Crux Wealth Advisors Incresed Positions in Q3 2025

Crux Wealth Advisors

  • $252 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
229
+ 15.88%
$134.8 - $184.42 $30.9K - $42.2K
1.67K $270M
MUB
Ishares National Muni Bond ETF

ETFs
509
+ 9.16%
$103.24 - $106.68 $52.5K - $54.3K
6.07K $646M
ABC
Amerisourcebergen Corp

Healthcare
115
+ 5.47%
N/A
2.22K $692M
PEP
Pepsico Inc

Consumer Defensive
231
+ 7.69%
$133.81 - $152.16 $30.9K - $35.1K
3.23K $454M
HMOP
Hartford Fds Exchange Traded T

ETFs
174
+ 0.24%
$37.94 - $39.14 $6.6K - $6.81K
73.6K $2.87B
ETN
Eaton Corp PLC

Industrials
34
+ 1.37%
$342.99 - $392.76 $11.7K - $13.4K
2.52K $941M
FDL
First Tr Morningstar Dividend

ETFs
978
+ 14.29%
$41.96 - $44.59 $41K - $43.6K
7.82K $340M
WMT
Walmart Inc.

Consumer Defensive
192
+ 3.12%
$94.4 - $104.27 $18.1K - $20K
6.34K $654M
VEEV
Veeva Systems Inc

Healthcare
119
+ 7.33%
$269.2 - $297.91 $32K - $35.5K
1.74K $519M
V
Visa Inc.

Financial Services
412
+ 6.01%
$332.09 - $358.86 $137K - $148K
7.26K $2.48B
VOE
Vanguard Mid Cap Value Index F

ETFs
22
+ 0.54%
$164.63 - $174.58 $3.62K - $3.84K
4.11K $718M
SNY
Sanofi

Healthcare
1.19K
+ 6.69%
$45.07 - $51.35 $53.8K - $61.3K
19K $898M
MRK
Merck & Co., Inc.

Healthcare
149
+ 3.34%
$77.6 - $87.37 $11.6K - $13K
4.61K $387M
SBND
Columbia ETF Tr I Short Durati

ETFs
1.37K
+ 5.29%
$18.7 - $19.03 $25.6K - $26.1K
27.2K $517M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.15%
$148.97 - $165.88 $447 - $498
2.02K $332M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.33%
$696.56 - $806.32 $697 - $806
304 $242M
ECL
Ecolab Inc.

Basic Materials
76
+ 6.01%
$259.39 - $285.47 $19.7K - $21.7K
1.34K $367M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
421
+ 4.86%
$49.05 - $49.99 $20.7K - $21K
9.08K $452M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
1.06K
+ 3.67%
$21.47 - $21.83 $22.7K - $23.1K
29.9K $651M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
428
+ 4.44%
$50.08 - $50.37 $21.4K - $21.6K
10.1K $506M
IWP
Ishares Russell Mid Cap Growth

ETFs
113
+ 6.72%
$137.51 - $145.26 $15.5K - $16.4K
1.79K $256M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
423
+ 4.43%
$50.47 - $50.74 $21.3K - $21.5K
9.96K $505M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
183
+ 3.23%
$62.49 - $64.56 $11.4K - $11.8K
5.84K $375M
JCI
Johnson Controls International PLC

Industrials
43
+ 1.7%
$103.24 - $111.73 $4.44K - $4.8K
2.57K $283M
ABNB
Airbnb, Inc.

Consumer Cyclical
556
+ 10.88%
$118.3 - $142.16 $65.8K - $79K
5.67K $688M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
25
+ 0.56%
$50.02 - $53.28 $1.25K - $1.33K
4.52K $237M
FLMI
Franklin Dynamic Municipal Bon

ETFs
145
+ 1.03%
$23.96 - $24.81 $3.47K - $3.6K
14.2K $352M
JEPI
J P Morgan Exchange Traded Fd

ETFs
113
+ 2.0%
$55.61 - $57.37 $6.28K - $6.48K
5.75K $328M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
134
+ 0.56%
$20.07 - $20.17 $2.69K - $2.7K
24.1K $484M
DEO
Diageo PLC

Consumer Defensive
411
+ 5.73%
$93.64 - $115.33 $38.5K - $47.4K
7.59K $724M
NFLX
Netflix Inc

Communication Services
21
+ 11.8%
$1147.87 - $1297.18 $24.1K - $27.2K
199 $239M
CHKP
Check Point Software Technologies LTD

Technology
216
+ 6.6%
$180.73 - $231.23 $39K - $49.9K
3.49K $722M
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 3.85%
$915.95 - $994.57 $8.24K - $8.95K
243 $225M
STWD
Starwood Property Trust, Inc.

Real Estate
539
+ 2.16%
$19.37 - $20.97 $10.4K - $11.3K
25.5K $494M
ADBE
Adobe Inc.

Technology
132
+ 7.3%
$333.65 - $392.1 $44K - $51.8K
1.94K $684M
BKNG
Booking Holdings Inc.

Consumer Cyclical
36
+ 6.53%
$5364.25 - $5815.92 $193K - $209K
587 $3.17B
DIS
Walt Disney CO

Communication Services
674
+ 6.27%
$112.25 - $124.0 $75.7K - $83.6K
11.4K $1.31B
APD
Air Products & Chemicals, Inc.

Basic Materials
23
+ 0.66%
$265.78 - $299.3 $6.11K - $6.88K
3.51K $956M
DE
Deere & CO

Industrials
2
+ 0.31%
$457.26 - $524.37 $915 - $1.05K
648 $296M
SBUX
Starbucks Corp

Consumer Cyclical
513
+ 4.68%
$81.9 - $96.86 $42K - $49.7K
11.5K $970M
PM
Philip Morris International Inc.

Consumer Defensive
1.58K
+ 10.86%
$157.77 - $183.27 $250K - $290K
16.2K $2.62B
SYK
Stryker Corp

Healthcare
34
+ 1.01%
$368.57 - $403.53 $12.5K - $13.7K
3.38K $1.25B
ELV
Elevance Health, Inc.

Healthcare
484
+ 11.84%
$274.66 - $395.76 $133K - $192K
4.57K $1.48B
KMX
Carmax Inc

Consumer Cyclical
1.71K
+ 7.32%
$44.86 - $71.57 $76.8K - $123K
25.1K $1.13B
Activity Summary
Buys All Purchases 101 New Holdings 6 Increased Positions 95 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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