CRUX WEALTH ADVISORS
RIA/Wealth
CRUX WEALTH ADVISORS is a RIA/Wealth based in Long Beach, CA led by Travis Price Alexander, reporting $410.2M in AUM as of Q3 2025 with 50% ETF concentration.
CEOTravis Price Alexander
- Portfolio Value
- $243.4M
- Positions
- 166
- Top Holding
- BKAG at 5.35%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CRUX WEALTH ADVISORS's portfolio (29.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $13.0M | 5.35% | +$910.9K Bought | — 305.4K shares | |
ETF ETF | $9.6M | 3.95% | -$53.1K Sold | — 91.9K shares | |
Semiconductors Technology | $8.2M | 3.35% | -$249.8K Sold | 0.00% 43.7K shares | |
ETF ETF | $8.0M | 3.27% | +$191.5K Bought | — 62.0K shares | |
Software - Infrastructure Technology | $7.8M | 3.21% | +$164.2K Bought | 0.00% 15.1K shares | |
Internet Content & Information Communication Services | $5.6M | 2.30% | +$209.3K Bought | 0.00% 7.6K shares | |
Specialty Retail Consumer Cyclical | $5.6M | 2.29% | +$523.7K Bought | 0.00% 25.4K shares | |
Insurance - Diversified Financial Services | $5.1M | 2.09% | +$173.9K Bought | 0.00% 10.1K shares | |
ETF ETF | $4.9M | 2.01% | -$124.7K Sold | — 55.1K shares | |
ETF ETF | $4.8M | 1.95% | +$88.4K Bought | — 86.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CRUX WEALTH ADVISORS's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for CRUX WEALTH ADVISORS
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