Lex Aurum Advisors, LLC Portfolio Holdings

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024

Lex Aurum Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $476 Million distributed in 334 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $20.3M, Apple Inc. with a value of $17.1M, Vanguard Total Stock Market Et with a value of $16.5M, Sherwin Williams CO with a value of $15.8M, and American Centy ETF Tr Avantis with a value of $13.7M.

Examining the 13F form we can see an increase of $45.4M in the current position value, from $430M to 476M.

Below you can find more details about Lex Aurum Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $476 Million
ETFs: $303 Million
Financial Services: $41.6 Million
Technology: $41 Million
Healthcare: $19.4 Million
Basic Materials: $16.9 Million
Consumer Cyclical: $12.7 Million
Communication Services: $9.87 Million
Energy: $7.46 Million
Other: $15.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.3 Million 4.27% of portfolio
176,441
Q4 2024 Added 2.59%
$3.57T
$17.1 Million 3.6% of portfolio
68,450
Q4 2024 Added 0.42%
$0
$16.5 Million 3.46% of portfolio
56,855
Q4 2024 Added 7.1%
$90.5B
$15.8 Million 3.33% of portfolio
46,562
Q4 2024 New
$0
$13.7 Million 2.88% of portfolio
141,528
Q4 2024 Added 2.43%
$479B
$13.6 Million 2.86% of portfolio
20
Q4 2024 Reduced 4.76%
$0
$13 Million 2.73% of portfolio
319,566
Q4 2024 Added 13.2%
$0
$12.1 Million 2.54% of portfolio
383,545
Q4 2024 Added 9.2%
$683B
$11.2 Million 2.35% of portfolio
24,645
Q4 2024 Added 2.58%
$0
$10.5 Million 2.2% of portfolio
244,015
Q4 2024 Added 5.21%
$0
$9.42 Million 1.98% of portfolio
186,961
Q4 2024 Reduced 22.31%
$434B
$8.05 Million 1.69% of portfolio
55,655
Q4 2024 Added 1.67%
$270B
$7.6 Million 1.6% of portfolio
56,570
Q4 2024 Added 4.63%
$0
$7.33 Million 1.54% of portfolio
150,562
Q4 2024 Reduced 0.4%
$0
$7.25 Million 1.52% of portfolio
261,582
Q4 2024 Added 203.63%
$2.8T
$6.86 Million 1.44% of portfolio
16,275
Q4 2024 Added 8.51%
$0
$6.23 Million 1.31% of portfolio
11,564
Q4 2024 Added 388.14%
$0
$5.99 Million 1.26% of portfolio
50,959
Q4 2024 Added 6.5%
$0
$5.7 Million 1.2% of portfolio
11,149
Q4 2024 Reduced 14.03%
$0
$5.36 Million 1.13% of portfolio
60,973
Q4 2024 Added 0.77%
$1.94T
$5.33 Million 1.12% of portfolio
24,295
Q4 2024 Added 4.29%
$0
$5.32 Million 1.12% of portfolio
99,390
Q4 2024 Added 9.79%
$0
$5.24 Million 1.1% of portfolio
124,988
Q4 2024 New
$0
$5.1 Million 1.07% of portfolio
52,804
Q4 2024 Added 5.67%
$490B
$5.1 Million 1.07% of portfolio
10,089
Q4 2024 Added 4.16%
$0
$5.08 Million 1.07% of portfolio
209,296
Q4 2024 Added 107.85%
$0
$4.89 Million 1.03% of portfolio
65,376
Q4 2024 Added 9.33%
$0
$4.76 Million 1.0% of portfolio
140,314
Q4 2024 Added 211.95%
$0
$4.62 Million 0.97% of portfolio
169,127
Q4 2024 Added 112.36%
$0
$4.59 Million 0.96% of portfolio
98,890
Q4 2024 Added 4.37%
$0
$3.97 Million 0.83% of portfolio
64,691
Q4 2024 Reduced 2.5%
$0
$3.79 Million 0.8% of portfolio
37,100
Q4 2024 Added 12.65%
$0
$3.77 Million 0.79% of portfolio
79,869
Q4 2024 Added 3.6%
$0
$3.65 Million 0.77% of portfolio
62,060
Q4 2024 Added 3.16%
$24.4B
$2.73 Million 0.57% of portfolio
10,975
Q4 2024 Added 6.25%
$0
$2.56 Million 0.54% of portfolio
37,098
Q4 2024 Added 0.09%
$0
$2.51 Million 0.53% of portfolio
73,664
Q4 2024 Added 8.38%
$0
$2.43 Million 0.51% of portfolio
13,873
Q4 2024 Added 56.7%
$0
$2.32 Million 0.49% of portfolio
50,404
Q4 2024 Added 38.99%
$818B
$2.27 Million 0.48% of portfolio
5,621
Q4 2024 Reduced 8.08%
$0
$2.26 Million 0.47% of portfolio
63,676
Q4 2024 Added 12.06%
$720B
$2.1 Million 0.44% of portfolio
8,744
Q4 2024 Added 5.22%
$0
$2.07 Million 0.44% of portfolio
11,371
Q4 2024 Reduced 4.72%
$951B
$2.12 Million 0.44% of portfolio
11,107
Q4 2024 Added 2.26%
$332B
$1.96 Million 0.41% of portfolio
8,888
Q4 2024 Added 267.73%
$57.4B
$1.94 Million 0.41% of portfolio
98,918
Q4 2024 Added 0.2%
$0
$1.9 Million 0.4% of portfolio
7,201
Q4 2024 Added 47.74%
$0
$1.87 Million 0.39% of portfolio
32,582
Q4 2024 Added 12.52%
$0
$1.84 Million 0.39% of portfolio
15,785
Q4 2024 Added 3.81%

Summary

  • Portfolio
  • No. of Stocks 334
  • Current Value $476 Million
  • Prior Value $430 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 21, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 39 stocks
  • Additional Purchases 199 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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