Crux Wealth Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Crux Wealth Advisors reported 150 stock positions worth $179.7 million. Its top holding was Nvidia (NVDA) at 3.8% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 3.6%) and Microsoft (MSFT, 3.4%).
- Most Recent 13F
- Q2 2026
- Location
- LONG BEACH, CA
- CIK
- 0002054270
- Portfolio Value
- $179.7M (Q4 2024)
- SEC Filing
- 0002054270-25-000001 ↗ filed Feb 13, 2025
Holdings Value
Holdings 150 stocks · $179.7M
| NVDA Nvidia Corp. | 3.81% | 51,036 | $6.9M | — |
| DGRW Wisdomtree U.S. Quality Divi | 3.58% | 79,407 | $6.4M | — |
| MSFT Microsoft Corp. | 3.43% | 14,621 | $6.2M | — |
| AMZN Amazon.com Inc. | 2.70% | 22,099 | $4.8M | — |
| AAPL Apple Inc. | 2.47% | 17,717 | $4.4M | — |
| VOO Vanguard S&P 500 ETF | 2.14% | 7,130 | $3.8M | — |
| SUSA iShares ESG Optimized MSCI U | 2.12% | 31,286 | $3.8M | — |
| FIXD First Trust Smith Opportunis | 2.11% | 88,426 | $3.8M | — |
| AVGO Broadcom Inc. | 2.11% | 16,352 | $3.8M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.05% | 12,729 | $3.7M | — |
| JPM JPMorgan Chase & Co. | 1.96% | 14,657 | $3.5M | — |
| META Meta Platforms Inc. Class A | 1.91% | 5,851 | $3.4M | — |
| FNX First Trust Mid Cap Core Alp | 1.74% | 27,054 | $3.1M | — |
| HMOP Hartford Municipal Opp ETF | 1.72% | 80,058 | $3.1M | — |
| AGG iShares Core U.S. Aggregate | 1.70% | 31,477 | $3.1M | — |
| FLQL Franklin U.S. Large Cap Mult | 1.62% | 49,680 | $2.9M | — |
| FVD First Trust Value Line DVD | 1.61% | 66,250 | $2.9M | — |
| RODM Hartford Multifact Dev MRKT | 1.53% | 96,614 | $2.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.50% | 5,957 | $2.7M | — |
| EZM Wisdomtree US Midcap Fund | 1.46% | 42,087 | $2.6M | — |
| SCHG Schwab US Large-Cap Growth | 1.45% | 93,571 | $2.6M | — |
| GOOGL Alphabet Inc. Class A | 1.36% | 12,950 | $2.5M | — |
| MOAT Vaneck Morningstar Wide Moat | 1.35% | 26,124 | $2.4M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.34% | 9,089 | $2.4M | — |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.28% | 45,838 | $2.3M | — |
| ETN Eaton Corp. PLC | 1.26% | 6,822 | $2.3M | — |
| VXF Vanguard Extended Market ETF | 1.18% | 11,178 | $2.1M | — |
| MSI Motorola Solutions Inc. | 1.14% | 4,433 | $2.0M | — |
| V Visa Inc. Class A | 1.11% | 6,323 | $2.0M | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.00% | 34,806 | $1.8M | — |
| HD Home Depot Inc. | 0.99% | 4,582 | $1.8M | — |
| BKNG Booking Holdings Inc. | 0.94% | 340 | $1.7M | — |
| EMC GLB X Emrg MRKT GRT Cnsumr | 0.94% | 64,628 | $1.7M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.92% | 4,022 | $1.7M | — |
| WMT Walmart Inc. | 0.87% | 17,289 | $1.6M | — |
| CB Chubb Ltd. | 0.77% | 4,989 | $1.4M | — |
| CRM Salesforce Inc. | 0.77% | 4,121 | $1.4M | — |
| IVV iShares Core S&P 500 ETF | 0.75% | 2,275 | $1.3M | — |
| IVW iShares S&P 500 Growth ETF | 0.74% | 13,012 | $1.3M | — |
| MRK Merck & Co. Inc. | 0.73% | 13,266 | $1.3M | — |
| IQV Iqvia Holdings Inc. | 0.72% | 6,623 | $1.3M | — |
| APD Air Products & Chemicals Inc. | 0.72% | 4,464 | $1.3M | — |
| VIGI Vanguard Int Div App Indx FD | 0.71% | 16,034 | $1.3M | — |
| VIG Vanguard Dividend Apprec ETF | 0.71% | 6,508 | $1.3M | — |
| SCHW Schwab (charles) Corp. | 0.70% | 16,888 | $1.2M | — |
| MPC Marathon Petroleum Corp. | 0.68% | 8,720 | $1.2M | — |
| SYK Stryker Corp. | 0.67% | 3,335 | $1.2M | — |
| TT Trane Technologies PLC | 0.66% | 3,215 | $1.2M | — |
| XJH Ishare ESG SS S&P Midcap ETF | 0.65% | 27,928 | $1.2M | — |
