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Crux Wealth Advisors

All holdings · as of Dec 31, 2025

176 positions

CompanyClassValueShares% of portfolio
OMNICOM GROUP INC.$1.06M13,1730.4%
FRANKLIN TEMPLETON ETF TR$1.10M15,8440.4%
Salesforce Inc$1.13M4,2730.4%
MCKESSON CORP$1.15M1,4070.4%
STRYKER CORP$1.18M3,3610.4%
SPDR GOLD TR$1.19M2,9910.4%
Becton Dickinson & Co$1.22M6,2970.5%
ISHARES TR$1.24M1,8170.5%
UNILEVER PLC$1.25M19,0920.5%
ConocoPhillips$1.27M13,5650.5%
Walt Disney Co$1.27M11,2050.5%
VANECK ETF TRUST$1.28M12,3660.5%
ISHARES TR$1.40M25,8950.5%
Bank of New York Mellon Corp/The$1.40M12,0810.5%
Mastercard Inc$1.41M2,4620.5%
Comcast Corp.$1.41M47,0980.5%
GENERAL DYNAMICS CORP$1.41M4,1840.5%
BNY MELLON ETF TRUST$1.44M19,1770.5%
FIRST TR EXCHNG TRADED FD VI$1.44M41,8650.5%
NOVARTIS AG$1.48M10,7290.6%
VANGUARD SPECIALIZED FUNDS$1.48M6,7420.6%
FIRST TR EXCHANGE-TRADED FD$1.49M32,3530.6%
Medtronic plc$1.49M15,5280.6%
LATTICE STRATEGIES TR$1.58M42,6950.6%
FIRST TR EXCHANGE-TRADED FD$1.59M74,7020.6%
Elevance Health Inc$1.60M4,5550.6%
WISDOMTREE TR$1.64M24,4770.6%
FIRST TR EXCHANGE-TRADED ALP$1.65M18,1310.6%
BNY MELLON ETF TRUST$1.68M18,1650.6%
VANGUARD INDEX FDS$1.70M5,8440.6%
ANALOG DEVICES INC$1.72M6,3410.6%
EXXON MOBIL CORP$1.75M14,5250.7%
VANGUARD INDEX FDS$1.86M3,8180.7%
IQVIA HOLDINGS INC.$1.89M8,4000.7%
CAPITAL GROUP GROWTH ETF$1.90M42,6550.7%
COLUMBIA ETF TR I$2.00M105,7500.7%
PACER FDS TR$2.06M58,6050.8%
VANGUARD INDEX FDS$2.09M6,2350.8%
PACER FDS TR$2.14M38,5550.8%
APPLIED MATERIALS INC /DE$2.15M8,3860.8%
Tesla Inc$2.17M4,8230.8%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$2.23M7,3400.8%
WELLS FARGO & COMPANY/MN$2.25M24,1200.8%
Broadcom Inc.$2.38M6,8770.9%
Visa Inc$2.50M7,1280.9%
BNY MELLON ETF TRUST$2.56M53,3011.0%
Philip Morris International Inc.$2.64M16,4441.0%
HARTFORD FDS EXCHANGE TRADED$2.67M68,3181.0%
ISHARES INC$2.70M61,1901.0%
FIRST TR EXCHANGE-TRADED FD$2.72M130,8231.0%
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