Lex Aurum Advisors, LLC Reduced Holdings in Q3 2025

Lex Aurum Advisors, LLC

  • $632 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-74.2K
- 78.64%
$19.7 - $20.2 $1.46M - $1.5M
20.1K $403K
AVDE
American Centy ETF Tr Avantis

ETFs
-16.4K
- 36.94%
$73.24 - $79.04 $1.2M - $1.3M
28.1K $2.22M
AVUV
American Centy ETF Tr Avantis

ETFs
-14.3K
- 26.17%
$90.37 - $102.12 $1.29M - $1.46M
40.2K $4M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-102K
- 60.67%
$9.39 - $10.12 $955K - $1.03M
65.9K $666K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-13.8K
- 57.64%
$50.53 - $50.82 $696K - $700K
10.1K $513K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-33.7K
- 33.69%
$23.82 - $25.84 $803K - $871K
66.3K $1.71M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-29.8K
- 33.63%
$22.9 - $23.58 $681K - $702K
58.7K $1.38M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-7.47K
- 54.7%
N/A
6.19K $531K
AMZN
Amazon Com Inc

Consumer Cyclical
-2.84K
- 10.67%
$211.65 - $238.24 $602K - $677K
23.8K $5.22M
META
Meta Platforms, Inc.

Communication Services
-714
- 26.45%
$695.21 - $791.73 $496K - $565K
1.99K $1.46M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-4.44K
- 54.01%
$81.55 - $85.33 $362K - $379K
3.78K $321K
PSX
Phillips 66

Energy
-3K
- 47.25%
$118.37 - $139.46 $355K - $418K
3.34K $454K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.7K
- 18.1%
$45.6 - $46.92 $305K - $314K
30.3K $1.42M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-11.6K
- 25.15%
$27.61 - $29.15 $319K - $337K
34.4K $1M
COST
Costco Wholesale Corp

Consumer Defensive
-171
- 10.64%
$915.95 - $994.57 $157K - $170K
1.44K $1.33M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-12K
- 38.93%
$21.84 - $22.63 $263K - $273K
18.9K $424K
ISRG
Intuitive Surgical Inc

Healthcare
-346
- 39.18%
$433.66 - $544.47 $150K - $188K
537 $240K
FSK
Fs Kkr Capital Corp

Financial Services
-586
- 1.88%
$14.93 - $22.48 $8.75K - $13.2K
30.6K $457K
SLB
Schlumberger Limited

Energy
-5.43K
- 44.06%
$32.37 - $37.31 $176K - $203K
6.9K $237K
VB
Vanguard Small Cap ETF

ETFs
-952
- 22.07%
$237.58 - $259.17 $226K - $247K
3.36K $854K
PM
Philip Morris International Inc.

Consumer Defensive
-498
- 17.4%
$157.77 - $183.27 $78.6K - $91.3K
2.36K $383K
PG
Procter & Gamble CO

Consumer Defensive
-601
- 8.76%
$150.47 - $161.22 $90.4K - $96.9K
6.26K $961K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.26K
- 12.26%
$182.33 - $194.5 $230K - $245K
9.02K $1.75M
EFG
Msci Eafe Growth ETF

ETFs
-1.11K
- 20.85%
$106.99 - $114.46 $119K - $127K
4.22K $481K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-1.28K
- 6.98%
$94.11 - $95.78 $120K - $122K
17K $1.63M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-10.8K
- 12.24%
$28.92 - $32.19 $313K - $349K
77.7K $2.48M
VIG
Vanguard Dividend Appreciation

ETFs
-556
- 5.55%
N/A
9.47K $1.72M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-2.05K
- 9.06%
$24.0 - $27.1 $49.2K - $55.5K
20.6K $509K
UPS
United Parcel Service Inc

Industrials
-400
- 10.57%
$82.58 - $105.54 $33K - $42.2K
3.39K $282K
ITA
Ishares Tr

ETFs
-617
- 38.54%
$184.73 - $209.26 $114K - $129K
984 $205K
HEFA
Ishares Currency Hedged Msci E

ETFs
-3.51K
- 12.09%
$37.2 - $39.61 $130K - $139K
25.5K $1.01M
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
-6.17K
- 6.28%
$15.15 - $15.79 $93.4K - $97.4K
92K $1.41M
BA
Boeing CO

Industrials
-482
- 12.87%
$209.79 - $237.38 $101K - $114K
3.26K $704K
DE
Deere & CO

Industrials
-2
- 0.13%
$457.26 - $524.37 $915 - $1.05K
1.49K $681K
ACN
Accenture PLC

Technology
-26
- 1.93%
$232.56 - $304.78 $6.05K - $7.92K
1.32K $325K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.93K
- 9.59%
$72.65 - $78.68 $285K - $309K
37K $2.9M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-678
- 25.04%
$100.16 - $100.7 $67.9K - $68.3K
2.03K $204K
SBUX
Starbucks Corp

Consumer Cyclical
-115
- 1.69%
$81.9 - $96.86 $9.42K - $11.1K
6.71K $567K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.35K
- 18.45%
$35.99 - $38.74 $84.5K - $90.9K
10.4K $401K
WTBA
West Bancorporation Inc

Financial Services
-3.63K
- 12.96%
$17.8 - $21.14 $64.6K - $76.7K
24.4K $494K
C
Citigroup Inc

Financial Services
-1.37K
- 25.05%
$85.57 - $103.49 $117K - $141K
4.09K $414K
V
Visa Inc.

Financial Services
-37
- 1.62%
$332.09 - $358.86 $12.3K - $13.3K
2.25K $768K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.03K
- 15.51%
$24.46 - $26.5 $74K - $80.2K
16.5K $433K
VSMV
Victoryshares Us Multifactor M

ETFs
-1.69K
- 15.0%
$48.84 - $53.66 $82.6K - $90.7K
9.59K $514K
SOYB
Teucrium Commodity Trust

ETFs
-1.4K
- 4.67%
$21.14 - $22.4 $29.6K - $31.4K
28.6K $613K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-2.69K
- 15.24%
$15.6 - $16.63 $42K - $44.8K
15K $248K
RC
Ready Capital Corp

Real Estate
-1.46K
- 2.41%
$3.71 - $4.66 $5.43K - $6.82K
59.2K $229K
PGR
Progressive Corp

Financial Services
-5
- 0.29%
$238.61 - $264.3 $1.19K - $1.32K
1.73K $427K
T
At&T Inc.

Communication Services
-488
- 1.68%
$26.94 - $29.62 $13.1K - $14.5K
28.6K $806K
Activity Summary
Buys All Purchases 199 New Holdings 30 Increased Positions 169 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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