- New Purchases: FMB, TOTL, CWB, FTSL, RDVY, JPEM, FIXD, SGOL, QQEW, ESGU, XLRE, GOVT, VSMV, SPLG, EMLP, EFG, VLUE, IHI, EFAV, PENN, VO, SHYG, LQD, SIZE, DE, FDX, UNP, AVGO, ABT, ISRG, IYC, NSC, USHY, ESGE, MDT, COST,
- Added Positions: FTSM, LMBS, JPST, HYLS, SPAB, FLRN, FTCS, SHY, FVD, FDN, FBT, IGSB, PSXP, SPIB, QQQ, NVDA, KO, JNJ, JPIN, BTT, JPM, FTEC, BIV, SPTM, IVV, DGRO, MINT, OKE, USMV, IP, GD, XOM, SPDW, DIA, ABBV, SHW, CRM, PDBC, ITOT, SPEM, IUSG, NFLX, RIO, GSY, VOO, FDL, PRFZ, VBR, PG, BACPL.PFD, SPYD, WMT, SPSB, VWO, VB, VBK, VEA, VHT, BAC, IJR, IAGG, BBN, O, PFE, PEP, MRK, MUB, IJH, LMRK, TMUS, PPT, VZ, FITB, CAT,
- Reduced Positions: VNQ, DIS, SDY, BRK.B, T, MSFT, WFCPL.PFD, BA, SLYV, WPC, DVY, ACWI, CVS, SLY, VIG, QUAL, FLOT, AMZN, XHR, DVN, LMT, VYM, VUG, VTV, D, VCSH, TIP, SLYG, GOOGL, GOOG, TGT, MGK, MDYG, IWF, FXO, TSN, UTF, LLY, WFC, BNDX, CLNY,
- Sold Out: BIL, CVX, EOG, ELR, IWM, EA, RY, DLS, TRQ, USX, GE, VVR, FNJN, LBYYQ,
For the details of LexAurum Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lexaurum+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of LexAurum Advisors, LLC- First Trust Enhanced Short Maturity ETF (FTSM) - 412,510 shares, 11.25% of the total portfolio. Shares added by 294.23%
- JP MORGAN ETF TRUS (JPST) - 224,903 shares, 5.19% of the total portfolio. Shares added by 21.11%
- VANGUARD INDEX FDS (VTI) - 58,759 shares, 4.55% of the total portfolio. Shares reduced by 0.81%
- Johnson & Johnson (JNJ) - 56,406 shares, 3.82% of the total portfolio. Shares added by 1.81%
- SPDR SERIES TRUST (SPAB) - 228,175 shares, 3.19% of the total portfolio. Shares added by 14.01%
LexAurum Advisors, LLC initiated holding in First Trust Managed Municipal ETF. The purchase prices were between $55.04 and $56.33, with an estimated average price of $55.75. The stock is now traded at around $55.34. The impact to a portfolio due to this purchase was 1.94%. The holding were 76,982 shares as of .
New Purchase: SSGA ACTIVE ETF TR (TOTL)LexAurum Advisors, LLC initiated holding in SSGA ACTIVE ETF TR. The purchase prices were between $49.21 and $49.89, with an estimated average price of $49.57. The stock is now traded at around $49.24. The impact to a portfolio due to this purchase was 0.88%. The holding were 39,450 shares as of .
New Purchase: SPDR SERIES TRUST (CWB)LexAurum Advisors, LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $60.69 and $71.27, with an estimated average price of $66.16. The stock is now traded at around $71.32. The impact to a portfolio due to this purchase was 0.68%. The holding were 21,820 shares as of .
New Purchase: FIRST TR EXCHANGE (FTSL)LexAurum Advisors, LLC initiated holding in FIRST TR EXCHANGE. The purchase prices were between $45.26 and $46.86, with an estimated average price of $46.12. The stock is now traded at around $46.20. The impact to a portfolio due to this purchase was 0.62%. The holding were 29,656 shares as of .
