CRUX WEALTH ADVISORS Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$179.7M
Holdings
150
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (150 positions)
| Stock | Value |
|---|---|
NVDANVIDIA CORPORATION | $6.9M |
DGRWWISDOMTREE TR | $6.4M |
MSFTMICROSOFT CORP | $6.2M |
AMZNAMAZON COM INC | $4.8M |
AAPLAPPLE INC | $4.4M |
VOOVANGUARD INDEX FDS | $3.8M |
SUSAISHARES TR | $3.8M |
FIXDFIRST TR EXCHNG TRADED FD VI | $3.8M |
AVGOBROADCOM INC | $3.8M |
VTIVANGUARD INDEX FDS | $3.7M |
JPMJPMORGAN CHASE & CO. | $3.5M |
METAMETA PLATFORMS INC | $3.4M |
FNXFIRST TR MID CAP CORE ALPHAD | $3.1M |
HEMIHARTFORD FDS EXCHANGE TRADED | $3.1M |
AGGISHARES TR | $3.1M |
FLQLFRANKLIN TEMPLETON ETF TR | $2.9M |
FVDFIRST TR VALUE LINE DIVID IN | $2.9M |
RODMLATTICE STRATEGIES TR | $2.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.7M |
EZMWISDOMTREE TR | $2.6M |
SCHGSCHWAB STRATEGIC TR | $2.6M |
GOOGLALPHABET INC | $2.5M |
MOATVANECK ETF TRUST | $2.4M |
VOVANGUARD INDEX FDS | $2.4M |
KNGFIRST TR EXCHANGE-TRADED FD | $2.3M |
ETNEATON CORP PLC | $2.3M |
VXFVANGUARD INDEX FDS | $2.1M |
MSIMOTOROLA SOLUTIONS INC | $2.0M |
VVISA INC | $2.0M |
IGIBISHARES TR | $1.8M |
HDHOME DEPOT INC | $1.8M |
BKNGBOOKING HOLDINGS INC | $1.7M |
EMCGLOBAL X FDS | $1.7M |
VUGVANGUARD INDEX FDS | $1.7M |
WMTWALMART INC | $1.6M |
CBCHUBB LIMITED | $1.4M |
CRMSALESFORCE INC | $1.4M |
IVVISHARES TR | $1.3M |
IVWISHARES TR | $1.3M |
MRKMERCK & CO INC | $1.3M |
IQVIQVIA HLDGS INC | $1.3M |
APDAIR PRODS & CHEMS INC | $1.3M |
VIGIVANGUARD WHITEHALL FDS | $1.3M |
VIGVANGUARD SPECIALIZED FUNDS | $1.3M |
SCHWSCHWAB CHARLES CORP | $1.2M |
MPCMARATHON PETE CORP | $1.2M |
SYKSTRYKER CORPORATION | $1.2M |
TTTRANE TECHNOLOGIES PLC | $1.2M |
XJHISHARES TR | $1.2M |
CMCSACOMCAST CORP NEW | $1.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.1M |
EAGGISHARES TR | $1.1M |
GOOGALPHABET INC | $1.1M |
ADIANALOG DEVICES INC | $1.1M |
FLJPFRANKLIN TEMPLETON ETF TR | $1.0M |
ORCLORACLE CORP | $1.0M |
FISVFISERV INC | $1.0M |
MDTMEDTRONIC PLC | $1.0M |
TOTLSSGA ACTIVE ETF TR | $1.0M |
CMECME GROUP INC | $1.0M |
XOMEXXON MOBIL CORP | $989K |
UNHUNITEDHEALTH GROUP INC | $983K |
VEAVANGUARD TAX-MANAGED FDS | $973K |
TSLATESLA INC | $936K |
MAMASTERCARD INCORPORATED | $868K |
KMXCARMAX INC | $846K |
TJXTJX COS INC NEW | $834K |
JNJJOHNSON & JOHNSON | $815K |
DRIDARDEN RESTAURANTS INC | $810K |
DDWMWISDOMTREE TR | $800K |
EESWISDOMTREE TR | $796K |
SCHXSCHWAB STRATEGIC TR | $771K |
4I1PHILIP MORRIS INTL INC | $760K |
BACVERIZON COMMUNICATIONS INC | $715K |
ELVELEVANCE HEALTH INC | $698K |
WFCWELLS FARGO CO NEW | $694K |
ICEINTERCONTINENTAL EXCHANGE IN | $670K |
SBUXSTARBUCKS CORP | $667K |
DISDISNEY WALT CO | $665K |
VOEVANGUARD INDEX FDS | $658K |
JCIJOHNSON CTLS INTL PLC | $646K |
QQEWFIRST TR NAS100 EQ WEIGHTED | $636K |
DVNDEVON ENERGY CORP NEW | $584K |
FTCSFIRST TR EXCHANGE-TRADED FD | $574K |
UNPUNION PAC CORP | $567K |
NXPINXP SEMICONDUCTORS N V | $556K |
DEODIAGEO PLC | $548K |
CHKPCHECK POINT SOFTWARE TECH LT | $542K |
NDQINVESCO QQQ TR | $537K |
BBYBEST BUY INC | $534K |
AMDADVANCED MICRO DEVICES INC | $522K |
DIVBISHARES TR | $506K |
SPGIS&P GLOBAL INC | $502K |
ANGLVANECK ETF TRUST | $491K |
MCDMCDONALDS CORP | $490K |
EWEDWARDS LIFESCIENCES CORP | $478K |
AQLTISHARES TR | $467K |
ALSALLSTATE CORP | $455K |
QCOMQUALCOMM INC | $455K |
STWDSTARWOOD PPTY TR INC | $450K |
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