0001085146-20-001848.txt : 20200722 0001085146-20-001848.hdr.sgml : 20200722 20200722153906 ACCESSION NUMBER: 0001085146-20-001848 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200722 DATE AS OF CHANGE: 20200722 EFFECTIVENESS DATE: 20200722 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LexAurum Advisors, LLC CENTRAL INDEX KEY: 0001729677 IRS NUMBER: 812102346 STATE OF INCORPORATION: KS FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18310 FILM NUMBER: 201041467 BUSINESS ADDRESS: STREET 1: 6731 W 121 STREET, SUITE 227 CITY: OVERLAND PARK STATE: KS ZIP: 66209 BUSINESS PHONE: 913-735-5391 MAIL ADDRESS: STREET 1: 6731 W 121 STREET, SUITE 227 CITY: OVERLAND PARK STATE: KS ZIP: 66209 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001729677 XXXXXXXX 06-30-2020 06-30-2020 false LexAurum Advisors, LLC
6731 W 121 Street, Suite 227 Overland Park KS 66209
13F HOLDINGS REPORT 028-18310 N
Jon Stanfield Chief Compliance Officer 913-735-5391 Jon Stanfield Overland Park KS 07-22-2020 0 208 183003
INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ABBVIE INC COM 00287Y109 396 4033 SH SOLE 0 0 4033 AIR PRODS & CHEMS INC COM 009158106 218 903 SH SOLE 0 0 903 ALLIANT ENERGY CORP COM 018802108 242 5054 SH SOLE 0 0 5054 ALPHABET INC CAP STK CL C 02079K107 379 268 SH SOLE 0 0 268 ALPHABET INC CAP STK CL A 02079K305 291 205 SH SOLE 0 0 205 AMAZON COM INC COM 023135106 2069 750 SH SOLE 0 0 750 AMERICAN ELEC PWR INC COM 025537101 396 4978 SH SOLE 0 0 4978 AMETEK INC NEW COM 031100100 272 3038 SH SOLE 0 0 3038 AMGEN INC COM 031162100 498 2111 SH SOLE 0 0 2111 APPLE INC COM 037833100 4962 13601 SH SOLE 0 0 13601 AT&T INC COM 00206R102 671 22185 SH SOLE 0 0 22185 BANK AMER CORP COM 060505104 650 27360 SH SOLE 0 0 27360 BANK AMER CORP 7.25%CNV PFD L 060505682 2655 1978 SH SOLE 0 0 1978 BERKSHIRE HATHAWAY INC DEL CL A 084670108 5613 21 SH SOLE 0 0 21 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3792 21243 SH SOLE 0 0 21243 BEST BUY INC COM 086516101 488 5587 SH SOLE 0 0 5587 BLACKROCK INCOME TR INC COM 09247F100 136 21984 SH SOLE 0 0 21984 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 1637 68896 SH SOLE 0 0 68896 BLACKROCK TAX MUNICPAL BD TR SHS 09248X100 699 28059 SH SOLE 0 0 28059 BOEING CO COM 097023105 712 3882 SH SOLE 0 0 3882 CASEYS GEN STORES INC COM 147528103 221 1476 SH SOLE 0 0 1476 CATERPILLAR INC DEL COM 149123101 302 2389 SH SOLE 0 0 2389 CHEVRON CORP NEW COM 166764100 293 3280 SH SOLE 0 0 3280 COCA COLA CO COM 191216100 973 21781 SH SOLE 0 0 21781 COHEN & STEERS INFRASTRUCTUR COM 19248A109 764 34632 SH SOLE 0 0 34632 COLONY CAP INC NEW CL A COM 19626G108 46 19011 SH SOLE 0 0 19011 CONTINENTAL RESOURCES INC COM 212015101 225 12857 SH SOLE 0 0 12857 CVS HEALTH CORP COM 126650100 325 5001 SH SOLE 0 0 5001 DEVON ENERGY CORP NEW COM 25179M103 156 13777 SH SOLE 0 0 13777 DISNEY WALT CO COM DISNEY 254687106 901 8078 SH SOLE 0 0 8078 DOMINION ENERGY INC COM 25746U109 312 3838 SH SOLE 0 0 3838 DOVER CORP COM 260003108 1140 11806 SH SOLE 0 0 11806 