Crux Wealth Advisors

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Janet Messer - Chief Compliance Officer
Location
Long Beach, CA
Holdings as of
December 31, 2024
Value $
$180M
Num holdings
150
Date filed
2/13/2025, 11:55 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included NVDA, DGRW, MSFT, AMZN, and AAPL.
Next filing
Q1 2025 - May 13, 2025
SEC
View on sec.gov
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Janet Messer Chief Compliance Officer Broomfield, Colorado 2/13/2025