Crux Wealth Advisors Sells in Q3 2025

Crux Wealth Advisors

  • $252 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
-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
Nuveen Esg Large Cap Value ETF

ETFs
-9.94K
- 11.0%
$41.5 - $43.83 $413K - $436K
80.4K $3.52B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.03K
- 11.98%
$97.75 - $100.75 $198K - $204K
14.9K $1.49B
FISV
Fiserv Inc

Technology
-7
- 0.17%
N/A
4.22K $544M
CRM
Salesforce, Inc.

Technology
-99
- 2.23%
$231.66 - $273.65 $22.9K - $27.1K
4.35K $1.03B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-2.86K
- 8.6%
$52.55 - $54.37 $150K - $155K
30.4K $1.64B
MCD
Mcdonalds Corp

Consumer Cyclical
-471
- 31.85%
$291.67 - $316.99 $137K - $149K
1.01K $306M
EBAY
Ebay Inc

Consumer Cyclical
-3.06K
- 29.82%
$75.33 - $100.77 $230K - $308K
7.2K $654M
HD
Home Depot, Inc.

Consumer Cyclical
-367
- 20.43%
$357.4 - $423.42 $131K - $155K
1.43K $579M
DRI
Darden Restaurants Inc

Consumer Cyclical
-147
- 9.56%
$184.73 - $220.27 $27.2K - $32.4K
1.39K $265M
CB
Chubb LTD

Financial Services
-176
- 10.29%
$265.99 - $289.59 $46.8K - $51K
1.53K $433M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.71K
- 11.39%
$39.58 - $40.74 $67.6K - $69.5K
13.3K $539M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-847
- 13.7%
$126.64 - $135.65 $107K - $115K
5.33K $724M
TT
Trane Technologies PLC

Industrials
-98
- 8.21%
$398.96 - $472.54 $39.1K - $46.3K
1.1K $462M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.52K
- 8.85%
$43.36 - $44.8 $65.8K - $68K
15.6K $694M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.96K
- 20.17%
$28.95 - $29.73 $56.8K - $58.3K
7.76K $231M
CME
Cme Group Inc.

Financial Services
-153
- 9.73%
$258.83 - $287.1 $39.6K - $43.9K
1.42K $383M
ICE
Intercontinental Exchange, Inc.

Financial Services
-133
- 8.39%
$167.28 - $188.45 $22.2K - $25.1K
1.45K $245M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.31K
- 19.17%
$49.43 - $54.52 $65K - $71.6K
5.54K $300M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-2.33K
- 9.88%
$62.88 - $68.43 $146K - $159K
21.2K $1.45B
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3K
- 8.98%
$24.46 - $26.5 $73.5K - $79.6K
30.5K $802M
UNP
Union Pacific Corp

Industrials
-71
- 6.55%
$214.91 - $237.16 $15.3K - $16.8K
1.01K $239M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-270
- 1.68%
$48.72 - $50.73 $13.2K - $13.7K
15.8K $781M
FTCS
First Trust Capital Strength E

ETFs
-298
- 4.54%
$89.72 - $93.74 $26.7K - $27.9K
6.26K $587M
NXPI
Nxp Semiconductors N.V.

Technology
-77
- 7.96%
$205.16 - $239.07 $15.8K - $18.4K
890 $203M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-36
- 1.3%
$92.18 - $95.14 $3.32K - $3.43K
2.73K $260M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-13
- 0.48%
$70.85 - $76.96 $921 - $1K
2.68K $204M
VZ
Verizon Communications Inc

Communication Services
-89
- 1.26%
$40.84 - $45.06 $3.63K - $4.01K
6.95K $305M
FIW
First Trust Water ETF

ETFs
-57
- 2.63%
$107.54 - $115.08 $6.13K - $6.56K
2.11K $237M
VTV
Vanguard Value ETF

ETFs
-11
- 0.92%
$175.51 - $186.57 $1.93K - $2.05K
1.19K $222M
IEFA
Ishares Tr

ETFs
-14
- 0.48%
$81.7 - $87.53 $1.14K - $1.23K
2.88K $252M
Global X Fds
-958
- 4.15%
N/A
22.1K $689M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-133
- 2.67%
$50.48 - $57.12 $6.71K - $7.6K
4.86K $271M
IVW
Ishares S&P 500 Growth ETF

ETFs
-310
- 5.97%
$108.97 - $121.65 $33.8K - $37.7K
4.89K $590M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-142
- 3.89%
$108.46 - $120.63 $15.4K - $17.1K
3.51K $417M
MGC
Vanguard Mega Cap ETF

ETFs
-21
- 1.5%
$224.2 - $245.55 $4.71K - $5.16K
1.38K $337M
FTLS
First Tr Long/Short Equity ETF

ETFs
-125
- 1.35%
$65.78 - $69.95 $8.22K - $8.74K
9.14K $640M
TJX
Tjx Companies Inc

Consumer Cyclical
-190
- 7.12%
$121.35 - $144.54 $23.1K - $27.5K
2.48K $358M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-17
- 0.12%
$39.39 - $42.09 $670 - $716
14K $587M
FVD
First Tr Value Line Divid Inde

ETFs
-896
- 1.93%
$44.73 - $46.86 $40.1K - $42K
45.6K $2.11B
JNJ
Johnson & Johnson

Healthcare
-178
- 9.15%
$155.17 - $185.42 $27.6K - $33K
1.77K $328M
RODM
Hartford Multifactor Developed

ETFs
-1.51K
- 2.54%
$33.53 - $35.95 $50.5K - $54.1K
57.8K $2.05B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-729
- 3.57%
N/A
19.7K $1.95B
FNX
First Tr Mid Cap Core Alphadex

ETFs
-374
- 4.68%
$115.08 - $126.88 $43K - $47.5K
7.62K $956M
FLJP
Franklin Templeton ETF Tr

ETFs
-557
- 2.35%
$30.82 - $35.17 $17.2K - $19.6K
23.1K $799M
VEA
Vanguard Ftse Developed Market

ETFs
-112
- 0.72%
$56.02 - $60.3 $6.27K - $6.75K
15.5K $928M
VO
Vanguard Mid Cap ETF

ETFs
-168
- 2.6%
$279.83 - $293.74 $47K - $49.3K
6.3K $1.85B
MSI
Motorola Solutions, Inc.

Technology
-5
- 0.32%
$408.73 - $490.3 $2.04K - $2.45K
1.57K $718M
Activity Summary
Buys All Purchases 101 New Holdings 6 Increased Positions 95 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Crux Wealth Advisors Portfolio

Follow Crux Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crux Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Crux Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email