Ibex Wealth Advisors Purchases in Q2 2025

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
528
New
$470.37 - $663.28 $248K - $350K
528 $350K
HRB
H&R Block Inc

Consumer Cyclical
6.44K
+ 3.3%
$54.32 - $63.04 $350K - $406K
201K $11.1M
THG
Hanover Insurance Group, Inc.

Financial Services
1.92K
New
$150.66 - $178.04 $289K - $341K
1.92K $325K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.14K
New
$216.28 - $284.39 $246K - $324K
1.14K $323K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.65K
New
$166.82 - $194.23 $276K - $321K
1.65K $321K
LNT
Alliant Energy Corp

Utilities
5.13K
New
$58.79 - $64.85 $302K - $333K
5.13K $310K
UNM
Unum Group

Financial Services
4.85K
+ 3.68%
$70.48 - $82.91 $342K - $402K
136K $11M
ACT
Enact Holdings, Inc.

Financial Services
7.75K
New
$31.91 - $37.44 $247K - $290K
7.75K $287K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
3.7K
New
$60.99 - $77.53 $226K - $287K
3.7K $286K
NJR
New Jersey Resources Corp

Utilities
6.28K
New
$44.23 - $49.97 $278K - $314K
6.28K $281K
MSI
Motorola Solutions, Inc.

Technology
650
New
$394.72 - $440.39 $257K - $286K
650 $273K
ON
On Semiconductor Corp

Technology
5.02K
New
$31.95 - $54.21 $160K - $272K
5.02K $262K
SNA
Snap On Inc

Industrials
840
New
$292.36 - $342.2 $246K - $287K
840 $261K
GOOG
Alphabet Inc.

Communication Services
1.4K
New
$146.58 - $180.01 $205K - $252K
1.4K $248K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
546
New
$376.48 - $440.65 $206K - $241K
546 $240K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
2.31K
+ 11.09%
$79.41 - $86.53 $183K - $200K
23.1K $2M
PG
Procter & Gamble CO

Consumer Defensive
1.4K
New
$157.66 - $172.39 $221K - $242K
1.4K $223K
TT
Trane Technologies PLC

Industrials
506
New
$315.21 - $437.41 $159K - $221K
506 $221K
IWS
Ishares Russell Midcap Value E

ETFs
1.68K
New
$110.58 - $132.14 $186K - $222K
1.68K $221K
FITB
Fifth Third Bancorp

Financial Services
4.52K
+ 40.24%
$33.32 - $41.51 $150K - $187K
15.7K $647K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
6.06K
New
$28.75 - $33.88 $174K - $205K
6.06K $205K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4K
New
$49.79 - $50.75 $199K - $203K
4K $203K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.64K
+ 4.85%
$77.94 - $79.5 $128K - $131K
35.6K $2.83M
BCBP
Bcb Bancorp Inc

Financial Services
15K
New
$7.7 - $9.91 $116K - $149K
15K $126K
SHEL
Shell PLC

Energy
5.87K
+ 4.03%
$59.75 - $73.05 $351K - $429K
152K $10.7M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
2.16K
+ 2.31%
$18.21 - $18.97 $39.3K - $41K
95.6K $1.81M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
2.21K
+ 0.71%
$7.05 - $8.02 $15.6K - $17.7K
315K $2.52M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.2K
+ 1.05%
$9.86 - $10.92 $11.8K - $13.1K
115K $1.25M
PEG
Public Service Enterprise Group Inc

Utilities
24
+ 0.23%
$77.13 - $84.18 $1.85K - $2.02K
10.5K $885K
ADC
Agree Realty Corp

Real Estate
5.6K
+ 5.98%
$70.68 - $79.12 $396K - $443K
99.2K $7.25M
KIM
Kimco Realty Corp

Real Estate
408
+ 3.11%
$18.7 - $21.69 $7.63K - $8.85K
13.5K $284K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
3K
+ 2.33%
$10.78 - $11.28 $32.4K - $33.9K
132K $1.46M
Arista Networks
6.84K
+ 11.77%
N/A
64.9K $0
Ge Healthcare
3.18K
New
N/A
3.18K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
30.2K
+ 13.13%
N/A
260K $0
Linde PLC
1.65K
New
N/A
1.65K $0
Ge Vernova
4.71K
New
N/A
4.71K $0
Annaly Capital
23K
+ 7.77%
N/A
319K $0
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
37
+ 0.14%
$15.44 - $16.72 $571 - $619
27.2K $437K
VKQ
Invesco Municipal Trust

Financial Services
952
+ 0.99%
$9.02 - $9.76 $8.59K - $9.29K
96.9K $887K
AFL
Aflac Inc

Financial Services
56
+ 0.5%
$99.77 - $112.45 $5.59K - $6.3K
11.2K $1.18M
BXSL
Blackstone Secured Lending Fund

Financial Services
8.72K
+ 3.86%
$26.88 - $32.74 $234K - $285K
235K $7.22M
OWL
Blue Owl Capital Inc.

Financial Services
15.1K
+ 2.89%
$15.9 - $21.16 $240K - $319K
536K $10.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
327
+ 2.89%
$483.48 - $539.8 $158K - $177K
11.6K $5.65M
LLY
Eli Lilly & CO

Healthcare
241
+ 1.95%
$713.71 - $898.95 $172K - $217K
12.6K $9.81M
MAA
Mid America Apartment Communities Inc.

Real Estate
2.01K
+ 4.99%
$145.91 - $168.0 $293K - $337K
42.2K $6.24M
AMGN
Amgen Inc

Healthcare
724
+ 2.6%
$262.28 - $309.85 $190K - $224K
28.6K $7.97M
CVX
Chevron Corp

Energy
2.76K
+ 5.79%
$133.73 - $168.51 $369K - $465K
50.4K $7.22M
ABBV
Abb Vie Inc.

Healthcare
1.61K
+ 2.83%
$170.16 - $206.27 $274K - $332K
58.4K $10.8M
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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