Ibex Wealth Advisors Incresed Positions in Q3 2025

Ibex Wealth Advisors

  • $995 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VICI
Vici Properties Inc.

Real Estate
3.09K
+ 1.72%
$31.43 - $33.93 $97K - $105K
182K $5.94M
ITA
Ishares Tr

ETFs
8
+ 0.16%
$184.73 - $209.26 $1.48K - $1.67K
4.87K $1.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
18
+ 0.84%
$420.11 - $472.68 $7.56K - $8.51K
2.15K $1.01M
VOE
Vanguard Mid Cap Value Index F

ETFs
74
+ 1.2%
$164.63 - $174.58 $12.2K - $12.9K
6.22K $1.09M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.17%
$303.93 - $329.86 $1.52K - $1.65K
2.87K $942K
VGT
Vanguard Information Technolog

ETFs
35
+ 6.63%
$656.44 - $753.15 $23K - $26.4K
563 $420K
QUAL
Ishares Msci Usa Quality Facto

ETFs
70
+ 1.51%
$182.33 - $194.5 $12.8K - $13.6K
4.71K $916K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
1.27K
+ 0.4%
$7.98 - $8.29 $10.1K - $10.5K
316K $2.59M
AMAT
Applied Materials Inc

Technology
3
+ 0.1%
$156.25 - $204.95 $469 - $615
2.87K $587K
FITB
Fifth Third Bancorp

Financial Services
180
+ 1.14%
$40.91 - $46.28 $7.36K - $8.33K
15.9K $709K
MCO
Moodys Corp

Financial Services
722
+ 6.27%
$472.69 - $521.32 $341K - $376K
12.2K $5.83M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.16K
+ 19.13%
$33.86 - $35.74 $39.2K - $41.4K
7.22K $257K
LNT
Alliant Energy Corp

Utilities
202
+ 3.94%
$60.76 - $67.41 $12.3K - $13.6K
5.34K $359K
TRV
Travelers Companies, Inc.

Financial Services
40
+ 1.4%
$250.62 - $279.43 $10K - $11.2K
2.89K $806K
HIG
Hartford Financial Services Group, Inc.

Financial Services
63
+ 1.28%
$119.73 - $134.7 $7.54K - $8.49K
4.98K $664K
DLR
Digital Realty Trust, Inc.

Real Estate
571
+ 1.38%
$161.21 - $180.02 $92.1K - $103K
41.9K $7.24M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
103
+ 0.87%
$79.89 - $83.25 $8.23K - $8.57K
12K $989K
NI
Nisource Inc.

Utilities
35
+ 0.3%
$39.0 - $43.33 $1.37K - $1.52K
11.6K $500K
CINF
Cincinnati Financial Corp

Financial Services
4
+ 0.12%
$145.8 - $158.1 $583 - $632
3.48K $549K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
17
+ 0.49%
$109.47 - $119.06 $1.86K - $2.02K
3.46K $409K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
1.35K
+ 1.18%
$10.81 - $11.15 $14.6K - $15.1K
116K $1.28M
XLF
Financial Sector Spdr

ETFs
26
+ 0.15%
$51.37 - $54.25 $1.34K - $1.41K
17.2K $926K
THG
Hanover Insurance Group, Inc.

Financial Services
10
+ 0.52%
$162.08 - $182.1 $1.62K - $1.82K
1.93K $350K
BKNG
Booking Holdings Inc.

Consumer Cyclical
74
+ 7.62%
$5364.25 - $5815.92 $397K - $430K
1.05K $5.64M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
132
+ 0.49%
$15.6 - $16.63 $2.06K - $2.2K
27.3K $453K
IWD
Ishares Russell 1000 Val ETF

ETFs
7
+ 0.42%
$192.76 - $203.86 $1.35K - $1.43K
1.66K $337K
WFC
Wells Fargo & Company

Financial Services
21
+ 0.57%
$77.05 - $85.16 $1.62K - $1.79K
3.73K $312K
IWS
Ishares Russell Midcap Value E

ETFs
7
+ 0.42%
$132.83 - $140.61 $930 - $984
1.69K $235K
ACT
Enact Holdings, Inc.

Financial Services
31
+ 0.4%
$34.39 - $39.23 $1.07K - $1.22K
7.78K $298K
CEG
Constellation Energy Corp

Utilities
9
+ 0.67%
$298.82 - $354.89 $2.69K - $3.19K
1.35K $443K
VCIT
Vanguard Intermediate Term Cor

ETFs
38
+ 0.58%
$81.75 - $84.54 $3.11K - $3.21K
6.61K $556K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.09%
$282.75 - $294.19 $283 - $294
1.14K $334K
Ge Healthcare
1
+ 0.03%
N/A
3.18K $0
Ge Vernova
17
+ 0.36%
N/A
4.73K $0
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.07%
N/A
2.91K $530K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
33.3K
+ 12.81%
N/A
293K $0
Linde PLC
268
+ 16.23%
N/A
1.92K $0
Arista Networks
2.26K
+ 3.48%
N/A
67.2K $0
Annaly Capital
5.7K
+ 1.78%
N/A
325K $0
PEG
Public Service Enterprise Group Inc

Utilities
25
+ 0.24%
$79.99 - $90.14 $2K - $2.25K
10.5K $880K
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.5%
$150.47 - $161.22 $1.05K - $1.13K
1.41K $216K
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.18%
$486.13 - $544.55 $972 - $1.09K
1.14K $561K
PGR
Progressive Corp

Financial Services
1.02K
+ 5.65%
$238.61 - $264.3 $243K - $269K
19K $4.7M
T
At&T Inc.

Communication Services
9.94K
+ 1.68%
$26.94 - $29.62 $268K - $294K
603K $17M
V
Visa Inc.

Financial Services
862
+ 2.57%
$332.09 - $358.86 $286K - $309K
34.4K $11.7M
ADC
Agree Realty Corp

Real Estate
247
+ 0.25%
$70.53 - $75.05 $17.4K - $18.5K
99.4K $7.06M
KMI
Kinder Morgan, Inc.

Energy
4.48K
+ 1.12%
$26.23 - $28.5 $117K - $128K
405K $11.5M
SMG
Scotts Miracle Gro CO

Basic Materials
820
+ 0.78%
$55.82 - $70.08 $45.8K - $57.5K
107K $6.07M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.07K
+ 0.46%
$26.07 - $32.55 $27.9K - $34.8K
236K $6.14M
Activity Summary
Buys All Purchases 127 New Holdings 24 Increased Positions 103 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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