Lex Aurum Advisors, LLC Purchases in Q4 2024

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
450
+ 2.44%
$54.98 - $77.35 $24.7K - $34.8K
18.9K $1.33M
VBR
Vanguard Small Cap Value ETF

ETFs
1.38K
New
$197.36 - $217.3 $272K - $300K
1.38K $273K
MUB
Ishares National Muni Bond ETF

ETFs
2.55K
New
$105.78 - $108.7 $269K - $277K
2.55K $271K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
35K
New
$7.67 - $8.25 $268K - $289K
35K $270K
ACWI
Ishares Msci Acwi ETF

ETFs
3.11K
+ 6.5%
$117.05 - $123.03 $364K - $383K
51K $5.99M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
8.56K
+ 113.58%
$29.73 - $30.81 $254K - $264K
16.1K $490K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
5.58K
+ 67.41%
$49.87 - $52.46 $278K - $293K
13.8K $691K
FSK
Fs Kkr Capital Corp

Financial Services
8.21K
+ 20.64%
$19.71 - $22.22 $162K - $182K
48K $1.04M
IWN
Ishares Russell2000 Val ETF

ETFs
1.57K
New
$162.69 - $181.35 $256K - $285K
1.57K $257K
CGGR
Capital Group Growth ETF Shs C

ETFs
4.98K
+ 18.4%
$34.49 - $39.24 $172K - $195K
32.1K $1.19M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.77K
+ 68.24%
$48.33 - $49.08 $231K - $234K
11.8K $569K
AXP
American Express CO

Financial Services
751
New
$267.35 - $305.57 $201K - $229K
751 $222K
V
Visa Inc.

Financial Services
431
+ 21.0%
$273.87 - $320.91 $118K - $138K
2.48K $784K
IVE
Ishares S&P 500 Value ETF

ETFs
1.23K
+ 47.19%
$189.5 - $206.17 $234K - $254K
3.85K $734K
APD
Air Products & Chemicals, Inc.

Basic Materials
746
New
$285.5 - $335.62 $213K - $250K
746 $216K
MS
Morgan Stanley

Financial Services
572
+ 8.58%
$104.42 - $134.99 $59.7K - $77.2K
7.24K $910K
NEP
Nextera Energy Partners, LP

Utilities
12.1K
New
$15.87 - $26.96 $192K - $326K
12.1K $215K
META
Meta Platforms, Inc.

Communication Services
305
+ 16.41%
$554.08 - $632.68 $169K - $193K
2.16K $1.28M
CPRI
Capri Holdings LTD

Consumer Cyclical
10K
New
$19.39 - $43.18 $194K - $432K
10K $210K
IEMG
Ishares Inc

ETFs
3.91K
+ 83.97%
N/A
8.57K $459K
ENB
Enbridge Inc

Energy
4.83K
New
$40.4 - $43.92 $195K - $212K
4.83K $204K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
9.48K
New
$21.43 - $22.55 $203K - $214K
9.48K $204K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.02K
New
$50.62 - $50.97 $204K - $205K
4.02K $203K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.04K
New
$40.15 - $42.9 $202K - $216K
5.04K $203K
SCHO
Schwab Short Term Us Treasury

ETFs
8.37K
New
$24.06 - $48.88 $201K - $409K
8.37K $201K
SPY
Spdr S&P 500 ETF Trust

ETFs
290
+ 11.79%
$567.81 - $607.81 $165K - $176K
2.75K $1.61M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.58K
+ 9.33%
$74.5 - $78.37 $416K - $437K
65.4K $4.89M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.87K
+ 85.72%
$44.04 - $49.49 $214K - $241K
10.6K $464K
AVLV
American Centy ETF Tr Avantis
2.49K
+ 10.22%
$65.51 - $71.22 $163K - $177K
26.8K $1.79M
FIW
First Trust Water ETF

ETFs
4.17K
+ 12.65%
$102.02 - $110.91 $425K - $462K
37.1K $3.79M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.17K
+ 35.29%
$78.43 - $87.17 $170K - $189K
8.31K $666K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.11K
+ 28.38%
$43.02 - $47.32 $220K - $242K
23.1K $999K
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.76K
+ 70.73%
$29.77 - $30.19 $172K - $174K
13.9K $415K
WMT
Walmart Inc.

Consumer Defensive
810
+ 8.08%
$79.1 - $95.7 $64.1K - $77.5K
10.8K $978K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.63K
+ 12.52%
$57.53 - $60.83 $209K - $221K
32.6K $1.87M
GE
General Electric CO

Industrials
1.22K
+ 43.98%
$159.95 - $194.23 $195K - $237K
3.99K $665K
BAC
Bank Of America Corp

Financial Services
1.1K
+ 4.96%
$39.22 - $47.77 $43.2K - $52.6K
23.3K $1.02M
CRM
Salesforce, Inc.

Technology
270
+ 33.83%
$270.87 - $367.87 $73.1K - $99.3K
1.07K $357K
PM
Philip Morris International Inc.

Consumer Defensive
1.14K
+ 56.77%
$118.38 - $133.06 $135K - $152K
3.16K $380K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.6K
+ 32.67%
$86.65 - $94.9 $139K - $152K
6.51K $565K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
6.85K
+ 40.06%
$18.59 - $18.8 $127K - $129K
23.9K $445K
NFLX
Netflix Inc

Communication Services
60
+ 15.71%
$687.65 - $936.56 $41.3K - $56.2K
442 $393K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
3.63K
+ 67.17%
$37.33 - $40.39 $136K - $147K
9.04K $338K
BX
Blackstone Inc.

Financial Services
145
+ 2.95%
$148.45 - $199.05 $21.5K - $28.9K
5.07K $873K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
621
+ 2.58%
$442.29 - $483.08 $275K - $300K
24.6K $11.2M
ABT
Abbott Laboratories

Healthcare
986
+ 55.55%
$111.93 - $119.39 $110K - $118K
2.76K $312K
IVW
Ishares S&P 500 Growth ETF

ETFs
505
+ 5.1%
$94.43 - $105.47 $47.7K - $53.3K
10.4K $1.06M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.55K
+ 10.07%
$30.04 - $32.01 $76.6K - $81.6K
27.9K $876K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.5K
+ 12.78%
$89.9 - $100.66 $135K - $151K
13.2K $1.2M
Activity Summary
Buys All Purchases 238 New Holdings 39 Increased Positions 199 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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