The Analysis of CRUX WEALTH ADVISORS's Holdings
Currently, CRUX WEALTH ADVISORS holds 176 types of securities in its portfolio with a total value $268.8M. In the most recent quarter, they have increased their positions in RDVY (+63.6K shares, valued at $4.4M), SCIO (+130.8K shares, valued at $2.7M), FTCS (+24.6K shares, valued at $2.3M); decreased their positions in VTI (-3.8K shares, valued at $1.3M), VXF (-3.7K shares, valued at $765.0K), MOAT (-7.3K shares, valued at $758.9K); initiated new positions in RDVY (+63.6K shares, valued at $4.4M), SCIO (+130.8K shares, valued at $2.7M), PTLC (+38.6K shares, valued at $2.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BKAG BNY MELLON ETF TRUST315.8K shares3.40%2025-12-312026-01-21
SPYG SPDR SERIES TRUST104.1K shares13.18%2025-12-312026-01-21 BKDV BNY MELLON ETF TRUST II336.5K shares5.21%2025-12-312026-01-21 BKLC BNY MELLON ETF TRUST65.4K shares5.50%2025-12-312026-01-21 NVDA NVIDIA CORPORATION42.1K shares-3.64%2025-12-312026-01-21 MSFT MICROSOFT CORP14.3K shares-4.87%2025-12-312026-01-21 AMZN AMAZON COM INC25.2K shares-0.81%2025-12-312026-01-21 META META PLATFORMS INC7.7K shares1.46%2025-12-312026-01-21 SPYX SPDR SERIES TRUST85.7K shares-1.18%2025-12-312026-01-21 DGRW WISDOMTREE TR50.1K shares-8.99%2025-12-312026-01-21 RDVY FIRST TR EXCHANGE TRADED FD63.6K sharesnew addition2025-12-312026-01-21 ALPHABET INC ALPHABET INC12.9K shares-4.01%2025-12-312026-01-21 NULV NUSHARES ETF TR81.3K shares1.07%2025-12-312026-01-21 BKCI BNY MELLON ETF TRUST70.5K shares-9.32%2025-12-312026-01-21 ALPHABET INC ALPHABET INC11.5K shares-2.68%2025-12-312026-01-21 NULG NUSHARES ETF TR35.6K shares2.24%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.10.8K shares-2.88%2025-12-312026-01-21 SCHW SCHWAB CHARLES CORP34.6K shares-0.31%2025-12-312026-01-21 AAPL APPLE INC12.0K shares-4.24%2025-12-312026-01-21 EAGG ISHARES TR66.5K shares0.22%2025-12-312026-01-21 ESGD ISHARES TR33.4K shares-11.77%2025-12-312026-01-21 BKNG BOOKING HOLDINGS INC581 shares-1.02%2025-12-312026-01-21 SCHG SCHWAB STRATEGIC TR92.2K shares-0.80%2025-12-312026-01-21 FTCS FIRST TR EXCHANGE-TRADED FD30.9K shares392.85%2025-12-312026-01-21 SCIO FIRST TR EXCHANGE-TRADED FD130.8K sharesnew addition2025-12-312026-01-21 ESGE ISHARES INC61.2K shares1.44%2025-12-312026-01-21 HMOP HARTFORD FDS EXCHANGE TRADED68.3K shares-7.16%2025-12-312026-01-21 PM PHILIP MORRIS INTL INC16.4K shares1.68%2025-12-312026-01-21 BKHY BNY MELLON ETF TRUST53.3K shares7.89%2025-12-312026-01-21 V VISA INC7.1K shares-1.86%2025-12-312026-01-21 BROADCOM INC BROADCOM INC6.9K shares-3.76%2025-12-312026-01-21 WFC WELLS FARGO CO NEW24.1K shares0.12%2025-12-312026-01-21 TSM TAIWAN SEMICONDUCTOR MFG LTD7.3K shares-5.74%2025-12-312026-01-21 TSLA TESLA INC4.8K shares9.19%2025-12-312026-01-21 AMAT APPLIED