New Purchase: JP MORGAN ETF TRUS (JPEM)LexAurum Advisors, LLC initiated holding in JP MORGAN ETF TRUS. The purchase prices were between $45.85 and $48.88, with an estimated average price of $47.91. The stock is now traded at around $48.42. The impact to a portfolio due to this purchase was 0.6%. The holding were 28,148 shares as of .
New Purchase: First Trust TCW Opportunistic Fixed Income ETF (FIXD)LexAurum Advisors, LLC initiated holding in First Trust TCW Opportunistic Fixed Income ETF. The purchase prices were between $54.84 and $55.79, with an estimated average price of $55.29. The stock is now traded at around $54.82. The impact to a portfolio due to this purchase was 0.6%. The holding were 24,100 shares as of .
Added: First Trust Enhanced Short Maturity ETF (FTSM)LexAurum Advisors, LLC added to a holding in First Trust Enhanced Short Maturity ETF by 294.23%. The purchase prices were between $60 and $60.11, with an estimated average price of $60.07. The stock is now traded at around $60.09. The impact to a portfolio due to this purchase was 8.4%. The holding were 412,510 shares as of .
Added: First Trust Low Duration Mortgage Opportunities ET (LMBS)LexAurum Advisors, LLC added to a holding in First Trust Low Duration Mortgage Opportunities ET by 1478.57%. The purchase prices were between $51.62 and $51.89, with an estimated average price of $51.74. The stock is now traded at around $51.54. The impact to a portfolio due to this purchase was 1.7%. The holding were 77,192 shares as of .
Added: JP MORGAN ETF TRUS (JPST)LexAurum Advisors, LLC added to a holding in JP MORGAN ETF TRUS by 21.11%. The purchase prices were between $50.71 and $50.88, with an estimated average price of $50.81. The stock is now traded at around $50.79. The impact to a portfolio due to this purchase was 0.9%. The holding were 224,903 shares as of .
Added: FIRST TR EXCHANGE (HYLS)LexAurum Advisors, LLC added to a holding in FIRST TR EXCHANGE by 270.30%. The purchase prices were between $46.08 and $47.88, with an estimated average price of $47.24. The stock is now traded at around $47.48. The impact to a portfolio due to this purchase was 0.64%. The holding were 40,989 shares as of .
Added: SPDR SERIES TRUST (FLRN)LexAurum Advisors, LLC added to a holding in SPDR SERIES TRUST by 50.89%. The purchase prices were between $30.39 and $30.58, with an estimated average price of $30.52. The stock is now traded at around $30.60. The impact to a portfolio due to this purchase was 0.28%. The holding were 59,093 shares as of .
Added: First Trust Capital Strength ETF (FTCS)LexAurum Advisors, LLC added to a holding in First Trust Capital Strength ETF by 53.43%. The purchase prices were between $58.76 and $66.41, with an estimated average price of $62.47. The stock is now traded at around $63.97. The impact to a portfolio due to this purchase was 0.22%. The holding were 21,791 shares as of .
Sold Out: SPDR SERIES TRUST (BIL)LexAurum Advisors, LLC sold out a holding in SPDR SERIES TRUST. The sale prices were between $91.52 and $91.54, with an estimated average price of $91.53.
Sold Out: Chevron Corp (CVX)LexAurum Advisors, LLC sold out a holding in Chevron Corp. The sale prices were between $71.8 and $91.39, with an estimated average price of $84.13.
Sold Out: EOG Resources Inc (EOG)LexAurum Advisors, LLC sold out a holding in EOG Resources Inc. The sale prices were between $35.94 and $50.89, with an estimated average price of $44.93.
Sold Out: SPDR Russell 1000 ETF (ELR)LexAurum Advisors, LLC sold out a holding in SPDR Russell 1000 ETF. The sale prices were between $86.92 and $86.92, with an estimated average price of $86.92.
Sold Out: ISHARES TRUST (IWM)LexAurum Advisors, LLC sold out a holding in ISHARES TRUST. The sale prices were between $138.54 and $157.86, with an estimated average price of $149.92.
Sold Out: Electronic Arts Inc (EA)LexAurum Advisors, LLC sold out a holding in Electronic Arts Inc. The sale prices were between $124.3 and $146.95, with an estimated average price of $136.17.
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