Crux Wealth Advisors Top Holdings and 13F Report (2025) About Crux Wealth AdvisorsInvestment ActivityCrux Wealth Advisors has $234.83 million in total holdings as of June 30, 2025.Crux Wealth Advisors owns shares of 166 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 27.11% of the portfolio was purchased this quarter.About 16.13% of the portfolio was sold this quarter.This quarter, Crux Wealth Advisors has purchased 168 new stocks and bought additional shares in 86 stocks.Crux Wealth Advisors sold shares of 63 stocks and completely divested from 17 stocks this quarter.Largest Holdings BNY Mellon Core Bond ETF $11,981,442BNY MELLON ETF TRUST II $9,732,182SPDR Portfolio S&P 500 Growth ETF $8,812,285Microsoft $7,338,355BNY Mellon US Large Cap Core Equity ETF $7,161,799 Largest New Holdings this Quarter 78468R796 - SPDR S&P Fossil Fuel Reserves Free ETF $4,334,530 Holding67092P300 - Nuveen ESG Large-Cap Value ETF $3,787,188 Holding67092P201 - Nuveen ESG Large-Cap Growth ETF $3,236,578 Holding46435G516 - iShares ESG Aware MSCI EAFE ETF $2,878,543 Holding46434G863 - iShares ESG Aware MSCI EM ETF $2,321,680 Holding Largest Purchases this Quarter BNY MELLON ETF TRUST II 250,240 shares (about $6.66M)BNY Mellon Core Bond ETF 155,147 shares (about $6.54M)SPDR Portfolio S&P 500 Growth ETF 50,745 shares (about $4.84M)SPDR S&P Fossil Fuel Reserves Free ETF 85,108 shares (about $4.33M)BNY Mellon US Large Cap Core Equity ETF 32,123 shares (about $3.80M) Largest Sales this Quarter iShares MSCI USA ESG Select ETF 24,466 shares (about $3.10M)WisdomTree U.S. Quality Dividend Growth Fund 22,901 shares (about $1.92M)Franklin U.S. Large Cap Multifactor Index ETF 27,929 shares (about $1.76M)Broadcom 5,472 shares (about $1.51M)First Trust TCW Opportunistic Fixed Income ETF 34,151 shares (about $1.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrux Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBKAGBNY Mellon Core Bond ETF$11,981,442$6,544,102 ▲120.4%284,0555.1%ETFBNY MELLON ETF TRUST II$9,732,182$6,658,887 ▲216.7%365,7344.1%DYNAMIC VALUESPYGSPDR Portfolio S&P 500 Growth ETF$8,812,285$4,837,039 ▲121.7%92,4493.8%ETFMSFTMicrosoft$7,338,355$194,489 ▼-2.6%14,7533.1%Computer and TechnologyBKLCBNY Mellon US Large Cap Core Equity ETF$7,161,799$3,804,317 ▲113.3%60,4733.0%ETFNVDANVIDIA$7,116,528$78,205 ▼-1.1%45,0443.0%Computer and TechnologyMETAMeta Platforms$5,405,877$732,938 ▲15.7%7,3242.3%Computer and TechnologyAMZNAmazon.com$5,043,337$315,702 ▲6.7%22,9882.1%Retail/WholesaleBRK.BBerkshire Hathaway$4,742,573$879,730 ▲22.8%9,7632.0%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$4,731,124$1,917,722 ▼-28.8%56,4982.0%ManufacturingSPYXSPDR S&P Fossil Fuel Reserves Free ETF$4,334,530$4,334,530 ▲New Holding85,1081.8%ETFVOOVanguard S&P 500 ETF$4,294,032$64,751 ▲1.5%7,5601.8%ETFNULVNuveen ESG Large-Cap Value ETF$3,787,188$3,787,188 ▲New Holding90,3541.6%ETFNULGNuveen ESG Large-Cap Growth ETF$3,236,578$3,236,578 ▲New Holding34,4501.4%ETFJPMJPMorgan Chase & Co.