Crux Wealth Advisors Purchases in Q4 2024

Crux Wealth Advisors

  • $180 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
51K
New
$117.0 - $148.88 $5.97M - $7.6M
51K $6.85B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
79.4K
New
$80.93 - $85.66 $6.43M - $6.8M
79.4K $6.43B
MSFT
Microsoft Corp

Technology
14.6K
New
$406.35 - $454.46 $5.94M - $6.64M
14.6K $6.16B
AMZN
Amazon Com Inc

Consumer Cyclical
22.1K
New
$180.88 - $232.93 $4M - $5.15M
22.1K $4.85B
AAPL
Apple Inc.

Technology
17.7K
New
$221.69 - $259.02 $3.93M - $4.59M
17.7K $4.44B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.13K
New
$521.84 - $558.82 $3.72M - $3.98M
7.13K $3.84B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
31.3K
New
$118.0 - $127.04 $3.69M - $3.97M
31.3K $3.8B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
88.4K
New
$42.84 - $45.38 $3.79M - $4.01M
88.4K $3.8B
AVGO
Broadcom Inc.

Technology
16.4K
New
$159.67 - $250.0 $2.61M - $4.09M
16.4K $3.79B
VTI
Vanguard Total Stock Market Et

ETFs
12.7K
New
$280.04 - $302.45 $3.56M - $3.85M
12.7K $3.69B
META
Meta Platforms, Inc.

Communication Services
5.85K
New
$554.08 - $632.68 $3.24M - $3.7M
5.85K $3.43B
FNX
First Tr Mid Cap Core Alphadex

ETFs
27.1K
New
$114.77 - $127.28 $3.1M - $3.44M
27.1K $3.13B
HMOP
Hartford Fds Exchange Traded T

ETFs
80.1K
New
$38.56 - $39.45 $3.09M - $3.16M
80.1K $3.1B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.5K
New
$96.64 - $101.23 $3.04M - $3.19M
31.5K $3.05B
FLQL
Franklin Templeton ETF Tr Libe

ETFs
49.7K
New
$57.47 - $61.21 $2.86M - $3.04M
49.7K $2.91B
FVD
First Tr Value Line Divid Inde

ETFs
66.3K
New
$43.4 - $46.7 $2.88M - $3.09M
66.3K $2.89B
RODM
Hartford Multifactor Developed

ETFs
96.6K
New
$28.36 - $30.42 $2.74M - $2.94M
96.6K $2.75B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.96K
New
$442.29 - $483.08 $2.63M - $2.88M
5.96K $2.7B
EZM
Wisdomtree U.S. Midcap Fund

ETFs
42.1K
New
$61.21 - $68.19 $2.58M - $2.87M
42.1K $2.63B
SCHG
Schwab Strategic Tr Us Large C

ETFs
93.6K
New
$25.93 - $105.3 $2.43M - $9.85M
93.6K $2.61B
GOOGL
Alphabet Inc.

Communication Services
13K
New
$161.86 - $196.66 $2.1M - $2.55M
13K $2.45B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
26.1K
New
N/A
26.1K $2.42B
VO
Vanguard Mid Cap ETF

ETFs
9.09K
New
$261.5 - $284.63 $2.38M - $2.59M
9.09K $2.4B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
45.8K
New
$50.06 - $55.0 $2.29M - $2.52M
45.8K $2.3B
ETN
Eaton Corp PLC

Industrials
6.82K
New
$326.96 - $377.52 $2.23M - $2.58M
6.82K $2.26B
VXF
Vanguard Extended Market ETF

ETFs
11.2K
New
$179.17 - $207.15 $2M - $2.32M
11.2K $2.12B
MSI
Motorola Solutions, Inc.

Technology
4.43K
New
$449.08 - $504.6 $1.99M - $2.24M
4.43K $2.05B
V
Visa Inc.

Financial Services
6.32K
New
$273.87 - $320.91 $1.73M - $2.03M
6.32K $2B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
34.8K
New
$51.33 - $53.74 $1.79M - $1.87M
34.8K $1.79B
HD
Home Depot, Inc.

Consumer Cyclical
4.58K
New
$385.02 - $431.37 $1.76M - $1.98M
4.58K $1.78B
BKNG
Booking Holdings Inc.

Consumer Cyclical
340
New
$4100.99 - $5300.34 $1.39M - $1.8M
340 $1.69B
Global X Fds
64.6K
New
N/A
64.6K $1.68B
VUG
Vanguard Growth ETF

ETFs
4.02K
New
$378.79 - $428.11 $1.52M - $1.72M
4.02K $1.65B
WMT
Walmart Inc.

Consumer Defensive
17.3K
New
$79.1 - $95.7 $1.37M - $1.65M
17.3K $1.56B
CB
Chubb LTD

Financial Services
4.99K
New
$271.57 - $301.89 $1.35M - $1.51M
4.99K $1.38B
CRM
Salesforce, Inc.

Technology
4.12K
New
$270.87 - $367.87 $1.12M - $1.52M
4.12K $1.38B
IVV
Ishares Core S&P 500 ETF

ETFs
2.28K
New
$570.51 - $610.59 $1.3M - $1.39M
2.28K $1.34B
IVW
Ishares S&P 500 Growth ETF

ETFs
13K
New
$94.43 - $105.47 $1.23M - $1.37M
13K $1.32B
MRK
Merck & Co., Inc.

Healthcare
13.3K
New
$96.31 - $114.76 $1.28M - $1.52M
13.3K $1.32B
IQV
Iqvia Holdings Inc.

Healthcare
6.62K
New
$190.97 - $236.63 $1.26M - $1.57M
6.62K $1.3B
APD
Air Products & Chemicals, Inc.

Basic Materials
4.46K
New
$285.5 - $335.62 $1.27M - $1.5M
4.46K $1.29B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
16K
New
$79.93 - $88.06 $1.28M - $1.41M
16K $1.28B
VIG
Vanguard Dividend Appreciation

ETFs
6.51K
New
N/A
6.51K $1.27B
SCHW
Schwab Charles Corp

Financial Services
16.9K
New
$63.31 - $82.85 $1.07M - $1.4M
16.9K $1.25B
MPC
Marathon Petroleum Corp

Energy
8.72K
New
$131.65 - $174.84 $1.15M - $1.52M
8.72K $1.22B
SYK
Stryker Corp

Healthcare
3.34K
New
$345.14 - $392.15 $1.15M - $1.31M
3.34K $1.2B
TT
Trane Technologies PLC

Industrials
3.22K
New
$369.35 - $419.14 $1.19M - $1.35M
3.22K $1.19B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
27.9K
New
$41.64 - $45.75 $1.16M - $1.28M
27.9K $1.17B
CMCSA
Comcast Corp

Communication Services
30.6K
New
$37.39 - $45.14 $1.14M - $1.38M
30.6K $1.15B
Activity Summary
Buys All Purchases 150 New Holdings 150 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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