ELECTRONIC ARTS INC COM 285512109 228 1730 SH SOLE 0 0 1730 EMERSON ELEC CO COM 291011104 379 6110 SH SOLE 0 0 6110 EOG RES INC COM 26875P101 261 5159 SH SOLE 0 0 5159 EXXON MOBIL CORP COM 30231G102 1243 27804 SH SOLE 0 0 27804 FIDELITY MSCI INFO TECH I 316092808 305 3714 SH SOLE 0 0 3714 FIFTH THIRD BANCORP COM 316773100 535 27753 SH SOLE 0 0 27753 FINJAN HLDGS INC COM NEW 31788H303 24 15400 SH SOLE 0 0 15400 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 2491 121379 SH SOLE 0 0 121379 FIRST TR EXCHANGE TRADED FD WTR ETF 33733B100 378 6784 SH SOLE 0 0 6784 FIRST TR EXCHANGE TRADED FD CAP STRENGTH ETF 33733E104 830 14203 SH SOLE 0 0 14203 FIRST TR EXCHANGE TRADED FD NY ARCA BIOTECH 33733E203 749 4462 SH SOLE 0 0 4462 FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 33733E302 898 5269 SH SOLE 0 0 5269 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 232 9109 SH SOLE 0 0 9109 FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 33734X192 303 4069 SH SOLE 0 0 4069 FIRST TR EXCHANGE TRADED FD FIRST TR TA HIYL 33738D408 507 11069 SH SOLE 0 0 11069 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 253 4890 SH SOLE 0 0 4890 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 6277 104638 SH SOLE 0 0 104638 FIRST TR EXCHNG TRADED FD VI CEF INCM OPPTY 33740F409 482 25635 SH SOLE 0 0 25635 FIRST TR MORNINGSTAR DIV LEA SHS 336917109 475 18725 SH SOLE 0 0 18725 FIRST TR VALUE LINE DIVID IN SHS 33734H106 952 31408 SH SOLE 0 0 31408 FIRST TRUST ETF III ULTRA SHT DUR MU 33740J104 2446 121777 SH SOLE 0 0 121777 FIVE POINT HOLDINGS LLC COM CL A 33833Q106 79 17100 SH SOLE 0 0 17100 GENERAL DYNAMICS CORP COM 369550108 408 2731 SH SOLE 0 0 2731 GENERAL ELECTRIC CO COM 369604103 80 11774 SH SOLE 0 0 11774 GENERAL MLS INC COM 370334104 586 9499 SH SOLE 0 0 9499 HOME DEPOT INC COM 437076102 493 1966 SH SOLE 0 0 1966 INTEL CORP COM 458140100 1289 21540 SH SOLE 0 0 21540 INTL PAPER CO COM 460146103 345 9787 SH SOLE 0 0 9787 INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 46090A887 288 5715 SH SOLE 0 0 5715 INVESCO ACTIVELY MANAGD ETF OPTIMUM YIELD 46090F100 279 21594 SH SOLE 0 0 21594 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 273 7507 SH SOLE 0 0 7507 INVESCO EXCHANGE TRADED FD T CLEANTECH ETF 46137V407 331 6728 SH SOLE 0 0 6728 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 245 2192 SH SOLE 0 0 2192 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 241 7190 SH SOLE 0 0 7190 INVESCO QQQ TR UNIT SER 1 46090E103 1259 5085 SH SOLE 0 0 5085 INVESCO SR INCOME TR COM 46131H107 53 15246 SH SOLE 0 0 15246 ISHARES TR CORE S&P TTL STK 464287150 600 8634 SH SOLE 0 0 8634 ISHARES TR SELECT DIVID ETF 464287168 452 5601 SH SOLE 0 0 5601 ISHARES TR TIPS BD ETF 464287176 332 2697 SH SOLE 0 0 2697 ISHARES TR CORE S&P500 ETF 464287200 898 2899 SH SOLE 0 0 2899 ISHARES TR 1 3 YR TREAS BD 464287457 1056 12190 SH SOLE 0 0 12190 ISHARES TR CORE S&P MCP ETF 464287507 358 2016 SH SOLE 0 0 2016 ISHARES TR S&P MC 400GR ETF 464287606 354 1582 SH SOLE 0 0 1582 ISHARES TR