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
$270 Million 0.14% of portfolio
3,573
Q1 2025 Reduced 46.24%
$68.4B
$275 Million 0.14% of portfolio
72
Q4 2024 New
$48B
$245 Million 0.13% of portfolio
1,171
Q1 2025 Reduced 39.33%
$433B
$247 Million 0.13% of portfolio
261
Q4 2024 New
$0
$255 Million 0.13% of portfolio
2,010
Q1 2025 Added 0.15%
$74.5B
$250 Million 0.13% of portfolio
985
Q1 2025 Added 12.44%
$23.7B
$250 Million 0.13% of portfolio
1,104
Q1 2025 Reduced 39.31%
$0
$256 Million 0.13% of portfolio
2,735
Q1 2025 Reduced 3.93%
$11.4B
$222 Million 0.12% of portfolio
3,928
Q4 2024 New
$30.3B
$221 Million 0.12% of portfolio
5,074
Q1 2025 Reduced 0.31%
$0
$221 Million 0.12% of portfolio
4,467
Q1 2025 Added 0.52%
$291B
$240 Million 0.12% of portfolio
1,432
Q1 2025 Reduced 5.73%
$0
$215 Million 0.11% of portfolio
4,326
Q1 2025 Added 3.47%
$20.9B
$217 Million 0.11% of portfolio
8,542
Q1 2025 Reduced 32.56%
$0
$218 Million 0.11% of portfolio
2,162
Q1 2025 Added 0.14%
$0
$207 Million 0.11% of portfolio
1,200
Q1 2025 Added 0.93%
$69.5B
$38.9 Million 0.02% of portfolio
10,182
Q4 2024 New

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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