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  Name: CRUX WEALTH ADVISORS
  City: LONG BEACH
  State: CA
  Zip: 90804
   
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Portfolio Summary View Filing
  Filing Report Date : 2025-03-31
  Total Value : $192,106,000
  Total Value Change : $12,440,000
  Securities Held Change : 18
   
All Securities Held : 168
  New Positions : 24
  Closed Positions : 6
  Increased Positions : 63
  Unchanged Positions : 5
  Decreased Positions : 76

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 1 - $85.23 $6,341,000 79,399 3.3% -85,000 -8 0.06    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $498.84 $5,685,000 15,144 2.96% -478,000 523 0    Application Software
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 3 - $159.34 $4,935,000 45,539 2.57% -1,919,000 -5,497 0    Semiconductor - Speci...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 4 - $485.00 $4,235,000 7,952 2.2% 1,535,000 1,995 0.001    Property & Casualty I...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 5 - $223.41 $4,100,000 21,549 2.13% -748,000 -550 0    Internet Software & S...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 6 - $575.22 $3,827,000 7,446 1.99% -15,000 316 0.001    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 7 - $213.55 $3,687,000 16,598 1.92% -750,000 -1,119 0    Personal Computers
   (META)1 Year Chart         META Meta Platforms Inc 8 - $719.01 $3,649,000 6,331 1.9% 223,000 480 0    Internet Service Prov...
   (KLD)1 Year Chart         KLD iShares KLD Select Social I... 9 - $128.08 $3,520,000 30,647 1.83% -284,000 -639 0.034    Closed - End Fund - E...
   (SPYG)1 Year Chart         SPYG SPDR Dow Jones Wilshire Lar... 10 New $96.07 $3,352,000 41,704 1.74% 3,352,000 41,704 0.002    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 11 - $308.03 $3,319,000 12,076 1.73% -370,000 -653 0.001    Closed - End Fund - E...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 12 - $296.00 $3,238,000 13,200 1.69% -275,000 -1,457 0    Domestic Money Center...
   (BKLC)1 Year Chart         BKLC Bny Mellon Us Large Cap Cor... 13 New $0.00 $3,014,000 28,350 1.57% 3,014,000 28,350 0.032    N/A
   (FVD)1 Year Chart         FVD First Trust Value Line Divi... 14 - $45.48 $2,924,000 65,585 1.52% 33,000 -665 0.023    Closed - End Fund - Debt
   (BKDV)1 Year Chart         BKDV Bny Mellon Dynamic Value ETF 15 New $0.00 $2,921,000 115,494 1.52% 2,921,000 115,494 1.283    N/A
   (FLQL)1 Year Chart         FLQL Franklin Libertyq Us Equity... 16 - $0.00 $2,906,000 51,483 1.51% -7,000 1,803 0.133    N/A
   (HMOP)1 Year Chart         HMOP Hartford Municipal Opportun... 17 - $38.32 $2,895,000 75,299 1.51% -200,000 -4,759 0.159    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 18 - $98.47 $2,762,000 27,921 1.44% -288,000 -3,556 0    Closed - End Fund - E...
   (RODM)1 Year Chart         RODM Lattice Developed Markets E... 19 - $34.13 $2,722,000 87,825 1.42% -24,000 -8,789 0.119    N/A
   (EZM)1 Year Chart         EZM WisdomTree MidCap Earnings 20 - $63.64 $2,478,000 41,570 1.29% -153,000 -517 0.288    Closed - End Fund - Debt
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 21 - $29.42 $2,314,000 92,413 1.2% -294,000 -1,158 0.009    Closed - End Fund - Debt
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 22 - $283.63 $2,291,000 8,860 1.19% -110,000 -229 0.004    Closed - End Fund - E...
