Crux Wealth Advisors Top Holdings and 13F Report (2025)

About Crux Wealth Advisors

Investment Activity

Crux Wealth Advisors has $192.11 million in total holdings as of March 31, 2025.
Crux Wealth Advisors owns shares of 168 different stocks, but just 78 companies or ETFs make up 80% of its holdings.
Approximately 18.33% of the portfolio was purchased this quarter.
About 8.77% of the portfolio was sold this quarter.
This quarter, Crux Wealth Advisors has purchased 150 new stocks and bought additional shares in 63 stocks.
Crux Wealth Advisors sold shares of 76 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

WisdomTree U.S. Quality Dividend Growth Fund: $6,340,799
Microsoft: $5,684,857
BNY Mellon Core Bond ETF: $5,430,875
NVIDIA: $4,935,497
Berkshire Hathaway: $4,235,076

Largest New Holdings this Quarter

09661T602 - BNY Mellon Core Bond ETF: $5,430,875 Holding
78464A409 - SPDR Portfolio S&P 500 Growth ETF: $3,351,739 Holding
09661T107 - BNY Mellon US Large Cap Core Equity ETF: $3,014,142 Holding
05613H100 - BNY MELLON ETF TRUST II: $2,920,843 Holding
09661T834 - BNY Mellon Concentrated International ETF: $1,294,010 Holding

Largest Purchases this Quarter

BNY Mellon Core Bond ETF: 128,908 shares (about $5.43M)
SPDR Portfolio S&P 500 Growth ETF: 41,704 shares (about $3.35M)
BNY Mellon US Large Cap Core Equity ETF: 28,350 shares (about $3.01M)
BNY MELLON ETF TRUST II: 115,494 shares (about $2.92M)
BNY Mellon Concentrated International ETF: 27,077 shares (about $1.29M)

