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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$555 Million 0.29% of portfolio
1,926
Q1 2025 Added 9.49%
$0
$531 Million 0.28% of portfolio
10,949
Q1 2025 Added 2.54%
$0
$523 Million 0.27% of portfolio
11,562
Q1 2025 Added 14.69%
$22.7B
$515 Million 0.27% of portfolio
13,774
Q1 2025 Reduced 22.82%
$0
$510 Million 0.27% of portfolio
1,088
Q1 2025 Added 3.52%
$0
$509 Million 0.26% of portfolio
6,577
Q1 2025 New
$101B
$499 Million 0.26% of portfolio
2,892
Q1 2025 Reduced 35.7%
$53.1B
$496 Million 0.26% of portfolio
1,894
Q1 2025 Added 26.69%
$71.5B
$476 Million 0.25% of portfolio
5,937
Q1 2025 Reduced 27.41%
$0
$478 Million 0.25% of portfolio
9,528
Q1 2025 New
$0
$472 Million 0.25% of portfolio
7,374
Q1 2025 Added 18.0%
$6.21B
$481 Million 0.25% of portfolio
24,344
Q1 2025 Added 2.57%
$0
$475 Million 0.25% of portfolio
25,547
Q1 2025 New
$0
$477 Million 0.25% of portfolio
9,430
Q1 2025 New
$0
$477 Million 0.25% of portfolio
23,748
Q1 2025 New
$178B
$453 Million 0.24% of portfolio
1,180
Q1 2025 Added 44.61%
$215B
$467 Million 0.24% of portfolio
1,495
Q1 2025 Reduced 11.54%
$0
$449 Million 0.23% of portfolio
4,256
Q1 2025 Added 83.45%
$0
$431 Million 0.22% of portfolio
14,935
Q1 2025 Reduced 12.79%
$0
$418 Million 0.22% of portfolio
4,479
Q1 2025 New
$0
$420 Million 0.22% of portfolio
4,390
Q1 2025 New
Innovator Etfs Trust
-
$405 Million 0.21% of portfolio
-
Q1 2025 New
$0
$383 Million 0.2% of portfolio
3,661
Q1 2025 Reduced 0.71%
$0
$391 Million 0.2% of portfolio
7,960
Q1 2025 New
$0
$363 Million 0.19% of portfolio
3,001
Q1 2025 Reduced 41.04%
$128B
$372 Million 0.19% of portfolio
1,219
Q1 2025 Added 0.25%
$0
$340 Million 0.18% of portfolio
13,923
Q1 2025 New
$15.6B
$347 Million 0.18% of portfolio
4,709
Q1 2025 Reduced 24.39%
$150B
$339 Million 0.18% of portfolio
2,338
Q1 2025 New
$163B
$329 Million 0.17% of portfolio
647
Q1 2025 Reduced 35.81%
$55.9B
$333 Million 0.17% of portfolio
1,753
Q1 2025 Reduced 34.42%
$158B
$325 Million 0.17% of portfolio
692
Q1 2025 Added 0.44%
$53.6B
$319 Million 0.17% of portfolio
1,542
Q1 2025 Reduced 34.66%
Innovator Etfs Trust
-
$318 Million 0.17% of portfolio
-
Q1 2025 New
$0
$311 Million 0.16% of portfolio
1,402
Q1 2025 Added 2.94%
$0
$316 Million 0.16% of portfolio
5,533
Q1 2025 New
$40.4B
$301 Million 0.16% of portfolio
3,659
Q1 2025 Reduced 27.1%
$45.3B
$294 Million 0.15% of portfolio
4,057
Q1 2025 Reduced 37.15%
$0
$293 Million 0.15% of portfolio
4,826
Q1 2025 New
$39.6B
$289 Million 0.15% of portfolio
1,249
Q1 2025 Added 10.92%
$0
$294 Million 0.15% of portfolio
6,772
Q1 2025 New
$205B
$285 Million 0.15% of portfolio
2,774
Q1 2025 Reduced 35.79%
$178B
$286 Million 0.15% of portfolio
1,906
Q1 2025 New
$149B
$295 Million 0.15% of portfolio
1,393
Q4 2024 New
$218B
$294 Million 0.15% of portfolio
2,218
Q1 2025 New
$141B
$280 Million 0.15% of portfolio
3,954
Q1 2025 Reduced 26.6%
$0
$277 Million 0.14% of portfolio
1,377
Q1 2025 Reduced 6.07%
$14.1B
$273 Million 0.14% of portfolio
3,298
Q1 2025 New
$0
$267 Million 0.14% of portfolio
1,295
Q1 2025 Reduced 3.57%

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
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