Lex Aurum Advisors, LLC Incresed Positions in Q4 2024

Lex Aurum Advisors, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIW
First Trust Water ETF

ETFs
4.17K
+ 12.65%
$102.02 - $110.91 $425K - $462K
37.1K $3.79M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.17K
+ 35.29%
$78.43 - $87.17 $170K - $189K
8.31K $666K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
5.11K
+ 28.38%
$43.02 - $47.32 $220K - $242K
23.1K $999K
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.76K
+ 70.73%
$29.77 - $30.19 $172K - $174K
13.9K $415K
WMT
Walmart Inc.

Consumer Defensive
810
+ 8.08%
$79.1 - $95.7 $64.1K - $77.5K
10.8K $978K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.63K
+ 12.52%
$57.53 - $60.83 $209K - $221K
32.6K $1.87M
BAC
Bank Of America Corp

Financial Services
1.1K
+ 4.96%
$39.22 - $47.77 $43.2K - $52.6K
23.3K $1.02M
GE
General Electric CO

Industrials
1.22K
+ 43.98%
$159.95 - $194.23 $195K - $237K
3.99K $665K
CRM
Salesforce, Inc.

Technology
270
+ 33.83%
$270.87 - $367.87 $73.1K - $99.3K
1.07K $357K
PM
Philip Morris International Inc.

Consumer Defensive
1.14K
+ 56.77%
$118.38 - $133.06 $135K - $152K
3.16K $380K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
6.85K
+ 40.06%
$18.59 - $18.8 $127K - $129K
23.9K $445K
NFLX
Netflix Inc

Communication Services
60
+ 15.71%
$687.65 - $936.56 $41.3K - $56.2K
442 $393K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
3.63K
+ 67.17%
$37.33 - $40.39 $136K - $147K
9.04K $338K
BX
Blackstone Inc.

Financial Services
145
+ 2.95%
$148.45 - $199.05 $21.5K - $28.9K
5.07K $873K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
621
+ 2.58%
$442.29 - $483.08 $275K - $300K
24.6K $11.2M
ABT
Abbott Laboratories

Healthcare
986
+ 55.55%
$111.93 - $119.39 $110K - $118K
2.76K $312K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
2.55K
+ 10.07%
$30.04 - $32.01 $76.6K - $81.6K
27.9K $876K
IVW
Ishares S&P 500 Growth ETF

ETFs
505
+ 5.1%
$94.43 - $105.47 $47.7K - $53.3K
10.4K $1.06M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.5K
+ 12.78%
$89.9 - $100.66 $135K - $151K
13.2K $1.2M
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
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
7.18K
+ 15.28%
$31.31 - $35.01 $225K - $251K
54.2K $1.7M
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
AME
Ametek Inc

Industrials
160
+ 6.12%
$165.89 - $197.38 $26.5K - $31.6K
2.77K $499K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
262
+ 3.21%
$81.6 - $90.89 $21.4K - $23.8K
8.42K $722K
RY
Royal Bank Of Canada

Financial Services
472
+ 24.21%
$119.72 - $128.02 $56.5K - $60.4K
2.42K $291K
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
WBD
Warner Bros. Discovery, Inc.

Communication Services
54
+ 0.28%
$7.33 - $12.37 $396 - $668
19K $201K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.51K
+ 20.73%
$39.3 - $41.34 $59.4K - $62.5K
8.81K $346K
REKR
Rekor Systems, Inc.

Technology
13K
+ 39.88%
$0.81 - $1.86 $10.6K - $24.2K
45.7K $83K
FCNCA
First Citizens Bancshares Inc

Financial Services
1
+ 0.64%
$1818.92 - $2353.08 $1.82K - $2.35K
157 $331K
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
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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