Crux Wealth Advisors Reduced Holdings in Q1 2025

Crux Wealth Advisors

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-5.5K
- 10.77%
$106.98 - $149.43 $588K - $821K
45.5K $4.94B
AVGO
Broadcom Inc.

Technology
-3.8K
- 23.23%
$167.43 - $244.7 $636K - $929K
12.6K $2.1B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-37.1K
- 41.99%
$42.4 - $44.11 $1.57M - $1.64M
51.3K $2.25B
FNX
First Tr Mid Cap Core Alphadex

ETFs
-7.8K
- 28.83%
$105.28 - $121.93 $821K - $951K
19.3K $2.1B
ETN
Eaton Corp PLC

Industrials
-1.68K
- 24.68%
$271.83 - $371.23 $458K - $625K
5.14K $1.4B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-15.7K
- 34.19%
$49.22 - $51.73 $771K - $811K
30.2K $1.52B
AAPL
Apple Inc.

Technology
-1.12K
- 6.32%
$209.68 - $247.1 $235K - $277K
16.6K $3.69B
AMZN
Amazon Com Inc

Consumer Cyclical
-550
- 2.49%
$190.26 - $242.06 $105K - $133K
21.5K $4.1B
MSI
Motorola Solutions, Inc.

Technology
-1.13K
- 25.51%
$411.73 - $482.1 $466K - $545K
3.3K $1.45B
HD
Home Depot, Inc.

Consumer Cyclical
-1.25K
- 27.22%
$347.25 - $424.87 $433K - $530K
3.34K $1.22B
TT
Trane Technologies PLC

Industrials
-1.08K
- 33.53%
$332.0 - $400.86 $358K - $432K
2.14K $720M
WMT
Walmart Inc.

Consumer Defensive
-4.61K
- 26.68%
$84.5 - $105.05 $390K - $484K
12.7K $1.11B
MRK
Merck & Co., Inc.

Healthcare
-3.11K
- 23.47%
$83.01 - $101.02 $258K - $315K
10.2K $911M
Global X Fds
-14.5K
- 22.38%
N/A
50.2K $1.31B
VTI
Vanguard Total Stock Market Et

ETFs
-653
- 5.13%
$271.18 - $303.12 $177K - $198K
12.1K $3.32B
VXF
Vanguard Extended Market ETF

ETFs
-726
- 6.49%
$170.36 - $201.04 $124K - $146K
10.5K $1.8B
CRM
Salesforce, Inc.

Technology
-133
- 3.23%
$268.36 - $359.95 $35.7K - $47.9K
3.99K $1.07B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.16K
- 1.24%
$24.91 - $29.02 $28.8K - $33.6K
92.4K $2.31B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.56K
- 11.3%
$95.85 - $99.25 $341K - $353K
27.9K $2.76B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-639
- 2.04%
$113.22 - $126.36 $72.3K - $80.7K
30.6K $3.52B
TJX
Tjx Companies Inc

Consumer Cyclical
-2.34K
- 33.86%
$112.81 - $126.16 $264K - $295K
4.56K $556M
JPM
Jpmorgan Chase & CO

Financial Services
-1.46K
- 9.94%
$225.19 - $279.95 $328K - $408K
13.2K $3.24B
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-2.09K
- 41.04%
$119.84 - $136.1 $250K - $284K
3K $363M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.67K
- 6.38%
N/A
24.5K $2.15B
CB
Chubb LTD

Financial Services
-1.26K
- 25.26%
$257.71 - $301.99 $325K - $381K
3.73K $1.13B
MPC
Marathon Petroleum Corp

Energy
-2.09K
- 23.99%
$134.72 - $159.03 $282K - $333K
6.63K $966M
AMD
Advanced Micro Devices Inc

Technology
-1.55K
- 35.79%
$96.63 - $129.55 $149K - $200K
2.77K $285M
NXPI
Nxp Semiconductors N.V.

Technology
-920
- 34.42%
$189.99 - $245.86 $175K - $226K
1.75K $333M
HMOP
Hartford Fds Exchange Traded T

ETFs
-4.76K
- 5.94%
$38.25 - $39.12 $182K - $186K
75.3K $2.9B
IEFA
Ishares Tr

ETFs
-3.07K
- 46.24%
$69.57 - $78.65 $214K - $242K
3.57K $270M
IQV
Iqvia Holdings Inc.

Healthcare
-354
- 5.35%
$176.3 - $209.96 $62.4K - $74.3K
6.27K $1.11B
BBY
Best Buy CO Inc

Consumer Cyclical
-1.52K
- 24.39%
$70.3 - $91.1 $107K - $138K
4.71K $347M
EW
Edwards Lifesciences Corp

Healthcare
-2.4K
- 37.15%
$67.95 - $76.19 $163K - $183K
4.06K $294M
IVW
Ishares S&P 500 Growth ETF

ETFs
-700
- 5.38%
$92.45 - $106.69 $64.7K - $74.7K
12.3K $1.14B
VUG
Vanguard Growth ETF

ETFs
-42
- 1.04%
$369.1 - $427.61 $15.5K - $18K
3.98K $1.48B
SPGI
S&P Global Inc.

Financial Services
-361
- 35.81%
$478.26 - $543.77 $173K - $196K
647 $329M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.61K
- 35.7%
$142.8 - $176.36 $229K - $283K
2.89K $499M
JCI
Johnson Controls International PLC

Industrials
-2.24K
- 27.41%
$76.12 - $90.6 $171K - $203K
5.94K $476M
LHX
L3 Harris Technologies, Inc.

Industrials
-759
- 39.33%
$194.65 - $222.86 $148K - $169K
1.17K $245M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-517
- 1.23%
$58.11 - $65.29 $30K - $33.8K
41.6K $2.48B
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.14K
- 26.25%
$180.02 - $208.56 $205K - $238K
3.2K $665M
ALL
Allstate Corp

Financial Services
-818
- 34.66%
$180.99 - $210.18 $148K - $172K
1.54K $319M
CME
Cme Group Inc.

Financial Services
-1.03K
- 23.66%
$225.82 - $266.54 $233K - $275K
3.32K $882M
HAL
Halliburton CO

Energy
-4.13K
- 32.56%
$24.15 - $29.9 $99.6K - $123K
8.54K $217M
STE
Steris PLC

Healthcare
-715
- 39.31%
$202.46 - $232.74 $145K - $166K
1.1K $250M
PEG
Public Service Enterprise Group Inc

Utilities
-1.36K
- 27.1%
$78.2 - $90.39 $106K - $123K
3.66K $301M
VEA
Vanguard Ftse Developed Market

ETFs
-3.56K
- 17.49%
$47.4 - $52.99 $169K - $189K
16.8K $854M
FISV
Fiserv Inc

Technology
-886
- 17.5%
N/A
4.18K $923M
JNJ
Johnson & Johnson

Healthcare
-1.39K
- 24.68%
$142.06 - $167.7 $197K - $233K
4.24K $704M
Activity Summary
Buys All Purchases 87 New Holdings 24 Increased Positions 63 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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