Asset Manager
← All Institutions
LexAurum Advisors, LLC
16010 METCALF AVENUE, SUITE 101, OVERLAND PARK, KS 66085 • 913-392-3630
Market Value
$0
-100.0%
Holdings
363
-15
New Purchases
0
Added To
0
Closed
363
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 80.6% |
| Technology | 6.0% |
| Healthcare | 3.5% |
| Basic Materials | 2.2% |
| Industrials | 1.7% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 60 | $0 | 0% |
| Large Cap | 176 | $0 | 0% |
| Mid Cap | 54 | $0 | 0% |
| Small Cap | 59 | $0 | 0% |
| Micro Cap | 14 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$183.9B
Median Market Cap
$26.8B
Avg P/E
32.1
Median P/E
24.8
Avg Dividend Yield
0.03%
Avg Beta
0.93
# Stocks
142
# ETFs / Funds
221
Top Holdings (363 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NEE | —% | — | — | — | -$291K | -3,859 | -100.0% | SOLD |
| 2 | ABT | —% | — | — | — | -$369K | -2,754 | -100.0% | SOLD |
| 3 | T | —% | — | — | — | -$806K | -28,557 | -100.0% | SOLD |
| 4 | ACN | —% | — | — | — | -$326K | -1,321 | -100.0% | SOLD |
| 5 | GLW | —% | — | — | — | -$314K | -3,826 | -100.0% | SOLD |
| 6 | BRK-A | —% | — | — | — | -$15M | -20 | -100.0% | SOLD |
| 7 | DIS | —% | — | — | — | -$1M | -9,106 | -100.0% | SOLD |
| 8 | CVX | —% | — | — | — | -$2M | -12,656 | -100.0% | SOLD |
| 9 | NGL | —% | — | — | — | -$176K | -29,335 | -100.0% | SOLD |
| 10 | ALL | —% | — | — | — | -$551K | -2,565 | -100.0% | SOLD |
| 11 | UBER | —% | — | — | — | -$250K | -2,556 | -100.0% | SOLD |
| 12 | CVS | —% | — | — | — | -$381K | -5,049 | -100.0% | SOLD |
| 13 | HD | —% | — | — | — | -$982K | -2,424 | -100.0% | SOLD |
| 14 | UPS | —% | — | — | — | -$283K | -3,386 | -100.0% | SOLD |
| 15 | PSX | —% | — | — | — | -$455K | -3,343 | -100.0% | SOLD |
| 16 | XIFR | —% | — | — | — | -$508K | -50,000 | -100.0% | SOLD |
| 17 | APD | —% | — | — | — | -$205K | -753 | -100.0% | SOLD |
| 18 | BTT | —% | — | — | — | -$424K | -18,893 | -100.0% | SOLD |
| 19 | BKSY | —% | — | — | — | -$203K | -10,085 | -100.0% | SOLD |
| 20 | RC | —% | — | — | — | -$229K | -59,179 | -100.0% | SOLD |
| 21 | GE | —% | — | — | — | -$1M | -3,986 | -100.0% | SOLD |
| 22 | EVN | —% | — | — | — | -$196K | -17,675 | -100.0% | SOLD |
| 23 | IIM | —% | — | — | — | -$679K | -54,122 | -100.0% | SOLD |
| 24 | MS | —% | — | — | — | -$214K | -1,348 | -100.0% | SOLD |
| 25 | GS | —% | — | — | — | -$288K | -362 | -100.0% | SOLD |
| 26 | GM | —% | — | — | — | -$385K | -6,321 | -100.0% | SOLD |
| 27 | ABBV | —% | — | — | — | -$567K | -2,447 | -100.0% | SOLD |
| 28 | CRM | —% | — | — | — | -$351K | -1,481 | -100.0% | SOLD |
| 29 | GRMN | —% | — | — | — | -$610K | -2,478 | -100.0% | SOLD |
| 30 | ET | —% | — | — | — | -$2M | -98,594 | -100.0% | SOLD |
| 31 | FSK | —% | — | — | — | -$458K | -30,644 | -100.0% | SOLD |
| 32 | EMO | —% | — | — | — | -$286K | -6,357 | -100.0% | SOLD |
| 33 | EOG | —% | — | — | — | -$314K | -2,805 | -100.0% | SOLD |
| 34 | VST | —% | — | — | — | -$293K | -1,493 | -100.0% | SOLD |
| 35 | KO | —% | — | — | — | -$434K | -6,547 | -100.0% | SOLD |
| 36 | VZ | —% | — | — | — | -$620K | -14,112 | -100.0% | SOLD |
| 37 | NKE | —% | — | — | — | -$1M | -17,145 | -100.0% | SOLD |
| 38 | AME | —% | — | — | — | -$535K | -2,844 | -100.0% | SOLD |
| 39 | XOM | —% | — | — | — | -$1M | -13,202 | -100.0% | SOLD |
| 40 | PFE | —% | — | — | — | -$370K | -14,525 | -100.0% | SOLD |
| 41 | IBM | —% | — | — | — | -$898K | -3,184 | -100.0% | SOLD |
| 42 | GEV | —% | — | — | — | -$662K | -1,077 | -100.0% | SOLD |
| 43 | SHW | —% | — | — | — | -$16M | -45,645 | -100.0% | SOLD |
| 44 | NVG | —% | — | — | — | -$123K | -10,000 | -100.0% | SOLD |
