Lex Aurum Advisors, LLC Sells in Q3 2024

Lex Aurum Advisors, LLC

  • $430 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
-20.7K
- 86.02%
$78.62 - $95.27 $1.63M - $1.97M
3.36K $306K
VBK
Vanguard Small Cap Growth ETF

ETFs
-5.7K
- 85.66%
$240.48 - $267.94 $1.37M - $1.53M
955 $255K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-9.09K
- 66.31%
$89.91 - $101.33 $817K - $921K
4.62K $453K
BOND
Pimco Active Bond Exchange Tra

ETFs
-8.2K
- 67.49%
$90.01 - $95.32 $738K - $782K
3.95K $373K
COIN
Coinbase Global, Inc.

Technology
-5
- 0.05%
$147.09 - $265.15 $735 - $1.33K
10.3K $1.84M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.16K
- 35.53%
$386.81 - $423.12 $449K - $491K
2.11K $890K
RILY
B. Riley Financial, Inc.

Financial Services
-11.3K
- 48.36%
$4.92 - $19.81 $55.7K - $224K
12.1K $63K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.91K
- 32.93%
$100.09 - $100.69 $291K - $293K
5.93K $597K
GOOG
Alphabet Inc.

Communication Services
-235
- 2.12%
$149.54 - $192.66 $35.1K - $45.3K
10.9K $1.82M
HEFA
Ishares Currency Hedged Msci E

ETFs
-5.4K
- 14.81%
$32.34 - $35.85 $175K - $194K
31.1K $1.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.61K
- 11.05%
$60.84 - $67.51 $280K - $311K
37.1K $2.5M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-49
- 0.09%
$8.26 - $12.16 $405 - $596
52.1K $466K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.45K
- 36.41%
$105.92 - $110.83 $154K - $161K
2.53K $279K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-6.62K
- 29.71%
$22.51 - $23.92 $149K - $158K
15.7K $372K
SPYG
Spdr Portfolio

ETFs
-3.71K
- 5.77%
$73.38 - $84.1 $272K - $312K
60.5K $5.02M
IEMG
Ishares Inc

ETFs
-2.35K
- 33.54%
$53.64 - $53.64 $126K - $126K
4.66K $249K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-2.01K
- 32.56%
$54.38 - $59.77 $109K - $120K
4.16K $246K
IWY
Ishares Tr Russell 200 Growth

ETFs
-483
- 20.02%
$194.66 - $225.97 $94K - $109K
1.93K $424K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-4.98K
- 20.5%
$21.61 - $22.87 $108K - $114K
19.3K $438K
VGT
Vanguard Information Technolog

ETFs
-167
- 14.07%
$514.43 - $606.85 $85.9K - $101K
1.02K $598K
SLB
Schlumberger Limited

Energy
-247
- 1.91%
$39.57 - $49.67 $9.77K - $12.3K
12.7K $533K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.83K
- 16.78%
$24.86 - $26.33 $95.3K - $101K
19K $497K
NFLX
Netflix Inc

Communication Services
-130
- 25.39%
$598.55 - $722.26 $77.8K - $93.9K
382 $270K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-737
- 28.9%
$108.44 - $120.37 $79.9K - $88.7K
1.81K $218K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.61K
- 16.31%
$49.77 - $51.95 $80.2K - $83.7K
8.27K $428K
IVV
Ishares Core S&P 500 ETF

ETFs
-224
- 10.0%
$520.18 - $576.82 $117K - $129K
2.02K $1.16M
F
Ford Motor CO

Consumer Cyclical
-786
- 2.84%
$9.71 - $14.55 $7.63K - $11.4K
26.9K $283K
QCOM
Qualcomm Inc

Technology
-9
- 0.46%
$156.12 - $209.64 $1.41K - $1.89K
1.95K $331K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-1.13K
- 18.49%
$65.15 - $72.97 $73.6K - $82.5K
4.98K $363K
VB
Vanguard Small Cap ETF

ETFs
-344
- 20.9%
$214.77 - $237.72 $73.9K - $81.8K
1.3K $308K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.49K
- 15.93%
$77.23 - $87.97 $115K - $131K
7.87K $682K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-1.12K
- 15.21%
$49.07 - $50.44 $55.1K - $56.6K
6.26K $315K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-789
- 13.85%
$81.1 - $89.18 $64K - $70.4K
4.91K $430K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.63K
- 16.66%
$29.58 - $30.31 $48.2K - $49.4K
8.15K $246K
NXPI
Nxp Semiconductors N.V.

Technology
-51
- 4.63%
$225.14 - $290.78 $11.5K - $14.8K
1.05K $252K
CRM
Salesforce, Inc.

Technology
-214
- 21.15%
$238.42 - $276.53 $51K - $59.2K
798 $218K
LLY
Eli Lilly & CO

Healthcare
-20
- 1.82%
$772.14 - $960.02 $15.4K - $19.2K
1.08K $955K
MLM
Martin Marietta Materials Inc

Basic Materials
-63
- 9.36%
$502.48 - $593.35 $31.7K - $37.4K
610 $328K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-1.12K
- 17.15%
$35.7 - $41.13 $40K - $46.1K
5.41K $218K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.38K
- 15.44%
$28.1 - $29.89 $38.6K - $41.1K
7.53K $225K
EPD
Enterprise Products Partners L.P.

Energy
-1.11K
- 11.03%
$27.88 - $30.0 $30.9K - $33.2K
8.93K $259K
LVHI
Franklin International Low Vol

ETFs
-1.56K
- 11.79%
$28.72 - $31.28 $44.9K - $48.9K
11.7K $363K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-570
- 5.29%
$50.63 - $51.11 $28.9K - $29.1K
10.2K $521K
PECO
Phillips Edison & Company, Inc.

Real Estate
-1.74K
- 21.78%
$32.1 - $38.93 $55.9K - $67.8K
6.26K $235K
ISRG
Intuitive Surgical Inc

Healthcare
-143
- 14.74%
$416.14 - $494.01 $59.5K - $70.6K
827 $406K
GM
General Motors CO

Consumer Cyclical
-143
- 1.95%
$39.95 - $49.9 $5.71K - $7.14K
7.2K $322K
VHT
Vanguard Health Care ETF

ETFs
-175
- 8.75%
$261.88 - $288.1 $45.8K - $50.4K
1.83K $515K
FSK
Fs Kkr Capital Corp

Financial Services
-863
- 2.12%
$18.74 - $20.43 $16.2K - $17.6K
39.8K $785K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-452
- 12.19%
$83.76 - $91.82 $37.9K - $41.5K
3.26K $297K
Activity Summary
Buys All Purchases 169 New Holdings 28 Increased Positions 141 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lex Aurum Advisors, LLC Portfolio

Follow Lex Aurum Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lex Aurum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lex Aurum Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email