Crux Wealth Advisors Portfolio Holdings by Sector

Crux Wealth Advisors

$235 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BKAG SPYG BKLC DGRW SPYX VOO NULV NULG 74 stocks	$109 Million 49.51% of portfolio	43	29	10	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM ADI QCOM NXPI AMD 7 stocks	$13.6 Million 6.19% of portfolio	3	4	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP ADBE 4 stocks	$11.1 Million 5.02% of portfolio	3	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$9.83 Million 4.46% of portfolio	3	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$5.93 Million 2.69% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$5.81 Million 2.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$4.74 Million 2.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB 2 stocks	$3.87 Million 1.76% of portfolio	2	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$3.75 Million 1.7% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS 2 stocks	$3.08 Million 1.4% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.07 Million 1.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare NVS SNY MRK JNJ 4 stocks	$2.74 Million 1.24% of portfolio	2	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$2.66 Million 1.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK MDT 2 stocks	$2.64 Million 1.2% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.61 Million 1.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM ADSK MSTR NOW 4 stocks	$2.42 Million 1.1% of portfolio	4	-	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH 2 stocks	$2.21 Million 1.01% of portfolio	2	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD DRI 3 stocks	$1.77 Million 0.8% of portfolio	1	2	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ 2 stocks	$1.62 Million 0.74% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$1.59 Million 0.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$1.57 Million 0.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$1.57 Million 0.71% of portfolio	2	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD RTX 2 stocks	$1.56 Million 0.71% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$1.52 Million 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$1.38 Million 0.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$1.32 Million 0.6% of portfolio	1	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1.23 Million 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$1.2 Million 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$1.19 Million 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$1.06 Million 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BK 1 stocks	$1.04 Million 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$885,759 0.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$874,176 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$832,716 0.38% of portfolio	-	2	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT JCI 2 stocks	$788,874 0.36% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$728,605 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME ICE 2 stocks	$724,290 0.33% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$723,622 0.33% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$662,676 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$658,440 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$503,262 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate STWD 1 stocks	$501,491 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$495,513 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$467,392 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$446,052 0.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$396,354 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$349,277 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$329,588 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$328,526 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$259,856 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$249,507 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$225,084 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ARDX 1 stocks	$107,381 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts

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Crux Wealth Advisors Portfolio Holdings by Sector

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