Lex Aurum Advisors, LLC Reduced Holdings in Q2 2025

Lex Aurum Advisors, LLC

  • $580 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-138K
- 96.65%
$41.45 - $54.46 $5.73M - $7.53M
4.79K $249K
UNH
Unitedhealth Group Inc

Healthcare
-86
- 0.9%
$274.35 - $599.47 $23.6K - $51.6K
9.43K $2.94M
JPIN
Jp Morgan Diversified Return I

ETFs
-32.4K
- 31.85%
$52.18 - $64.25 $1.69M - $2.08M
69.3K $4.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-526
- 2.16%
$483.48 - $539.8 $254K - $284K
23.8K $11.6M
JNJ
Johnson & Johnson

Healthcare
-221
- 0.4%
$146.36 - $159.82 $32.3K - $35.3K
55.6K $8.5M
ITA
Ishares Tr

ETFs
-4.87K
- 75.26%
$135.31 - $188.64 $659K - $919K
1.6K $302K
SCHW
Schwab Charles Corp

Financial Services
-9.22K
- 66.89%
$69.06 - $91.24 $637K - $842K
4.57K $416K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-17.9K
- 63.69%
$27.46 - $33.2 $493K - $596K
10.2K $339K
SHW
Sherwin Williams CO

Basic Materials
-570
- 1.22%
$313.51 - $363.51 $179K - $207K
46K $15.8M
TMUS
T Mobile Us, Inc.

Communication Services
-925
- 10.94%
$220.99 - $268.54 $204K - $248K
7.53K $1.79M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-7.14K
- 23.01%
$49.79 - $50.75 $356K - $362K
23.9K $1.21M
JPIB
Jpmorgan International Bond Op

ETFs
-8.08K
- 9.68%
$47.18 - $48.62 $381K - $393K
75.4K $3.66M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-16.4K
- 34.63%
$20.46 - $21.89 $335K - $359K
30.9K $677K
PFE
Pfizer Inc

Healthcare
-11.3K
- 42.16%
$21.59 - $24.84 $243K - $280K
15.5K $374K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-4.62K
- 5.64%
$75.05 - $77.34 $347K - $357K
77.4K $5.98M
IBM
International Business Machines Corp

Technology
-1.59K
- 34.18%
$221.03 - $294.78 $352K - $470K
3.07K $904K
MEAR
Blackrock Short Maturity Munic

ETFs
-4.87K
- 19.86%
$49.74 - $50.27 $242K - $245K
19.6K $987K
FSK
Fs Kkr Capital Corp

Financial Services
-8.64K
- 21.67%
$17.95 - $21.5 $155K - $186K
31.2K $648K
CASY
Caseys General Stores Inc

Consumer Cyclical
-568
- 40.89%
$415.82 - $510.91 $236K - $290K
821 $418K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-3.25K
- 2.08%
$48.5 - $49.35 $158K - $160K
153K $7.55M
PGEN
Precigen, Inc.

Healthcare
-12.8K
- 1.86%
$1.17 - $1.62 $14.9K - $20.7K
673K $955K
VIG
Vanguard Dividend Appreciation

ETFs
-724
- 6.73%
N/A
10K $1.83M
SLB
Schlumberger Limited

Energy
-723
- 5.54%
$31.95 - $42.2 $23.1K - $30.5K
12.3K $416K
FVD
First Tr Value Line Divid Inde

ETFs
-2.5K
- 26.83%
$40.62 - $45.12 $101K - $113K
6.81K $304K
LLY
Eli Lilly & CO

Healthcare
-41
- 3.54%
$713.71 - $898.95 $29.3K - $36.9K
1.12K $871K
AMGN
Amgen Inc

Healthcare
-116
- 8.14%
$262.28 - $309.85 $30.4K - $35.9K
1.31K $365K
VB
Vanguard Small Cap ETF

ETFs
-650
- 13.09%
$193.73 - $237.37 $126K - $154K
4.31K $1.02M
TIP
Ishares Tr Tips Bd ETF

ETFs
-616
- 21.15%
$107.93 - $110.97 $66.5K - $68.4K
2.3K $252K
CSCO
Cisco Systems, Inc.

Technology
-2.36K
- 18.76%
$53.19 - $69.38 $125K - $164K
10.2K $708K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
-3.49K
- 3.43%
$13.19 - $15.44 $46K - $53.8K
98.2K $1.49M
ET
Energy Transfer LP

Energy
-326
- 0.33%
$15.65 - $18.93 $5.1K - $6.17K
98.6K $1.79M
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.17K
- 16.91%
$33.53 - $37.33 $39.1K - $43.5K
5.73K $200K
UPS
United Parcel Service Inc

Industrials
-65
- 1.69%
$91.92 - $110.2 $5.97K - $7.16K
3.79K $382K
IVV
Ishares Core S&P 500 ETF

ETFs
-363
- 12.04%
$498.8 - $620.9 $181K - $225K
2.65K $1.65M
TGT
Target Corp

Consumer Defensive
-226
- 9.65%
$88.76 - $105.77 $20.1K - $23.9K
2.12K $208K
VEU
Vanguard Ftse All World Ex Us

ETFs
-967
- 20.09%
$54.19 - $67.22 $52.4K - $65K
3.85K $258K
VHT
Vanguard Health Care ETF

ETFs
-33
- 1.79%
$236.71 - $261.92 $7.81K - $8.64K
1.81K $450K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-175
- 26.44%
$320.42 - $424.58 $56.1K - $74.3K
487 $205K
VDC
Vanguard Consumer Staples ETF

ETFs
-192
- 5.99%
$204.89 - $224.73 $39.3K - $43.1K
3.02K $660K
AEP
American Electric Power CO Inc

Utilities
-27
- 0.52%
$98.59 - $109.11 $2.66K - $2.95K
5.14K $533K
V
Visa Inc.

Financial Services
-109
- 4.55%
$308.27 - $373.31 $33.6K - $40.7K
2.29K $812K
ACN
Accenture PLC

Technology
-4
- 0.3%
$279.23 - $323.21 $1.12K - $1.29K
1.35K $402K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-118
- 7.26%
$376.48 - $440.65 $44.4K - $52K
1.51K $664K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-170
- 5.91%
$100.04 - $100.54 $17K - $17.1K
2.71K $272K
JPUS
Jpmorgan Diversified Return Us

ETFs
-429
- 4.41%
$102.8 - $118.19 $44.1K - $50.7K
9.3K $1.09M
SO
Southern CO

Utilities
-175
- 7.2%
$84.91 - $92.56 $14.9K - $16.2K
2.26K $207K
ALL
Allstate Corp

Financial Services
-30
- 1.96%
$180.53 - $212.64 $5.42K - $6.38K
1.5K $301K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-491
- 7.0%
$60.86 - $71.29 $29.9K - $35K
6.52K $464K
DUK
Duke Energy Corp

Utilities
-14
- 0.56%
$112.46 - $124.05 $1.57K - $1.74K
2.47K $291K
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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