Crux Wealth Advisors Top Holdings and 13F Report (2025) About Crux Wealth AdvisorsInvestment ActivityCrux Wealth Advisors has $179.67 million in total holdings as of December 31, 2024.Crux Wealth Advisors owns shares of 150 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Largest Holdings NVIDIA $6,853,600WisdomTree U.S. Quality Dividend Growth Fund $6,426,420Microsoft $6,162,958Amazon.com $4,848,300Apple $4,436,574 Sector AllocationMap of 500 Largest Holdings ofCrux Wealth Advisors Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorNVDANVIDIA$6,853,60051,0363.8%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$6,426,42079,4073.6%ManufacturingMSFTMicrosoft$6,162,95814,6213.4%Computer and TechnologyAMZNAmazon.com$4,848,30022,0992.7%Retail/WholesaleAAPLApple$4,436,57417,7172.5%Computer and TechnologyVOOVanguard S&P 500 ETF$3,841,8537,1302.1%ETFSUSAiShares MSCI USA ESG Select ETF$3,804,03231,2862.1%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$3,799,67188,4262.1%ManufacturingAVGOBroadcom$3,791,02616,3522.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,689,13312,7292.1%ETFJPMJPMorgan Chase & Co.$3,513,41714,6572.0%FinanceMETAMeta Platforms$3,425,7755,8511.9%Computer and TechnologyFNXFirst Trust Mid Cap Core AlphaDEX Fund$3,130,64127,0541.7%ManufacturingHMOPHartford Municipal Opportunities ETF$3,095,04480,0581.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,050,13631,4771.7%FinanceFLQLFranklin U.S. Large Cap Multifactor Index ETF$2,913,23849,6801.6%ETFFVDFirst Trust Value Line Dividend Index Fund$2,891,16066,2501.6%ETFRODMHartford Multifactor Developed Markets (ex-US) ETF$2,745,77296,6141.5%ETFBRK.BBerkshire Hathaway$2,700,1895,9571.5%FinanceEZMWisdomTree U.S. MidCap Fund$2,630,85042,0871.5%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$2,607,81293,5711.5%ETFGOOGLAlphabet$2,451,39312,9501.4%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$2,422,33926,1241.3%ETFVOVanguard Mid-Cap ETF$2,400,7459,0891.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$2,301,53245,8381.3%ETFETNEaton$2,264,0776,8221.3%Industrial ProductsVXFVanguard Extended Market ETF$2,123,61111,1781.2%ETFMSIMotorola Solutions$2,048,8894,4331.1%Computer and TechnologyVVisa$1,998,2826,3231.1%Business ServicesIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,792,85734,8061.0%ManufacturingHDHome Depot$1,782,4004,5821.0%Retail/WholesaleBKNGBooking$1,688,5533400.9%Retail/WholesaleEMCEMC$1,684,34864,6280.9%VUGVanguard Growth ETF$1,650,9154,0220.9%ETFWMTWalmart$1,562,06117,2890.9%Retail/WholesaleCBChubb$1,378,5024,9890.8%FinanceCRMSalesforce$1,377,7924,1210.8%Computer and TechnologyIVViShares Core S&P 500 ETF$1,339,3642,2750.7%ETFIVWiShares S&P 500 Growth ETF$1,321,12813,0120.7%ETFMRKMerck & Co., Inc.