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CIK: 0002054270
Total reported value
$288.5M
$288.5M
168 檔
9.2%
In Q1 2025, Crux Wealth Advisors's U.S. equity holdings reached a combined market value of $288.5M, distributed across 168 disclosed stock positions.
In Q1 2025, Crux Wealth Advisors displayed an active expansion posture, initiating 18 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 3.30% | -0.04% | -0.01% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | -0.23% | +3.58% | |
| 3 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 2.83% | -0.52% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.57% | +0.07% | -10.77% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.20% | -0.12% | +33.49% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.01% | -2.49% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.04% | +4.43% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.92% | -0.01% | -6.32% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.30% | +8.20% | |
| 10 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.83% | — | -2.04% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.74% | +0.59% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.73% | — | -5.13% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | -0.03% | -9.94% | |
| 14 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 1.57% | +0.20% | — | |
| 15 | FVD | First Trust Value Line Dvd | ETF-Other | 1.52% | -0.05% | -1.00% | |
| 16 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 1.52% | +0.03% | — | |
| 17 | FLQL | Franklin U.s. Large Cap Mult | ETF-Large Cap & Growth | 1.51% | +0.01% | +3.63% | |
| 18 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.51% | -0.10% | -5.94% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.44% | -0.03% | -11.30% | |
| 20 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 1.42% | -0.04% | -9.10% | |
| 21 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.29% | -0.01% | -1.23% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.20% | +0.04% | -1.24% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.19% | -0.01% | -2.52% | |
| 24 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.17% | — | -41.99% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +0.03% | -0.55% | |
| 26 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.12% | -0.03% | -6.38% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.08% | -23.23% | |
| 28 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 1.09% | +0.01% | -28.83% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.09% | -0.04% | +14.70% | |
| 30 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.03% | +0.01% | +25.59% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.03% | -4.02% | |
| 32 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.96% | -0.18% | +39.83% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.94% | — | -6.49% | |
| 34 | PM | Philip Morris International | Stock-Consumer Staples | 0.88% | -0.08% | +67.81% | |
| 35 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.79% | -0.06% | -34.19% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.77% | +0.04% | -1.04% | |
| 37 | MSI | Motorola Solutions Inc | Stock-Tech | 0.75% | -0.04% | -25.51% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.73% | +0.03% | -24.68% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.27% | +25.10% | |
| 40 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.69% | -0.09% | +17.31% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | -0.03% | +47.32% | |
| 42 | EMC | Glb X Emrg Mrkt Grt Cnsumr | ETF-Other | 0.68% | +0.01% | -22.38% | |
| 43 | BKCI | Bny Mellon Concentrated Intl | ETF-Other | 0.67% | -0.02% | — | |
| 44 | MDT | Medtronic plc | Stock-Healthcare | 0.67% | -0.08% | +11.15% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.66% | -0.14% | +12.96% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.66% | — | +0.48% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | +0.02% | -1.63% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.65% | -0.01% | +0.21% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.65% | -0.02% | -6.49% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.01% | -27.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKAG | Bny Mellon Core Bond ETF | +2.8% | NEW | New buy |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.7% | NEW | New buy |
