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CIK: 0001729677
Total reported value
$865.8M
$865.8M
315 檔
9.0%
According to the latest 13F quarterly dataset, LexAurum Advisors, LLC managed an equity portfolio of $865.8M at the end of Q3 2024, spanning 315 distinct U.S. exchange-listed positions.
In Q3 2024, LexAurum Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 315 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.27% | -0.10% | +2.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.49% | +0.04% | -1.57% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.30% | +0.02% | +5.17% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.19% | -0.13% | — | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.89% | -0.11% | +5.26% | |
| 6 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.79% | -0.20% | +6.31% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.68% | -0.04% | +9.91% | |
| 8 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.64% | -0.22% | +24.14% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.43% | -0.22% | -0.74% | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.31% | -0.04% | +30.01% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.95% | -0.13% | +0.23% | |
| 12 | QCJL | Ft Nsdq 100 Cn Buff Etf-jul | ETF-Other | 1.93% | — | — | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.64% | -0.08% | +1.34% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.57% | -0.08% | +8.02% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.48% | +0.02% | +2.18% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.07% | +2.09% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.06% | +1.24% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.40% | -0.07% | +4.59% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | +0.20% | -1.79% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.26% | +0.02% | +3.93% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.24% | +0.16% | +0.33% | |
| 22 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 1.20% | -0.03% | +8.57% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.12% | — | +18.14% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | +0.26% | -5.77% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.05% | +0.12% | +4.30% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.03% | -0.05% | +15.15% | |
| 27 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.01% | — | +1.73% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.02% | +3.25% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.91% | +0.01% | +1.88% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.85% | — | +7.50% | |
| 31 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.82% | +0.03% | +8.48% | |
| 32 | FIW | First Trust Water ETF | ETF-Other | 0.79% | -0.50% | +2.77% | |
| 33 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.61% | -0.02% | -1.79% | |
| 34 | QMMY | Ft Ndq100 Mod Buff ETF - May | ETF-Other | 0.61% | — | +669.16% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.56% | +0.02% | +5.38% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.01% | -11.05% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.52% | +0.02% | -7.54% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.50% | +0.66% | +3.27% | |
| 39 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.49% | +0.30% | +21.69% | |
| 40 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.49% | -0.02% | +4.46% | |
| 41 | DFIV | Dimensional International Va | ETF-Other | 0.48% | -0.03% | +2.71% | |
| 42 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 0.46% | — | -7.20% | |
| 43 | RLTY | Cohen & Steers Rl Est Opprt | Stock-Other | 0.45% | -0.01% | -3.92% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.43% | -0.03% | +23.24% | |
| 45 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.40% | -0.10% | -0.05% | |
| 46 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.40% | — | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.02% | -2.12% | |
| 48 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.39% | -0.02% | +13.09% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | — | +0.44% | |
| 50 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.38% | -0.03% | +0.16% |
According to official SEC Form 13F filings, LexAurum Advisors, LLC reported a total U.S. public equity portfolio value of $865.8M across 315 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GSLC, AAPL, VTI) accounted for 9.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
QCJL
市值: $8.8M
Top Position Liquidated / Trimmed
QDEC
前期市值: $5.2M
During Q3 2024, LexAurum Advisors, LLC's top holdings by market value included GSLC (4.3%)、AAPL (3.5%)、VTI (3.3%). The largest single position, GSLC, represented 4.3% of total portfolio value.
In Q3 2024, LexAurum Advisors, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 33 positions, trimming 7 holdings, and fully liquidating 3 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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