Crux Wealth Advisors Portfolio Holdings by Sector

Crux Wealth Advisors

$252 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs BKAG SPYG BKLC DGRW SPYX VOO NULV ESGD 75 stocks	$117 Million 49.23% of portfolio	39	36	3	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM ADI QCOM AMD NXPI 7 stocks	$15.6 Million 6.57% of portfolio	4	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$11.8 Million 4.94% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP ADBE 4 stocks	$10.6 Million 4.46% of portfolio	3	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$6.48 Million 2.73% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$6.23 Million 2.62% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$5.08 Million 2.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$3.92 Million 1.65% of portfolio	2	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG ABNB 2 stocks	$3.86 Million 1.62% of portfolio	2	-	-	-	0 Calls 0 Puts

Capital Markets \| Financial Services SCHW GS 2 stocks	$3.55 Million 1.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.3 Million 1.39% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.19 Million 1.34% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare NVS SNY MRK JNJ 4 stocks	$2.99 Million 1.26% of portfolio	3	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare MDT SYK 2 stocks	$2.75 Million 1.16% of portfolio	2	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$2.62 Million 1.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH 2 stocks	$2.21 Million 0.93% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD RTX 2 stocks	$1.99 Million 0.84% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1.96 Million 0.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM ADSK 2 stocks	$1.87 Million 0.79% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.86 Million 0.78% of portfolio	2	-	1	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK ABC 2 stocks	$1.79 Million 0.75% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ 2 stocks	$1.78 Million 0.75% of portfolio	1	1	-	-	0 Calls 0 Puts

Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$1.74 Million 0.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$1.57 Million 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$1.55 Million 0.65% of portfolio	2	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD DRI 3 stocks	$1.54 Million 0.65% of portfolio	1	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services BK 1 stocks	$1.33 Million 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$1.32 Million 0.56% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$1.27 Million 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$1.27 Million 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT MAS JCI 3 stocks	$1.19 Million 0.5% of portfolio	2	1	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$1.17 Million 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts

Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$1.13 Million 0.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services OMC 1 stocks	$1.06 Million 0.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$941,338 0.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$878,536 0.37% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$724,054 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI 1 stocks	$718,253 0.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME ICE 2 stocks	$628,153 0.26% of portfolio	-	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$579,217 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$575,584 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$543,956 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$518,959 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate STWD 1 stocks	$494,447 0.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$454,018 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB 1 stocks	$433,080 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$358,301 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$300,317 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$296,360 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$274,162 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$239,497 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare ARDX CDXS 2 stocks	$186,666 0.08% of portfolio	2	-	1	-	0 Calls 0 Puts

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Crux Wealth Advisors Portfolio Holdings by Sector

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