MATLS INC8.4K shares-1.25%2025-12-312026-01-21 PTLC PACER FDS TR38.6K sharesnew addition2025-12-312026-01-21 VTI VANGUARD INDEX FDS6.2K shares-37.90%2025-12-312026-01-21 COWG PACER FDS TR58.6K sharesnew addition2025-12-312026-01-21 SBND COLUMBIA ETF TR I105.8K shares288.22%2025-12-312026-01-21 CGGR CAPITAL GROUP GROWTH ETF42.7K sharesnew addition2025-12-312026-01-21 IQV IQVIA HLDGS INC8.4K shares1.74%2025-12-312026-01-21 VUG VANGUARD INDEX FDS3.8K shares-2.58%2025-12-312026-01-21 XOM EXXON MOBIL CORP14.5K shares-0.65%2025-12-312026-01-21 ADI ANALOG DEVICES INC6.3K shares-1.46%2025-12-312026-01-21 VO VANGUARD INDEX FDS5.8K shares-7.19%2025-12-312026-01-21 BKIE BNY MELLON ETF TRUST18.2K shares-5.82%2025-12-312026-01-21 FNY FIRST TR EXCHANGE-TRADED ALP18.1K sharesnew addition2025-12-312026-01-21 EZM WISDOMTREE TR24.5K shares-19.90%2025-12-312026-01-21 ELV ELEVANCE HEALTH INC FORMERLY4.6K shares-0.37%2025-12-312026-01-21 FTCB FIRST TR EXCHANGE-TRADED FD74.7K sharesnew addition2025-12-312026-01-21 RODM LATTICE STRATEGIES TR42.7K shares-26.09%2025-12-312026-01-21 MEDTRONIC PLC MEDTRONIC PLC15.5K shares-1.25%2025-12-312026-01-21 FVD FIRST TR EXCHANGE-TRADED FD32.4K shares-28.99%2025-12-312026-01-21 VIG VANGUARD SPECIALIZED FUNDS6.7K shares0.81%2025-12-312026-01-21 NVS NOVARTIS AG10.7K shares-0.43%2025-12-312026-01-21 AFMC FIRST TR EXCHNG TRADED FD VI41.9K sharesnew addition2025-12-312026-01-21 BKEM BNY MELLON ETF TRUST19.2K shares28.22%2025-12-312026-01-21 CMCSA COMCAST CORP NEW47.1K shares0.11%2025-12-312026-01-21 MA MASTERCARD INCORPORATED2.5K shares-2.76%2025-12-312026-01-21 BK BANK NEW YORK MELLON CORP12.1K shares-0.74%2025-12-312026-01-21 IGIB ISHARES TR25.9K shares-14.71%2025-12-312026-01-21 MOAT VANECK ETF TRUST12.4K shares-37.21%2025-12-312026-01-21 DIS DISNEY WALT CO11.2K shares-1.94%2025-12-312026-01-21 COP CONOCOPHILLIPS13.6K shares1.27%2025-12-312026-01-21 UNILEVER PLC UNILEVER PLC19.1K sharesnew addition2025-12-312026-01-21 IVV ISHARES TR1.8K shares-2.31%2025-12-312026-01-21 BDX BECTON DICKINSON & CO6.3K shares0.78%2025-12-312026-01-21 GLD SPDR GOLD TR3.0K shares10.33%2025-12-312026-01-21 SYK STRYKER CORPORATION3.4K shares-0.68%2025-12-312026-01-21 MCK MCKESSON CORP1.4K shares-0.57%2025-12-312026-01-21 CRM SALESFORCE INC4.3K shares-1.77%2025-12-312026-01-21 FLQL FRANKLIN TEMPLETON ETF TR15.8K shares-25.36%2025-12-312026-01-21 OMC OMNICOM GROUP INC13.2K shares1.67%2025-12-312026-01-21 BAC BANK AMERICA CORP18.6K shares-0.38%2025-12-312026-01-21 ORCL ORACLE CORP5.1K shares3.67%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS15.7K shares1.20%2025-12-312026-01-21 KMX CARMAX INC25.2K shares0.27%2025-12-312026-01-21 SBUX STARBUCKS CORP11.4K shares-0.34%2025-12-312026-01-21 VXF VANGUARD INDEX FDS4.6K shares-44.41%2025-12-312026-01-21 QBUF INNOVATOR