   (FIXD)1 Year Chart         FIXD First Trust Tcw Opportnisti... 23 - $43.77 $2,249,000 51,297 1.17% -1,551,000 -37,129 0.05    N/A
   (V)1 Year Chart         V Visa Inc 24 - $358.86 $2,204,000 6,288 1.15% 206,000 -35 0    Business Services
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 25 - $53.88 $2,152,000 24,458 1.12% -270,000 -1,666 0.003    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited 26 - $275.18 $2,102,000 12,554 1.09% -1,689,000 -3,798 0    Semiconductor- Broad...
   (FNX)1 Year Chart         FNX First Trust Mid Cap Core Al... 27 - $118.12 $2,098,000 19,255 1.09% -1,033,000 -7,799 0.221    Closed - End Fund - Debt
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 28 - $52.98 $2,097,000 39,921 1.09% 304,000 5,115 0.006    Closed - End Fund - E...
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 29 - $5,716.80 $1,969,000 427 1.02% 280,000 87 0.001    Internet Software & S...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 30 - $179.53 $1,922,000 12,430 1% -529,000 -520 0    Search Engines & Info...
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 31 - $91.48 $1,849,000 23,615 0.96% 599,000 6,727 0.001    Investment Brokerage ...
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 32 - $197.50 $1,800,000 10,452 0.94% -324,000 -726 0.013    Closed - End Fund - E...
   (PM)1 Year Chart         PM Philip Morris International... 33 - $178.88 $1,682,000 10,599 0.88% 922,000 4,283 0.001    Cigarettes & Other To...
   (KNG)1 Year Chart         KNG Ft Cboe S&p 500 Dividend Ta... 34 - $0.00 $1,524,000 30,168 0.79% -778,000 -15,670 0.07    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 35 - $441.98 $1,476,000 3,980 0.77% -175,000 -42 0.001    Closed - End Fund - E...
   (MSI)1 Year Chart         MSI Motorola Inc 36 - $424.84 $1,446,000 3,302 0.75% -603,000 -1,131 0.002    Communication Equipment
   (ETN)1 Year Chart         ETN Eaton Corp 37 - $362.22 $1,397,000 5,138 0.73% -867,000 -1,684 0.001    Diversified Machinery
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 38 - $112.20 $1,368,000 11,507 0.71% 379,000 2,309 0    Integrated Oil & Gas
   (EAGG)1 Year Chart         EAGG Ishares Esg Us Aggregate Bo... 39 - $47.20 $1,328,000 27,972 0.69% 221,000 4,128 0.012    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 40 - $180.55 $1,314,000 8,412 0.68% 227,000 2,702 0    Search Engines & Info...
   (EMC)1 Year Chart         EMC Global X Emerging Markets G... 41 - $0.00 $1,313,000 50,164 0.68% -371,000 -14,464 0.38    N/A
   (BKCI)1 Year Chart         BKCI Bny Mellon Concentrated Int... 42 New $0.00 $1,294,000 27,077 0.67% 1,294,000 27,077 1.084    N/A
   (MDT)1 Year Chart         MDT Medtronic Plc 43 - $88.39 $1,282,000 14,267 0.67% 257,000 1,431 0.001    Medical Appliances & ...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 44 - $35.99 $1,273,000 34,508 0.66% 126,000 3,958 0.001    CATV Systems
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 45 - $207.81 $1,269,000 6,539 0.66% -5,000 31 0.002    Closed - End Fund - Debt
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 46 - $628.17 $1,258,000 2,238 0.65% -81,000 -37 0    Closed - End Fund - E...
   (SYK)1 Year Chart         SYK Stryker Corp 47 - $395.28 $1,244,000 3,342 0.65% 43,000 7 0.001    Medical Instruments &...
