Ibex Wealth Advisors New Holdings in Q4 2024

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
8.23K
New
$80.13 - $83.77 $660K - $690K
8.23K $660K
DIS
Walt Disney CO

Communication Services
5.74K
New
$92.39 - $117.6 $530K - $675K
5.74K $639K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
8.39K
New
$74.68 - $81.45 $627K - $683K
8.39K $627K
MTB
M&T Bank Corp

Financial Services
3.11K
New
$172.48 - $221.95 $537K - $690K
3.11K $584K
ALL
Allstate Corp

Financial Services
2.95K
New
$181.25 - $208.2 $535K - $614K
2.95K $568K
MSI
Motorola Solutions, Inc.

Technology
1.15K
New
$449.08 - $504.6 $517K - $581K
1.15K $532K
VIG
Vanguard Dividend Appreciation

ETFs
2.82K
New
N/A
2.82K $513K
MS
Morgan Stanley

Financial Services
4K
New
$104.42 - $134.99 $418K - $540K
4K $502K
JNJ
Johnson & Johnson

Healthcare
3.45K
New
$143.34 - $165.86 $494K - $572K
3.45K $498K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
29.4K
New
$15.84 - $17.86 $466K - $525K
29.4K $474K
AMAT
Applied Materials Inc

Technology
2.86K
New
$161.44 - $213.89 $461K - $611K
2.86K $464K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
37.3K
New
$12.12 - $13.1 $452K - $489K
37.3K $454K
DRI
Darden Restaurants Inc

Consumer Cyclical
2.37K
New
$155.96 - $188.66 $370K - $448K
2.37K $443K
FIX
Comfort Systems Usa Inc

Industrials
1.04K
New
$370.68 - $504.12 $387K - $526K
1.04K $442K
SPG
Simon Property Group Inc

Real Estate
2.35K
New
$167.23 - $183.84 $392K - $431K
2.35K $404K
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.6K
New
$45.72 - $48.2 $393K - $414K
8.6K $394K
NTAP
Net App, Inc.

Technology
3.3K
New
$115.31 - $131.11 $381K - $433K
3.3K $383K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
33.7K
New
$10.7 - $11.74 $361K - $396K
33.7K $364K
ETN
Eaton Corp PLC

Industrials
1.07K
New
$326.96 - $377.52 $350K - $404K
1.07K $355K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3.29K
New
$100.18 - $109.1 $330K - $359K
3.29K $345K
APH
Amphenol Corp

Technology
4.86K
New
$62.07 - $75.35 $301K - $366K
4.86K $337K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
762
New
$417.69 - $450.94 $318K - $344K
762 $324K
AIT
Applied Industrial Technologies Inc

Industrials
1.36K
New
$220.05 - $280.49 $299K - $381K
1.36K $324K
VGT
Vanguard Information Technolog

ETFs
516
New
$571.78 - $647.97 $295K - $334K
516 $320K
DELL
Dell Technologies Inc.

Technology
2.77K
New
$111.96 - $144.21 $310K - $399K
2.77K $318K
ITW
Illinois Tool Works Inc

Industrials
1.25K
New
$253.56 - $278.5 $316K - $348K
1.25K $316K
ON
On Semiconductor Corp

Technology
5.02K
New
$63.05 - $74.7 $316K - $375K
5.02K $316K
PRI
Primerica, Inc.

Financial Services
1.13K
New
$265.71 - $304.93 $299K - $343K
1.13K $305K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.64K
New
$183.23 - $199.79 $300K - $327K
1.64K $303K
CEG
Constellation Energy Corp

Utilities
1.34K
New
$224.28 - $285.52 $300K - $382K
1.34K $300K
SNA
Snap On Inc

Industrials
885
New
$285.44 - $371.35 $253K - $329K
885 $300K
RLI
Rli Corp

Financial Services
1.82K
New
$151.91 - $180.89 $276K - $329K
1.82K $299K
IGV
Ishares Expanded Tech Software

ETFs
2.95K
New
$87.5 - $110.17 $258K - $325K
2.95K $295K
NJR
New Jersey Resources Corp

Utilities
6.32K
New
$45.17 - $51.61 $286K - $326K
6.32K $294K
THG
Hanover Insurance Group, Inc.

Financial Services
1.9K
New
$144.81 - $165.01 $275K - $313K
1.9K $293K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.14K
New
$241.48 - $274.89 $275K - $313K
1.14K $288K
TSCO
Tractor Supply CO

Consumer Cyclical
5.43K
New
$52.59 - $303.74 $286K - $1.65M
5.43K $288K
GOOG
Alphabet Inc.

Communication Services
1.5K
New
$163.08 - $198.16 $245K - $297K
1.5K $285K
SXI
Standex International Corp

Industrials
1.53K
New
$172.48 - $211.52 $263K - $323K
1.53K $285K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.26K
New
$209.89 - $233.24 $264K - $294K
1.26K $267K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
495
New
$521.84 - $558.82 $258K - $277K
495 $266K
SCHW
Schwab Charles Corp

Financial Services
3.45K
New
$63.31 - $82.85 $218K - $286K
3.45K $255K
CTAS
Cintas Corp

Industrials
1.37K
New
$182.7 - $226.47 $249K - $309K
1.37K $249K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
19.9K
New
$12.1 - $13.52 $241K - $269K
19.9K $244K
FDX
Fedex Corp

Industrials
849
New
$260.5 - $305.15 $221K - $259K
849 $238K
ABC
Amerisourcebergen Corp

Healthcare
1.24K
New
N/A
1.24K $229K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
5.3K
New
$42.32 - $55.35 $224K - $293K
5.3K $226K
ENSG
Ensign Group, Inc

Healthcare
1.64K
New
$132.78 - $156.91 $217K - $257K
1.64K $217K
PEP
Pepsico Inc

Consumer Defensive
1.43K
New
$151.29 - $176.1 $216K - $251K
1.43K $216K
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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