Ibex Wealth Advisors New Holdings in Q2 2025

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COF
Capital One Financial Corp

Financial Services
51.6K
New
$150.57 - $212.76 $7.77M - $11M
51.6K $11M
MRK
Merck & Co., Inc.

Healthcare
91.7K
New
$73.47 - $87.12 $6.74M - $7.99M
91.7K $7.26M
SMG
Scotts Miracle Gro CO

Basic Materials
106K
New
$48.21 - $66.48 $5.1M - $7.03M
106K $6.97M
CTRE
Care Trust Reit, Inc.

Real Estate
227K
New
$26.65 - $30.69 $6.04M - $6.95M
227K $6.93M
GE
General Electric CO

Industrials
24.7K
New
$166.81 - $257.39 $4.12M - $6.36M
24.7K $6.36M
MCO
Moodys Corp

Financial Services
11.5K
New
$396.7 - $501.59 $4.57M - $5.78M
11.5K $5.78M
BKNG
Booking Holdings Inc.

Consumer Cyclical
971
New
$4164.15 - $5789.24 $4.04M - $5.62M
971 $5.62M
PM
Philip Morris International Inc.

Consumer Defensive
29.5K
New
$149.23 - $184.95 $4.41M - $5.46M
29.5K $5.38M
WMT
Walmart Inc.

Consumer Defensive
50.9K
New
$81.79 - $99.98 $4.16M - $5.09M
50.9K $4.98M
BK
Bank Of New York Mellon Corp

Financial Services
50.1K
New
$73.31 - $91.62 $3.67M - $4.59M
50.1K $4.56M
SCHW
Schwab Charles Corp

Financial Services
48.8K
New
$69.06 - $91.24 $3.37M - $4.45M
48.8K $4.45M
RTX
Raytheon Technologies Corp

Industrials
27.7K
New
$113.75 - $148.48 $3.15M - $4.12M
27.7K $4.05M
SOXX
Ishares Semiconductor ETF

ETFs
6.43K
New
$154.86 - $239.07 $996K - $1.54M
6.43K $1.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.57K
New
$456.74 - $568.03 $1.18M - $1.46M
2.57K $1.46M
GILD
Gilead Sciences, Inc.

Healthcare
12.7K
New
$96.91 - $113.0 $1.23M - $1.43M
12.7K $1.4M
MS
Morgan Stanley

Financial Services
9.28K
New
$99.83 - $140.86 $927K - $1.31M
9.28K $1.31M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
13.7K
New
$73.0 - $85.5 $1M - $1.17M
13.7K $1.15M
IAU
Ishares Gold Trust

ETFs
17.8K
New
$56.1 - $64.74 $998K - $1.15M
17.8K $1.11M
AJG
Arthur J. Gallagher & Co.

Financial Services
3.39K
New
$310.86 - $348.77 $1.05M - $1.18M
3.39K $1.08M
VOE
Vanguard Mid Cap Value Index F

ETFs
6.14K
New
$141.87 - $164.49 $872K - $1.01M
6.14K $1.01M
IYY
Ishares Tr

ETFs
6.65K
New
$120.9 - $150.87 $804K - $1M
6.65K $1M
IEFA
Ishares Tr

ETFs
11.4K
New
$67.83 - $84.09 $773K - $959K
11.4K $951K
ITA
Ishares Tr

ETFs
4.87K
New
$135.31 - $188.64 $658K - $918K
4.87K $917K
WELL
Welltower Inc.

Real Estate
5.91K
New
$136.49 - $155.22 $806K - $917K
5.91K $907K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.14K
New
$320.42 - $424.58 $684K - $906K
2.14K $906K
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.86K
New
$152.93 - $181.74 $744K - $884K
4.86K $883K
VTI
Vanguard Total Stock Market Et

ETFs
2.87K
New
$243.75 - $303.93 $699K - $872K
2.87K $871K
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.64K
New
$152.42 - $182.82 $707K - $848K
4.64K $848K
MCD
Mcdonalds Corp

Consumer Cyclical
2.74K
New
$285.55 - $321.23 $784K - $881K
2.74K $801K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
7.74K
New
$100.04 - $100.54 $775K - $779K
7.74K $778K
DRI
Darden Restaurants Inc

Consumer Cyclical
3.57K
New
$186.58 - $225.78 $666K - $806K
3.57K $778K
GS
Goldman Sachs Group Inc

Financial Services
1.1K
New
$462.22 - $707.75 $508K - $778K
1.1K $777K
ISRG
Intuitive Surgical Inc

Healthcare
1.41K
New
$451.58 - $565.94 $635K - $796K
1.41K $764K
TRV
Travelers Companies, Inc.

Financial Services
2.85K
New
$233.83 - $276.34 $666K - $787K
2.85K $762K
VHT
Vanguard Health Care ETF

ETFs
3.03K
New
$236.71 - $261.92 $718K - $794K
3.03K $753K
XLU
Utilities Sector Spdr

ETFs
8.74K
New
$73.09 - $82.77 $639K - $723K
8.74K $713K
XOM
Exxon Mobil Corp

Energy
6.46K
New
$99.93 - $119.04 $645K - $769K
6.46K $696K
IDV
Ishares Tr

ETFs
19.8K
New
$27.79 - $34.84 $549K - $688K
19.8K $681K
XLP
Consumer Staples Sector Spdr

ETFs
8.43K
New
N/A
8.43K $640K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4.92K
New
$109.83 - $131.67 $540K - $648K
4.92K $623K
AMP
Ameriprise Financial Inc

Financial Services
1.14K
New
$422.19 - $533.73 $481K - $608K
1.14K $608K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.14K
New
$90.56 - $109.49 $465K - $563K
5.14K $561K
OEF
Ishares S&P 100 ETF

ETFs
2.11K
New
N/A
2.11K $559K
MTB
M&T Bank Corp

Financial Services
2.87K
New
$156.58 - $193.99 $450K - $557K
2.87K $556K
VFH
Vanguard Financial ETF

ETFs
4.3K
New
$104.87 - $127.3 $451K - $547K
4.3K $547K
VCIT
Vanguard Intermediate Term Cor

ETFs
6.57K
New
$79.56 - $82.92 $523K - $545K
6.57K $545K
BPOP
Popular, Inc.

Financial Services
4.83K
New
$81.63 - $110.51 $394K - $533K
4.83K $531K
VIG
Vanguard Dividend Appreciation

ETFs
2.91K
New
N/A
2.91K $530K
AMAT
Applied Materials Inc

Technology
2.87K
New
$126.95 - $183.52 $364K - $526K
2.87K $524K
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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