Crux Wealth Advisors

Crux Wealth Advisors as of June 30, 2025

Portfolio Holdings for Crux Wealth Advisors

Crux Wealth Advisors holds 166 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bny Mellon Etf Trust Core Bond Etf (BKAG) 5.1 $12M 284k 42.18
Bny Mellon Etf Trust Ii Dynamic Value (BKDV) 4.1 $9.7M 366k 26.61
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.8 $8.8M 92k 95.32
Microsoft Corporation (MSFT) 3.1 $7.3M 15k 497.41
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 3.0 $7.2M 61k 118.43
NVIDIA Corporation (NVDA) 3.0 $7.1M 45k 157.99
Meta Platforms Cl A (META) 2.3 $5.4M 7.3k 738.10
Amazon (AMZN) 2.1 $5.0M 23k 219.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $4.7M 9.8k 485.77
Wisdomtree Tr Us Qtly Div Grt (DGRW) 2.0 $4.7M 57k 83.74
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 1.8 $4.3M 85k 50.93
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $4.3M 7.6k 567.99
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 1.6 $3.8M 90k 41.91
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.4 $3.2M 35k 93.95
JPMorgan Chase & Co. (JPM) 1.4 $3.2M 11k 289.91
Booking Holdings (BKNG) 1.4 $3.2M 551.00 5793.10
Bny Mellon Etf Trust Concentrated Int (BKCI) 1.3 $3.2M 61k 51.35
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $3.1M 10k 303.93
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $3.0M 63k 47.54
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.2 $2.9M 32k 89.22
Charles Schwab Corporation (SCHW) 1.2 $2.9M 31k 91.24
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.2 $2.8M 73k 38.28
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $2.7M 93k 29.21
Philip Morris International (PM) 1.1 $2.7M 15k 182.13
Apple (AAPL) 1.1 $2.6M 13k 205.16
Visa Com Cl A (V) 1.0 $2.4M 6.9k 355.04
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.4M 14k 176.23
Ishares Esg Awr Msci Em (ESGE) 1.0 $2.3M 59k 39.17
Oracle Corporation (ORCL) 1.0 $2.3M 11k 218.63
Bny Mellon Etf Trust High Yield Etf (BKHY) 0.9 $2.2M 46k 48.28
First Tr Exchange-traded SHS (FVD) 0.9 $2.1M 47k 44.70
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.0M 12k 177.39
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.9 $2.0M 59k 34.10
Broadcom (AVGO) 0.8 $2.0M 7.1k 275.63
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $1.9M 20k 93.79
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $1.9M 8.4k 226.49
Wisdomtree Tr Us Midcap Fund (EZM) 0.8 $1.9M 31k 61.77
Wells Fargo & Company (WFC) 0.8 $1.8M 23k 80.12
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.8M 6.5k 279.83
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $1.8M 33k 53.29
Vanguard Index Fds Growth Etf (VUG) 0.7 $1.7M 3.9k 438.35
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.7M 17k 99.20
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.6M 8.5k 192.71
Anthem (ELV) 0.7 $1.6M 4.1k 388.98
CarMax (KMX) 0.7 $1.6M 23k 67.21
Exxon Mobil Corporation (XOM) 0.6 $1.5M 14k 107.80
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) 0.6 $1.5M 24k 63.16
Analog Devices (ADI) 0.6 $1.5M 6.2k 238.00
Applied Materials (AMAT) 0.6 $1.4M 7.5k 183.08
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.3M 6.6k 204.68
Walt Disney Company (DIS) 0.6 $1.3M 11k 124.01
Stryker Corporation (SYK) 0.6 $1.3M 3.4k 395.63
Mastercard Incorporated Cl A (MA) 0.6 $1.3M 2.4k 562.03
Comcast Corp Cl A (CMCSA) 0.6 $1.3M 37k 35.69
Medtronic SHS (MDT) 0.6 $1.3M 15k 87.17
Bny Mellon Etf Trust Internationl Eqt (BKIE) 0.6 $1.3M 15k 86.17
Novartis Sponsored Adr (NVS) 0.5 $1.2M 10k 121.01
Tesla Motors (TSLA) 0.5 $1.2M 3.9k 317.66
salesforce (CRM) 0.5 $1.2M 4.4k 272.69
Iqvia Holdings (IQV) 0.5 $1.2M 7.6k 157.59
Unilever Spon Adr New 0.5 $1.2M 20k 61.17
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.1M 1.8k 620.84
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $1.1M 12k 90.12
General Dynamics Corporation (GD) 0.5 $1.1M 3.8k 291.70
ConocoPhillips (COP) 0.5 $1.1M 12k 89.74
Bank of New York Mellon Corporation (BK) 0.4 $1.0M 12k 91.11
Starbucks Corporation (SBUX) 0.4 $1.0M 11k 91.63
Air Products & Chemicals (APD) 0.4 $982k 3.5k 282.03
McKesson Corporation (MCK) 0.4 $958k 1.3k 733.05
First Tr Exchange-traded A Com Shs (FNX) 0.4 $918k 8.0k 114.85
Bank of America Corporation (BAC) 0.4 $890k 19k 47.32
Bny Mellon Etf Trust Emrg Mkt Equit (BKEM) 0.4 $889k 13k 67.09
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $889k 16k 57.01
Eaton Corp SHS (ETN) 0.4 $886k 2.5k 357.02
Becton, Dickinson and (BDX) 0.4 $874k 5.1k 172.25
Sanofi Sponsored Adr (SNY) 0.4 $861k 18k 48.31
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $818k 34k 24.44
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.3 $791k 16k 49.10
Ishares Tr Esg Optimized (SUSA) 0.3 $784k 6.2k 126.75
Qualcomm (QCOM) 0.3 $780k 4.9k 159.26
Autodesk (ADSK) 0.3 $771k 2.5k 309.57
