Lex Aurum Advisors, LLC Incresed Positions in Q4 2024

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NUSC
Nuveen Esg Small Cap ETF

ETFs
77
+ 0.94%
$41.74 - $46.2 $3.21K - $3.56K
8.28K $347K
AMGN
Amgen Inc

Healthcare
264
+ 22.11%
$258.78 - $328.31 $68.3K - $86.7K
1.46K $380K
IJK
Ishares S&P Midcap 400 Growth

ETFs
9
+ 0.14%
$90.66 - $99.46 $816 - $895
6.27K $570K
QUAL
Ishares Msci Usa Quality Facto

ETFs
18
+ 0.23%
$176.42 - $186.91 $3.18K - $3.36K
8.01K $1.43M
PEG
Public Service Enterprise Group Inc

Utilities
86
+ 3.16%
$81.87 - $94.51 $7.04K - $8.13K
2.8K $236K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
12.1K
+ 5.21%
$42.84 - $45.38 $518K - $549K
244K $10.5M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
458
+ 4.34%
$38.96 - $43.28 $17.8K - $19.8K
11K $433K
TIP
Ishares Tr Tips Bd ETF

ETFs
28
+ 1.1%
$106.33 - $110.69 $2.98K - $3.1K
2.56K $272K
PG
Procter & Gamble CO

Consumer Defensive
168
+ 2.67%
$161.05 - $179.7 $27.1K - $30.2K
6.47K $1.08M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
242
+ 1.94%
$9.84 - $10.98 $2.38K - $2.66K
12.7K $125K
QCOM
Qualcomm Inc

Technology
130
+ 6.66%
$150.4 - $178.04 $19.6K - $23.1K
2.08K $319K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
225
+ 1.72%
$80.93 - $85.66 $18.2K - $19.3K
13.3K $1.08M
EVN
Eaton Vance Municipal Income Trust

Financial Services
246
+ 1.48%
$9.93 - $11.06 $2.44K - $2.72K
16.9K $170K
SCHR
Schwab Intermediate Term Us Tr

ETFs
109K
+ 107.85%
$24.19 - $50.58 $2.63M - $5.49M
209K $5.08M
FVD
First Tr Value Line Divid Inde

ETFs
12
+ 0.14%
$43.4 - $46.7 $521 - $560
8.73K $380K
CSX
Csx Corp

Industrials
99
+ 1.22%
$31.58 - $36.88 $3.13K - $3.65K
8.21K $264K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
92
+ 0.48%
$21.66 - $22.69 $1.99K - $2.09K
19.4K $422K
SO
Southern CO

Utilities
18
+ 0.75%
$81.5 - $94.15 $1.47K - $1.69K
2.43K $200K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
878
+ 7.59%
$55.45 - $61.08 $48.7K - $53.6K
12.5K $690K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
953
+ 6.06%
$56.61 - $61.63 $53.9K - $58.7K
16.7K $945K
EMB
Ishares Tr

ETFs
570
+ 3.53%
$88.94 - $93.46 $50.7K - $53.3K
16.7K $1.49M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
142
+ 2.45%
$42.32 - $55.35 $6.01K - $7.86K
5.94K $254K
PFE
Pfizer Inc

Healthcare
1.33K
+ 4.95%
$24.8 - $30.19 $32.9K - $40K
28.1K $745K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
117
+ 0.99%
$20.68 - $23.73 $2.42K - $2.78K
12K $250K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
60
+ 0.33%
$15.84 - $17.86 $950 - $1.07K
18.5K $298K
SBUX
Starbucks Corp

Consumer Cyclical
105
+ 1.56%
$87.44 - $102.5 $9.18K - $10.8K
6.82K $621K
SLB
Schlumberger Limited

Energy
298
+ 2.34%
$36.83 - $45.59 $11K - $13.6K
13K $498K
O
Realty Income Corp

Real Estate
95
+ 2.33%
$51.76 - $64.71 $4.92K - $6.15K
4.17K $222K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.7K
+ 8.38%
$34.13 - $37.35 $194K - $213K
73.7K $2.51M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
33
+ 0.75%
$131.66 - $144.0 $4.34K - $4.75K
4.46K $588K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30.3K
+ 103.07%
$22.63 - $47.53 $686K - $1.44M
59.7K $1.35M
TGT
Target Corp

Consumer Defensive
56
+ 2.35%
$121.59 - $160.69 $6.81K - $9K
2.44K $329K
XOM
Exxon Mobil Corp

Energy
593
+ 5.26%
$105.51 - $125.37 $62.6K - $74.3K
11.9K $1.28M
INTF
Ishares Tr

ETFs
234
+ 1.19%
$28.54 - $31.26 $6.68K - $7.31K
19.8K $569K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
87
+ 0.27%
$19.11 - $21.17 $1.66K - $1.84K
32.1K $617K
EFG
Msci Eafe Growth ETF

ETFs
154
+ 2.3%
$96.83 - $106.88 $14.9K - $16.5K
6.84K $662K
LLY
Eli Lilly & CO

Healthcare
85
+ 7.88%
$727.2 - $932.06 $61.8K - $79.2K
1.16K $897K
LQD
Ishares Iboxx $ Investment Gra

ETFs
219
+ 1.27%
$106.56 - $113.11 $23.3K - $24.8K
17.5K $1.86M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
256
+ 0.42%
$20.17 - $21.84 $5.16K - $5.59K
60.5K $1.22M
CAT
Caterpillar Inc

Industrials
12
+ 0.37%
$360.37 - $416.88 $4.32K - $5K
3.25K $1.18M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.19K
+ 5.96%
$38.37 - $42.82 $353K - $394K
163K $6.27M
CVS
Cvs Health Corp

Healthcare
83
+ 1.42%
$43.78 - $67.46 $3.63K - $5.6K
5.93K $266K
MRK
Merck & Co., Inc.

Healthcare
450
+ 4.07%
$96.31 - $114.76 $43.3K - $51.6K
11.5K $1.14M
JPIN
Jp Morgan Diversified Return I

ETFs
8.86K
+ 9.79%
$53.56 - $59.9 $475K - $531K
99.4K $5.32M
AVEM
American Centy ETF Tr Avantis

ETFs
1.9K
+ 3.16%
$58.59 - $66.14 $111K - $126K
62.1K $3.65M
UNH
Unitedhealth Group Inc

Healthcare
403
+ 4.16%
$485.52 - $625.25 $196K - $252K
10.1K $5.1M
JNJ
Johnson & Johnson

Healthcare
913
+ 1.67%
$143.34 - $165.86 $131K - $151K
55.7K $8.05M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
89.5K
+ 112.36%
$26.93 - $84.95 $2.41M - $7.6M
169K $4.62M
Activity Summary
Buys All Purchases 238 New Holdings 39 Increased Positions 199 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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