Crux Wealth Advisors

Crux Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Crux Wealth Advisors

Crux Wealth Advisors holds 167 positions in its portfolio as reported in the September 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) 5.2 $13M 305k 42.60
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.8 $9.6M 92k 104.51
Bny Mellon Etf Trust Ii Dynamic Value (BKDV) 3.5 $8.9M 320k 27.80
NVIDIA Corporation (NVDA) 3.2 $8.2M 44k 186.58
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 3.2 $8.0M 62k 128.38
Microsoft Corporation (MSFT) 3.1 $7.8M 15k 517.95
Meta Platforms Cl A (META) 2.2 $5.6M 7.6k 734.38
Amazon (AMZN) 2.2 $5.6M 25k 219.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $5.1M 10k 502.74
Wisdomtree Tr Us Qtly Div Grt (DGRW) 1.9 $4.9M 55k 88.96
Spdr Series Trust Spdr S&p 500 Etf (SPYX) 1.9 $4.8M 87k 54.85
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $4.7M 7.6k 612.34
Bny Mellon Etf Trust Concentrated Int (BKCI) 1.6 $4.0M 78k 51.53
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 1.4 $3.5M 80k 43.83
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.4 $3.5M 38k 92.98
JPMorgan Chase & Co. (JPM) 1.4 $3.5M 11k 315.44
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.4 $3.5M 35k 99.45
Charles Schwab Corporation (SCHW) 1.3 $3.3M 35k 95.47
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $3.3M 10k 328.18
Alphabet Cap Stk Cl A (GOOGL) 1.3 $3.3M 14k 243.10
Apple (AAPL) 1.3 $3.2M 13k 254.63
Ishares Tr Esg Awr Us Agrgt (EAGG) 1.3 $3.2M 66k 48.03
Booking Holdings (BKNG) 1.3 $3.2M 587.00 5401.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.2 $3.0M 93k 31.91
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.9M 12k 243.55
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 1.1 $2.9M 74k 38.97
Philip Morris International (PM) 1.0 $2.6M 16k 162.20
Ishares Esg Awr Msci Em (ESGE) 1.0 $2.6M 60k 43.42
Visa Com Cl A (V) 1.0 $2.5M 7.3k 341.39
Bny Mellon Etf Trust High Yield Etf (BKHY) 1.0 $2.4M 49k 48.70
Broadcom (AVGO) 0.9 $2.4M 7.1k 329.89
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $2.2M 7.8k 279.28
First Tr Exchange-traded SHS (FVD) 0.8 $2.1M 46k 46.24
Lattice Strategies Tr Hartford Mlt Etf (RODM) 0.8 $2.1M 58k 35.52
Wells Fargo & Company (WFC) 0.8 $2.0M 24k 83.82
Wisdomtree Tr Us Midcap Fund (EZM) 0.8 $2.0M 31k 65.91
Tesla Motors (TSLA) 0.8 $2.0M 4.4k 444.72
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $2.0M 20k 99.11
Vanguard Index Fds Growth Etf (VUG) 0.7 $1.9M 3.9k 479.62
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $1.8M 6.3k 293.73
Applied Materials (AMAT) 0.7 $1.7M 8.5k 204.74
Bny Mellon Etf Trust Internationl Eqt (BKIE) 0.7 $1.7M 19k 89.55
Vanguard Index Fds Extend Mkt Etf (VXF) 0.7 $1.7M 8.2k 209.35
Exxon Mobil Corporation (XOM) 0.7 $1.6M 15k 112.75
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $1.6M 30k 54.09
Analog Devices (ADI) 0.6 $1.6M 6.4k 245.70
Iqvia Holdings (IQV) 0.6 $1.6M 8.3k 189.94
Medtronic SHS (MDT) 0.6 $1.5M 16k 95.24
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $1.5M 15k 100.25
Comcast Corp Cl A (CMCSA) 0.6 $1.5M 47k 31.42
Anthem (ELV) 0.6 $1.5M 4.6k 323.10
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) 0.6 $1.5M 21k 68.43
