Ibex Wealth Advisors Closed Holding Positions

Ibex Wealth Advisors

  • $902 Million
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q3 2020 Filed on Oct 23, 2020
103,479
N/A
ACC
American Campus Communities Inc

Real Estate
Q2 2020 Filed on Aug 14, 2020
45,083
$25.27 - $40.13 $1.14M - $1.81M
KW
Kennedy Wilson Holdings, Inc.

Real Estate
Q2 2020 Filed on Aug 14, 2020
122,499
$12.57 - $18.03 $1.54M - $2.21M
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2020 Filed on Aug 14, 2020
10,773
$168.24 - $209.66 $1.81M - $2.26M
GIS
General Mills Inc

Consumer Defensive
Q2 2020 Filed on Aug 14, 2020
58,682
$53.12 - $63.56 $3.12M - $3.73M
Yandex N V
Q2 2020 Filed on Aug 14, 2020
14,692
N/A
PNW
Pinnacle West Capital Corp

Utilities
Q2 2020 Filed on Aug 14, 2020
43,558
$68.19 - $82.23 $2.97M - $3.58M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q1 2020 Filed on May 05, 2020
53,541
$13.54 - $24.27 $725K - $1.3M
VGSH
Vanguard

ETFs
Q1 2020 Filed on May 05, 2020
53,073
$60.83 - $62.34 $3.23M - $3.31M
MMP
Magellan Midstream Partners, L.P.

Energy
Q1 2020 Filed on May 05, 2020
41,997
$27.78 - $65.08 $1.17M - $2.73M
VOX
Vanguard Communication Service

ETFs
Q1 2020 Filed on May 05, 2020
17,350
$69.09 - $100.6 $1.2M - $1.75M
VLO
Valero Energy Corp

Energy
Q1 2020 Filed on May 05, 2020
62,737
$32.62 - $96.89 $2.05M - $6.08M
EW
Edwards Lifesciences Corp

Healthcare
Q1 2020 Filed on May 05, 2020
10,510
$52.41 - $81.0 $551K - $851K
Raytheon Company
Q1 2020 Filed on May 05, 2020
14,973
N/A
VIAV
Viavi Solutions Inc.

Technology
Q1 2020 Filed on May 05, 2020
129,052
$9.0 - $15.88 $1.16M - $2.05M
PAGP
Plains Gp Holdings LP

Energy
Q1 2020 Filed on May 05, 2020
141,014
$3.49 - $19.74 $492K - $2.78M
FNDF
Schwab Fundamental Intl Large

ETFs
Q1 2020 Filed on May 05, 2020
11,477
$18.2 - $29.21 $209K - $335K
Alps Alerian
Q1 2020 Filed on May 05, 2020
25,616
N/A
Celgene Corp
Q4 2019 Filed on Jan 24, 2020
36,004
N/A
CQP
Cheniere Energy Partners, L.P.

Energy
Q4 2019 Filed on Jan 24, 2020
62,433
$38.56 - $44.93 $2.41M - $2.81M
VTR
Ventas, Inc.

Real Estate
Q4 2019 Filed on Jan 24, 2020
45,225
$55.15 - $74.56 $2.49M - $3.37M
CIEN
Ciena Corp

Technology
Q4 2019 Filed on Jan 24, 2020
44,348
$34.61 - $42.72 $1.53M - $1.89M
EXC
Exelon Corp

Utilities
Q4 2019 Filed on Jan 24, 2020
35,351
$31.26 - $34.56 $1.11M - $1.22M
PAYC
Paycom Software, Inc.

Technology
Q4 2019 Filed on Jan 24, 2020
10,076
$190.6 - $279.66 $1.92M - $2.82M
PAA
Plains All American Pipeline LP

Energy
Q4 2019 Filed on Jan 24, 2020
72,721
$16.86 - $20.55 $1.23M - $1.49M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
Q4 2019 Filed on Jan 24, 2020
140,988
$12.33 - $14.54 $1.74M - $2.05M
FYC
First Trust Small Cap Growth A

ETFs
Q4 2019 Filed on Jan 24, 2020
50,848
$42.61 - $46.83 $2.17M - $2.38M
Cisco Systems Inc
Q3 2019 Filed on Nov 12, 2019
25
N/A
Invesco Qqq Ser 1
Q3 2019 Filed on Nov 12, 2019
255
N/A
Ciena Corp
Q3 2019 Filed on Nov 12, 2019
106
N/A
Johnson & Johnson
Q3 2019 Filed on Nov 12, 2019
40
N/A
Prologis Inc
Q3 2019 Filed on Nov 12, 2019
3
N/A
Spdr S&P 500 ETF T
Q3 2019 Filed on Nov 12, 2019
171
N/A
Coca Cola Company
Q3 2019 Filed on Nov 12, 2019
3
N/A
Valero Energy Cor
Q3 2019 Filed on Nov 12, 2019
5
N/A
Adobe Systems Inc
Q3 2019 Filed on Nov 12, 2019
13
N/A
Cf Inds Hldgs
Q3 2019 Filed on Nov 12, 2019
11
N/A
Alphabet Inc Cl A
Q3 2019 Filed on Nov 12, 2019
3
N/A
Alibaba Grp Hldg
Q3 2019 Filed on Nov 12, 2019
17
N/A
Target Corp
Q3 2019 Filed on Nov 12, 2019
2
N/A
Seagate Tech
Q3 2019 Filed on Nov 12, 2019
13
N/A
Apple Inc
Q3 2019 Filed on Nov 12, 2019
25
N/A
Texas Instruments
Q3 2019 Filed on Nov 12, 2019
5
N/A
Thermo Fisher
Q3 2019 Filed on Nov 12, 2019
11
N/A
Unitedhealth Grp
Q3 2019 Filed on Nov 12, 2019
20
N/A
Energy Transfer L
Q3 2019 Filed on Nov 12, 2019
16
N/A
Ventas Inc
Q3 2019 Filed on Nov 12, 2019
3
N/A
At & T Inc
Q3 2019 Filed on Nov 12, 2019
58
N/A
Canopy Growth CO
Q3 2019 Filed on Nov 12, 2019
96
N/A
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