| 3 | BKLC | Bny Mellon US Lrg Cap Cor | +1.6% | NEW | New buy |
| 4 | BKDV | Bny Mellon Dynamic Value | +1.5% | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +33.49% | Add |
| 6 | BKCI | Bny Mellon Concentrated Intl | +0.7% | NEW | New buy |
| 7 | BKHY | Bny Mellon High Yield ETF | +0.5% | NEW | New buy |
| 8 | PM | Philip Morris International | +0.5% | +67.81% | Add |
| 9 | SCHW | Schwab (charles) CORP | +0.3% | +39.83% | Add |
| 10 | BKIE | Bny Mellon Intl Eqty ETF | +0.3% | NEW | New buy |
| 11 | GSY | Invesco Ultra Short Duration | +0.3% | NEW | New buy |
| 12 | JPST | Jpmorgan Ultra-short Income | +0.3% | NEW | New buy |
| 13 | FUMB | First Trust Ultra Short Dur | +0.3% | NEW | New buy |
| 14 | SBND | Columbia Shrt Dur Bnd ETF | +0.3% | NEW | New buy |
| 15 | ELV | Elevance Health Inc | +0.2% | +43.37% | Add |
| 16 | BKMC | Bny Mellon US M/c Core ETF | +0.2% | NEW | New buy |
| 17 | BKSE | Bny Mellon US Small Cap Core | +0.2% | NEW | New buy |
| 18 | WFC | Wells Fargo & Co | +0.2% | +61.40% | Add |
| 19 | QBUF | Innv Nasdaq -100 10 B - Qrt | +0.2% | NEW | New buy |
| 20 | LMBS | First Trust Low Duration Opp | +0.2% | NEW | New buy |
| 21 | UL | Unilever PLC | +0.2% | +97.18% | Add |
| 22 | COP | Conocophillips | +0.2% | +90.80% | Add |
| 23 | NVS | Novartis Ag-sponsored Adr | +0.2% | +67.67% | Add |
| 24 | FLMI | Franklin Dynamic Municipal B | +0.2% | NEW | New buy |
| 25 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 26 | ZALT | Innovator US Eq 10 Buffer | +0.2% | NEW | New buy |
| 27 | XOM | Exxon Mobil CORP | +0.2% | +25.10% | Add |
| 28 | KMX | Carmax Inc | +0.2% | +50.60% | Add |
| 29 | EBAY | Ebay Inc | +0.2% | +73.86% | Add |
| 30 | MCK | Mckesson CORP | +0.2% | +78.82% | Add |
| 31 | BDX | Becton Dickinson And Co | +0.2% | +113.46% | Add |
| 32 | FANG | Diamondback Energy Inc | -0.2% | EXIT | Sold out |
| 33 | VXF | Vanguard Extended Market ETF | -0.2% | -6.49% | Trim |
| 34 | MRK | Merck & Co. Inc. | -0.3% | -23.47% | Trim |
| 35 | EMC | Glb X Emrg Mrkt Grt Cnsumr | -0.3% | -22.38% | Trim |
| 36 | TT | Trane Technologies plc | -0.3% | -33.53% | Trim |
| 37 | WMT | Walmart Inc | -0.3% | -26.68% | Trim |
| 38 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -5.13% | Trim |
| 39 | HD | Home Depot Inc | -0.4% | -27.22% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | -0.4% | -4.02% | Trim |
| 41 | MSI | Motorola Solutions Inc | -0.4% | -25.51% | Trim |
| 42 | MSFT | Microsoft CORP | -0.5% | +3.58% | Add |
| 43 | KNG | Ft Vest S&p 500 Dvd Arst Trg | -0.5% | -34.19% | Trim |
| 44 | ETN | Eaton Corporation plc | -0.5% | -24.68% | Trim |
| 45 | AAPL | Apple Inc | -0.6% | -6.32% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.6% | -2.49% | Trim |
| 47 | FNX | First Trust Mid Cap Core Alp | -0.7% | -28.83% | Trim |
| 48 | FIXD | First Trust Smith Opportunis | -0.9% | -41.99% | Trim |
| 49 | AVGO | Broadcom Inc | -1% | -23.23% | Trim |
| 50 | NVDA | Nvidia CORP | -1.2% | -10.77% | Trim |
According to official SEC Form 13F filings, Crux Wealth Advisors reported a total U.S. public equity portfolio value of $288.5M across 168 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRW, MSFT, BKAG) accounted for 9.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BKAG
市值: $5.4M
Top Position Liquidated / Trimmed
FANG
前期市值: $317.6K
During Q1 2025, Crux Wealth Advisors's top holdings by market value included DGRW (3.3%)、MSFT (3.0%)、BKAG (2.8%). The largest single position, DGRW, represented 3.3% of total portfolio value.
In Q1 2025, Crux Wealth Advisors made 50 total portfolio adjustments, initiating 18 new buys, adding to 14 positions, trimming 17 holdings, and fully liquidating 1 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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