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
KR
Kroger CO

Consumer Defensive
-26
- 0.52%
$58.36 - $67.72 $1.52K - $1.76K
5.02K $339K
PSX
Phillips 66

Energy
-1
- 0.03%
$113.93 - $131.55 $114 - $132
3.34K $412K
DUK
Duke Energy Corp

Utilities
-26
- 1.04%
$105.87 - $121.97 $2.75K - $3.17K
2.49K $303K
ABBV
Abb Vie Inc.

Healthcare
-73
- 4.27%
$169.2 - $216.66 $12.4K - $15.8K
1.64K $342K
ABT
Abbott Laboratories

Healthcare
-98
- 3.55%
$111.1 - $140.22 $10.9K - $13.7K
2.66K $353K
CASY
Caseys General Stores Inc

Consumer Cyclical
-11
- 0.79%
$378.71 - $442.54 $4.17K - $4.87K
1.39K $602K
ITA
Ishares Tr

ETFs
-14
- 0.22%
$144.84 - $159.5 $2.03K - $2.23K
6.47K $991K
KO
Coca Cola CO

Consumer Defensive
-69
- 1.09%
$60.81 - $72.32 $4.2K - $4.99K
6.27K $449K
V
Visa Inc.

Financial Services
-86
- 3.46%
$306.92 - $362.71 $26.4K - $31.2K
2.4K $840K
LLY
Eli Lilly & CO

Healthcare
-4
- 0.34%
$725.72 - $929.72 $2.9K - $3.72K
1.16K $957K
EFV
Msci Eafe Value ETF

ETFs
-912
- 5.15%
$51.88 - $60.73 $47.3K - $55.4K
16.8K $999K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-205
- 3.45%
$43.79 - $57.46 $8.98K - $11.8K
5.74K $326K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.6K
- 3.04%
$9.19 - $12.93 $14.7K - $20.7K
51K $569K
AEP
American Electric Power CO Inc

Utilities
-70
- 1.34%
$90.32 - $109.27 $6.32K - $7.65K
5.17K $564K
GE
General Electric CO

Industrials
-127
- 3.18%
$168.59 - $212.13 $21.4K - $26.9K
3.86K $773K
PM
Philip Morris International Inc.

Consumer Defensive
-60
- 1.9%
$117.15 - $158.79 $7.03K - $9.53K
3.1K $491K
IBM
International Business Machines Corp

Technology
-57
- 1.21%
$217.4 - $264.74 $12.4K - $15.1K
4.66K $1.16M
CVS
Cvs Health Corp

Healthcare
-133
- 2.24%
$44.22 - $68.64 $5.88K - $9.13K
5.79K $392K
T
At&T Inc.

Communication Services
-148
- 0.54%
$21.56 - $28.28 $3.19K - $4.19K
27.1K $765K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1K
- 1.36%
$33.84 - $37.77 $33.9K - $37.8K
72.7K $2.67M
CVX
Chevron Corp

Energy
-239
- 2.16%
$146.71 - $167.97 $35.1K - $40.1K
10.8K $1.81M
TMUS
T Mobile Us, Inc.

Communication Services
-431
- 4.85%
$211.3 - $272.83 $91.1K - $118K
8.46K $2.26M
PGEN
Precigen, Inc.

Healthcare
-6.25K
- 0.9%
$1.07 - $2.03 $6.68K - $12.7K
685K $1.09M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-294
- 1.19%
$442.66 - $534.52 $130K - $157K
24.4K $12.8M
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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