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CIK: 0002054270
Total reported value
$288.5M
$288.5M
150 檔
10.0%
The Q4 2024 SEC filing reveals that Crux Wealth Advisors held a total portfolio value of $288.5M, covering 150 public equity positions.
During Q4 2024, Crux Wealth Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, DGRW, MSFT) accounted for 10.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.81% | +0.07% | — | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.58% | -0.04% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.43% | -0.23% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.70% | +0.01% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.47% | -0.01% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.04% | — | |
| 7 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 2.12% | — | — | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.11% | — | — | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.11% | +0.08% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.05% | — | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.96% | -0.03% | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.30% | — | |
| 13 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 1.74% | +0.01% | — | |
| 14 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.72% | -0.10% | — | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.70% | -0.03% | — | |
| 16 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 1.62% | +0.01% | — | |
| 17 | FVD | First Trust Value Line Dvd | ETF-Other | 1.61% | -0.05% | — | |
| 18 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 1.53% | -0.04% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.50% | -0.12% | — | |
| 20 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.46% | -0.01% | — | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.45% | +0.04% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.03% | — | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.35% | -0.03% | — | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.34% | -0.01% | — | |
| 25 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 1.28% | -0.06% | — | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.26% | +0.03% | — | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.18% | — | — | |
| 28 | MSI | Motorola Solutions Inc | Stock-Tech | 1.14% | -0.04% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 1.11% | +0.03% | — | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.00% | -0.04% | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.01% | — | |
| 32 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.94% | +0.01% | — | |
| 33 | EMC | Glb X Emrg Mrkt Grt Cnsumr | ETF-Other | 0.94% | +0.01% | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.92% | +0.04% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.05% | — | |
| 36 | CB | Chubb Limited | Stock-Financials | 0.77% | -0.01% | — | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.08% | — | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.02% | — | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.01% | — | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.02% | — | |
| 41 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.72% | -0.01% | — | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.72% | -0.04% | — | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.71% | -0.02% | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.71% | — | — | |
| 45 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.70% | -0.18% | — | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.68% | -0.01% | — | |
| 47 | SYK | Stryker CORP | Stock-Healthcare | 0.67% | -0.01% | — | |
| 48 | TT | Trane Technologies plc | Stock-Industrials | 0.66% | +0.01% | — | |
| 49 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.65% | — | — | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.64% | -0.14% | — |
According to official SEC Form 13F filings, Crux Wealth Advisors reported a total U.S. public equity portfolio value of $288.5M across 150 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Crux Wealth Advisors's top holdings by market value included NVDA (3.8%)、DGRW (3.6%)、MSFT (3.4%). The largest single position, NVDA, represented 3.8% of total portfolio value.
In Q4 2024, Crux Wealth Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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