LA
| |
LexAurum Advisors, LLC13F | |
| LexAurum Advisors, LLC | |
| Last update 2025-07-17 | 361 Stocks (30 new) |
| Value $633.00 Mil | Turnover 19 % |
LexAurum Advisors, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 298,978 | 36,289.9 | +55.06% | 5.730 | +2.03% | 0.260 | +22.36% | +7.98% | 14,079.3 | ||
JPST | JPMorgan Ultra-Short Income ETF | 569,580 | 28,866.3 | +85.89% | 4.560 | +2.11% | 0.090 | +1.30% | +2.75% | 32,081.0 | ||
AVUS | Avantis U.S. Equity ETF | 209,927 | 21,164.9 | +24.81% | 3.340 | +0.66% | 0.240 | +22.16% | +6.92% | 8,920.0 | ||
GSIE |
Goldman Sachs ActiveBeta International Equity ETF
Goldman Sachs ActiveBeta International Equity ETF
| 489,704 | 19,421.7 | +25.23% | 3.070 | +0.62% | 0.480 | +13.32% | +21.03% | 4,077.4 | ||
AVIG | Avantis Core Fixed Income ETF | 405,379 | 16,871.9 | +7.36% | 2.660 | +0.18% | 1.520 | +3.01% | +4.26% | 1,100.6 | ||
VTI | Vanguard Total Stock Market ETF | 53,880 | 16,375.6 | -0.12% | 2.590 | 0% | 0.000 | +23.39% | +7.92% | 479,159.5 | ||
SHW | Sherwin-Williams Co | 45,995 | 15,792.8 | -1.22% | 2.490 | -0.04% | 0.020 | +6.95% | +1.62% | 86,190.3 | Chemicals | |
BRK.A | Berkshire Hathaway Inc | 20 | 14,576.0 | 0% | 2.300 | 0% | 0.000 | -5.83% | +5.17% | 1,029,709.2 | Insurance | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 543,232 | 14,417.4 | +2,988.48% | 2.280 | +2.21% | 0.250 | +3.96% | +4.86% | 5,813.5 | ||
AAPL | Apple Inc | 67,757 | 13,901.6 | +2.04% | 2.190 | +0.04% | 0.000 | +10.61% | -14.59% | 3,186,813.9 | Hardware |
LexAurum Advisors, LLC's Historical Top Holdings Breakdowns
LexAurum Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-06-30 | Add Add | +2.21% | 25.62 ($26.09) 26.54 | $26.43 | 1.28% | Add 2988.48% | 543,232 | 525,643 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-06-30 | Add Add | +2.11% | 50.36 ($50.51) 50.68 | $50.60 | 0.19% | Add 85.89% | 569,580 | 263,166 | |
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 2025-06-30 | Add Add | +2.03% | 97.68 ($112.47) 121.38 | $123.66 | 9.95% | Add 55.06% | 298,978 | 106,163 | |
GDX | VanEck Gold Miners ETF | 2025-06-30 | Reduce Reduce | -1.22% | 41.45 ($49.57) 54.46 | $53.11 | 7.14% | Reduce -96.65% | 4,786 | -138,227 | |
QCOC |
FT Vest Nasdaq-100 Conservative Buffer ETF - October
FT Vest Nasdaq-100 Conservative Buffer ETF - October
| 2025-06-30 | Sold Out Sold Out | -1.22% | 18.51 ($20.19) 21.23 | $21.43 | 6.14% | Sold Out | 0 | -325,917 | |
QMFE |
FT Vest Nasdaq-100 Moderate Buffer ETF - February
FT Vest Nasdaq-100 Moderate Buffer ETF - February
| 2025-06-30 | New Buy New Buy | +1.18% | 17.59 ($19.55) 20.72 | $20.98 | 7.32% | New holding | 361,803 | 361,803 | |
FTGC | FIRST TR EXCH VII | 2025-06-30 | New Buy New Buy | +1.17% | 23.09 ($24.61) 25.91 | $25.53 | 3.74% | New holding | 299,537 | 299,537 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Sold Out Sold Out | -0.93% | 24.32 ($26.14) 27.96 | $27.09 | 3.65% | Sold Out | 0 | -172,941 | |
AVSC | Avantis U.S Small Cap Equity ETF | 2025-06-30 | Add Add | +0.75% | 42.39 ($48.29) 51.76 | $53.76 | 11.32% | Add 316.05% | 122,148 | 92,789 | |
VTV | Vanguard Value ETF | 2025-06-30 | Add Add | +0.71% | 153.67 ($168.97) 176.74 | $178.54 | 5.66% | Add 559.28% | 29,951 | 25,408 |
LexAurum Advisors, LLC Total Holding History ($B)
LexAurum Advisors, LLC's Asset Allocation
LexAurum Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LexAurum Advisors, LLC's Hypothetical Growth since 2025-06-30
LexAurum Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LexAurum Advisors, LLC's Holdings Heat Map
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LexAurum Advisors, LLC's Holdings Bubble Chart
LexAurum Advisors, LLC News
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