Crux Wealth Advisors
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Elevance Health Inc | $1.60M | 0.6% |
| FIRST TR EXCHANGE-TRADED FD | $1.59M | 0.6% |
| LATTICE STRATEGIES TR | $1.58M | 0.6% |
| Medtronic plc | $1.49M | 0.6% |
| FIRST TR EXCHANGE-TRADED FD | $1.49M | 0.6% |
| VANGUARD SPECIALIZED FUNDS | $1.48M | 0.6% |
| NOVARTIS AG | $1.48M | 0.6% |
| FIRST TR EXCHNG TRADED FD VI | $1.44M | 0.5% |
| BNY MELLON ETF TRUST | $1.44M | 0.5% |
| GENERAL DYNAMICS CORP | $1.41M | 0.5% |
| Comcast Corp. | $1.41M | 0.5% |
| Mastercard Inc | $1.41M | 0.5% |
| Bank of New York Mellon Corp/The | $1.40M | 0.5% |
| ISHARES TR | $1.40M | 0.5% |
| VANECK ETF TRUST | $1.28M | 0.5% |
| Walt Disney Co | $1.27M | 0.5% |
| ConocoPhillips | $1.27M | 0.5% |
| UNILEVER PLC | $1.25M | 0.5% |
| ISHARES TR | $1.24M | 0.5% |
| Becton Dickinson & Co | $1.22M | 0.5% |
| SPDR GOLD TR | $1.19M | 0.4% |
| STRYKER CORP | $1.18M | 0.4% |
| MCKESSON CORP | $1.15M | 0.4% |
| Salesforce Inc | $1.13M | 0.4% |
| FRANKLIN TEMPLETON ETF TR | $1.10M | 0.4% |
| OMNICOM GROUP INC. | $1.06M | 0.4% |
| BANK OF AMERICA CORP /DE | $1.03M | 0.4% |
| ORACLE CORP | $1.00M | 0.4% |
| VANGUARD TAX-MANAGED FDS | $978.6K | 0.4% |
| CarMax Inc | $973.2K | 0.4% |
| STARBUCKS CORP | $962.4K | 0.4% |
| VANGUARD INDEX FDS | $957.6K | 0.4% |
| INNOVATOR ETFS TRUST | $917.9K | 0.3% |
| SANOFI | $915.5K | 0.3% |
| ISHARES TR | $884.0K | 0.3% |
| QUALCOMM INC/DE | $875.3K | 0.3% |
| ISHARES TR | $855.6K | 0.3% |
| SCHWAB STRATEGIC TR | $822.0K | 0.3% |
| Air Products & Chemicals, Inc. | $815.4K | 0.3% |
| Check Point Software Technologies Ltd | $782.0K | 0.3% |
| Autodesk, Inc. | $767.0K | 0.3% |
| Airbnb, Inc. | $756.3K | 0.3% |
| INVESCO QQQ TR | $749.0K | 0.3% |
| Eaton Corp plc | $741.4K | 0.3% |
| VANGUARD INDEX FDS | $737.1K | 0.3% |
| FIRST TR EXCH TRADED FD III | $736.3K | 0.3% |
| Cencora Inc | $735.4K | 0.3% |
| ISHARES TR | $693.8K | 0.3% |
| FRANKLIN TEMPLETON ETF TR | $691.7K | 0.3% |
| Nushares ETF Trust | $672.9K | 0.3% |