Crux Wealth Advisors Purchases in Q4 2025

Crux Wealth Advisors

  • $269 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
54
+ 0.81%
N/A
6.74K $1.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 1.84%
$589.5 - $635.77 $13K - $14K
1.22K $749M
ARDX
Ardelyx, Inc.

Healthcare
3.04K
+ 10.86%
$4.94 - $6.13 $15K - $18.6K
31K $181M
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.66%
$744.6 - $838.97 $1.49K - $1.68K
306 $269M
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
1.24K
+ 4.13%
$21.43 - $21.82 $26.5K - $26.9K
31.2K $673M
SCHX
Schwab Strategic Tr Us Large C

ETFs
91
+ 0.3%
$25.85 - $27.19 $2.35K - $2.47K
30.5K $822M
VOE
Vanguard Mid Cap Value Index F

ETFs
42
+ 1.02%
$169.53 - $176.53 $7.12K - $7.41K
4.16K $737M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
779
+ 2.24%
$97.52 - $102.52 $76K - $79.9K
35.6K $3.48B
VCEB
Vanguard World Fd Esg U S Corp

ETFs
317
+ 5.43%
$63.66 - $64.83 $20.2K - $20.6K
6.16K $392M
PM
Philip Morris International Inc.

Consumer Defensive
271
+ 1.68%
$144.33 - $160.86 $39.1K - $43.6K
16.4K $2.64B
XLF
Financial Sector Spdr

ETFs
25
+ 0.34%
$51.76 - $53.77 $1.29K - $1.34K
7.44K $407M
VTV
Vanguard Value ETF

ETFs
13
+ 1.09%
$182.87 - $189.72 $2.38K - $2.47K
1.2K $229M
BKMC
Bny Mellon ETF Tr Us Mid Cap C

ETFs
46
+ 0.8%
$105.69 - $109.98 $4.86K - $5.06K
5.81K $633M
OMC
Omnicom Group Inc.

Communication Services
217
+ 1.67%
$72.23 - $81.23 $15.7K - $17.6K
13.2K $1.06B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.15%
$161.21 - $171.97 $484 - $516
2.02K $339M
XLK
Technology Sector Spdr

ETFs
1.88K
+ 98.27%
$278.39 - $304.13 $522K - $571K
3.79K $545M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16
+ 0.46%
$114.27 - $121.15 $1.83K - $1.94K
3.52K $423M
DE
Deere & CO

Industrials
2
+ 0.31%
$439.11 - $480.78 $878 - $962
650 $303M
FLMI
Franklin Dynamic Municipal Bon

ETFs
179
+ 1.26%
$24.67 - $25.04 $4.42K - $4.48K
14.4K $358M
JEPI
J P Morgan Exchange Traded Fd

ETFs
60
+ 1.04%
$56.0 - $57.6 $3.36K - $3.46K
5.81K $333M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
218
+ 8.12%
$74.62 - $78.21 $16.3K - $17K
2.9K $207M
COP
Conocophillips

Energy
170
+ 1.27%
$85.66 - $95.46 $14.6K - $16.2K
13.6K $1.27B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
33
+ 0.73%
$50.22 - $52.54 $1.66K - $1.73K
4.56K $235M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11
+ 0.4%
$92.34 - $95.43 $1.02K - $1.05K
2.74K $258M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
148
+ 0.22%
$47.89 - $48.53 $7.09K - $7.18K
66.5K $3.18B
EBAY
Ebay Inc

Consumer Cyclical
29
+ 0.4%
$80.85 - $99.58 $2.34K - $2.89K
7.23K $629M
DEO
Diageo PLC

Consumer Defensive
84
+ 1.11%
$87.26 - $98.67 $7.33K - $8.29K
7.67K $662M
CMCSA
Comcast Corp

Communication Services
51
+ 0.11%
$26.98 - $31.09 $1.38K - $1.59K
47.1K $1.41B
KMX
Carmax Inc

Consumer Cyclical
67
+ 0.27%
$30.88 - $46.81 $2.07K - $3.14K
25.2K $973M
ORCL
Oracle Corp

Technology
182
+ 3.67%
$217.57 - $313.0 $39.6K - $57K
5.14K $1B
META
Meta Platforms, Inc.

Communication Services
111
+ 1.46%
$609.01 - $751.67 $67.6K - $83.4K
7.72K $5.1B
Activity Summary
Buys All Purchases 82 New Holdings 24 Increased Positions 58 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 0 Puts 0
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