Crux Wealth Advisors Incresed Positions in Q4 2025

Crux Wealth Advisors

  • $269 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
24.6K
+ 392.85%
$90.55 - $93.84 $2.23M - $2.31M
30.9K $2.86B
SPYG
Spdr Portfolio

ETFs
12.1K
+ 13.18%
$102.4 - $109.39 $1.24M - $1.33M
104K $11.1B
SBND
Columbia ETF Tr I Short Durati

ETFs
78.5K
+ 288.22%
$18.86 - $19.07 $1.48M - $1.5M
106K $2B
Bny Mellon ETF Trust Ii
16.7K
+ 5.21%
N/A
337K $9.77B
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
3.41K
+ 5.5%
$125.44 - $132.11 $427K - $450K
65.4K $8.55B
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
10.4K
+ 3.4%
$42.41 - $43.07 $440K - $447K
316K $13.4B
BKEM
Bny Mellon ETF Tr Emerging Mkt

ETFs
4.22K
+ 28.22%
$70.78 - $76.28 $299K - $322K
19.2K $1.44B
IQV
Iqvia Holdings Inc.

Healthcare
144
+ 1.74%
$198.17 - $223.55 $28.5K - $32.2K
8.4K $1.89B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.06K
+ 42.08%
$118.29 - $126.28 $243K - $260K
6.94K $856M
Innovator Etfs Trust
7.31K
+ 30.46%
N/A
31.3K $918M
GLD
Spdr Gold Trust

ETFs
280
+ 10.33%
$354.79 - $403.15 $99.3K - $113K
2.99K $1.19B
TSLA
Tesla, Inc.

Consumer Cyclical
406
+ 9.19%
$401.99 - $468.37 $163K - $190K
4.82K $2.17B
RVNU
Xtrackers Municipal Infrastruc

ETFs
6.89K
+ 73.99%
$24.56 - $25.03 $169K - $172K
16.2K $398M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
3.9K
+ 7.89%
$48.03 - $48.71 $187K - $190K
53.3K $2.56B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
863
+ 1.07%
$42.88 - $45.39 $37K - $39.2K
81.3K $3.66B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
12
+ 0.16%
$600.51 - $631.95 $7.21K - $7.58K
7.61K $4.77B
FTLS
First Tr Long/Short Equity ETF

ETFs
1.23K
+ 13.43%
$67.94 - $71.96 $83.4K - $88.4K
10.4K $736M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
870
+ 1.44%
$42.19 - $45.31 $36.7K - $39.4K
61.2K $2.7B
MAS
Masco Corp

Industrials
1.72K
+ 27.24%
$59.36 - $71.0 $102K - $122K
8.03K $509M
CHKP
Check Point Software Technologies LTD

Technology
723
+ 20.71%
$188.36 - $204.97 $136K - $148K
4.21K $782M
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.06%
$157.0 - $179.44 $314 - $359
3.33K $610M
BDX
Becton Dickinson & CO

Healthcare
49
+ 0.78%
$176.39 - $193.93 $8.64K - $9.5K
6.3K $1.22B
VEA
Vanguard Ftse Developed Market

ETFs
185
+ 1.2%
$59.18 - $62.09 $10.9K - $11.5K
15.7K $979M
Innovator Etfs Trust
1.26K
+ 10.96%
N/A
12.8K $415M
MUB
Ishares National Muni Bond ETF

ETFs
412
+ 6.79%
$106.36 - $107.61 $43.8K - $44.3K
6.48K $694M
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
MGC
Vanguard Mega Cap ETF

ETFs
4
+ 0.29%
$239.57 - $253.74 $958 - $1.01K
1.38K $347M
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
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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