Ibex Wealth Advisors Reduced Holdings in Q1 2025

Ibex Wealth Advisors

  • $728 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-69.5K
- 9.51%
$106.98 - $149.43 $7.44M - $10.4M
661K $71.7M
AVGO
Broadcom Inc.

Technology
-18.3K
- 10.76%
$167.43 - $244.7 $3.07M - $4.48M
152K $25.4M
MSFT
Microsoft Corp

Technology
-8.45K
- 10.98%
$375.39 - $447.2 $3.17M - $3.78M
68.5K $25.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.95K
- 40.33%
$551.42 - $612.93 $3.28M - $3.65M
8.81K $4.93M
PH
Parker Hannifin Corp

Industrials
-5K
- 42.98%
$591.65 - $707.05 $2.96M - $3.53M
6.63K $4.03M
META
Meta Platforms, Inc.

Communication Services
-4.87K
- 22.49%
$576.36 - $736.67 $2.81M - $3.59M
16.8K $9.68M
AMZN
Amazon Com Inc

Consumer Cyclical
-372
- 0.43%
$190.26 - $242.06 $70.8K - $90K
86.9K $16.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.7K
- 16.98%
$222.15 - $428.22 $377K - $727K
8.3K $2.15M
IYC
Ishares U.S. Consumer Discreti

ETFs
-13.6K
- 56.37%
$85.71 - $101.2 $1.16M - $1.37M
10.5K $925K
JXN
Jackson Financial Inc.

Financial Services
-5.23K
- 2.67%
$79.36 - $97.88 $415K - $512K
191K $16M
LAMR
Lamar Advertising CO

Real Estate
-2.34K
- 4.72%
$110.65 - $132.9 $259K - $311K
47.1K $5.36M
XLK
Technology Sector Spdr

ETFs
-929
- 6.58%
$206.38 - $242.18 $192K - $225K
13.2K $2.72M
OKE
Oneok Inc

Energy
-3.51K
- 1.96%
$89.57 - $109.85 $315K - $386K
176K $17.5M
PFF
Ishares Trust Ishares Pfd And

ETFs
-15.5K
- 12.99%
$30.73 - $32.26 $477K - $501K
104K $3.21M
VUG
Vanguard Growth ETF

ETFs
-365
- 5.87%
$369.1 - $427.61 $135K - $156K
5.86K $2.17M
IYW
Ishares Dj Us Tech ETF

ETFs
-436
- 3.3%
$140.44 - $166.79 $61.2K - $72.7K
12.8K $1.8M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.78K
- 8.0%
$69.69 - $79.99 $124K - $142K
20.4K $1.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.09K
- 8.99%
$120.29 - $134.6 $131K - $147K
11K $1.34M
KBE
Spdr S&P Bank ETF

ETFs
-1.35K
- 4.44%
$51.28 - $59.92 $69.1K - $80.8K
29K $1.52M
PKB
Invesco Exchange Traded Fd Tr

ETFs
-678
- 5.9%
$66.66 - $82.75 $45.2K - $56.1K
10.8K $726K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-991
- 6.34%
$126.11 - $135.06 $125K - $134K
14.6K $1.87M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-6.67K
- 6.66%
$18.55 - $18.81 $124K - $126K
93.5K $1.75M
KIE
Spdr S&P Insurance ETF

ETFs
-3.07K
- 15.42%
$54.24 - $60.81 $167K - $187K
16.8K $1.01M
NEE
Nextera Energy Inc

Utilities
-135
- 0.13%
$66.96 - $76.16 $9.04K - $10.3K
106K $7.53M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-5.64K
- 4.2%
$11.22 - $11.8 $63.2K - $66.5K
129K $1.46M
XLI
Industrial Sector Spdr

ETFs
-543
- 4.51%
$128.78 - $141.67 $69.9K - $76.9K
11.5K $1.5M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-14.1K
- 4.32%
$7.89 - $8.07 $111K - $114K
313K $2.49M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.12K
- 4.14%
$44.41 - $45.98 $49.5K - $51.3K
25.8K $1.18M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-2.28K
- 7.76%
$16.06 - $16.99 $36.7K - $38.8K
27.1K $452K
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
-3.69K
- 3.15%
$10.47 - $10.92 $38.6K - $40.3K
114K $1.22M
U S Treasury
-397
- 3.61%
N/A
10.6K $0
BHK
Blackrock Core Bond Trust

Financial Services
-1.53K
- 1.44%
$10.15 - $10.86 $15.5K - $16.6K
105K $1.13M
VZ
Verizon Communications Inc

Communication Services
-6.61K
- 2.77%
$37.81 - $46.49 $250K - $307K
232K $10.5M
Activity Summary
Buys All Purchases 81 New Holdings 17 Increased Positions 64 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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