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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
30
+ 0.65%
$121.58 - $136.74 $3.65K - $4.1K
4.62K $627K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
612
+ 8.09%
$61.03 - $67.59 $37.4K - $41.4K
8.18K $523K
IEF
Ishares Barclays

ETFs
1
+ 0.01%
$93.15 - $96.56 $93.2 - $96.6
13.8K $1.33M
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
93
+ 0.42%
$17.61 - $19.8 $1.64K - $1.84K
22.2K $439K
XOM
Exxon Mobil Corp

Energy
1.3K
+ 10.84%
$99.93 - $119.04 $130K - $155K
13.3K $1.43M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
34
+ 1.02%
$85.42 - $94.39 $2.9K - $3.21K
3.38K $317K
CVX
Chevron Corp

Energy
1.87K
+ 17.27%
$133.73 - $168.51 $250K - $315K
12.7K $1.82M
PEG
Public Service Enterprise Group Inc

Utilities
18
+ 0.64%
$77.13 - $84.18 $1.39K - $1.52K
2.83K $237K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
144
+ 0.92%
$21.71 - $22.3 $3.13K - $3.21K
15.7K $348K
LVHI
Franklin International Low Vol

ETFs
75
+ 0.72%
$28.91 - $33.28 $2.17K - $2.5K
10.5K $341K
EVN
Eaton Vance Municipal Income Trust

Financial Services
262
+ 1.53%
$9.82 - $10.45 $2.57K - $2.74K
17.4K $178K
American Centy ETF Tr
3.57K
+ 67.11%
N/A
8.88K $0
JGRO
J P Morgan Exchange Traded Fd
10.1K
+ 24.6%
N/A
50.9K $0
Victory Portfolios Ii
732
+ 3.7%
N/A
20.5K $0
First Tr Exchange Traded Fd
12K
New
N/A
12K $0
First Tr Exchng Traded Fd Vi
96.6K
New
N/A
96.6K $0
First Tr Exchng Traded Fd Vi
362K
New
N/A
362K $0
Venture Global Inc
14K
New
N/A
14K $0
FSCO
Fs Cr Opportunities Corp Com
5.7K
+ 17.21%
N/A
38.8K $0
DFSB
Dimensional ETF Tr Dimensional
126
+ 3.04%
N/A
4.26K $0
First Tr Exchng Traded Fd Vi
42.5K
New
N/A
42.5K $0
ALCC
Alt C Acquisition Corp.

Financial Services
5.04K
New
N/A
5.04K $0
CGMS
Capital Grp Core Plus Income E
1.15K
+ 11.27%
N/A
11.3K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
2.1K
+ 28.7%
N/A
9.42K $0
Blackrock ETF Trust Ii
27
+ 0.28%
N/A
9.79K $0
Pimco ETF Tr
526K
+ 2988.48%
N/A
543K $0
Putnam ETF Trust
78
+ 0.62%
N/A
12.7K $0
Rbb Fund Trust
85K
New
N/A
85K $0
Goldman Sachs ETF Tr
849
+ 6.14%
N/A
14.7K $0
Sinclair Inc
440
+ 2.17%
N/A
20.8K $0
Ishares Bitcoin Trust ETF
5.05K
+ 28.07%
N/A
23K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
23
+ 3.1%
$248.61 - $294.96 $5.72K - $6.78K
765 $215K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
201
+ 1.57%
$9.28 - $10.1 $1.87K - $2.03K
13K $125K
ARCC
Ares Capital Corp

Financial Services
4
+ 0.02%
$18.91 - $22.43 $75.6 - $89.7
16.5K $362K
WTBA
West Bancorporation Inc

Financial Services
316
+ 1.14%
$18.31 - $20.38 $5.79K - $6.44K
28K $549K
ABBV
Abb Vie Inc.

Healthcare
154
+ 9.41%
$170.16 - $206.27 $26.2K - $31.8K
1.79K $332K
PKG
Packaging Corp Of America

Consumer Cyclical
5
+ 0.41%
$175.97 - $201.36 $880 - $1.01K
1.23K $230K
IIM
Invesco Value Municipal Income Trust

Financial Services
1.6K
+ 1.73%
$11.31 - $12.11 $18.1K - $19.4K
93.9K $1.09M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
747
+ 1.34%
$9.75 - $10.96 $7.28K - $8.19K
56.6K $586K
GRMN
Garmin LTD

Technology
10
+ 0.4%
$173.63 - $218.07 $1.74K - $2.18K
2.52K $526K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2
+ 0.02%
$97.29 - $105.63 $195 - $211
12.8K $1.3M
VZ
Verizon Communications Inc

Communication Services
79
+ 0.56%
$41.67 - $45.62 $3.29K - $3.6K
14.2K $614K
EPD
Enterprise Products Partners L.P.

Energy
5
+ 0.06%
$28.95 - $34.22 $145 - $171
8.9K $276K
RC
Ready Capital Corp

Real Estate
1.76K
+ 2.99%
$4.13 - $5.15 $7.28K - $9.08K
60.6K $265K
PEP
Pepsico Inc

Consumer Defensive
116
+ 4.8%
$128.02 - $151.37 $14.9K - $17.6K
2.53K $334K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.04%
$79.69 - $99.41 $239 - $298
6.82K $625K
OKE
Oneok Inc

Energy
198
+ 5.77%
$78.71 - $100.37 $15.6K - $19.9K
3.63K $296K
COP
Conocophillips

Energy
149
+ 3.6%
$82.66 - $106.1 $12.3K - $15.8K
4.29K $385K
PG
Procter & Gamble CO

Consumer Defensive
88
+ 1.3%
$157.66 - $172.39 $13.9K - $15.2K
6.86K $1.09M
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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