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CIK: 0001729677
Total reported value
$865.8M
$865.8M
302 檔
7.9%
As reported in its official Q1 2024 Form 13F filing, LexAurum Advisors, LLC's tracked investment portfolio stood at $865.8M with 302 total positions.
During Q1 2024, LexAurum Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 302 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.38% | -0.10% | +0.63% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.41% | +0.02% | -1.66% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.35% | -0.13% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.11% | +0.04% | -12.50% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.01% | -0.11% | +1.74% | |
| 6 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.76% | -0.20% | +2.38% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.59% | -0.22% | +1.67% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.55% | -0.04% | -1.40% | |
| 9 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.20% | -0.04% | +11.32% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.18% | -0.13% | -0.73% | |
| 11 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.87% | -0.22% | +32.55% | |
| 12 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.68% | -0.08% | -1.58% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.06% | -18.51% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.59% | -0.08% | +0.43% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.54% | +0.20% | -1.09% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.48% | +0.02% | +8.53% | |
| 17 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.35% | — | -9.47% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.31% | +0.02% | -0.53% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.29% | -0.07% | +7.10% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.27% | +0.26% | -2.16% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.20% | +0.16% | -1.14% | |
| 22 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 1.16% | -0.03% | +8.73% | |
| 23 | QDEC | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 1.12% | — | — | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.10% | +0.01% | +2.26% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | +0.07% | +1.94% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.02% | +0.12% | +11.54% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.02% | -24.14% | |
| 28 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.95% | — | +11.39% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.01% | +2.55% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.85% | — | +187.48% | |
| 31 | FIW | First Trust Water ETF | ETF-Other | 0.78% | -0.50% | +6.93% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.78% | -0.05% | +13.90% | |
| 33 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.77% | +0.03% | +17.00% | |
| 34 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.69% | -0.02% | +2.73% | |
| 35 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.69% | -0.10% | -0.25% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | +0.02% | -3.83% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.54% | — | -7.33% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.53% | +0.02% | +0.47% | |
| 39 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.51% | +0.66% | +4.23% | |
| 40 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 0.51% | — | +7.47% | |
| 41 | OKE | Oneok Inc | Stock-Energy | 0.48% | -0.01% | -1.22% | |
| 42 | DFIV | Dimensional International Va | ETF-Other | 0.48% | -0.03% | +12.58% | |
| 43 | RLTY | Cohen & Steers Rl Est Opprt | Stock-Other | 0.47% | -0.01% | -14.90% | |
| 44 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.44% | -0.02% | +16.12% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.43% | +0.02% | +2.13% | |
| 46 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.43% | -0.03% | +1.34% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | -23.06% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.42% | -0.04% | +3.80% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | +0.02% | -12.25% | |
| 50 | LDP | Cohen & Steers Limited Durat | Stock-Other | 0.40% | -0.01% | -36.52% |
According to official SEC Form 13F filings, LexAurum Advisors, LLC reported a total U.S. public equity portfolio value of $865.8M across 302 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including GSLC, VTI, BRK-A) accounted for 7.9% of total reported equity market value during Q1 2024.
During Q1 2024, LexAurum Advisors, LLC's top holdings by market value included GSLC (4.4%)、VTI (3.4%)、BRK-A (3.4%). The largest single position, GSLC, represented 4.4% of total portfolio value.
In Q1 2024, LexAurum Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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