Lex Aurum Advisors, LLC New Holdings in Q1 2025

Lex Aurum Advisors, LLC

  • $494 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
28.2K
New
$79.17 - $82.04 $2.23M - $2.32M
28.2K $2.3M
MEAR
Blackrock Short Maturity Munic

ETFs
24.5K
New
$49.97 - $50.36 $1.22M - $1.23M
24.5K $1.23M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
114K
New
$9.88 - $10.25 $1.12M - $1.16M
114K $1.13M
IIM
Invesco Value Municipal Income Trust

Financial Services
92.3K
New
$11.84 - $12.49 $1.09M - $1.15M
92.3K $1.11M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
55.8K
New
$10.81 - $11.29 $603K - $630K
55.8K $603K
XLG
Invesco Exchange Traded Fd Tr

ETFs
12.7K
New
$45.72 - $51.73 $581K - $657K
12.7K $582K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.16K
New
N/A
6.16K $528K
ARCC
Ares Capital Corp

Financial Services
16.5K
New
$21.28 - $23.81 $352K - $393K
16.5K $366K
ALL
Allstate Corp

Financial Services
1.53K
New
$180.99 - $210.18 $277K - $321K
1.53K $316K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.79K
New
$50.72 - $50.92 $294K - $295K
5.79K $294K
GLDM
World Gold Trust

ETFs
4.78K
New
$52.19 - $61.89 $249K - $296K
4.78K $291K
CRWD
Crowd Strike Holdings, Inc.

Technology
825
New
$308.86 - $455.36 $255K - $376K
825 $290K
BNDX
Vanguard Total International B

ETFs
5.25K
New
$48.33 - $49.5 $254K - $260K
5.25K $256K
CORP
Pimco Investment Grade Corp Bd

ETFs
2.59K
New
$93.89 - $97.32 $243K - $252K
2.59K $249K
EVRG
Evergy, Inc.

Utilities
3.51K
New
$59.9 - $69.52 $210K - $244K
3.51K $241K
WPC
W. P. Carey Inc.

Real Estate
3.6K
New
$53.5 - $65.05 $193K - $234K
3.6K $227K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
2.92K
New
$74.34 - $81.0 $217K - $236K
2.92K $220K
CEG
Constellation Energy Corp

Utilities
1.01K
New
$201.63 - $347.44 $204K - $352K
1.01K $208K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.39K
New
$30.35 - $33.16 $194K - $212K
6.39K $205K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
7.81K
New
$22.45 - $26.94 $175K - $211K
7.81K $202K
SIL
Global X Silver Miners ETF

ETFs
5.14K
New
$31.91 - $40.68 $164K - $209K
5.14K $202K
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
28.7K
New
$4.42 - $4.86 $127K - $139K
28.7K $138K
DFSB
Dimensional ETF Tr Dimensional
4.14K
New
N/A
4.14K $0
First Tr Exchng Traded Fd Vi
326K
New
N/A
326K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
8.56K
New
N/A
8.56K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.32K
New
N/A
7.32K $0
First Tr Exchng Traded Fd Vi
10.5K
New
N/A
10.5K $0
First Tr Exchng Traded Fd Vi
14.8K
New
N/A
14.8K $0
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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