RUS 1000 GRW ETF 464287614 261 1358 SH SOLE 0 0 1358 ISHARES TR RUSSELL 2000 ETF 464287655 264 1842 SH SOLE 0 0 1842 ISHARES TR CORE S&P US GWT 464287671 300 4179 SH SOLE 0 0 4179 ISHARES TR S&P MC 400VL ETF 464287705 288 2169 SH SOLE 0 0 2169 ISHARES TR U.S. TECH ETF 464287721 225 833 SH SOLE 0 0 833 ISHARES TR CORE S&P SCP ETF 464287804 202 2951 SH SOLE 0 0 2951 ISHARES TR DOW JONES US ETF 464287846 422 2754 SH SOLE 0 0 2754 ISHARES TR MSCI ACWI ETF 464288257 3390 45989 SH SOLE 0 0 45989 ISHARES TR NATIONAL MUN ETF 464288414 200 1734 SH SOLE 0 0 1734 ISHARES TR SH TR CRPORT ETF 464288646 200 3649 SH SOLE 0 0 3649 ISHARES TR US TREAS BD ETF 46429B267 271 9698 SH SOLE 0 0 9698 ISHARES TR FLTG RATE NT ETF 46429B655 347 6860 SH SOLE 0 0 6860 ISHARES TR MIN VOL EAFE ETF 46429B689 374 5664 SH SOLE 0 0 5664 ISHARES TR MIN VOL USA ETF 46429B697 368 6065 SH SOLE 0 0 6065 ISHARES TR USA QUALITY FCTR 46432F339 309 3225 SH SOLE 0 0 3225 ISHARES TR 0-5YR INVT GR CP 46434V100 223 4285 SH SOLE 0 0 4285 ISHARES TR MULTIFACTOR INTL 46434V274 946 41277 SH SOLE 0 0 41277 ISHARES TR MULTIFACTOR USA 46434V282 471 15165 SH SOLE 0 0 15165 ISHARES TR CORE DIV GRWTH 46434V621 604 16062 SH SOLE 0 0 16062 ISHARES TR CONV BD ETF 46435G102 248 3491 SH SOLE 0 0 3491 ISHARES TR ESG MSCI USA ETF 46435G425 353 5050 SH SOLE 0 0 5050 ISHARES TR CORE INTL AGGR 46435G672 810 14540 SH SOLE 0 0 14540 ISHARES TR BROAD USD HIGH 46435U853 231 6049 SH SOLE 0 0 6049 JOHNSON & JOHNSON COM 478160104 7792 55405 SH SOLE 0 0 55405 JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 46641Q209 4630 93704 SH SOLE 0 0 93704 JP MORGAN EXCHANGE TRADED FD DIV RTN EM EQT 46641Q308 1242 27012 SH SOLE 0 0 27012 JP MORGAN EXCHANGE TRADED FD JPMORGAN DIVER 46641Q407 5720 82427 SH SOLE 0 0 82427 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT ETF 46641Q654 246 4830 SH SOLE 0 0 4830 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 9421 185704 SH SOLE 0 0 185704 JP MORGAN EXCHANGE TRADED FD DIVERSFD EQT ETF 46641Q845 397 14635 SH SOLE 0 0 14635 JP MORGAN EXCHANGE TRADED FD GLOBAL BD OPRT 46641Q852 1210 24352 SH SOLE 0 0 24352 JPMORGAN CHASE & CO COM 46625H100 957 10170 SH SOLE 0 0 10170 LANDMARK INFRASTRUCTURE LP COM UNIT LTD 51508J108 112 11293 SH SOLE 0 0 11293 LIBBEY INC COM 529898108 1 12470 SH SOLE 0 0 12470 LILLY ELI & CO COM 532457108 339 2064 SH SOLE 0 0 2064 LOCKHEED MARTIN CORP COM 539830109 706 1933 SH SOLE 0 0 1933 MANAGED PORTFOLIO SER TORTOISE NRAM PI 56167N720 1728 104572 SH SOLE 0 0 104572 MARTIN MARIETTA MATLS INC COM 573284106 231 1120 SH SOLE 0 0 1120 MCDONALDS CORP COM 580135101 386 2095 SH SOLE 0 0 2095 MERCK & CO INC COM 58933Y105 757 9794 SH SOLE 0 0 9794 MICROSOFT CORP COM 594918104 2494 12256 SH SOLE 0 0 12256 NET 1 UEPS TECHNOLOGIES INC COM NEW 64107N206 31 10190 SH SOLE 0 0 10190 NETFLIX INC COM 64110L106 291 640 SH SOLE 0 0 640 NIKE INC CL B 654106103 210 2139 SH SOLE 0 0 2139 NUVEEN MUN VALUE FD INC COM 670928100 118 11563 SH SOLE 0 0 11563 NVIDIA CORP COM 67066G104 504 1326 SH SOLE 0 