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $1.4M 6.7k 215.80
Mastercard Incorporated Cl A (MA) 0.6 $1.4M 2.5k 568.89
General Dynamics Corporation (GD) 0.6 $1.4M 4.2k 341.04
Oracle Corporation (ORCL) 0.6 $1.4M 5.0k 281.24
Novartis Sponsored Adr (NVS) 0.5 $1.4M 11k 128.24
Bank of New York Mellon Corporation (BK) 0.5 $1.3M 12k 108.96
Walt Disney Company (DIS) 0.5 $1.3M 11k 114.50
Unilever Spon Adr New 0.5 $1.3M 21k 59.28
ConocoPhillips (COP) 0.5 $1.3M 13k 94.59
Stryker Corporation (SYK) 0.5 $1.3M 3.4k 369.68
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 1.9k 669.44
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.5 $1.2M 14k 89.57
Becton, Dickinson and (BDX) 0.5 $1.2M 6.2k 187.16
CarMax (KMX) 0.4 $1.1M 25k 44.87
Bny Mellon Etf Trust Emrg Mkt Equit (BKEM) 0.4 $1.1M 15k 73.46
McKesson Corporation (MCK) 0.4 $1.1M 1.4k 772.50
Omni (OMC) 0.4 $1.1M 13k 81.53
salesforce (CRM) 0.4 $1.0M 4.4k 237.00
Starbucks Corporation (SBUX) 0.4 $970k 12k 84.60
Bank of America Corporation (BAC) 0.4 $966k 19k 51.59
Spdr Gold Tr Gold Shs (GLD) 0.4 $964k 2.7k 355.47
Air Products & Chemicals (APD) 0.4 $956k 3.5k 272.73
First Tr Exchange-traded A Com Shs (FNX) 0.4 $956k 7.6k 125.41
Eaton Corp SHS (ETN) 0.4 $941k 2.5k 374.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $928k 16k 59.92
Sanofi Sa Sponsored Adr (SNY) 0.4 $898k 19k 47.20
Qualcomm (QCOM) 0.3 $862k 5.2k 166.36
Autodesk (ADSK) 0.3 $838k 2.6k 317.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $802k 31k 26.34
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.3 $799k 23k 34.56
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.3 $781k 16k 49.31
UnitedHealth (UNH) 0.3 $731k 2.1k 345.28
Diageo Spon Adr New (DEO) 0.3 $724k 7.6k 95.43
Ishares Tr Esg Optimized (SUSA) 0.3 $724k 5.3k 135.65
Check Point Software Tech Lt Ord (CHKP) 0.3 $722k 3.5k 206.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $718k 1.2k 600.17
Motorola Solutions Com New (MSI) 0.3 $718k 1.6k 457.19
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $718k 4.1k 174.56
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.3 $694k 16k 44.42
AmerisourceBergen (COR) 0.3 $692k 2.2k 312.46
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF) 0.3 $689k 24k 28.70
Global X Fds Emerging Mkt Grt (EMC) 0.3 $689k 22k 31.16
Airbnb Com Cl A (ABNB) 0.3 $688k 5.7k 121.42
Adobe Systems Incorporated (ADBE) 0.3 $684k 1.9k 352.75
eBay (EBAY) 0.3 $655k 7.2k 90.95
Wal-Mart Stores (WMT) 0.3 $654k 6.3k 103.05
Nushares Etf Tr Esg Hi Tld Crp (NUHY) 0.3 $651k 30k 21.77
Bny Mellon Etf Trust Us Smlcp Core (BKSE) 0.3 $648k 5.9k 110.17
Ishares Tr National Mun Etf (MUB) 0.3 $646k 6.1k 106.50
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.3 $640k 9.1k 69.95
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC) 0.2 $626k 5.8k 108.51
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $590k 4.9k 120.73
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.2 $587k 14k 41.80
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $587k 6.3k 93.64
Home Depot (HD) 0.2 $579k 1.4k 405.33
Marathon Petroleum Corp (MPC) 0.2 $576k 3.0k 192.76
Raytheon Technologies Corp (RTX) 0.2 $557k 3.3k 167.35
