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
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-214
- 1.2%
$15.44 - $16.72 $3.3K - $3.58K
17.7K $284K
BNDX
Vanguard Total International B

ETFs
-216
- 4.12%
$48.77 - $49.55 $10.5K - $10.7K
5.03K $249K
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.31K
- 4.31%
$32.11 - $38.21 $41.9K - $49.9K
29K $1.1M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-206
- 2.97%
$47.46 - $55.3 $9.78K - $11.4K
6.72K $370K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-138
- 0.38%
$37.08 - $42.26 $5.12K - $5.83K
35.7K $1.48M
CVS
Cvs Health Corp

Healthcare
-155
- 2.68%
$60.04 - $70.18 $9.31K - $10.9K
5.64K $388K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-229
- 6.27%
$54.27 - $63.01 $12.4K - $14.4K
3.43K $214K
DVY
Ishares Tr

ETFs
-17
- 0.43%
$118.37 - $134.86 $2.01K - $2.29K
3.98K $528K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-180
- 1.22%
$22.43 - $23.23 $4.04K - $4.18K
14.6K $338K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-149
- 0.61%
$46.46 - $47.44 $6.92K - $7.07K
24.4K $1.16M
American Centy ETF Tr
-52
- 0.92%
N/A
5.62K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-2.61K
- 30.54%
N/A
5.95K $0
Bank America Corp
-13
- 0.57%
N/A
2.26K $0
Sei Exchange Traded Funds
-4.86K
- 22.74%
N/A
16.5K $0
Sei Exchange Traded Funds
-4.34K
- 23.24%
N/A
14.3K $0
Sei Exchange Traded Funds
-12.5K
- 26.59%
N/A
34.5K $0
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-138
- 7.6%
$101.97 - $126.75 $14.1K - $17.5K
1.68K $212K
ABT
Abbott Laboratories

Healthcare
-18
- 0.68%
$123.95 - $138.08 $2.23K - $2.49K
2.65K $359K
TFC
Truist Financial Corp

Financial Services
-51
- 1.04%
$34.79 - $42.99 $1.77K - $2.19K
4.85K $208K
DE
Deere & CO

Industrials
-104
- 6.52%
$412.99 - $531.48 $43K - $55.3K
1.49K $758K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-91
- 2.55%
$90.56 - $109.49 $8.24K - $9.96K
3.47K $379K
VBR
Vanguard Small Cap Value ETF

ETFs
-25
- 1.7%
$162.76 - $195.77 $4.07K - $4.89K
1.45K $282K
GM
General Motors CO

Consumer Cyclical
-84
- 1.28%
$42.48 - $50.46 $3.57K - $4.24K
6.49K $319K
KR
Kroger CO

Consumer Defensive
-127
- 2.53%
$64.62 - $74.0 $8.21K - $9.4K
4.89K $350K
AVSE
American Centy ETF Tr Avantis

ETFs
-906
- 9.52%
$45.56 - $58.63 $41.3K - $53.1K
8.61K $504K
GLD
Spdr Gold Trust

ETFs
-7
- 0.67%
$273.71 - $316.29 $1.92K - $2.21K
1.03K $314K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7
- 0.22%
$114.78 - $133.31 $803 - $933
3.17K $422K
XLU
Utilities Sector Spdr

ETFs
-18
- 0.33%
$73.09 - $82.77 $1.32K - $1.49K
5.37K $438K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-83
- 1.38%
$51.16 - $62.02 $4.25K - $5.15K
5.92K $367K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-773
- 5.78%
$58.13 - $69.92 $44.9K - $54K
12.6K $880K
ISRG
Intuitive Surgical Inc

Healthcare
-38
- 4.13%
$451.58 - $565.94 $17.2K - $21.5K
883 $479K
XLK
Technology Sector Spdr

ETFs
-300
- 13.29%
$179.73 - $253.23 $53.9K - $76K
1.96K $495K
PM
Philip Morris International Inc.

Consumer Defensive
-237
- 7.65%
$149.23 - $184.95 $35.4K - $43.8K
2.86K $521K
MLM
Martin Marietta Materials Inc

Basic Materials
-9
- 1.48%
$452.51 - $568.19 $4.07K - $5.11K
600 $329K
BX
Blackstone Inc.

Financial Services
-64
- 1.27%
$120.07 - $151.11 $7.68K - $9.67K
4.96K $741K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-19
- 0.39%
$63.36 - $80.23 $1.2K - $1.52K
4.82K $386K
IWY
Ishares Tr Russell 200 Growth

ETFs
-55
- 3.42%
$187.5 - $246.51 $10.3K - $13.6K
1.55K $382K
SKYY
First Trust Cloud Computing Et

ETFs
-15
- 0.56%
$89.46 - $121.64 $1.34K - $1.82K
2.66K $323K
INTF
Ishares Tr

ETFs
-559
- 2.5%
$27.6 - $34.51 $15.4K - $19.3K
21.8K $744K
VUG
Vanguard Growth ETF

ETFs
-36
- 3.31%
$329.49 - $438.4 $11.9K - $15.8K
1.05K $461K
AVSU
American Centy ETF Tr Avantis

ETFs
-60
- 0.54%
$55.22 - $68.6 $3.31K - $4.12K
11K $755K
SHOP
Shopify Inc.

Technology
-322
- 5.63%
$76.89 - $115.35 $24.8K - $37.1K
5.4K $623K
CEG
Constellation Energy Corp

Utilities
-111
- 10.95%
$170.96 - $322.76 $19K - $35.8K
903 $291K
BAC
Bank Of America Corp

Financial Services
-901
- 3.83%
$34.39 - $47.46 $31K - $42.8K
22.6K $1.07M
VEA
Vanguard Ftse Developed Market

ETFs
-253
- 1.37%
$45.65 - $57.01 $11.5K - $14.4K
18.2K $1.04M
VGT
Vanguard Information Technolog

ETFs
-12
- 1.41%
$470.37 - $663.28 $5.64K - $7.96K
838 $555K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-119
- 1.41%
$108.12 - $135.04 $12.9K - $16.1K
8.32K $1.12M
IYW
Ishares Dj Us Tech ETF

ETFs
-163
- 3.82%
$122.57 - $173.27 $20K - $28.2K
4.11K $711K
SPY
Spdr S&P 500 ETF Trust

ETFs
-52
- 1.88%
$496.48 - $617.85 $25.8K - $32.1K
2.72K $1.68M
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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