Lex Aurum Advisors, LLC Incresed Positions in Q3 2025

Lex Aurum Advisors, LLC

  • $632 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
21.3K
+ 7.12%
$121.46 - $130.92 $2.59M - $2.79M
320K $41.7M
AAPL
Apple Inc.

Technology
5.34K
+ 7.88%
$202.38 - $256.87 $1.08M - $1.37M
73.1K $18.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.52K
+ 27.36%
$459.11 - $506.91 $2.99M - $3.3M
30.3K $15.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
39K
+ 136.39%
$81.75 - $84.54 $3.19M - $3.29M
67.5K $5.68M
JNJ
Johnson & Johnson

Healthcare
1.6K
+ 2.88%
$155.17 - $185.42 $248K - $297K
57.2K $10.6M
NVDA
Nvidia Corp

Technology
3.24K
+ 6.93%
$153.3 - $186.58 $497K - $605K
50K $9.33M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20.6K
+ 9.57%
$42.67 - $46.91 $880K - $967K
236K $11.1M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
53.6K
+ 10.94%
N/A
543K $17.1M
VTI
Vanguard Total Stock Market Et

ETFs
971
+ 1.8%
$303.93 - $329.86 $295K - $320K
54.9K $18M
AVIG
American Centy ETF Tr Avantis

ETFs
33.3K
+ 8.2%
$41.02 - $42.32 $1.36M - $1.41M
439K $18.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27.1K
+ 4.76%
$50.47 - $50.74 $1.37M - $1.38M
597K $30.3M
LMT
Lockheed Martin Corp

Industrials
2.6K
+ 454.37%
$410.74 - $499.21 $1.07M - $1.3M
3.17K $1.58M
FTGC
First Trust Global Tactical CO

ETFs
34.5K
+ 11.53%
$24.67 - $26.32 $852K - $909K
334K $8.65M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
18.6K
+ 5.13%
$28.15 - $30.13 $523K - $560K
381K $11.3M
AVRE
American Centy ETF Tr Avantis
21.9K
+ 10.97%
$43.53 - $45.34 $954K - $993K
222K $9.85M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
20.8K
+ 9.64%
$43.36 - $44.8 $900K - $930K
236K $10.5M
VO
Vanguard Mid Cap ETF

ETFs
2.92K
+ 30.37%
$279.83 - $293.74 $817K - $857K
12.5K $3.68M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
527
+ 4.21%
$567.77 - $614.76 $299K - $324K
13K $7.98M
QQQ
Invesco Qqq Trust, Series 1

ETFs
344
+ 2.73%
$546.99 - $602.2 $188K - $207K
13K $7.78M
DGRO
Ishares Core Dividend Growth E

ETFs
7.16K
+ 9.5%
$64.12 - $68.08 $459K - $488K
82.5K $5.62M
AVEM
American Centy ETF Tr Avantis

ETFs
3.72K
+ 4.77%
$68.33 - $75.41 $254K - $280K
81.6K $6.13M
UNH
Unitedhealth Group Inc

Healthcare
1.24K
+ 13.18%
$237.77 - $353.61 $295K - $439K
10.7K $3.68M
AVSC
American Centy ETF Tr Avantis
376
+ 0.31%
$51.33 - $58.63 $19.3K - $22K
123K $7.02M
MUB
Ishares National Muni Bond ETF

ETFs
6.11K
+ 119.09%
$103.24 - $106.68 $630K - $651K
11.2K $1.2M
JPIB
Jpmorgan International Bond Op

ETFs
12.3K
+ 16.33%
$48.32 - $49.13 $595K - $605K
87.7K $4.3M
ACWI
Ishares Msci Acwi ETF

ETFs
807
+ 1.6%
$128.32 - $138.41 $104K - $112K
51.2K $7.08M
MSFT
Microsoft Corp

Technology
486
+ 3.01%
$491.09 - $535.64 $239K - $260K
16.6K $8.62M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.64K
+ 13.35%
$39.8 - $42.86 $383K - $413K
81.8K $3.5M
FIW
First Trust Water ETF

ETFs
3.62K
+ 9.24%
$107.54 - $115.08 $389K - $417K
42.8K $4.81M
VTV
Vanguard Value ETF

ETFs
1.38K
+ 4.6%
$175.51 - $186.57 $242K - $257K
31.3K $5.84M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
9.74K
+ 27.15%
$50.81 - $51.07 $495K - $497K
45.6K $2.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.67K
+ 9.42%
$181.56 - $190.33 $303K - $317K
19.4K $3.67M
COIN
Coinbase Global, Inc.

Technology
1.8K
+ 13.66%
$297.99 - $419.78 $536K - $755K
15K $5.05M
JPSE
J P Morgan Diversified Return

ETFs
3.71K
+ 8.14%
$45.04 - $50.93 $167K - $189K
49.3K $2.45M
TFC
Truist Financial Corp

Financial Services
7.92K
+ 163.12%
$42.83 - $47.07 $339K - $373K
12.8K $583K
JPM
Jpmorgan Chase & CO

Financial Services
501
+ 5.93%
$282.78 - $316.06 $142K - $158K
8.95K $2.82M
CAT
Caterpillar Inc

Industrials
36
+ 1.11%
$390.92 - $477.15 $14.1K - $17.2K
3.29K $1.57M
DFIV
Dimensional ETF Tr

ETFs
1.33K
+ 2.0%
$42.66 - $46.53 $56.6K - $61.7K
67.7K $3.12M
ALL
Allstate Corp

Financial Services
1.07K
+ 71.11%
$192.0 - $214.65 $205K - $229K
2.57K $550K
ABBV
Abb Vie Inc.

Healthcare
657
+ 36.7%
$184.85 - $231.54 $121K - $152K
2.45K $566K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.67K
+ 6.87%
$55.61 - $57.37 $204K - $211K
57.2K $3.27M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.81K
+ 56.81%
$33.07 - $34.84 $192K - $203K
16K $559K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
4.48K
+ 18.34%
$47.02 - $47.71 $211K - $214K
28.9K $1.38M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
2.69K
+ 1.76%
$49.05 - $49.99 $132K - $135K
156K $7.77M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.92K
+ 26.46%
$50.85 - $51.35 $199K - $201K
18.7K $960K
RTX
Raytheon Technologies Corp

Industrials
152
+ 1.85%
$144.19 - $167.33 $21.9K - $25.4K
8.35K $1.4M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
9.99K
+ 28.96%
$18.86 - $19.16 $188K - $191K
44.5K $851K
PANW
Palo Alto Networks Inc

Technology
956
+ 91.57%
$167.06 - $208.19 $160K - $199K
2K $407K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.86K
+ 7.02%
$53.81 - $57.52 $99.9K - $107K
28.3K $1.63M
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
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