Lex Aurum Advisors, LLC Incresed Positions in Q2 2025

Lex Aurum Advisors, LLC

  • $580 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVLV
American Centy ETF Tr Avantis
2.07K
+ 7.3%
$56.85 - $68.21 $118K - $141K
30.4K $2.07M
DFIV
Dimensional ETF Tr

ETFs
627
+ 0.95%
$34.67 - $43.21 $21.7K - $27.1K
66.4K $2.84M
GOOGL
Alphabet Inc.

Communication Services
152
+ 1.62%
$144.7 - $178.6 $22K - $27.1K
9.54K $1.68M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.84K
+ 12.52%
$22.68 - $23.28 $223K - $229K
88.5K $2.05M
ORCL
Oracle Corp

Technology
21
+ 0.77%
$122.82 - $218.63 $2.58K - $4.59K
2.74K $598K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
764
+ 5.3%
$93.75 - $114.45 $71.6K - $87.4K
15.2K $1.74M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.37K
+ 18.62%
$40.94 - $52.1 $96.9K - $123K
15.1K $785K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.72K
+ 10.84%
$43.53 - $54.46 $74.7K - $93.5K
17.6K $956K
NFLX
Netflix Inc

Communication Services
3
+ 0.68%
$855.86 - $1339.13 $2.57K - $4.02K
446 $597K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2K
+ 23.91%
$66.87 - $79.47 $134K - $159K
10.4K $823K
EFG
Msci Eafe Growth ETF

ETFs
979
+ 22.46%
$89.8 - $112.0 $87.9K - $110K
5.34K $597K
WFC
Wells Fargo & Company

Financial Services
7
+ 0.04%
$60.98 - $80.12 $427 - $561
18.8K $1.51M
LNT
Alliant Energy Corp

Utilities
2.74K
+ 61.27%
$58.79 - $64.85 $161K - $178K
7.22K $436K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
583
+ 4.46%
$50.08 - $63.14 $29.2K - $36.8K
13.6K $861K
COST
Costco Wholesale Corp

Consumer Defensive
69
+ 4.49%
$908.13 - $1056.85 $62.7K - $72.9K
1.61K $1.59M
NKE
Nike, Inc.

Consumer Cyclical
87
+ 0.51%
$53.27 - $72.04 $4.63K - $6.27K
17.2K $1.22M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
499
+ 3.69%
$72.61 - $88.75 $36.2K - $44.3K
14K $1.24M
WMT
Walmart Inc.

Consumer Defensive
214
+ 1.93%
$81.79 - $99.98 $17.5K - $21.4K
11.3K $1.11M
RTX
Raytheon Technologies Corp

Industrials
126
+ 1.56%
$113.75 - $148.48 $14.3K - $18.7K
8.2K $1.2M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
6.27K
+ 22.22%
$18.21 - $18.97 $114K - $119K
34.5K $654K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
5.46K
+ 6.14%
$18.65 - $19.82 $102K - $108K
94.3K $1.87M
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.45K
+ 4.82%
$45.9 - $47.2 $112K - $116K
53.2K $2.51M
EMB
Ishares Tr

ETFs
833
+ 4.46%
$86.54 - $92.62 $72.1K - $77.2K
19.5K $1.81M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
391
+ 6.26%
$86.93 - $109.64 $34K - $42.9K
6.64K $727K
EMR
Emerson Electric CO

Industrials
5
+ 0.11%
$94.15 - $133.33 $471 - $667
4.73K $630K
C
Citigroup Inc

Financial Services
279
+ 5.39%
$58.13 - $85.12 $16.2K - $23.7K
5.45K $464K
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
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
607
+ 4.15%
$35.35 - $42.68 $21.5K - $25.9K
15.2K $649K
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
GLDM
World Gold Trust

ETFs
219
+ 4.58%
$58.96 - $67.97 $12.9K - $14.9K
5K $327K
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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