| CMCSA Comcast Corp. Class A | 0.64% | 30,550 | $1.1M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.62% | 5,645 | $1.1M | — |
| EAGG iShares ESG Aware US Aggrega | 0.62% | 23,844 | $1.1M | — |
| GOOG Alphabet Inc. Class C | 0.61% | 5,710 | $1.1M | — |
| ADI Analog Devices Inc. | 0.60% | 5,043 | $1.1M | — |
| FLJP Franklin Ftse Japan ETF | 0.58% | 36,482 | $1.0M | — |
| ORCL Oracle Corp. | 0.58% | 6,243 | $1.0M | — |
| FISV Fiserv Inc. | 0.58% | 5,064 | $1.0M | — |
| MDT Medtronic PLC | 0.57% | 12,836 | $1.0M | — |
| TOTL SS Doubleline TR Tact ETF | 0.56% | 25,739 | $1.0M | — |
| CME Cme Group Inc. | 0.56% | 4,353 | $1.0M | — |
| XOM Exxon Mobil Corp. | 0.55% | 9,198 | $989K | — |
| UNH Unitedhealth Group Inc. | 0.55% | 1,943 | $983K | — |
| VEA Vanguard Ftse Developed ETF | 0.54% | 20,357 | $973K | — |
| TSLA Tesla Inc. | 0.52% | 2,317 | $936K | — |
| MA Mastercard Inc. Class A | 0.48% | 1,649 | $868K | — |
| KMX Carmax Inc. | 0.47% | 10,349 | $846K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.46% | 6,901 | $834K | — |
| JNJ Johnson & Johnson | 0.45% | 5,632 | $815K | — |
| DRI Darden Restaurants Inc. | 0.45% | 4,339 | $810K | — |
| DDWM Wisdomtree DY Inter Eq FD-US | 0.45% | 23,271 | $800K | — |
| EES Wisdomtree US Smallcap Fund | 0.44% | 14,757 | $796K | — |
| SCHX Schwab US Large-Cap ETF | 0.43% | 33,261 | $771K | — |
| PM Philip Morris International | 0.42% | 6,316 | $760K | — |
| VZ Verizon Communications Inc. | 0.40% | 17,868 | $715K | — |
| ELV Elevance Health Inc. | 0.39% | 1,893 | $698K | — |
| WFC Wells Fargo & Co. | 0.39% | 9,885 | $694K | — |
| ICE Intercontinental Exchange Inc. | 0.37% | 4,498 | $670K | — |
| SBUX Starbucks Corp. | 0.37% | 7,305 | $667K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 5,969 | $665K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.37% | 4,065 | $658K | — |
| JCI Johnson Controls Internation | 0.36% | 8,179 | $646K | — |
| QQEW First TR Nasdaq-100 Sel Eq | 0.35% | 5,090 | $636K | — |
| DVN Devon Energy Corp. | 0.33% | 17,847 | $584K | — |
| FTCS First Trust Capital Strength | 0.32% | 6,533 | $574K | — |
| UNP Union Pacific Corp. | 0.32% | 2,487 | $567K | — |
| NXPI NXP Semiconductors NV | 0.31% | 2,673 | $556K | — |
| DEO Diageo PLC-Sponsored ADR | 0.30% | 4,307 | $548K | — |
| CHKP Check Point Software Tech | 0.30% | 2,905 | $542K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 1,051 | $537K | — |
| BBY Best Buy Co. Inc. | 0.30% | 6,228 | $534K | — |
| AMD Advanced Micro Devices | 0.29% | 4,320 | $522K | — |
| DIVB iShares Core Dividend ETF | 0.28% | 10,678 | $506K | — |
| SPGI S&P Global Inc. | 0.28% | 1,008 | $502K | — |
| ANGL Vaneck Fallen Angel High YLD | 0.27% | 17,125 | $491K | — |
| MCD McDonald's Corp. | 0.27% | 1,690 | $490K | — |
| EW Edwards Lifesciences Corp. | 0.27% | 6,455 | $478K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 6,646 | $467K | — |
| ALL Allstate Corp. | 0.25% | 2,360 | $455K | — |
| QCOM Qualcomm Inc. | 0.25% | 2,959 | $455K | — |
| STWD Starwood Property Trust Inc. | 0.25% | 23,734 | $450K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 192 | $288.5M | BKAG, SPYG, BKDV, BKLC, NVDA |
| Q1 2026 | 179 | $260.2M | BKAG, SPYG, BKDV, BKLC, NVDA |
| Q4 2025 | 176 | $268.8M | BKAG, SPYG, BKDV, BKLC, NVDA |
| Q3 2025 | 167 | $252.3M | BKAG, SPYG, BKDV, NVDA, BKLC |
| Q2 2025 | 166 | $234.8M | BKAG, BKDV, SPYG, MSFT, BKLC |
| Q1 2025 | 168 | $192.1M | DGRW, MSFT, BKAG, NVDA, BRK.B |
| Q4 2024 | 150 | $179.7M | NVDA, DGRW, MSFT, AMZN, AAPL |