Crux Wealth Advisors Reduced Holdings in Q1 2025

Crux Wealth Advisors

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
APD
Air Products & Chemicals, Inc.

Basic Materials
-448
- 10.04%
$283.24 - $338.07 $127K - $151K
4.02K $1.18B
VO
Vanguard Mid Cap ETF

ETFs
-229
- 2.52%
$251.87 - $277.95 $57.7K - $63.7K
8.86K $2.29B
NEE
Nextera Energy Inc

Utilities
-1.43K
- 26.6%
$66.96 - $76.16 $96K - $109K
3.95K $280M
UNP
Union Pacific Corp

Industrials
-522
- 20.99%
$225.21 - $254.42 $118K - $133K
1.97K $464M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-518
- 1.85%
$38.41 - $44.06 $19.9K - $22.8K
27.4K $1.07B
VZ
Verizon Communications Inc

Communication Services
-4.1K
- 22.95%
$37.81 - $46.49 $155K - $191K
13.8K $624M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-267
- 1.81%
$48.37 - $55.84 $12.9K - $14.9K
14.5K $708M
DAL
Delta Air Lines, Inc.

Industrials
-16
- 0.31%
$43.6 - $69.06 $698 - $1.1K
5.07K $221M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-8
- 0.01%
$78.0 - $84.37 $624 - $675
79.4K $6.34B
IVV
Ishares Core S&P 500 ETF

ETFs
-37
- 1.63%
$554.06 - $615.85 $20.5K - $22.8K
2.24K $1.26B
DVN
Devon Energy Corp

Energy
-4.07K
- 22.82%
$33.15 - $38.55 $135K - $157K
13.8K $515M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-2.19K
- 12.79%
$28.55 - $29.09 $62.5K - $63.7K
14.9K $431M
XLK
Technology Sector Spdr

ETFs
-48
- 3.57%
$206.38 - $242.18 $9.91K - $11.6K
1.3K $267M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-26
- 0.71%
$102.49 - $119.96 $2.66K - $3.12K
3.66K $383M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.04K
- 6.49%
$78.97 - $85.82 $82.2K - $89.3K
15K $1.24B
UNH
Unitedhealth Group Inc

Healthcare
-133
- 6.85%
$461.52 - $548.18 $61.4K - $72.9K
1.81K $948M
MGC
Vanguard Mega Cap ETF

ETFs
-89
- 6.07%
$199.2 - $222.69 $17.7K - $19.8K
1.38K $277M
RODM
Hartford Multifactor Developed

ETFs
-8.79K
- 9.1%
$28.07 - $31.56 $247K - $277K
87.8K $2.72B
MCD
Mcdonalds Corp

Consumer Cyclical
-195
- 11.54%
$279.74 - $321.29 $54.5K - $62.7K
1.5K $467M
ARDX
Ardelyx, Inc.

Healthcare
-41
- 0.18%
$4.91 - $6.36 $201 - $261
23.3K $114M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-112
- 3.93%
$87.68 - $94.52 $9.82K - $10.6K
2.74K $256M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-133
- 0.52%
$38.99 - $40.37 $5.19K - $5.37K
25.6K $1.03B
CVX
Chevron Corp

Energy
-87
- 5.73%
$146.71 - $167.97 $12.8K - $14.6K
1.43K $240M
FVD
First Tr Value Line Divid Inde

ETFs
-665
- 1.0%
$42.61 - $45.51 $28.3K - $30.3K
65.6K $2.92B
V
Visa Inc.

Financial Services
-35
- 0.55%
$306.92 - $362.71 $10.7K - $12.7K
6.29K $2.2B
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
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