$3,226,746$600,123 ▼-15.7%11,1301.4%FinanceBKNGBooking$3,191,998$718,344 ▲29.0%5511.4%Retail/WholesaleBKCIBNY Mellon Concentrated International ETF$3,153,548$1,763,171 ▲126.8%61,4141.3%ETFVTIVanguard Total Stock Market ETF$3,073,362$596,923 ▼-16.3%10,1121.3%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$3,010,761$1,680,970 ▲126.4%63,3311.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,878,543$2,878,543 ▲New Holding32,2631.2%ManufacturingSCHWCharles Schwab$2,866,904$712,301 ▲33.1%31,4221.2%FinanceHMOPHartford Municipal Opportunities ETF$2,810,163$72,272 ▼-2.5%73,4111.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,715,811$16,416 ▲0.6%92,9751.2%ETFPMPhilip Morris International$2,657,065$726,691 ▲37.6%14,5891.1%Consumer StaplesAAPLApple$2,614,180$791,106 ▼-23.2%12,7421.1%Computer and TechnologyVVisa$2,432,361$199,886 ▲9.0%6,8511.0%Business ServicesGOOGLAlphabet$2,379,469$188,919 ▲8.6%13,5021.0%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$2,321,680$2,321,680 ▲New Holding59,2721.0%ManufacturingORCLOracle$2,310,504$452,350 ▲24.3%10,5681.0%Computer and TechnologyBKHYBNY Mellon High Yield ETF$2,218,979$1,300,263 ▲141.5%45,9560.9%ETFFVDFirst Trust Value Line Dividend Index Fund$2,076,529$855,107 ▼-29.2%46,4550.9%ETFGOOGAlphabet$2,047,056$554,869 ▲37.2%11,5400.9%Computer and TechnologyRODMHartford Multifactor Developed Markets (ex-US) ETF$2,021,251$973,593 ▼-32.5%59,2740.9%ETFAVGOBroadcom$1,952,029$1,508,261 ▼-43.6%7,0820.8%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$1,915,430$378,434 ▼-16.5%20,4230.8%ETFTSMTaiwan Semiconductor Manufacturing$1,901,608$425,121 ▲28.8%8,3960.8%Computer and TechnologyEZMWisdomTree U.S. MidCap Fund$1,896,379$671,370 ▼-26.1%30,7010.8%FinanceWFCWells Fargo & Company$1,817,996$539,766 ▲42.2%22,6910.8%FinanceVOVanguard Mid-Cap ETF$1,809,119$670,200 ▼-27.0%6,4650.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,770,099$357,313 ▼-16.8%33,2160.8%ManufacturingVUGVanguard Growth ETF$1,723,594$21,041 ▼-1.2%3,9320.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,678,124$1,091,569 ▼-39.4%16,9170.7%FinanceVXFVanguard Extended Market ETF$1,636,898$377,331 ▼-18.7%8,4940.7%ETFELVElevance Health$1,590,144$534,456 ▲50.6%4,0880.7%MedicalKMXCarMax$1,573,252$525,717 ▲50.2%23,4080.7%Retail/WholesaleXOMExxon Mobil$1,518,673$278,229 ▲22.4%14,0880.6%EnergyFLQLFranklin U.S. Large Cap Multifactor Index ETF$1,487,683$1,764,010 ▼-54.2%23,5540.6%ETFADIAnalog Devices$1,466,339$84,491 ▲6.1%6,1610.6%Computer and TechnologyAMATApplied Materials$1,377,848$949,811 ▲221.9%7,5260.6%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,345,987$7,573 ▲0.6%6,5760.6%ETFDISWalt Disney$1,333,517$371,048 ▲38.6%10,7530.6%Consumer DiscretionarySYKStryker$1,325,361$3,165 ▲0.2%3,3500.6%MedicalMAMastercard$1,322,447$236,051 ▲21.7%2,3530.6%Business ServicesCMCSAComcast$1,318,814$87,226 ▲7.1%36,9520.6%Consumer DiscretionaryMDTMedtronic$1,312,626$68,953 ▲5.5%15,0580.6%MedicalBKIEBNY Mellon International Equity