Ibex Wealth Advisors New Holdings in Q1 2025

Ibex Wealth Advisors

$728 Million
Q1 2025

Stock	Shares change	Price Range	Shares Held	Trade History
EFA Ishares Tr Msci Eafe ETF ETFs	105K New	$74.85 - $84.89 $7.86M - $8.92M	105K $8.66M
MAA Mid America Apartment Communities Inc. Real Estate	40.2K New	$146.9 - $170.92 $5.9M - $6.87M	40.2K $6.73M
CME Cme Group Inc. Financial Services	22.3K New	$225.82 - $266.54 $5.04M - $5.95M	22.3K $5.92M
UBER Uber Technologies, Inc Technology	70K New	$63.17 - $81.49 $4.42M - $5.7M	70K $5.1M
PEAK Healthpeak Properties, Inc. Real Estate	250K New	N/A	250K $4.74M
NEM Newmont Corp Basic Materials	89.5K New	$37.79 - $48.39 $3.38M - $4.33M	89.5K $4.32M
LYB Lyondell Basell Industries N.V. Basic Materials	59.9K New	$69.82 - $78.67 $4.18M - $4.72M	59.9K $4.22M
AXS Axis Capital Holdings LTD Financial Services	41.1K New	$85.54 - $100.24 $3.51M - $4.11M	41.1K $4.11M
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	23.4K New	$165.25 - $224.62 $3.86M - $5.25M	23.4K $3.88M
BAR Granite Shares Gold Trust ETFs	120K New	$26.01 - $30.84 $3.11M - $3.69M	120K $3.63M
PGR Progressive Corp Financial Services	12.5K New	$235.61 - $291.22 $2.94M - $3.64M	12.5K $3.53M
GXC Spdr Index Shs Fund Spdr S&P C ETFs	24.2K New	$70.96 - $92.65 $1.71M - $2.24M	24.2K $2.08M
CQQQ Invesco Exchange Traded Fd Tr ETFs	45K New	$36.74 - $50.04 $1.65M - $2.25M	45K $2M
XLF Financial Sector Spdr ETFs	35.9K New	$47.32 - $52.19 $1.7M - $1.87M	35.9K $1.76M
JETS ETF Ser Solutions U S Global J ETFs	67.9K New	$20.77 - $26.81 $1.41M - $1.82M	67.9K $1.43M
RPG Invesco Exchange Traded Fd Tr ETFs	35.7K New	$37.33 - $45.03 $1.33M - $1.61M	35.7K $1.36M
WFC Wells Fargo & Company Financial Services	14.7K New	$66.78 - $81.42 $985K - $1.2M	14.7K $1.06M

Activity Summary All Purchases 81 New Holdings 17 Increased Positions 64 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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