Fiserv (FI) 0.2 $544k 4.2k 128.93
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $539k 13k 40.57
Select Sector Spdr Tr Technology (XLK) 0.2 $538k 1.9k 281.84
Veeva Sys Cl A Com (VEEV) 0.2 $519k 1.7k 297.91
Columbia Etf Tr I Short Duration (SBND) 0.2 $517k 27k 18.97
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.2 $506k 10k 50.23
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $505k 10k 50.73
Starwood Property Trust (STWD) 0.2 $494k 26k 19.37
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.2 $484k 24k 20.10
Trane Technologies SHS (TT) 0.2 $462k 1.1k 421.99
Pepsi (PEP) 0.2 $454k 3.2k 140.43
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $452k 9.1k 49.79
Masco Corporation (MAS) 0.2 $444k 6.3k 70.39
Chubb (CB) 0.2 $433k 1.5k 282.32
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $417k 3.5k 118.82
Select Sector Spdr Tr Financial (XLF) 0.2 $399k 7.4k 53.87
Merck & Co (MRK) 0.2 $387k 4.6k 83.93
Cme (CME) 0.2 $383k 1.4k 270.20
Vanguard World Esg Us Corp Bd (VCEB) 0.1 $375k 5.8k 64.20
Ecolab (ECL) 0.1 $367k 1.3k 273.90
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.1 $367k 12k 31.88
TJX Companies (TJX) 0.1 $358k 2.5k 144.53
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $352k 14k 24.77
First Tr Exchange-traded SHS (FDL) 0.1 $340k 7.8k 43.41
Vanguard World Mega Cap Index (MGC) 0.1 $337k 1.4k 244.16
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $332k 2.0k 164.55
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $328k 5.8k 57.10
Johnson & Johnson (JNJ) 0.1 $328k 1.8k 185.41
McDonald's Corporation (MCD) 0.1 $306k 1.0k 303.90
Verizon Communications (VZ) 0.1 $306k 7.0k 43.95
AutoZone (AZO) 0.1 $300k 70.00 4290.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $300k 5.5k 54.18
Deere & Company (DE) 0.1 $296k 648.00 457.35
Johnson Ctls Intl SHS (JCI) 0.1 $283k 2.6k 109.96
Automatic Data Processing (ADP) 0.1 $274k 934.00 293.54
Wisdomtree Tr Us Smallcap Fund (EES) 0.1 $271k 4.9k 55.87
Advanced Micro Devices (AMD) 0.1 $270k 1.7k 161.79
Darden Restaurants (DRI) 0.1 $265k 1.4k 190.37
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $260k 2.7k 95.14
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $256k 1.8k 142.42
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $253k 3.2k 78.08
Ishares Tr Core Msci Eafe (IEFA) 0.1 $252k 2.9k 87.32
Intercontinental Exchange (ICE) 0.1 $245k 1.5k 168.44
Goldman Sachs (GS) 0.1 $243k 304.00 797.56
Union Pacific Corporation (UNP) 0.1 $240k 1.0k 236.42
Netflix (NFLX) 0.1 $239k 199.00 1198.92
First Tr Exchange-traded Wtr Etf (FIW) 0.1 $237k 2.1k 112.36
Wisdomtree Tr Us Midcap Divid (DON) 0.1 $237k 4.5k 52.30
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $231k 7.8k 29.73
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.1 $230k 9.3k 24.67
Costco Wholesale Corporation (COST) 0.1 $225k 243.00 925.37
Vanguard Index Fds Value Etf (VTV) 0.1 $222k 1.2k 186.54
Chevron Corporation (CVX) 0.1 $211k 1.4k 155.30
Vanguard Index Fds Small Cp Etf (VB) 0.1 $204k 803.00 254.36
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $204k 2.7k 76.00
Nxp Semiconductors N V (NXPI) 0.1 $203k 890.00 227.65
Ardelyx (ARDX) 0.1 $154k 28k 5.51
Codexis (CDXS) 0.0 $33k 13k 2.44