Top 50 Crux Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BKAG | BNY MELLON ETF TRUST | 5.23% | 322.8K | $13.6M | +2.21%(+6.98K) | $41.97(-0.33%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 4.09% | 108.6K | $10.6M | +4.39%(+4.57K) | $89.59(+32.63%) | 2026-03-31 | |
| BKDV | BNY MELLON ETF TRUST II | 3.9% | 342.6K | $10.2M | +1.79%(+6.04K) | $25.76(+25.35%) | 2026-03-31 | |
| BKLC | BNY MELLON ETF TRUST | 3.29% | 68.6K | $8.6M | +4.91%(+3.21K) | $112.89(+25.84%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.72% | 40.7K | $7.1M | -3.48%(-1.46K) | $127.86(+76.62%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.18% | 27.2K | $5.7M | +8.12%(+2.04K) | $205.73(+31.31%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.07% | 14.5K | $5.4M | +1.44%(+207) | $426.69(-5.04%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.74% | 66.5K | $4.5M | +4.57%(+2.90K) | $68.39(+8.06%) | 2026-03-31 | |
| SPYX | SPDR SERIES TRUST | 1.74% | 85.5K | $4.5M | -0.21%(-183) | $48.31(+25.75%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.72% | 7.5K | $4.5M | -1.42%(-108) | $533.48(+27.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.65% | +14.62% |
| Top 20 Holdings Unweighted | +5.45% | +17.25% |
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