LexAurum Advisors, LLC
Top Portfolio Positions
167 positions ·
$195,556,322 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
82,002 | $20,811,287 | 10.64% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
45,038 | $14,436,930 | 7.38% | |
| JNJ |
Johnson & Johnson
Healthcare
|
54,467 | $13,313,913 | 6.81% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
345,284 | $12,236,864 | 6.26% | |
| NVDA |
Nvidia Corp
Technology
|
46,448 | $8,100,531 | 4.14% | |
| MSFT |
Microsoft Corp
Technology
|
17,252 | $6,386,172 | 3.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,487 | $6,141,257 | 3.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,664 | $5,577,867 | 2.85% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
12,554 | $3,396,986 | 1.74% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
17,820 | $3,111,550 | 1.59% |
Portfolio Trend
Holdings in PGEN
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,668,028 | 689,413 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $2,191,265 | 666,038 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $955,011 | 672,543 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,021,094 | 685,298 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $774,529 | 691,544 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $260,764 | 274,489 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $381,078 | 241,189 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $129,290 | 89,166 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $131,006 | 97,766 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $131,585 | 92,666 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $117,260 | 101,966 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $110,203 | 103,966 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $167,155 | 109,971 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $315,182 | 148,671 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $204,579 | 152,671 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $314,117 | 148,871 | Shares | Sole | 2022-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||