Ibex Wealth Advisors Incresed Positions in Q2 2025

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
22K
+ 3.33%
$94.31 - $157.99 $2.08M - $3.48M
683K $108M
AVGO
Broadcom Inc.

Technology
17.4K
+ 11.46%
$146.29 - $275.65 $2.55M - $4.8M
169K $46.7M
PLTR
Palantir Technologies Inc.

Technology
49.7K
+ 26.68%
$74.01 - $144.25 $3.68M - $7.17M
236K $32.2M
MSFT
Microsoft Corp

Technology
909
+ 1.33%
$354.56 - $497.45 $322K - $452K
69.4K $34.5M
META
Meta Platforms, Inc.

Communication Services
2.07K
+ 12.3%
$484.66 - $738.09 $1M - $1.52M
18.8K $13.9M
APP
App Lovin Corp

Technology
918
+ 2.08%
$219.37 - $417.89 $201K - $384K
45K $15.8M
CME
Cme Group Inc.

Financial Services
13.2K
+ 59.09%
$252.37 - $290.71 $3.33M - $3.84M
35.5K $9.79M
VZ
Verizon Communications Inc

Communication Services
78.7K
+ 33.91%
$41.67 - $45.62 $3.28M - $3.59M
311K $13.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.97K
+ 25.57%
$141.37 - $228.57 $844K - $1.37M
29.3K $6.64M
NFLX
Netflix Inc

Communication Services
305
+ 6.08%
$855.86 - $1339.13 $261K - $408K
5.32K $7.13M
UBER
Uber Technologies, Inc

Technology
8.91K
+ 12.73%
$64.62 - $93.3 $576K - $831K
78.9K $7.36M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
23K
+ 37.29%
$85.42 - $94.39 $1.97M - $2.17M
84.8K $7.96M
IBKR
Interactive Brokers Group, Inc.

Financial Services
107K
+ 309.05%
$50.53 - $212.53 $5.41M - $22.8M
142K $7.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.56K
+ 29.11%
$496.48 - $617.85 $1.27M - $1.58M
11.4K $7.02M
VRT
Vertiv Holdings CO

Industrials
20.1K
+ 27.29%
N/A
93.9K $8.13M
DLR
Digital Realty Trust, Inc.

Real Estate
2.71K
+ 7.01%
$136.11 - $177.69 $369K - $481K
41.3K $7.2M
VIRT
Virtu Financial, Inc.

Financial Services
6.68K
+ 3.58%
$32.82 - $44.79 $219K - $299K
193K $8.67M
WMB
Williams Companies, Inc.

Energy
6.5K
+ 1.91%
$54.33 - $62.87 $353K - $409K
347K $21.8M
T
At&T Inc.

Communication Services
36.9K
+ 6.64%
$26.33 - $28.94 $971K - $1.07M
593K $17.2M
JXN
Jackson Financial Inc.

Financial Services
5.14K
+ 2.7%
$70.35 - $89.5 $362K - $460K
196K $17.4M
PGR
Progressive Corp

Financial Services
5.55K
+ 44.43%
$255.27 - $288.74 $1.42M - $1.6M
18K $4.81M
AXS
Axis Capital Holdings LTD

Financial Services
10.9K
+ 26.5%
$87.23 - $106.93 $949K - $1.16M
51.9K $5.39M
AXP
American Express CO

Financial Services
1.22K
+ 7.24%
$231.39 - $318.98 $282K - $389K
18.1K $5.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
130
+ 1.01%
$416.06 - $551.64 $54.1K - $71.7K
13K $7.19M
TSLA
Tesla, Inc.

Consumer Cyclical
1.77K
+ 21.36%
$221.86 - $362.89 $393K - $643K
10.1K $3.2M
BX
Blackstone Inc.

Financial Services
3.7K
+ 8.68%
$120.07 - $151.11 $445K - $560K
46.4K $6.94M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
4.53K
+ 4.7%
$81.84 - $93.53 $371K - $424K
101K $9.36M
XLK
Technology Sector Spdr

ETFs
1.25K
+ 9.44%
$179.73 - $253.23 $224K - $315K
14.4K $3.66M
LAMR
Lamar Advertising CO

Real Estate
4.53K
+ 9.61%
$102.35 - $121.67 $464K - $551K
51.7K $6.27M
KMI
Kinder Morgan, Inc.

Energy
16.1K
+ 4.19%
$25.21 - $29.4 $406K - $473K
400K $11.8M
MA
Mastercard Inc

Financial Services
846
+ 4.02%
$479.92 - $590.74 $406K - $500K
21.9K $12.3M
NFG
National Fuel Gas CO

Energy
3.19K
+ 3.89%
$73.0 - $86.01 $233K - $275K
85.4K $7.23M
TFC
Truist Financial Corp

Financial Services
3.77K
+ 2.13%
$34.79 - $42.99 $131K - $162K
181K $7.76M
XLE
Energy Sector Spdr

ETFs
7.02K
+ 31.76%
$76.44 - $94.13 $536K - $661K
29.1K $2.47M
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
VICI
Vici Properties Inc.

Real Estate
12.1K
+ 7.27%
$29.41 - $32.97 $357K - $400K
179K $5.83M
XLI
Industrial Sector Spdr

ETFs
1.3K
+ 11.28%
$116.42 - $147.52 $151K - $191K
12.8K $1.89M
HRB
H&R Block Inc

Consumer Cyclical
6.44K
+ 3.3%
$54.32 - $63.04 $350K - $406K
201K $11.1M
UNM
Unum Group

Financial Services
4.85K
+ 3.68%
$70.48 - $82.91 $342K - $402K
136K $11M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
2.31K
+ 11.09%
$79.41 - $86.53 $183K - $200K
23.1K $2M
FITB
Fifth Third Bancorp

Financial Services
4.52K
+ 40.24%
$33.32 - $41.51 $150K - $187K
15.7K $647K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.64K
+ 4.85%
$77.94 - $79.5 $128K - $131K
35.6K $2.83M
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
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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