Ibex Wealth Advisors New Holdings in Q4 2024

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
170K
New
$159.67 - $250.0 $27.2M - $42.5M
170K $39.5M
WMB
Williams Companies, Inc.

Energy
337K
New
$46.37 - $59.74 $15.6M - $20.2M
337K $18.3M
OKE
Oneok Inc

Energy
179K
New
$92.28 - $117.05 $16.6M - $21M
179K $18M
JXN
Jackson Financial Inc.

Financial Services
196K
New
$84.91 - $113.74 $16.6M - $22.3M
196K $17.1M
IBM
International Business Machines Corp

Technology
64.2K
New
$204.9 - $238.04 $13.2M - $15.3M
64.2K $14.1M
PLTR
Palantir Technologies Inc.

Technology
177K
New
$36.46 - $82.38 $6.47M - $14.6M
177K $13.4M
V
Visa Inc.

Financial Services
42.4K
New
$273.87 - $320.91 $11.6M - $13.6M
42.4K $13.4M
META
Meta Platforms, Inc.

Communication Services
21.7K
New
$554.08 - $632.68 $12M - $13.7M
21.7K $12.8M
T
At&T Inc.

Communication Services
551K
New
$21.22 - $23.88 $11.7M - $13.2M
551K $12.5M
GOOGL
Alphabet Inc.

Communication Services
64.7K
New
$161.86 - $196.66 $10.5M - $12.7M
64.7K $12.2M
KMI
Kinder Morgan, Inc.

Energy
381K
New
$22.59 - $28.54 $8.61M - $10.9M
381K $10.4M
HRB
H&R Block Inc

Consumer Cyclical
194K
New
$52.14 - $63.36 $10.1M - $12.3M
194K $10.2M
MA
Mastercard Inc

Financial Services
18.6K
New
$491.3 - $536.15 $9.15M - $9.98M
18.6K $9.8M
VZ
Verizon Communications Inc

Communication Services
239K
New
$39.6 - $45.21 $9.45M - $10.8M
239K $9.55M
LLY
Eli Lilly & CO

Healthcare
11.6K
New
$727.2 - $932.06 $8.46M - $10.8M
11.6K $8.98M
SHEL
Shell PLC

Energy
142K
New
$60.63 - $70.23 $8.62M - $9.99M
142K $8.92M
SPY
Spdr S&P 500 ETF Trust

ETFs
14.8K
New
$567.81 - $607.81 $8.38M - $8.97M
14.8K $8.65M
PH
Parker Hannifin Corp

Industrials
11.6K
New
$621.74 - $709.46 $7.23M - $8.25M
11.6K $7.39M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
96.2K
New
$74.71 - $79.24 $7.19M - $7.63M
96.2K $7.39M
WHR
Whirlpool Corp

Consumer Cyclical
63.5K
New
$99.28 - $124.45 $6.31M - $7.91M
63.5K $7.27M
BX
Blackstone Inc.

Financial Services
41.9K
New
$148.45 - $199.05 $6.22M - $8.33M
41.9K $7.22M
CMCSA
Comcast Corp

Communication Services
192K
New
$37.39 - $45.14 $7.16M - $8.65M
192K $7.19M
CFG
Citizens Financial Group Inc

Financial Services
161K
New
$39.92 - $48.46 $6.42M - $7.79M
161K $7.04M
DLR
Digital Realty Trust, Inc.

Real Estate
37.9K
New
$156.46 - $195.69 $5.94M - $7.43M
37.9K $6.73M
ADC
Agree Realty Corp

Real Estate
93.5K
New
$69.44 - $77.65 $6.49M - $7.26M
93.5K $6.59M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.4K
New
$481.22 - $538.17 $5.95M - $6.65M
12.4K $6.32M
BRO
Brown & Brown, Inc.

Financial Services
61.7K
New
$100.93 - $113.42 $6.23M - $7M
61.7K $6.3M
LAMR
Lamar Advertising CO

Real Estate
49.5K
New
$121.37 - $138.11 $6.01M - $6.83M
49.5K $6.02M
VRT
Vertiv Holdings CO

Industrials
66.8K
New
N/A
66.8K $5.78M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
44K
New
$101.51 - $140.63 $4.46M - $6.18M
44K $5.52M
IBKR
Interactive Brokers Group, Inc.

Financial Services
31.1K
New
$138.3 - $192.95 $4.31M - $6.01M
31.1K $5.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
61.7K
New
$88.59 - $94.57 $5.46M - $5.83M
61.7K $5.48M
JPM
Jpmorgan Chase & CO

Financial Services
20.9K
New
$205.18 - $250.29 $4.29M - $5.24M
20.9K $5.02M
NFG
National Fuel Gas CO

Energy
81.5K
New
$58.89 - $64.23 $4.8M - $5.23M
81.5K $4.94M
COST
Costco Wholesale Corp

Consumer Defensive
5.26K
New
$873.59 - $994.69 $4.6M - $5.23M
5.26K $4.82M
VICI
Vici Properties Inc.

Real Estate
164K
New
$28.27 - $33.19 $4.65M - $5.46M
164K $4.8M
IYY
Ishares Tr

ETFs
32.2K
New
$138.14 - $149.13 $4.45M - $4.8M
32.2K $4.61M
STAG
Stag Industrial, Inc.

Real Estate
135K
New
$33.22 - $39.1 $4.48M - $5.27M
135K $4.56M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9.75K
New
$442.29 - $483.08 $4.31M - $4.71M
9.75K $4.42M
APAM
Artisan Partners Asset Management Inc.

Financial Services
98.6K
New
$41.74 - $49.17 $4.12M - $4.85M
98.6K $4.25M
AMD
Advanced Micro Devices Inc

Technology
35K
New
$118.88 - $172.8 $4.17M - $6.05M
35K $4.23M
GS
Goldman Sachs Group Inc

Financial Services
7.36K
New
$486.1 - $608.57 $3.58M - $4.48M
7.36K $4.21M
PFF
Ishares Trust Ishares Pfd And

ETFs
119K
New
$31.23 - $33.51 $3.73M - $4M
119K $3.76M
EMR
Emerson Electric CO

Industrials
27.3K
New
$108.13 - $134.33 $2.95M - $3.67M
27.3K $3.38M
XLK
Technology Sector Spdr

ETFs
14.1K
New
$220.26 - $241.44 $3.11M - $3.41M
14.1K $3.28M
DHR
Danaher Corp

Healthcare
11.8K
New
$226.16 - $274.52 $2.67M - $3.25M
11.8K $2.71M
PYPL
Pay Pal Holdings, Inc.

Financial Services
31.2K
New
$77.25 - $91.3 $2.41M - $2.84M
31.2K $2.66M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
33.6K
New
$77.86 - $79.27 $2.62M - $2.67M
33.6K $2.62M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
327K
New
$7.83 - $8.16 $2.56M - $2.67M
327K $2.57M
Activity Summary
Buys All Purchases 180 New Holdings 166 Increased Positions 14 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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