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
NUSC
Nuveen Esg Small Cap ETF

ETFs
464
+ 5.61%
$37.9 - $43.9 $17.6K - $20.4K
8.74K $336K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.06%
$113.22 - $126.36 $113 - $126
1.82K $207K
AME
Ametek Inc

Industrials
56
+ 2.02%
$170.39 - $190.43 $9.54K - $10.7K
2.83K $486K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11
+ 0.16%
$53.6 - $58.97 $590 - $649
6.93K $376K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 0.39%
$497.6 - $606.74 $1.49K - $1.82K
767 $381K
PHO
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.01%
$63.77 - $68.75 $63.8 - $68.8
13.4K $860K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.18%
$423.19 - $506.29 $423 - $506
566 $252K
IYC
Ishares U.S. Consumer Discreti

ETFs
3
+ 0.11%
$85.71 - $101.2 $257 - $304
2.84K $249K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15
+ 0.11%
$78.0 - $84.37 $1.17K - $1.27K
13.3K $1.06M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
211
+ 3.5%
$96.93 - $109.51 $20.5K - $23.1K
6.25K $609K
PKG
Packaging Corp Of America

Consumer Cyclical
6
+ 0.49%
$192.03 - $242.13 $1.15K - $1.45K
1.22K $241K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
302
+ 1.08%
$29.68 - $32.59 $8.96K - $9.84K
28.2K $841K
WTBA
West Bancorporation Inc

Financial Services
284
+ 1.04%
$19.94 - $22.62 $5.66K - $6.42K
27.7K $555K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8
+ 0.22%
$102.49 - $119.96 $820 - $960
3.56K $370K
SKYY
First Trust Cloud Computing Et

ETFs
15
+ 0.56%
$102.23 - $131.18 $1.53K - $1.97K
2.67K $276K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.06%
$210.19 - $243.33 $210 - $243
1.61K $338K
UMBF
Umb Financial Corp

Financial Services
2
+ 0.06%
$98.0 - $122.56 $196 - $245
3.13K $313K
BAC
Bank Of America Corp

Financial Services
227
+ 0.97%
$39.61 - $47.74 $8.99K - $10.8K
23.5K $982K
IVV
Ishares Core S&P 500 ETF

ETFs
83
+ 2.83%
$554.06 - $615.85 $46K - $51.1K
3.02K $1.68M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
52
+ 0.8%
$77.91 - $92.26 $4.05K - $4.8K
6.56K $520K
IJK
Ishares S&P Midcap 400 Growth

ETFs
5
+ 0.08%
$81.62 - $96.63 $408 - $483
6.27K $521K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.4K
+ 5.13%
$25.58 - $29.24 $343K - $393K
275K $7.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
442
+ 4.25%
$92.45 - $106.69 $40.9K - $47.2K
10.9K $1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
439
+ 5.51%
$192.82 - $222.1 $84.6K - $97.5K
8.4K $1.62M
ITOT
Ishares Core S&P Total U.S. St

ETFs
49
+ 0.58%
$120.29 - $134.6 $5.89K - $6.6K
8.43K $1.02M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
184
+ 1.27%
$40.03 - $46.81 $7.37K - $8.61K
14.6K $594K
XLK
Technology Sector Spdr

ETFs
7
+ 0.31%
$206.38 - $242.18 $1.44K - $1.7K
2.26K $466K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
51
+ 0.61%
$77.67 - $90.15 $3.96K - $4.6K
8.47K $663K
SPY
Spdr S&P 500 ETF Trust

ETFs
22
+ 0.8%
$551.42 - $612.93 $12.1K - $13.5K
2.77K $1.55M
JPSE
J P Morgan Diversified Return

ETFs
681
+ 2.55%
$42.78 - $48.51 $29.1K - $33K
27.4K $1.19M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
407
+ 1.6%
$67.03 - $74.61 $27.3K - $30.4K
25.8K $1.75M
IYW
Ishares Dj Us Tech ETF

ETFs
46
+ 1.09%
$140.44 - $166.79 $6.46K - $7.67K
4.27K $600K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
279
+ 2.11%
$80.73 - $94.96 $22.5K - $26.5K
13.5K $1.11M
ET
Energy Transfer LP

Energy
2
+ 0.0%
$17.26 - $21.08 $34.5 - $42.2
98.9K $1.84M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
425
+ 3.68%
$507.05 - $563.67 $215K - $240K
12K $6.13M
CAT
Caterpillar Inc

Industrials
4
+ 0.12%
$326.75 - $407.63 $1.31K - $1.63K
3.25K $1.07M
MRK
Merck & Co., Inc.

Healthcare
9
+ 0.08%
$83.01 - $101.02 $747 - $909
11.5K $1.03M
GOOGL
Alphabet Inc.

Communication Services
348
+ 3.85%
$154.33 - $206.19 $53.7K - $71.8K
9.39K $1.45M
QQQ
Invesco Qqq Trust, Series 1

ETFs
39
+ 0.35%
$468.34 - $539.52 $18.3K - $21K
11.2K $5.25M
AMZN
Amazon Com Inc

Consumer Cyclical
314
+ 1.29%
$190.26 - $242.06 $59.7K - $76K
24.6K $4.68M
COIN
Coinbase Global, Inc.

Technology
996
+ 9.08%
$172.23 - $301.3 $172K - $300K
12K $2.06M
NVDA
Nvidia Corp

Technology
2.08K
+ 3.67%
$106.98 - $149.43 $222K - $310K
58.6K $6.36M
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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