Lex Aurum Advisors, LLC Portfolio Holdings

Lex Aurum Advisors, LLC

  • $580 Million
  • Q2 2025

Lex Aurum Advisors, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $580 Million distributed in 361 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 $36.3M, Jp Morgan ETF Tr Ultra Short I with a value of $28.9M, American Centy ETF Tr Avantis with a value of $21.2M, American Centy ETF Tr Avantis with a value of $16.9M, and Vanguard Total Stock Market Et with a value of $16.4M.

Examining the 13F form we can see an increase of $86.4M in the current position value, from $494M to 580M.

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

Portfolio value $580 Million
ETFs: $391 Million
Financial Services: $44.6 Million
Technology: $41.5 Million
Healthcare: $17.4 Million
Basic Materials: $17.2 Million
Consumer Cyclical: $12.4 Million
Communication Services: $11.3 Million
Industrials: $8.65 Million
Other: $18.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.1B
$15.8 Million 2.72% of portfolio
45,995
Q2 2025 Reduced 1.22%
$429B
$14.6 Million 2.51% of portfolio
20
Q4 2024 Reduced 4.76%
$3.45T
$13.9 Million 2.4% of portfolio
67,757
Q2 2025 Added 2.04%
$622B
$11.6 Million 1.99% of portfolio
23,825
Q2 2025 Reduced 2.16%
$439B
$8.5 Million 1.46% of portfolio
55,639
Q2 2025 Reduced 0.4%
$3.77T
$8.04 Million 1.38% of portfolio
16,154
Q2 2025 Added 0.53%
$416B
$7.39 Million 1.27% of portfolio
46,764
Q2 2025 Reduced 20.26%
$2.32T
$5.84 Million 1.01% of portfolio
26,631
Q2 2025 Added 8.22%
$57.3B
$4.62 Million 0.8% of portfolio
13,171
Q2 2025 Added 10.02%
$267B
$2.94 Million 0.51% of portfolio
9,426
Q2 2025 Reduced 0.9%
$1.17T
$2.44 Million 0.42% of portfolio
13,745
Q2 2025 Added 24.11%
$855B
$2.45 Million 0.42% of portfolio
8,453
Q2 2025 Reduced 4.97%
$1.05T
$2.07 Million 0.36% of portfolio
6,508
Q2 2025 Added 22.15%
$1.58T
$1.99 Million 0.34% of portfolio
2,699
Q2 2025 Added 16.79%
$113B
$1.91 Million 0.33% of portfolio
6,914
Q2 2025 Reduced 0.13%
$53.5B
$1.79 Million 0.31% of portfolio
98,594
Q2 2025 Reduced 0.33%
$294B
$1.82 Million 0.31% of portfolio
12,710
Q2 2025 Added 17.27%
$1.14T
$1.68 Million 0.29% of portfolio
9,539
Q2 2025 Added 1.62%
$0
$1.59 Million 0.27% of portfolio
167,556
Q2 2025 Added 47.43%
$417B
$1.59 Million 0.27% of portfolio
1,607
Q2 2025 Added 4.49%
$0
$1.49 Million 0.26% of portfolio
98,166
Q2 2025 Reduced 3.43%
$313B
$1.51 Million 0.26% of portfolio
18,799
Q2 2025 Added 0.04%
$452B
$1.43 Million 0.25% of portfolio
13,286
Q2 2025 Added 10.84%
$220B
$1.26 Million 0.22% of portfolio
3,250
Q2 2025 Reduced 0.03%
$95B
$1.22 Million 0.21% of portfolio
17,153
Q2 2025 Added 0.51%
$219B
$1.2 Million 0.21% of portfolio
8,202
Q2 2025 Added 1.56%
$221B
$1.13 Million 0.19% of portfolio
9,099
Q2 2025 Reduced 0.94%
$0
$1.09 Million 0.19% of portfolio
93,857
Q2 2025 Added 1.73%
$375B
$1.09 Million 0.19% of portfolio
6,858
Q2 2025 Added 1.3%
$260B
$1.11 Million 0.19% of portfolio
11,318
Q2 2025 Added 1.93%
$283B
$1.02 Million 0.18% of portfolio
3,956
Q2 2025 Added 2.38%
$383B
$1.07 Million 0.18% of portfolio
22,641
Q2 2025 Reduced 3.83%
$316M
$955,000 0.16% of portfolio
672,543
Q2 2025 Reduced 1.86%
$253B
$904,000 0.16% of portfolio
3,069
Q2 2025 Reduced 34.18%
$207B
$912,000 0.16% of portfolio
11,521
Q2 2025 Added 0.1%
$380B
$853,000 0.15% of portfolio
2,327
Q2 2025 Added 0.26%
$738B
$871,000 0.15% of portfolio
1,118
Q2 2025 Reduced 3.54%
$136B
$784,000 0.14% of portfolio
3,744
Q2 2025 Reduced 2.5%
$195B
$840,000 0.14% of portfolio
29,045
Q2 2025 Added 7.25%
$575B
$812,000 0.14% of portfolio
2,288
Q2 2025 Reduced 4.55%
$1.11B
$797,000 0.14% of portfolio
87,950
Q2 2025 Reduced 4.14%
$120B
$741,000 0.13% of portfolio
4,960
Q2 2025 Reduced 1.27%
$60.7B
$756,000 0.13% of portfolio
6,338
Q2 2025 Added 89.87%
$153B
$758,000 0.13% of portfolio
1,492
Q2 2025 Reduced 6.52%
$0
$746,000 0.13% of portfolio
35,589
Q2 2025 Added 0.23%
$280B
$708,000 0.12% of portfolio
10,208
Q2 2025 Reduced 18.76%
$0
$677,000 0.12% of portfolio
30,939
Q2 2025 Reduced 34.63%
$85.3B
$630,000 0.11% of portfolio
4,726
Q2 2025 Added 0.11%
$0
$648,000 0.11% of portfolio
31,230
Q2 2025 Reduced 21.67%

Summary

  • Portfolio
  • No. of Stocks 361
  • Current Value $580 Million
  • Prior Value $494 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 30 stocks
  • Additional Purchases 173 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 112 stocks
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