Crux Wealth Advisors Portfolio Holdings by Sector

Crux Wealth Advisors

$180 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DGRW VOO SUSA FIXD FNX HMOP AGG FLQL 52 stocks	$75 Million 42.12% of portfolio	52	-	52	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM ADI NXPI AMD QCOM 7 stocks	$14.4 Million 8.07% of portfolio	7	-	7	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL CHKP ADBE 4 stocks	$8.11 Million 4.56% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$6.96 Million 3.91% of portfolio	3	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$5.22 Million 2.93% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC 3 stocks	$4.6 Million 2.58% of portfolio	3	-	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.44 Million 2.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.69 Million 2.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK MDT EW STE DXCM 5 stocks	$3.32 Million 1.87% of portfolio	5	-	5	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$2.87 Million 1.61% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK JNJ NVS SNY 4 stocks	$2.84 Million 1.6% of portfolio	4	-	4	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.7 Million 1.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$2.26 Million 1.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$2.25 Million 1.27% of portfolio	2	-	2	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME ICE SPGI 3 stocks	$2.18 Million 1.23% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Application \| Technology CRM ADSK NOW 3 stocks	$2.03 Million 1.14% of portfolio	3	-	3	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI SBUX MCD 3 stocks	$1.97 Million 1.1% of portfolio	3	-	3	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ 2 stocks	$1.86 Million 1.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB ALL 2 stocks	$1.83 Million 1.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT JCI 2 stocks	$1.83 Million 1.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$1.8 Million 1.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1.78 Million 1.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$1.69 Million 0.95% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$1.68 Million 0.94% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL 2 stocks	$1.5 Million 0.84% of portfolio	2	-	2	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare IQV 1 stocks	$1.3 Million 0.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy DVN COP FANG 3 stocks	$1.29 Million 0.72% of portfolio	3	-	3	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$1.25 Million 0.7% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$1.22 Million 0.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1.21 Million 0.68% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX CPRT 2 stocks	$1.07 Million 0.6% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV 1 stocks	$1.04 Million 0.58% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$935,697 0.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$833,713 0.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities PEG NEE 2 stocks	$810,254 0.46% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBY AZO 2 stocks	$764,891 0.43% of portfolio	2	-	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$760,075 0.43% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LHX GD 2 stocks	$742,126 0.42% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC MCK 2 stocks	$729,717 0.41% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$664,648 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$567,156 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$547,570 0.31% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate STWD 1 stocks	$449,751 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL 1 stocks	$374,504 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$355,850 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services BK 1 stocks	$353,408 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy HAL 1 stocks	$344,408 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$314,665 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$307,928 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$292,073 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$278,064 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$236,742 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare ARDX 1 stocks	$118,202 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology NOVA 1 stocks	$35,428 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services LYG 1 stocks	$27,695 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crux Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Crux Wealth Advisors with notifications on news.

Account

Crux Wealth Advisors Portfolio Holdings by Sector

Crux Wealth Advisors

Track Crux Wealth Advisors Portfolio

Portfolio Update

News