Crux Wealth Advisors Incresed Positions in Q2 2025

Crux Wealth Advisors

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Bny Mellon ETF Trust Ii
250K
+ 216.67%
N/A
366K $9.73B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
155K
+ 120.35%
$41.2 - $42.29 $6.39M - $6.56M
284K $12B
SPYG
Spdr Portfolio

ETFs
50.7K
+ 121.68%
$71.83 - $95.32 $3.65M - $4.84M
92.4K $8.81B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
32.1K
+ 113.31%
$94.74 - $118.43 $3.04M - $3.8M
60.5K $7.16B
BKCI
Bny Mellon ETF Tr Concentrated
34.3K
+ 126.81%
$43.23 - $51.9 $1.48M - $1.78M
61.4K $3.15B
META
Meta Platforms, Inc.

Communication Services
993
+ 15.68%
$484.66 - $738.09 $481K - $733K
7.32K $5.41B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
35.4K
+ 126.41%
$46.41 - $47.7 $1.64M - $1.69M
63.3K $3.01B
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
26.9K
+ 141.53%
$45.58 - $48.28 $1.23M - $1.3M
46K $2.22B
BKNG
Booking Holdings Inc.

Consumer Cyclical
124
+ 29.04%
$4164.15 - $5789.24 $516K - $718K
551 $3.19B
ORCL
Oracle Corp

Technology
2.07K
+ 24.34%
$122.82 - $218.63 $254K - $452K
10.6K $2.31B
SCHW
Schwab Charles Corp

Financial Services
7.81K
+ 33.06%
$69.06 - $91.24 $539K - $712K
31.4K $2.87B
PM
Philip Morris International Inc.

Consumer Defensive
3.99K
+ 37.65%
$149.23 - $184.95 $595K - $738K
14.6K $2.66B
AMZN
Amazon Com Inc

Consumer Cyclical
1.44K
+ 6.68%
$167.32 - $223.3 $241K - $321K
23K $5.04B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.88K
+ 28.79%
$141.37 - $228.57 $265K - $429K
8.4K $1.9B
BKIE
Bny Mellon ETF Tr Internationa

ETFs
8.57K
+ 130.35%
$69.01 - $86.17 $592K - $739K
15.2K $1.31B
GOOG
Alphabet Inc.

Communication Services
3.13K
+ 37.18%
$146.58 - $180.01 $459K - $563K
11.5K $2.05B
WFC
Wells Fargo & Company

Financial Services
6.74K
+ 42.23%
$60.98 - $80.12 $411K - $540K
22.7K $1.82B
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
8.43K
+ 174.7%
$52.86 - $67.09 $446K - $566K
13.3K $889M
DIS
Walt Disney CO

Communication Services
2.99K
+ 38.55%
$81.72 - $124.01 $245K - $371K
10.8K $1.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.81K
+ 22.77%
$483.48 - $539.8 $876K - $978K
9.76K $4.74B
GD
General Dynamics Corp

Industrials
1.53K
+ 67.86%
$247.68 - $291.66 $379K - $447K
3.79K $1.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
114
+ 1.53%
$456.74 - $568.03 $52.1K - $64.8K
7.56K $4.29B
GOOGL
Alphabet Inc.

Communication Services
1.07K
+ 8.62%
$144.7 - $178.6 $155K - $191K
13.5K $2.38B
NVS
Novartis Ag

Healthcare
3.22K
+ 46.45%
$101.96 - $121.01 $328K - $389K
10.1K $1.23B
UL
Unilever PLC

Consumer Defensive
6.49K
+ 49.83%
$57.9 - $65.43 $376K - $425K
19.5K $1.19B
ELV
Elevance Health, Inc.

Healthcare
1.37K
+ 50.63%
$372.27 - $452.69 $511K - $622K
4.09K $1.59B
SCHG
Schwab Strategic Tr Us Large C

ETFs
562
+ 0.61%
$22.27 - $29.21 $12.5K - $16.4K
93K $2.72B
BK
Bank Of New York Mellon Corp

Financial Services
3.62K
+ 46.21%
$73.31 - $91.62 $266K - $332K
11.5K $1.04B
TSLA
Tesla, Inc.

Consumer Cyclical
584
+ 17.84%
$221.86 - $362.89 $130K - $212K
3.86K $1.23B
KMX
Carmax Inc

Consumer Cyclical
7.82K
+ 50.19%
$62.27 - $82.77 $487K - $647K
23.4K $1.57B
MCK
Mckesson Corp

Healthcare
395
+ 43.31%
$652.83 - $732.78 $258K - $289K
1.31K $958M
BAC
Bank Of America Corp

Financial Services
5.17K
+ 37.89%
$34.39 - $47.46 $178K - $245K
18.8K $890M
ADI
Analog Devices Inc

Technology
355
+ 6.11%
$164.6 - $238.02 $58.4K - $84.5K
6.16K $1.47B
COP
Conocophillips

Energy
4.42K
+ 59.71%
$82.66 - $106.1 $366K - $469K
11.8K $1.06B
ADSK
Autodesk, Inc.

Technology
596
+ 31.47%
N/A
2.49K $771M
BDX
Becton Dickinson & CO

Healthcare
2.46K
+ 93.92%
$165.15 - $226.42 $406K - $557K
5.08K $874M
MA
Mastercard Inc

Financial Services
420
+ 21.73%
$479.92 - $590.74 $202K - $248K
2.35K $1.32B
ADBE
Adobe Inc.

Technology
628
+ 53.22%
$340.0 - $420.68 $214K - $264K
1.81K $699M
SNY
Sanofi

Healthcare
6.69K
+ 60.14%
$47.62 - $55.44 $319K - $371K
17.8K $861M
V
Visa Inc.

Financial Services
563
+ 8.95%
$308.27 - $373.31 $174K - $210K
6.85K $2.43B
QCOM
Qualcomm Inc

Technology
1.2K
+ 32.58%
$124.66 - $159.48 $150K - $192K
4.9K $780M
SBUX
Starbucks Corp

Consumer Cyclical
2.63K
+ 31.56%
$79.69 - $99.41 $209K - $261K
11K $1B
VEEV
Veeva Systems Inc

Healthcare
374
+ 29.94%
$209.39 - $289.94 $78.3K - $108K
1.62K $467M
OMC
Omnicom Group Inc.

Communication Services
2.9K
+ 87.99%
$69.22 - $79.77 $201K - $231K
6.2K $446M
DEO
Diageo PLC

Consumer Defensive
1.9K
+ 35.91%
$99.86 - $115.75 $189K - $219K
7.18K $724M
RTX
Raytheon Technologies Corp

Industrials
876
+ 39.5%
$113.75 - $148.48 $99.6K - $130K
3.09K $452M
Innovator Etfs Trust
4.99K
+ 32.52%
N/A
20.3K $560M
XOM
Exxon Mobil Corp

Energy
2.58K
+ 22.43%
$99.93 - $119.04 $258K - $307K
14.1K $1.52B
CRM
Salesforce, Inc.

Technology
461
+ 11.56%
$236.26 - $291.15 $109K - $134K
4.45K $1.21B
Activity Summary
Buys All Purchases 101 New Holdings 15 Increased Positions 86 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Crux Wealth Advisors Portfolio

Follow Crux Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crux Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Crux Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email