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
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
-1.09K
- 16.53%
$39.55 - $45.17 $43K - $49.1K
5.48K $247K
ELV
Elevance Health, Inc.

Healthcare
-2
- 0.52%
$500.12 - $562.29 $1K - $1.12K
385 $200K
IYW
Ishares Dj Us Tech ETF

ETFs
-95
- 2.16%
$133.16 - $158.73 $12.7K - $15.1K
4.3K $652K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-648
- 9.55%
$71.9 - $79.86 $46.6K - $51.7K
6.14K $487K
UPS
United Parcel Service Inc

Industrials
-48
- 2.08%
$123.32 - $147.38 $5.92K - $7.07K
2.26K $308K
CL
Colgate Palmolive CO

Consumer Defensive
-199
- 9.25%
$95.54 - $108.77 $19K - $21.6K
1.95K $202K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-1.79K
- 8.84%
$16.15 - $18.27 $28.9K - $32.7K
18.5K $329K
IHDG
Wisdomtree Tr

ETFs
-18
- 0.12%
$42.42 - $46.78 $764 - $842
14.5K $664K
Victory Portfolios Ii
-638
- 3.19%
N/A
19.3K $0
Ge Healthcare Technologies I
-228
- 2.74%
N/A
8.09K $0
PEP
Pepsico Inc

Consumer Defensive
-71
- 2.9%
$161.9 - $179.3 $11.5K - $12.7K
2.37K $403K
American Centy ETF Tr
-938
- 12.11%
N/A
6.81K $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-236
- 1.79%
$434.77 - $502.96 $103K - $119K
13K $6.33M
CSX
Csx Corp

Industrials
-125
- 1.52%
$32.48 - $35.45 $4.06K - $4.43K
8.11K $280K
WPC
W. P. Carey Inc.

Real Estate
-450
- 10.08%
$54.63 - $63.96 $24.6K - $28.8K
4.01K $250K
AMGN
Amgen Inc

Healthcare
-19
- 1.57%
$309.38 - $337.38 $5.88K - $6.41K
1.19K $384K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-316
- 4.68%
$57.32 - $62.65 $18.1K - $19.8K
6.43K $400K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-2.04K
- 3.4%
$20.71 - $21.69 $42.1K - $44.1K
57.9K $1.25M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-253
- 6.37%
$105.53 - $118.34 $26.7K - $29.9K
3.72K $435K
DVY
Ishares Tr

ETFs
-312
- 7.2%
$119.99 - $135.74 $37.4K - $42.4K
4.02K $543K
TPYP
Managed Portfolio Ser Tortoise

ETFs
-5.17K
- 7.2%
$28.68 - $32.0 $148K - $166K
66.7K $2.09M
V
Visa Inc.

Financial Services
-8
- 0.39%
$253.74 - $291.56 $2.03K - $2.33K
2.05K $564K
TFC
Truist Financial Corp

Financial Services
-100
- 1.39%
$38.22 - $44.94 $3.82K - $4.49K
7.1K $303K
O
Realty Income Corp

Real Estate
-318
- 7.24%
$52.36 - $63.42 $16.7K - $20.2K
4.07K $258K
KR
Kroger CO

Consumer Defensive
-85
- 1.81%
$50.43 - $57.3 $4.29K - $4.87K
4.61K $264K
MS
Morgan Stanley

Financial Services
-159
- 2.33%
$92.07 - $106.96 $14.6K - $17K
6.67K $694K
PKG
Packaging Corp Of America

Consumer Cyclical
-44
- 3.53%
$176.32 - $215.7 $7.76K - $9.49K
1.2K $259K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.59K
- 8.1%
$39.95 - $45.86 $63.4K - $72.8K
18K $821K
VO
Vanguard Mid Cap ETF

ETFs
-281
- 5.45%
$237.84 - $263.83 $66.8K - $74.1K
4.87K $1.29M
LNT
Alliant Energy Corp

Utilities
-139
- 3.01%
$50.74 - $60.74 $7.05K - $8.44K
4.48K $271K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-618
- 4.23%
$63.82 - $70.54 $39.4K - $43.6K
14K $986K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-527
- 4.3%
$85.03 - $94.56 $44.8K - $49.8K
11.7K $1.09M
LMT
Lockheed Martin Corp

Industrials
-18
- 4.0%
$460.3 - $584.56 $8.29K - $10.5K
432 $252K
JPUS
Jpmorgan Diversified Return Us

ETFs
-548
- 5.31%
$108.5 - $119.68 $59.5K - $65.6K
9.78K $1.17M
INTF
Ishares Tr

ETFs
-7
- 0.04%
$28.08 - $31.79 $197 - $223
19.6K $615K
CSCO
Cisco Systems, Inc.

Technology
-693
- 4.84%
$44.74 - $53.22 $31K - $36.9K
13.6K $725K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-254
- 1.9%
$75.88 - $83.21 $19.3K - $21.1K
13.1K $1.09M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-40
- 0.48%
$113.41 - $125.62 $4.54K - $5.02K
8.22K $1.03M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-100
- 2.21%
$125.95 - $142.04 $12.6K - $14.2K
4.42K $628K
DE
Deere & CO

Industrials
-24
- 1.51%
$344.84 - $418.0 $8.28K - $10K
1.57K $654K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-70
- 0.93%
$117.9 - $128.2 $8.25K - $8.97K
7.42K $950K
TMUS
T Mobile Us, Inc.

Communication Services
-44
- 1.79%
$175.14 - $206.36 $7.71K - $9.08K
2.42K $498K
SHOP
Shopify Inc.

Technology
-55
- 0.84%
$52.26 - $80.75 $2.87K - $4.44K
6.53K $522K
ITA
Ishares Tr

ETFs
-119
- 1.8%
$131.58 - $149.64 $15.7K - $17.8K
6.5K $973K
HD
Home Depot, Inc.

Consumer Cyclical
-51
- 2.11%
$333.64 - $405.2 $17K - $20.7K
2.37K $958K
SBUX
Starbucks Corp

Consumer Cyclical
-50
- 0.74%
$72.51 - $98.6 $3.63K - $4.93K
6.71K $654K
BX
Blackstone Inc.

Financial Services
-71
- 1.42%
$120.77 - $159.66 $8.57K - $11.3K
4.92K $753K
CAT
Caterpillar Inc

Industrials
-78
- 2.35%
$316.8 - $391.12 $24.7K - $30.5K
3.24K $1.27M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-525
- 1.42%
$38.04 - $45.36 $20K - $23.8K
36.5K $1.63M
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
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