Lex Aurum Advisors, LLC Purchases in Q2 2025

Lex Aurum Advisors, LLC

  • $580 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.91K
+ 10.85%
$19.6 - $24.44 $37.4K - $46.6K
19.5K $476K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
280
+ 2.1%
$71.28 - $83.74 $20K - $23.4K
13.6K $1.14M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.13K
+ 17.5%
$72.02 - $73.82 $81K - $83K
7.55K $556K
IDEV
Ishares Core Msci Intl Develop

ETFs
562
+ 8.76%
$61.79 - $76.67 $34.7K - $43.1K
6.98K $530K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.56K
+ 4.41%
$45.12 - $46.23 $70.4K - $72.2K
37K $1.71M
T
At&T Inc.

Communication Services
1.96K
+ 7.25%
$26.33 - $28.94 $51.7K - $56.8K
29K $840K
MBB
Ishares Tr

ETFs
722
+ 8.02%
$91.41 - $94.22 $66K - $68K
9.73K $913K
VCIT
Vanguard Intermediate Term Cor

ETFs
354
+ 1.25%
$79.56 - $82.92 $28.2K - $29.4K
28.6K $2.37M
VCR
Vanguard Consumer Discretionar

ETFs
15
+ 0.93%
$290.42 - $364.35 $4.36K - $5.47K
1.63K $591K
IHDG
Wisdomtree Tr

ETFs
930
+ 5.37%
$38.54 - $46.0 $35.8K - $42.8K
18.2K $821K
IVE
Ishares S&P 500 Value ETF

ETFs
117
+ 2.39%
$168.34 - $195.42 $19.7K - $22.9K
5.02K $980K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
489
+ 6.33%
$67.03 - $80.35 $32.8K - $39.3K
8.22K $655K
IJK
Ishares S&P Midcap 400 Growth

ETFs
6
+ 0.1%
$73.7 - $90.98 $442 - $546
6.28K $571K
NUSC
Nuveen Esg Small Cap ETF

ETFs
717
+ 8.2%
$33.38 - $40.81 $23.9K - $29.3K
9.46K $385K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12
+ 0.11%
$39.89 - $49.46 $479 - $594
11K $546K
BOND
Pimco Active Bond Exchange Tra

ETFs
508
+ 7.45%
$89.87 - $92.93 $45.7K - $47.2K
7.33K $675K
SLV
I Shares Silver Trust

ETFs
188
+ 0.87%
$27.08 - $33.74 $5.09K - $6.34K
21.8K $715K
HTLD
Heartland Express Inc

Industrials
6K
+ 46.15%
$7.37 - $9.3 $44.2K - $55.8K
19K $164K
IYC
Ishares U.S. Consumer Discreti

ETFs
63
+ 2.22%
$79.19 - $99.64 $4.99K - $6.28K
2.9K $288K
NSC
Norfolk Southern Corp

Industrials
46
+ 3.27%
$206.34 - $257.46 $9.49K - $11.8K
1.45K $371K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
13
+ 0.06%
$22.63 - $26.95 $294 - $350
22.6K $609K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
391
+ 2.71%
$50.09 - $51.09 $19.6K - $20K
14.8K $757K
GLDM
World Gold Trust

ETFs
219
+ 4.58%
$58.96 - $67.97 $12.9K - $14.9K
5K $327K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
627
+ 1.72%
$41.1 - $42.37 $25.8K - $26.6K
37K $1.56M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.1K
+ 6.19%
$24.66 - $25.17 $27.1K - $27.6K
18.8K $473K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
213
+ 1.87%
$36.02 - $41.92 $7.67K - $8.93K
11.6K $485K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
40
+ 0.32%
$30.28 - $36.05 $1.21K - $1.44K
12.7K $458K
AME
Ametek Inc

Industrials
14
+ 0.49%
$151.41 - $182.75 $2.12K - $2.56K
2.84K $514K
O
Realty Income Corp

Real Estate
494
+ 11.77%
$52.27 - $58.52 $25.8K - $28.9K
4.69K $270K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
124
+ 1.59%
$23.44 - $28.85 $2.91K - $3.58K
7.94K $229K
IEMG
Ishares Inc

ETFs
473
+ 4.51%
N/A
11K $588K
EVRG
Evergy, Inc.

Utilities
375
+ 10.7%
$64.06 - $69.64 $24K - $26.1K
3.88K $267K
CSX
Csx Corp

Industrials
6
+ 0.07%
$26.69 - $32.91 $160 - $197
8.21K $267K
IWN
Ishares Russell2000 Val ETF

ETFs
93
+ 5.92%
$131.84 - $157.76 $12.3K - $14.7K
1.66K $262K
CORP
Pimco Investment Grade Corp Bd

ETFs
231
+ 8.93%
$94.14 - $97.31 $21.7K - $22.5K
2.82K $274K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
411
+ 7.34%
$49.79 - $50.59 $20.5K - $20.8K
6.01K $304K
NEE
Nextera Energy Inc

Utilities
379
+ 13.12%
$64.11 - $75.0 $24.3K - $28.4K
3.27K $226K
WBD
Warner Bros. Discovery, Inc.

Communication Services
144
+ 0.76%
$7.69 - $11.46 $1.11K - $1.65K
19.1K $219K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
81
+ 0.23%
$18.53 - $20.98 $1.5K - $1.7K
35.6K $746K
ENB
Enbridge Inc

Energy
311
+ 5.08%
$41.09 - $47.16 $12.8K - $14.7K
6.44K $291K
F
Ford Motor CO

Consumer Cyclical
105
+ 0.46%
$8.69 - $10.85 $912 - $1.14K
23.1K $250K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
18
+ 0.35%
$34.29 - $43.33 $617 - $780
5.23K $222K
CMI
Cummins Inc

Industrials
12
+ 1.32%
$267.12 - $336.65 $3.21K - $4.04K
923 $302K
UMBF
Umb Financial Corp

Financial Services
2
+ 0.06%
$86.4 - $107.99 $173 - $216
3.13K $329K
KO
Coca Cola CO

Consumer Defensive
293
+ 4.67%
$68.37 - $73.9 $20K - $21.7K
6.57K $464K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
341
+ 1.39%
$25.27 - $27.14 $8.62K - $9.25K
24.9K $672K
QCOM
Qualcomm Inc

Technology
8
+ 0.38%
$124.66 - $159.48 $997 - $1.28K
2.12K $337K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
124
+ 1.03%
$19.41 - $22.77 $2.41K - $2.82K
12.2K $278K
LMT
Lockheed Martin Corp

Industrials
6
+ 1.06%
$430.82 - $486.45 $2.58K - $2.92K
572 $264K
Activity Summary
Buys All Purchases 203 New Holdings 30 Increased Positions 173 Sells All Sells 112 Reductions 112 Sold out 0 Options Calls 0 Puts 0
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