Lex Aurum Advisors, LLC Purchases in Q1 2025

Lex Aurum Advisors, LLC

  • $494 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
119K
+ 63.89%
$50.39 - $50.66 $6.02M - $6.05M
306K $15.5M
AVIG
American Centy ETF Tr Avantis

ETFs
58K
+ 18.16%
$40.06 - $41.55 $2.32M - $2.41M
378K $15.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
28.2K
New
$79.17 - $82.04 $2.23M - $2.32M
28.2K $2.3M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
36.5K
+ 457.56%
$50.87 - $51.09 $1.86M - $1.86M
44.5K $2.27M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.7K
+ 1.92%
$34.58 - $45.76 $93.3K - $124K
143K $6.52M
AVUS
American Centy ETF Tr Avantis

ETFs
26.7K
+ 18.84%
$90.7 - $101.57 $2.42M - $2.71M
168K $15.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
16.6K
+ 25.4%
$73.78 - $76.59 $1.23M - $1.27M
82K $6.26M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
27K
+ 671.7%
$50.48 - $51.04 $1.36M - $1.38M
31K $1.57M
MEAR
Blackrock Short Maturity Munic

ETFs
24.5K
New
$49.97 - $50.36 $1.22M - $1.23M
24.5K $1.23M
JNJ
Johnson & Johnson

Healthcare
205
+ 0.37%
$142.06 - $167.7 $29.1K - $34.4K
55.9K $9.26M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
114K
New
$9.88 - $10.25 $1.12M - $1.16M
114K $1.13M
IIM
Invesco Value Municipal Income Trust

Financial Services
92.3K
New
$11.84 - $12.49 $1.09M - $1.15M
92.3K $1.11M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
19.2K
+ 163.39%
$48.43 - $49.86 $931K - $959K
31K $1.55M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
16.4K
+ 9.28%
$108.02 - $120.45 $1.77M - $1.97M
193K $21.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36.1K
+ 175.88%
$21.23 - $23.75 $767K - $858K
56.7K $1.22M
SCHG
Schwab Strategic Tr Us Large C

ETFs
32.2K
+ 139.77%
$24.91 - $29.02 $803K - $935K
55.3K $1.38M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
55.8K
New
$10.81 - $11.29 $603K - $630K
55.8K $603K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12.7K
New
$45.72 - $51.73 $581K - $657K
12.7K $582K
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.6K
+ 32.44%
$56.17 - $59.71 $594K - $631K
43.2K $2.45M
AVRE
American Centy ETF Tr Avantis
10.8K
+ 8.68%
$40.62 - $44.31 $441K - $481K
136K $5.81M
JPIN
Jp Morgan Diversified Return I

ETFs
2.37K
+ 2.38%
$52.75 - $58.91 $125K - $139K
102K $5.85M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.16K
New
N/A
6.16K $528K
AVEM
American Centy ETF Tr Avantis

ETFs
6.08K
+ 9.8%
$57.11 - $62.4 $347K - $379K
68.1K $4.11M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19K
+ 31.76%
$22.46 - $23.26 $426K - $441K
78.6K $1.82M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.86K
+ 20.59%
$169.43 - $182.84 $484K - $522K
16.7K $2.87M
SHW
Sherwin Williams CO

Basic Materials
3
+ 0.01%
$330.16 - $365.55 $990 - $1.1K
46.6K $16.3M
ARCC
Ares Capital Corp

Financial Services
16.5K
New
$21.28 - $23.81 $352K - $393K
16.5K $366K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.96K
+ 3.96%
$48.31 - $49.23 $288K - $294K
157K $7.69M
DFIV
Dimensional ETF Tr

ETFs
2.06K
+ 3.23%
$35.33 - $40.77 $72.6K - $83.8K
65.7K $2.61M
ALL
Allstate Corp

Financial Services
1.53K
New
$180.99 - $210.18 $277K - $321K
1.53K $316K
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.6K
+ 56.93%
$25.77 - $27.6 $300K - $321K
32.1K $844K
AVDV
American Centy ETF Tr Avantis

ETFs
2.86K
+ 14.96%
$63.74 - $71.96 $182K - $206K
22K $1.55M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.96K
+ 56.64%
$51.45 - $58.51 $358K - $407K
19.2K $996K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
14.3K
+ 19.1%
$19.43 - $19.9 $277K - $284K
88.9K $1.75M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.79K
New
$50.72 - $50.92 $294K - $295K
5.79K $294K
RC
Ready Capital Corp

Real Estate
58.9K
New
$4.9 - $7.05 $289K - $415K
58.9K $292K
GLDM
World Gold Trust

ETFs
4.78K
New
$52.19 - $61.89 $249K - $296K
4.78K $291K
CRWD
Crowd Strike Holdings, Inc.

Technology
825
New
$308.86 - $455.36 $255K - $376K
825 $290K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.45K
+ 1.5%
$37.07 - $40.63 $90.9K - $99.7K
166K $6.54M
BNDX
Vanguard Total International B

ETFs
5.25K
New
$48.33 - $49.5 $254K - $260K
5.25K $256K
CORP
Pimco Investment Grade Corp Bd

ETFs
2.59K
New
$93.89 - $97.32 $243K - $252K
2.59K $249K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.6K
+ 61.41%
$89.27 - $92.9 $232K - $241K
6.82K $629K
EVRG
Evergy, Inc.

Utilities
3.51K
New
$59.9 - $69.52 $210K - $244K
3.51K $241K
NEP
Nextera Energy Partners, LP

Utilities
38K
+ 314.36%
$8.38 - $18.87 $318K - $717K
50.1K $452K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
7.51K
+ 1.96%
N/A
391K $12.3M
WPC
W. P. Carey Inc.

Real Estate
3.6K
New
$53.5 - $65.05 $193K - $234K
3.6K $227K
JPIB
Jpmorgan International Bond Op

ETFs
3.56K
+ 4.46%
$46.97 - $48.35 $167K - $172K
83.4K $4M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.92K
New
$74.34 - $81.0 $217K - $236K
2.92K $220K
CEG
Constellation Energy Corp

Utilities
1.01K
New
$201.63 - $347.44 $204K - $352K
1.01K $208K
Activity Summary
Buys All Purchases 193 New Holdings 29 Increased Positions 164 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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