Austin Private Wealth, LLC Purchases in Q3 2025

Austin Private Wealth, LLC

  • $1.18 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
438K
+ 82.9%
$51.78 - $57.89 $22.7M - $25.3M
966K $55.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
16.9K
+ 53.71%
$617.65 - $666.84 $10.5M - $11.3M
48.5K $32.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
119K
+ 10.89%
$54.35 - $59.32 $6.49M - $7.08M
1.22M $72M
AVEM
American Centy ETF Tr Avantis

ETFs
149K
+ 5039.63%
$68.33 - $75.41 $10.2M - $11.2M
152K $11.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
156K
+ 31.82%
$39.8 - $42.86 $6.2M - $6.68M
646K $27.6M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
104K
+ 43.53%
$42.26 - $47.16 $4.41M - $4.92M
344K $16M
GLDM
World Gold Trust

ETFs
46K
+ 41.91%
$64.73 - $76.45 $2.97M - $3.51M
156K $11.9M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
66.4K
+ 19.61%
$42.67 - $46.91 $2.84M - $3.12M
405K $19M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
72.4K
+ 11.1%
$44.22 - $45.74 $3.2M - $3.31M
725K $33M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
41.6K
+ 227.71%
$91.44 - $91.77 $3.8M - $3.81M
59.8K $5.49M
JNK
Spdr Bloomberg High Yield Bond

ETFs
26.4K
+ 71.95%
$96.22 - $98.19 $2.54M - $2.59M
63K $6.18M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.8K
+ 5.21%
$36.04 - $38.78 $570K - $613K
319K $12.3M
AVGO
Broadcom Inc.

Technology
305
+ 1.44%
$264.74 - $369.57 $80.7K - $113K
21.5K $7.09M
SPMD
Spdr Portfolio

ETFs
11.7K
+ 7.79%
$54.43 - $58.29 $638K - $684K
162K $9.28M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.46K
+ 45.94%
$134.94 - $145.86 $602K - $651K
14.2K $2.06M
EMHC
Spdr Bloomberg Emerging Market
19.5K
+ 6.85%
$24.31 - $25.33 $473K - $493K
304K $7.65M
SRLN
Ssga Active Trust

ETFs
13.7K
+ 9.19%
$41.28 - $41.65 $567K - $572K
163K $6.78M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.03K
+ 1.33%
$36.93 - $40.55 $75K - $82.3K
155K $6.23M
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.39K
+ 23.49%
$47.86 - $48.43 $449K - $455K
49.3K $2.38M
DFSV
Dimensional ETF Tr Dimensional

ETFs
6.43K
+ 7.08%
$29.2 - $32.74 $188K - $211K
97.3K $3.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
9.35K
+ 21.25%
$41.8 - $43.15 $391K - $404K
53.4K $2.28M
IVV
Ishares Core S&P 500 ETF

ETFs
260
+ 5.38%
$620.67 - $670.08 $161K - $174K
5.09K $3.41M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.29K
+ 10.53%
$67.21 - $72.65 $221K - $239K
34.5K $2.51M
RWO
Spdr Dow Jones Global Real Est

ETFs
6.35K
+ 10.06%
$43.53 - $46.27 $276K - $294K
69.4K $3.18M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.65K
+ 5.88%
$35.76 - $37.93 $166K - $176K
83.7K $3.16M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
16.2K
+ 8.57%
$19.01 - $19.39 $308K - $314K
205K $3.96M
META
Meta Platforms, Inc.

Communication Services
397
+ 7.48%
$695.21 - $791.73 $276K - $314K
5.71K $4.19M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.02K
+ 8.39%
$115.96 - $125.95 $118K - $128K
13.1K $1.65M
EBND
Spdr Bloomberg Emerging Market

ETFs
11.6K
+ 6.67%
$20.95 - $21.57 $243K - $251K
186K $3.97M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.08K
New
$69.9 - $78.26 $215K - $241K
3.08K $239K
GE
General Electric CO

Industrials
787
New
$244.75 - $305.63 $193K - $241K
787 $236K
CW
Curtiss Wright Corp

Industrials
419
New
$472.43 - $542.94 $198K - $227K
419 $227K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
683
New
$284.45 - $324.95 $194K - $222K
683 $218K
FIX
Comfort Systems Usa Inc

Industrials
259
New
$521.66 - $825.18 $135K - $214K
259 $213K
IWV
Ishares Russell 3000 ETF

ETFs
555
New
$351.04 - $379.81 $195K - $211K
555 $210K
BX
Blackstone Inc.

Financial Services
1.23K
New
$152.77 - $188.68 $188K - $232K
1.23K $210K
PLTR
Palantir Technologies Inc.

Technology
11
+ 0.25%
$130.68 - $186.97 $1.44K - $2.06K
4.42K $806K
JBT
John Bean Technologies Corp

Industrials
1.45K
New
N/A
1.45K $182K
DFIC
Dimensional ETF Tr Dimensional

ETFs
715
+ 0.82%
$30.76 - $33.01 $22K - $23.6K
88.4K $2.9M
UNH
Unitedhealth Group Inc

Healthcare
258
+ 10.32%
$237.77 - $353.61 $61.3K - $91.2K
2.76K $952K
DELL
Dell Technologies Inc.

Technology
469
+ 9.64%
$120.96 - $141.77 $56.7K - $66.5K
5.33K $755K
IBHG
Ishares Tr Ibonds 2027 Term Hi
6.93K
+ 29.67%
$22.38 - $22.53 $155K - $156K
30.3K $680K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.83K
+ 7.78%
$23.54 - $23.97 $137K - $140K
80.8K $1.93M
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
6.2K
+ 36.91%
$23.53 - $23.89 $146K - $148K
23K $548K
QQQ
Invesco Qqq Trust, Series 1

ETFs
19
+ 0.69%
$546.99 - $602.2 $10.4K - $11.4K
2.78K $1.67M
MRVL
Marvell Technology, Inc.

Technology
1.6K
New
$62.31 - $84.07 $99.9K - $135K
1.6K $134K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.45K
+ 8.67%
$39.06 - $43.42 $56.6K - $62.9K
18.2K $788K
AMD
Advanced Micro Devices Inc

Technology
111
+ 2.2%
$134.8 - $184.42 $15K - $20.5K
5.17K $835K
MRK
Merck & Co., Inc.

Healthcare
865
+ 8.92%
$77.6 - $87.37 $67.1K - $75.6K
10.6K $886K
Activity Summary
Buys All Purchases 121 New Holdings 13 Increased Positions 108 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 24 Puts 6
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