Ibex Wealth Advisors Sells in Q2 2025

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-25.5K
- 18.69%
$172.42 - $223.89 $4.4M - $5.72M
111K $22.8M
NEE
Nextera Energy Inc

Utilities
-101K
- 95.1%
$64.11 - $75.0 $6.48M - $7.58M
5.21K $361K
V
Visa Inc.

Financial Services
-12.1K
- 26.57%
$308.27 - $373.31 $3.74M - $4.53M
33.5K $11.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-54K
- 51.36%
$72.96 - $90.39 $3.94M - $4.88M
51.1K $4.57M
JPM
Jpmorgan Chase & CO

Financial Services
-17.1K
- 67.45%
$210.28 - $289.91 $3.59M - $4.95M
8.24K $2.39M
BAR
Granite Shares Gold Trust

ETFs
-83.7K
- 69.97%
$29.34 - $33.87 $2.45M - $2.83M
35.9K $1.17M
IGV
Ishares Expanded Tech Software

ETFs
-17K
- 85.1%
$80.15 - $109.5 $1.37M - $1.87M
2.98K $326K
PFF
Ishares Trust Ishares Pfd And

ETFs
-36K
- 34.63%
$29.0 - $30.68 $1.04M - $1.1M
67.9K $2.08M
BRO
Brown & Brown, Inc.

Financial Services
-661
- 0.97%
$104.48 - $124.43 $69.1K - $82.2K
67.4K $7.48M
VUG
Vanguard Growth ETF

ETFs
-3.03K
- 51.79%
$329.49 - $438.4 $1M - $1.33M
2.82K $1.24M
WFC
Wells Fargo & Company

Financial Services
-11K
- 74.84%
$60.98 - $80.12 $673K - $884K
3.71K $297K
IYW
Ishares Dj Us Tech ETF

ETFs
-6.08K
- 47.65%
$122.57 - $173.27 $746K - $1.05M
6.68K $1.16M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4.99K
- 45.23%
$108.12 - $135.04 $539K - $674K
6.04K $815K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-8.57K
- 41.96%
$63.36 - $80.23 $543K - $688K
11.9K $951K
GOOGL
Alphabet Inc.

Communication Services
-9.66K
- 14.29%
$144.7 - $178.6 $1.4M - $1.73M
58K $10.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.98K
- 13.54%
$114.78 - $133.31 $228K - $264K
12.7K $1.69M
KIE
Spdr S&P Insurance ETF

ETFs
-2.17K
- 12.85%
$53.63 - $61.12 $116K - $132K
14.7K $877K
CNO
Cno Financial Group, Inc.

Financial Services
-1.51K
- 6.41%
$36.12 - $42.37 $54.4K - $63.9K
22K $849K
BHK
Blackrock Core Bond Trust

Financial Services
-422
- 0.4%
$9.5 - $11.0 $4.01K - $4.64K
104K $1.01M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-4.02K
- 2.52%
$10.29 - $11.24 $41.4K - $45.2K
156K $1.7M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-2.83K
- 2.0%
$10.78 - $11.57 $30.5K - $32.7K
138K $1.56M
MUB
Ishares National Muni Bond ETF

ETFs
-514
- 5.0%
$102.31 - $105.8 $52.6K - $54.4K
9.76K $1.02M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-1.95K
- 8.03%
$11.35 - $12.45 $22.1K - $24.3K
22.3K $266K
IYC
Ishares U.S. Consumer Discreti

ETFs
-1.56K
- 14.79%
$79.19 - $99.64 $123K - $155K
8.96K $892K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-716
- 2.77%
$44.68 - $45.96 $32K - $32.9K
25.1K $1.15M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-1.16K
- 0.64%
$8.43 - $8.77 $9.76K - $10.2K
179K $1.55M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12
- 0.11%
$83.97 - $92.85 $1.01K - $1.11K
11.4K $1M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-387
- 0.92%
$14.97 - $16.79 $5.79K - $6.5K
41.9K $700K
AMZN
Amazon Com Inc

Consumer Cyclical
-11.5K
- 13.28%
$167.32 - $223.3 $1.93M - $2.58M
75.4K $16.5M
U S Treasury
-223
- 2.1%
N/A
10.4K $0
Lam Research
-64
- 0.38%
N/A
17K $0
PKB
Invesco Exchange Traded Fd Tr

ETFs
-1.73K
- 16.0%
$62.05 - $80.65 $107K - $139K
9.08K $729K
IEF
Ishares Barclays

ETFs
-21
- 0.11%
$93.15 - $96.56 $1.96K - $2.03K
18.5K $1.77M
IBM
International Business Machines Corp

Technology
-4.98K
- 7.22%
$221.03 - $294.78 $1.1M - $1.47M
64K $18.9M
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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