Ibex Wealth Advisors New Holdings in Q3 2025

Ibex Wealth Advisors

  • $995 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MU
Micron Technology Inc

Technology
48.1K
New
$104.88 - $168.89 $5.05M - $8.13M
48.1K $8.05M
UNH
Unitedhealth Group Inc

Healthcare
22.6K
New
$237.77 - $353.61 $5.38M - $8.01M
22.6K $7.82M
HWM
Howmet Aerospace Inc.

Industrials
34.4K
New
$171.0 - $196.23 $5.88M - $6.74M
34.4K $6.74M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
78K
New
$71.86 - $87.45 $5.61M - $6.82M
78K $6.5M
AEP
American Electric Power CO Inc

Utilities
52.2K
New
$103.26 - $115.0 $5.39M - $6M
52.2K $5.87M
SNEX
Stone X Group Inc.

Financial Services
51.7K
New
$81.94 - $104.56 $4.23M - $5.4M
51.7K $5.21M
CG
Carlyle Group Inc.

Financial Services
71.6K
New
$52.82 - $69.35 $3.78M - $4.96M
71.6K $4.49M
TGT
Target Corp

Consumer Defensive
43K
New
$86.56 - $107.43 $3.72M - $4.62M
43K $3.85M
IETC
Ishares U S ETF Tr

ETFs
8.9K
New
$92.7 - $103.65 $825K - $922K
8.9K $906K
RPG
Invesco Exchange Traded Fd Tr

ETFs
18.4K
New
$45.41 - $48.26 $834K - $886K
18.4K $876K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5.72K
New
$91.28 - $97.59 $522K - $558K
5.72K $548K
WM
Waste Management Inc

Industrials
2.4K
New
$213.88 - $237.1 $514K - $569K
2.4K $530K
SYK
Stryker Corp

Healthcare
1.38K
New
$368.57 - $403.53 $508K - $556K
1.38K $509K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
5.38K
New
$67.16 - $93.48 $361K - $503K
5.38K $501K
COPX
Global X Copper Miners ETF

ETFs
7.98K
New
$42.75 - $59.81 $341K - $478K
7.98K $477K
STEP
Step Stone Group Inc.

Financial Services
6.87K
New
$55.47 - $67.35 $381K - $463K
6.87K $448K
SCHL
Scholastic Corp

Communication Services
16K
New
$21.03 - $27.56 $337K - $442K
16K $438K
HWC
Hancock Whitney Corp

Financial Services
6.9K
New
$57.63 - $64.31 $398K - $444K
6.9K $431K
APH
Amphenol Corp

Technology
1.87K
New
$97.39 - $125.4 $182K - $234K
1.87K $231K
FDX
Fedex Corp

Industrials
854
New
$217.1 - $243.2 $185K - $208K
854 $201K
PNC
Pnc Financial Services Group, Inc.

Financial Services
997
New
$185.88 - $207.44 $185K - $207K
997 $200K
COP
Conocophillips

Energy
2.12K
New
$91.0 - $98.99 $193K - $210K
2.12K $200K
Blackrock Fdg
3.68K
New
N/A
3.68K $0
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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