Crux Wealth Advisors Portfolio Holdings by Sector

Crux Wealth Advisors

$269 Billion
Q4 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BKAG SPYG BKLC SPYX VOO DGRW RDVY NULV 81 stocks	$127 Million 52.06% of portfolio	49	32	13	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM ADI QCOM AMD 6 stocks	$15.4 Million 6.32% of portfolio	-	6	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$12.8 Million 5.24% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP ADBE 4 stocks	$9.39 Million 3.86% of portfolio	2	2	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$6.74 Million 2.77% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$6.44 Million 2.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5.06 Million 2.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$3.91 Million 1.6% of portfolio	-	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB 2 stocks	$3.87 Million 1.59% of portfolio	-	2	-	-	0 Calls 0 Puts

Capital Markets \| Financial Services SCHW GS 2 stocks	$3.72 Million 1.53% of portfolio	1	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.26 Million 1.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare NVS SNY MRK JNJ 4 stocks	$3.14 Million 1.29% of portfolio	-	4	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT SYK DXCM 3 stocks	$3.12 Million 1.28% of portfolio	1	2	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$2.64 Million 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$2.17 Million 0.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$2.15 Million 0.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.09 Million 0.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD RTX 2 stocks	$2.02 Million 0.83% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM ADSK 2 stocks	$1.9 Million 0.78% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$1.89 Million 0.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$1.89 Million 0.78% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH 2 stocks	$1.87 Million 0.77% of portfolio	-	2	-	-	0 Calls 0 Puts

Oil & Gas Integrated \| Energy XOM 1 stocks	$1.75 Million 0.72% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ 2 stocks	$1.66 Million 0.68% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD DRI 3 stocks	$1.49 Million 0.61% of portfolio	-	3	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BK 1 stocks	$1.4 Million 0.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$1.27 Million 0.52% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$1.27 Million 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$1.22 Million 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials MAS TT JCI 3 stocks	$1.17 Million 0.48% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$1.16 Million 0.48% of portfolio	-	2	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$1.06 Million 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts

Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$973,245 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$845,592 0.35% of portfolio	-	2	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$741,405 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$661,810 0.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME ICE 2 stocks	$563,778 0.23% of portfolio	-	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$546,594 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$456,711 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$446,475 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$435,115 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$432,597 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$387,862 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$346,693 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$302,800 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$237,405 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$219,844 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ARDX 1 stocks	$180,573 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services LYG 1 stocks	$54,007 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crux Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Crux Wealth Advisors with notifications on news.

Account

Crux Wealth Advisors Portfolio Holdings by Sector

Crux Wealth Advisors

Track Crux Wealth Advisors Portfolio

Portfolio Update

News