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%
$3.7T
$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%
$91.7B
$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%
$422B
$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%
$609B
$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%
$384B
$8.05 Million 1.69% of portfolio
55,655
Q4 2024 Added 1.67%
$343B
$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%
$3.2T
$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%
$2.3T
$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%
$477B
$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%
$41.9B
$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%
$1.35T
$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%
$761B
$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%
$1.2T
$2.12 Million 0.44% of portfolio
11,107
Q4 2024 Added 2.26%
$272B
$1.96 Million 0.41% of portfolio
8,888
Q4 2024 Added 267.73%
$62.6B
$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
Track This Portfolio

Track Lex Aurum Advisors, LLC Portfolio

Follow Lex Aurum Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lex Aurum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lex Aurum Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email