The Analysis of CRUX WEALTH ADVISORS's Holdings

Currently, CRUX WEALTH ADVISORS holds 167 types of securities in its portfolio with a total value $252.3M. In the most recent quarter, they have increased their positions in BKAG (+21.4K shares, valued at $910.9K), BKCI (+16.4K shares, valued at $843.0K), OMC (+6.8K shares, valued at $550.8K); decreased their positions in ORCL (-5.6K shares, valued at $1.6M), BKDV (-45.9K shares, valued at $1.3M), NULV (-9.9K shares, valued at $435.7K); initiated new positions in MAS (+6.3K shares, valued at $444.0K), BIV (+3.2K shares, valued at $253.4K), RVNU (+9.3K shares, valued at $229.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BKAG BNY MELLON ETF TRUST305.4K shares7.53%2025-09-302025-11-13

SPYG SPDR SERIES TRUST91.9K shares-0.55%2025-09-302025-11-13

BKDV BNY MELLON ETF TRUST II319.9K shares-12.54%2025-09-302025-11-13

NVDA NVIDIA CORPORATION43.7K shares-2.97%2025-09-302025-11-13

BKLC BNY MELLON ETF TRUST62.0K shares2.47%2025-09-302025-11-13

MSFT MICROSOFT CORP15.1K shares2.15%2025-09-302025-11-13

META META PLATFORMS INC7.6K shares3.89%2025-09-302025-11-13

AMZN AMAZON COM INC25.4K shares10.37%2025-09-302025-11-13

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL10.1K shares3.54%2025-09-302025-11-13

DGRW WISDOMTREE TR55.1K shares-2.48%2025-09-302025-11-13

SPYX SPDR SERIES TRUST86.7K shares1.89%2025-09-302025-11-13

VOO VANGUARD INDEX FDS7.6K shares0.53%2025-09-302025-11-13

BKCI BNY MELLON ETF TRUST77.8K shares26.64%2025-09-302025-11-13

NULV NUSHARES ETF TR80.4K shares-11.00%2025-09-302025-11-13

ESGD ISHARES TR37.9K shares17.35%2025-09-302025-11-13

JPM JPMORGAN CHASE & CO.11.1K shares-0.33%2025-09-302025-11-13

Sponsored

NULG NUSHARES ETF TR34.8K shares1.03%2025-09-302025-11-13

SCHW SCHWAB CHARLES CORP34.7K shares10.32%2025-09-302025-11-13

VTI VANGUARD INDEX FDS10.0K shares-0.70%2025-09-302025-11-13

GOOGL ALPHABET INC13.5K shares-0.25%2025-09-302025-11-13

AAPL APPLE INC12.5K shares-1.60%2025-09-302025-11-13

EAGG ISHARES TR66.4K shares4.79%2025-09-302025-11-13

BKNG BOOKING HOLDINGS INC587 shares6.53%2025-09-302025-11-13

SCHG SCHWAB STRATEGIC TR92.9K shares-0.05%2025-09-302025-11-13

Sponsored

GOOG ALPHABET INC11.9K shares2.77%2025-09-302025-11-13

HMOP HARTFORD FDS EXCHANGE TRADED73.6K shares0.24%2025-09-302025-11-13

PM PHILIP MORRIS INTL INC16.2K shares10.86%2025-09-302025-11-13

ESGE ISHARES INC60.3K shares1.77%2025-09-302025-11-13

V VISA INC7.3K shares6.01%2025-09-302025-11-13

BKHY BNY MELLON ETF TRUST49.4K shares7.50%2025-09-302025-11-13

AVGO BROADCOM INC7.1K shares0.90%2025-09-302025-11-13

TSM TAIWAN SEMICONDUCTOR MFG LTD7.8K shares-7.25%2025-09-302025-11-13

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD45.6K shares-1.93%2025-09-302025-11-13

RODM LATTICE STRATEGIES TR57.8K shares-2.54%2025-09-302025-11-13

WFC WELLS FARGO CO NEW24.1K shares6.17%2025-09-302025-11-13

EZM WISDOMTREE TR30.6K shares-0.47%2025-09-302025-11-13

TSLA TESLA INC4.4K shares14.49%2025-09-302025-11-13

MOAT VANECK ETF TRUST19.7K shares-3.57%2025-09-302025-11-13

VUG VANGUARD INDEX FDS3.9K shares-0.33%2025-09-302025-11-13

VO VANGUARD INDEX FDS6.3K shares-2.60%2025-09-302025-11-13

Sponsored

AMAT APPLIED MATLS INC8.5K shares12.84%2025-09-302025-11-13

BKIE BNY MELLON ETF TRUST19.3K shares27.31%2025-09-302025-11-13

VXF VANGUARD INDEX FDS8.2K shares-3.03%2025-09-302025-11-13

XOM EXXON MOBIL CORP14.6K shares3.78%2025-09-302025-11-13

IGIB ISHARES TR30.4K shares-8.60%2025-09-302025-11-13

ADI ANALOG DEVICES INC6.4K shares4.45%2025-09-302025-11-13

IQV IQVIA HLDGS INC8.3K shares8.01%2025-09-302025-11-13

MDT MEDTRONIC PLC15.7K shares4.43%2025-09-302025-11-13

Sponsored

AGG ISHARES TR14.9K shares-11.98%2025-09-302025-11-13

CMCSA COMCAST CORP NEW47.0K shares27.32%2025-09-302025-11-13

ELV ELEVANCE HEALTH INC FORMERLY4.6K shares11.84%2025-09-302025-11-13

FLQL FRANKLIN TEMPLETON ETF TR21.2K shares-9.88%2025-09-302025-11-13

VIG VANGUARD SPECIALIZED FUNDS6.7K shares1.70%2025-09-302025-11-13

MA MASTERCARD INCORPORATED2.5K shares7.61%2025-09-302025-11-13

GD GENERAL DYNAMICS CORP4.2K shares10.91%2025-09-302025-11-13

ORCL ORACLE CORP5.0K shares-53.05%2025-09-302025-11-13

Sponsored

NVS NOVARTIS AG10.8K shares6.20%2025-09-302025-11-13

BK BANK NEW YORK MELLON CORP12.2K shares6.20%2025-09-302025-11-13

DIS DISNEY WALT CO11.4K shares6.27%2025-09-302025-11-13

UL UNILEVER PLC21.4K shares9.60%2025-09-302025-11-13

COP CONOCOPHILLIPS13.4K shares13.23%2025-09-302025-11-13

SYK STRYKER CORPORATION3.4K shares1.01%2025-09-302025-11-13

IVV ISHARES TR1.9K shares0.92%2025-09-302025-11-13

VIGI VANGUARD WHITEHALL FDS13.9K shares11.72%2025-09-302025-11-13

Sponsored

BDX BECTON DICKINSON & CO6.2K shares23.11%2025-09-302025-11-13

KMX CARMAX INC25.1K shares7.32%2025-09-302025-11-13

BKEM BNY MELLON ETF TRUST15.0K shares12.82%2025-09-302025-11-13

MCK MCKESSON CORP1.4K shares8.26%2025-09-302025-11-13

OMC OMNICOM GROUP INC13.0K shares108.97%2025-09-302025-11-13

CRM SALESFORCE INC4.3K shares-2.23%2025-09-302025-11-13

SBUX STARBUCKS CORP11.5K shares4.68%2025-09-302025-11-13

BAC BANK AMERICA CORP18.7K shares-0.47%2025-09-302025-11-13

Sponsored

GLD SPDR GOLD TR2.7K shares23.23%2025-09-302025-11-13

APD AIR PRODS & CHEMS INC3.5K shares0.66%2025-09-302025-11-13

FNX FIRST TR EXCHANGE-TRADED ALP7.6K shares-4.68%2025-09-302025-11-13

ETN EATON CORP PLC2.5K shares1.37%2025-09-302025-11-13

VEA VANGUARD TAX-MANAGED FDS15.5K shares-0.72%2025-09-302025-11-13

SNY SANOFI SA19.0K shares6.69%2025-09-302025-11-13

QCOM QUALCOMM INC5.2K shares5.80%2025-09-302025-11-13

ADSK AUTODESK INC2.6K shares5.90%2025-09-302025-11-13

Sponsored

SCHX SCHWAB STRATEGIC TR30.5K shares-8.98%2025-09-302025-11-13

FLJP FRANKLIN TEMPLETON ETF TR23.1K shares-2.35%2025-09-302025-11-13

KNG FIRST TR EXCHANGE-TRADED FD15.8K shares-1.68%2025-09-302025-11-13

UNH UNITEDHEALTH GROUP INC2.1K shares5.69%2025-09-302025-11-13

DEO DIAGEO PLC7.6K shares5.73%2025-09-302025-11-13

SUSA ISHARES TR5.3K shares-13.70%2025-09-302025-11-13

CHKP CHECK POINT SOFTWARE TECH LT3.5K shares6.60%2025-09-302025-11-13

QQQ INVESCO QQQ TR1.2K shares8.72%2025-09-302025-11-13

Sponsored

MSI MOTOROLA SOLUTIONS INC1.6K shares-0.32%2025-09-302025-11-13

VOE VANGUARD INDEX FDS4.1K shares0.54%2025-09-302025-11-13

FIXD FIRST TR EXCHNG TRADED FD VI15.6K shares-8.85%2025-09-302025-11-13

COR CENCORA INC2.2K shares5.47%2025-09-302025-11-13

QBUF INNOVATOR ETFS TRUST24.0K shares18.15%2025-09-302025-11-13

EMC GLOBAL X FDS22.1K shares-4.15%2025-09-302025-11-13

ABNB AIRBNB INC5.7K shares10.88%2025-09-302025-11-13

ADBE ADOBE INC1.9K shares7.30%2025-09-302025-11-13

Sponsored

EBAY EBAY INC.7.2K shares-29.82%2025-09-302025-11-13

WMT WALMART INC6.3K shares3.12%2025-09-302025-11-13

NUHY NUSHARES ETF TR29.9K shares3.67%2025-09-302025-11-13

BKSE BNY MELLON ETF TRUST5.9K shares13.16%2025-09-302025-11-13

MUB ISHARES TR6.1K shares9.16%2025-09-302025-11-13

FTLS FIRST TR EXCH TRADED FD III9.1K shares-1.35%2025-09-302025-11-13

BKMC BNY MELLON ETF TRUST5.8K shares13.39%2025-09-302025-11-13

IVW ISHARES TR4.9K shares-5.97%2025-09-302025-11-13

Sponsored

DDWM WISDOMTREE TR14.0K shares-0.12%2025-09-302025-11-13

FTCS FIRST TR EXCHANGE-TRADED FD6.3K shares-4.54%2025-09-302025-11-13

HD HOME DEPOT INC1.4K shares-20.43%2025-09-302025-11-13

MPC MARATHON PETE CORP3.0K shares-1.45%2025-09-302025-11-13

RTX RTX CORPORATION3.3K shares7.53%2025-09-302025-11-13

FI FISERV INC4.2K shares-0.17%2025-09-302025-11-13

TOTL SSGA ACTIVE ETF TR13.3K shares-11.39%2025-09-302025-11-13

XLK SELECT SECTOR SPDR TR1.9K shares47.19%2025-09-302025-11-13

Sponsored

VEEV VEEVA SYS INC1.7K shares7.33%2025-09-302025-11-13

SBND COLUMBIA ETF TR I27.2K shares5.29%2025-09-302025-11-13

GSY INVESCO ACTIVELY MANAGED EXC10.1K shares4.44%2025-09-302025-11-13

JPST J P MORGAN EXCHANGE TRADED F10.0K shares4.43%2025-09-302025-11-13

STWD STARWOOD PPTY TR INC25.5K shares2.16%2025-09-302025-11-13

FUMB FIRST TR EXCH TRADED FD III24.1K shares0.56%2025-09-302025-11-13

TT TRANE TECHNOLOGIES PLC1.1K shares-8.21%2025-09-302025-11-13

PEP PEPSICO INC3.2K shares7.69%2025-09-302025-11-13

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD9.1K shares4.86%2025-09-302025-11-13

