Crux Wealth Advisors Portfolio Holdings

Crux Wealth Advisors

  • $192 Billion
  • Q1 2025

Crux Wealth Advisors has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $6.34B, Microsoft Corp with a value of $5.68B, Bny Mellon ETF Tr Core Bond Et with a value of $5.43B, Nvidia Corp with a value of $4.94B, and Berkshire Hathaway Inc Class B with a value of $4.24B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $180B to 192B.

Crux Wealth Advisors is based out at Long Beach, CA

Below you can find more details about Crux Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
ETFs: $89.8 Billion
Technology: $26.5 Billion
Financial Services: $18.2 Billion
Consumer Cyclical: $13.4 Billion
Healthcare: $11.5 Billion
Communication Services: $9.82 Billion
Industrials: $5.42 Billion
Consumer Defensive: $4.66 Billion
Other: $6.58 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$5.68 Billion 2.96% of portfolio
15,144
Q1 2025 Added 3.58%
$431B
$4.94 Billion 2.57% of portfolio
45,539
Q1 2025 Reduced 10.77%
$631B
$4.24 Billion 2.2% of portfolio
7,952
Q1 2025 Added 33.49%
$2.28T
$4.1 Billion 2.13% of portfolio
21,549
Q1 2025 Reduced 2.49%
$3.38T
$3.69 Billion 1.92% of portfolio
16,598
Q1 2025 Reduced 6.32%
$1.62T
$3.65 Billion 1.9% of portfolio
6,331
Q1 2025 Added 8.2%
$850B
$3.24 Billion 1.69% of portfolio
13,200
Q1 2025 Reduced 9.94%
$572B
$2.2 Billion 1.15% of portfolio
6,288
Q1 2025 Reduced 0.55%
$116B
$2.1 Billion 1.09% of portfolio
12,554
Q1 2025 Reduced 23.23%
$226B
$1.97 Billion 1.03% of portfolio
427
Q1 2025 Added 25.59%
$1.07T
$1.92 Billion 1.0% of portfolio
12,430
Q1 2025 Reduced 4.02%
$169B
$1.85 Billion 0.96% of portfolio
23,615
Q1 2025 Added 39.83%
$278B
$1.68 Billion 0.88% of portfolio
10,599
Q1 2025 Added 67.81%
$70.3B
$1.45 Billion 0.75% of portfolio
3,302
Q1 2025 Reduced 25.51%
$152B
$1.4 Billion 0.73% of portfolio
5,138
Q1 2025 Reduced 24.68%
$465B
$1.37 Billion 0.71% of portfolio
11,507
Q1 2025 Added 25.1%
$119B
$1.28 Billion 0.67% of portfolio
14,267
Q1 2025 Added 11.15%
$153B
$1.27 Billion 0.66% of portfolio
34,508
Q1 2025 Added 12.96%
$147B
$1.24 Billion 0.65% of portfolio
3,342
Q1 2025 Added 0.21%
$368B
$1.22 Billion 0.64% of portfolio
3,335
Q1 2025 Reduced 27.22%
$9.84B
$1.21 Billion 0.63% of portfolio
15,586
Q1 2025 Added 50.6%
$65.1B
$1.18 Billion 0.62% of portfolio
4,016
Q1 2025 Reduced 10.04%
$671B
$1.19 Billion 0.62% of portfolio
8,499
Q1 2025 Added 36.14%
$124B
$1.17 Billion 0.61% of portfolio
5,806
Q1 2025 Added 15.13%
$83.5B
$1.18 Billion 0.61% of portfolio
2,714
Q1 2025 Added 43.37%
$303B
$1.15 Billion 0.6% of portfolio
15,954
Q1 2025 Added 61.4%
$114B
$1.13 Billion 0.59% of portfolio
3,729
Q1 2025 Reduced 25.26%
$30.3B
$1.11 Billion 0.58% of portfolio
6,269
Q1 2025 Reduced 5.35%
$258B
$1.11 Billion 0.58% of portfolio
12,677
Q1 2025 Reduced 26.68%
$1.27T
$1.08 Billion 0.56% of portfolio
6,519
Q1 2025 Added 15.48%
$260B
$1.07 Billion 0.56% of portfolio
3,988
Q1 2025 Reduced 3.23%
$530B
$1.06 Billion 0.55% of portfolio
1,933
Q1 2025 Added 17.22%
$86.8B
$966 Million 0.5% of portfolio
6,628
Q1 2025 Reduced 23.99%
$269B
$948 Million 0.49% of portfolio
1,810
Q1 2025 Reduced 6.85%
$79.5B
$923 Million 0.48% of portfolio
4,178
Q1 2025 Reduced 17.5%
$207B
$911 Million 0.47% of portfolio
10,152
Q1 2025 Reduced 23.47%
$99.9B
$882 Million 0.46% of portfolio
3,323
Q1 2025 Reduced 23.66%
$1.01T
$848 Million 0.44% of portfolio
3,274
Q1 2025 Added 41.3%
$108B
$817 Million 0.43% of portfolio
8,326
Q1 2025 Added 13.98%
$223B
$766 Million 0.4% of portfolio
7,761
Q1 2025 Added 30.02%
$246B
$772 Million 0.4% of portfolio
6,928
Q1 2025 Added 67.67%
$118B
$778 Million 0.4% of portfolio
7,407
Q1 2025 Added 90.8%
$152B
$776 Million 0.4% of portfolio
13,024
Q1 2025 Added 97.18%
$27.3B
$733 Million 0.38% of portfolio
3,216
Q1 2025 Added 10.71%
$104B
$720 Million 0.37% of portfolio
2,137
Q1 2025 Reduced 33.53%
$426B
$704 Million 0.37% of portfolio
4,242
Q1 2025 Reduced 24.68%
$42.2B
$700 Million 0.36% of portfolio
10,336
Q1 2025 Added 73.86%
$25.4B
$665 Million 0.35% of portfolio
3,200
Q1 2025 Reduced 26.25%
$79.1B
$657 Million 0.34% of portfolio
7,838
Q1 2025 Added 70.39%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $192 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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