Crux Wealth Advisors Reduced Holdings in Q4 2025

Crux Wealth Advisors

  • $269 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-101
- 2.58%
$470.44 - $504.26 $47.5K - $50.9K
3.82K $1.86B
MCD
Mcdonalds Corp

Consumer Cyclical
-52
- 5.16%
$293.81 - $310.11 $15.3K - $16.1K
956 $292M
ADBE
Adobe Inc.

Technology
-24
- 1.24%
$325.07 - $359.91 $7.8K - $8.64K
1.92K $670M
TJX
Tjx Companies Inc

Consumer Cyclical
-222
- 8.96%
$138.56 - $147.63 $30.8K - $32.8K
2.26K $347M
WMT
Walmart Inc.

Consumer Defensive
-566
- 8.92%
$101.18 - $109.03 $57.3K - $61.7K
5.78K $644M
FIW
First Trust Water ETF

ETFs
-8
- 0.38%
$110.5 - $115.7 $884 - $926
2.1K $228M
SBUX
Starbucks Corp

Consumer Cyclical
-39
- 0.34%
$78.46 - $87.26 $3.06K - $3.4K
11.4K $962M
MDT
Medtronic PLC

Healthcare
-197
- 1.25%
$90.06 - $98.43 $17.7K - $19.4K
15.5K $1.49B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-70
- 1.26%
$52.54 - $55.77 $3.68K - $3.9K
5.47K $294M
IEFA
Ishares Tr

ETFs
-132
- 4.58%
$86.09 - $89.88 $11.4K - $11.9K
2.75K $246M
JNJ
Johnson & Johnson

Healthcare
-201
- 11.37%
$185.98 - $199.58 $37.4K - $40.1K
1.57K $324M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-111
- 2.29%
$53.25 - $56.36 $5.91K - $6.26K
4.74K $270M
IVV
Ishares Core S&P 500 ETF

ETFs
-43
- 2.31%
$656.2 - $690.71 $28.2K - $29.7K
1.82K $1.24B
VB
Vanguard Small Cap ETF

ETFs
-14
- 1.74%
$248.1 - $260.08 $3.47K - $3.64K
789 $204M
CB
Chubb LTD

Financial Services
-140
- 9.13%
$268.2 - $296.22 $37.5K - $41.5K
1.39K $435M
PEP
Pepsico Inc

Consumer Defensive
-51
- 1.58%
$138.84 - $153.71 $7.08K - $7.84K
3.18K $457M
BKSE
Bny Mellon ETF Tr Us Small Cap

ETFs
-83
- 1.41%
$106.84 - $113.1 $8.87K - $9.39K
5.8K $652M
QCOM
Qualcomm Inc

Technology
-62
- 1.2%
$153.59 - $187.68 $9.52K - $11.6K
5.12K $875M
SNY
Sanofi

Healthcare
-126
- 0.66%
$48.09 - $52.34 $6.06K - $6.59K
18.9K $915M
V
Visa Inc.

Financial Services
-135
- 1.86%
$325.75 - $352.42 $44K - $47.6K
7.13K $2.5B
AVGO
Broadcom Inc.

Technology
-269
- 3.76%
$324.63 - $385.98 $87.3K - $104K
6.88K $2.38B
MRK
Merck & Co., Inc.

Healthcare
-574
- 12.44%
$82.49 - $92.93 $47.3K - $53.3K
4.04K $425M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-742
- 0.8%
$31.41 - $33.69 $23.3K - $25K
92.2K $3.01B
ABC
Amerisourcebergen Corp

Healthcare
-39
- 1.76%
N/A
2.18K $735M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-447
- 5.74%
$280.66 - $305.09 $125K - $136K
7.34K $2.23B
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-1.02K
- 1.18%
$53.81 - $56.64 $55K - $57.9K
85.7K $4.82B
BAC
Bank Of America Corp

Financial Services
-71
- 0.38%
$48.65 - $54.11 $3.45K - $3.84K
18.6K $1.03B
MCK
Mckesson Corp

Healthcare
-8
- 0.57%
$738.06 - $859.37 $5.9K - $6.87K
1.41K $1.15B
AMD
Advanced Micro Devices Inc

Technology
-93
- 5.57%
$164.01 - $264.33 $15.3K - $24.6K
1.58K $338M
ABNB
Airbnb, Inc.

Consumer Cyclical
-94
- 1.66%
$117.6 - $129.07 $11.1K - $12.1K
5.57K $756M
AAPL
Apple Inc.

Technology
-532
- 4.24%
$245.27 - $275.25 $130K - $146K
12K $3.26B
BK
Bank Of New York Mellon Corp

Financial Services
-90
- 0.74%
$104.54 - $112.64 $9.41K - $10.1K
12.1K $1.4B
NVS
Novartis Ag

Healthcare
-46
- 0.43%
$121.8 - $132.39 $5.6K - $6.09K
10.7K $1.48B
XOM
Exxon Mobil Corp

Energy
-95
- 0.65%
$110.64 - $119.78 $10.5K - $11.4K
14.5K $1.75B
CRM
Salesforce, Inc.

Technology
-77
- 1.77%
$235.69 - $263.41 $18.1K - $20.3K
4.27K $1.13B
ELV
Elevance Health, Inc.

Healthcare
-17
- 0.37%
$303.78 - $362.34 $5.16K - $6.16K
4.56K $1.6B
ADI
Analog Devices Inc

Technology
-94
- 1.46%
$225.32 - $246.37 $21.2K - $23.2K
6.34K $1.72B
SCHW
Schwab Charles Corp

Financial Services
-108
- 0.31%
$91.91 - $97.71 $9.93K - $10.6K
34.6K $3.45B
AMZN
Amazon Com Inc

Consumer Cyclical
-205
- 0.81%
$213.04 - $254.0 $43.7K - $52.1K
25.2K $5.81B
AMAT
Applied Materials Inc

Technology
-106
- 1.25%
$209.95 - $240.89 $22.3K - $25.5K
8.39K $2.15B
GOOG
Alphabet Inc.

Communication Services
-318
- 2.68%
$237.49 - $291.74 $75.5K - $92.8K
11.5K $3.62B
GOOGL
Alphabet Inc.

Communication Services
-540
- 4.01%
$236.57 - $291.31 $128K - $157K
12.9K $4.05B
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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