ETFS TRUST31.3K shares30.46%2025-12-312026-01-21 SNY SANOFI SA18.9K shares-0.66%2025-12-312026-01-21 AGG ISHARES TR8.9K shares-40.56%2025-12-312026-01-21 QCOM QUALCOMM INC5.1K shares-1.20%2025-12-312026-01-21 IVW ISHARES TR6.9K shares42.08%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR30.5K shares0.30%2025-12-312026-01-21 APD AIR PRODS & CHEMS INC3.3K shares-5.82%2025-12-312026-01-21 CHKP CHECK POINT SOFTWARE TECH LT4.2K shares20.71%2025-12-312026-01-21 ADSK AUTODESK INC2.6K shares-1.74%2025-12-312026-01-21 ABNB AIRBNB INC5.6K shares-1.66%2025-12-312026-01-21 VOE VANGUARD INDEX FDS4.2K shares1.02%2025-12-312026-01-21 FTLS FIRST TR EXCH TRADED FD III10.4K shares13.43%2025-12-312026-01-21 CENCORA INC CENCORA INC2.2K shares-1.76%2025-12-312026-01-21 MUB ISHARES TR6.5K shares6.79%2025-12-312026-01-21 FLJP FRANKLIN TEMPLETON ETF TR20.1K shares-13.19%2025-12-312026-01-21 NUHY NUSHARES ETF TR31.2K shares4.13%2025-12-312026-01-21 ADBE ADOBE INC1.9K shares-1.24%2025-12-312026-01-21 DEO DIAGEO PLC7.7K shares1.11%2025-12-312026-01-21 VIGI VANGUARD WHITEHALL FDS7.2K shares-48.49%2025-12-312026-01-21 BKSE BNY MELLON ETF TRUST5.8K shares-1.41%2025-12-312026-01-21 WMT WALMART INC5.8K shares-8.92%2025-12-312026-01-21 BKMC BNY MELLON ETF TRUST5.8K shares0.80%2025-12-312026-01-21 EBAY EBAY INC.7.2K shares0.40%2025-12-312026-01-21 RTX RTX CORPORATION3.3K shares0.06%2025-12-312026-01-21 MSI MOTOROLA SOLUTIONS INC1.4K shares-9.23%2025-12-312026-01-21 XLK SELECT SECTOR SPDR TR3.8K shares98.27%2025-12-312026-01-21 TOTL SSGA ACTIVE ETF TR12.9K shares-2.51%2025-12-312026-01-21 KNG FIRST TR EXCHANGE-TRADED FD10.5K shares-33.95%2025-12-312026-01-21 MAS MASCO CORP8.0K shares27.24%2025-12-312026-01-21 DDWM WISDOMTREE TR10.9K shares-22.22%2025-12-312026-01-21 PEP PEPSICO INC3.2K shares-1.58%2025-12-312026-01-21 DXCM DEXCOM INC6.8K sharesnew addition2025-12-312026-01-21 MPC MARATHON PETE CORP2.7K shares-8.07%2025-12-312026-01-21 CB CHUBB LIMITED1.4K shares-9.13%2025-12-312026-01-21 HD HOME DEPOT INC1.3K shares-12.04%2025-12-312026-01-21 IJR ISHARES TR3.5K shares0.46%2025-12-312026-01-21 ZALT INNOVATOR ETFS TRUST12.8K shares10.96%2025-12-312026-01-21 XLF SELECT SECTOR SPDR TR7.4K shares0.34%2025-12-312026-01-21 RVNU DBX ETF TR16.2K shares73.99%2025-12-312026-01-21 CRCL CIRCLE INTERNET GROUP INC5.0K sharesnew addition2025-12-312026-01-21 VCEB VANGUARD WORLD FD6.2K shares5.43%2025-12-312026-01-21 VEEV VEEVA SYS INC1.7K shares-0.23%2025-12-312026-01-21 TT TRANE TECHNOLOGIES PLC978 shares-10.68%2025-12-312026-01-21 FLMI FRANKLIN TEMPLETON ETF TR14.4K shares1.26%2025-12-312026-01-21 CME CME GROUP INC1.3K shares-8.88%2025-12-312026-01-21 MGC VANGUARD WORLD FD1.4K shares0.29%2025-12-312026-01-21 ECL ECOLAB INC1.3K shares-1.42%2025-12-312026-01-21 TJX TJX COS INC NEW2.3K