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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$1.81 Million 0.37% of portfolio
10,838
Q1 2025 Reduced 2.16%
$0
$1.82 Million 0.37% of portfolio
78,638
Q1 2025 Added 31.76%
$55.5B
$1.84 Million 0.37% of portfolio
98,920
Q1 2025 Added 0.0%
$0
$1.75 Million 0.35% of portfolio
25,846
Q1 2025 Added 1.6%
$0
$1.75 Million 0.35% of portfolio
88,869
Q1 2025 Added 19.1%
$1.1T
$1.73 Million 0.35% of portfolio
11,075
Q1 2025 Reduced 0.29%
$0
$1.68 Million 0.34% of portfolio
3,015
Q1 2025 Added 2.83%
$0
$1.69 Million 0.34% of portfolio
18,695
Q1 2025 Added 11.89%
$0
$1.63 Million 0.33% of portfolio
35,430
Q1 2025 Added 6.93%
$0
$1.62 Million 0.33% of portfolio
8,403
Q1 2025 Added 5.51%
$0
$1.59 Million 0.32% of portfolio
31,755
Q3 2024 Added 31.46%
$0
$1.57 Million 0.32% of portfolio
31,030
Q1 2025 Added 671.7%
$0
$1.55 Million 0.31% of portfolio
31,001
Q1 2025 Added 163.39%
$0
$1.53 Million 0.31% of portfolio
36,370
Q1 2025 Reduced 2.6%
$0
$1.53 Million 0.31% of portfolio
14,424
Q1 2025 Reduced 8.62%
$0
$1.53 Million 0.31% of portfolio
9,039
Q1 2025 Added 12.79%
$0
$1.55 Million 0.31% of portfolio
2,772
Q1 2025 Added 0.8%
$0
$1.55 Million 0.31% of portfolio
21,992
Q1 2025 Added 14.96%
$0
$1.49 Million 0.3% of portfolio
35,881
Q1 2025 Reduced 1.41%
$446B
$1.45 Million 0.29% of portfolio
1,538
Q1 2025 Added 0.85%
$447B
$1.43 Million 0.29% of portfolio
11,987
Q1 2025 Added 1.06%
$993B
$1.45 Million 0.29% of portfolio
9,387
Q1 2025 Added 3.85%
$0
$1.42 Million 0.29% of portfolio
29,359
Q1 2025 Added 20.28%
$0
$1.38 Million 0.28% of portfolio
55,299
Q1 2025 Added 139.77%
$1.03T
$1.38 Million 0.28% of portfolio
5,328
Q1 2025 Reduced 5.21%
$286B
$1.35 Million 0.27% of portfolio
18,792
Q1 2025 Reduced 0.51%
$1.5T
$1.33 Million 0.27% of portfolio
2,311
Q1 2025 Added 6.79%
$0
$1.32 Million 0.27% of portfolio
12,789
Q1 2025 Added 0.13%
$0
$1.32 Million 0.27% of portfolio
13,836
Q1 2025 Reduced 3.38%
$0
$1.22 Million 0.25% of portfolio
56,693
Q1 2025 Added 175.88%
$0
$1.23 Million 0.25% of portfolio
24,513
Q1 2025 New
$0
$1.19 Million 0.24% of portfolio
27,405
Q1 2025 Added 2.55%
$0
$1.16 Million 0.23% of portfolio
24,560
Q1 2025 Added 10.93%
$0
$1.13 Million 0.23% of portfolio
113,651
Q1 2025 New
$248B
$1.16 Million 0.23% of portfolio
4,663
Q1 2025 Reduced 1.21%
$99.1B
$1.16 Million 0.23% of portfolio
6,923
Q1 2025 Reduced 1.24%
$386B
$1.15 Million 0.23% of portfolio
6,770
Q1 2025 Added 4.72%
$0
$1.11 Million 0.22% of portfolio
9,729
Q1 2025 Reduced 0.16%
$308M
$1.09 Million 0.22% of portfolio
685,298
Q1 2025 Reduced 0.9%
$189B
$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
$0
$1.11 Million 0.22% of portfolio
30,319
Q1 2025 Added 5.25%
$80.5B
$1.08 Million 0.22% of portfolio
17,066
Q1 2025 Reduced 0.42%
$0
$1.1 Million 0.22% of portfolio
4,964
Q1 2025 Reduced 3.89%
$0
$1.08 Million 0.22% of portfolio
31,368
Q1 2025 Reduced 2.14%
$0
$1.11 Million 0.22% of portfolio
13,513
Q1 2025 Added 2.11%
$160B
$1.08 Million 0.22% of portfolio
13,789
Q1 2025 Reduced 7.31%
$204B
$1.07 Million 0.22% of portfolio
8,076
Q1 2025 Added 2.27%
$0
$1.02 Million 0.21% of portfolio
23,284
Q1 2025 Added 0.73%

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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