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
FIW
First Trust Water ETF

ETFs
989
+ 2.67%
$99.48 - $106.74 $98.4K - $106K
38.1K $3.82M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
583
+ 4.21%
$49.42 - $50.43 $28.8K - $29.4K
14.4K $721K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
112
+ 1.24%
$37.06 - $41.11 $4.15K - $4.6K
9.16K $367K
IE
Ivanhoe Electric Inc.

Basic Materials
19.2K
+ 26.38%
$5.41 - $7.99 $104K - $153K
91.8K $581K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.43K
+ 9.89%
$48.06 - $53.73 $68.5K - $76.6K
15.8K $767K
GRMN
Garmin LTD

Technology
6
+ 0.24%
$204.55 - $241.93 $1.23K - $1.45K
2.51K $545K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
135
+ 3.03%
$128.74 - $138.67 $17.4K - $18.7K
4.59K $616K
IHDG
Wisdomtree Tr

ETFs
487
+ 2.89%
$43.4 - $47.51 $21.1K - $23.1K
17.3K $758K
O
Realty Income Corp

Real Estate
28
+ 0.67%
$51.67 - $58.49 $1.45K - $1.64K
4.2K $243K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
349
+ 3.17%
$38.89 - $41.6 $13.6K - $14.5K
11.4K $454K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
169
+ 0.73%
$42.18 - $45.16 $7.13K - $7.63K
23.3K $1.02M
EOG
Eog Resources Inc

Energy
9
+ 0.32%
$120.54 - $138.05 $1.08K - $1.24K
2.82K $361K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
120
+ 1.0%
$20.29 - $22.36 $2.43K - $2.68K
12.1K $265K
AVSE
American Centy ETF Tr Avantis

ETFs
53
+ 0.56%
$48.73 - $53.38 $2.58K - $2.83K
9.52K $492K
XLU
Utilities Sector Spdr

ETFs
18
+ 0.34%
$74.7 - $80.27 $1.34K - $1.44K
5.39K $420K
VDC
Vanguard Consumer Staples ETF

ETFs
5
+ 0.16%
$206.54 - $226.16 $1.03K - $1.13K
3.21K $691K
SPSB
Spdr Portfolio Short Term Corp

ETFs
248
+ 1.78%
$29.82 - $30.1 $7.4K - $7.46K
14.2K $425K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
185
+ 4.47%
$49.78 - $53.19 $9.21K - $9.84K
4.33K $219K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
185
+ 1.95%
$21.23 - $22.14 $3.93K - $4.1K
9.67K $212K
EVN
Eaton Vance Municipal Income Trust

Financial Services
249
+ 1.47%
$9.91 - $10.78 $2.47K - $2.68K
17.2K $177K
DVY
Ishares Tr

ETFs
5
+ 0.13%
$128.58 - $138.1 $643 - $691
3.99K $530K
MUB
Ishares National Muni Bond ETF

ETFs
88
+ 3.46%
$104.71 - $107.69 $9.21K - $9.48K
2.63K $276K
OKE
Oneok Inc

Energy
92
+ 2.76%
$89.57 - $109.85 $8.24K - $10.1K
3.43K $340K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
117
+ 0.48%
$26.64 - $27.14 $3.12K - $3.18K
24.6K $657K
QCOM
Qualcomm Inc

Technology
28
+ 1.35%
$151.94 - $175.86 $4.25K - $4.92K
2.11K $323K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
126
+ 0.99%
$9.82 - $10.37 $1.24K - $1.31K
12.8K $128K
F
Ford Motor CO

Consumer Cyclical
3
+ 0.01%
$9.12 - $10.43 $27.4 - $31.3
23K $230K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1K
+ 6.05%
$21.75 - $24.28 $21.8K - $24.4K
17.6K $386K
Blackrock ETF Trust Ii
1.71K
+ 21.24%
N/A
9.77K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
8.56K
New
N/A
8.56K $0
First Tr Exchng Traded Fd Vi
326K
New
N/A
326K $0
Wells Fargo CO New
48
+ 5.21%
N/A
970 $0
First Tr Exchng Traded Fd Vi
14.8K
New
N/A
14.8K $0
First Tr Exchng Traded Fd Vi
10.5K
New
N/A
10.5K $0
Blacksky Technology Inc
85
+ 0.85%
N/A
10.1K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.32K
New
N/A
7.32K $0
Ishares Bitcoin Trust ETF
2.84K
+ 18.72%
N/A
18K $0
CGMS
Capital Grp Core Plus Income E
2.23K
+ 27.96%
N/A
10.2K $0
JGRO
J P Morgan Exchange Traded Fd
4.34K
+ 11.87%
N/A
40.9K $0
Bank America Corp
20
+ 0.89%
N/A
2.27K $0
First Tr Exchng Traded Fd Vi
60.2K
+ 276.24%
N/A
82.1K $0
Sinclair Inc
274
+ 1.37%
N/A
20.3K $0
DFSB
Dimensional ETF Tr Dimensional
4.14K
New
N/A
4.14K $0
VBR
Vanguard Small Cap Value ETF

ETFs
92
+ 6.67%
$183.02 - $207.75 $16.8K - $19.1K
1.47K $273K
Sei Exchange Traded Funds
232
+ 1.1%
N/A
21.4K $0
WMT
Walmart Inc.

Consumer Defensive
275
+ 2.54%
$84.5 - $105.05 $23.2K - $28.9K
11.1K $974K
PEG
Public Service Enterprise Group Inc

Utilities
3
+ 0.11%
$78.2 - $90.39 $235 - $271
2.81K $231K
AVSU
American Centy ETF Tr Avantis

ETFs
581
+ 5.54%
$61.4 - $69.08 $35.7K - $40.1K
11.1K $686K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
4
+ 0.08%
$38.84 - $41.54 $155 - $166
5.21K $203K
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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