HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC DEL |
$9,581 | ||
| BRK.A | 21 | UNCH | $5,712 |
| BRK.B | 21,163 | +2,861 | $3,869 |
 JP MORGAN EXCHANGE TRADED FD (JPST) |
186,375 | +15,223 | $9,257 |
| JPST | 186,375 | +15,223 | $9,257 |
| VANGUARD INDEX FDS (VTI) |
59,467 | +1,528 | $7,666 |
| VTI | 59,467 | +1,528 | $7,666 |
| JOHNSON & JOHNSON |
52,648 | +4,231 | $6,904 |
| JNJ | 52,648 | +4,231 | $6,904 |
| SPDR SERIES TRUST (SPTM) |
194,514 | +51,943 | $6,117 |
| SPTM | 194,514 | +51,943 | $6,117 |
| SPDR SERIES TRUST (SPAB) |
196,308 | +56,452 | $5,932 |
| SPAB | 196,308 | +56,452 | $5,932 |
| JP MORGAN EXCHANGE TRADED FD (JPUS) |
98,773 | +34,849 | $5,792 |
| JPUS | 98,773 | +34,849 | $5,792 |
| JP MORGAN EXCHANGE TRADED FD (JPIN) |
97,751 | +40,351 | $4,227 |
| JPIN | 97,751 | +40,351 | $4,227 |
| APPLE INC |
12,917 | +1,065 | $3,285 |
| AAPL | 12,917 | +1,065 | $3,285 |
| ISHARES TR (ACWI) |
51,057 | +5,208 | $3,195 |
| ACWI | 51,057 | +5,208 | $3,195 |
| BANK AMER CORP |
$2,341 | ||
| BAC.PRL | 1,565 | +229 | $1,982 |
| BAC | 16,908 | +2,710 | $359 |
| UNITEDHEALTH GROUP INC |
8,575 | +53 | $2,138 |
| UNH | 8,575 | +53 | $2,138 |
| MICROSOFT CORP |
12,233 | +2,604 | $1,929 |
| MSFT | 12,233 | +2,604 | $1,929 |
| MANAGED PORTFOLIO SER |
115,418 | +64,818 | $1,567 |
| TPYP | 115,418 | +64,818 | $1,567 |
| WELLS FARGO CO NEW |
$1,518 | ||
| WFC.PRL | 745 | -44 | $949 |
| WFC | 19,812 | +368 | $569 |
| AMAZON COM INC |
777 | +68 | $1,515 |
| AMZN | 777 | +68 | $1,515 |
| SSGA ACTIVE ETF TR (TOTL) |
30,424 | +1,315 | $1,459 |
| TOTL | 30,424 | +1,315 | $1,459 |
| SPDR SER TR (QUS) |
16,744 | +4,400 | $1,279 |
| QUS | 16,744 | +4,400 | $1,279 |
| JP MORGAN EXCHANGE TRADED FD (JPGB) |
27,027 | +6,076 | $1,275 |
| JPGB | 27,027 | +6,076 | $1,275 |
| VANGUARD GROUP (VIG) |
12,000 | -434 | $1,241 |
| VIG | 12,000 | -434 | $1,241 |
| SHERWIN WILLIAMS CO |
2,664 | +107 | $1,224 |
| SHW | 2,664 | +107 | $1,224 |
| SPDR SER TR (FLRN) |
40,697 | +2,431 | $1,196 |
| FLRN | 40,697 | +2,431 | $1,196 |
| INTEL CORP |
22,040 | +299 | $1,193 |
| INTC | 22,040 | +299 | $1,193 |
| BLACKROCK MUN 2030 TAR TERM |
51,304 | +2,085 | $1,164 |
| BTT | 51,304 | +2,085 | $1,164 |
| PIMCO ETF TR (MINT) |
11,330 | -3,811 | $1,121 |
| MINT | 11,330 | -3,811 | $1,121 |
| JP MORGAN EXCHANGE TRADED FD (JPEM) |
27,898 | +14,853 | $1,108 |
| JPEM | 27,898 | +14,853 | $1,108 |
| VICTORY PORTFOLIOS II |
23,262 | +1,414 | $1,086 |
| CFO | 23,262 | +1,414 | $1,086 |
| DOVER CORP |
11,806 | UNCH | $991 |
| DOV | 11,806 | UNCH | $991 |
| EXXON MOBIL CORP |
25,948 | +9,156 | $985 |
| XOM | 25,948 | +9,156 | $985 |
| JPMORGAN CHASE & CO |
10,534 | +5,377 | $948 |
| JPM | 10,534 | +5,377 | $948 |
| COCA COLA CO |
21,089 | +5,769 | $933 |
| KO | 21,089 | +5,769 | $933 |
| SPDR SER TR (BIL) |
10,138 | +3,088 | $929 |
| BIL | 10,138 | +3,088 | $929 |
| VANGUARD INDEX FDS (VNQ) |
13,179 | -100 | $921 |
| VNQ | 13,179 | -100 | $921 |
| PHILLIPS 66 PARTNERS LP |
25,000 | +15,000 | $911 |
| PSXP | 25,000 | +15,000 | $911 |
| ISHARES TR (INTF) |
44,484 | +44,484 | $901 |
| INTF | 44,484 | +44,484 | $901 |
| FS KKR CAPITAL CORP |
299,736 | -32,978 | $899 |
| FSK | 299,736 | -32,978 | $899 |
| SPDR INDEX SHS FDS (QEFA) |
16,798 | +5,509 | $897 |
| QEFA | 16,798 | +5,509 | $897 |
| ISHARES TR (IVV) |
3,255 | +753 | $841 |
| IVV | 3,255 | +753 | $841 |
| SPDR SERIES TRUST (SDY) |
10,428 | -394 | $833 |
| SDY | 10,428 | -394 | $833 |
| ISHARES TR (IAGG) |
14,540 | +4,223 | $795 |
| IAGG | 14,540 | +4,223 | $795 |
| SPDR INDEX SHS FDS (SPEM) |
27,506 | +6,002 | $783 |
| SPEM | 27,506 | +6,002 | $783 |
| SPDR S&P 500 ETF TR (SPY) |
2,957 | +17 | $762 |
| SPY | 2,957 | +17 | $762 |
| MERCK & CO INC |
9,797 | +2,684 | $754 |
| MRK | 9,797 | +2,684 | $754 |
| WALMART INC |
6,363 | +1,570 | $723 |
| WMT | 6,363 | +1,570 | $723 |
| DISNEY WALT CO |
7,468 | +3,763 | $721 |
| DIS | 7,468 | +3,763 | $721 |
| VANGUARD BD INDEX FD INC (BIV) |
7,896 | +3,895 | $705 |
| BIV | 7,896 | +3,895 | $705 |
| ONEOK INC NEW |
32,170 | +11,089 | $702 |
| OKE | 32,170 | +11,089 | $702 |
| SPDR SERIES TRUST (SPYG) |
18,994 | +8,339 | $679 |
| SPYG | 18,994 | +8,339 | $679 |
| VICTORY PORTFOLIOS II |
24,430 | UNCH | $655 |
| VSMV | 24,430 | UNCH | $655 |
| AT&T INC |
22,449 | +1,805 | $654 |
| T | 22,449 | +1,805 | $654 |
See Full List: All Stocks Held By LexAurum Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By LexAurum Advisors LLC
|
Size ($ in 1000's)
At 03/31/2020: $144,272 At 12/31/2019: $202,545 LexAurum Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LexAurum Advisors LLC 13F filings. Link to 13F filings: SEC filings |
