Crux Wealth Advisors Purchases and Sells in Q3 2025

Crux Wealth Advisors

$252 Billion
Q3 2025

Top Buys

Incresed Positions

95 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BKAG	21.4K + 7.53%	$41.55 - $42.82 $888K - $916K	305K $13B
BKCI	16.4K + 26.64%	$49.4 - $52.59 $808K - $860K	77.8K $4.01B
GOOG	320 + 2.77%	$175.16 - $255.24 $56.1K - $81.7K	11.9K $2.89B
BKLC	1.49K + 2.47%	$118.33 - $128.54 $177K - $192K	62K $7.96B
TSLA	559 + 14.49%	$293.94 - $444.72 $164K - $249K	4.42K $1.96B
ESGD	5.6K + 17.35%	$87.05 - $93.19 $487K - $522K	37.9K $3.52B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MAS	6.31K New	$64.44 - $76.07 $406K - $480K	6.31K $444M
BIV	3.25K New	$76.16 - $78.59 $247K - $255K	3.25K $253M
RVNU	9.31K New	$23.46 - $24.74 $218K - $230K	9.31K $230M
CVX	1.36K New	$145.57 - $161.83 $197K - $219K	1.36K $211M
VB	803 New	$237.58 - $259.17 $191K - $208K	803 $204M
CDXS	13.4K New	$2.35 - $3.33 $31.5K - $44.7K	13.4K $32.7M

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCL	-5.61K - 53.05%	$218.96 - $328.33 $1.23M - $1.84M	4.96K $1.4B
BNY MELLON ETF TRUST II	-45.9K - 12.54%	N/A	320K $8.89B
NULV	-9.94K - 11.0%	$41.5 - $43.83 $413K - $436K	80.4K $3.52B
AGG	-2.03K - 11.98%	$97.75 - $100.75 $198K - $204K	14.9K $1.49B
FISV	-7 - 0.17%	N/A	4.22K $544M
CRM	-99 - 2.23%	$231.66 - $273.65 $22.9K - $27.1K	4.35K $1.03B

Activity Summary All Purchases 101 New Holdings 6 Increased Positions 95 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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