Filer Name: CRUX WEALTH ADVISORS
CIK: 2054270
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 150
Portfolio Value: $0.18B

Crux Wealth Advisors Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 51,036 $7M 3.81% - -
DGRW US WISDOMTREE U.S. QUALITY DIVI 79,407 $6M 3.58% - -
MSFT US MICROSOFT CORP 14,621 $6M 3.43% - -
AMZN US AMAZON.COM INC 22,099 $5M 2.70% - -
AAPL US APPLE INC 17,717 $4M 2.47% - -
VOO US VANGUARD S&P 500 ETF 7,130 $4M 2.14% - -
SUSA US ISHARES MSCI USA ESG SELECT 31,286 $4M 2.12% - -
FIXD US FIRST TRUST TCW OPP FIXED IN 88,426 $4M 2.11% - -
AVGO US BROADCOM INC 16,352 $4M 2.11% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 12,729 $4M 2.05% - -
JPM US JPMORGAN CHASE & CO 14,657 $4M 1.96% - -
META US META PLATFORMS INC-CLASS A 5,851 $3M 1.91% - -
FNX US FIRST TRUST MID CAP CORE ALP 27,054 $3M 1.74% - -
HMOP US HARTFORD MUNICIPAL OPP ETF 80,058 $3M 1.72% - -
AGG US ISHARES CORE U.S. AGGREGATE 31,477 $3M 1.70% - -
FLQL US FRANKLIN U.S. LARGE CAP MULT 49,680 $3M 1.62% - -
FVD US FIRST TRUST VALUE LINE DVD 66,250 $3M 1.61% - -
RODM US HARTFORD MULTIFACT DEV MRKT 96,614 $3M 1.53% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 5,957 $3M 1.50% - -
EZM US WISDOMTREE US MIDCAP FUND 42,087 $3M 1.46% - -
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