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
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
284
+ 3.83%
$126.68 - $134.74 $36K - $38.3K
7.7K $982K
VZ
Verizon Communications Inc

Communication Services
2.23K
+ 18.93%
$39.6 - $45.21 $88.4K - $101K
14K $561K
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
159
+ 26.28%
$501.29 - $612.85 $79.7K - $97.4K
764 $397K
JPIB
Jpmorgan International Bond Op

ETFs
2.78K
+ 3.6%
$47.26 - $48.47 $131K - $135K
79.9K $3.77M
PECO
Phillips Edison & Company, Inc.

Real Estate
636
+ 10.16%
$35.96 - $39.8 $22.9K - $25.3K
6.89K $258K
ACN
Accenture PLC

Technology
67
+ 5.17%
$343.9 - $376.86 $23K - $25.2K
1.36K $479K
LMT
Lockheed Martin Corp

Industrials
133
+ 30.79%
$479.66 - $614.62 $63.8K - $81.7K
565 $274K
FXO
First Tr Exchange Traded Fd Fi

ETFs
9
+ 0.14%
$50.63 - $59.0 $456 - $531
6.49K $351K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.17K
+ 5.65%
$24.61 - $25.12 $28.8K - $29.4K
21.9K $540K
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
PKG
Packaging Corp Of America

Consumer Cyclical
11
+ 0.91%
$211.98 - $248.85 $2.33K - $2.74K
1.21K $273K
FDX
Fedex Corp

Industrials
30
+ 3.78%
$260.5 - $305.15 $7.82K - $9.15K
824 $231K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
579
+ 3.81%
$115.64 - $129.74 $67K - $75.1K
15.8K $1.84M
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
JPSE
J P Morgan Diversified Return

ETFs
820
+ 3.17%
$46.77 - $51.7 $38.4K - $42.4K
26.7K $1.25M
AVSE
American Centy ETF Tr Avantis

ETFs
1.01K
+ 11.93%
$50.47 - $56.52 $50.9K - $57K
9.47K $477K
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
NEE
Nextera Energy Inc

Utilities
523
+ 21.71%
$69.77 - $85.43 $36.5K - $44.7K
2.93K $210K
FHLC
Fidelity Covington Tr Msci Hea

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

ETFs
2
+ 0.11%
$118.0 - $127.04 $236 - $254
1.82K $220K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
107
+ 3.29%
$88.59 - $94.57 $9.48K - $10.1K
3.36K $298K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
143
+ 3.58%
$51.09 - $55.27 $7.31K - $7.9K
4.14K $211K
Victory Portfolios Ii
516
+ 2.67%
N/A
19.8K $0
Wells Fargo CO New
53
+ 6.1%
N/A
922 $0
Ge Vernova Inc
312
+ 38.61%
N/A
1.12K $0
First Tr Exchng Traded Fd Vi
66K
+ 15.36%
N/A
496K $0
Ge Healthcare Technologies I
384
+ 4.75%
N/A
8.47K $0
FSCO
Fs Cr Opportunities Corp Com
12K
+ 55.5%
N/A
33.5K $0
FTEK
Fuel Tech, Inc.

Industrials
250
+ 2.16%
$0.99 - $1.11 $248 - $278
11.9K $12K
Ishares Bitcoin Trust ETF
2.36K
+ 18.43%
N/A
15.2K $0
Blackrock ETF Trust Ii
831
+ 11.5%
N/A
8.06K $0
Bank America Corp
57
+ 2.6%
N/A
2.25K $0
JGRO
J P Morgan Exchange Traded Fd
7.58K
+ 26.16%
N/A
36.5K $0
Putnam ETF Trust
1.2K
+ 9.16%
N/A
14.2K $0
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
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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