   (VIGI)1 Year Chart         VIGI Vanguard International Divi... 48 - $90.10 $1,243,000 14,993 0.65% -40,000 -1,041 0.007    N/A
   (HD)1 Year Chart         HD Home Depot Inc 49 - $371.68 $1,222,000 3,335 0.64% -560,000 -1,247 0    Home Improvement Stores
   (KMX)1 Year Chart         KMX CarMax Inc 50 - $70.61 $1,214,000 15,586 0.63% 368,000 5,237 0.009    Auto Dealerships
   (ORCL)1 Year Chart         ORCL Oracle Corp 51 - $237.32 $1,188,000 8,499 0.62% 148,000 2,256 0    Application Software
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 52 - $291.84 $1,184,000 4,016 0.62% -111,000 -448 0.002    Diversified Chemicals
   (ANTM)1 Year Chart         ANTM Anthem Inc 53 - $347.84 $1,180,000 2,714 0.61% 482,000 821 0.001    N/A
   (ADI)1 Year Chart         ADI Analog Devices Inc 54 - $245.68 $1,171,000 5,806 0.61% 100,000 763 0.001    Semiconductor- Broad...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 55 - $83.60 $1,145,000 15,954 0.6% 451,000 6,069 0    Domestic Money Center...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 56 - $110.80 $1,143,000 12,312 0.59% -178,000 -700 0.002    Closed - End Fund - E...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 57 - $283.80 $1,126,000 3,729 0.59% -253,000 -1,260 0.001    Property & Casualty I...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 58 - $60.24 $1,113,000 12,677 0.58% -449,000 -4,612 0    Discount, Variety Stores
   (IQV)1 Year Chart         IQV IQVIA Holdings Inc 59 - $164.24 $1,105,000 6,269 0.58% -196,000 -354 0.003    Medical Laboratories ...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 60 - $234.80 $1,082,000 6,519 0.56% -33,000 874 0    Semiconductor - Integ...
   (XJH)1 Year Chart         XJH Ishares Esg Screened S&p Mi... 61 - $0.00 $1,071,000 27,410 0.56% -97,000 -518 0.305    N/A
   (CRM)1 Year Chart         CRM Salesforce.com Inc 62 - $272.15 $1,070,000 3,988 0.56% -308,000 -133 0    Internet Software & S...
   (MA)1 Year Chart         MA MasterCard Inc A 63 - $569.24 $1,059,000 1,933 0.55% 191,000 284 0    Business Services
   (TOTL)1 Year Chart         TOTL SPDR DoubleLine Total Retur... 64 - $39.78 $1,032,000 25,606 0.54% 18,000 -133 0.028    N/A
   (FLJP)1 Year Chart         FLJP Franklin Ftse Japan Etf 65 - $0.00 $968,000 32,935 0.5% -76,000 -3,547 0.018    N/A
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 66 - $176.05 $966,000 6,628 0.5% -250,000 -2,092 0.001    Oil & Gas Refining, P...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 67 - $308.55 $948,000 1,810 0.49% -35,000 -133 0    Health Care Plans
   (DDWM)1 Year Chart         DDWM Wisdomtree Dynamic Currency... 68 - $0.00 $940,000 25,545 0.49% 140,000 2,274 0.049    N/A
   (FISV)1 Year Chart         FISV Fiserv Inc 69 - $175.55 $923,000 4,178 0.48% -117,000 -886 0.001    Business Software & S...
   (MRK)1 Year Chart         MRK Merck & Co Inc 70 - $80.93 $911,000 10,152 0.47% -409,000 -3,114 0    Drug Manufacturers - ...
   (BKHY)1 Year Chart         BKHY Bny Mellon High Yield Beta Etf 71 New $0.00 $906,000 19,027 0.47% 906,000 19,027 0.211    N/A
   (CME)1 Year Chart         CME CME Group Inc 72 - $276.70 $882,000 3,323 0.46% -129,000 -1,030 0.001    Business Services
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 73 - $49.56 $854,000 16,797 0.44% -119,000 -3,560 0.001    Closed - End Fund - F...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 74 - $177.81 $848,000 3,274 0.44% -88,000 957 0    Auto Manufacturers
   (SBUX)1 Year Chart         SBUX Starbucks Corp 75 - $94.44 $817,000 8,326 0.43% 150,000 1,021 0.001    Specialty Eateries
   (COP)1 Year Chart         COP ConocoPhillips 76 - $93.68 $778,000 7,407 0.4% 393,000 3,525 0.001    Integrated Oil & Gas
   (UL)1 Year Chart         UL Unilever Plc (ADR) 77 - $61.37 $776,000 13,024 0.4% 401,000 6,419 0.001    Food - Major Diversified
   (NVS)1 Year Chart         NVS Novartis AG (ADR) 78 - $121.90 $772,000 6,928 0.4% 370,000 2,796 0    Drug Manufacturers - ...
