Crux Wealth Advisors

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
Tracking: 0 Updated: 7 hours ago
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:
29.36%
Gain -1.55%
Monthly
1.3%
Yearly
16.71%
Drawdown
16.7%
$297.4M
Equity
Holdings
$297.4M
Investment
$249.43M
$53.46M
Profit -$3.65M
Realized
$5.49M
Unrealized
$47.97M
Dividends
$6.24M

Goals

Avg. 89% completed goals
Yearly
Gain > 5%
2026
78%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-1.55%
Profit
-$3.65M
Win %
72%
This Week
Compared To Last Week
Gain
-1.21%
Profit
-$3.65M
Win %
72%
This Month
Compared to last month
Gain
2.69%
Profit
$7.79M
Win %
72%
This Year
Compared to last year
Gain
3.88%
Profit
$11.13M
Win %
72%
Amazon.com Inc logo
AMZN Amazon.com Inc
+15.32%
+$951,537.58
DexCom, Inc. logo
DXCM DexCom, Inc.
+11.95%
+$58,770.36
Eaton Corporation plc logo
ETN Eaton Corporation plc
+7.32%
+$64,207.08
Alphabet Inc logo
GOOG Alphabet Inc
+6.88%
+$228,574.47
Alphabet Inc logo
GOOGL Alphabet Inc
+6.73%
+$229,486.11
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
+3.52%
+$16,529.78
Trane Technologies plc logo
TT Trane Technologies plc
+3.33%
+$14,009.86
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+3.28%
+$133,607.69
Microsoft Corp. logo
MSFT Microsoft Corp.
+3.02%
+$194,071.24
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.93%
+$229,725
Devon Energy Corporation logo
DVN Devon Energy Corporation
+2.17%
+$4,870.08
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.14%
+$5,564.7
First Trust NASDAQ Cybersecurity ETF logo
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$5,515.08
Johnson Controls International plc logo
JCI Johnson Controls International plc
+1.93%
+$6,421.8
Rockwell Automation, Inc. logo
ROK Rockwell Automation, Inc.
+1.93%
+$4,689.18
Salesforce Inc logo
CRM Salesforce Inc
+1.83%
+$13,537.88
Oracle Corporation logo
ORCL Oracle Corporation
+1.81%
+$10,951.71
Accenture plc Class A logo
ACN Accenture plc Class A
+1.61%
+$12,497.81
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.52%
+$4,466.7
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$189,246.07
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$6,535.68
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$5,039.76
Comcast Corp logo
CMCSA Comcast Corp
+1.23%
+$13,753.54
ConocoPhillips logo
COP ConocoPhillips
+1.22%
+$19,488.01
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.19%
+$18,330.42
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+1.18%
+$35,406.02
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
+1.14%
+$6,670.28
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$31,548.74
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+1.1%
+$20,927.79
Veeva Systems Inc. logo
VEEV Veeva Systems Inc.
+1.1%
+$3,674.1
Adobe Inc. logo
ADBE Adobe Inc.
+1.01%
+$4,538.1
BNY Mellon Emerging Markets Equity ETF logo
BKEM BNY Mellon Emerging Markets Equity ETF
+1%
+$15,403.58
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,988.16
Union Pacific Corporation logo
UNP Union Pacific Corporation
+0.92%
+$2,664.67
iShares ESG Aware MSCI EM ETF logo
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$27,797.74
BNY Mellon Dynamic Value ETF logo
BKDV BNY Mellon Dynamic Value ETF
+0.92%
+$104,841.43
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
+0.87%
+$30,012.71
Vanguard Mega Cap ETF logo
MGC Vanguard Mega Cap ETF
+0.87%
+$3,273.3
Franklin U.S. Large Cap Multisector Fund logo
FLQL Franklin U.S. Large Cap Multisector Fund
+0.84%
+$9,694.7
McDonald's Corporation logo
MCD McDonald's Corporation
+0.82%
+$2,129.61
Global X Defense Tech ETF logo
SHLD Global X Defense Tech ETF
+0.77%
+$1,936.8
Tesla, Inc. logo
TSLA Tesla, Inc.
