CRUX WEALTH ADVISORS Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$179.7B
Holdings
150
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (150 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 51,036 | $6.9B | 3.81% | |
| 2 | DGRWWISDOMTREE TR | 79,407 | $6.4B | 3.58% | |
| 3 | MSFTMICROSOFT CORP | 14,621 | $6.2B | 3.43% | |
| 4 | AMZNAMAZON COM INC | 22,099 | $4.8B | 2.70% | |
| 5 | AAPLAPPLE INC | 17,717 | $4.4B | 2.47% | |
| 6 | VOOVANGUARD INDEX FDS | 7,130 | $3.8B | 2.14% | |
| 7 | SUSAISHARES TR | 31,286 | $3.8B | 2.12% | |
| 8 | FIXDFIRST TR EXCHNG TRADED FD VI | 88,426 | $3.8B | 2.11% | |
| 9 | AVGOBROADCOM INC | 16,352 | $3.8B | 2.11% | |
| 10 | VTIVANGUARD INDEX FDS | 12,729 | $3.7B | 2.05% | |
| 11 | JPMJPMORGAN CHASE & CO. | 14,657 | $3.5B | 1.96% | |
| 12 | METAMETA PLATFORMS INC | 5,851 | $3.4B | 1.91% | |
| 13 | FNXFIRST TR MID CAP CORE ALPHAD | 27,054 | $3.1B | 1.74% | |
| 14 | HEMIHARTFORD FDS EXCHANGE TRADED | 80,058 | $3.1B | 1.72% | |
| 15 | AGGISHARES TR | 31,477 | $3.1B | 1.70% | |
| 16 | FLQLFRANKLIN TEMPLETON ETF TR | 49,680 | $2.9B | 1.62% | |
| 17 | FVDFIRST TR VALUE LINE DIVID IN | 66,250 | $2.9B | 1.61% | |
| 18 | RODMLATTICE STRATEGIES TR | 96,614 | $2.7B | 1.53% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,957 | $2.7B | 1.50% | |
| 20 | EZMWISDOMTREE TR | 42,087 | $2.6B | 1.46% | |
| 21 | SCHGSCHWAB STRATEGIC TR | 93,571 | $2.6B | 1.45% | |
| 22 | GOOGLALPHABET INC | 12,950 | $2.5B | 1.36% | |
| 23 | MOATVANECK ETF TRUST | 26,124 | $2.4B | 1.35% | |
| 24 | VOVANGUARD INDEX FDS | 9,089 | $2.4B | 1.34% | |
| 25 | KNGFIRST TR EXCHANGE-TRADED FD | 45,838 | $2.3B | 1.28% | |
| 26 | ETNEATON CORP PLC | 6,822 | $2.3B | 1.26% | |
| 27 | VXFVANGUARD INDEX FDS | 11,178 | $2.1B | 1.18% | |
| 28 | MSIMOTOROLA SOLUTIONS INC | 4,433 | $2.0B | 1.14% | |
| 29 | VVISA INC | 6,323 | $2.0B | 1.11% | |
| 30 | IGIBISHARES TR | 34,806 | $1.8B | 1.00% | |
| 31 | HDHOME DEPOT INC | 4,582 | $1.8B | 0.99% | |
| 32 | BKNGBOOKING HOLDINGS INC | 340 | $1.7B | 0.94% | |
| 33 | EMCGLOBAL X FDS | 64,628 | $1.7B | 0.94% | |
| 34 | VUGVANGUARD INDEX FDS | 4,022 | $1.7B | 0.92% | |
| 35 | WMTWALMART INC | 17,289 | $1.6B | 0.87% | |
| 36 | CBCHUBB LIMITED | 4,989 | $1.4B | 0.77% | |
| 37 | CRMSALESFORCE INC | 4,121 | $1.4B | 0.77% | |
| 38 | IVVISHARES TR | 2,275 | $1.3B | 0.75% | |
| 39 | IVWISHARES TR | 13,012 | $1.3B | 0.74% | |
| 40 | MRKMERCK & CO INC | 13,266 | $1.3B | 0.73% | |
| 41 | IQVIQVIA HLDGS INC | 6,623 | $1.3B | 0.72% | |
| 42 | APDAIR PRODS & CHEMS INC | 4,464 | $1.3B | 0.72% | |
| 43 | VIGIVANGUARD WHITEHALL FDS | 16,034 | $1.3B | 0.71% | |
| 44 | VIGVANGUARD SPECIALIZED FUNDS | 6,508 | $1.3B | 0.71% | |
| 45 | SCHWSCHWAB CHARLES CORP | 16,888 | $1.2B | 0.70% | |
| 46 | MPCMARATHON PETE CORP | 8,720 | $1.2B | 0.68% | |
| 47 | SYKSTRYKER CORPORATION | 3,335 | $1.2B | 0.67% | |
| 48 | TTTRANE TECHNOLOGIES PLC | 3,215 | $1.2B | 0.66% | |
| 49 | XJHISHARES TR | 27,928 | $1.2B | 0.65% | |
| 50 | CMCSACOMCAST CORP NEW | 30,550 | $1.1B | 0.64% | |
