Lex Aurum Advisors, LLC Reduced Holdings in Q1 2025

Lex Aurum Advisors, LLC

  • $494 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.05K
- 2.99%
$209.68 - $247.1 $429K - $506K
66.4K $14.7M
VTI
Vanguard Total Stock Market Et

ETFs
-2.91K
- 5.11%
$271.18 - $303.12 $789K - $881K
53.9K $14.8M
TSLA
Tesla, Inc.

Consumer Cyclical
-293
- 5.21%
$222.15 - $428.22 $65.1K - $125K
5.33K $1.38M
MSFT
Microsoft Corp

Technology
-206
- 1.27%
$375.39 - $447.2 $77.3K - $92.1K
16.1K $6.03M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.81K
- 3.44%
$84.95 - $100.62 $154K - $183K
51K $4.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.52K
- 58.75%
$126.11 - $135.06 $571K - $611K
3.18K $405K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-17.5K
- 7.18%
$42.4 - $44.11 $743K - $773K
226K $9.91M
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
-25K
- 41.32%
$20.08 - $21.07 $502K - $527K
35.5K $724K
SPYG
Spdr Portfolio

ETFs
-251
- 0.41%
$80.05 - $92.39 $20.1K - $23.2K
60.7K $4.87M
AVGO
Broadcom Inc.

Technology
-87
- 1.24%
$167.43 - $244.7 $14.6K - $21.3K
6.92K $1.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-3.16K
- 8.53%
$64.88 - $72.1 $205K - $228K
33.9K $2.22M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-1.36K
- 8.62%
$103.96 - $122.36 $141K - $167K
14.4K $1.53M
EFG
Msci Eafe Growth ETF

ETFs
-2.48K
- 36.31%
$96.1 - $106.37 $239K - $264K
4.36K $439K
NKE
Nike, Inc.

Consumer Cyclical
-72
- 0.42%
$63.29 - $81.72 $4.56K - $5.88K
17.1K $1.08M
FSK
Fs Kkr Capital Corp

Financial Services
-8.12K
- 16.92%
$20.47 - $24.06 $166K - $195K
39.9K $835K
PTA
Cohen & Steers Tax Advantaged Preferred Securities & Income Fund
-10K
- 31.15%
$19.17 - $20.25 $192K - $203K
22.1K $430K
BX
Blackstone Inc.

Financial Services
-44
- 0.87%
$136.53 - $186.74 $6.01K - $8.22K
5.02K $702K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1K
- 11.5%
$77.33 - $90.16 $77.6K - $90.5K
7.73K $603K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-8.93K
- 15.88%
$20.56 - $21.51 $184K - $192K
47.3K $1M
ACWI
Ishares Msci Acwi ETF

ETFs
-668
- 1.31%
$115.16 - $124.13 $76.9K - $82.9K
50.3K $5.85M
VB
Vanguard Small Cap ETF

ETFs
-201
- 3.89%
$217.89 - $252.64 $43.8K - $50.8K
4.96K $1.1M
SHOP
Shopify Inc.

Technology
-750
- 11.58%
$90.59 - $129.31 $67.9K - $97K
5.72K $553K
DIS
Walt Disney CO

Communication Services
-109
- 1.17%
$96.87 - $114.0 $10.6K - $12.4K
9.19K $906K
UNH
Unitedhealth Group Inc

Healthcare
-577
- 5.72%
$461.52 - $548.18 $266K - $316K
9.51K $4.98M
CGGR
Capital Group Growth ETF Shs C

ETFs
-685
- 2.14%
$33.98 - $39.84 $23.3K - $27.3K
31.4K $1.08M
VGT
Vanguard Information Technolog

ETFs
-75
- 8.11%
$542.38 - $646.34 $40.7K - $48.5K
850 $461K
VIG
Vanguard Dividend Appreciation

ETFs
-621
- 5.46%
N/A
10.8K $1.96M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-229
- 12.35%
$408.78 - $448.82 $93.6K - $103K
1.63K $682K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-252
- 19.7%
$254.58 - $302.92 $64.2K - $76.3K
1.03K $264K
CMI
Cummins Inc

Industrials
-200
- 18.0%
$312.92 - $386.07 $62.6K - $77.2K
911 $285K
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund

ETFs
-10K
- 8.95%
$14.39 - $15.91 $144K - $159K
102K $1.55M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-4.16K
- 19.01%
$24.6 - $24.99 $102K - $104K
17.7K $442K
GLD
Spdr Gold Trust

ETFs
-599
- 36.59%
$243.19 - $288.14 $146K - $173K
1.04K $299K
VCR
Vanguard Consumer Discretionar

ETFs
-38
- 2.3%
$318.51 - $391.75 $12.1K - $14.9K
1.62K $527K
CRM
Salesforce, Inc.

Technology
-51
- 4.78%
$268.36 - $359.95 $13.7K - $18.4K
1.02K $272K
TGT
Target Corp

Consumer Defensive
-95
- 3.9%
$103.65 - $142.5 $9.85K - $13.5K
2.34K $244K
VUG
Vanguard Growth ETF

ETFs
-100
- 8.41%
$369.1 - $427.61 $36.9K - $42.8K
1.09K $403K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-2.2K
- 13.7%
$29.34 - $31.31 $64.7K - $69K
13.9K $410K
ORCL
Oracle Corp

Technology
-27
- 0.98%
$139.81 - $186.47 $3.77K - $5.03K
2.72K $379K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-3.81K
- 19.67%
$21.49 - $22.24 $82K - $84.8K
15.6K $344K
EMR
Emerson Electric CO

Industrials
-56
- 1.17%
$108.64 - $131.17 $6.08K - $7.35K
4.72K $517K
C
Citigroup Inc

Financial Services
-1.11K
- 17.66%
$67.23 - $84.63 $74.6K - $93.9K
5.17K $367K
MS
Morgan Stanley

Financial Services
-60
- 0.83%
$111.68 - $141.08 $6.7K - $8.46K
7.18K $837K
HD
Home Depot, Inc.

Consumer Cyclical
-42
- 1.78%
$347.25 - $424.87 $14.6K - $17.8K
2.32K $850K
PFE
Pfizer Inc

Healthcare
-1.38K
- 4.92%
$25.01 - $27.13 $34.6K - $37.5K
26.7K $677K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-629
- 17.94%
$100.32 - $100.76 $63.1K - $63.4K
2.88K $289K
ACN
Accenture PLC

Technology
-11
- 0.81%
$300.91 - $398.25 $3.31K - $4.38K
1.35K $421K
GM
General Motors CO

Consumer Cyclical
-320
- 4.64%
$45.22 - $54.92 $14.5K - $17.6K
6.57K $309K
IEFA
Ishares Tr

ETFs
-1.01K
- 23.69%
$69.57 - $78.65 $70.2K - $79.4K
3.25K $248K
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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