Austin Wealth Management, LLC Purchases in Q1 2025

Austin Wealth Management, LLC

  • $499 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
133
+ 7.41%
$158.56 - $176.26 $21.1K - $23.4K
1.93K $308M
V
Visa Inc.

Financial Services
12
+ 1.66%
$306.92 - $362.71 $3.68K - $4.35K
735 $247M
GD
General Dynamics Corp

Industrials
31
+ 3.75%
$241.94 - $272.58 $7.5K - $8.45K
857 $233M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.67K
+ 8.27%
$19.04 - $20.15 $31.8K - $33.7K
21.9K $410M
AVUV
American Centy ETF Tr Avantis

ETFs
4.46K
+ 20.05%
$84.95 - $100.62 $379K - $448K
26.7K $2.22B
XOM
Exxon Mobil Corp

Energy
274
+ 4.0%
$105.44 - $118.93 $28.9K - $32.6K
7.13K $774M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.24K
+ 4.72%
$42.18 - $45.16 $52.3K - $56K
27.5K $1.15B
NEE
Nextera Energy Inc

Utilities
192
+ 5.12%
$66.96 - $76.16 $12.9K - $14.6K
3.94K $261M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.54K
+ 8.21%
$21.75 - $24.28 $33.5K - $37.4K
20.3K $439M
ACN
Accenture PLC

Technology
118
+ 17.48%
$300.91 - $398.25 $35.5K - $47K
793 $231M
AVGO
Broadcom Inc.

Technology
534
+ 22.87%
$167.43 - $244.7 $89.4K - $131K
2.87K $540M
CSCO
Cisco Systems, Inc.

Technology
81
+ 1.54%
$58.74 - $64.87 $4.76K - $5.25K
5.35K $301M
AAPL
Apple Inc.

Technology
2.62K
+ 9.96%
$209.68 - $247.1 $549K - $647K
28.9K $6.02B
DFSU
Dimensional ETF Tr Dimen Us Su
8
+ 0.1%
N/A
7.63K $266M
DHI
Horton D R Inc

Consumer Cyclical
52
+ 3.17%
$125.29 - $147.65 $6.52K - $7.68K
1.69K $213M
AXP
American Express CO

Financial Services
79
+ 5.75%
$255.39 - $325.87 $20.2K - $25.7K
1.45K $388M
META
Meta Platforms, Inc.

Communication Services
186
+ 10.5%
$576.36 - $736.67 $107K - $137K
1.96K $1.04B
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.82%
$554.06 - $615.85 $4.43K - $4.93K
982 $539M
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 17.02%
$154.33 - $206.19 $171K - $228K
7.6K $1.21B
NVDA
Nvidia Corp

Technology
3.7K
+ 24.01%
$106.98 - $149.43 $396K - $553K
19.1K $2.03B
VGT
Vanguard Information Technolog

ETFs
184
+ 7.39%
$542.38 - $646.34 $99.8K - $119K
2.67K $1.44B
AMZN
Amazon Com Inc

Consumer Cyclical
1.96K
+ 15.78%
$190.26 - $242.06 $373K - $474K
14.4K $2.68B
KOMP
Spdr S&P Kensho New Economies

ETFs
1.95K
+ 5.25%
$46.49 - $54.36 $90.8K - $106K
39.2K $1.81B
GOOG
Alphabet Inc.

Communication Services
472
+ 6.79%
$156.06 - $207.71 $73.7K - $98K
7.42K $1.2B
TSLA
Tesla, Inc.

Consumer Cyclical
446
+ 16.24%
$222.15 - $428.22 $99.1K - $191K
3.19K $829M
PAVE
Global X Fds Us Infrastructure

ETFs
2.27K
+ 2.36%
$37.31 - $43.82 $84.7K - $99.5K
98.6K $3.75B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
31
+ 0.05%
$67.03 - $74.61 $2.08K - $2.31K
66K $4.39B
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
4.44K
+ 0.79%
$48.91 - $52.91 $217K - $235K
567K $27.5B
Activity Summary
Buys All Purchases 79 New Holdings 11 Increased Positions 68 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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