Lex Aurum Advisors, LLC Reduced Holdings in Q4 2024

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-53.7K
- 22.31%
$50.37 - $50.6 $2.7M - $2.72M
187K $9.42M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 4.76%
$664750.0 - $724132.5 $665K - $724K
20 $13.6M
VDC
Vanguard Consumer Staples ETF

ETFs
-3.9K
- 54.93%
$210.96 - $223.62 $823K - $873K
3.2K $677K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-14K
- 27.33%
$41.17 - $43.34 $578K - $609K
37.3K $1.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.82K
- 14.03%
$481.22 - $538.17 $876K - $979K
11.1K $5.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-3.43K
- 30.11%
$198.04 - $221.51 $679K - $760K
7.96K $1.68M
CGGO
Capital Group Global Growth Eq

ETFs
-13.5K
- 63.2%
$29.21 - $30.67 $394K - $414K
7.86K $229K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
-8.37K
- 6.98%
$14.68 - $17.32 $123K - $145K
112K $1.65M
T
At&T Inc.

Communication Services
-15.2K
- 35.75%
$21.22 - $23.88 $322K - $362K
27.2K $620K
NKE
Nike, Inc.

Consumer Cyclical
-905
- 5.02%
$73.36 - $89.13 $66.4K - $80.7K
17.1K $1.3M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.66K
- 2.5%
$60.73 - $64.94 $101K - $108K
64.7K $3.97M
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-3.54K
- 13.79%
$46.63 - $47.41 $165K - $168K
22.1K $1.03M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-455
- 3.44%
$99.04 - $109.59 $45.1K - $49.9K
12.8K $1.27M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-126
- 0.35%
$40.06 - $45.21 $5.05K - $5.7K
36.4K $1.48M
IEF
Ishares Barclays

ETFs
-651
- 4.35%
$92.08 - $98.18 $59.9K - $63.9K
14.3K $1.32M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-603
- 0.4%
$48.48 - $49.47 $29.2K - $29.8K
151K $7.33M
AVDE
American Centy ETF Tr Avantis

ETFs
-63
- 0.26%
$60.9 - $66.69 $3.84K - $4.2K
24K $1.47M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.47K
- 4.25%
$45.07 - $47.1 $66.3K - $69.3K
33.1K $1.5M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.24K
- 21.88%
$50.73 - $51.08 $113K - $114K
7.98K $405K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-1.44K
- 16.93%
$68.71 - $73.91 $98.6K - $106K
7.04K $485K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-610
- 4.36%
$65.79 - $72.14 $40.1K - $44K
13.4K $880K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-251
- 11.92%
$417.69 - $450.94 $105K - $113K
1.85K $788K
VIG
Vanguard Dividend Appreciation

ETFs
-563
- 4.72%
N/A
11.4K $2.07M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.27K
- 7.31%
$34.42 - $35.88 $78.2K - $81.5K
28.8K $1M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-1.64K
- 2.82%
$20.38 - $21.75 $33.3K - $35.6K
56.3K $1.16M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-6K
- 37.5%
$12.1 - $13.52 $72.6K - $81.1K
10K $122K
TFC
Truist Financial Corp

Financial Services
-2.19K
- 30.87%
$41.51 - $48.1 $91K - $105K
4.91K $212K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-2.62K
- 11.14%
$17.44 - $19.38 $45.7K - $50.7K
20.9K $370K
IE
Ivanhoe Electric Inc.

Basic Materials
-500
- 0.68%
$6.91 - $11.21 $3.46K - $5.61K
72.6K $552K
VHT
Vanguard Health Care ETF

ETFs
-46
- 2.52%
$250.81 - $283.3 $11.5K - $13K
1.78K $451K
JPUS
Jpmorgan Diversified Return Us

ETFs
-36
- 0.37%
$114.05 - $123.77 $4.11K - $4.46K
9.75K $1.11M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-317
- 1.29%
$23.17 - $26.26 $7.34K - $8.32K
24.2K $581K
F
Ford Motor CO

Consumer Cyclical
-3.9K
- 14.5%
$9.69 - $11.4 $37.8K - $44.4K
23K $227K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-874
- 5.7%
$44.33 - $49.55 $38.7K - $43.3K
14.5K $649K
VBK
Vanguard Small Cap Growth ETF

ETFs
-207
- 21.68%
$264.18 - $304.19 $54.7K - $63K
748 $209K
IWY
Ishares Tr Russell 200 Growth

ETFs
-323
- 16.74%
$216.72 - $244.71 $70K - $79K
1.61K $378K
BA
Boeing CO

Industrials
-862
- 20.11%
$138.14 - $180.72 $119K - $156K
3.42K $606K
XLV
Select Sector Spdr Fund Health

ETFs
-8
- 0.31%
$136.28 - $154.74 $1.09K - $1.24K
2.61K $358K
VSMV
Victoryshares Us Multifactor M

ETFs
-724
- 5.9%
$47.81 - $50.6 $34.6K - $36.6K
11.6K $554K
LVHI
Franklin International Low Vol

ETFs
-1.09K
- 9.3%
$29.98 - $31.57 $32.6K - $34.3K
10.6K $323K
HD
Home Depot, Inc.

Consumer Cyclical
-3
- 0.13%
$385.02 - $431.37 $1.16K - $1.29K
2.36K $919K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-275
- 5.02%
$40.28 - $44.96 $11.1K - $12.4K
5.21K $210K
ITA
Ishares Tr

ETFs
-19
- 0.29%
$144.31 - $157.31 $2.74K - $2.99K
6.49K $942K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-389
- 9.34%
$57.38 - $61.11 $22.3K - $23.8K
3.78K $220K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-164
- 4.41%
$113.92 - $127.38 $18.7K - $20.9K
3.56K $409K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-304
- 1.94%
$22.65 - $23.8 $6.89K - $7.24K
15.3K $348K
VGT
Vanguard Information Technolog

ETFs
-95
- 9.31%
$571.78 - $647.97 $54.3K - $61.6K
925 $575K
IBM
International Business Machines Corp

Technology
-67
- 1.4%
$204.9 - $238.04 $13.7K - $15.9K
4.72K $1.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-345
- 5.36%
$61.68 - $67.87 $21.3K - $23.4K
6.09K $379K
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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