Crux Wealth Advisors Purchases in Q4 2024

Crux Wealth Advisors

  • $180 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.1K
New
$44.04 - $49.49 $444K - $499K
10.1K $444M
ADSK
Autodesk, Inc.

Technology
1.5K
New
N/A
1.5K $442M
ABC
Amerisourcebergen Corp

Healthcare
1.96K
New
N/A
1.96K $439M
GLD
Spdr Gold Trust

ETFs
1.76K
New
$236.59 - $257.5 $416K - $453K
1.76K $426M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.69K
New
$113.92 - $127.38 $420K - $470K
3.69K $425M
PEG
Public Service Enterprise Group Inc

Utilities
5.02K
New
$81.87 - $94.51 $411K - $474K
5.02K $424M
FTLS
First Tr Long/Short Equity ETF

ETFs
6.25K
New
$63.1 - $67.29 $394K - $420K
6.25K $411M
LHX
L3 Harris Technologies, Inc.

Industrials
1.93K
New
$208.94 - $264.22 $403K - $510K
1.93K $406M
NVS
Novartis Ag

Healthcare
4.13K
New
$96.78 - $117.18 $400K - $484K
4.13K $402M
BAC
Bank Of America Corp

Financial Services
8.94K
New
$39.22 - $47.77 $351K - $427K
8.94K $393M
COP
Conocophillips

Energy
3.88K
New
$95.12 - $114.72 $369K - $445K
3.88K $385M
UL
Unilever PLC

Consumer Defensive
6.61K
New
$56.7 - $64.64 $375K - $427K
6.61K $375M
STE
Steris PLC

Healthcare
1.82K
New
$204.34 - $235.7 $372K - $429K
1.82K $374M
EBAY
Ebay Inc

Consumer Cyclical
5.95K
New
$57.51 - $67.17 $342K - $399K
5.95K $368M
ADBE
Adobe Inc.

Technology
816
New
$437.39 - $552.96 $357K - $451K
816 $363M
ADP
Automatic Data Processing Inc

Industrials
1.22K
New
$280.08 - $307.97 $341K - $374K
1.22K $356M
BK
Bank Of New York Mellon Corp

Financial Services
4.6K
New
$70.82 - $81.87 $326K - $377K
4.6K $353M
HAL
Halliburton CO

Energy
12.7K
New
$25.77 - $31.99 $326K - $405K
12.7K $344M
GD
General Dynamics Corp

Industrials
1.28K
New
$260.28 - $314.03 $332K - $401K
1.28K $336M
VB
Vanguard Small Cap ETF

ETFs
1.36K
New
$233.76 - $261.58 $318K - $356K
1.36K $327M
FANG
Diamondback Energy, Inc.

Energy
1.94K
New
$153.06 - $199.5 $297K - $387K
1.94K $318M
HON
Honeywell International Inc

Industrials
1.39K
New
$202.84 - $236.0 $283K - $329K
1.39K $315M
XLK
Technology Sector Spdr

ETFs
1.34K
New
$220.26 - $241.44 $296K - $324K
1.34K $312M
MGC
Vanguard Mega Cap ETF

ETFs
1.47K
New
$204.21 - $220.18 $299K - $323K
1.47K $312M
SNY
Sanofi

Healthcare
6.4K
New
$45.89 - $57.31 $294K - $367K
6.4K $308M
DAL
Delta Air Lines, Inc.

Industrials
5.09K
New
$47.46 - $65.77 $242K - $335K
5.09K $308M
RFEM
First Trust Iii Riverfront Dyn

ETFs
4.64K
New
$62.89 - $68.65 $292K - $318K
4.64K $293M
DE
Deere & CO

Industrials
689
New
$389.45 - $466.0 $268K - $321K
689 $292M
MCK
Mckesson Corp

Healthcare
510
New
$482.27 - $628.5 $246K - $321K
510 $291M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.01K
New
$129.96 - $144.97 $261K - $291K
2.01K $280M
BDX
Becton Dickinson & CO

Healthcare
1.23K
New
$220.02 - $243.75 $270K - $299K
1.23K $278M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.85K
New
$88.59 - $94.57 $252K - $269K
2.85K $253M
MUB
Ishares National Muni Bond ETF

ETFs
2.32K
New
$105.78 - $108.7 $245K - $252K
2.32K $247M
DXCM
Dexcom Inc

Healthcare
3.15K
New
$65.68 - $81.01 $207K - $255K
3.15K $245M
COST
Costco Wholesale Corp

Consumer Defensive
261
New
$873.59 - $994.69 $228K - $260K
261 $239M
VEEV
Veeva Systems Inc

Healthcare
1.13K
New
$201.81 - $250.45 $227K - $282K
1.13K $237M
AZO
Autozone Inc

Consumer Cyclical
72
New
$2981.19 - $3370.27 $215K - $243K
72 $231M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.44K
New
$50.53 - $55.55 $225K - $247K
4.44K $227M
CPRT
Copart Inc

Consumer Cyclical
3.93K
New
$51.36 - $63.8 $202K - $251K
3.93K $225M
FIW
First Trust Water ETF

ETFs
2.16K
New
$102.02 - $110.91 $220K - $239K
2.16K $220M
CVX
Chevron Corp

Energy
1.52K
New
$141.15 - $162.53 $214K - $247K
1.52K $220M
NOW
Service Now, Inc.

Technology
200
New
$867.18 - $1148.42 $173K - $230K
200 $212M
ECL
Ecolab Inc.

Basic Materials
876
New
$234.32 - $261.43 $205K - $229K
876 $205M
CSCO
Cisco Systems, Inc.

Technology
3.45K
New
$52.45 - $60.02 $181K - $207K
3.45K $204M
XLF
Financial Sector Spdr

ETFs
4.18K
New
$44.89 - $51.34 $188K - $215K
4.18K $202M
VTV
Vanguard Value ETF

ETFs
1.19K
New
$168.32 - $181.87 $200K - $216K
1.19K $201M
ARDX
Ardelyx, Inc.

Healthcare
23.3K
New
$4.49 - $6.85 $105K - $160K
23.3K $118M
NOVA
Sunnova Energy International Inc.

Technology
10.3K
New
$3.14 - $9.1 $32.4K - $94K
10.3K $35.4M
LYG
Lloyds Banking Group PLC

Financial Services
10.2K
New
$2.67 - $3.23 $27.2K - $32.9K
10.2K $27.7M
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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