Crux Wealth Advisors Purchases and Sells in Q1 2025

Crux Wealth Advisors

$192 Billion
Q1 2025

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	2K + 33.49%	$442.66 - $534.52 $883K - $1.07M	7.95K $4.24B
PM	4.28K + 67.81%	$117.15 - $158.79 $502K - $680K	10.6K $1.68B
SCHW	6.73K + 39.83%	$71.24 - $83.64 $479K - $563K	23.6K $1.85B
ELV	821 + 43.37%	$365.9 - $436.25 $300K - $358K	2.71K $1.18B
WFC	6.07K + 61.4%	$66.78 - $81.42 $405K - $494K	16K $1.15B
UL	6.42K + 97.18%	$54.72 - $60.29 $351K - $387K	13K $776M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKAG	129K New	$40.77 - $42.27 $5.26M - $5.45M	129K $5.43B
SPYG	41.7K New	$80.05 - $92.39 $3.34M - $3.85M	41.7K $3.35B
BKLC	28.4K New	$105.24 - $117.4 $2.98M - $3.33M	28.4K $3.01B
BNY MELLON ETF TRUST II	115K New	N/A	115K $2.92B
BKCI	27.1K New	$47.19 - $50.41 $1.28M - $1.36M	27.1K $1.29B
BKHY	19K New	$47.41 - $48.44 $902K - $922K	19K $906M

Top Sells

Reduced Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-5.5K - 10.77%	$106.98 - $149.43 $588K - $821K	45.5K $4.94B
AVGO	-3.8K - 23.23%	$167.43 - $244.7 $636K - $929K	12.6K $2.1B
FIXD	-37.1K - 41.99%	$42.4 - $44.11 $1.57M - $1.64M	51.3K $2.25B
FNX	-7.8K - 28.83%	$105.28 - $121.93 $821K - $951K	19.3K $2.1B
ETN	-1.68K - 24.68%	$271.83 - $371.23 $458K - $625K	5.14K $1.4B
KNG	-15.7K - 34.19%	$49.22 - $51.73 $771K - $811K	30.2K $1.52B

Activity Summary All Purchases 87 New Holdings 24 Increased Positions 63 All Sells 76 Reductions 76 Sold out 0 Calls 0 Puts 0

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