LexAurum Advisors, LLC
Top Portfolio Positions
168 positions ·
$209,461,742 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
82,002 | $20,811,287 | 9.94% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
45,038 | $14,436,930 | 6.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
29,362 | $14,070,270 | 6.72% | |
| JNJ |
Johnson & Johnson
Healthcare
|
54,467 | $13,313,913 | 6.36% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
345,284 | $12,236,864 | 5.84% | |
| NVDA |
Nvidia Corp
Technology
|
46,448 | $8,100,531 | 3.87% | |
| MSFT |
Microsoft Corp
Technology
|
17,252 | $6,386,172 | 3.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,487 | $6,141,257 | 2.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
9,664 | $5,577,867 | 2.66% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
12,554 | $3,396,986 | 1.62% |
Portfolio Trend
24 quarters · across all stocks
Holdings in WTBA
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $588,873 | 24,753 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $494,954 | 24,358 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $549,365 | 27,986 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $551,739 | 27,670 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $592,906 | 27,386 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $583,226 | 30,680 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $542,495 | 30,307 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $507,762 | 28,478 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $584,780 | 27,584 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $358,265 | 21,966 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $399,331 | 21,691 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $281,266 | 15,395 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $352,487 | 13,796 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $285,034 | 13,697 | Shares | Sole | 2022-10-17 | |
| 2021-12-31 | $222,771 | 7,170 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $213,933 | 7,124 | Shares | Sole | 2021-11-03 | |
| No 13F history on record for this holder in this stock. | ||||||