| 45 | WPC | —% | — | — | — | -$243K | -3,602 | -100.0% | SOLD |
| 46 | DE | —% | — | — | — | -$681K | -1,490 | -100.0% | SOLD |
| 47 | BBN | —% | — | — | — | -$249K | -14,987 | -100.0% | SOLD |
| 48 | PM | —% | — | — | — | -$383K | -2,364 | -100.0% | SOLD |
| 49 | LMT | —% | — | — | — | -$2M | -3,171 | -100.0% | SOLD |
| 50 | BAC-PL | —% | — | — | — | -$3M | -2,124 | -100.0% | SOLD |
| 51 | CTVA | —% | — | — | — | -$322K | -4,761 | -100.0% | SOLD |
| 52 | CAT | —% | — | — | — | -$2M | -3,286 | -100.0% | SOLD |
| 53 | BX | —% | — | — | — | -$846K | -4,950 | -100.0% | SOLD |
| 54 | JPM | —% | — | — | — | -$3M | -8,954 | -100.0% | SOLD |
| 55 | FPH | —% | — | — | — | -$607K | -99,081 | -100.0% | SOLD |
| 56 | ITW | —% | — | — | — | -$415K | -1,590 | -100.0% | SOLD |
| 57 | BAC | —% | — | — | — | -$1M | -22,743 | -100.0% | SOLD |
| 58 | SO | —% | — | — | — | -$280K | -2,959 | -100.0% | SOLD |
| 59 | SCHW | —% | — | — | — | -$413K | -4,324 | -100.0% | SOLD |
| 60 | PEG | —% | — | — | — | -$237K | -2,844 | -100.0% | SOLD |
| 61 | RY | —% | — | — | — | -$357K | -2,422 | -100.0% | SOLD |
| 62 | TFC | —% | — | — | — | -$584K | -12,772 | -100.0% | SOLD |
| 63 | MLM | —% | — | — | — | -$323K | -512 | -100.0% | SOLD |
| 64 | KR | —% | — | — | — | -$335K | -4,968 | -100.0% | SOLD |
| 65 | NSC | —% | — | — | — | -$435K | -1,448 | -100.0% | SOLD |
| 66 | ROK | —% | — | — | — | -$233K | -667 | -100.0% | SOLD |
| 67 | SLB | —% | — | — | — | -$237K | -6,898 | -100.0% | SOLD |
| 68 | V | —% | — | — | — | -$768K | -2,251 | -100.0% | SOLD |
| 69 | EDD | —% | — | — | — | -$154K | -28,664 | -100.0% | SOLD |
| 70 | EPD | —% | — | — | — | -$253K | -8,104 | -100.0% | SOLD |
| 71 | CMI | —% | — | — | — | -$374K | -885 | -100.0% | SOLD |
| 72 | OKLO | —% | — | — | — | -$562K | -5,035 | -100.0% | SOLD |
| 73 | TMO | —% | — | — | — | -$378K | -778 | -100.0% | SOLD |
| 74 | VRT | —% | — | — | — | -$725K | -4,807 | -100.0% | SOLD |
| 75 | UNP | —% | — | — | — | -$258K | -1,092 | -100.0% | SOLD |
| 76 | ENB | —% | — | — | — | -$326K | -6,458 | -100.0% | SOLD |
| 77 | NMZ | —% | — | — | — | -$607K | -57,357 | -100.0% | SOLD |
| 78 | COP | —% | — | — | — | -$352K | -3,725 | -100.0% | SOLD |
| 79 | RNP | —% | — | — | — | -$266K | -11,842 | -100.0% | SOLD |
| 80 | RLTY | —% | — | — | — | -$1M | -91,999 | -100.0% | SOLD |
| 81 | LLY | —% | — | — | — | -$2M | -3,121 | -100.0% | SOLD |
| 82 | BA | —% | — | — | — | -$704K | -3,262 | -100.0% | SOLD |
| 83 | MRK | —% | — | — | — | -$1M | -12,522 | -100.0% | SOLD |
| 84 | O | —% | — | — | — | -$279K | -4,585 | -100.0% | SOLD |
| 85 | MCD | —% | — | — | — | -$305K | -1,003 | -100.0% | SOLD |
| 86 | DUK | —% | — | — | — | -$320K | -2,589 | -100.0% | SOLD |
| 87 | JNJ | —% | — | — | — | -$11M | -57,239 | -100.0% | SOLD |
| 88 | DOW | —% | — | — | — | -$250K | -10,904 | -100.0% | SOLD |
| 89 | PG | —% | — | — | — | -$961K | -6,257 | -100.0% | SOLD |
| 90 | EMR | —% | — | — | — | -$616K | -4,693 | -100.0% | SOLD |
| 91 | DSM | —% | — | — | — | -$102K | -17,234 | -100.0% | SOLD |
| 92 | FSCO | —% | — | — | — | -$239K | -34,652 | -100.0% | SOLD |
| 93 | GD | —% | — | — | — | -$241K | -706 | -100.0% | SOLD |
| 94 | UNH | —% | — | — | — | -$4M | -10,668 | -100.0% | SOLD |
| 95 | VGM | —% | — | — | — | -$667K | -65,904 | -100.0% | SOLD |
| 96 | UTF | —% | — | — | — | -$510K | -20,561 | -100.0% | SOLD |
| 97 | RTX | —% | — | — | — | -$1M | -8,354 | -100.0% | SOLD |
| 98 | RIG | —% | — | — | — | -$37K | -11,710 | -100.0% | SOLD |
| 99 | PTA | —% | — | — | — | -$455K | -22,309 | -100.0% | SOLD |
| 100 | PKG | —% | — | — | — | -$271K | -1,243 | -100.0% | SOLD |