Ibex Wealth Advisors Purchases in Q4 2024

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
35K
New
$118.88 - $172.8 $4.17M - $6.05M
35K $4.23M
GS
Goldman Sachs Group Inc

Financial Services
7.36K
New
$486.1 - $608.57 $3.58M - $4.48M
7.36K $4.21M
PFF
Ishares Trust Ishares Pfd And

ETFs
119K
New
$31.23 - $33.51 $3.73M - $4M
119K $3.76M
EMR
Emerson Electric CO

Industrials
27.3K
New
$108.13 - $134.33 $2.95M - $3.67M
27.3K $3.38M
XLK
Technology Sector Spdr

ETFs
14.1K
New
$220.26 - $241.44 $3.11M - $3.41M
14.1K $3.28M
CAT
Caterpillar Inc

Industrials
8.96K
+ 894.11%
$360.37 - $416.88 $3.23M - $3.73M
9.96K $3.61M
VIRT
Virtu Financial, Inc.

Financial Services
58K
+ 45.83%
$30.43 - $37.95 $1.76M - $2.2M
184K $6.58M
DHR
Danaher Corp

Healthcare
11.8K
New
$226.16 - $274.52 $2.67M - $3.25M
11.8K $2.71M
PYPL
Pay Pal Holdings, Inc.

Financial Services
31.2K
New
$77.25 - $91.3 $2.41M - $2.84M
31.2K $2.66M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
33.6K
New
$77.86 - $79.27 $2.62M - $2.67M
33.6K $2.62M
VUG
Vanguard Growth ETF

ETFs
6.22K
New
$378.79 - $428.11 $2.36M - $2.66M
6.22K $2.55M
IYC
Ishares U.S. Consumer Discreti

ETFs
24.1K
New
$85.96 - $101.28 $2.07M - $2.44M
24.1K $2.32M
MUB
Ishares National Muni Bond ETF

ETFs
20.3K
New
$105.78 - $108.7 $2.15M - $2.21M
20.3K $2.16M
IYW
Ishares Dj Us Tech ETF

ETFs
13.2K
New
$148.14 - $166.23 $1.96M - $2.19M
13.2K $2.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.6K
New
$126.68 - $134.74 $1.98M - $2.11M
15.6K $2M
XLE
Energy Sector Spdr

ETFs
21.9K
New
$83.32 - $97.27 $1.82M - $2.13M
21.9K $1.87M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
100K
New
$18.59 - $18.8 $1.86M - $1.88M
100K $1.86M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
20.7K
New
$85.41 - $87.1 $1.77M - $1.8M
20.7K $1.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.39K
New
$370.24 - $418.94 $1.62M - $1.84M
4.39K $1.76M
IEF
Ishares Barclays

ETFs
18.4K
New
$92.08 - $98.18 $1.69M - $1.8M
18.4K $1.7M
KBE
Spdr S&P Bank ETF

ETFs
30.3K
New
$51.33 - $62.76 $1.56M - $1.9M
30.3K $1.68M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
22.2K
New
$72.18 - $81.41 $1.6M - $1.81M
22.2K $1.68M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
147K
New
$11.1 - $12.03 $1.63M - $1.76M
147K $1.65M
ITA
Ishares Tr

ETFs
11K
New
$144.31 - $157.31 $1.58M - $1.72M
11K $1.59M
XLI
Industrial Sector Spdr

ETFs
12K
New
$131.76 - $143.99 $1.59M - $1.73M
12K $1.59M
XLU
Utilities Sector Spdr

ETFs
20.9K
New
$74.89 - $82.93 $1.57M - $1.74M
20.9K $1.58M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.1K
New
$124.26 - $134.12 $1.51M - $1.63M
12.1K $1.56M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
133K
New
$11.39 - $12.41 $1.52M - $1.66M
133K $1.56M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
134K
New
$11.42 - $12.5 $1.53M - $1.68M
134K $1.55M
SOXX
Ishares Semiconductor ETF

ETFs
7.09K
New
$211.27 - $239.8 $1.5M - $1.7M
7.09K $1.53M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
173K
New
$8.51 - $9.15 $1.48M - $1.59M
173K $1.49M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
16.4K
New
$89.81 - $104.0 $1.47M - $1.7M
16.4K $1.47M
ITB
Ishares Tr

ETFs
13.2K
New
$103.31 - $129.34 $1.36M - $1.7M
13.2K $1.36M
TRV
Travelers Companies, Inc.

Financial Services
5.32K
New
$225.97 - $266.66 $1.2M - $1.42M
5.32K $1.28M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
117K
New
$10.39 - $11.25 $1.22M - $1.32M
117K $1.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.93K
New
$174.22 - $187.62 $1.21M - $1.3M
6.93K $1.21M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27K
New
$44.87 - $46.86 $1.21M - $1.26M
27K $1.21M
COPX
Global X Copper Miners ETF

ETFs
31.5K
New
$38.17 - $48.57 $1.2M - $1.53M
31.5K $1.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.1K
New
$278.49 - $315.16 $1.14M - $1.29M
4.1K $1.16M
KIE
Spdr S&P Insurance ETF

ETFs
19.9K
New
$55.65 - $62.03 $1.11M - $1.24M
19.9K $1.13M
BHK
Blackrock Core Bond Trust

Financial Services
106K
New
$10.39 - $12.03 $1.1M - $1.28M
106K $1.11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.84K
New
$176.42 - $186.91 $1.03M - $1.09M
5.84K $1.04M
VHT
Vanguard Health Care ETF

ETFs
3.99K
New
$250.81 - $283.3 $1M - $1.13M
3.99K $1.01M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.3K
New
$87.1 - $98.49 $987K - $1.12M
11.3K $989K
XOM
Exxon Mobil Corp

Energy
9.16K
New
$105.51 - $125.37 $966K - $1.15M
9.16K $984K
PDP
Invesco Exchange Traded Fd Tr

ETFs
8.29K
New
$102.88 - $117.55 $853K - $974K
8.29K $891K
PEG
Public Service Enterprise Group Inc

Utilities
10.5K
New
$81.87 - $94.51 $857K - $990K
10.5K $884K
VKQ
Invesco Municipal Trust

Financial Services
89.1K
New
$9.54 - $10.29 $850K - $917K
89.1K $874K
PKB
Invesco Exchange Traded Fd Tr

ETFs
11.5K
New
$75.72 - $88.37 $870K - $1.01M
11.5K $869K
Activity Summary
Buys All Purchases 180 New Holdings 166 Increased Positions 14 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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