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CIK: 0001729677
Total reported value
$865.8M
$865.8M
346 檔
9.8%
According to the latest 13F quarterly dataset, LexAurum Advisors, LLC managed an equity portfolio of $865.8M at the end of Q1 2025, spanning 346 distinct U.S. exchange-listed positions.
In Q1 2025, LexAurum Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.07% | -0.10% | +9.28% | |
| 2 | SHW | Sherwin-williams Co/the | Stock-Materials | 3.12% | -0.08% | +0.01% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.06% | -0.13% | — | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-Other | 2.99% | -0.22% | +18.16% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.98% | -0.11% | +18.84% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.97% | -0.04% | +63.89% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.84% | +0.02% | -5.11% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.83% | +0.04% | -2.99% | |
| 9 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.67% | -0.20% | +1.96% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.49% | -0.22% | -1.19% | |
| 11 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.90% | -0.04% | -7.18% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.78% | -0.13% | +0.37% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.47% | -0.08% | +3.96% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.38% | -0.08% | +5.13% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.26% | -0.02% | +1.92% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.25% | -0.07% | +1.50% | |
| 17 | QMNV | Ft Ndq100 Mod Buff ETF - Nov | ETF-Other | 1.22% | — | — | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.07% | +3.67% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.20% | -0.05% | +25.40% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.02% | +3.68% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | -0.06% | -1.27% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.12% | +0.02% | -1.31% | |
| 23 | AVRE | Avantis Real Estate ETF | ETF-Other | 1.12% | -0.08% | +8.68% | |
| 24 | JPIN | JPM Diversified Ret Intl Eq | ETF-Other | 1.11% | -0.03% | +2.38% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.20% | +0.35% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.95% | +0.16% | -5.72% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | +0.26% | -0.41% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.93% | +0.02% | +2.26% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.02% | +1.29% | |
| 30 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.85% | +0.12% | -3.44% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.80% | +0.01% | +4.06% | |
| 32 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.79% | — | +9.80% | |
| 33 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.77% | +0.03% | +4.46% | |
| 34 | FIW | First Trust Water ETF | ETF-Other | 0.74% | -0.50% | +2.67% | |
| 35 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.58% | +0.30% | +11.87% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.06% | +20.59% | |
| 37 | BAC 7.25 PERP LBond | Bank Of America CORP | Bond | 0.54% | -0.02% | +0.89% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.51% | +0.02% | -1.36% | |
| 39 | AVDE | Avantis International Equity | ETF-Other | 0.50% | +0.01% | +64.07% | |
| 40 | DFIV | Dimensional International Va | ETF-Other | 0.50% | -0.03% | +3.23% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.47% | -0.04% | +32.44% | |
| 42 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.46% | -0.03% | +0.79% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.44% | -0.37% | — | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.44% | — | +457.56% | |
| 45 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.43% | -0.07% | -4.85% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | -8.53% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | — | +1.73% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.40% | +0.09% | +12.68% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | +0.02% | -5.46% | |
| 50 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.40% | -0.10% | +9.08% |
According to official SEC Form 13F filings, LexAurum Advisors, LLC reported a total U.S. public equity portfolio value of $865.8M across 346 disclosed positions in Q1 2025.
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, SHW, BRK-A) accounted for 9.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
GSLC
市值: $21.2M
During Q1 2025, LexAurum Advisors, LLC's top holdings by market value included GSLC (4.1%)、SHW (3.1%)、BRK-A (3.1%). The largest single position, GSLC, represented 4.1% of total portfolio value.
In Q1 2025, LexAurum Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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