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
IAGG
Ishares Tr Core Intl Aggregate

ETFs
391
+ 2.71%
$50.09 - $51.09 $19.6K - $20K
14.8K $757K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
627
+ 1.72%
$41.1 - $42.37 $25.8K - $26.6K
37K $1.56M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
213
+ 1.87%
$36.02 - $41.92 $7.67K - $8.93K
11.6K $485K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.1K
+ 6.19%
$24.66 - $25.17 $27.1K - $27.6K
18.8K $473K
AME
Ametek Inc

Industrials
14
+ 0.49%
$151.41 - $182.75 $2.12K - $2.56K
2.84K $514K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
40
+ 0.32%
$30.28 - $36.05 $1.21K - $1.44K
12.7K $458K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
124
+ 1.59%
$23.44 - $28.85 $2.91K - $3.58K
7.94K $229K
O
Realty Income Corp

Real Estate
494
+ 11.77%
$52.27 - $58.52 $25.8K - $28.9K
4.69K $270K
EVRG
Evergy, Inc.

Utilities
375
+ 10.7%
$64.06 - $69.64 $24K - $26.1K
3.88K $267K
IEMG
Ishares Inc

ETFs
473
+ 4.51%
N/A
11K $588K
CORP
Pimco Investment Grade Corp Bd

ETFs
231
+ 8.93%
$94.14 - $97.31 $21.7K - $22.5K
2.82K $274K
IWN
Ishares Russell2000 Val ETF

ETFs
93
+ 5.92%
$131.84 - $157.76 $12.3K - $14.7K
1.66K $262K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
411
+ 7.34%
$49.79 - $50.59 $20.5K - $20.8K
6.01K $304K
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
81
+ 0.23%
$18.53 - $20.98 $1.5K - $1.7K
35.6K $746K
NEE
Nextera Energy Inc

Utilities
379
+ 13.12%
$64.11 - $75.0 $24.3K - $28.4K
3.27K $226K
WBD
Warner Bros. Discovery, Inc.

Communication Services
144
+ 0.76%
$7.69 - $11.46 $1.11K - $1.65K
19.1K $219K
F
Ford Motor CO

Consumer Cyclical
105
+ 0.46%
$8.69 - $10.85 $912 - $1.14K
23.1K $250K
ENB
Enbridge Inc

Energy
311
+ 5.08%
$41.09 - $47.16 $12.8K - $14.7K
6.44K $291K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
18
+ 0.35%
$34.29 - $43.33 $617 - $780
5.23K $222K
CMI
Cummins Inc

Industrials
12
+ 1.32%
$267.12 - $336.65 $3.21K - $4.04K
923 $302K
UMBF
Umb Financial Corp

Financial Services
2
+ 0.06%
$86.4 - $107.99 $173 - $216
3.13K $329K
KO
Coca Cola CO

Consumer Defensive
293
+ 4.67%
$68.37 - $73.9 $20K - $21.7K
6.57K $464K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
341
+ 1.39%
$25.27 - $27.14 $8.62K - $9.25K
24.9K $672K
QCOM
Qualcomm Inc

Technology
8
+ 0.38%
$124.66 - $159.48 $997 - $1.28K
2.12K $337K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
124
+ 1.03%
$19.41 - $22.77 $2.41K - $2.82K
12.2K $278K
LMT
Lockheed Martin Corp

Industrials
6
+ 1.06%
$430.82 - $486.45 $2.58K - $2.92K
572 $264K
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
USMV
Ishares Msci Usa Min Vol Facto

ETFs
34
+ 1.02%
$85.42 - $94.39 $2.9K - $3.21K
3.38K $317K
XOM
Exxon Mobil Corp

Energy
1.3K
+ 10.84%
$99.93 - $119.04 $130K - $155K
13.3K $1.43M
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
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.26%
$335.24 - $380.78 $2.01K - $2.28K
2.33K $853K
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
CGMS
Capital Grp Core Plus Income E
1.15K
+ 11.27%
N/A
11.3K $0
Victory Portfolios Ii
732
+ 3.7%
N/A
20.5K $0
Blackrock ETF Trust Ii
27
+ 0.28%
N/A
9.79K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
2.1K
+ 28.7%
N/A
9.42K $0
DFSB
Dimensional ETF Tr Dimensional
126
+ 3.04%
N/A
4.26K $0
Goldman Sachs ETF Tr
849
+ 6.14%
N/A
14.7K $0
Pimco ETF Tr
526K
+ 2988.48%
N/A
543K $0
Putnam ETF Trust
78
+ 0.62%
N/A
12.7K $0
FSCO
Fs Cr Opportunities Corp Com
5.7K
+ 17.21%
N/A
38.8K $0
JGRO
J P Morgan Exchange Traded Fd
10.1K
+ 24.6%
N/A
50.9K $0
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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