HoldingsChannel.com
LexAurum Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $9,581
     BRK.A21UNCH$5,712
     BRK.B21,163+2,861$3,869
JP MORGAN EXCHANGE TRADED FD (JPST) 186,375 +15,223 $9,257
     JPST186,375+15,223$9,257
VANGUARD INDEX FDS (VTI) 59,467 +1,528 $7,666
     VTI59,467+1,528$7,666
JOHNSON & JOHNSON 52,648 +4,231 $6,904
     JNJ52,648+4,231$6,904
SPDR SERIES TRUST (SPTM) 194,514 +51,943 $6,117
     SPTM194,514+51,943$6,117
SPDR SERIES TRUST (SPAB) 196,308 +56,452 $5,932
     SPAB196,308+56,452$5,932
JP MORGAN EXCHANGE TRADED FD (JPUS) 98,773 +34,849 $5,792
     JPUS98,773+34,849$5,792
JP MORGAN EXCHANGE TRADED FD (JPIN) 97,751 +40,351 $4,227
     JPIN97,751+40,351$4,227
APPLE INC 12,917 +1,065 $3,285
     AAPL12,917+1,065$3,285
ISHARES TR (ACWI) 51,057 +5,208 $3,195
     ACWI51,057+5,208$3,195
BANK AMER CORP      $2,341
     BAC.PRL1,565+229$1,982
     BAC16,908+2,710$359
UNITEDHEALTH GROUP INC 8,575 +53 $2,138
     UNH8,575+53$2,138
MICROSOFT CORP 12,233 +2,604 $1,929
     MSFT12,233+2,604$1,929
MANAGED PORTFOLIO SER 115,418 +64,818 $1,567
     TPYP115,418+64,818$1,567
WELLS FARGO CO NEW      $1,518
     WFC.PRL745-44$949
     WFC19,812+368$569
AMAZON COM INC 777 +68 $1,515
     AMZN777+68$1,515
SSGA ACTIVE ETF TR (TOTL) 30,424 +1,315 $1,459
     TOTL30,424+1,315$1,459
SPDR SER TR (QUS) 16,744 +4,400 $1,279
     QUS16,744+4,400$1,279
JP MORGAN EXCHANGE TRADED FD (JPGB) 27,027 +6,076 $1,275
     JPGB27,027+6,076$1,275
VANGUARD GROUP (VIG) 12,000 -434 $1,241
     VIG12,000-434$1,241
SHERWIN WILLIAMS CO 2,664 +107 $1,224
     SHW2,664+107$1,224
SPDR SER TR (FLRN) 40,697 +2,431 $1,196
     FLRN40,697+2,431$1,196
INTEL CORP 22,040 +299 $1,193
     INTC22,040+299$1,193
BLACKROCK MUN 2030 TAR TERM 51,304 +2,085 $1,164
     BTT51,304+2,085$1,164
PIMCO ETF TR (MINT) 11,330 -3,811 $1,121
     MINT11,330-3,811$1,121
JP MORGAN EXCHANGE TRADED FD (JPEM) 27,898 +14,853 $1,108
     JPEM27,898+14,853$1,108
VICTORY PORTFOLIOS II 23,262 +1,414 $1,086
     CFO23,262+1,414$1,086
DOVER CORP 11,806 UNCH $991
     DOV11,806UNCH$991
EXXON MOBIL CORP 25,948 +9,156 $985
     XOM25,948+9,156$985
JPMORGAN CHASE & CO 10,534 +5,377 $948
     JPM10,534+5,377$948
COCA COLA CO 21,089 +5,769 $933
     KO21,089+5,769$933
SPDR SER TR (BIL) 10,138 +3,088 $929
     BIL10,138+3,088$929
VANGUARD INDEX FDS (VNQ) 13,179 -100 $921
     VNQ13,179-100$921
PHILLIPS 66 PARTNERS LP 25,000 +15,000 $911
     PSXP25,000+15,000$911
ISHARES TR (INTF) 44,484 +44,484 $901
     INTF44,484+44,484$901
FS KKR CAPITAL CORP 299,736 -32,978 $899
     FSK299,736-32,978$899
SPDR INDEX SHS FDS (QEFA) 16,798 +5,509 $897
     QEFA16,798+5,509$897
ISHARES TR (IVV) 3,255 +753 $841
     IVV3,255+753$841
SPDR SERIES TRUST (SDY) 10,428 -394 $833
     SDY10,428-394$833
ISHARES TR (IAGG) 14,540 +4,223 $795
     IAGG14,540+4,223$795
SPDR INDEX SHS FDS (SPEM) 27,506 +6,002 $783
     SPEM27,506+6,002$783
SPDR S&P 500 ETF TR (SPY) 2,957 +17 $762
     SPY2,957+17$762
MERCK & CO INC 9,797 +2,684 $754
     MRK9,797+2,684$754
WALMART INC 6,363 +1,570 $723
     WMT6,363+1,570$723
DISNEY WALT CO 7,468 +3,763 $721
     DIS7,468+3,763$721
VANGUARD BD INDEX FD INC (BIV) 7,896 +3,895 $705
     BIV7,896+3,895$705
ONEOK INC NEW 32,170 +11,089 $702
     OKE32,170+11,089$702
SPDR SERIES TRUST (SPYG) 18,994 +8,339 $679
     SPYG18,994+8,339$679
VICTORY PORTFOLIOS II 24,430 UNCH $655
     VSMV24,430UNCH$655
AT&T INC 22,449 +1,805 $654
     T22,449+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

LexAurum Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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