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
MUB
Ishares National Muni Bond ETF

ETFs
88
+ 3.46%
$104.71 - $107.69 $9.21K - $9.48K
2.63K $276K
OKE
Oneok Inc

Energy
92
+ 2.76%
$89.57 - $109.85 $8.24K - $10.1K
3.43K $340K
QCOM
Qualcomm Inc

Technology
28
+ 1.35%
$151.94 - $175.86 $4.25K - $4.92K
2.11K $323K
F
Ford Motor CO

Consumer Cyclical
3
+ 0.01%
$9.12 - $10.43 $27.4 - $31.3
23K $230K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
126
+ 0.99%
$9.82 - $10.37 $1.24K - $1.31K
12.8K $128K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1K
+ 6.05%
$21.75 - $24.28 $21.8K - $24.4K
17.6K $386K
VBR
Vanguard Small Cap Value ETF

ETFs
92
+ 6.67%
$183.02 - $207.75 $16.8K - $19.1K
1.47K $273K
Blacksky Technology Inc
85
+ 0.85%
N/A
10.1K $0
Blackrock ETF Trust Ii
1.71K
+ 21.24%
N/A
9.77K $0
Ishares Bitcoin Trust ETF
2.84K
+ 18.72%
N/A
18K $0
Sei Exchange Traded Funds
232
+ 1.1%
N/A
21.4K $0
First Tr Exchng Traded Fd Vi
60.2K
+ 276.24%
N/A
82.1K $0
CGMS
Capital Grp Core Plus Income E
2.23K
+ 27.96%
N/A
10.2K $0
Wells Fargo CO New
48
+ 5.21%
N/A
970 $0
JGRO
J P Morgan Exchange Traded Fd
4.34K
+ 11.87%
N/A
40.9K $0
Bank America Corp
20
+ 0.89%
N/A
2.27K $0
WMT
Walmart Inc.

Consumer Defensive
275
+ 2.54%
$84.5 - $105.05 $23.2K - $28.9K
11.1K $974K
PEG
Public Service Enterprise Group Inc

Utilities
3
+ 0.11%
$78.2 - $90.39 $235 - $271
2.81K $231K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
4
+ 0.08%
$38.84 - $41.54 $155 - $166
5.21K $203K
AVSU
American Centy ETF Tr Avantis

ETFs
581
+ 5.54%
$61.4 - $69.08 $35.7K - $40.1K
11.1K $686K
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
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
15
+ 0.11%
$78.0 - $84.37 $1.17K - $1.27K
13.3K $1.06M
IYC
Ishares U.S. Consumer Discreti

ETFs
3
+ 0.11%
$85.71 - $101.2 $257 - $304
2.84K $249K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
211
+ 3.5%
$96.93 - $109.51 $20.5K - $23.1K
6.25K $609K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
57
+ 0.69%
$75.47 - $84.24 $4.3K - $4.8K
8.36K $641K
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
UMBF
Umb Financial Corp

Financial Services
2
+ 0.06%
$98.0 - $122.56 $196 - $245
3.13K $313K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.06%
$210.19 - $243.33 $210 - $243
1.61K $338K
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
IVW
Ishares S&P 500 Growth ETF

ETFs
442
+ 4.25%
$92.45 - $106.69 $40.9K - $47.2K
10.9K $1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.4K
+ 5.13%
$25.58 - $29.24 $343K - $393K
275K $7.2M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
439
+ 5.51%
$192.82 - $222.1 $84.6K - $97.5K
8.4K $1.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
184
+ 1.27%
$40.03 - $46.81 $7.37K - $8.61K
14.6K $594K
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
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
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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