CRUX WEALTH ADVISORS Portfolio Holdings
Q3 2025•166 long positions•$243.4M portfolio value
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Holding172 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.0M 5.35% | +$910.9K Bought | — 305.4K shares | 284.1K → 305.4K +$910.9K | +7.53% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $9.6M 3.95% | -$53.1K Sold | — 91.9K shares | 92.4K → 91.9K −$53.1K | -0.55% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $8.2M 3.35% | -$249.8K Sold | 0.0% 43.7K shares | 45.0K → 43.7K −$249.8K | -2.97% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $8.0M 3.27% | +$191.5K Bought | — 62.0K shares | 60.5K → 62.0K +$191.5K | +2.47% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $7.8M 3.21% | +$164.2K Bought | 0.0% 15.1K shares | 14.8K → 15.1K +$164.2K | +2.15% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $5.6M 2.3% | +$209.3K Bought | 0.0% 7.6K shares | 7.3K → 7.6K +$209.3K | +3.89% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $5.6M 2.29% | +$523.7K Bought | 0.0% 25.4K shares | 23.0K → 25.4K +$523.7K | +10.37% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $5.1M 2.09% | +$173.9K Bought | 0.0% 10.1K shares | 9.8K → 10.1K +$173.9K | +3.54% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.9M 2.01% | -$124.7K Sold | — 55.1K shares | 56.5K → 55.1K −$124.7K | -2.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.8M 1.95% | +$88.4K Bought | — 86.7K shares | 85.1K → 86.7K +$88.4K | +1.89% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.7M 1.91% | +$24.5K Bought | — 7.6K shares | 7.6K → 7.6K +$24.5K | +0.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 1.65% | +$843.0K Bought | — 77.8K shares | 61.4K → 77.8K +$843.0K | +26.64% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.5M 1.45% | -$435.7K Sold | — 80.4K shares | 90.4K → 80.4K −$435.7K | -11.0% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.5M 1.45% | +$520.4K Bought | — 37.9K shares | 32.3K → 37.9K +$520.4K | +17.35% | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | $3.5M 1.44% | -$11.7K Sold | 0.0% 11.1K shares | 11.1K → 11.1K −$11.7K | -0.33% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 1.42% | +$35.4K Bought | — 34.8K shares | 34.5K → 34.8K +$35.4K | +1.03% | — — | Q2 2025 Held for 5 months | |
Financial - Capital Markets Financial Services | $3.3M 1.36% | +$309.7K Bought | 0.002% 34.7K shares | 31.4K → 34.7K +$309.7K | +10.32% | $173.30B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 1.35% | -$23.3K Sold | — 10.0K shares | 10.1K → 10.0K −$23.3K | -0.7% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $3.3M 1.35% | -$8.3K Sold | 0.0% 13.5K shares | 13.5K → 13.5K −$8.3K | -0.25% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $3.2M 1.31% | -$51.9K Sold | 0.0% 12.5K shares | 12.7K → 12.5K −$51.9K | -1.6% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 1.31% | +$145.6K Bought | — 66.4K shares | 63.3K → 66.4K +$145.6K | +4.79% | — — | Q4 2024 Held for 11 months | |
Travel Services Consumer Cyclical | $3.2M 1.3% | +$194.4K Bought | 0.002% 587.0 shares | 551.0 → 587.0 +$194.4K | +6.53% | $174.99B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 1.22% | -$1.5K Sold | — 92.9K shares | 93.0K → 92.9K −$1.5K | -0.05% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $2.9M 1.19% | +$77.9K Bought | 0.0% 11.9K shares | 11.5K → 11.9K +$77.9K | +2.77% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 1.18% | +$6.8K Bought | — 73.6K shares | 73.4K → 73.6K +$6.8K | +0.24% | — — | Q4 2024 Held for 11 months | |
Tobacco Consumer Defensive | $2.6M 1.08% | +$256.9K Bought | 0.001% 16.2K shares | 14.6K → 16.2K +$256.9K | +10.86% | $252.48B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.08% | +$45.5K Bought | — 60.3K shares | 59.3K → 60.3K +$45.5K | +1.77% | — — | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $2.5M 1.02% | +$140.7K Bought | 0.0% 7.3K shares | 6.9K → 7.3K +$140.7K | +6.01% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 0.988% | +$167.9K Bought | — 49.4K shares | 46.0K → 49.4K +$167.9K | +7.5% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $2.4M 0.969% | +$21.1K Bought | 0.0% 7.1K shares | 7.1K → 7.1K +$21.1K | +0.9% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $2.2M 0.893% | -$170.1K Sold | — 7.8K shares | 8.4K → 7.8K −$170.1K | -7.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.865% | -$41.4K Sold | — 45.6K shares | 46.5K → 45.6K −$41.4K | -1.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 0.843% | -$53.5K Sold | — 57.8K shares | 59.3K → 57.8K −$53.5K | -2.54% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $2.0M 0.83% | +$117.3K Bought | 0.001% 24.1K shares | 22.7K → 24.1K +$117.3K | +6.17% | $268.51B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.827% | -$9.5K Sold | — 30.6K shares | 30.7K → 30.6K −$9.5K | -0.47% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $2.0M 0.807% | +$248.6K Bought | 0.0% 4.4K shares | 3.9K → 4.4K +$248.6K | +14.49% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.802% | -$72.3K Sold | — 19.7K shares | 20.4K → 19.7K −$72.3K | -3.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 0.772% | -$6.2K Sold | — 3.9K shares | 3.9K → 3.9K −$6.2K | -0.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.8M 0.76% | -$49.3K Sold | — 6.3K shares | 6.5K → 6.3K −$49.3K | -2.6% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.7M 0.714% | +$197.8K Bought | 0.001% 8.5K shares | 7.5K → 8.5K +$197.8K | +12.84% | $163.10B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.7M 0.71% | +$370.5K Bought | — 19.3K shares | 15.2K → 19.3K +$370.5K | +27.31% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.7M 0.708% | -$53.8K Sold | — 8.2K shares | 8.5K → 8.2K −$53.8K | -3.03% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $1.6M 0.677% | +$60.0K Bought | 0.0% 14.6K shares | 14.1K → 14.6K +$60.0K | +3.78% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.6M 0.675% | -$154.4K Sold | — 30.4K shares | 33.2K → 30.4K −$154.4K | -8.6% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.6M 0.65% | +$67.3K Bought | 0.001% 6.4K shares | 6.2K → 6.4K +$67.3K | +4.45% | $120.87B Large Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $1.6M 0.644% | +$116.2K Bought | 0.005% 8.3K shares | 7.6K → 8.3K +$116.2K | +8.01% | $32.3B Large Cap | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $1.5M 0.615% | +$63.5K Bought | 0.001% 15.7K shares | 15.1K → 15.7K +$63.5K | +4.43% | $122.16B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 0.613% | -$203.1K Sold | — 14.9K shares | 16.9K → 14.9K −$203.1K | -11.98% | — — | Q4 2024 Held for 11 months | |
Telecommunications Services Communication Services | $1.5M 0.607% | +$317.2K Bought | 0.001% 47.0K shares | 37.0K → 47.0K +$317.2K | +27.32% | $116.01B Large Cap | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $1.5M 0.607% | +$156.4K Bought | 0.002% 4.6K shares | 4.1K → 4.6K +$156.4K | +11.84% | $72.8B Large Cap | Q4 2024 Held for 11 months |
