Lex Aurum Advisors, LLC Portfolio Holdings
Lex Aurum Advisors, LLC
- $430 Million
- Q3 2024
Lex Aurum Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $430 Million distributed in 315 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 $19.4M, Apple Inc. with a value of $15.9M, Vanguard Total Stock Market Et with a value of $15M, Berkshire Hathaway Inc with a value of $14.5M, and American Centy ETF Tr Avantis with a value of $13.1M.
Examining the 13F form we can see an increase of $30M in the current position value, from $400M to 430M.
Below you can find more details about Lex Aurum Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$430 Million
ETFs: $288 Million
Financial Services: $40.6 Million
Technology: $37 Million
Healthcare: $20.4 Million
Consumer Cyclical: $11.2 Million
Communication Services: $7.46 Million
Industrials: $6.86 Million
Energy: $5.88 Million
Other: $8.89 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 315
- Current Value $430 Million
- Prior Value $400 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 28 stocks
- Additional Purchases 141 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks