Lex Aurum Advisors, LLC Purchases in Q3 2025

Lex Aurum Advisors, LLC

  • $632 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
703
+ 31.16%
$90.83 - $96.0 $63.9K - $67.5K
2.96K $280K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
1.14K
+ 21.66%
$41.64 - $45.4 $47.6K - $51.9K
6.43K $291K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
1.25K
+ 20.42%
$35.41 - $38.93 $44.3K - $48.7K
7.38K $286K
IDEV
Ishares Core Msci Intl Develop

ETFs
469
+ 6.72%
$74.68 - $80.26 $35K - $37.6K
7.44K $596K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
242
+ 2.66%
$87.07 - $93.06 $21.1K - $22.5K
9.35K $856K
WMT
Walmart Inc.

Consumer Defensive
49
+ 0.43%
$94.4 - $104.27 $4.63K - $5.11K
11.4K $1.17M
NEE
Nextera Energy Inc

Utilities
591
+ 18.08%
$69.77 - $77.54 $41.2K - $45.8K
3.86K $291K
GLDM
World Gold Trust

ETFs
105
+ 2.1%
$64.73 - $76.45 $6.8K - $8.03K
5.1K $389K
PEP
Pepsico Inc

Consumer Defensive
270
+ 10.67%
$133.81 - $152.16 $36.1K - $41.1K
2.8K $393K
GLD
Spdr Gold Trust

ETFs
15
+ 1.45%
$300.96 - $355.47 $4.51K - $5.33K
1.05K $371K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.84K
+ 13.0%
$30.02 - $30.29 $55.2K - $55.7K
16K $484K
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.02%
$194.44 - $206.51 $194 - $207
5.02K $1.04M
XLRE
Select Sector Spdr Tr Real Est

ETFs
675
+ 1.89%
$40.94 - $42.85 $27.6K - $28.9K
36.4K $1.53M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
143
+ 1.38%
$78.88 - $85.2 $11.3K - $12.2K
10.5K $876K
UPRO
Proshares Trust Proshares Ultr

ETFs
24
+ 0.97%
$91.26 - $112.39 $2.19K - $2.7K
2.5K $278K
XLU
Utilities Sector Spdr

ETFs
230
+ 4.28%
$81.14 - $87.32 $18.7K - $20.1K
5.6K $488K
NUSC
Nuveen Esg Small Cap ETF

ETFs
419
+ 4.43%
$40.43 - $44.52 $16.9K - $18.7K
9.88K $435K
IHDG
Wisdomtree Tr

ETFs
559
+ 3.06%
$43.81 - $46.31 $24.5K - $25.9K
18.8K $866K
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.06%
$243.93 - $275.62 $244 - $276
1.55K $425K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
908
+ 10.41%
$39.58 - $40.74 $35.9K - $37K
9.63K $390K
AMGN
Amgen Inc

Healthcare
130
+ 9.93%
$271.18 - $309.22 $35.3K - $40.2K
1.44K $406K
UMBF
Umb Financial Corp

Financial Services
1
+ 0.03%
$106.84 - $125.59 $107 - $126
3.13K $370K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
338
+ 7.01%
$79.89 - $83.25 $27K - $28.1K
5.16K $426K
IWN
Ishares Russell2000 Val ETF

ETFs
47
+ 2.82%
$157.1 - $178.94 $7.38K - $8.41K
1.71K $302K
PKG
Packaging Corp Of America

Consumer Cyclical
18
+ 1.47%
$191.41 - $220.25 $3.45K - $3.96K
1.24K $270K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
716
+ 2.88%
$26.88 - $27.78 $19.2K - $19.9K
25.6K $711K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
208
+ 2.54%
$61.56 - $66.95 $12.8K - $13.9K
8.39K $560K
DVY
Ishares Tr

ETFs
1
+ 0.03%
$133.88 - $142.57 $134 - $143
3.98K $565K
CSX
Csx Corp

Industrials
303
+ 3.69%
$32.05 - $36.52 $9.71K - $11.1K
8.51K $302K
ENB
Enbridge Inc

Energy
21
+ 0.33%
$43.79 - $50.46 $920 - $1.06K
6.46K $325K
FTC
First Tr Lge Cap Growth

ETFs
95
+ 5.96%
$149.47 - $162.84 $14.2K - $15.5K
1.69K $271K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
92
+ 4.31%
$110.74 - $122.12 $10.2K - $11.2K
2.23K $269K
PHO
Invesco Exchange Traded Fd Tr

ETFs
18
+ 0.14%
$69.62 - $73.99 $1.25K - $1.33K
12.6K $910K
BNDX
Vanguard Total International B

ETFs
615
+ 12.22%
$49.0 - $49.51 $30.1K - $30.4K
5.65K $279K
DUK
Duke Energy Corp

Utilities
117
+ 4.73%
$116.31 - $125.93 $13.6K - $14.7K
2.59K $320K
F
Ford Motor CO

Consumer Cyclical
166
+ 0.72%
$10.82 - $12.09 $1.8K - $2.01K
23.2K $277K
VBR
Vanguard Small Cap Value ETF

ETFs
31
+ 2.14%
$195.41 - $212.37 $6.06K - $6.58K
1.48K $308K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
79
+ 0.68%
$41.5 - $43.83 $3.28K - $3.46K
11.7K $511K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
918
+ 9.5%
$21.77 - $22.57 $20K - $20.7K
10.6K $237K
IEFA
Ishares Tr

ETFs
135
+ 4.15%
$81.7 - $87.53 $11K - $11.8K
3.39K $295K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
28
+ 0.61%
$136.48 - $142.97 $3.82K - $4K
4.65K $650K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
103
+ 1.61%
$36.93 - $40.55 $3.8K - $4.18K
6.49K $260K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
796
+ 1.41%
$9.87 - $10.65 $7.86K - $8.48K
57.4K $607K
VBK
Vanguard Small Cap Growth ETF

ETFs
18
+ 2.46%
$276.51 - $305.12 $4.98K - $5.49K
750 $223K
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.17%
$239.12 - $259.95 $717 - $780
1.82K $471K
MCD
Mcdonalds Corp

Consumer Cyclical
28
+ 2.87%
$291.67 - $316.99 $8.17K - $8.88K
1K $304K
AME
Ametek Inc

Industrials
1
+ 0.04%
$176.44 - $192.03 $176 - $192
2.84K $534K
FXO
First Tr Exchange Traded Fd Fi

ETFs
3
+ 0.05%
$55.81 - $60.32 $167 - $181
6.04K $358K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6
+ 0.1%
$62.09 - $66.51 $373 - $399
5.93K $386K
Activity Summary
Buys All Purchases 199 New Holdings 30 Increased Positions 169 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lex Aurum Advisors, LLC Portfolio

Follow Lex Aurum Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lex Aurum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lex Aurum Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email