0 1326 OGE ENERGY CORP COM 670837103 294 9694 SH SOLE 0 0 9694 ONE GAS INC COM 68235P108 365 4742 SH SOLE 0 0 4742 ONEOK INC NEW COM 682680103 1088 32750 SH SOLE 0 0 32750 PAYPAL HLDGS INC COM 70450Y103 487 2795 SH SOLE 0 0 2795 PEPSICO INC COM 713448108 392 2962 SH SOLE 0 0 2962 PFIZER INC COM 717081103 306 9366 SH SOLE 0 0 9366 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 901 25000 SH SOLE 0 0 25000 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1088 10695 SH SOLE 0 0 10695 PROCTER AND GAMBLE CO COM 742718109 517 4322 SH SOLE 0 0 4322 PROSHARES TR DJ BRKFLD GLB 74347B508 406 10242 SH SOLE 0 0 10242 PUTNAM PREMIER INCOME TR SH BEN INT 746853100 54 11403 SH SOLE 0 0 11403 REALTY INCOME CORP COM 756109104 213 3577 SH SOLE 0 0 3577 RETAIL PPTYS AMER INC CL A 76131V202 84 11446 SH SOLE 0 0 11446 RIO TINTO PLC SPONSORED ADR 767204100 364 6485 SH SOLE 0 0 6485 ROYAL BK CDA MONTREAL QUE COM 780087102 224 3304 SH SOLE 0 0 3304 SALESFORCE COM INC COM 79466L302 220 1172 SH SOLE 0 0 1172 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 230 4369 SH SOLE 0 0 4369 SHERWIN WILLIAMS CO COM 824348106 1540 2664 SH SOLE 0 0 2664 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 523 2029 SH SOLE 0 0 2029 SPDR INDEX SHS FDS MSCI EAFE STRTGC 78463X434 1079 18136 SH SOLE 0 0 18136 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 893 26703 SH SOLE 0 0 26703 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 598 21658 SH SOLE 0 0 21658 SPDR S&P 500 ETF TR TR UNIT 78462F103 847 2746 SH SOLE 0 0 2746 SPDR SER TR BLOMBERG BRC INV 78468R200 1194 39162 SH SOLE 0 0 39162 SPDR SER TR SPDR BLOOMBERG 78468R663 1080 11797 SH SOLE 0 0 11797 SPDR SER TR PRTFLO S&P500 HI 78468R788 389 13950 SH SOLE 0 0 13950 SPDR SER TR MSCI USA STRTGIC 78468R812 1370 15519 SH SOLE 0 0 15519 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 309 5434 SH SOLE 0 0 5434 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 518 10554 SH SOLE 0 0 10554 SPDR SERIES TRUST PORTFOLIO INTRMD 78464A375 232 6346 SH SOLE 0 0 6346 SPDR SERIES TRUST BLOMBRG BRC MRTG 78464A383 727 27127 SH SOLE 0 0 27127 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 886 19725 SH SOLE 0 0 19725 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 1070 34156 SH SOLE 0 0 34156 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 6176 200130 SH SOLE 0 0 200130 SPDR SERIES TRUST S&P DIVID ETF 78464A763 979 10732 SH SOLE 0 0 10732 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 6319 167251 SH SOLE 0 0 167251 SPDR SERIES TRUST S&P 600 SML CAP 78464A813 363 6155 SH SOLE 0 0 6155 SPDR SERIES TRUST S&P 400 MDCP GRW 78464A821 290 5400 SH SOLE 0 0 5400 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 241 5662 SH SOLE 0 0 5662 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 259 7146 SH SOLE 0 0 7146 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1427 28809 SH SOLE 0 0 28809 STARBUCKS CORP COM 855244109 304 4129 SH SOLE 0 0 4129 T MOBILE US INC COM 872590104 265 2548 SH SOLE 0 0 2548 TARGET CORP COM 