Ibex Wealth Advisors Incresed Positions in Q1 2025

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
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
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
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
VKQ
Invesco Municipal Trust

Financial Services
6.87K
+ 7.71%
$9.53 - $10.07 $65.5K - $69.2K
96K $926K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
270
+ 0.8%
$77.7 - $78.94 $21K - $21.3K
33.9K $2.68M
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
Blackrock Fdg
208
+ 4.27%
N/A
5.08K $0
Arista Networks
7.33K
+ 14.44%
N/A
58.1K $0
Annaly Capital
15.3K
+ 5.44%
N/A
296K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
18.8K
+ 8.92%
N/A
230K $0
Lam Research
6
+ 0.04%
N/A
17K $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
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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