Ibex Wealth Advisors New Holdings in Q4 2024

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
6.22K
New
$378.79 - $428.11 $2.36M - $2.66M
6.22K $2.55M
IYC
Ishares U.S. Consumer Discreti

ETFs
24.1K
New
$85.96 - $101.28 $2.07M - $2.44M
24.1K $2.32M
MUB
Ishares National Muni Bond ETF

ETFs
20.3K
New
$105.78 - $108.7 $2.15M - $2.21M
20.3K $2.16M
IYW
Ishares Dj Us Tech ETF

ETFs
13.2K
New
$148.14 - $166.23 $1.96M - $2.19M
13.2K $2.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
15.6K
New
$126.68 - $134.74 $1.98M - $2.11M
15.6K $2M
XLE
Energy Sector Spdr

ETFs
21.9K
New
$83.32 - $97.27 $1.82M - $2.13M
21.9K $1.87M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
100K
New
$18.59 - $18.8 $1.86M - $1.88M
100K $1.86M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
20.7K
New
$85.41 - $87.1 $1.77M - $1.8M
20.7K $1.79M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.39K
New
$370.24 - $418.94 $1.62M - $1.84M
4.39K $1.76M
IEF
Ishares Barclays

ETFs
18.4K
New
$92.08 - $98.18 $1.69M - $1.8M
18.4K $1.7M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
22.2K
New
$72.18 - $81.41 $1.6M - $1.81M
22.2K $1.68M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
147K
New
$11.1 - $12.03 $1.63M - $1.76M
147K $1.65M
ITA
Ishares Tr

ETFs
11K
New
$144.31 - $157.31 $1.58M - $1.72M
11K $1.59M
XLI
Industrial Sector Spdr

ETFs
12K
New
$131.76 - $143.99 $1.59M - $1.73M
12K $1.59M
XLU
Utilities Sector Spdr

ETFs
20.9K
New
$74.89 - $82.93 $1.57M - $1.74M
20.9K $1.58M
ITOT
Ishares Core S&P Total U.S. St

ETFs
12.1K
New
$124.26 - $134.12 $1.51M - $1.63M
12.1K $1.56M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
133K
New
$11.39 - $12.41 $1.52M - $1.66M
133K $1.56M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
134K
New
$11.42 - $12.5 $1.53M - $1.68M
134K $1.55M
SOXX
Ishares Semiconductor ETF

ETFs
7.09K
New
$211.27 - $239.8 $1.5M - $1.7M
7.09K $1.53M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
173K
New
$8.51 - $9.15 $1.48M - $1.59M
173K $1.49M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
16.4K
New
$89.81 - $104.0 $1.47M - $1.7M
16.4K $1.47M
ITB
Ishares Tr

ETFs
13.2K
New
$103.31 - $129.34 $1.36M - $1.7M
13.2K $1.36M
TRV
Travelers Companies, Inc.

Financial Services
5.32K
New
$225.97 - $266.66 $1.2M - $1.42M
5.32K $1.28M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
117K
New
$10.39 - $11.25 $1.22M - $1.32M
117K $1.23M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.93K
New
$174.22 - $187.62 $1.21M - $1.3M
6.93K $1.21M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
27K
New
$44.87 - $46.86 $1.21M - $1.26M
27K $1.21M
COPX
Global X Copper Miners ETF

ETFs
31.5K
New
$38.17 - $48.57 $1.2M - $1.53M
31.5K $1.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.1K
New
$278.49 - $315.16 $1.14M - $1.29M
4.1K $1.16M
KIE
Spdr S&P Insurance ETF

ETFs
19.9K
New
$55.65 - $62.03 $1.11M - $1.24M
19.9K $1.13M
BHK
Blackrock Core Bond Trust

Financial Services
106K
New
$10.39 - $12.03 $1.1M - $1.28M
106K $1.11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.84K
New
$176.42 - $186.91 $1.03M - $1.09M
5.84K $1.04M
VHT
Vanguard Health Care ETF

ETFs
3.99K
New
$250.81 - $283.3 $1M - $1.13M
3.99K $1.01M
TLT
Ishares Barclays 20+ Year Trea

ETFs
11.3K
New
$87.1 - $98.49 $987K - $1.12M
11.3K $989K
XOM
Exxon Mobil Corp

Energy
9.16K
New
$105.51 - $125.37 $966K - $1.15M
9.16K $984K
PDP
Invesco Exchange Traded Fd Tr

ETFs
8.29K
New
$102.88 - $117.55 $853K - $974K
8.29K $891K
PEG
Public Service Enterprise Group Inc

Utilities
10.5K
New
$81.87 - $94.51 $857K - $990K
10.5K $884K
VKQ
Invesco Municipal Trust

Financial Services
89.1K
New
$9.54 - $10.29 $850K - $917K
89.1K $874K
PKB
Invesco Exchange Traded Fd Tr

ETFs
11.5K
New
$75.72 - $88.37 $870K - $1.01M
11.5K $869K
GE
General Electric CO

Industrials
5.08K
New
$159.95 - $194.23 $812K - $986K
5.08K $847K
VTI
Vanguard Total Stock Market Et

ETFs
2.89K
New
$280.04 - $302.45 $810K - $875K
2.89K $838K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
8.34K
New
$100.22 - $100.73 $836K - $840K
8.34K $836K
IRM
Iron Mountain Inc

Real Estate
7.91K
New
$101.62 - $128.14 $804K - $1.01M
7.91K $831K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
40.7K
New
$17.93 - $18.8 $730K - $766K
40.7K $742K
CNO
Cno Financial Group, Inc.

Financial Services
19.8K
New
$34.0 - $40.5 $674K - $803K
19.8K $737K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
21.5K
New
$32.63 - $37.1 $700K - $796K
21.5K $732K
HIG
Hartford Financial Services Group, Inc.

Financial Services
6.56K
New
$107.06 - $123.74 $702K - $811K
6.56K $717K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.21K
New
$113.92 - $127.38 $707K - $790K
6.21K $714K
WELL
Welltower Inc.

Real Estate
5.59K
New
$123.11 - $139.3 $688K - $779K
5.59K $704K
WMT
Walmart Inc.

Consumer Defensive
7.73K
New
$79.1 - $95.7 $612K - $740K
7.73K $698K
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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