+0.76%
+$10,919.63
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
+0.76%
+$6,496.06
Pacer Trendpilot US Large Cap ETF logo
PTLC Pacer Trendpilot US Large Cap ETF
+0.74%
+$17,705.25
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.71%
+$36,003.18
SPDR S&P 500 Fossil Fuel Reserves Free ETF logo
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.71%
+$36,918.08
BNY Mellon US Large Cap Core Equity ETF logo
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$69,247.53
Invesco NASDAQ 100 ETF logo
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$1,313.38
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.69%
+$8,867.84
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,535.82
Defiance Quantum ETF logo
QTUM Defiance Quantum ETF
+0.67%
+$1,300.96
Capital Group Growth ETF logo
CGGR Capital Group Growth ETF
+0.65%
+$13,229.8
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,566.76
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$5,836.04
Global X Emerging Markets Great Consumer ETF logo
EMC Global X Emerging Markets Great Consumer ETF
+0.59%
+$1,578.79
Bear Family of Funds, Inc. logo
EALT Bear Family of Funds, Inc.
+0.53%
+$1,742.11
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$10,893.1
WisdomTree U.S. Quality Dividend Growth Fund logo
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$23,145.62
INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund logo
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
+0.49%
+$6,069.55
Innovator U.S. Equity 10% Buffer ETF logo
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.44%
+$2,671.2
Innovator U.S. Equity Power Buffer ETF - February logo
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$1,254.78
RTX Corporation logo
RTX RTX Corporation
+0.39%
+$2,730.84
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.37%
+$9,194.4
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.36%
+$17,072.94
First Trust Rising Dividend Achievers ETF logo
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$19,452.93
Bank of America Corporation logo
BAC Bank of America Corporation
+0.36%
+$847
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,140.95
Nuveen ESG Large-Cap Value ETF logo
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$13,595.24
AutoZone Inc. logo
AZO AutoZone Inc.
+0.32%
+$677.6
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.32%
+$5,080.08
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+0.32%
+$1,610.11
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
+0.3%
+$772.62
FT Vest US Equity Moderate B Fund logo
GMAR FT Vest US Equity Moderate B Fund
+0.3%
+$604.75
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.27%
+$9,341.72
Nuveen ESG Large-Cap Growth ETF logo
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$10,471.32
VanEck Morningstar Wide Moat Fund logo
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$2,575.46
CME Group Inc. logo
CME CME Group Inc.
+0.21%
+$757.54
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.21%
+$797.65
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+0.2%
+$3,720.67
Pacer U.S. Large Cap Cash Cows Growth ETF logo
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$4,417.91
BlackRock New York Municipal Income Trust logo
BNY BlackRock New York Municipal Income Trust
+0.16%
+$2,382.48
Chubb Limited logo
CB Chubb Limited
+0.15%
+$728.22
First Trust Indxx Innovative Technology 47 Unit Investment Trust logo
LEGR First Trust Indxx Innovative Technology 47 Unit Investment Trust
+0.11%
+$736.38
Becton, Dickinson and Company logo
BDX Becton, Dickinson and Company
+0.1%
+$1,454.86
iShares MSCI USA Min Vol Factor ETF logo
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$239.4
Walmart Inc. logo
WMT Walmart Inc.
+0.09%
+$571.41
The Walt Disney Company logo
DIS The Walt Disney Company
+0.03%
+$324.15
Columbia Short Duration Bond ETF logo
SBND Columbia Short Duration Bond ETF
+0.03%
+$615.62
First Trust Morningstar Dividend Leaders Index Fund logo
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$167.02
Hartford Municipal Opportunities ETF logo
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$301.83
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Invesco Ultra Short Duration ETF logo
GSY Invesco Ultra Short Duration ETF
0%
$0
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
0%
$0
RBUF
RBUF
0%
$0
NFEB
NFEB
0%
$0
Apple Inc. logo
AAPL Apple Inc.
-7.35%
-$283,941.6
NXP Semiconductors N.V. logo
NXPI NXP Semiconductors N.V.
-6.53%
-$12,592
Stryker Corporation logo
SYK Stryker Corporation
-6.42%
-$117,709.45
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$35,010.78
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
-2.75%
-$20,352.61
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-2.63%
-$7,493.24
Circle Internet Group, Inc. logo
CRCL Circle Internet Group, Inc.
-2.54%
-$42,911.38
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
-2.42%
-$44,657.57
Netflix, Inc. logo
NFLX Netflix, Inc.
-2%
-$16,476.1
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-1.9%
-$13,296.39
Ardelyx Inc. logo
ARDX Ardelyx Inc.
-1.79%
-$3,541.32
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
-1.77%
-$16,503.48
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-1.68%
-$5,747.92
Aon plc logo
AON Aon plc
-1.64%
-$14,472.13
Darden Restaurants, Inc. logo
DRI Darden Restaurants, Inc.
-1.64%
-$4,200.21
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.49%
-$11,447.92
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
-1.45%
-$20,548.26
Amrize Ltd. logo
AMRZ Amrize Ltd.
-1.39%
-$8,050.92
The TJX Companies, Inc. logo
TJX The TJX Companies, Inc.
-1.21%
-$4,260.46
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
-1.17%
-$22,051.86
Omnicom Group Inc. logo
OMC Omnicom Group Inc.
-1.14%
-$11,989.25
Deere & Company logo
DE Deere & Company
-1.13%
-$4,447.19
McKesson Corporation logo
MCK McKesson Corporation
-1.08%
-$11,733.89
Franklin FTSE Japan ETF logo
FLJP Franklin FTSE Japan ETF
-0.98%
-$7,029.36
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
-0.97%
-$21,984.57
BNY Mellon ETF Trust BNY Mellon Concentrated International ETF logo
BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF
-0.95%
-$37,668.44
WisdomTree Europe Hedged Equity Fund logo
HEDJ WisdomTree Europe Hedged Equity Fund
-0.87%
-$4,758.5
Masco Corporation logo
MAS Masco Corporation
-0.87%
-$5,058.9
Check Point Software Technologies Ltd. logo
CHKP Check Point Software Technologies Ltd.
-0.86%
-$4,562.8
Vanguard International Dividend Appreciation Index Fund logo
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$5,057.66
S&P Global Inc. logo
SPGI S&P Global Inc.
-0.74%
-$6,072.48
Mastercard Incorporated logo
MA Mastercard Incorporated
-0.74%
-$9,362.76
BNY Mellon International Equity ETF logo
BKIE BNY Mellon International Equity ETF
-0.7%
-$12,510.72
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$6,935.73
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,760.22
Xtrackers MSCI EAFE Hedged Equity ETF logo
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$3,793.65
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,002.32
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-0.61%
-$18,254.45
Ecolab Inc. logo
ECL Ecolab Inc.
-0.61%
-$2,296.53
iShares ESG Aware MSCI EAFE ETF logo
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$21,433.6
First Trust Mid Cap Growth Fund logo
FNY First Trust Mid Cap Growth Fund
-0.55%
-$10,911.51
Hartford Multifactor Developed Markets (ex-US) ETF logo
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.53%
-$8,725.86
First Trust Capital Strength ETF logo
FTCS First Trust Capital Strength ETF
-0.51%
-$16,458.72
First Trust WCM International Equity ETF logo
WCMI First Trust WCM International Equity ETF
-0.49%
-$974.61
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.46%
-$2,007.04
BNY Mellon US Small Cap Core Equity ETF logo
BKSE BNY Mellon US Small Cap Core Equity ETF
-0.45%
-$3,151.2
Xtrackers Municipal Infrastructure Revenue Bond ETF logo
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF
-0.44%
-$1,910.15
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-0.43%
-$2,205.74
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.42%
-$1,747.26
WisdomTree Dynamic Currency Hedged International Equity Fund logo
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$1,660.22
Medtronic plc logo
MDT Medtronic plc
-0.37%
-$5,200.64
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,051.1
First Trust Mid Cap Core AlphaDEX Fund logo
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$1,202.04
Airbnb, Inc. logo
ABNB Airbnb, Inc.
-0.37%
-$2,881.21
First Trust Core Investment Grade ETF logo
FTCB First Trust Core Investment Grade ETF
-0.34%
-$5,694.99
Autodesk, Inc. logo
ADSK Autodesk, Inc.
-0.33%
-$1,884.96
iShares Russell Mid-Cap Growth ETF logo
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$745.81
First Trust Long/Short Equity ETF logo
FTLS First Trust Long/Short Equity ETF
-0.31%
-$2,489.75
First Trust Enhanced Short Maturity Fund logo
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$1,624.5
Vanguard Extended Market ETF logo
VXF Vanguard Extended Market ETF
-0.3%
-$2,702.26
Cencora, Inc. logo
COR Cencora, Inc.
-0.28%
-$1,812.95
Vanguard Value ETF logo
VTV Vanguard Value ETF
-0.27%
-$716.25
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,082.5
First Trust Structured Credit Income Opportunities ETF logo
SCIO First Trust Structured Credit Income Opportunities ETF
-0.24%
-$7,015.15
BNY Mellon Core Bond ETF logo
BKAG BNY Mellon Core Bond ETF
-0.24%
-$32,378.4
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.24%
-$535.79
Vanguard Mid-Cap Value ETF logo
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$2,015
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.22%
-$484.43
Fidelity S&P 500 Dividend Aristocrats ETF logo
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$882.09
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$991.39
iShares ESG Aware U.S. Aggregate Bond ETF logo
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$6,877.8
SPDR DoubleLine Total Return Tactical ETF logo
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$1,046
First Trust Value Line Dividend Index Fund logo
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$2,696.58
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
-0.18%
-$5,697.38
First Trust Municipal High Income Fund logo
FMHI First Trust Municipal High Income Fund
-0.17%
-$502.76
Elevance Health, Inc. logo
ELV Elevance Health, Inc.
-0.15%
-$2,518.84
WisdomTree U.S. SmallCap Fund logo
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$460.4
Nuveen ESG High Yield Corporate Bond ETF logo
NUHY Nuveen ESG High Yield Corporate Bond ETF
-0.12%
-$827.58
iShares 5-10 Year Investment Grade Corporate Bond ETF logo
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,560.84
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.11%
-$1,201.92
BNY Mellon US Mid Cap Core Equity ETF logo
BKMC BNY Mellon US Mid Cap Core Equity ETF
-0.11%
-$698.89
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
-0.1%
-$264.48
First Trust California Municipal Fund logo
FCAL First Trust California Municipal Fund
-0.09%
-$391.9
WisdomTree U.S. MidCap Dividend Fund logo
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$207.25
First Trust Low Duration Opportunities ETF logo
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$248.4
Innovator U.S. Small Cap Power Buffer ETF logo
KFEB Innovator U.S. Small Cap Power Buffer ETF
-0.08%
-$171.25
WisdomTree U.S. MidCap Fund logo
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$1,053.3
Vanguard California Tax-Exempt Bond Fund logo
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$602.81
First Trust Short Duration Managed Municipal ETF logo
FSMB First Trust Short Duration Managed Municipal ETF
-0.05%
-$116.63
First Trust Active Factor Mid Cap ETF logo
AFMC First Trust Active Factor Mid Cap ETF
-0.05%
-$887.68
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.05%
-$850.48
BNY Mellon High Yield ETF logo
BKHY BNY Mellon High Yield ETF
-0.05%
-$1,255.3
Visa Inc. Class A logo
V Visa Inc. Class A
-0.04%
-$1,007.65
VanEck Fallen Angel High Yield Bond ETF logo
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$70.32
Vanguard ESG U.S. Corporate Bond Fund logo
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.03%
-$136.86
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$141.48
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-0.01%
-$55.62
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Dividends

Dividend Analysis

Yearly
$
Trades
1175
Longs Won
826/1175 70%
Profit Factor
8.35
Profitability
Shorts Won
0/0 0%
Standard Deviation
$194,977.47
Average Win
$73,516.99
Best Trade
(Aug 28) $3.77M
Sharpe Ratio
-84.17
Average Loss
-$20,828.12
Worst Trade
(Aug 03) -$793,474.83
Z-Score
8.24 (100%)
Commissions
$0
Avg. Trade Length
10m 2w 3d
Expectancy
$45,495.99
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 14,286 12,857 11,429 10,000 8,571 7,143 5,714 4,286 2,857 1,429
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Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
11,580 $2.9M $3.58M - $677,390.76 23.36%
-7.354%
Airbnb, Inc. logo
ABNB Airbnb, Inc.
5,145 $674,818 $779,570.4 - $104,752.4 15.52%
-0.368%
Accenture plc Class A logo
ACN Accenture plc Class A
4,752 $782,832.47 $788,451.84 - $5,619.37 0.72%
+1.611%
Adobe Inc. logo
ADBE Adobe Inc.
1,808 $733,289.64 $452,741.28 - -$280,548.36 -38.26%
+1.013%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
5,028 $1.08M $1.85M - $769,132.43 71.33%
+0.202%
Autodesk, Inc. logo
ADSK Autodesk, Inc.
2,448 $721,673.6 $573,321.6 - -$148,352 -20.56%
-0.328%
First Trust Active Factor Mid Cap ETF logo
AFMC First Trust Active Factor Mid Cap ETF
44,384 $1.53M $1.8M - $266,608.32 17.37%
-0.049%
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
8,330 $807,180.89 $811,092.1 - $3,911.21 0.48%
-0.256%
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
2,891 $663,704 $721,073.22 - $57,369.22 8.64%
-2.745%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
6,001 $1.12M $3.05M - $1.93M 172.11%
+1.176%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
1,439 $183,205.85 $685,179.84 - $501,973.99 273.99%
-1.904%
Amrize Ltd. logo
AMRZ Amrize Ltd.
11,668 $653,641.12 $570,681.88 - -$82,959.24 -12.69%
-1.391%
Amazon.com Inc logo
AMZN Amazon.com Inc
26,373 $5.76M $7.16M - $1.4M 24.27%
+15.321%
VanEck Fallen Angel High Yield Bond ETF logo
ANGL VanEck Fallen Angel High Yield Bond ETF
7,032 $201,603.44 $203,365.44 - $1,762 0.87%
-0.035%
Aon plc logo
AON Aon plc
2,404 $775,963.3 $866,762.18 - $90,798.88 11.7%
-1.642%
Air Products and Chemicals, Inc. logo
APD Air Products and Chemicals, Inc.
3,108 $901,111.42 $916,518.15 - $15,406.73 1.71%
-1.769%
Ardelyx Inc. logo
ARDX Ardelyx Inc.
39,348 $201,860.87 $194,772.6 - -$7,088.27 -3.51%
-1.786%
Broadcom Inc. logo
AVGO Broadcom Inc.
6,385 $1.49M $2.49M - $997,674.33 67.05%
+0.371%
AutoZone Inc. logo
AZO AutoZone Inc.
70 $224,140 $211,137.5 - -$13,002.5 -5.8%
+0.322%
Bank of America Corporation logo
BAC Bank of America Corporation
3,850 $219,348 $238,507.5 - $19,159.5 8.73%
+0.356%
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FAQ
Which stocks have generated the highest profits for Crux Wealth Advisors?
The largest contributions to the portfolio's profits come from the following stocks: Applied Materials, Inc - $1.26M, BNY Mellon Core Bond ETF - $697,549.17, Oracle Corporation - $656,364.62, Hartford Multifactor Developed Markets (ex-US) ETF - $470,328.18, and Alphabet Inc - $397,625. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: CarMax Inc - $886,123.85, Fiserv, Inc - $308,008.74, Diageo plc Sponsored ADR - $206,272.09, UnitedHealth Group Incorporated - $206,091.02, and Apple Inc - $153,580.84. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Crux Wealth Advisors's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.24M earned over time. The largest contributors to dividend income include BNY Mellon Core Bond ETF - $697,549.17, BNY Mellon High Yield ETF - $227,711.53, iShares ESG Aware U.S. Aggregate Bond ETF - $159,501.91, Hartford Municipal Opportunities ETF - $157,448.65, and Fidelity S&P 500 Dividend Aristocrats ETF - $143,041.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Crux Wealth Advisors's monthly returns?
Crux Wealth Advisors's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Crux Wealth Advisors's strategy be considered aggressive or moderate?
Crux Wealth Advisors's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Crux Wealth Advisors's strategy?
Crux Wealth Advisors's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
Account USV