Lex Aurum Advisors, LLC Incresed Positions in Q1 2025

Lex Aurum Advisors, LLC

  • $494 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
151
+ 1.73%
$225.19 - $279.95 $34K - $42.3K
8.9K $2.18M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
4.28K
+ 17.87%
$18.55 - $18.81 $79.4K - $80.5K
28.2K $528K
VZ
Verizon Communications Inc

Communication Services
102
+ 0.73%
$37.81 - $46.49 $3.86K - $4.74K
14.1K $641K
DE
Deere & CO

Industrials
14
+ 0.88%
$408.57 - $509.27 $5.72K - $7.13K
1.6K $749K
UPS
United Parcel Service Inc

Industrials
1.1K
+ 40.19%
$109.66 - $136.26 $121K - $150K
3.85K $423K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
468
+ 2.81%
$55.47 - $61.45 $26K - $28.8K
17.1K $1.02M
PG
Procter & Gamble CO

Consumer Defensive
305
+ 4.72%
$158.56 - $176.26 $48.4K - $53.8K
6.77K $1.15M
ENB
Enbridge Inc

Energy
1.3K
+ 26.91%
$41.54 - $45.45 $54K - $59K
6.13K $271K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
569
+ 14.91%
$95.85 - $99.25 $54.5K - $56.5K
4.39K $433K
JCPB
J P Morgan Exchange Traded Fd

ETFs
396
+ 0.79%
$45.56 - $47.23 $18K - $18.7K
50.8K $2.38M
META
Meta Platforms, Inc.

Communication Services
147
+ 6.79%
$576.36 - $736.67 $84.7K - $108K
2.31K $1.33M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.43K
+ 4.4%
$24.73 - $25.62 $35.3K - $36.6K
33.9K $864K
TIP
Ishares Tr Tips Bd ETF

ETFs
351
+ 13.7%
$106.22 - $111.09 $37.3K - $39K
2.91K $322K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
17
+ 0.13%
$97.25 - $104.79 $1.65K - $1.78K
12.8K $1.32M
BA
Boeing CO

Industrials
416
+ 12.15%
$148.15 - $186.25 $61.6K - $77.5K
3.84K $654K
BAR
Granite Shares Gold Trust

ETFs
172
+ 1.8%
$26.01 - $30.84 $4.47K - $5.3K
9.73K $295K
SLB
Schlumberger Limited

Energy
47
+ 0.36%
$38.4 - $43.74 $1.8K - $2.06K
13.1K $545K
AVLV
American Centy ETF Tr Avantis
1.51K
+ 5.63%
$63.51 - $70.42 $95.8K - $106K
28.3K $1.83M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
332
+ 4.59%
$65.44 - $70.64 $21.7K - $23.5K
7.57K $512K
EPD
Enterprise Products Partners L.P.

Energy
402
+ 4.73%
$31.75 - $34.14 $12.8K - $13.7K
8.9K $303K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
1.36K
+ 11.96%
$33.28 - $36.41 $45.1K - $49.3K
12.7K $430K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
482
+ 4.57%
$42.5 - $46.71 $20.5K - $22.5K
11K $499K
VHT
Vanguard Health Care ETF

ETFs
66
+ 3.71%
$254.06 - $273.83 $16.8K - $18.1K
1.85K $485K
XLV
Select Sector Spdr Fund Health

ETFs
107
+ 4.11%
$137.61 - $149.68 $14.7K - $16K
2.71K $392K
FVD
First Tr Value Line Divid Inde

ETFs
576
+ 6.6%
$42.61 - $45.51 $24.5K - $26.2K
9.31K $411K
FIW
First Trust Water ETF

ETFs
989
+ 2.67%
$99.48 - $106.74 $98.4K - $106K
38.1K $3.82M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
608
+ 4.88%
$54.25 - $57.64 $33K - $35K
13.1K $720K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
583
+ 4.21%
$49.42 - $50.43 $28.8K - $29.4K
14.4K $721K
IE
Ivanhoe Electric Inc.

Basic Materials
19.2K
+ 26.38%
$5.41 - $7.99 $104K - $153K
91.8K $581K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
112
+ 1.24%
$37.06 - $41.11 $4.15K - $4.6K
9.16K $367K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
135
+ 3.03%
$128.74 - $138.67 $17.4K - $18.7K
4.59K $616K
GRMN
Garmin LTD

Technology
6
+ 0.24%
$204.55 - $241.93 $1.23K - $1.45K
2.51K $545K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.43K
+ 9.89%
$48.06 - $53.73 $68.5K - $76.6K
15.8K $767K
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
NFLX
Netflix Inc

Communication Services
1
+ 0.23%
$828.4 - $1058.6 $828 - $1.06K
443 $413K
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
AVSE
American Centy ETF Tr Avantis

ETFs
53
+ 0.56%
$48.73 - $53.38 $2.58K - $2.83K
9.52K $492K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
120
+ 1.0%
$20.29 - $22.36 $2.43K - $2.68K
12.1K $265K
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
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
185
+ 1.95%
$21.23 - $22.14 $3.93K - $4.1K
9.67K $212K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
185
+ 4.47%
$49.78 - $53.19 $9.21K - $9.84K
4.33K $219K
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
FALN
Ishares Tr Fallen Angels Usd B

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