eBay (EBAY) 0.3 $764k 10k 74.46
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.3 $762k 24k 32.15
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.3 $753k 17k 43.89
Fiserv (FI) 0.3 $729k 4.2k 172.41
Check Point Software Tech Lt Ord (CHKP) 0.3 $725k 3.3k 221.25
Diageo Spon Adr New (DEO) 0.3 $724k 7.2k 100.84
Adobe Systems Incorporated (ADBE) 0.3 $700k 1.8k 386.88
Airbnb Com Cl A (ABNB) 0.3 $676k 5.1k 132.34
Global X Fds Emerging Mkt Grt (EMC) 0.3 $676k 23k 29.32
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $673k 4.1k 164.46
Spdr Gold Tr Gold Shs (GLD) 0.3 $671k 2.2k 304.83
Motorola Solutions Com New (MSI) 0.3 $663k 1.6k 420.48
Home Depot (HD) 0.3 $658k 1.8k 366.61
AmerisourceBergen (COR) 0.3 $630k 2.1k 299.92
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.3 $627k 29k 21.71
UnitedHealth (UNH) 0.3 $625k 2.0k 312.01
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.3 $614k 9.3k 66.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $608k 1.1k 551.89
Wal-Mart Stores (WMT) 0.3 $601k 6.2k 97.78
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $601k 15k 40.11
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $596k 6.6k 90.89
Ishares Tr National Mun Etf (MUB) 0.2 $581k 5.6k 104.48
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $572k 5.2k 110.11
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF) 0.2 $560k 20k 27.55
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.2 $557k 14k 39.66
Trane Technologies SHS (TT) 0.2 $522k 1.2k 437.55
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 0.2 $521k 5.1k 102.35
Bny Mellon Etf Trust Us Smlcp Core (BKSE) 0.2 $519k 5.2k 99.91
Marathon Petroleum Corp (MPC) 0.2 $503k 3.0k 166.09
Starwood Property Trust (STWD) 0.2 $502k 25k 20.07
Chubb (CB) 0.2 $496k 1.7k 289.77
Columbia Etf Tr I Short Duration (SBND) 0.2 $487k 26k 18.83
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $483k 9.5k 50.68
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.2 $483k 9.6k 50.14
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.2 $481k 24k 20.10
Veeva Sys Cl A Com (VEEV) 0.2 $467k 1.6k 287.98
Raytheon Technologies Corp (RTX) 0.2 $452k 3.1k 146.02
Omni (OMC) 0.2 $446k 6.2k 71.94
Cme (CME) 0.2 $433k 1.6k 275.67
McDonald's Corporation (MCD) 0.2 $432k 1.5k 292.24
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $427k 8.7k 49.26
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $399k 3.6k 109.28
Pepsi (PEP) 0.2 $396k 3.0k 132.03
Vanguard World Esg Us Corp Bd (VCEB) 0.2 $359k 5.7k 63.40
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.2 $354k 12k 30.80
Merck & Co (MRK) 0.2 $353k 4.5k 79.17
Automatic Data Processing (ADP) 0.1 $349k 1.1k 308.28
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $342k 14k 24.26
Ecolab (ECL) 0.1 $341k 1.3k 269.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $339k 6.9k 49.46
Darden Restaurants (DRI) 0.1 $335k 1.5k 218.01
TJX Companies (TJX) 0.1 $330k 2.7k 123.49
Select Sector Spdr Tr Technology (XLK) 0.1 $329k 1.3k 253.32
Deere & Company (DE) 0.1 $329k 646.00 508.55
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $320k 5.6k 56.85
Vanguard World Mega Cap Index (MGC) 0.1 $315k 1.4k 225.00
Verizon Communications (VZ) 0.1 $305k 7.0k 43.27
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $303k 2.0k 150.41
Johnson & Johnson (JNJ) 0.1 $297k 1.9k 152.72
Intercontinental Exchange (ICE) 0.1 $291k 1.6k 183.44
First Tr Exchange-traded SHS (FDL) 0.1 $287k 6.8k 41.87
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $285k 9.7k 29.28
Johnson Ctls Intl SHS (JCI) 0.1 $267k 2.5k 105.61
AutoZone (AZO) 0.1 $260k 70.00 3712.23
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $260k 2.8k 93.86
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $254k 5.0k 50.96
Union Pacific Corporation (UNP) 0.1 $250k 1.1k 230.17
Ishares Tr Core Msci Eafe (IEFA) 0.1 $242k 2.9k 83.49
Netflix (NFLX) 0.1 $238k 178.00 1339.13
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $234k 2.2k 108.00
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $233k 1.7k 138.66
Costco Wholesale Corporation (COST) 0.1 $231k 234.00 988.34
Select Sector Spdr Tr Financial (XLF) 0.1 $227k 4.3k 52.37
Microstrategy Cl A New (MSTR) 0.1 $226k 558.00 404.23
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $225k 4.5k 50.11
Delta Air Lines Inc Del Com New (DAL) 0.1 $225k 4.6k 49.18
Goldman Sachs (GS) 0.1 $214k 303.00 707.61
Vanguard Index Fds Value Etf (VTV) 0.1 $212k 1.2k 176.72
Nxp Semiconductors N V (NXPI) 0.1 $211k 967.00 218.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $210k 2.9k 73.62
Servicenow (NOW) 0.1 $206k 200.00 1028.08
Advanced Micro Devices (AMD) 0.1 $205k 1.4k 141.90
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $204k 2.7k 75.57
Ishares Tr Esg Select Scre (XJH) 0.1 $202k 4.9k 41.50
Ardelyx (ARDX) 0.0 $107k 27k 3.92