   (DIS)1 Year Chart         DIS Walt Disney Co 79 - $124.00 $766,000 7,761 0.4% 101,000 1,792 0    Entertainment - Diver...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 80 - $24.77 $737,000 33,361 0.38% -34,000 100 0.001    Closed - End Fund - Debt
   (CHKP)1 Year Chart         CHKP Check Point Software Techno... 81 - $223.63 $733,000 3,216 0.38% 191,000 311 0.002    Security Software & S...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 82 - $437.39 $720,000 2,137 0.37% -467,000 -1,078 0.001    Diversified Machinery
   (EES)1 Year Chart         EES WisdomTree SmallCap Earnings 83 - $53.05 $708,000 14,490 0.37% -88,000 -267 0.119    Closed - End Fund - Debt
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 84 - $156.01 $704,000 4,242 0.37% -111,000 -1,390 0    Drug Manufacturers - ...
   (EBAY)1 Year Chart         EBAY eBay Inc 85 - $76.36 $700,000 10,336 0.36% 332,000 4,391 0.001    Internet Software & S...
   (DRI)1 Year Chart         DRI Darden Restaurants Inc 86 - $220.27 $665,000 3,200 0.35% -145,000 -1,139 0.002    Restaurants
   (VOE)1 Year Chart         VOE Vanguard Mid-Cap Value ETF 88 - $167.42 $657,000 4,092 0.34% -1,000 27 0    Closed - End Fund - E...
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 87 - $92.43 $657,000 7,838 0.34% 304,000 3,238 0.005    Domestic Money Center...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 89 - $43.55 $624,000 13,767 0.32% -91,000 -4,101 0    Telecom Services - Do...
   (SNY)1 Year Chart         SNY Sanofi Aventis (ADR) 90 - $48.30 $617,000 11,130 0.32% 309,000 4,734 0    Drug Manufacturers - ...
   (GD)1 Year Chart         GD General Dynamics Corp 91 - $294.76 $615,000 2,256 0.32% 279,000 980 0.001    Aerospace/Defense - M...
   (MCK)1 Year Chart         MCK McKesson Corp 92 - $531.10 $614,000 912 0.32% 323,000 402 0.001    Drugs Wholesale
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 93 - $296.23 $608,000 2,187 0.32% 169,000 232 0.001    Drugs Wholesale
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 94 - $176.16 $599,000 2,617 0.31% 321,000 1,391 0.001    Medical Instruments &...
   (BAC)1 Year Chart         BAC Bank of America Corp 96 - $48.93 $569,000 13,637 0.3% 176,000 4,693 0    Domestic Money Center...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 97 - $162.21 $567,000 3,692 0.3% 112,000 733 0    Communication Equipment
   (TJX)1 Year Chart         TJX TJX Companies Inc 98 - $125.86 $556,000 4,564 0.29% -278,000 -2,337 0    Discount, Variety Stores
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 99 - $307.14 $555,000 1,926 0.29% 129,000 167 0    Closed - End Fund - E...
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) 100 - $104.73 $553,000 5,280 0.29% 5,000 973 0.001    Beverage - Brewers
   (DIVB)1 Year Chart         DIVB Ishares Us Dividend And Buy... 101 - $0.00 $531,000 10,949 0.28% 25,000 271 0.122    N/A

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