Crux Wealth Advisors New Holdings in Q4 2024

Crux Wealth Advisors

  • $180 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
5.65K
New
$172.07 - $207.36 $971K - $1.17M
5.65K $1.11B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
23.8K
New
$46.33 - $48.6 $1.1M - $1.16M
23.8K $1.11B
GOOG
Alphabet Inc.

Communication Services
5.71K
New
$163.08 - $198.16 $931K - $1.13M
5.71K $1.09B
ADI
Analog Devices Inc

Technology
5.04K
New
$206.35 - $236.48 $1.04M - $1.19M
5.04K $1.07B
FLJP
Franklin Templeton ETF Tr

ETFs
36.5K
New
$28.25 - $30.5 $1.03M - $1.11M
36.5K $1.04B
ORCL
Oracle Corp

Technology
6.24K
New
$165.41 - $192.43 $1.03M - $1.2M
6.24K $1.04B
FISV
Fiserv Inc

Technology
5.06K
New
N/A
5.06K $1.04B
MDT
Medtronic PLC

Healthcare
12.8K
New
$79.61 - $92.24 $1.02M - $1.18M
12.8K $1.03B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
25.7K
New
$39.3 - $41.34 $1.01M - $1.06M
25.7K $1.01B
CME
Cme Group Inc.

Financial Services
4.35K
New
$221.17 - $246.02 $963K - $1.07M
4.35K $1.01B
UNH
Unitedhealth Group Inc

Healthcare
1.94K
New
$485.52 - $625.25 $943K - $1.21M
1.94K $983M
VEA
Vanguard Ftse Developed Market

ETFs
20.4K
New
$47.57 - $52.44 $968K - $1.07M
20.4K $973M
TSLA
Tesla, Inc.

Consumer Cyclical
2.32K
New
$213.65 - $479.86 $495K - $1.11M
2.32K $936M
MA
Mastercard Inc

Financial Services
1.65K
New
$491.3 - $536.15 $810K - $884K
1.65K $868M
KMX
Carmax Inc

Consumer Cyclical
10.3K
New
$71.11 - $87.2 $736K - $902K
10.3K $846M
TJX
Tjx Companies Inc

Consumer Cyclical
6.9K
New
$112.15 - $127.2 $774K - $878K
6.9K $834M
JNJ
Johnson & Johnson

Healthcare
5.63K
New
$143.34 - $165.86 $807K - $934K
5.63K $815M
DRI
Darden Restaurants Inc

Consumer Cyclical
4.34K
New
$155.96 - $188.66 $677K - $819K
4.34K $810M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
23.3K
New
$34.04 - $35.66 $792K - $830K
23.3K $800M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
14.8K
New
$51.33 - $58.78 $757K - $867K
14.8K $796M
SCHX
Schwab Strategic Tr Us Large C

ETFs
33.3K
New
$22.4 - $68.28 $745K - $2.27M
33.3K $771M
PM
Philip Morris International Inc.

Consumer Defensive
6.32K
New
$118.38 - $133.06 $748K - $840K
6.32K $760M
VZ
Verizon Communications Inc

Communication Services
17.9K
New
$39.6 - $45.21 $708K - $808K
17.9K $715M
ELV
Elevance Health, Inc.

Healthcare
1.89K
New
$365.96 - $514.62 $693K - $974K
1.89K $698M
WFC
Wells Fargo & Company

Financial Services
9.89K
New
$54.98 - $77.35 $543K - $765K
9.89K $694M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.5K
New
$148.29 - $166.93 $667K - $751K
4.5K $670M
SBUX
Starbucks Corp

Consumer Cyclical
7.31K
New
$87.44 - $102.5 $639K - $749K
7.31K $667M
DIS
Walt Disney CO

Communication Services
5.97K
New
$92.39 - $117.6 $551K - $702K
5.97K $665M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.07K
New
$160.89 - $176.18 $654K - $716K
4.07K $658M
JCI
Johnson Controls International PLC

Industrials
8.18K
New
$74.23 - $86.6 $607K - $708K
8.18K $646M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
5.09K
New
$123.69 - $133.68 $630K - $680K
5.09K $636M
DVN
Devon Energy Corp

Energy
17.8K
New
$30.52 - $42.96 $545K - $767K
17.8K $584M
FTCS
First Trust Capital Strength E

ETFs
6.53K
New
$87.62 - $94.03 $572K - $614K
6.53K $574M
UNP
Union Pacific Corp

Industrials
2.49K
New
$223.15 - $249.32 $555K - $620K
2.49K $567M
NXPI
Nxp Semiconductors N.V.

Technology
2.67K
New
$207.27 - $255.58 $554K - $683K
2.67K $556M
DEO
Diageo PLC

Consumer Defensive
4.31K
New
$118.0 - $139.88 $508K - $602K
4.31K $548M
CHKP
Check Point Software Technologies LTD

Technology
2.91K
New
$170.18 - $209.01 $494K - $607K
2.91K $542M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.05K
New
$481.22 - $538.17 $506K - $566K
1.05K $537M
BBY
Best Buy CO Inc

Consumer Cyclical
6.23K
New
$85.2 - $101.35 $531K - $631K
6.23K $534M
AMD
Advanced Micro Devices Inc

Technology
4.32K
New
$118.88 - $172.8 $514K - $746K
4.32K $522M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
10.7K
New
$46.9 - $50.96 $501K - $544K
10.7K $506M
SPGI
S&P Global Inc.

Financial Services
1.01K
New
$480.36 - $529.17 $484K - $533K
1.01K $502M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
17.1K
New
$28.6 - $29.27 $490K - $501K
17.1K $491M
MCD
Mcdonalds Corp

Consumer Cyclical
1.69K
New
$288.47 - $316.54 $488K - $535K
1.69K $490M
EW
Edwards Lifesciences Corp

Healthcare
6.46K
New
$64.54 - $75.92 $417K - $490K
6.46K $478M
IEFA
Ishares Tr

ETFs
6.65K
New
$70.06 - $77.43 $466K - $515K
6.65K $467M
ALL
Allstate Corp

Financial Services
2.36K
New
$181.25 - $208.2 $428K - $491K
2.36K $455M
QCOM
Qualcomm Inc

Technology
2.96K
New
$150.4 - $178.04 $445K - $527K
2.96K $455M
STWD
Starwood Property Trust, Inc.

Real Estate
23.7K
New
$18.95 - $20.37 $450K - $483K
23.7K $450M
Activity Summary
Buys All Purchases 150 New Holdings 150 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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