Ibex Wealth Advisors Purchases in Q1 2025

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
389
+ 3.63%
$100.99 - $111.19 $39.3K - $43.3K
11.1K $1.24M
BXSL
Blackstone Secured Lending Fund

Financial Services
2.7K
+ 1.21%
$31.3 - $34.5 $84.5K - $93.1K
226K $7.31M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
6.41K
+ 3.69%
$8.58 - $8.9 $55K - $57K
180K $1.58M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
7.82K
+ 5.86%
$11.4 - $11.96 $89.1K - $93.5K
141K $1.63M
IEF
Ishares Barclays

ETFs
143
+ 0.78%
$91.17 - $95.39 $13K - $13.6K
18.5K $1.76M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
4.36K
+ 21.91%
$12.18 - $12.91 $53.1K - $56.3K
24.3K $300K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
270
+ 0.8%
$77.7 - $78.94 $21K - $21.3K
33.9K $2.68M
VKQ
Invesco Municipal Trust

Financial Services
6.87K
+ 7.71%
$9.53 - $10.07 $65.5K - $69.2K
96K $926K
TLT
Ishares Barclays 20+ Year Trea

ETFs
69
+ 0.61%
$85.29 - $92.57 $5.89K - $6.39K
11.4K $1.03M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
862
+ 4.02%
$31.75 - $36.0 $27.4K - $31K
22.3K $754K
Lam Research
6
+ 0.04%
N/A
17K $0
Annaly Capital
15.3K
+ 5.44%
N/A
296K $0
Blackrock Fdg
208
+ 4.27%
N/A
5.08K $0
Arista Networks
7.33K
+ 14.44%
N/A
58.1K $0
KIM
Kimco Realty Corp

Real Estate
1.24K
+ 10.41%
$20.15 - $23.42 $24.9K - $28.9K
13.1K $274K
FITB
Fifth Third Bancorp

Financial Services
645
+ 6.1%
$37.48 - $44.96 $24.2K - $29K
11.2K $439K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
118
+ 0.57%
$85.06 - $87.69 $10K - $10.3K
20.8K $1.78M
EMR
Emerson Electric CO

Industrials
3.44K
+ 12.59%
$108.64 - $131.17 $373K - $451K
30.7K $3.37M
PEG
Public Service Enterprise Group Inc

Utilities
25
+ 0.24%
$78.2 - $90.39 $1.96K - $2.26K
10.5K $863K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.56K
+ 3.84%
$16.57 - $18.85 $25.9K - $29.5K
42.3K $702K
PANW
Palo Alto Networks Inc

Technology
3.55K
+ 5.75%
$167.82 - $208.28 $596K - $740K
65.4K $11.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
550
+ 4.45%
$468.34 - $539.52 $258K - $297K
12.9K $6.05M
TFC
Truist Financial Corp

Financial Services
981
+ 0.56%
$39.48 - $48.15 $38.7K - $47.2K
177K $7.27M
CFG
Citizens Financial Group Inc

Financial Services
635
+ 0.39%
$39.73 - $48.36 $25.2K - $30.7K
161K $6.61M
DLR
Digital Realty Trust, Inc.

Real Estate
671
+ 1.77%
$142.1 - $183.56 $95.3K - $123K
38.6K $5.53M
BX
Blackstone Inc.

Financial Services
807
+ 1.93%
$136.53 - $186.74 $110K - $151K
42.7K $5.97M
AAPL
Apple Inc.

Technology
9.25K
+ 7.26%
$209.68 - $247.1 $1.94M - $2.29M
137K $30.3M
OWL
Blue Owl Capital Inc.

Financial Services
4.45K
+ 0.86%
$18.49 - $26.68 $82.2K - $119K
521K $10.4M
GOOGL
Alphabet Inc.

Communication Services
2.97K
+ 4.6%
$154.33 - $206.19 $459K - $613K
67.6K $10.4M
APP
App Lovin Corp

Technology
1.82K
+ 4.32%
$238.08 - $510.13 $434K - $930K
44.1K $11.7M
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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