Lex Aurum Advisors, LLC Portfolio Holdings
Lex Aurum Advisors, LLC
- $389 Million
- Q1 2024
Lex Aurum Advisors, LLC has filed its 13F form on April 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $389 Million distributed in 302 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 $17.4M, Vanguard Total Stock Market Et with a value of $13.6M, Berkshire Hathaway Inc with a value of $13.3M, Apple Inc. with a value of $12.4M, and American Centy ETF Tr Avantis with a value of $12M.
Examining the 13F form we can see an increase of $15.7M in the current position value, from $373M to 389M.
Below you can find more details about Lex Aurum Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$389 Million
ETFs: $258 Million
Financial Services: $39 Million
Technology: $32 Million
Healthcare: $19.3 Million
Consumer Cyclical: $9.18 Million
Energy: $7.93 Million
Communication Services: $6.84 Million
Industrials: $6.56 Million
Other: $7.23 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 302
- Current Value $389 Million
- Prior Value $373 Million
- Filing
- Period Q1 2024
- Filing Date April 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 31 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks