Equal-WT
WhaleScore 2.0
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Lexaurum Advisors is based out of Overland Park. Lexaurum Advisors is a large advisory firm with 1702 clients and discretionary assets under management (AUM) of $684,480,064 (Form ADV from 2024-02-05). Their last reported 13F filing for Q4 2023 included $381,483,811 in managed 13F securities
and a top 10 holdings concentration of 29.36%. Lexaurum Advisors's largest holding is Apple Inc with shares held of 82,467. Whalewisdom has at least 26 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
AVIG Avantis Core Fixed I | 0.27% |
BIL SPDR(R) Bloomberg 1- | 0.21% |
NMCO Nuveen Municipal Cre | 0.15% |
MSFT Microsoft Corp. | 0.14% |
IHDG WisdomTree Internati | 0.13% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
JNJ Johnson & Johnson Co | 0.25% |
VGLT VANGUARD LONG-TERM T | 0.21% |
LMBS First Trust Low Dura | 0.2% |
SPIP SPDR(R) Portfolio TI | 0.15% |
FIXD First Trust TCW Oppo | 0.13% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 4.16% |
GSLC Goldman Sachs Active | 4.1% |
VTI VANGUARD TOTAL STOCK | 3.3% |
BRK.A Berkshire Hathaway I | 2.99% |
AVUS Avantis U.S. Equity | 2.81% |
2023-12-31
13F Activity
Market Value | $381m, Prior: $342m |
New Purchases | 27 stocks |
Added To | 127 stocks |
Sold out of | 15 stocks |
Reduced holdings in | 124 stocks |
Top 10 Holdings % | 29.36% |
Turnover %[1] | 14.09% |
Turnover Alt %[2] | 2.75% |
Time Held Top 20 | 12.25 quarters |
Time Held Top 10 | 13.8 quarters |
Time Held All | 11.25 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31