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
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