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
$10.2B
$1.21 Billion 0.63% of portfolio
15,586
Q1 2025 Added 50.6%
$61.4B
$1.18 Billion 0.62% of portfolio
4,016
Q1 2025 Reduced 10.04%
$561B
$1.19 Billion 0.62% of portfolio
8,499
Q1 2025 Added 36.14%
$117B
$1.17 Billion 0.61% of portfolio
5,806
Q1 2025 Added 15.13%
$90B
$1.18 Billion 0.61% of portfolio
2,714
Q1 2025 Added 43.37%
$275B
$1.15 Billion 0.6% of portfolio
15,954
Q1 2025 Added 61.4%
$0
$1.14 Billion 0.59% of portfolio
12,312
Q1 2025 Reduced 5.38%
$118B
$1.13 Billion 0.59% of portfolio
3,729
Q1 2025 Reduced 25.26%
$28.6B
$1.11 Billion 0.58% of portfolio
6,269
Q1 2025 Reduced 5.35%
$256B
$1.11 Billion 0.58% of portfolio
12,677
Q1 2025 Reduced 26.68%
$1.11T
$1.08 Billion 0.56% of portfolio
6,519
Q1 2025 Added 15.48%
$0
$1.07 Billion 0.56% of portfolio
27,410
Q1 2025 Reduced 1.85%
$263B
$1.07 Billion 0.56% of portfolio
3,988
Q1 2025 Reduced 3.23%
$543B
$1.06 Billion 0.55% of portfolio
1,933
Q1 2025 Added 17.22%
$0
$1.03 Billion 0.54% of portfolio
25,606
Q1 2025 Reduced 0.52%
$84.8B
$966 Million 0.5% of portfolio
6,628
Q1 2025 Reduced 23.99%
$289B
$948 Million 0.49% of portfolio
1,810
Q1 2025 Reduced 6.85%
$0
$940 Million 0.49% of portfolio
25,545
Q1 2025 Added 9.77%
$79.5B
$923 Million 0.48% of portfolio
4,178
Q1 2025 Reduced 17.5%
$0
$906 Million 0.47% of portfolio
19,027
Q1 2025 New
$198B
$911 Million 0.47% of portfolio
10,152
Q1 2025 Reduced 23.47%
$96.9B
$882 Million 0.46% of portfolio
3,323
Q1 2025 Reduced 23.66%
$0
$854 Million 0.44% of portfolio
16,797
Q1 2025 Reduced 17.49%
$999B
$848 Million 0.44% of portfolio
3,274
Q1 2025 Added 41.3%
$105B
$817 Million 0.43% of portfolio
8,326
Q1 2025 Added 13.98%
$215B
$766 Million 0.4% of portfolio
7,761
Q1 2025 Added 30.02%
$250B
$772 Million 0.4% of portfolio
6,928
Q1 2025 Added 67.67%
$122B
$778 Million 0.4% of portfolio
7,407
Q1 2025 Added 90.8%
$158B
$776 Million 0.4% of portfolio
13,024
Q1 2025 Added 97.18%
$0
$737 Million 0.38% of portfolio
33,361
Q1 2025 Added 0.3%
$27.5B
$733 Million 0.38% of portfolio
3,216
Q1 2025 Added 10.71%
$97.8B
$720 Million 0.37% of portfolio
2,137
Q1 2025 Reduced 33.53%
$0
$708 Million 0.37% of portfolio
14,490
Q1 2025 Reduced 1.81%
$398B
$704 Million 0.37% of portfolio
4,242
Q1 2025 Reduced 24.68%
$42.5B
$700 Million 0.36% of portfolio
10,336
Q1 2025 Added 73.86%
$27.5B
$665 Million 0.35% of portfolio
3,200
Q1 2025 Reduced 26.25%
$0
$657 Million 0.34% of portfolio
4,092
Q1 2025 Added 0.66%
$72.6B
$657 Million 0.34% of portfolio
7,838
Q1 2025 Added 70.39%
$176B
$624 Million 0.33% of portfolio
13,767
Q1 2025 Reduced 22.95%
$121B
$617 Million 0.32% of portfolio
11,130
Q1 2025 Added 74.02%
$77.2B
$615 Million 0.32% of portfolio
2,256
Q1 2025 Added 76.8%
$104B
$614 Million 0.32% of portfolio
912
Q1 2025 Added 78.82%
$38.4B
$608 Million 0.32% of portfolio
2,187
Q1 2025 Added 11.87%
$48.5B
$599 Million 0.31% of portfolio
2,617
Q1 2025 Added 113.46%
$0
$587 Million 0.31% of portfolio
6,546
Q1 2025 Added 0.2%
$355B
$569 Million 0.3% of portfolio
13,637
Q1 2025 Added 52.47%
$173B
$567 Million 0.3% of portfolio
3,692
Q1 2025 Added 24.77%
$58.2B
$553 Million 0.29% of portfolio
5,280
Q1 2025 Added 22.59%
$143B
$556 Million 0.29% of portfolio
4,564
Q1 2025 Reduced 33.86%

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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