Crux Wealth Advisors Sells in Q4 2025

Crux Wealth Advisors

  • $269 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-3.81K
- 37.9%
$321.8 - $337.95 $1.22M - $1.29M
6.24K $2.09B
MSFT
Microsoft Corp

Technology
-734
- 4.87%
$496.82 - $542.07 $365K - $398K
14.3K $6.93B
VXF
Vanguard Extended Market ETF

ETFs
-3.66K
- 44.41%
$204.22 - $215.05 $747K - $787K
4.58K $958M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-7.33K
- 37.21%
N/A
12.4K $1.28B
FNX
First Tr Mid Cap Core Alphadex

ETFs
-5K
- 65.53%
$121.18 - $127.07 $605K - $635K
2.63K $331M
FVD
First Tr Value Line Divid Inde

ETFs
-13.2K
- 28.99%
$45.0 - $46.25 $594K - $611K
32.4K $1.49B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.04K
- 40.56%
$99.87 - $101.27 $603K - $612K
8.85K $884M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-6.73K
- 48.49%
$88.45 - $91.41 $595K - $615K
7.15K $654M
RODM
Hartford Multifactor Developed

ETFs
-15.1K
- 26.09%
$34.98 - $36.49 $527K - $550K
42.7K $1.58B
UNH
Unitedhealth Group Inc

Healthcare
-1.28K
- 60.49%
$320.52 - $369.92 $410K - $473K
836 $276M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-4.95K
- 8.99%
$87.0 - $90.6 $431K - $449K
50.1K $4.48B
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-6.08K
- 19.9%
$63.24 - $66.46 $384K - $404K
24.5K $1.64B
BKCI
Bny Mellon ETF Tr Concentrated
-7.25K
- 9.32%
$51.05 - $53.08 $370K - $385K
70.5K $3.64B
FLQL
Franklin Templeton ETF Tr Libe

ETFs
-5.38K
- 25.36%
$66.54 - $69.97 $358K - $377K
15.8K $1.1B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.46K
- 11.77%
$91.84 - $96.06 $409K - $428K
33.4K $3.18B
NVDA
Nvidia Corp

Technology
-1.59K
- 3.64%
$179.83 - $207.04 $286K - $329K
42.1K $7.85B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-5.37K
- 33.95%
$47.97 - $49.62 $258K - $267K
10.5K $514M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-4.47K
- 14.71%
$53.68 - $54.54 $240K - $244K
25.9K $1.4B
ETN
Eaton Corp PLC

Industrials
-187
- 7.44%
$352.39 - $387.75 $65.9K - $72.5K
2.33K $741M
HMOP
Hartford Fds Exchange Traded T

ETFs
-5.27K
- 7.16%
$38.92 - $39.33 $205K - $207K
68.3K $2.67B
MSI
Motorola Solutions, Inc.

Technology
-145
- 9.23%
$379.98 - $462.26 $55.1K - $67K
1.43K $547M
VO
Vanguard Mid Cap ETF

ETFs
-453
- 7.19%
$286.27 - $296.23 $130K - $134K
5.84K $1.7B
HD
Home Depot, Inc.

Consumer Cyclical
-172
- 12.04%
$358.03 - $397.02 $61.6K - $68.3K
1.26K $433M
APD
Air Products & Chemicals, Inc.

Basic Materials
-204
- 5.82%
$237.56 - $271.47 $48.5K - $55.4K
3.3K $815M
VEEV
Veeva Systems Inc

Healthcare
-4
- 0.23%
$283.73 - $306.22 $1.13K - $1.22K
1.74K $388M
MPC
Marathon Petroleum Corp

Energy
-241
- 8.07%
$180.89 - $200.13 $43.6K - $48.2K
2.75K $446M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-3.12K
- 22.22%
$41.14 - $42.95 $128K - $134K
10.9K $475M
FLJP
Franklin Templeton ETF Tr

ETFs
-3.05K
- 13.19%
$33.71 - $36.09 $103K - $110K
20.1K $692M
TT
Trane Technologies PLC

Industrials
-117
- 10.68%
$408.5 - $448.65 $47.8K - $52.5K
978 $380M
FDL
First Tr Morningstar Dividend

ETFs
-1.93K
- 24.65%
$42.27 - $43.9 $81.5K - $84.7K
5.9K $261M
ADSK
Autodesk, Inc.

Technology
-46
- 1.74%
N/A
2.59K $767M
SYK
Stryker Corp

Healthcare
-23
- 0.68%
$353.81 - $388.35 $8.14K - $8.93K
3.36K $1.18B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 1.02%
$4804.01 - $5424.55 $28.8K - $32.5K
581 $3.11B
VZ
Verizon Communications Inc

Communication Services
-729
- 10.49%
$38.4 - $43.83 $28K - $32K
6.22K $253M
BKIE
Bny Mellon ETF Tr Internationa

ETFs
-1.12K
- 5.82%
$87.79 - $91.95 $98.5K - $103K
18.2K $1.68B
MA
Mastercard Inc

Financial Services
-70
- 2.76%
$536.85 - $580.45 $37.6K - $40.6K
2.46K $1.41B
ICE
Intercontinental Exchange, Inc.

Financial Services
-153
- 10.53%
$145.59 - $162.64 $22.3K - $24.9K
1.3K $211M
DIS
Walt Disney CO

Communication Services
-222
- 1.94%
$105.69 - $116.65 $23.5K - $25.9K
11.2K $1.27B
CME
Cme Group Inc.

Financial Services
-126
- 8.88%
$261.53 - $285.04 $33K - $35.9K
1.29K $353M
DRI
Darden Restaurants Inc

Consumer Cyclical
-112
- 8.05%
$171.59 - $193.49 $19.2K - $21.7K
1.28K $235M
JPM
Jpmorgan Chase & CO

Financial Services
-320
- 2.88%
$294.11 - $320.41 $94.1K - $103K
10.8K $3.47B
IWP
Ishares Russell Mid Cap Growth

ETFs
-102
- 5.69%
$136.84 - $145.3 $14K - $14.8K
1.69K $232M
GD
General Dynamics Corp

Industrials
-16
- 0.38%
$330.59 - $353.77 $5.29K - $5.66K
4.18K $1.41B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-44
- 0.44%
$475.68 - $513.11 $20.9K - $22.6K
10.1K $5.06B
COST
Costco Wholesale Corp

Consumer Defensive
-9
- 3.7%
$910.94 - $954.99 $8.2K - $8.59K
234 $202M
ECL
Ecolab Inc.

Basic Materials
-19
- 1.42%
$253.06 - $281.35 $4.81K - $5.35K
1.32K $347M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-585
- 7.54%
$29.21 - $29.73 $17.1K - $17.4K
7.18K $211M
UNP
Union Pacific Corp

Industrials
-63
- 6.22%
$216.37 - $237.41 $13.6K - $15K
950 $220M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-333
- 2.51%
$40.28 - $40.85 $13.4K - $13.6K
12.9K $521M
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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