Lex Aurum Advisors, LLC Portfolio Holdings

Lex Aurum Advisors, LLC

  • $580 Million
  • Q2 2025

Lex Aurum Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $580 Million distributed in 361 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 $36.3M, Jp Morgan ETF Tr Ultra Short I with a value of $28.9M, American Centy ETF Tr Avantis with a value of $21.2M, American Centy ETF Tr Avantis with a value of $16.9M, and Vanguard Total Stock Market Et with a value of $16.4M.

Examining the 13F form we can see an increase of $86.4M in the current position value, from $494M to 580M.

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

Portfolio value $580 Million
ETFs: $391 Million
Financial Services: $44.6 Million
Technology: $41.5 Million
Healthcare: $17.4 Million
Basic Materials: $17.2 Million
Consumer Cyclical: $12.4 Million
Communication Services: $11.3 Million
Industrials: $8.65 Million
Other: $18.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.3 Million 6.25% of portfolio
298,978
Q2 2025 Added 55.06%
$0
$28.9 Million 4.97% of portfolio
569,580
Q2 2025 Added 85.89%
$0
$21.2 Million 3.65% of portfolio
209,927
Q2 2025 Added 24.81%
$0
$16.9 Million 2.91% of portfolio
405,379
Q2 2025 Added 7.36%
$0
$16.4 Million 2.82% of portfolio
53,880
Q2 2025 Reduced 0.12%
$88.1B
$15.8 Million 2.72% of portfolio
45,995
Q2 2025 Reduced 1.22%
$0
$15.4 Million 2.66% of portfolio
489,704
Q2 2025 Added 25.23%
$436B
$14.6 Million 2.51% of portfolio
20
Q4 2024 Reduced 4.76%
$3.44T
$13.9 Million 2.4% of portfolio
67,757
Q2 2025 Added 2.04%
$630B
$11.6 Million 1.99% of portfolio
23,825
Q2 2025 Reduced 2.16%
$0
$10.2 Million 1.75% of portfolio
362,032
Q2 2025 Added 31.64%
$0
$9.46 Million 1.63% of portfolio
215,435
Q2 2025 Reduced 4.88%
$0
$9.21 Million 1.59% of portfolio
215,528
Q2 2025 Added 29.94%
$0
$8.82 Million 1.52% of portfolio
199,629
Q2 2025 Added 46.96%
$440B
$8.5 Million 1.46% of portfolio
55,639
Q2 2025 Reduced 0.4%
$0
$8.31 Million 1.43% of portfolio
87,224
Q2 2025 Added 43.64%
$0
$7.55 Million 1.3% of portfolio
153,274
Q2 2025 Reduced 2.08%
$432B
$7.39 Million 1.27% of portfolio
46,764
Q2 2025 Reduced 20.26%
$0
$7.39 Million 1.27% of portfolio
299,537
Q2 2025 New
$0
$7.1 Million 1.22% of portfolio
12,504
Q2 2025 Added 4.3%
$0
$6.96 Million 1.2% of portfolio
12,623
Q2 2025 Added 12.83%
$0
$6.48 Million 1.12% of portfolio
50,408
Q2 2025 Added 0.23%
$0
$6.3 Million 1.09% of portfolio
122,148
Q2 2025 Added 316.05%
$0
$5.98 Million 1.03% of portfolio
77,360
Q2 2025 Reduced 5.64%
$2.36T
$5.84 Million 1.01% of portfolio
26,631
Q2 2025 Added 8.22%
$0
$5.34 Million 0.92% of portfolio
77,897
Q2 2025 Added 14.32%
$0
$5.29 Million 0.91% of portfolio
29,951
Q2 2025 Added 559.28%
$0
$4.97 Million 0.86% of portfolio
54,502
Q2 2025 Added 6.89%
$0
$4.82 Million 0.83% of portfolio
75,362
Q2 2025 Added 11.95%
$55.5B
$4.62 Million 0.8% of portfolio
13,171
Q2 2025 Added 10.02%
$0
$4.45 Million 0.77% of portfolio
69,349
Q2 2025 Reduced 31.85%
$0
$4.23 Million 0.73% of portfolio
39,158
Q2 2025 Added 2.81%
$0
$3.66 Million 0.63% of portfolio
75,354
Q2 2025 Reduced 9.68%
$0
$3.3 Million 0.57% of portfolio
44,534
Q2 2025 Added 13.01%
$0
$3.22 Million 0.55% of portfolio
17,699
Q2 2025 Added 5.8%
$0
$3.04 Million 0.52% of portfolio
53,517
Q2 2025 Added 24.03%
$263B
$2.94 Million 0.51% of portfolio
9,426
Q2 2025 Reduced 0.9%
$0
$2.98 Million 0.51% of portfolio
40,950
Q2 2025 Added 20.68%
$0
$2.92 Million 0.5% of portfolio
72,182
Q2 2025 Reduced 0.66%
$0
$2.84 Million 0.49% of portfolio
66,359
Q2 2025 Added 0.95%
$0
$2.69 Million 0.46% of portfolio
9,611
Q2 2025 Added 18.45%
$0
$2.58 Million 0.45% of portfolio
88,486
Q2 2025 Added 60.01%
$0
$2.51 Million 0.43% of portfolio
53,249
Q2 2025 Added 4.82%
$1.18T
$2.44 Million 0.42% of portfolio
13,745
Q2 2025 Added 24.11%
$876B
$2.45 Million 0.42% of portfolio
8,453
Q2 2025 Reduced 4.97%
$0
$2.37 Million 0.41% of portfolio
28,573
Q2 2025 Added 1.25%
$0
$2.38 Million 0.41% of portfolio
100,040
Q2 2025 Added 76.46%
$0
$2.27 Million 0.39% of portfolio
44,482
Q1 2025 Added 457.56%
$0
$2.1 Million 0.36% of portfolio
58,193
Q2 2025 Added 2.3%

Summary

  • Portfolio
  • No. of Stocks 361
  • Current Value $580 Million
  • Prior Value $494 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 173 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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