Lex Aurum Advisors, LLC Portfolio Holdings

Lex Aurum Advisors, LLC

  • $494 Million
  • Q1 2025

Lex Aurum Advisors, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $494 Million distributed in 346 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $21.1M, Sherwin Williams CO with a value of $16.3M, Berkshire Hathaway Inc with a value of $16M, American Centy ETF Tr Avantis with a value of $15.6M, and Jp Morgan ETF Tr Ultra Short I with a value of $15.5M.

Examining the 13F form we can see an increase of $18.5M in the current position value, from $476M to 494M.

Below you can find more details about Lex Aurum Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $494 Million
ETFs: $319 Million
Financial Services: $47.2 Million
Technology: $35.1 Million
Healthcare: $20.9 Million
Basic Materials: $17.4 Million
Consumer Cyclical: $10.6 Million
Communication Services: $9.69 Million
Energy: $7.92 Million
Other: $16.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$85.9B
$16.3 Million 3.29% of portfolio
46,565
Q1 2025 Added 0.01%
$477B
$16 Million 3.23% of portfolio
20
Q4 2024 Reduced 4.76%
$3.36T
$14.7 Million 2.99% of portfolio
66,402
Q1 2025 Reduced 2.99%
$691B
$12.8 Million 2.59% of portfolio
24,351
Q1 2025 Reduced 1.19%
$404B
$9.26 Million 1.87% of portfolio
55,860
Q1 2025 Added 0.37%
$277B
$6.36 Million 1.29% of portfolio
58,645
Q1 2025 Added 3.67%
$2.92T
$6.03 Million 1.22% of portfolio
16,069
Q1 2025 Reduced 1.27%
$392B
$4.98 Million 1.01% of portfolio
9,512
Q1 2025 Reduced 5.72%
$1.93T
$4.68 Million 0.95% of portfolio
24,609
Q1 2025 Added 1.29%
$290B
$2.26 Million 0.46% of portfolio
8,457
Q1 2025 Reduced 4.85%
$714B
$2.18 Million 0.44% of portfolio
8,895
Q1 2025 Added 1.73%
$29.7B
$2.06 Million 0.42% of portfolio
11,971
Q1 2025 Added 9.08%
$272B
$1.81 Million 0.37% of portfolio
10,838
Q1 2025 Reduced 2.16%
$53.9B
$1.84 Million 0.37% of portfolio
98,920
Q1 2025 Added 0.0%
$997B
$1.73 Million 0.35% of portfolio
11,075
Q1 2025 Reduced 0.29%
$0
$1.55 Million 0.31% of portfolio
101,653
Q1 2025 Reduced 8.95%
$452B
$1.43 Million 0.29% of portfolio
11,987
Q1 2025 Added 1.06%
$967B
$1.45 Million 0.29% of portfolio
9,387
Q1 2025 Added 3.85%
$900B
$1.38 Million 0.28% of portfolio
5,328
Q1 2025 Reduced 5.21%
$265B
$1.35 Million 0.27% of portfolio
18,792
Q1 2025 Reduced 0.51%
$1.23T
$1.33 Million 0.27% of portfolio
2,311
Q1 2025 Added 6.79%
$0
$1.13 Million 0.23% of portfolio
113,651
Q1 2025 New
$208B
$1.16 Million 0.23% of portfolio
4,663
Q1 2025 Reduced 1.21%
$77.9B
$1.16 Million 0.23% of portfolio
6,923
Q1 2025 Reduced 1.24%
$382B
$1.15 Million 0.23% of portfolio
6,770
Q1 2025 Added 4.72%
$312M
$1.09 Million 0.22% of portfolio
685,298
Q1 2025 Reduced 0.9%
$162B
$1.07 Million 0.22% of portfolio
3,251
Q1 2025 Added 0.12%
$0
$1.11 Million 0.22% of portfolio
92,258
Q1 2025 New
$72.6B
$1.08 Million 0.22% of portfolio
17,066
Q1 2025 Reduced 0.42%
$145B
$1.08 Million 0.22% of portfolio
13,789
Q1 2025 Reduced 7.31%
$184B
$1.07 Million 0.22% of portfolio
8,076
Q1 2025 Added 2.27%
$210B
$1.03 Million 0.21% of portfolio
11,509
Q1 2025 Added 0.08%
$0
$1 Million 0.2% of portfolio
47,326
Q1 2025 Reduced 15.88%
$318B
$982,000 0.2% of portfolio
23,542
Q1 2025 Added 0.97%
$258B
$974,000 0.2% of portfolio
11,104
Q1 2025 Added 2.54%
$840B
$957,000 0.19% of portfolio
1,159
Q1 2025 Reduced 0.34%
$165B
$906,000 0.18% of portfolio
9,185
Q1 2025 Reduced 1.17%
$197B
$837,000 0.17% of portfolio
7,179
Q1 2025 Reduced 0.83%
$0
$835,000 0.17% of portfolio
39,871
Q1 2025 Reduced 16.92%
$548B
$840,000 0.17% of portfolio
2,397
Q1 2025 Reduced 3.46%
$366B
$850,000 0.17% of portfolio
2,321
Q1 2025 Reduced 1.78%
$217B
$773,000 0.16% of portfolio
3,864
Q1 2025 Reduced 3.18%
$233B
$775,000 0.16% of portfolio
12,565
Q1 2025 Reduced 3.92%
$139B
$749,000 0.15% of portfolio
1,596
Q1 2025 Added 0.88%
$191B
$765,000 0.15% of portfolio
27,081
Q1 2025 Reduced 0.54%
$0
$724,000 0.15% of portfolio
35,508
Q1 2025 Reduced 41.32%
$94.2B
$702,000 0.14% of portfolio
5,024
Q1 2025 Reduced 0.87%
$129B
$677,000 0.14% of portfolio
26,729
Q1 2025 Reduced 4.92%
$96.2B
$666,000 0.13% of portfolio
6,818
Q4 2024 Added 1.56%

Summary

  • Portfolio
  • No. of Stocks 346
  • Current Value $494 Million
  • Prior Value $476 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 29 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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