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
FDX
Fedex Corp

Industrials
30
+ 3.78%
$260.5 - $305.15 $7.82K - $9.15K
824 $231K
PKG
Packaging Corp Of America

Consumer Cyclical
11
+ 0.91%
$211.98 - $248.85 $2.33K - $2.74K
1.21K $273K
GTO
Invesco Actively Managed ETF T

ETFs
4.14K
+ 4.37%
$46.33 - $48.41 $192K - $201K
98.9K $4.59M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13.7K
+ 200.0%
$22.01 - $66.82 $302K - $915K
20.6K $466K
AVSE
American Centy ETF Tr Avantis

ETFs
1.01K
+ 11.93%
$50.47 - $56.52 $50.9K - $57K
9.47K $477K
JPSE
J P Morgan Diversified Return

ETFs
820
+ 3.17%
$46.77 - $51.7 $38.4K - $42.4K
26.7K $1.25M
BOND
Pimco Active Bond Exchange Tra

ETFs
276
+ 6.99%
$90.42 - $94.5 $25K - $26.1K
4.23K $382K
PEP
Pepsico Inc

Consumer Defensive
336
+ 14.15%
$151.29 - $176.1 $50.8K - $59.2K
2.71K $412K
RTX
Raytheon Technologies Corp

Industrials
422
+ 5.65%
$114.45 - $127.21 $48.3K - $53.7K
7.9K $913K
MBB
Ishares Tr

ETFs
488
+ 5.6%
$91.26 - $95.82 $44.5K - $46.8K
9.21K $843K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
799
+ 12.41%
$64.85 - $73.04 $51.8K - $58.4K
7.24K $473K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2
+ 0.11%
$118.0 - $127.04 $236 - $254
1.82K $220K
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
671
+ 6.3%
$34.46 - $38.29 $23.1K - $25.7K
11.3K $394K
AEP
American Electric Power CO Inc

Utilities
551
+ 11.76%
$90.91 - $102.21 $50.1K - $56.3K
5.24K $482K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
107
+ 3.29%
$88.59 - $94.57 $9.48K - $10.1K
3.36K $298K
Pimco ETF Tr
17.7K
New
N/A
17.7K $0
Sei Exchange Traded Funds
47.5K
New
N/A
47.5K $0
Ge Vernova Inc
312
+ 38.61%
N/A
1.12K $0
JGRO
J P Morgan Exchange Traded Fd
7.58K
+ 26.16%
N/A
36.5K $0
Goldman Sachs ETF Tr
13.8K
New
N/A
13.8K $0
Ishares Bitcoin Trust ETF
2.36K
+ 18.43%
N/A
15.2K $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
143
+ 3.58%
$51.09 - $55.27 $7.31K - $7.9K
4.14K $211K
FSCO
Fs Cr Opportunities Corp Com
12K
+ 55.5%
N/A
33.5K $0
Wells Fargo CO New
53
+ 6.1%
N/A
922 $0
Sei Exchange Traded Funds
18.7K
New
N/A
18.7K $0
Ge Healthcare Technologies I
384
+ 4.75%
N/A
8.47K $0
Sei Exchange Traded Funds
21.1K
New
N/A
21.1K $0
Victory Portfolios Ii
516
+ 2.67%
N/A
19.8K $0
CGMS
Capital Grp Core Plus Income E
7.97K
New
N/A
7.97K $0
Blackrock ETF Trust Ii
831
+ 11.5%
N/A
8.06K $0
Blacksky Technology Inc
10K
New
N/A
10K $0
Bank America Corp
57
+ 2.6%
N/A
2.25K $0
First Tr Exchng Traded Fd Vi
21.8K
New
N/A
21.8K $0
First Tr Exchng Traded Fd Vi
66K
+ 15.36%
N/A
496K $0
Putnam ETF Trust
1.2K
+ 9.16%
N/A
14.2K $0
FTEK
Fuel Tech, Inc.

Industrials
250
+ 2.16%
$0.99 - $1.11 $248 - $278
11.9K $12K
MLM
Martin Marietta Materials Inc

Basic Materials
23
+ 3.77%
$516.5 - $619.58 $11.9K - $14.3K
633 $326K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
125
+ 3.39%
$96.64 - $101.23 $12.1K - $12.7K
3.82K $369K
AMGN
Amgen Inc

Healthcare
264
+ 22.11%
$258.78 - $328.31 $68.3K - $86.7K
1.46K $380K
NUSC
Nuveen Esg Small Cap ETF

ETFs
77
+ 0.94%
$41.74 - $46.2 $3.21K - $3.56K
8.28K $347K
IJK
Ishares S&P Midcap 400 Growth

ETFs
9
+ 0.14%
$90.66 - $99.46 $816 - $895
6.27K $570K
QUAL
Ishares Msci Usa Quality Facto

ETFs
18
+ 0.23%
$176.42 - $186.91 $3.18K - $3.36K
8.01K $1.43M
PEG
Public Service Enterprise Group Inc

Utilities
86
+ 3.16%
$81.87 - $94.51 $7.04K - $8.13K
2.8K $236K
PG
Procter & Gamble CO

Consumer Defensive
168
+ 2.67%
$161.05 - $179.7 $27.1K - $30.2K
6.47K $1.08M
TIP
Ishares Tr Tips Bd ETF

ETFs
28
+ 1.1%
$106.33 - $110.69 $2.98K - $3.1K
2.56K $272K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
12.1K
+ 5.21%
$42.84 - $45.38 $518K - $549K
244K $10.5M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
458
+ 4.34%
$38.96 - $43.28 $17.8K - $19.8K
11K $433K
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
242
+ 1.94%
$9.84 - $10.98 $2.38K - $2.66K
12.7K $125K
NSC
Norfolk Southern Corp

Industrials
36
+ 2.62%
$230.6 - $277.0 $8.3K - $9.97K
1.41K $330K
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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