| 51 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,645 | $1.1B | 0.62% | |
| 52 | EAGGISHARES TR | 23,844 | $1.1B | 0.62% | |
| 53 | GOOGALPHABET INC | 5,710 | $1.1B | 0.61% | |
| 54 | ADIANALOG DEVICES INC | 5,043 | $1.1B | 0.60% | |
| 55 | FLJPFRANKLIN TEMPLETON ETF TR | 36,482 | $1.0B | 0.58% | |
| 56 | ORCLORACLE CORP | 6,243 | $1.0B | 0.58% | |
| 57 | FISVFISERV INC | 5,064 | $1.0B | 0.58% | |
| 58 | MDTMEDTRONIC PLC | 12,836 | $1.0B | 0.57% | |
| 59 | TOTLSSGA ACTIVE ETF TR | 25,739 | $1.0B | 0.56% | |
| 60 | CMECME GROUP INC | 4,353 | $1.0B | 0.56% | |
| 61 | XOMEXXON MOBIL CORP | 9,198 | $989.4M | 0.55% | |
| 62 | UNHUNITEDHEALTH GROUP INC | 1,943 | $982.9M | 0.55% | |
| 63 | VEAVANGUARD TAX-MANAGED FDS | 20,357 | $973.5M | 0.54% | |
| 64 | TSLATESLA INC | 2,317 | $935.7M | 0.52% | |
| 65 | MAMASTERCARD INCORPORATED | 1,649 | $868.2M | 0.48% | |
| 66 | KMXCARMAX INC | 10,349 | $846.1M | 0.47% | |
| 67 | TJXTJX COS INC NEW | 6,901 | $833.7M | 0.46% | |
| 68 | JNJJOHNSON & JOHNSON | 5,632 | $814.5M | 0.45% | |
| 69 | DRIDARDEN RESTAURANTS INC | 4,339 | $810.1M | 0.45% | |
| 70 | DDWMWISDOMTREE TR | 23,271 | $800.1M | 0.45% | |
| 71 | EESWISDOMTREE TR | 14,757 | $796.0M | 0.44% | |
| 72 | SCHXSCHWAB STRATEGIC TR | 33,261 | $771.0M | 0.43% | |
| 73 | 4I1PHILIP MORRIS INTL INC | 6,316 | $760.1M | 0.42% | |
| 74 | BACVERIZON COMMUNICATIONS INC | 17,868 | $714.5M | 0.40% | |
| 75 | ELVELEVANCE HEALTH INC | 1,893 | $698.2M | 0.39% | |
| 76 | WFCWELLS FARGO CO NEW | 9,885 | $694.4M | 0.39% | |
| 77 | ICEINTERCONTINENTAL EXCHANGE IN | 4,498 | $670.3M | 0.37% | |
| 78 | SBUXSTARBUCKS CORP | 7,305 | $666.6M | 0.37% | |
| 79 | DISDISNEY WALT CO | 5,969 | $664.6M | 0.37% | |
| 80 | VOEVANGUARD INDEX FDS | 4,065 | $657.7M | 0.37% | |
| 81 | JCIJOHNSON CTLS INTL PLC | 8,179 | $645.5M | 0.36% | |
| 82 | QQEWFIRST TR NAS100 EQ WEIGHTED | 5,090 | $636.0M | 0.35% | |
| 83 | DVNDEVON ENERGY CORP NEW | 17,847 | $584.1M | 0.33% | |
| 84 | FTCSFIRST TR EXCHANGE-TRADED FD | 6,533 | $573.8M | 0.32% | |
| 85 | UNPUNION PAC CORP | 2,487 | $567.2M | 0.32% | |
| 86 | NXPINXP SEMICONDUCTORS N V | 2,673 | $555.7M | 0.31% | |
| 87 | DEODIAGEO PLC | 4,307 | $547.6M | 0.30% | |
| 88 | CHKPCHECK POINT SOFTWARE TECH LT | 2,905 | $542.4M | 0.30% | |
| 89 | NDQINVESCO QQQ TR | 1,051 | $537.3M | 0.30% | |
| 90 | BBYBEST BUY INC | 6,228 | $534.3M | 0.30% | |
| 91 | AMDADVANCED MICRO DEVICES INC | 4,320 | $521.8M | 0.29% | |
| 92 | DIVBISHARES TR | 10,678 | $506.2M | 0.28% | |
| 93 | SPGIS&P GLOBAL INC | 1,008 | $502.1M | 0.28% | |
| 94 | ANGLVANECK ETF TRUST | 17,125 | $491.0M | 0.27% | |
| 95 | MCDMCDONALDS CORP | 1,690 | $489.9M | 0.27% | |
| 96 | EWEDWARDS LIFESCIENCES CORP | 6,455 | $477.9M | 0.27% | |
| 97 | AQLTISHARES TR | 6,646 | $467.1M | 0.26% | |
| 98 | ALSALLSTATE CORP | 2,360 | $455.0M | 0.25% | |
| 99 | QCOMQUALCOMM INC | 2,959 | $454.5M | 0.25% | |
| 100 | STWDSTARWOOD PPTY TR INC | 23,734 | $449.8M | 0.25% |
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