ETF$1,305,435$738,712 ▲130.3%15,1500.6%ETFNVSNovartis$1,227,814$389,425 ▲46.4%10,1460.5%MedicalTSLATesla$1,225,532$185,513 ▲17.8%3,8580.5%Auto/Tires/TrucksCRMSalesforce$1,213,211$125,711 ▲11.6%4,4490.5%Computer and TechnologyIQVIQVIA$1,204,618$216,686 ▲21.9%7,6440.5%MedicalULUnilever$1,193,695$397,001 ▲49.8%19,5140.5%Consumer StaplesIVViShares Core S&P 500 ETF$1,144,216$245,233 ▼-17.6%1,8430.5%ETFVIGIVanguard International Dividend Appreciation ETF$1,119,645$231,517 ▼-17.1%12,4240.5%ETFGDGeneral Dynamics$1,104,653$446,587 ▲67.9%3,7870.5%AerospaceCOPConocoPhillips$1,061,661$396,934 ▲59.7%11,8300.5%EnergyBKBank of New York Mellon$1,044,092$329,991 ▲46.2%11,4600.4%FinanceSBUXStarbucks$1,003,713$240,803 ▲31.6%10,9540.4%Retail/WholesaleAPDAir Products and Chemicals$982,015$150,602 ▼-13.3%3,4820.4%Basic MaterialsMCKMcKesson$958,095$289,554 ▲43.3%1,3070.4%MedicalFNXFirst Trust Mid Cap Core AlphaDEX Fund$918,350$1,293,109 ▼-58.5%7,9960.4%ManufacturingBACBank of America$889,800$244,501 ▲37.9%18,8040.4%FinanceBKEMBNY Mellon Emerging Markets Equity ETF$889,368$565,608 ▲174.7%13,2570.4%ETFVEAVanguard FTSE Developed Markets ETF$888,880$68,696 ▼-7.2%15,5920.4%ETFETNEaton$885,759$948,594 ▼-51.7%2,4810.4%IndustrialsBDXBecton, Dickinson and Company$874,176$423,394 ▲93.9%5,0750.4%MedicalSNYSanofi$861,082$323,389 ▲60.1%17,8240.4%MedicalSCHXSchwab US Large-Cap ETF$817,756$2,420 ▲0.3%33,4600.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$790,580$690,708 ▼-46.6%16,1010.3%ETFSUSAiShares MSCI USA ESG Select ETF$783,464$3,101,154 ▼-79.8%6,1810.3%ETFQCOMQUALCOMM$779,594$191,594 ▲32.6%4,8950.3%Computer and TechnologyADSKAutodesk$770,829$184,504 ▲31.5%2,4900.3%Computer and TechnologyEBAYeBay$763,463$6,180 ▼-0.8%10,2530.3%Retail/WholesaleFLJPFranklin FTSE Japan ETF$761,503$297,355 ▼-28.1%23,6860.3%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$752,517$1,498,846 ▼-66.6%17,1460.3%ManufacturingFIFiserv$728,605$8,276 ▲1.1%4,2260.3%Business ServicesCHKPCheck Point Software Technologies$724,594$13,054 ▲1.8%3,2750.3%Computer and TechnologyDEODiageo$723,622$191,191 ▲35.9%7,1760.3%Consumer StaplesADBEAdobe$699,479$242,961 ▲53.2%1,8080.3%Computer and TechnologyABNBAirbnb$676,390$676,390 ▲New Holding5,1110.3%Consumer DiscretionaryEMCEMC$676,284$794,564 ▼-54.0%23,0650.3%VOEVanguard Mid-Cap Value ETF$672,9770.0%4,0920.3%ETFGLDSPDR Gold Shares$670,626$83,523 ▲14.2%2,2000.3%FinanceMSIMotorola Solutions$662,676$725,748 ▼-52.3%1,5760.3%Computer and TechnologyHDHome Depot$658,440$564,220 ▼-46.1%1,7960.3%Retail/WholesaleCORCencora$630,128$25,793 ▼-3.9%2,1010.3%MedicalNUHYNuveen ESG High Yield Corporate Bond ETF$626,610$626,610 ▲New Holding28,8640.3%ETFUNHUnitedHealth Group$624,642$59,906 ▲10.6%2,0020.3%MedicalFTLSFirst Trust Long/Short Equity ETF$614,307$125,539 ▲25.7%9,2680.3%ETFQQQInvesco QQQ$607,627$7,175 ▲1.2%1,1010.3%FinanceWMTWalmart$601,445$638,113 ▼-51.5%6,1510.3%Retail/WholesaleShowing largest 100 holdings. 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