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CIK: 0001729677
Total reported value
$892.6M
$892.6M
334 檔
9.4%
In Q4 2024, LexAurum Advisors, LLC's U.S. equity holdings reached a combined market value of $892.6M, distributed across 334 disclosed stock positions.
In Q4 2024, LexAurum Advisors, LLC displayed an active expansion posture, initiating 38 new positions and adding to 104 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.03% | -0.09% | +2.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.40% | +0.21% | +0.42% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.26% | -0.07% | +7.10% | |
| 4 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.14% | -0.17% | — | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.72% | -0.18% | +2.43% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.70% | -0.06% | -4.76% | |
| 7 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.57% | -0.04% | +13.20% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.53% | -0.15% | +9.20% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.21% | -0.15% | +2.58% | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.08% | -0.01% | +5.21% | |
| 11 | QCJL | Ft Nsdq 100 Cn Buff Etf-jul | ETF-Other | 2.06% | — | +15.36% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.87% | +0.99% | -22.31% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | +0.03% | +1.67% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.10% | +4.63% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.45% | — | -0.40% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.44% | -0.19% | +203.63% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | +0.26% | +8.51% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.24% | -0.23% | +5.96% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.02% | +388.14% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.19% | -0.03% | +6.50% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | +0.02% | -14.03% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | +0.04% | +0.77% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | -0.01% | +4.29% | |
| 24 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 1.05% | -0.01% | +9.79% | |
| 25 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.04% | -0.10% | — | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | -0.08% | +4.16% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.01% | +0.06% | +5.67% | |
| 28 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.01% | — | +107.85% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.97% | -0.05% | +9.33% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.94% | +0.01% | +211.95% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.92% | — | +112.36% | |
| 32 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.91% | — | +4.37% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.79% | — | -2.50% | |
| 34 | FIW | First Trust Water ETF | ETF-Other | 0.75% | -0.03% | +12.65% | |
| 35 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.75% | -0.03% | +3.60% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.72% | -0.02% | +3.16% | |
| 37 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.59% | +0.06% | +26.16% | |
| 38 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.54% | -0.02% | +2.60% | |
| 39 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.54% | +0.07% | +6.25% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | — | +0.09% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.50% | -0.01% | +8.38% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | -0.03% | +56.70% | |
| 43 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.46% | -0.02% | +38.99% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.07% | -8.08% | |
| 45 | DFIV | Dimensional International Va | ETF-Other | 0.45% | +0.02% | +12.06% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.44% | -0.02% | -4.72% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.42% | -0.02% | +2.26% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.01% | +5.22% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.39% | -0.01% | +267.73% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.38% | — | +0.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +3.1% | NEW | New buy |
| 2 | AVRE | Avantis Real Estate ETF | +1% | NEW | New buy |
| 3 | VOO | Vanguard S&p 500 ETF | +1% | +388.14% | Add |
| 4 | GDX | Vaneck Gold Miners ETF | +0.6% | +211.95% | Add |
| 5 | TMUS | T-mobile US Inc | +0.3% | +267.73% | Add |
| 6 | SEIE | Sei Select Intl Equity | +0.2% | NEW | New buy |
| 7 | VB | Vanguard Small-cap ETF | +0.2% | +296.70% | Add |
| 8 | COIN | Coinbase Global Inc -class A | +0.1% | +6.25% | Add |
| 9 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.1% | NEW | New buy |
| 10 | QCJL | Ft Nsdq 100 Cn Buff Etf-jul | +0.1% | +15.36% | Add |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +56.70% | Add |
| 12 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | +0.1% | +4.29% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +269.81% | Add |
| 15 | SEIS | Sei Select Small Cap ETF | +0.1% | NEW | New buy |
| 16 | SCHV | Schwab US Large-cap Value | +0.1% | NEW | New buy |
| 17 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +26.16% | Add |
| 18 | TSLA | Tesla Inc | +0.1% | -8.08% | Trim |
| 19 | VO | Vanguard Mid-cap ETF | +0.1% | +47.74% | Add |
| 20 | VUG | Vanguard Growth ETF | +0.1% | NEW | New buy |
| 21 | PGEN | Precigen Inc | +0.1% | +151.94% | Add |
| 22 | PYLD | Pimco Multisector Bond Actv | +0.1% | NEW | New buy |
| 23 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +178.25% | Add |
| 24 | QCOC | Ft Ndq100 Cns Buff ETF - Oct | +0.1% | NEW | New buy |
| 25 | SEEM | Sei Select Em Mrkt Eq | +0.1% | NEW | New buy |
| 26 | JCPB | Jpmorgan Core Plus Bond ETF | +0.1% | +38.99% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.1% | +45.36% | Add |
| 28 | AVGO | Broadcom Inc | +0.1% | +10.83% | Add |
| 29 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | NEW | New buy |
| 31 | SCHX | Schwab US Large-cap ETF | +0.1% | NEW | New buy |
| 32 | PSX | Phillips 66 | +0.1% | NEW | New buy |
| 33 | NVDA | Nvidia CORP | +0.1% | +4.63% | Add |
| 34 | IWO | Ishares Russell 2000 Growth | +0.1% | NEW | New buy |
| 35 | UMBF | Umb Financial CORP | +0.1% | NEW | New buy |
| 36 | EOG | Eog Resources Inc | +0.1% | NEW | New buy |
| 37 | BND | Vanguard Total Bond Market | +0.1% | NEW | New buy |
| 38 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.27% | Add |
| 40 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +103.98% | Add |
| 41 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +18.43% | Add |
| 42 | VTV | Vanguard Value ETF | +0.1% | +76.55% | Add |
| 43 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | NEW | New buy |
| 44 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | NEW | New buy |
| 45 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | New buy |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +70.75% | Add |
| 47 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | New buy |
| 48 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 49 | SBI | Western Asset Intermediate | +0.1% | NEW | New buy |
| 50 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +113.58% | Add |
According to official SEC Form 13F filings, LexAurum Advisors, LLC reported a total U.S. public equity portfolio value of $892.6M across 334 disclosed positions in Q4 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 9.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
SHW
市值: $15.8M
Top Position Liquidated / Trimmed
TPYP
前期市值: $2.1M
During Q4 2024, LexAurum Advisors, LLC's top holdings by market value included GSLC (4.0%)、AAPL (3.4%)、VTI (3.3%). The largest single position, GSLC, represented 4.0% of total portfolio value.
In Q4 2024, LexAurum Advisors, LLC made 197 total portfolio adjustments, initiating 38 new buys, adding to 104 positions, trimming 36 holdings, and fully liquidating 19 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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