Crux Wealth Advisors Purchases in Q2 2025

Crux Wealth Advisors

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
563
+ 8.95%
$308.27 - $373.31 $174K - $210K
6.85K $2.43B
MSTR
Microstrategy Inc

Technology
558
New
$237.95 - $421.61 $133K - $235K
558 $226M
GS
Goldman Sachs Group Inc

Financial Services
303
New
$462.22 - $707.75 $140K - $214K
303 $214M
QCOM
Qualcomm Inc

Technology
1.2K
+ 32.58%
$124.66 - $159.48 $150K - $192K
4.9K $780M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.85K
New
$72.02 - $73.82 $205K - $211K
2.85K $210M
NOW
Service Now, Inc.

Technology
200
New
$721.65 - $1040.18 $144K - $208K
200 $206M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.7K
New
$57.46 - $75.58 $155K - $204K
2.7K $204M
SBUX
Starbucks Corp

Consumer Cyclical
2.63K
+ 31.56%
$79.69 - $99.41 $209K - $261K
11K $1B
VEEV
Veeva Systems Inc

Healthcare
374
+ 29.94%
$209.39 - $289.94 $78.3K - $108K
1.62K $467M
OMC
Omnicom Group Inc.

Communication Services
2.9K
+ 87.99%
$69.22 - $79.77 $201K - $231K
6.2K $446M
RTX
Raytheon Technologies Corp

Industrials
876
+ 39.5%
$113.75 - $148.48 $99.6K - $130K
3.09K $452M
Innovator Etfs Trust
4.99K
+ 32.52%
N/A
20.3K $560M
XOM
Exxon Mobil Corp

Energy
2.58K
+ 22.43%
$99.93 - $119.04 $258K - $307K
14.1K $1.52B
CRM
Salesforce, Inc.

Technology
461
+ 11.56%
$236.26 - $291.15 $109K - $134K
4.45K $1.21B
FTLS
First Tr Long/Short Equity ETF

ETFs
1.89K
+ 25.68%
$60.06 - $66.28 $114K - $126K
9.27K $614M
MUB
Ishares National Muni Bond ETF

ETFs
1.3K
+ 30.57%
$102.31 - $105.8 $133K - $138K
5.56K $581M
GLD
Spdr Gold Trust

ETFs
274
+ 14.23%
$273.71 - $316.29 $75K - $86.7K
2.2K $671M
PEP
Pepsico Inc

Consumer Defensive
1.1K
+ 57.5%
$128.02 - $151.37 $140K - $166K
3K $396M
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
719
+ 16.05%
$80.66 - $99.91 $58K - $71.8K
5.2K $519M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
696
+ 15.85%
$83.55 - $102.36 $58.2K - $71.2K
5.09K $521M
IQV
Iqvia Holdings Inc.

Healthcare
1.38K
+ 21.93%
$137.0 - $174.37 $188K - $240K
7.64K $1.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 1.19%
$416.06 - $551.64 $5.41K - $7.17K
1.1K $608M
ECL
Ecolab Inc.

Basic Materials
280
+ 28.43%
$225.65 - $270.95 $63.2K - $75.9K
1.27K $341M
SYK
Stryker Corp

Healthcare
8
+ 0.24%
$337.37 - $395.63 $2.7K - $3.17K
3.35K $1.33B
SCHX
Schwab Strategic Tr Us Large C

ETFs
99
+ 0.3%
$19.6 - $24.44 $1.94K - $2.42K
33.5K $818M
VIG
Vanguard Dividend Appreciation

ETFs
37
+ 0.57%
N/A
6.58K $1.35B
XLK
Technology Sector Spdr

ETFs
2
+ 0.15%
$179.73 - $253.23 $359 - $506
1.3K $329M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.15%
$113.67 - $150.4 $341 - $451
2.01K $303M
CMCSA
Comcast Corp

Communication Services
2.44K
+ 7.08%
$32.84 - $36.72 $80.3K - $89.7K
37K $1.32B
MGC
Vanguard Mega Cap ETF

ETFs
23
+ 1.67%
$179.23 - $224.92 $4.12K - $5.17K
1.4K $315M
Innovator Etfs Trust
820
+ 7.68%
N/A
11.5K $354M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
699
+ 8.78%
$48.5 - $49.35 $33.9K - $34.5K
8.66K $427M
MDT
Medtronic PLC

Healthcare
791
+ 5.54%
$80.68 - $88.86 $63.8K - $70.3K
15.1K $1.31B
STWD
Starwood Property Trust, Inc.

Real Estate
643
+ 2.64%
$17.28 - $20.41 $11.1K - $13.1K
25K $501M
FIW
First Trust Water ETF

ETFs
4
+ 0.19%
$90.26 - $108.05 $361 - $432
2.17K $234M
SBND
Columbia ETF Tr I Short Durati

ETFs
324
+ 1.27%
$18.3 - $18.83 $5.93K - $6.1K
25.9K $487M
XLF
Financial Sector Spdr

ETFs
14
+ 0.32%
$43.92 - $52.37 $615 - $733
4.34K $227M
FTCS
First Trust Capital Strength E

ETFs
16
+ 0.24%
$81.6 - $92.39 $1.31K - $1.48K
6.56K $596M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
108
+ 1.15%
$50.36 - $50.68 $5.44K - $5.47K
9.54K $483M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
112
+ 1.18%
$49.98 - $50.26 $5.6K - $5.63K
9.64K $483M
JEPI
J P Morgan Exchange Traded Fd

ETFs
104
+ 1.88%
$51.14 - $57.0 $5.32K - $5.93K
5.64K $320M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
31
+ 0.69%
$43.28 - $50.37 $1.34K - $1.56K
4.5K $225M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
178
+ 0.75%
$20.01 - $20.15 $3.56K - $3.59K
23.9K $481M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
33
+ 1.21%
$85.42 - $94.39 $2.82K - $3.11K
2.77K $260M
FLMI
Franklin Dynamic Municipal Bon

ETFs
153
+ 1.1%
$23.57 - $24.6 $3.61K - $3.76K
14.1K $341M
ARDX
Ardelyx, Inc.

Healthcare
4.12K
+ 17.7%
$3.28 - $5.51 $13.5K - $22.7K
27.4K $107M
FDL
First Tr Morningstar Dividend

ETFs
74
+ 1.09%
$38.19 - $43.19 $2.83K - $3.2K
6.85K $287M
CHKP
Check Point Software Technologies LTD

Technology
59
+ 1.83%
$204.26 - $233.47 $12.1K - $13.8K
3.28K $725M
FISV
Fiserv Inc

Technology
48
+ 1.15%
N/A
4.23K $729M
Activity Summary
Buys All Purchases 101 New Holdings 15 Increased Positions 86 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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