$267 Million is the total value of LexAurum Advisors, LLC's 248 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVOL | New | KRANESHARES TRquadrtc int rt | $782,000 | – | 30,878 | +100.0% | 0.29% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $723,000 | – | 10,577 | +100.0% | 0.27% | – |
| QQQM | New | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $605,000 | – | 5,250 | +100.0% | 0.23% | – |
| EELV | New | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $326,000 | – | 14,034 | +100.0% | 0.12% | – |
| ATVI | New | ACTIVISION BLIZZARD INC | $265,000 | – | 3,400 | +100.0% | 0.10% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $251,000 | – | 3,506 | +100.0% | 0.09% | – |
| NULG | New | NUSHARES ETF TRnuveen esg lrgcp | $231,000 | – | 4,799 | +100.0% | 0.09% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $226,000 | – | 2,486 | +100.0% | 0.08% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $218,000 | – | 2,752 | +100.0% | 0.08% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $210,000 | – | 1,744 | +100.0% | 0.08% | – |
| CLR | New | CONTINENTAL RES INC | $206,000 | – | 3,152 | +100.0% | 0.08% | – |
| MCD | New | MCDONALDS CORP | $202,000 | – | 819 | +100.0% | 0.08% | – |
| FDX | New | FEDEX CORP | $200,000 | – | 883 | +100.0% | 0.08% | – |
| New | PROSHARES TRbitcoin strate | $127,000 | – | 10,920 | +100.0% | 0.05% | – | |
| OGEN | New | ORAGENICS INC | $10,000 | – | 30,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 24 | Q3 2023 | 5.3% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 5.9% |
| JOHNSON & JOHNSON | 24 | Q3 2023 | 5.1% |
| JP MORGAN EXCHANGE TRADED FD | 24 | Q3 2023 | 6.4% |
| APPLE INC | 24 | Q3 2023 | 4.7% |
| BERKSHIRE HATHAWAY INC DEL | 24 | Q3 2023 | 2.7% |
| SPDR SER TR | 24 | Q3 2023 | 4.4% |
| SPDR SER TR | 24 | Q3 2023 | 4.1% |
| JP MORGAN EXCHANGE TRADED FD | 24 | Q3 2023 | 4.0% |
| JP MORGAN EXCHANGE TRADED FD | 24 | Q3 2023 | 2.9% |
View LexAurum Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-01-24 |
View LexAurum Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.