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.44K
New
$86.93 - $109.64 $299K - $378K
3.44K $377K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.3K
New
$50.5 - $71.23 $268K - $378K
5.3K $358K
DELL
Dell Technologies Inc.

Technology
2.89K
New
$71.63 - $125.98 $207K - $364K
2.89K $354K
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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