Ibex Wealth Advisors New Holdings in Q2 2025

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
3.47K
New
$126.6 - $151.6 $439K - $526K
3.47K $516K
JNJ
Johnson & Johnson

Healthcare
3.2K
New
$146.36 - $159.82 $468K - $511K
3.2K $488K
CALM
Cal Maine Foods Inc

Consumer Defensive
4.74K
New
$90.17 - $103.07 $427K - $488K
4.74K $471K
NI
Nisource Inc.

Utilities
11.5K
New
$37.11 - $40.64 $428K - $469K
11.5K $465K
ORCL
Oracle Corp

Technology
2.1K
New
$122.82 - $218.63 $258K - $458K
2.1K $458K
ETR
Entergy Corp

Utilities
5.42K
New
$79.01 - $86.61 $428K - $469K
5.42K $450K
CEG
Constellation Energy Corp

Utilities
1.34K
New
$170.96 - $322.76 $229K - $432K
1.34K $432K
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.46K
New
$41.05 - $48.17 $347K - $408K
8.46K $407K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.44K
New
$86.93 - $109.64 $299K - $378K
3.44K $377K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.3K
New
$50.5 - $71.23 $268K - $378K
5.3K $358K
VGT
Vanguard Information Technolog

ETFs
528
New
$470.37 - $663.28 $248K - $350K
528 $350K
THG
Hanover Insurance Group, Inc.

Financial Services
1.92K
New
$150.66 - $178.04 $289K - $341K
1.92K $325K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.14K
New
$216.28 - $284.39 $246K - $324K
1.14K $323K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.65K
New
$166.82 - $194.23 $276K - $321K
1.65K $321K
LNT
Alliant Energy Corp

Utilities
5.13K
New
$58.79 - $64.85 $302K - $333K
5.13K $310K
ACT
Enact Holdings, Inc.

Financial Services
7.75K
New
$31.91 - $37.44 $247K - $290K
7.75K $287K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
3.7K
New
$60.99 - $77.53 $226K - $287K
3.7K $286K
NJR
New Jersey Resources Corp

Utilities
6.28K
New
$44.23 - $49.97 $278K - $314K
6.28K $281K
FTNT
Fortinet, Inc.

Technology
2.63K
New
$84.71 - $108.69 $223K - $286K
2.63K $278K
MSI
Motorola Solutions, Inc.

Technology
650
New
$394.72 - $440.39 $257K - $286K
650 $273K
ON
On Semiconductor Corp

Technology
5.02K
New
$31.95 - $54.21 $160K - $272K
5.02K $262K
SNA
Snap On Inc

Industrials
840
New
$292.36 - $342.2 $246K - $287K
840 $261K
GOOG
Alphabet Inc.

Communication Services
1.4K
New
$146.58 - $180.01 $205K - $252K
1.4K $248K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
546
New
$376.48 - $440.65 $206K - $241K
546 $240K
PG
Procter & Gamble CO

Consumer Defensive
1.4K
New
$157.66 - $172.39 $221K - $242K
1.4K $223K
IWS
Ishares Russell Midcap Value E

ETFs
1.68K
New
$110.58 - $132.14 $186K - $222K
1.68K $221K
TT
Trane Technologies PLC

Industrials
506
New
$315.21 - $437.41 $159K - $221K
506 $221K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
6.06K
New
$28.75 - $33.88 $174K - $205K
6.06K $205K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4K
New
$49.79 - $50.75 $199K - $203K
4K $203K
BCBP
Bcb Bancorp Inc

Financial Services
15K
New
$7.7 - $9.91 $116K - $149K
15K $126K
Ge Vernova
4.71K
New
N/A
4.71K $0
Linde PLC
1.65K
New
N/A
1.65K $0
Ge Healthcare
3.18K
New
N/A
3.18K $0
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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