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
$69.5B
$319,000 0.05% of portfolio
6,489
Q2 2025 Reduced 1.28%
$108B
$264,000 0.05% of portfolio
572
Q2 2025 Added 1.06%
$0
$284,000 0.05% of portfolio
17,681
Q2 2025 Reduced 1.2%
$78.7B
$294,000 0.05% of portfolio
1,519
Q2 2025 New
$36.1B
$296,000 0.05% of portfolio
3,628
Q2 2025 Added 5.77%
$53.4B
$301,000 0.05% of portfolio
1,499
Q2 2025 Reduced 1.96%
$229B
$306,000 0.05% of portfolio
53
Q4 2024 Added 6.0%
$220B
$284,000 0.05% of portfolio
975
Q1 2025 Reduced 0.1%
$500M
$265,000 0.05% of portfolio
60,642
Q2 2025 Added 2.99%
$35.7B
$270,000 0.05% of portfolio
4,690
Q2 2025 Added 11.77%
$0
$278,000 0.05% of portfolio
12,218
Q2 2025 Added 1.03%
$185B
$318,000 0.05% of portfolio
2,422
Q4 2024 Added 24.21%
$0
$304,000 0.05% of portfolio
6,357
Q3 2024 New
$50.4B
$302,000 0.05% of portfolio
923
Q2 2025 Added 1.32%
$66.1B
$215,000 0.04% of portfolio
765
Q2 2025 Added 3.1%
$31.2B
$219,000 0.04% of portfolio
19,147
Q2 2025 Added 0.76%
$32.7B
$252,000 0.04% of portfolio
2,910
Q2 2025 New
$49B
$208,000 0.04% of portfolio
2,116
Q2 2025 Reduced 9.65%
$40.9B
$233,000 0.04% of portfolio
744
Q2 2025 New
$13.2B
$224,000 0.04% of portfolio
3,602
Q1 2025 New
$60B
$208,000 0.04% of portfolio
4,854
Q2 2025 Reduced 1.04%
$141B
$246,000 0.04% of portfolio
1,070
Q2 2025 New
$42.8B
$237,000 0.04% of portfolio
2,825
Q2 2025 Added 0.64%
$19.2B
$230,000 0.04% of portfolio
1,225
Q2 2025 Added 0.41%
$81.7B
$209,000 0.04% of portfolio
717
Q2 2025 New
$59.9B
$229,000 0.04% of portfolio
1,050
Q2 2025 New
$58.9B
$213,000 0.04% of portfolio
1,044
Q2 2025 New
$87.9B
$215,000 0.04% of portfolio
2,903
Q2 2025 New
$44.2B
$250,000 0.04% of portfolio
23,078
Q2 2025 Added 0.46%
$152B
$226,000 0.04% of portfolio
3,268
Q2 2025 Added 13.12%
$104B
$207,000 0.04% of portfolio
2,256
Q2 2025 Reduced 7.2%
$4.08B
$200,000 0.03% of portfolio
5,728
Q2 2025 Reduced 16.91%
$684M
$164,000 0.03% of portfolio
19,000
Q2 2025 Added 46.15%
$0
$146,000 0.03% of portfolio
28,664
Q1 2025 New
$0
$201,000 0.03% of portfolio
8,454
Q2 2025 New
$0
$178,000 0.03% of portfolio
17,423
Q2 2025 Added 1.53%
$0
$96,000 0.02% of portfolio
17,234
Q1 2024 New
$0
$119,000 0.02% of portfolio
10,000
Q4 2024 Reduced 37.5%
$0
$125,000 0.02% of portfolio
13,012
Q2 2025 Added 1.57%
$1.92B
$103,000 0.02% of portfolio
15,622
Q2 2024 Added 10.19%
$567M
$125,000 0.02% of portfolio
29,335
Q4 2022 Added 113.95%
$2.68B
$91,000 0.02% of portfolio
10,000
Q1 2024 New
$2.16B
$32,000 0.01% of portfolio
12,410
Q2 2023 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 17.21%
$0
$0 0.0% of portfolio
5,035
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.04%
$77.9M
$29,000 0.0% of portfolio
11,850
Q4 2024 Added 2.16%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 7.68%
-
$0 0.0% of portfolio
-
Q2 2025 Added 24.6%

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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