Crux Wealth Advisors Portfolio Holdings

Crux Wealth Advisors

  • $192 Billion
  • Q1 2025

Crux Wealth Advisors has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $192 Billion distributed in 169 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $6.34B, Microsoft Corp with a value of $5.68B, Bny Mellon ETF Tr Core Bond Et with a value of $5.43B, Nvidia Corp with a value of $4.94B, and Berkshire Hathaway Inc Class B with a value of $4.24B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $180B to 192B.

Crux Wealth Advisors is based out at Long Beach, CA

Below you can find more details about Crux Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
ETFs: $89.8 Billion
Technology: $26.5 Billion
Financial Services: $18.2 Billion
Consumer Cyclical: $13.4 Billion
Healthcare: $11.5 Billion
Communication Services: $9.82 Billion
Industrials: $5.42 Billion
Consumer Defensive: $4.66 Billion
Other: $6.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.34 Billion 3.3% of portfolio
79,399
Q1 2025 Reduced 0.01%
$3.56T
$5.68 Billion 2.96% of portfolio
15,144
Q1 2025 Added 3.58%
$0
$5.43 Billion 2.83% of portfolio
128,908
Q1 2025 New
$359B
$4.94 Billion 2.57% of portfolio
45,539
Q1 2025 Reduced 10.77%
$648B
$4.24 Billion 2.2% of portfolio
7,952
Q1 2025 Added 33.49%
$2.19T
$4.1 Billion 2.13% of portfolio
21,549
Q1 2025 Reduced 2.49%
$0
$3.83 Billion 1.99% of portfolio
7,446
Q1 2025 Added 4.43%
$3.14T
$3.69 Billion 1.92% of portfolio
16,598
Q1 2025 Reduced 6.32%
$1.57T
$3.65 Billion 1.9% of portfolio
6,331
Q1 2025 Added 8.2%
$0
$3.52 Billion 1.83% of portfolio
30,647
Q1 2025 Reduced 2.04%
$0
$3.35 Billion 1.74% of portfolio
41,704
Q1 2025 New
$0
$3.32 Billion 1.73% of portfolio
12,076
Q1 2025 Reduced 5.13%
$791B
$3.24 Billion 1.69% of portfolio
13,200
Q1 2025 Reduced 9.94%
$0
$3.01 Billion 1.57% of portfolio
28,350
Q1 2025 New
Bny Mellon ETF Trust Ii
-
$2.92 Billion 1.52% of portfolio
-
Q1 2025 New
$0
$2.92 Billion 1.52% of portfolio
65,585
Q1 2025 Reduced 1.0%
$0
$2.9 Billion 1.51% of portfolio
75,299
Q1 2025 Reduced 5.94%
$0
$2.76 Billion 1.44% of portfolio
27,921
Q1 2025 Reduced 11.3%
$0
$2.72 Billion 1.42% of portfolio
87,825
Q1 2025 Reduced 9.1%
$0
$2.48 Billion 1.29% of portfolio
41,570
Q1 2025 Reduced 1.23%
$0
$2.31 Billion 1.2% of portfolio
92,413
Q1 2025 Reduced 1.24%
$0
$2.29 Billion 1.19% of portfolio
8,860
Q1 2025 Reduced 2.52%
$0
$2.25 Billion 1.17% of portfolio
51,297
Q1 2025 Reduced 41.99%
$585B
$2.2 Billion 1.15% of portfolio
6,288
Q1 2025 Reduced 0.55%
$0
$2.15 Billion 1.12% of portfolio
24,458
Q1 2025 Reduced 6.38%
$0
$2.1 Billion 1.09% of portfolio
19,255
Q1 2025 Reduced 28.83%
$0
$2.1 Billion 1.09% of portfolio
39,921
Q1 2025 Added 14.7%
$101B
$2.1 Billion 1.09% of portfolio
12,554
Q1 2025 Reduced 23.23%
$210B
$1.97 Billion 1.03% of portfolio
427
Q1 2025 Added 25.59%
$993B
$1.92 Billion 1.0% of portfolio
12,430
Q1 2025 Reduced 4.02%
$162B
$1.85 Billion 0.96% of portfolio
23,615
Q1 2025 Added 39.83%
$0
$1.8 Billion 0.94% of portfolio
10,452
Q1 2025 Reduced 6.49%
$284B
$1.68 Billion 0.88% of portfolio
10,599
Q1 2025 Added 67.81%
$0
$1.52 Billion 0.79% of portfolio
30,168
Q1 2025 Reduced 34.19%
$0
$1.48 Billion 0.77% of portfolio
3,980
Q1 2025 Reduced 1.04%
$67.8B
$1.45 Billion 0.75% of portfolio
3,302
Q1 2025 Reduced 25.51%
$132B
$1.4 Billion 0.73% of portfolio
5,138
Q1 2025 Reduced 24.68%
$475B
$1.37 Billion 0.71% of portfolio
11,507
Q1 2025 Added 25.1%
$0
$1.33 Billion 0.69% of portfolio
27,972
Q1 2025 Added 17.31%
Global X Fds
-
$1.31 Billion 0.68% of portfolio
-
Q1 2025 Reduced 22.38%
$1.08T
$1.31 Billion 0.68% of portfolio
8,412
Q1 2025 Added 47.32%
$115B
$1.28 Billion 0.67% of portfolio
14,267
Q1 2025 Added 11.15%
$0
$1.29 Billion 0.67% of portfolio
27,077
Q1 2025 New
$152B
$1.27 Billion 0.66% of portfolio
34,508
Q1 2025 Added 12.96%
$0
$1.27 Billion 0.66% of portfolio
6,539
Q1 2025 Added 0.48%
$141B
$1.24 Billion 0.65% of portfolio
3,342
Q1 2025 Added 0.21%
$0
$1.24 Billion 0.65% of portfolio
14,993
Q1 2025 Reduced 6.49%
$0
$1.26 Billion 0.65% of portfolio
2,238
Q1 2025 Reduced 1.63%
$357B
$1.22 Billion 0.64% of portfolio
3,335
Q1 2025 Reduced 27.22%

Summary

  • Portfolio
  • No. of Stocks 169
  • Current Value $192 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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