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CIK: 0001729677
Total reported value
$865.8M
$865.8M
334 檔
9.6%
In Q4 2024, LexAurum Advisors, LLC's U.S. equity holdings reached a combined market value of $865.8M, distributed across 334 disclosed stock positions.
In Q4 2024, LexAurum Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 27 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% | -0.10% | +2.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.40% | +0.04% | +0.42% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.26% | +0.02% | +7.10% | |
| 4 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.14% | -0.08% | — | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.72% | -0.11% | +2.43% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.70% | -0.13% | -4.76% | |
| 7 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.57% | -0.22% | +13.20% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.53% | -0.20% | +9.20% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.21% | -0.22% | +2.58% | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.08% | -0.04% | +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% | -0.04% | -22.31% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.59% | -0.13% | +1.67% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.07% | +4.63% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.45% | -0.08% | -0.40% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.44% | -0.08% | +203.63% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.36% | -0.06% | +8.51% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.24% | -0.07% | +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% | +0.02% | +6.50% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.13% | +0.20% | -14.03% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | +0.26% | +0.77% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.02% | +4.29% | |
| 24 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 1.05% | -0.03% | +9.79% | |
| 25 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.04% | -0.08% | — | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | +0.16% | +4.16% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.01% | +0.12% | +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% | -0.02% | +211.95% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.92% | +0.02% | +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% | +0.01% | -2.50% | |
| 34 | FIW | First Trust Water ETF | ETF-Other | 0.75% | -0.50% | +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% | — | +3.16% | |
| 37 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.59% | +0.30% | +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% | -0.10% | +6.25% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.01% | +0.09% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.50% | +0.02% | +8.38% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | +0.06% | +56.70% | |
| 43 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.46% | -0.03% | +38.99% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.03% | -8.08% | |
| 45 | DFIV | Dimensional International Va | ETF-Other | 0.45% | -0.03% | +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% | — | +5.22% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.39% | -0.07% | +267.73% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.38% | -0.13% | EXIT |
| # | 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 | NVDA | Nvidia CORP | +0.1% | +4.63% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.27% | Add |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | +7.10% | Add |
| 32 | MSFT | Microsoft CORP | -0.1% | +8.51% | Add |
| 33 | AVIG | Avantis Core Fixed Income | -0.1% | +13.20% | Add |
| 34 | AAPL | Apple Inc | -0.1% | +0.42% | Add |
| 35 | CGGO | Cap Group Global Growth | -0.1% | -63.20% | Trim |
| 36 | QJUN | Ft Vest Nasdaq-100 Buffer Et | -0.1% | EXIT | Sold out |
| 37 | RLTY | Cohen & Steers Rl Est Opprt | -0.1% | -6.98% | Trim |
| 38 | QQQM | Invesco Nasdaq 100 ETF | -0.2% | -30.11% | Trim |
| 39 | AVUS | Avantis U.s. Equity ETF | -0.2% | +2.43% | Add |
| 40 | DFCF | Dimensional Core Fixed Inc | -0.2% | -27.33% | Trim |
| 41 | VDC | Vanguard Consumer Staple ETF | -0.2% | -54.93% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | +4.16% | Add |
| 43 | GSLC | Goldman Activebeta US Lc ETF | -0.2% | +2.59% | Add |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -14.03% | Trim |
| 45 | QMMY | Ft Ndq100 Mod Buff ETF - May | -0.3% | -45.90% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.4% | +1.67% | Add |
| 47 | TPYP | Tortoise North American Pipeline Fund | -0.5% | EXIT | Sold out |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | -4.76% | Trim |
| 49 | SCHD | Schwab US Dvd Equity ETF | -0.6% | +112.36% | Add |
| 50 | JPST | Jpmorgan Ultra-short Income | -0.8% | -22.31% | Trim |
According to official SEC Form 13F filings, LexAurum Advisors, LLC reported a total U.S. public equity portfolio value of $865.8M 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 9.6% 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 50 total portfolio adjustments, initiating 11 new buys, adding to 27 positions, trimming 10 holdings, and fully liquidating 2 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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