Ibex Wealth Advisors Reduced Holdings in Q4 2024

Ibex Wealth Advisors

  • $813 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BKNG
Booking Holdings Inc.

Consumer Cyclical
-130K
- 99.22%
$4100.99 - $5300.34 $532M - $688M
1.02K $5.07M
AAPL
Apple Inc.

Technology
-146K
- 53.49%
$221.69 - $259.02 $32.5M - $37.9M
127K $31.9M
BMI
Badger Meter Inc

Technology
-90.6K
- 98.36%
$199.06 - $237.67 $18M - $21.5M
1.51K $320K
NFLX
Netflix Inc

Communication Services
-27.9K
- 86.12%
$687.65 - $936.56 $19.2M - $26.1M
4.49K $4M
AMP
Ameriprise Financial Inc

Financial Services
-36.7K
- 95.91%
$473.15 - $574.01 $17.4M - $21.1M
1.57K $833K
AXP
American Express CO

Financial Services
-56.4K
- 81.67%
$267.35 - $305.57 $15.1M - $17.2M
12.7K $3.76M
GWW
W.W. Grainger, Inc.

Industrials
-4.65K
- 92.51%
$1023.06 - $1220.93 $4.75M - $5.67M
376 $396K
FITB
Fifth Third Bancorp

Financial Services
-100K
- 90.45%
$41.76 - $48.44 $4.18M - $4.85M
10.6K $447K
MCD
Mcdonalds Corp

Consumer Cyclical
-10.3K
- 79.6%
$288.47 - $316.54 $2.96M - $3.25M
2.63K $761K
APP
App Lovin Corp

Technology
-86.7K
- 67.23%
$130.67 - $401.5 $11.3M - $34.8M
42.3K $13.7M
AFL
Aflac Inc

Financial Services
-24.3K
- 69.37%
$100.37 - $115.27 $2.44M - $2.8M
10.7K $1.11M
TMUS
T Mobile Us, Inc.

Communication Services
-13K
- 78.61%
$206.1 - $246.94 $2.68M - $3.21M
3.54K $780K
JEF
Jefferies Financial Group Inc.

Financial Services
-38.6K
- 85.75%
$61.95 - $81.75 $2.39M - $3.16M
6.42K $503K
CVX
Chevron Corp

Energy
-12.2K
- 20.84%
$141.15 - $162.53 $1.73M - $1.99M
46.4K $6.72M
ORCL
Oracle Corp

Technology
-10.4K
- 56.27%
$165.41 - $192.43 $1.73M - $2.01M
8.12K $1.35M
ABBV
Abb Vie Inc.

Healthcare
-143
- 0.26%
$164.99 - $203.87 $23.6K - $29.2K
55.5K $9.87M
HEI
Heico Corp

Industrials
-2.02K
- 9.17%
$237.06 - $279.02 $480K - $565K
20.1K $4.77M
HPQ
Hp Inc

Technology
-17.3K
- 47.35%
$32.46 - $39.3 $561K - $679K
19.2K $626K
FLS
Flowserve Corp

Industrials
-7.32K
- 36.37%
$51.87 - $62.0 $380K - $454K
12.8K $736K
KIM
Kimco Realty Corp

Real Estate
-205
- 1.7%
$22.75 - $25.78 $4.66K - $5.28K
11.9K $278K
Linde PLC
-27.7K
- 93.53%
N/A
1.92K $0
Ge Healthcare
-184K
- 97.89%
N/A
3.96K $0
TSLA
Tesla, Inc.

Consumer Cyclical
-1.84K
- 15.5%
$213.65 - $479.86 $392K - $881K
10K $4.04M
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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