Lex Aurum Advisors, LLC Purchases in Q4 2024

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHW
Sherwin Williams CO

Basic Materials
46.6K
New
$338.75 - $399.71 $15.8M - $18.6M
46.6K $15.8M
AVRE
American Centy ETF Tr Avantis
125K
New
$41.03 - $46.91 $5.13M - $5.86M
125K $5.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.2K
+ 388.14%
$521.84 - $558.82 $4.8M - $5.14M
11.6K $6.23M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
95.3K
+ 211.95%
$33.77 - $44.09 $3.22M - $4.2M
140K $4.76M
TMUS
T Mobile Us, Inc.

Communication Services
6.47K
+ 267.73%
$206.1 - $246.94 $1.33M - $1.6M
8.89K $1.96M
VTI
Vanguard Total Stock Market Et

ETFs
3.77K
+ 7.1%
$280.04 - $302.45 $1.06M - $1.14M
56.9K $16.5M
AAPL
Apple Inc.

Technology
285
+ 0.42%
$221.69 - $259.02 $63.2K - $73.8K
68.5K $17.1M
NVDA
Nvidia Corp

Technology
2.5K
+ 4.63%
$117.0 - $148.88 $293K - $372K
56.6K $7.6M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
32.3K
+ 9.2%
N/A
384K $12.1M
AMZN
Amazon Com Inc

Consumer Cyclical
1K
+ 4.29%
$180.88 - $232.93 $181K - $233K
24.3K $5.33M
VB
Vanguard Small Cap ETF

ETFs
3.86K
+ 296.7%
$233.76 - $261.58 $903K - $1.01M
5.17K $1.24M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
4.46K
+ 2.59%
$111.85 - $120.71 $499K - $538K
176K $20.3M
COIN
Coinbase Global, Inc.

Technology
646
+ 6.25%
$163.17 - $343.62 $105K - $222K
11K $2.73M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.02K
+ 56.7%
$174.22 - $187.62 $875K - $942K
13.9K $2.43M
SCHG
Schwab Strategic Tr Us Large C

ETFs
23.1K
New
$25.93 - $105.3 $598K - $2.43M
23.1K $642K
VO
Vanguard Mid Cap ETF

ETFs
2.33K
+ 47.74%
$261.5 - $284.63 $609K - $662K
7.2K $1.9M
VEA
Vanguard Ftse Developed Market

ETFs
12.9K
+ 269.81%
$47.57 - $52.44 $614K - $677K
17.7K $846K
JCPB
J P Morgan Exchange Traded Fd

ETFs
14.1K
+ 38.99%
$46.07 - $48.17 $651K - $681K
50.4K $2.32M
AVUS
American Centy ETF Tr Avantis

ETFs
3.36K
+ 2.43%
$94.36 - $102.06 $317K - $343K
142K $13.7M
IVV
Ishares Core S&P 500 ETF

ETFs
915
+ 45.36%
$570.51 - $610.59 $522K - $559K
2.93K $1.73M
AVGO
Broadcom Inc.

Technology
685
+ 10.83%
$159.67 - $250.0 $109K - $171K
7.01K $1.63M
SCHV
Schwab Strategic Tr Us Large C

ETFs
20.5K
New
$25.79 - $80.4 $528K - $1.64M
20.5K $533K
PGEN
Precigen, Inc.

Healthcare
417K
+ 151.94%
$0.67 - $1.12 $279K - $467K
692K $774K
VUG
Vanguard Growth ETF

ETFs
1.19K
New
$378.79 - $428.11 $450K - $509K
1.19K $488K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.87K
+ 178.25%
$53.94 - $58.15 $424K - $457K
12.3K $692K
GOOGL
Alphabet Inc.

Communication Services
1.27K
+ 16.27%
$161.86 - $196.66 $205K - $249K
9.04K $1.71M
MSFT
Microsoft Corp

Technology
1.28K
+ 8.51%
$406.35 - $454.46 $519K - $580K
16.3K $6.86M
GLD
Spdr Gold Trust

ETFs
1.64K
New
$236.59 - $257.5 $387K - $422K
1.64K $396K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.92K
New
$56.06 - $61.35 $388K - $424K
6.92K $390K
SCHX
Schwab Strategic Tr Us Large C

ETFs
16.6K
New
$22.4 - $68.28 $372K - $1.13M
16.6K $384K
PSX
Phillips 66

Energy
3.34K
New
$110.35 - $138.93 $368K - $464K
3.34K $380K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4.81K
+ 23.32%
$69.3 - $74.3 $333K - $357K
25.4K $1.82M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.8K
+ 103.98%
$87.1 - $98.49 $418K - $473K
9.42K $822K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.28K
New
$278.19 - $315.36 $356K - $403K
1.28K $368K
ET
Energy Transfer LP

Energy
202
+ 0.2%
$16.05 - $19.86 $3.24K - $4.01K
98.9K $1.94M
UMBF
Umb Financial Corp

Financial Services
3.13K
New
$101.15 - $127.6 $316K - $399K
3.13K $353K
JPM
Jpmorgan Chase & CO

Financial Services
434
+ 5.22%
$205.18 - $250.29 $89K - $109K
8.74K $2.1M
EOG
Eog Resources Inc

Energy
2.81K
New
$118.22 - $136.54 $332K - $384K
2.81K $344K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.77K
New
$71.75 - $75.11 $343K - $359K
4.77K $343K
IDEV
Ishares Core Msci Intl Develop

ETFs
5.3K
New
$64.18 - $70.42 $340K - $374K
5.3K $341K
SPYG
Spdr Portfolio

ETFs
468
+ 0.77%
$81.74 - $91.38 $38.3K - $42.8K
61K $5.36M
VTV
Vanguard Value ETF

ETFs
2.08K
+ 76.55%
$168.32 - $181.87 $349K - $378K
4.79K $810K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.61K
New
$57.29 - $63.1 $321K - $354K
5.61K $321K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
13.5K
+ 70.75%
$24.94 - $26.14 $336K - $352K
32.5K $811K
AVUV
American Centy ETF Tr Avantis

ETFs
2.83K
+ 5.67%
$94.37 - $106.41 $267K - $301K
52.8K $5.1M
GOOG
Alphabet Inc.

Communication Services
245
+ 2.26%
$163.08 - $198.16 $40K - $48.5K
11.1K $2.12M
IEFA
Ishares Tr

ETFs
4.26K
New
$70.06 - $77.43 $298K - $330K
4.26K $299K
IWF
Ishares Russell 1000 Gr ETF

ETFs
719
New
$370.24 - $418.94 $266K - $301K
719 $288K
CVX
Chevron Corp

Energy
2.13K
+ 23.75%
$141.15 - $162.53 $300K - $346K
11.1K $1.6M
Activity Summary
Buys All Purchases 238 New Holdings 39 Increased Positions 199 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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