Crux Wealth Advisors Portfolio Holdings
Crux Wealth Advisors
- $180 Billion
- Q4 2024
Crux Wealth Advisors has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $180 Billion distributed in 150 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $6.85B, Wisdomtree Tr Us Quality Divid with a value of $6.43B, Microsoft Corp with a value of $6.16B, Amazon Com Inc with a value of $4.85B, and Apple Inc. with a value of $4.44B.
Examining the 13F form we can see an increase of $180B in the current position value.
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
$180 Billion
ETFs: $78.7 Billion
Technology: $32.3 Billion
Financial Services: $15.8 Billion
Consumer Cyclical: $14.3 Billion
Healthcare: $10.5 Billion
Communication Services: $9.49 Billion
Industrials: $6.68 Billion
Energy: $4.06 Billion
Other: $6.24 Billion
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 150
- Current Value $180 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 150 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks