• 13F History

CRUX WEALTH ADVISORS

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$180M
Signature - Title
Janet Messer - Chief Compliance Officer
Location
Long Beach, CA
Summary
This page shows a list of all the recent 13F filings made by CRUX WEALTH ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CRUX WEALTH ADVISORS reported 150 stock holdings with total value $180M as of Q4 2024. Top holdings included NVDA, DGRW, MSFT, AMZN, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 150 $180M $0 $0 NVDA, DGRW, MSFT, AMZN, AAPL 13F-HR 2/13/2025, 11:55 AM