Crux Wealth Advisors Sells in Q2 2025

Crux Wealth Advisors

  • $235 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-24.5K
- 79.83%
$101.97 - $126.75 $2.49M - $3.1M
6.18K $783M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-22.9K
- 28.84%
$71.28 - $83.74 $1.63M - $1.92M
56.5K $4.73B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-34.2K
- 66.58%
$42.72 - $44.24 $1.46M - $1.51M
17.1K $753M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-27.9K
- 54.25%
$50.1 - $63.16 $1.4M - $1.76M
23.6K $1.49B
FNX
First Tr Mid Cap Core Alphadex

ETFs
-11.3K
- 58.47%
$94.92 - $114.85 $1.07M - $1.29M
8K $918M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-11K
- 39.41%
$96.84 - $99.46 $1.07M - $1.09M
16.9K $1.68B
AAPL
Apple Inc.

Technology
-3.86K
- 23.23%
$172.42 - $223.89 $665K - $863K
12.7K $2.61B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-22.5K
- 82.25%
$34.28 - $41.6 $773K - $938K
4.87K $202M
FVD
First Tr Value Line Divid Inde

ETFs
-19.1K
- 29.17%
$40.62 - $45.12 $777K - $863K
46.5K $2.08B
MSI
Motorola Solutions, Inc.

Technology
-1.73K
- 52.27%
$394.72 - $440.39 $681K - $760K
1.58K $663M
RODM
Hartford Multifactor Developed

ETFs
-28.6K
- 32.51%
$28.23 - $34.22 $806K - $977K
59.3K $2.02B
Global X Fds
-27.1K
- 54.02%
N/A
23.1K $676M
CB
Chubb LTD

Financial Services
-2.02K
- 54.14%
$274.32 - $302.46 $554K - $611K
1.71K $496M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-10.9K
- 26.15%
$51.81 - $61.79 $563K - $672K
30.7K $1.9B
IVW
Ishares S&P 500 Growth ETF

ETFs
-7.12K
- 57.8%
$82.96 - $110.1 $590K - $783K
5.2K $572M
HD
Home Depot, Inc.

Consumer Cyclical
-1.54K
- 46.15%
$335.24 - $380.78 $516K - $586K
1.8K $658M
MRK
Merck & Co., Inc.

Healthcare
-5.69K
- 56.03%
$73.47 - $87.12 $418K - $496K
4.46K $353M
WMT
Walmart Inc.

Consumer Defensive
-6.53K
- 51.48%
$81.79 - $99.98 $534K - $652K
6.15K $601M
ETN
Eaton Corp PLC

Industrials
-2.66K
- 51.71%
$246.52 - $356.99 $655K - $949K
2.48K $886M
VO
Vanguard Mid Cap ETF

ETFs
-2.4K
- 27.03%
$228.54 - $279.83 $547K - $670K
6.47K $1.81B
MPC
Marathon Petroleum Corp

Energy
-3.6K
- 54.28%
$118.55 - $170.08 $427K - $612K
3.03K $503M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-9.5K
- 65.58%
$42.54 - $50.99 $404K - $485K
4.99K $254M
CME
Cme Group Inc.

Financial Services
-1.75K
- 52.69%
$252.37 - $290.71 $442K - $509K
1.57K $433M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-10.6K
- 41.47%
$39.34 - $40.41 $418K - $429K
15K $601M
JNJ
Johnson & Johnson

Healthcare
-2.3K
- 54.13%
$146.36 - $159.82 $336K - $367K
1.95K $297M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-11.5K
- 44.99%
$32.86 - $40.05 $378K - $460K
14.1K $557M
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.66K
- 51.94%
$186.58 - $225.78 $310K - $375K
1.54K $335M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-6.71K
- 16.8%
$51.1 - $53.29 $343K - $357K
33.2K $1.77B
VZ
Verizon Communications Inc

Communication Services
-6.73K
- 48.86%
$41.67 - $45.62 $280K - $307K
7.04K $305M
VTI
Vanguard Total Stock Market Et

ETFs
-1.96K
- 16.26%
$243.75 - $303.93 $479K - $597K
10.1K $3.07B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.04K
- 16.5%
N/A
20.4K $1.92B
TJX
Tjx Companies Inc

Consumer Cyclical
-1.9K
- 41.52%
$119.13 - $135.03 $226K - $256K
2.67K $330M
UNP
Union Pacific Corp

Industrials
-881
- 44.83%
$208.27 - $238.46 $183K - $210K
1.08K $250M
JCI
Johnson Controls International PLC

Industrials
-3.41K
- 57.44%
$71.14 - $105.62 $243K - $360K
2.53K $267M
ICE
Intercontinental Exchange, Inc.

Financial Services
-1.31K
- 45.16%
$151.62 - $183.47 $198K - $240K
1.59K $291M
FLJP
Franklin Templeton ETF Tr

ETFs
-9.25K
- 28.08%
$26.35 - $32.28 $244K - $299K
23.7K $762M
APD
Air Products & Chemicals, Inc.

Basic Materials
-534
- 13.3%
$248.61 - $294.96 $133K - $158K
3.48K $982M
TT
Trane Technologies PLC

Industrials
-944
- 44.17%
$315.21 - $437.41 $298K - $413K
1.19K $522M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.71K
- 40.71%
$39.89 - $49.46 $188K - $233K
6.86K $339M
VXF
Vanguard Extended Market ETF

ETFs
-1.96K
- 18.73%
$150.43 - $192.71 $295K - $377K
8.49K $1.64B
AVGO
Broadcom Inc.

Technology
-5.47K
- 43.59%
$146.29 - $275.65 $800K - $1.51M
7.08K $1.95B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-5.21K
- 34.9%
$27.29 - $29.28 $142K - $153K
9.72K $285M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.57K
- 17.13%
$75.29 - $91.16 $193K - $234K
12.4K $1.12B
NXPI
Nxp Semiconductors N.V.

Technology
-786
- 44.84%
$153.5 - $218.72 $121K - $172K
967 $211M
IVV
Ishares Core S&P 500 ETF

ETFs
-395
- 17.65%
$498.8 - $620.9 $197K - $245K
1.84K $1.14B
HMOP
Hartford Fds Exchange Traded T

ETFs
-1.89K
- 2.51%
$37.54 - $38.74 $70.9K - $73.1K
73.4K $2.81B
AMD
Advanced Micro Devices Inc

Technology
-1.33K
- 48.02%
$78.21 - $143.81 $104K - $192K
1.44K $205M
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 1.07%
$285.55 - $321.23 $4.57K - $5.14K
1.48K $432M
IEFA
Ishares Tr

ETFs
-678
- 18.98%
$67.83 - $84.09 $46K - $57K
2.9K $242M
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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