MAS MASCO CORP6.3K sharesnew addition2025-09-302025-11-13

CB CHUBB LIMITED1.5K shares-10.29%2025-09-302025-11-13

IJR ISHARES TR3.5K shares-3.89%2025-09-302025-11-13

XLF SELECT SECTOR SPDR TR7.4K shares70.76%2025-09-302025-11-13

MRK MERCK & CO INC4.6K shares3.34%2025-09-302025-11-13

CME CME GROUP INC1.4K shares-9.73%2025-09-302025-11-13

VCEB VANGUARD WORLD FD5.8K shares3.23%2025-09-302025-11-13

Sponsored

ECL ECOLAB INC1.3K shares6.01%2025-09-302025-11-13

ZALT INNOVATOR ETFS TRUST11.5K shares0.00%2025-09-302025-11-13

TJX TJX COS INC NEW2.5K shares-7.12%2025-09-302025-11-13

FLMI FRANKLIN TEMPLETON ETF TR14.2K shares1.03%2025-09-302025-11-13

FDL FIRST TR EXCHANGE-TRADED FD7.8K shares14.29%2025-09-302025-11-13

MGC VANGUARD WORLD FD1.4K shares-1.50%2025-09-302025-11-13

IUSG ISHARES TR2.0K shares0.15%2025-09-302025-11-13

JEPI J P MORGAN EXCHANGE TRADED F5.8K shares2.00%2025-09-302025-11-13

Sponsored

JNJ JOHNSON & JOHNSON1.8K shares-9.15%2025-09-302025-11-13

MCD MCDONALDS CORP1.0K shares-31.85%2025-09-302025-11-13

VZ VERIZON COMMUNICATIONS INC7.0K shares-1.26%2025-09-302025-11-13

AZO AUTOZONE INC70 shares0.00%2025-09-302025-11-13

VWO VANGUARD INTL EQUITY INDEX F5.5K shares-19.17%2025-09-302025-11-13

DE DEERE & CO648 shares0.31%2025-09-302025-11-13

JCI JOHNSON CTLS INTL PLC2.6K shares1.70%2025-09-302025-11-13

ADP AUTOMATIC DATA PROCESSING IN934 shares-17.56%2025-09-302025-11-13

Sponsored

EES WISDOMTREE TR4.9K shares-2.67%2025-09-302025-11-13

AMD ADVANCED MICRO DEVICES INC1.7K shares15.88%2025-09-302025-11-13

DRI DARDEN RESTAURANTS INC1.4K shares-9.56%2025-09-302025-11-13

USMV ISHARES TR2.7K shares-1.30%2025-09-302025-11-13

IWP ISHARES TR1.8K shares6.72%2025-09-302025-11-13

BIV VANGUARD BD INDEX FDS3.2K sharesnew addition2025-09-302025-11-13

IEFA ISHARES TR2.9K shares-0.48%2025-09-302025-11-13

ICE INTERCONTINENTAL EXCHANGE IN1.5K shares-8.39%2025-09-302025-11-13

Sponsored

GS GOLDMAN SACHS GROUP INC304 shares0.33%2025-09-302025-11-13

UNP UNION PAC CORP1.0K shares-6.55%2025-09-302025-11-13

NFLX NETFLIX INC199 shares11.80%2025-09-302025-11-13

FIW FIRST TR EXCHANGE-TRADED FD2.1K shares-2.63%2025-09-302025-11-13

DON WISDOMTREE TR4.5K shares0.56%2025-09-302025-11-13

ANGL VANECK ETF TRUST7.8K shares-20.17%2025-09-302025-11-13

RVNU DBX ETF TR9.3K sharesnew addition2025-09-302025-11-13

COST COSTCO WHSL CORP NEW243 shares3.85%2025-09-302025-11-13

Sponsored

VTV VANGUARD INDEX FDS1.2K shares-0.92%2025-09-302025-11-13

CVX CHEVRON CORP NEW1.4K sharesnew addition2025-09-302025-11-13

VB VANGUARD INDEX FDS803 sharesnew addition2025-09-302025-11-13

CIBR FIRST TR EXCHANGE TRADED FD2.7K shares-0.48%2025-09-302025-11-13

NXPI NXP SEMICONDUCTORS N V890 shares-7.96%2025-09-302025-11-13

ARDX ARDELYX INC27.9K shares1.99%2025-09-302025-11-13

CDXS CODEXIS INC13.4K sharesnew addition2025-09-302025-11-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available