$1,319,73313,2660.7%MedicalIQVIQVIA$1,301,4866,6230.7%MedicalAPDAir Products and Chemicals$1,294,8334,4640.7%Basic MaterialsVIGIVanguard International Dividend Appreciation ETF$1,282,57116,0340.7%ETFVIGVanguard Dividend Appreciation ETF$1,274,4626,5080.7%ETFSCHWCharles Schwab$1,249,90816,8880.7%FinanceMPCMarathon Petroleum$1,216,4918,7200.7%Oils/EnergySYKStryker$1,200,8543,3350.7%MedicalTTTrane Technologies$1,187,3733,2150.7%ConstructionXJHiShares ESG Screened S&P Mid-Cap ETF$1,168,39627,9280.7%ETFCMCSAComcast$1,146,53230,5500.6%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1,114,9155,6450.6%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$1,107,31023,8440.6%ETFGOOGAlphabet$1,087,3555,7100.6%Computer and TechnologyADIAnalog Devices$1,071,4535,0430.6%Computer and TechnologyFLJPFranklin FTSE Japan ETF$1,043,76136,4820.6%ETFORCLOracle$1,040,3866,2430.6%Computer and TechnologyFIFiserv$1,040,2475,0640.6%Business ServicesMDTMedtronic$1,025,32112,8360.6%MedicalTOTLSPDR Doubleline Total Return Tactical ETF$1,013,87725,7390.6%ETFCMECME Group$1,010,9784,3530.6%FinanceXOMExxon Mobil$989,4389,1980.6%Oils/EnergyUNHUnitedHealth Group$982,9131,9430.5%MedicalVEAVanguard FTSE Developed Markets ETF$973,47620,3570.5%ETFTSLATesla$935,6972,3170.5%Auto/Tires/TrucksMAMastercard$868,1761,6490.5%Business ServicesKMXCarMax$846,13410,3490.5%Retail/WholesaleTJXTJX Companies$833,7136,9010.5%Retail/WholesaleJNJJohnson & Johnson$814,5485,6320.5%MedicalDRIDarden Restaurants$810,0594,3390.5%Retail/WholesaleDDWMWisdomTree Dynamic Currency Hedged International Equity Fund$800,06723,2710.4%FinanceEESWisdomTree U.S. SmallCap Fund$795,98814,7570.4%FinanceSCHXSchwab US Large-Cap ETF$770,99433,2610.4%ETFPMPhilip Morris International$760,0756,3160.4%Consumer StaplesVZVerizon Communications$714,54717,8680.4%Computer and TechnologyELVElevance Health$698,2191,8930.4%MedicalWFCWells Fargo & Company$694,3509,8850.4%FinanceICEIntercontinental Exchange$670,2964,4980.4%FinanceSBUXStarbucks$666,6017,3050.4%Retail/WholesaleDISWalt Disney$664,6485,9690.4%Consumer DiscretionaryVOEVanguard Mid-Cap Value ETF$657,6674,0650.4%ETFJCIJohnson Controls International$645,5398,1790.4%ConstructionQQEWFirst Trust NASDAQ 100 Equal Weighted Index Fund$636,0175,0900.4%ManufacturingDVNDevon Energy$584,12417,8470.3%Oils/EnergyFTCSFirst Trust Capital Strength ETF$573,7646,5330.3%ETFUNPUnion Pacific$567,1562,4870.3%TransportationNXPINXP Semiconductors$555,6662,6730.3%Computer and TechnologyDEODiageo$547,5704,3070.3%Consumer StaplesCHKPCheck Point Software Technologies$542,3642,9050.3%Computer and TechnologyQQQInvesco QQQ$537,2741,0510.3%FinanceBBYBest Buy$534,3476,2280.3%Retail/WholesaleAMDAdvanced Micro Devices$521,8134,3200.3%Computer and TechnologyDIVBiShares Core Dividend ETF$506,15910,6780.3%ETFSPGIS&P Global$502,1011,0080.3%Business ServicesANGLVanEck Fallen Angel High Yield Bond ETF$490,96417,1250.3%ManufacturingMCDMcDonald's$489,8821,6900.3%Retail/WholesaleEWEdwards Lifesciences$477,8646,4550.3%MedicalIEFAiShares Core MSCI EAFE ETF$467,1046,6460.3%ETFALLAllstate$454,9832,3600.3%FinanceQCOMQUALCOMM$454,5092,9590.3%Computer and TechnologySTWDStarwood Property Trust$449,75123,7340.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
