Crux Wealth Advisors Purchases in Q1 2025

Crux Wealth Advisors

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ABC
Amerisourcebergen Corp

Healthcare
232
+ 11.87%
N/A
2.19K $608M
SBUX
Starbucks Corp

Consumer Cyclical
1.02K
+ 13.98%
$91.75 - $115.81 $93.7K - $118K
8.33K $817M
ORCL
Oracle Corp

Technology
2.26K
+ 36.14%
$139.81 - $186.47 $315K - $421K
8.5K $1.19B
DDWM
Wisdomtree Tr Currency Hedged

ETFs
2.27K
+ 9.77%
$34.25 - $37.6 $77.9K - $85.5K
25.5K $940M
GLD
Spdr Gold Trust

ETFs
167
+ 9.49%
$243.19 - $288.14 $40.6K - $48.1K
1.93K $555M
CMCSA
Comcast Corp

Communication Services
3.96K
+ 12.96%
$33.19 - $38.23 $131K - $151K
34.5K $1.27B
QCOM
Qualcomm Inc

Technology
733
+ 24.77%
$151.94 - $175.86 $111K - $129K
3.69K $567M
DIS
Walt Disney CO

Communication Services
1.79K
+ 30.02%
$96.87 - $114.0 $174K - $204K
7.76K $766M
ADI
Analog Devices Inc

Technology
763
+ 15.13%
$201.56 - $243.82 $154K - $186K
5.81K $1.17B
ADBE
Adobe Inc.

Technology
364
+ 44.61%
$377.84 - $464.11 $138K - $169K
1.18K $453M
FTLS
First Tr Long/Short Equity ETF

ETFs
1.13K
+ 18.0%
$63.42 - $68.17 $71.3K - $76.7K
7.37K $472M
ADSK
Autodesk, Inc.

Technology
399
+ 26.69%
N/A
1.89K $496M
VEEV
Veeva Systems Inc

Healthcare
123
+ 10.92%
$210.58 - $246.8 $25.9K - $30.4K
1.25K $289M
ECL
Ecolab Inc.

Basic Materials
109
+ 12.44%
$229.72 - $269.82 $25K - $29.4K
985 $250M
SYK
Stryker Corp

Healthcare
7
+ 0.21%
$355.18 - $399.9 $2.49K - $2.8K
3.34K $1.24B
DE
Deere & CO

Industrials
3
+ 0.44%
$408.57 - $509.27 $1.23K - $1.53K
692 $325M
STWD
Starwood Property Trust, Inc.

Real Estate
610
+ 2.57%
$18.41 - $20.53 $11.2K - $12.5K
24.3K $481M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
271
+ 2.54%
$46.86 - $50.66 $12.7K - $13.7K
10.9K $531M
ADP
Automatic Data Processing Inc

Industrials
3
+ 0.25%
$286.85 - $318.64 $861 - $956
1.22K $372M
XLF
Financial Sector Spdr

ETFs
145
+ 3.47%
$47.32 - $52.19 $6.86K - $7.57K
4.33K $215M
FTCS
First Trust Capital Strength E

ETFs
13
+ 0.2%
$86.39 - $91.35 $1.12K - $1.19K
6.55K $587M
VTV
Vanguard Value ETF

ETFs
11
+ 0.93%
$167.73 - $179.21 $1.85K - $1.97K
1.2K $207M
DEO
Diageo PLC

Consumer Defensive
973
+ 22.59%
$104.79 - $126.12 $102K - $123K
5.28K $553M
VOE
Vanguard Mid Cap Value Index F

ETFs
27
+ 0.66%
$156.61 - $168.02 $4.23K - $4.54K
4.09K $657M
FIW
First Trust Water ETF

ETFs
3
+ 0.14%
$99.48 - $106.74 $298 - $320
2.16K $218M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
23
+ 0.52%
$48.02 - $53.02 $1.1K - $1.22K
4.47K $221M
VIG
Vanguard Dividend Appreciation

ETFs
31
+ 0.48%
N/A
6.54K $1.27B
FLQL
Franklin Templeton ETF Tr Libe

ETFs
1.8K
+ 3.63%
$55.58 - $62.24 $100K - $112K
51.5K $2.91B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
316
+ 4.43%
$507.05 - $563.67 $160K - $178K
7.45K $3.83B
VB
Vanguard Small Cap ETF

ETFs
40
+ 2.94%
$217.89 - $252.64 $8.72K - $10.1K
1.4K $311M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.15%
$126.86 - $146.45 $381 - $439
2.01K $255M
QQQ
Invesco Qqq Trust, Series 1

ETFs
37
+ 3.52%
$468.34 - $539.52 $17.3K - $20K
1.09K $510M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
874
+ 15.48%
$165.25 - $224.62 $144K - $196K
6.52K $1.08B
SCHX
Schwab Strategic Tr Us Large C

ETFs
100
+ 0.3%
$21.75 - $24.28 $2.18K - $2.43K
33.4K $737M
TSLA
Tesla, Inc.

Consumer Cyclical
957
+ 41.3%
$222.15 - $428.22 $213K - $410K
3.27K $848M
MSFT
Microsoft Corp

Technology
523
+ 3.58%
$375.39 - $447.2 $196K - $234K
15.1K $5.68B
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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