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
IWF
Ishares Russell 1000 Gr ETF

ETFs
-57
- 7.93%
$360.07 - $417.26 $20.5K - $23.8K
662 $238K
PEP
Pepsico Inc

Consumer Defensive
-295
- 10.89%
$142.64 - $156.42 $42.1K - $46.1K
2.42K $362K
SES
Ses Ai Corp

Consumer Cyclical
-5K
- 20.0%
$0.4 - $2.25 $2K - $11.3K
20K $10K
MLM
Martin Marietta Materials Inc

Basic Materials
-24
- 3.79%
$460.39 - $552.64 $11K - $13.3K
609 $291K
VTV
Vanguard Value ETF

ETFs
-245
- 5.12%
$167.73 - $179.21 $41.1K - $43.9K
4.54K $776K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-143
- 2.87%
$69.69 - $79.99 $9.97K - $11.4K
4.84K $344K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-85
- 1.4%
$57.21 - $65.8 $4.86K - $5.59K
6K $349K
VEU
Vanguard Ftse All World Ex Us

ETFs
-793
- 14.14%
$56.51 - $62.98 $44.8K - $49.9K
4.81K $293K
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 0.43%
$476.63 - $610.45 $1.91K - $2.44K
921 $456K
CSX
Csx Corp

Industrials
-10
- 0.12%
$29.11 - $33.67 $291 - $337
8.2K $241K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-970
- 2.6%
$40.79 - $42.32 $39.6K - $41.1K
36.4K $1.53M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-370
- 6.2%
$49.6 - $50.28 $18.4K - $18.6K
5.6K $281K
VSMV
Victoryshares Us Multifactor M

ETFs
-278
- 2.41%
$46.86 - $49.75 $13K - $13.8K
11.3K $540K
FXO
First Tr Exchange Traded Fd Fi

ETFs
-56
- 0.86%
$50.93 - $57.24 $2.85K - $3.21K
6.43K $338K
TFC
Truist Financial Corp

Financial Services
-4
- 0.08%
$39.48 - $48.15 $158 - $193
4.91K $201K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1
- 0.15%
$302.31 - $337.54 $302 - $338
657 $200K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-598
- 3.9%
$22.42 - $23.22 $13.4K - $13.9K
14.7K $339K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-1.58K
- 6.53%
$23.43 - $25.55 $37K - $40.3K
22.6K $572K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-29
- 0.41%
$66.28 - $72.04 $1.92K - $2.09K
7.01K $476K
IEF
Ishares Barclays

ETFs
-484
- 3.38%
$91.17 - $95.39 $44.1K - $46.2K
13.8K $1.32M
NEE
Nextera Energy Inc

Utilities
-43
- 1.47%
$66.96 - $76.16 $2.88K - $3.27K
2.89K $204K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1
- 0.01%
$9.47 - $11.46 $9.47 - $11.5
19K $197K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-121
- 3.21%
$58.32 - $65.09 $7.06K - $7.88K
3.65K $217K
JPUS
Jpmorgan Diversified Return Us

ETFs
-16
- 0.16%
$111.89 - $119.08 $1.79K - $1.91K
9.73K $1.11M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-619
- 3.34%
$16.06 - $16.99 $9.94K - $10.5K
17.9K $296K
Sei Exchange Traded Funds
-86
- 0.46%
N/A
18.7K $0
FSCO
Fs Cr Opportunities Corp Com
-431
- 1.29%
N/A
33.1K $0
Putnam ETF Trust
-1.58K
- 11.06%
N/A
12.7K $0
Goldman Sachs ETF Tr
-30
- 0.22%
N/A
13.8K $0
SCHO
Schwab Short Term Us Treasury

ETFs
-108
- 1.29%
$24.1 - $24.34 $2.6K - $2.63K
8.26K $201K
Pimco ETF Tr
-140
- 0.79%
N/A
17.6K $0
Ge Vernova Inc
-67
- 5.98%
N/A
1.05K $0
American Centy ETF Tr
-494
- 8.51%
N/A
5.31K $0
SFLR
Innovator Etfs Tr Equity Manag
-600
- 7.68%
N/A
7.22K $0
American Centy ETF Tr
-280
- 4.7%
N/A
5.67K $0
MBB
Ishares Tr

ETFs
-199
- 2.16%
$90.37 - $94.08 $18K - $18.7K
9.01K $843K
First Tr Exchng Traded Fd Vi
-480K
- 96.66%
N/A
16.6K $0
Victory Portfolios Ii
-50
- 0.25%
N/A
19.8K $0
Sei Exchange Traded Funds
-398
- 0.84%
N/A
47.1K $0
CSCO
Cisco Systems, Inc.

Technology
-513
- 3.92%
$58.74 - $64.87 $30.1K - $33.3K
12.6K $775K
APD
Air Products & Chemicals, Inc.

Basic Materials
-4
- 0.54%
$283.24 - $338.07 $1.13K - $1.35K
742 $218K
NSC
Norfolk Southern Corp

Industrials
-3
- 0.21%
$227.69 - $259.76 $683 - $779
1.41K $333K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-80
- 0.91%
$38.99 - $40.37 $3.12K - $3.23K
8.73K $350K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-514
- 1.41%
$39.18 - $43.52 $20.1K - $22.4K
35.9K $1.49M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-15
- 0.45%
$87.68 - $94.52 $1.32K - $1.42K
3.35K $310K
COP
Conocophillips

Energy
-106
- 2.49%
$88.6 - $105.85 $9.39K - $11.2K
4.14K $435K
LVHI
Franklin International Low Vol

ETFs
-198
- 1.87%
$30.53 - $32.85 $6.04K - $6.5K
10.4K $338K
MCD
Mcdonalds Corp

Consumer Cyclical
-1
- 0.1%
$279.74 - $321.29 $280 - $321
975 $304K
WFC
Wells Fargo & Company

Financial Services
-96
- 0.51%
$66.78 - $81.42 $6.41K - $7.82K
18.8K $1.35M
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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