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
DFIV
Dimensional ETF Tr

ETFs
6.85K
+ 12.06%
$34.86 - $37.97 $239K - $260K
63.7K $2.26M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
175K
+ 203.63%
$27.54 - $83.04 $4.83M - $14.6M
262K $7.25M
EMR
Emerson Electric CO

Industrials
151
+ 3.26%
$108.13 - $134.33 $16.3K - $20.3K
4.78K $592K
MCD
Mcdonalds Corp

Consumer Cyclical
316
+ 47.88%
$288.47 - $316.54 $91.2K - $100K
976 $282K
EFV
Msci Eafe Value ETF

ETFs
2.96K
+ 20.07%
$51.78 - $57.15 $153K - $169K
17.7K $929K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
866
+ 11.01%
$84.34 - $95.14 $73K - $82.4K
8.73K $761K
GRMN
Garmin LTD

Technology
6
+ 0.24%
$161.91 - $220.77 $971 - $1.32K
2.51K $517K
ISRG
Intuitive Surgical Inc

Healthcare
98
+ 11.85%
$471.27 - $550.62 $46.2K - $54K
925 $482K
ABBV
Abb Vie Inc.

Healthcare
549
+ 47.33%
$164.99 - $203.87 $90.6K - $112K
1.71K $303K
AVSC
American Centy ETF Tr Avantis
1.17K
+ 5.03%
$52.7 - $59.57 $61.6K - $69.6K
24.4K $1.33M
ORCL
Oracle Corp

Technology
460
+ 20.15%
$165.41 - $192.43 $76.1K - $88.5K
2.74K $457K
CASY
Caseys General Stores Inc

Consumer Cyclical
108
+ 8.36%
$366.65 - $427.88 $39.6K - $46.2K
1.4K $554K
IHDG
Wisdomtree Tr

ETFs
2.28K
+ 15.64%
$43.38 - $46.0 $98.7K - $105K
16.8K $731K
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
4.67K
+ 6.68%
$19.42 - $19.79 $90.8K - $92.5K
74.6K $1.45M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
35
+ 0.09%
$66.77 - $71.52 $2.34K - $2.5K
37.1K $2.56M
DUK
Duke Energy Corp

Utilities
639
+ 34.12%
$105.76 - $120.76 $67.6K - $77.2K
2.51K $270K
C
Citigroup Inc

Financial Services
77
+ 1.24%
$61.31 - $72.5 $4.72K - $5.58K
6.28K $442K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 6.0%
$4100.99 - $5300.34 $12.3K - $15.9K
53 $263K
SES
Ses Ai Corp

Consumer Cyclical
25K
New
$0.27 - $2.42 $6.75K - $60.5K
25K $51K
AME
Ametek Inc

Industrials
160
+ 6.12%
$165.89 - $197.38 $26.5K - $31.6K
2.77K $499K
RY
Royal Bank Of Canada

Financial Services
472
+ 24.21%
$119.72 - $128.02 $56.5K - $60.4K
2.42K $291K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
262
+ 3.21%
$81.6 - $90.89 $21.4K - $23.8K
8.42K $722K
ITOT
Ishares Core S&P Total U.S. St

ETFs
168
+ 2.04%
$124.26 - $134.12 $20.9K - $22.5K
8.39K $1.08M
CMI
Cummins Inc

Industrials
56
+ 5.31%
$324.93 - $383.42 $18.2K - $21.5K
1.11K $387K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.51K
+ 20.73%
$39.3 - $41.34 $59.4K - $62.5K
8.81K $346K
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.64%
$1818.92 - $2353.08 $1.82K - $2.35K
157 $331K
WBD
Warner Bros. Discovery, Inc.

Communication Services
54
+ 0.28%
$7.33 - $12.37 $396 - $668
19K $201K
REKR
Rekor Systems, Inc.

Technology
13K
+ 39.88%
$0.81 - $1.86 $10.6K - $24.2K
45.7K $83K
KR
Kroger CO

Consumer Defensive
438
+ 9.51%
$55.21 - $63.3 $24.2K - $27.7K
5.05K $308K
COP
Conocophillips

Energy
658
+ 18.32%
$95.12 - $114.72 $62.6K - $75.5K
4.25K $421K
AVSU
American Centy ETF Tr Avantis

ETFs
473
+ 4.72%
$64.29 - $69.59 $30.4K - $32.9K
10.5K $693K
UPS
United Parcel Service Inc

Industrials
487
+ 21.55%
$122.65 - $138.35 $59.7K - $67.4K
2.75K $346K
VZ
Verizon Communications Inc

Communication Services
2.23K
+ 18.93%
$39.6 - $45.21 $88.4K - $101K
14K $561K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
284
+ 3.83%
$126.68 - $134.74 $36K - $38.3K
7.7K $982K
PYPL
Pay Pal Holdings, Inc.

Financial Services
101
+ 3.48%
$77.25 - $91.3 $7.8K - $9.22K
3K $256K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
40
+ 0.28%
$49.03 - $53.35 $1.96K - $2.13K
14.4K $739K
IYC
Ishares U.S. Consumer Discreti

ETFs
2
+ 0.07%
$85.96 - $101.28 $172 - $203
2.83K $272K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
485
+ 0.93%
$8.24 - $11.07 $4K - $5.37K
52.6K $490K
PECO
Phillips Edison & Company, Inc.

Real Estate
636
+ 10.16%
$35.96 - $39.8 $22.9K - $25.3K
6.89K $258K
TMO
Thermo Fisher Scientific Inc.

Healthcare
159
+ 26.28%
$501.29 - $612.85 $79.7K - $97.4K
764 $397K
AVDV
American Centy ETF Tr Avantis

ETFs
1.84K
+ 10.65%
$63.85 - $70.4 $118K - $130K
19.1K $1.24M
JPIB
Jpmorgan International Bond Op

ETFs
2.78K
+ 3.6%
$47.26 - $48.47 $131K - $135K
79.9K $3.77M
LMT
Lockheed Martin Corp

Industrials
133
+ 30.79%
$479.66 - $614.62 $63.8K - $81.7K
565 $274K
ACN
Accenture PLC

Technology
67
+ 5.17%
$343.9 - $376.86 $23K - $25.2K
1.36K $479K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.17K
+ 5.65%
$24.61 - $25.12 $28.8K - $29.4K
21.9K $540K
FXO
First Tr Exchange Traded Fd Fi

ETFs
9
+ 0.14%
$50.63 - $59.0 $456 - $531
6.49K $351K
KO
Coca Cola CO

Consumer Defensive
1.12K
+ 21.49%
$61.74 - $71.71 $69.3K - $80.5K
6.34K $394K
DE
Deere & CO

Industrials
13
+ 0.83%
$389.45 - $466.0 $5.06K - $6.06K
1.58K $670K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
579
+ 3.81%
$115.64 - $129.74 $67K - $75.1K
15.8K $1.84M
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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