Largest Sales this Quarter

First Trust TCW Opportunistic Fixed Income ETF: 37,129 shares (about $1.63M)
First Trust Mid Cap Core AlphaDEX Fund: 7,799 shares (about $849.95K)
FT Vest S&P 500 Dividend Aristocrats Target Income ETF: 15,670 shares (about $791.65K)
Broadcom: 3,798 shares (about $635.88K)
NVIDIA: 5,497 shares (about $595.76K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$6,340,799	$639 ▼	0.0%	79,399	3.3%	Manufacturing
MSFT Microsoft	$5,684,857	$196,327 ▲	3.6%	15,144	3.0%	Computer and Technology
BKAG BNY Mellon Core Bond ETF	$5,430,875	$5,430,875 ▲	New Holding	128,908	2.8%	ETF
NVDA NVIDIA	$4,935,497	$595,762 ▼	-10.8%	45,539	2.6%	Computer and Technology
BRK.B Berkshire Hathaway	$4,235,076	$1,062,497 ▲	33.5%	7,952	2.2%	Finance
AMZN Amazon.com	$4,099,913	$104,643 ▼	-2.5%	21,549	2.1%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$3,826,553	$162,395 ▲	4.4%	7,446	2.0%	ETF
AAPL Apple	$3,686,890	$248,562 ▼	-6.3%	16,598	1.9%	Computer and Technology
META Meta Platforms	$3,648,827	$276,645 ▲	8.2%	6,331	1.9%	Computer and Technology
SUSA iShares MSCI USA ESG Select ETF	$3,520,402	$73,402 ▼	-2.0%	30,647	1.8%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,351,739	$3,351,739 ▲	New Holding	41,704	1.7%	ETF
VTI Vanguard Total Stock Market ETF	$3,319,070	$179,476 ▼	-5.1%	12,076	1.7%	ETF
JPM JPMorgan Chase & Co.	$3,237,982	$357,405 ▼	-9.9%	13,200	1.7%	Finance
BKLC BNY Mellon US Large Cap Core Equity ETF	$3,014,142	$3,014,142 ▲	New Holding	28,350	1.6%	ETF
FVD First Trust Value Line Dividend Index Fund	$2,924,419	$29,652 ▼	-1.0%	65,585	1.5%	ETF
BNY MELLON ETF TRUST II	$2,920,843	$2,920,843 ▲	New Holding	115,494	1.5%	DYNAMIC VALUE
FLQL Franklin U.S. Large Cap Multifactor Index ETF	$2,905,718	$101,762 ▲	3.6%	51,483	1.5%	ETF
HMOP Hartford Municipal Opportunities ETF	$2,895,264	$182,985 ▼	-5.9%	75,299	1.5%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$2,761,970	$351,763 ▼	-11.3%	27,921	1.4%	Finance
RODM Hartford Multifactor Developed Markets (ex-US) ETF	$2,721,704	$272,372 ▼	-9.1%	87,825	1.4%	ETF
EZM WisdomTree U.S. MidCap Fund	$2,477,552	$30,813 ▼	-1.2%	41,570	1.3%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$2,314,011	$28,996 ▼	-1.2%	92,413	1.2%	ETF
VO Vanguard Mid-Cap ETF	$2,291,334	$59,223 ▼	-2.5%	8,860	1.2%	ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$2,248,876	$1,627,747 ▼	-42.0%	51,297	1.2%	Manufacturing
V Visa	$2,203,790	$12,267 ▼	-0.6%	6,288	1.1%	Business Services
MOAT VanEck Morningstar Wide Moat ETF	$2,152,263	$146,605 ▼	-6.4%	24,458	1.1%	ETF
AVGO Broadcom	$2,101,843	$635,877 ▼	-23.2%	12,554	1.1%	Computer and Technology
FNX First Trust Mid Cap Core AlphaDEX Fund	$2,098,444	$849,949 ▼	-28.8%	19,255	1.1%	Manufacturing
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$2,096,675	$268,643 ▲	14.7%	39,921	1.1%	Manufacturing
BKNG Booking	$1,969,295	$401,238 ▲	25.6%	427	1.0%	Retail/Wholesale
GOOGL Alphabet	$1,922,222	$80,415 ▼	-4.0%	12,430	1.0%	Computer and Technology
SCHW Charles Schwab	$1,848,612	$526,598 ▲	39.8%	23,615	1.0%	Finance
VXF Vanguard Extended Market ETF	$1,800,479	$125,062 ▼	-6.5%	10,452	0.9%	ETF
PM Philip Morris International	$1,682,329	$679,820 ▲	67.8%	10,599	0.9%	Consumer Staples
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$1,524,093	$791,651 ▼	-34.2%	30,168	0.8%	ETF
VUG Vanguard Growth ETF	$1,475,699	$15,573 ▼	-1.0%	3,980	0.8%	ETF
MSI Motorola Solutions	$1,445,606	$495,149 ▼	-25.5%	3,302	0.8%	Computer and Technology
ETN Eaton	$1,396,556	$457,727 ▼	-24.7%	5,138	0.7%	Industrials
XOM Exxon Mobil	$1,368,482	$274,600 ▲	25.1%	11,507	0.7%	Energy
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$1,328,095	$195,995 ▲	17.3%	27,972	0.7%	ETF
GOOG Alphabet	$1,314,206	$422,133 ▲	47.3%	8,412	0.7%	Computer and Technology
EMC EMC	$1,312,983	$378,578 ▼	-22.4%	50,164	0.7%
BKCI BNY Mellon Concentrated International ETF	$1,294,010	$1,294,010 ▲	New Holding	27,077	0.7%	ETF
MDT Medtronic	$1,282,024	$128,589 ▲	11.1%	14,267	0.7%	Medical
CMCSA Comcast	$1,273,335	$146,049 ▲	13.0%	34,508	0.7%	Consumer Discretionary
VIG Vanguard Dividend Appreciation ETF	$1,268,574	$6,014 ▲	0.5%	6,539	0.7%	ETF
IVV iShares Core S&P 500 ETF	$1,257,673	$20,793 ▼	-1.6%	2,238	0.7%	ETF
SYK Stryker	$1,244,190	$2,606 ▲	0.2%	3,342	0.6%	Medical
VIGI Vanguard International Dividend Appreciation ETF	$1,243,479	$86,338 ▼	-6.5%	14,993	0.6%	ETF
HD Home Depot	$1,222,178	$456,988 ▼	-27.2%	3,335	0.6%	Retail/Wholesale
KMX CarMax	$1,214,461	$408,067 ▲	50.6%	15,586	0.6%	Retail/Wholesale
ORCL Oracle	$1,188,216	$315,404 ▲	36.1%	8,499	0.6%	Computer and Technology
APD Air Products and Chemicals	$1,184,299	$132,113 ▼	-10.0%	4,016	0.6%	Basic Materials
ELV Elevance Health	$1,180,418	$357,083 ▲	43.4%	2,714	0.6%	Medical
ADI Analog Devices	$1,170,903	$153,875 ▲	15.1%	5,806	0.6%	Computer and Technology
WFC Wells Fargo & Company	$1,145,340	$435,694 ▲	61.4%	15,954	0.6%	Finance
IVW iShares S&P 500 Growth ETF	$1,142,896	$64,979 ▼	-5.4%	12,312	0.6%	ETF
CB Chubb	$1,126,106	$380,502 ▼	-25.3%	3,729	0.6%	Finance
WMT Walmart	$1,112,948	$404,900 ▼	-26.7%	12,677	0.6%	Retail/Wholesale
IQV IQVIA	$1,105,225	$62,410 ▼	-5.3%	6,269	0.6%	Medical
TSM Taiwan Semiconductor Manufacturing	$1,082,105	$145,077 ▲	15.5%	6,519	0.6%	Computer and Technology
XJH iShares ESG Select Screened S&P Mid-Cap ETF	$1,070,909	$20,238 ▼	-1.9%	27,410	0.6%	ETF
CRM Salesforce	$1,070,100	$35,688 ▼	-3.2%	3,988	0.6%	Computer and Technology
MA Mastercard	$1,059,465	$155,659 ▲	17.2%	1,933	0.6%	Business Services
TOTL SPDR Doubleline Total Return Tactical ETF	$1,031,668	$5,359 ▼	-0.5%	25,606	0.5%	ETF
FLJP Franklin FTSE Japan ETF	$968,286	$104,281 ▼	-9.7%	32,935	0.5%	ETF
MPC Marathon Petroleum	$965,694	$304,803 ▼	-24.0%	6,628	0.5%	Energy
UNH UnitedHealth Group	$948,099	$69,667 ▼	-6.8%	1,810	0.5%	Medical
DDWM WisdomTree Dynamic International Equity Fund	$939,802	$83,661 ▲	9.8%	25,545	0.5%	Finance
FI Fiserv	$922,628	$195,655 ▼	-17.5%	4,178	0.5%	Business Services
MRK Merck & Co., Inc.	$911,246	$279,513 ▼	-23.5%	10,152	0.5%	Medical
BKHY BNY Mellon High Yield Beta ETF	$906,256	$906,256 ▲	New Holding	19,027	0.5%	ETF
CME CME Group	$881,585	$273,257 ▼	-23.7%	3,323	0.5%	Finance
VEA Vanguard FTSE Developed Markets ETF	$853,807	$180,958 ▼	-17.5%	16,797	0.4%	ETF
TSLA Tesla	$848,490	$248,016 ▲	41.3%	3,274	0.4%	Auto/Tires/Trucks
SBUX Starbucks	$816,724	$100,153 ▲	14.0%	8,326	0.4%	Retail/Wholesale
COP ConocoPhillips	$777,862	$370,185 ▲	90.8%	7,407	0.4%	Energy
UL Unilever	$775,606	$382,265 ▲	97.2%	13,024	0.4%	Consumer Staples
NVS Novartis	$772,333	$311,698 ▲	67.7%	6,928	0.4%	Medical
DIS Walt Disney	$765,965	$176,860 ▲	30.0%	7,761	0.4%	Consumer Discretionary
SCHX Schwab US Large-Cap ETF	$736,605	$2,208 ▲	0.3%	33,361	0.4%	ETF
CHKP Check Point Software Technologies	$732,991	$70,883 ▲	10.7%	3,216	0.4%	Computer and Technology
TT Trane Technologies	$719,851	$363,126 ▼	-33.5%	2,137	0.4%	Construction
EES WisdomTree U.S. SmallCap Fund	$707,702	$13,040 ▼	-1.8%	14,490	0.4%	Finance
JNJ Johnson & Johnson	$703,564	$230,541 ▼	-24.7%	4,242	0.4%	Medical
EBAY eBay	$700,058	$297,403 ▲	73.9%	10,336	0.4%	Retail/Wholesale
DRI Darden Restaurants	$664,857	$236,648 ▼	-26.3%	3,200	0.3%	Retail/Wholesale
BK Bank of New York Mellon	$657,382	$271,575 ▲	70.4%	7,838	0.3%	Finance
VOE Vanguard Mid-Cap Value ETF	$656,936	$4,335 ▲	0.7%	4,092	0.3%	ETF
VZ Verizon Communications	$624,462	$186,019 ▼	-23.0%	13,767	0.3%	Computer and Technology
SNY Sanofi	$617,270	$262,548 ▲	74.0%	11,130	0.3%	Medical
GD General Dynamics	$615,012	$267,159 ▲	76.8%	2,256	0.3%	Aerospace
MCK McKesson	$613,987	$270,639 ▲	78.8%	912	0.3%	Medical
COR Cencora	$608,163	$64,515 ▲	11.9%	2,187	0.3%	Medical
BDX Becton, Dickinson and Company	$599,455	$318,625 ▲	113.5%	2,617	0.3%	Medical
FTCS First Trust Capital Strength ETF	$586,787	$1,165 ▲	0.2%	6,546	0.3%	ETF
BAC Bank of America	$569,090	$195,845 ▲	52.5%	13,637	0.3%	Finance
QCOM QUALCOMM	$567,105	$112,592 ▲	24.8%	3,692	0.3%	Computer and Technology
TJX TJX Companies	$555,899	$284,649 ▼	-33.9%	4,564	0.3%	Retail/Wholesale
GLD SPDR Gold Shares	$554,958	$48,119 ▲	9.5%	1,926	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Crux Wealth Advisors Top Holdings and 13F Report (2025)

About Crux Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Crux Wealth Advisors Top Holdings and 13F Report (2025)

About Crux Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrux Wealth Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools