Lex Aurum Advisors, LLC Portfolio Holdings
Lex Aurum Advisors, LLC
- $476 Million
- Q4 2024
Lex Aurum Advisors, LLC has filed its 13F form on January 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $476 Million distributed in 334 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 $20.3M, Apple Inc. with a value of $17.1M, Vanguard Total Stock Market Et with a value of $16.5M, Sherwin Williams CO with a value of $15.8M, and American Centy ETF Tr Avantis with a value of $13.7M.
Examining the 13F form we can see an increase of $45.4M in the current position value, from $430M to 476M.
Below you can find more details about Lex Aurum Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$476 Million
ETFs: $303 Million
Financial Services: $41.6 Million
Technology: $41 Million
Healthcare: $19.4 Million
Basic Materials: $16.9 Million
Consumer Cyclical: $12.7 Million
Communication Services: $9.87 Million
Energy: $7.46 Million
Other: $15.1 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 334
- Current Value $476 Million
- Prior Value $430 Million
- Filing
- Period Q4 2024
- Filing Date January 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 39 stocks
- Additional Purchases 199 stocks
- Sold out of 0 stocks
- Reduced holdings in 73 stocks