shares-8.96%2025-12-312026-01-21 SPYM SPDR SERIES TRUST4.3K sharesnew addition2025-12-312026-01-21 IUSG ISHARES TR2.0K shares0.15%2025-12-312026-01-21 AMD ADVANCED MICRO DEVICES INC1.6K shares-5.57%2025-12-312026-01-21 JEPI J P MORGAN EXCHANGE TRADED F5.8K shares1.04%2025-12-312026-01-21 FNX FIRST TR EXCHANGE-TRADED ALP2.6K shares-65.53%2025-12-312026-01-21 JNJ JOHNSON & JOHNSON1.6K shares-11.37%2025-12-312026-01-21 SLV ISHARES SILVER TR4.9K sharesnew addition2025-12-312026-01-21 FMHI FIRST TR EXCH TRADED FD III6.4K sharesnew addition2025-12-312026-01-21 DE DEERE & CO650 shares0.31%2025-12-312026-01-21 VWO VANGUARD INTL EQUITY INDEX F5.5K shares-1.26%2025-12-312026-01-21 MCD MCDONALDS CORP956 shares-5.16%2025-12-312026-01-21 FTSM FIRST TR EXCHANGE-TRADED FD4.9K sharesnew addition2025-12-312026-01-21 JCI JOHNSON CTLS INTL PLC2.3K shares-9.96%2025-12-312026-01-21 UNH UNITEDHEALTH GROUP INC836 shares-60.49%2025-12-312026-01-21 EES WISDOMTREE TR4.7K shares-2.29%2025-12-312026-01-21 GS GOLDMAN SACHS GROUP INC306 shares0.66%2025-12-312026-01-21 EMC GLOBAL X FDS8.5K shares-61.42%2025-12-312026-01-21 FDL FIRST TR EXCHANGE-TRADED FD5.9K shares-24.65%2025-12-312026-01-21 USMV ISHARES TR2.7K shares0.40%2025-12-312026-01-21 EFAS GLOBAL X FDS13.3K sharesnew addition2025-12-312026-01-21 VZ VERIZON COMMUNICATIONS INC6.2K shares-10.49%2025-12-312026-01-21 IEFA ISHARES TR2.7K shares-4.58%2025-12-312026-01-21 AZO AUTOZONE INC70 shares0.00%2025-12-312026-01-21 DRI DARDEN RESTAURANTS INC1.3K shares-8.05%2025-12-312026-01-21 DON WISDOMTREE TR4.6K shares0.73%2025-12-312026-01-21 FSMB FIRST TR EXCH TRADED FD III11.6K sharesnew addition2025-12-312026-01-21 IWP ISHARES TR1.7K shares-5.69%2025-12-312026-01-21 VTV VANGUARD INDEX FDS1.2K shares1.09%2025-12-312026-01-21 FIW FIRST TR EXCHANGE-TRADED FD2.1K shares-0.38%2025-12-312026-01-21 LEGR FIRST TR EXCHANGE-TRADED FD3.8K sharesnew addition2025-12-312026-01-21 DBEF DBX ETF TR4.6K sharesnew addition2025-12-312026-01-21 UNP UNION PAC CORP950 shares-6.22%2025-12-312026-01-21 RBUF INNOVATOR ETFS TRUST7.6K sharesnew addition2025-12-312026-01-21 ANGL VANECK ETF TRUST7.2K shares-7.54%2025-12-312026-01-21 ICE INTERCONTINENTAL EXCHANGE IN1.3K shares-10.53%2025-12-312026-01-21 CIBR FIRST TR EXCHANGE TRADED FD2.9K shares8.12%2025-12-312026-01-21 VB VANGUARD INDEX FDS789 shares-1.74%2025-12-312026-01-21 GMAR FIRST TR EXCHNG TRADED FD VI4.9K sharesnew addition2025-12-312026-01-21 DOCT FIRST TR EXCHNG TRADED FD VI4.6K sharesnew addition2025-12-312026-01-21 COST COSTCO WHSL CORP NEW234 shares-3.70%2025-12-312026-01-21 ARDX ARDELYX INC31.0K shares10.86%2025-12-312026-01-21 WCMI FIRST TR EXCHANGE-TRADED FD10.3K sharesnew addition2025-12-312026-01-21 LYG LLOYDS BANKING GROUP PLC10.2K sharesnew addition2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available