Crux Wealth Advisors Portfolio
Invests via Crux Wealth Advisors | Managed by Travis P. Alexander, Janet Messer
Invests via Crux Wealth Advisors
Managed by Travis P. Alexander, Janet Messer
Automatically Tracked
Company Profile
Regional wealth management firm focused on holistic financial planning, investment advisory and retirement solutions for high-net-worth individuals, families and small institutions. Crux Wealth Advisors emphasizes customized multi-asset portfolios, fee-based advisory models and fiduciary governance, positioning itself as a client-centric boutique competing with national RIAs.
Regional wealth management firm focused on holistic financial planning, investment advisory and retirement solutions for high-net-worth individuals, families and small institutions. Crux Wealth Advisors emphasizes customized multi-asset portfolios, fee-based advisory models and fiduciary governance, positioning itself as a client-centric boutique competing with national RIAs.
Investment Philosophy & Strategy
A boutique RIA approach that prioritizes fiduciary governance and fee-based alignment, targeting high-net-worth individuals, families and small institutions. Investment strategy emphasizes customized multi-asset portfolios blending active and passive strategies, tax-sensitive asset location, and liability-aware retirement solutions. Capital deployment favors durable income, diversified equity exposures, and opportunistic fixed income overlays with intermediate horizons and drawdown-conscious risk controls. Competitive edge derives from holistic planning integration, client segmentation, and repeatable portfolio construction tailored to household goals.
A boutique RIA approach that prioritizes fiduciary governance and fee-based alignment, targeting high-net-worth individuals, families and small institutions. Investment strategy emphasizes customized multi-asset portfolios blending active and passive strategies, tax-sensitive asset location, and liability-aware retirement solutions. Capital deployment favors durable income, diversified equity exposures, and opportunistic fixed income overlays with intermediate horizons and drawdown-conscious risk controls. Competitive edge derives from holistic planning integration, client segmentation, and repeatable portfolio construction tailored to household goals.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.95%
Gain
Monthly
0.1%
Yearly
1.26%
Drawdown
18%
$283.5M
Equity
Holdings
$283.5M
Investment
$243.92M
$43.04M
Profit -$1.89M
Realized
$3.46M
Unrealized
$39.59M
Dividends
$6.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.89M
Win %
72%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$1.18M
Win %
72%
This Month
Compared to last month
Gain
0.34%
Profit
$957,593.3
Win %
72%
This Year
Compared to last year
Gain
9.71%
Profit
$25.08M
Win %
72%
CB Chubb Limited
+2.73%
+$12,896.8 
MRK Merck & Co., Inc.
+2.55%
+$13,222.56 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$78,145.72 
RTX RTX Corporation
+1.68%
+$10,868.51 
MPC Marathon Petroleum Corporation
+1.66%
+$13,782.01 
GD General Dynamics Corporation
+1.57%
+$24,696.4 
XOM Exxon Mobil Corporation
+1.55%
+$33,007.45 
MCK McKesson Corporation
+1.54%
+$17,250.72 
CVX Chevron Corporation
+1.53%
+$3,110.45 
JNJ Johnson & Johnson
+1.49%
+$5,840.82 
COP ConocoPhillips
+1.48%
+$22,881.77 
WFC Wells Fargo & Company
+1.33%
+$21,977.2 
DVN Devon Energy Corporation
+1.31%
+$2,788.28 
VZ Verizon Communications Inc.
+1.31%
+$3,727.72 
APD Air Products and Chemicals, Inc.
+1.28%
+$12,479.91 
PM Philip Morris International Inc.
+1.11%
+$34,850.38 
WMT Walmart Inc.
+1.08%
+$7,090.99 
COR Cencora, Inc.
+1.07%
+$6,961.64 
ORCL Oracle Corporation
+1.03%
+$6,095.36 
MSI Motorola Solutions, Inc.
+0.93%
+$5,452.83 
NVS Novartis AG Sponsored ADR
+0.87%
+$12,652.29 
UNP Union Pacific Corporation
+0.85%
+$2,542.08 
DE Deere & Company
+0.81%
+$3,178.48 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.58%
+$2,133.3 
UNH UnitedHealth Group Incorporated
+0.57%
+$1,963.89 
GLD SPDR Gold Shares
+0.45%
+$3,358.72 
JPM JPMorgan Chase & Co.
+0.44%
+$15,522.57 
FVD First Trust Value Line Dividend Index Fund
+0.42%
+$6,408.99 
VTV Vanguard Value ETF
+0.42%
+$1,111.36 
ARDX Ardelyx Inc.
+0.39%
+$716.24 
VOE Vanguard Mid-Cap Value ETF
+0.38%
+$3,237.95 
UL Unilever PLC Sponsored American Depositary Receipt
+0.35%
+$4,273.28 
ETN Eaton Corporation plc
+0.33%
+$2,991.12 
MDT Medtronic plc
+0.26%
+$3,472.7 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.24%
+$3,951.8 
AGG iShares Core U.S. Aggregate Bond ETF
+0.21%
+$1,708.27 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.19%
+$1,053.6 
CHKP Check Point Software Technologies Ltd.
+0.18%
+$1,067.9 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$463.93 
FTCB First Trust Core Investment Grade ETF
+0.17%
+$2,798.07 
BKAG BNY Mellon Core Bond ETF
+0.17%
+$22,596.35 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.16%
+$5,031.45 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.14%
+$1,904.4 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.14%
+$717.86 
SCIO First Trust Structured Credit Income Opportunities ETF
+0.12%
+$3,480.78 
VCEB Vanguard ESG U.S. Corporate Bond Fund
+0.12%
+$465.45 
COST Costco Wholesale Corporation
+0.1%
+$221.15 
AZO AutoZone Inc.
+0.09%
+$198.8 
AON Aon plc
+0.08%
+$749.89 
ECL Ecolab Inc.
+0.08%
+$304.47 
SBND Columbia Short Duration Bond ETF
+0.05%
+$1,140.77 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$84.93 
DRI Darden Restaurants, Inc.
+0.03%
+$64.3 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.01%
+$29.75 
BKEM BNY Mellon Emerging Markets Equity ETF
0%
$0 
BKSE BNY Mellon US Small Cap Core Equity ETF
0%
$0 
NUHY Nuveen ESG High Yield Corporate Bond ETF
0%
$0 
RBUF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
AMAT Applied Materials, Inc.
-4.69%
-$211,033.76 
META Meta Platforms Inc Class A
-4.6%
-$235,435.5 
TSLA Tesla, Inc.
-2.86%
-$50,713.6 
SYK Stryker Corporation
-2.68%
-$40,708.13 
UBER Uber Technologies, Inc.
-2.59%
-$11,543.04 
BKNG Booking Holdings Inc.
-2.58%
-$75,803 
AMD Advanced Micro Devices, Inc.
-2.53%
-$18,616.23 
ACN Accenture plc Class A
-2.52%
-$9,464.42 
SMH VanEck Semiconductor ETF
-2.41%
-$7,184.04 
MSFT Microsoft Corp.
-2.36%
-$137,722.06 
GOOG Alphabet Inc
-2.13%
-$85,582.28 
GOOGL Alphabet Inc
-2.1%
-$82,718.19 
BNY BlackRock New York Municipal Income Trust
-2.03%
-$36,808.66 
DXCM DexCom, Inc.
-2.01%
-$10,962.7 
NVDA NVIDIA Corporation
-2.01%
-$169,112.32 
OMC Omnicom Group Inc.
-1.97%
-$22,517.9 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$6,245.84 
FLJP Franklin FTSE Japan ETF
-1.88%
-$14,280.52 
LYG Lloyds Banking Group Plc ADR
-1.82%
-$1,163.14 
V Visa Inc. Class A
-1.78%
-$46,702.11 
TMO Thermo Fisher Scientific Inc.
-1.67%
-$9,170.81 
GS The Goldman Sachs Group, Inc.
-1.64%
-$5,516.26 
ELV Elevance Health, Inc.
-1.58%
-$27,783.18 
EMC Global X Emerging Markets Great Consumer ETF
-1.56%
-$4,322.53 
MA Mastercard Incorporated
-1.53%
-$19,483.88 
CGGR Capital Group Growth ETF
-1.52%
-$31,630.9 
VUG Vanguard Growth ETF
-1.52%
-$29,887.32 
ABNB Airbnb, Inc.
-1.45%
-$11,571.5 
ADI Analog Devices, Inc.
-1.43%
-$28,441.76 
DIS The Walt Disney Company
-1.42%
-$15,541.9 
QCOM QUALCOMM Incorporated
-1.42%
-$12,351.68 
ESGE iShares ESG Aware MSCI EM ETF
-1.34%
-$41,890.59 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$11,991.63 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.31%
-$37,927.74 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.31%
-$6,190.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.3%
-$167,290.2 
IUSG iShares Core S&P U.S. Growth ETF
-1.26%
-$4,741.59 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$5,757.05 
WCMI First Trust WCM International Equity ETF
-1.13%
-$2,205.68 
NULG Nuveen ESG Large-Cap Growth ETF
-1.12%
-$45,513.68 
AVGO Broadcom Inc.
-1.04%
-$24,738.88 
TT Trane Technologies plc
-0.99%
-$4,478.95 
IQV IQVIA Holdings Inc.
-0.96%
-$16,766 
VEEV Veeva Systems Inc.
-0.91%
-$3,101.38 
ADBE Adobe Inc.
-0.87%
-$3,902.45 
CRM Salesforce Inc
-0.85%
-$6,153.42 
CRCL Circle Internet Group, Inc.
-0.84%
-$13,426.26 
MGC Vanguard Mega Cap ETF
-0.78%
-$2,984.68 
BKIE BNY Mellon International Equity ETF
-0.78%
-$13,317.72 
IEFA iShares Core MSCI EAFE ETF
-0.78%
-$2,061.75 
BKLC BNY Mellon US Large Cap Core Equity ETF
-0.77%
-$76,123.8 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.76%
-$2,158.6 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.73%
-$2,878.44 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.72%
-$38,053.73 
SCHX Schwab U.S. Large-Cap ETF
-0.69%
-$6,280.18 
VOO Vanguard S&P 500 ETF
-0.69%
-$35,644 
IVV iShares Core S&P 500 ETF
-0.69%
-$8,937.23 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.66%
-$7,958.04 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.66%
-$22,375.58 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.66%
-$2,492.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$6,536.16 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$13,787.39 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.63%
-$14,998.56 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-0.63%
-$6,776.42 
SBUX Starbucks Corporation
-0.62%
-$7,587.75 
ADSK Autodesk, Inc.
-0.61%
-$3,406.92 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.61%
-$2,124.21 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.6%
-$28,710.58 
PTLC Pacer Trendpilot US Large Cap ETF
-0.6%
-$14,284.9 
BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF
-0.59%
-$22,992.48 
IWP iShares Russell Mid-Cap Growth ETF
-0.53%
-$1,235.89 
AMRZ Amrize Ltd.
-0.51%
-$3,084.12 
FIW First Trust Water ETF
-0.5%
-$1,157.75 
EALT Bear Family of Funds, Inc.
-0.49%
-$1,258.95 
SCHW Charles Schwab Corporation
-0.49%
-$17,059 
MOAT VanEck Morningstar Wide Moat Fund
-0.47%
-$5,776.77 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$2,293.2 
NOW ServiceNow, Inc.
-0.39%
-$400 
VXF Vanguard Extended Market ETF
-0.37%
-$3,560.48 
RDVY First Trust Rising Dividend Achievers ETF
-0.35%
-$18,951.65 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.35%
-$2,156.22 
LEGR First Trust Indxx Innovative Technology 47 Unit Investment Trust
-0.33%
-$925.91 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.28%
-$850.92 
JCI Johnson Controls International plc
-0.27%
-$879.7 
FNY First Trust Mid Cap Growth Fund
-0.23%
-$4,551.46 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$762.77 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.22%
-$1,166.1 
BDX Becton, Dickinson and Company
-0.22%
-$2,397.41 
XLF Financial Select Sector SPDR Fund
-0.19%
-$483.12 
ICE Intercontinental Exchange, Inc.
-0.19%
-$1,403.46 
CME CME Group Inc.
-0.19%
-$608.58 
BKDV BNY Mellon Dynamic Value ETF
-0.18%
-$20,553.96 
EES WisdomTree U.S. SmallCap Fund
-0.17%
-$570.36 
AFMC First Trust Active Factor Mid Cap ETF
-0.17%
-$3,087.2 
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.16%
-$725.8 
SNY Sanofi American Depositary Receipt
-0.16%
-$1,343.58 
BKHY BNY Mellon High Yield ETF
-0.14%
-$3,591.7 
BKMC BNY Mellon US Mid Cap Core Equity ETF
-0.14%
-$879.12 
NULV Nuveen ESG Large-Cap Value ETF
-0.14%
-$5,674.97 
HMOP Hartford Municipal Opportunities ETF
-0.13%
-$3,092.15 
CMCSA Comcast Corp
-0.12%
-$1,469.55 
PEP PepsiCo, Inc.
-0.1%
-$477.9 
AMZN Amazon.com Inc
-0.1%
-$7,075.12 
FTCS First Trust Capital Strength ETF
-0.08%
-$2,578.2 
EZM WisdomTree U.S. MidCap Fund
-0.08%
-$1,313.1 
HD The Home Depot, Inc.
-0.08%
-$346.68 
TJX The TJX Companies, Inc.
-0.08%
-$265.44 
MAS Masco Corporation
-0.07%
-$505.2 
AAPL Apple Inc.
-0.07%
-$2,574.74 
MCD McDonald's Corporation
-0.06%
-$153.76 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$947.52 
KFEB Innovator U.S. Small Cap Power Buffer ETF
-0.06%
-$126.29 
FERG Ferguson Enterprises Inc
-0.05%
-$219.23 
DON WisdomTree U.S. MidCap Dividend Fund
-0.04%
-$114.47 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.03%
-$95.46 
FTLS First Trust Long/Short Equity ETF
-0.03%
-$213.2 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$58.19 
FMHI First Trust Municipal High Income Fund
-0.02%
-$63.64 
MUB iShares National Muni Bond ETF
-0.02%
-$194.56 Events
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Dividends
Dividend Analysis
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| Trades 991 | Longs Won 694/991 70% | Profit Factor 5.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $193,939.82 |
| Average Win $75,299.06 | Best Trade (Jul 15) $3.15M | Sharpe Ratio -90.99 |
| Average Loss -$31,020.68 | Worst Trade (Jul 17) -$752,875.48 | Z-Score 12.23 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $43,435.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
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