87612E106 310 2583 SH SOLE 0 0 2583 TESLA INC COM 88160R101 456 422 SH SOLE 0 0 422 THERMO FISHER SCIENTIFIC INC COM 883556102 273 752 SH SOLE 0 0 752 TURQUOISE HILL RES LTD COM 900435108 95 130042 SH SOLE 0 0 130042 TWO RDS SHARED TR LDRSHS ALPFACT 90214Q774 201 8570 SH SOLE 0 0 8570 TYSON FOODS INC CL A 902494103 282 4715 SH SOLE 0 0 4715 UNILEVER N V N Y SHS NEW 904784709 210 3948 SH SOLE 0 0 3948 UNITEDHEALTH GROUP INC COM 91324P102 2559 8675 SH SOLE 0 0 8675 US BANCORP DEL COM NEW 902973304 257 6993 SH SOLE 0 0 6993 US XPRESS ENTERPRISES INC COM CL A 90338N202 89 14800 SH SOLE 0 0 14800 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 960 10304 SH SOLE 0 0 10304 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 355 6142 SH SOLE 0 0 6142 VANGUARD GROUP DIV APP ETF 921908844 1776 15160 SH SOLE 0 0 15160 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 393 1388 SH SOLE 0 0 1388 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1102 14030 SH SOLE 0 0 14030 VANGUARD INDEX FDS SML CP GRW ETF 922908595 621 3111 SH SOLE 0 0 3111 VANGUARD INDEX FDS SM CP VAL ETF 922908611 318 2971 SH SOLE 0 0 2971 VANGUARD INDEX FDS GROWTH ETF 922908736 558 2762 SH SOLE 0 0 2762 VANGUARD INDEX FDS VALUE ETF 922908744 1166 11705 SH SOLE 0 0 11705 VANGUARD INDEX FDS SMALL CP ETF 922908751 425 2913 SH SOLE 0 0 2913 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9273 59240 SH SOLE 0 0 59240 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 321 8101 SH SOLE 0 0 8101 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 528 6386 SH SOLE 0 0 6386 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 645 16622 SH SOLE 0 0 16622 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 304 3856 SH SOLE 0 0 3856 VANGUARD WORLD FD ESG INTL STK ETF 921910725 219 4545 SH SOLE 0 0 4545 VANGUARD WORLD FD ESG US STK ETF 921910733 461 8177 SH SOLE 0 0 8177 VANGUARD WORLD FD MEGA GRWTH IND 921910816 216 1320 SH SOLE 0 0 1320 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 330 1652 SH SOLE 0 0 1652 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 293 1961 SH SOLE 0 0 1961 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 456 2369 SH SOLE 0 0 2369 VANGUARD WORLD FDS INF TECH ETF 92204A702 404 1448 SH SOLE 0 0 1448 VERIZON COMMUNICATIONS INC COM 92343V104 348 6303 SH SOLE 0 0 6303 VICTORY PORTFOLIOS II VICTORYSHS US 92647N691 751 24433 SH SOLE 0 0 24433 VICTORY PORTFOLIOS II VCSHS US 500 ENH 92647N782 1205 23231 SH SOLE 0 0 23231 VISA INC COM CL A 92826C839 436 2259 SH SOLE 0 0 2259 W P CAREY INC COM 92936U109 542 8018 SH SOLE 0 0 8018 WALMART INC COM 931142103 760 6345 SH SOLE 0 0 6345 WASHINGTON PRIME GROUP NEW COM 93964W108 25 29650 SH SOLE 0 0 29650 WELLS FARGO CO NEW COM 949746101 348 13576 SH SOLE 0 0 13576 WELLS FARGO CO NEW PERP PFD CNV A 949746804 966 745 SH SOLE 0 0 745 WISDOMTREE TR INTL SMCAP DIV 97717W760 213 3825 SH SOLE 0 0 3825 WISDOMTREE TR YIELD ENHANCD US 97717X511 496 9210 SH SOLE 0 0 9210 XENIA HOTELS & RESORTS INC COM 984017103 135 14462 SH SOLE 0 0 14462