Ibex Wealth Advisors Sells in Q3 2025

Ibex Wealth Advisors

  • $995 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBM
International Business Machines Corp

Technology
-40.2K
- 62.8%
$234.77 - $292.47 $9.44M - $11.8M
23.8K $6.72M
NFLX
Netflix Inc

Communication Services
-4.33K
- 81.35%
$1147.87 - $1297.18 $4.97M - $5.62M
993 $1.19M
HRB
H&R Block Inc

Consumer Cyclical
-97.8K
- 48.58%
$49.28 - $56.76 $4.82M - $5.55M
104K $5.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10.9K
- 93.64%
$459.11 - $506.91 $5M - $5.52M
740 $372K
COST
Costco Wholesale Corp

Consumer Defensive
-4.79K
- 83.81%
$915.95 - $994.57 $4.39M - $4.76M
925 $856K
LLY
Eli Lilly & CO

Healthcare
-5.9K
- 46.85%
$625.65 - $812.69 $3.69M - $4.79M
6.69K $5.1M
PM
Philip Morris International Inc.

Consumer Defensive
-24.3K
- 82.36%
$157.77 - $183.27 $3.84M - $4.46M
5.21K $845K
UNM
Unum Group

Financial Services
-10.9K
- 7.99%
$68.55 - $82.12 $747K - $895K
126K $9.77M
CME
Cme Group Inc.

Financial Services
-2.36K
- 6.65%
$258.83 - $287.1 $611K - $678K
33.2K $8.96M
AJG
Arthur J. Gallagher & Co.

Financial Services
-2.46K
- 72.51%
$284.17 - $319.49 $698K - $785K
931 $288K
ISRG
Intuitive Surgical Inc

Healthcare
-705
- 50.14%
$433.66 - $544.47 $306K - $384K
701 $313K
XLP
Consumer Staples Sector Spdr

ETFs
-5.85K
- 69.39%
N/A
2.58K $196K
XLE
Energy Sector Spdr

ETFs
-5.43K
- 18.64%
$84.25 - $91.99 $457K - $499K
23.7K $2.12M
WMT
Walmart Inc.

Consumer Defensive
-4.58K
- 8.99%
$94.4 - $104.27 $432K - $477K
46.3K $4.77M
NEE
Nextera Energy Inc

Utilities
-2.41K
- 46.28%
$69.77 - $77.54 $168K - $187K
2.8K $211K
IEF
Ishares Barclays

ETFs
-948
- 5.12%
$93.91 - $97.26 $89K - $92.2K
17.6K $1.69M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-7.29K
- 19.52%
$11.55 - $12.56 $84.2K - $91.5K
30K $377K
MUB
Ishares National Muni Bond ETF

ETFs
-820
- 8.4%
$103.24 - $106.68 $84.7K - $87.5K
8.94K $952K
SPY
Spdr S&P 500 ETF Trust

ETFs
-905
- 7.96%
$617.65 - $666.84 $559K - $603K
10.5K $6.97M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-651
- 5.72%
$85.01 - $90.35 $55.3K - $58.8K
10.7K $959K
VZ
Verizon Communications Inc

Communication Services
-5.63K
- 1.81%
$40.84 - $45.06 $230K - $254K
305K $13.4M
MA
Mastercard Inc

Financial Services
-319
- 1.46%
$550.18 - $598.96 $176K - $191K
21.6K $12.3M
ON
On Semiconductor Corp

Technology
-16
- 0.32%
$46.98 - $62.45 $752 - $999
5K $246K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-281
- 2.05%
$81.76 - $86.36 $23K - $24.3K
13.4K $1.14M
TT
Trane Technologies PLC

Industrials
-8
- 1.58%
$398.96 - $472.54 $3.19K - $3.78K
498 $210K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-1.36K
- 1.42%
$18.86 - $19.16 $25.6K - $26K
94.3K $1.8M
U S Treasury
-42
- 0.4%
N/A
10.3K $0
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-274
- 1.09%
$45.26 - $46.63 $12.4K - $12.8K
24.9K $1.15M
Lam Research
-1
- 0.01%
N/A
16.9K $0
NUV
Nuveen Municipal Value Fund Inc

Financial Services
-5.61K
- 3.14%
$8.46 - $9.02 $47.4K - $50.6K
173K $1.55M
MSI
Motorola Solutions, Inc.

Technology
-48
- 7.38%
$408.73 - $490.3 $19.6K - $23.5K
602 $275K
CNO
Cno Financial Group, Inc.

Financial Services
-438
- 1.99%
$35.49 - $40.41 $15.5K - $17.7K
21.6K $853K
MCD
Mcdonalds Corp

Consumer Cyclical
-86
- 3.13%
$291.67 - $316.99 $25.1K - $27.3K
2.66K $807K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-292
- 0.7%
$16.46 - $17.1 $4.81K - $4.99K
41.6K $707K
BHK
Blackrock Core Bond Trust

Financial Services
-633
- 0.61%
$9.42 - $9.94 $5.96K - $6.29K
104K $1.03M
XOM
Exxon Mobil Corp

Energy
-97
- 1.5%
$105.83 - $117.22 $10.3K - $11.4K
6.36K $717K
PFM
Invesco Exchange Traded Fd Tr

ETFs
-22
- 0.26%
$48.04 - $50.89 $1.06K - $1.12K
8.44K $428K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-43
- 0.88%
$181.56 - $190.33 $7.81K - $8.18K
4.82K $914K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-1.57K
- 1.14%
$11.04 - $11.83 $17.4K - $18.6K
137K $1.6M
IDV
Ishares Tr

ETFs
-30
- 0.15%
$34.54 - $37.28 $1.04K - $1.12K
19.7K $720K
IEFA
Ishares Tr

ETFs
-45
- 0.39%
$81.7 - $87.53 $3.68K - $3.94K
11.4K $991K
PFF
Ishares Trust Ishares Pfd And

ETFs
-763
- 1.12%
$30.67 - $32.13 $23.4K - $24.5K
67.2K $2.12M
VKQ
Invesco Municipal Trust

Financial Services
-844
- 0.87%
$8.95 - $9.65 $7.55K - $8.14K
96.1K $927K
ETR
Entergy Corp

Utilities
-122
- 2.25%
$80.93 - $93.55 $9.87K - $11.4K
5.29K $493K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.66K
- 1.26%
$11.15 - $11.87 $18.5K - $19.7K
130K $1.51M
IYC
Ishares U.S. Consumer Discreti

ETFs
-18
- 0.2%
$98.12 - $105.85 $1.77K - $1.91K
8.94K $936K
AFL
Aflac Inc

Financial Services
-104
- 0.93%
$98.09 - $111.7 $10.2K - $11.6K
11.1K $1.24M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-967
- 0.62%
$10.62 - $11.43 $10.3K - $11.1K
155K $1.76M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-430
- 0.51%
$92.18 - $95.14 $39.6K - $40.9K
84.4K $8.03M
Activity Summary
Buys All Purchases 127 New Holdings 24 Increased Positions 103 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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