Austin Private Wealth, LLC Purchases in Q1 2025

Austin Private Wealth, LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
83.2K
+ 56.3%
$185.78 - $198.58 $15.5M - $16.5M
231K $44M
XLG
Invesco Exchange Traded Fd Tr

ETFs
331K
New
$45.72 - $51.73 $15.1M - $17.1M
331K $15.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
409K
+ 436.81%
$33.84 - $37.77 $13.8M - $15.5M
503K $18.3M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
318K
+ 735.12%
$44.81 - $46.22 $14.3M - $14.7M
361K $16.3M
HEFA
Ishares Currency Hedged Msci E

ETFs
248K
New
$34.83 - $37.52 $8.63M - $9.3M
248K $8.99M
IEMG
Ishares Inc

ETFs
162K
+ 87.61%
N/A
347K $18.6M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
207K
+ 229.74%
$37.07 - $40.63 $7.66M - $8.39M
296K $11.7M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
240K
+ 1168.61%
$25.06 - $25.98 $6.02M - $6.24M
261K $6.75M
GLDM
World Gold Trust

ETFs
80.1K
+ 110.18%
$52.19 - $61.89 $4.18M - $4.96M
153K $9.46M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
114K
+ 175.36%
$49.85 - $56.22 $5.66M - $6.38M
178K $9.05M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
64.2K
+ 8.23%
$44.72 - $46.25 $2.87M - $2.97M
844K $38.9M
EMHC
Spdr Bloomberg Emerging Market
146K
+ 533.82%
$23.72 - $24.56 $3.45M - $3.58M
173K $4.18M
SPMD
Spdr Portfolio

ETFs
69.3K
+ 386.7%
$50.21 - $57.73 $3.48M - $4M
87.2K $4.46M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
110K
+ 92.89%
$32.42 - $36.13 $3.56M - $3.97M
228K $7.53M
SPTL
Spdr Portfolio Long Term Treas

ETFs
125K
+ 456.7%
$25.54 - $27.64 $3.18M - $3.45M
152K $4.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.34K
+ 66.6%
$551.42 - $612.93 $3.49M - $3.88M
15.9K $8.87M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
96.1K
+ 350.68%
$30.35 - $33.16 $2.92M - $3.19M
123K $3.95M
SRLN
Ssga Active Trust

ETFs
72.9K
+ 452.96%
$41.02 - $41.99 $2.99M - $3.06M
89K $3.66M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
113K
New
$21.73 - $23.02 $2.45M - $2.59M
113K $2.54M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
57.4K
New
$39.53 - $46.13 $2.27M - $2.65M
57.4K $2.52M
GLD
Spdr Gold Trust

ETFs
5.99K
+ 202.26%
$243.19 - $288.14 $1.46M - $1.73M
8.95K $2.58M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
85.5K
+ 8.81%
$48.06 - $53.73 $4.11M - $4.6M
1.06M $51.5M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
89.7K
+ 419.1%
$18.46 - $19.19 $1.66M - $1.72M
111K $2.13M
RWO
Spdr Dow Jones Global Real Est

ETFs
35.8K
New
$41.41 - $45.24 $1.48M - $1.62M
35.8K $1.56M
EBND
Spdr Bloomberg Emerging Market

ETFs
69.8K
+ 176.78%
$19.47 - $20.36 $1.36M - $1.42M
109K $2.19M
EMB
Ishares Tr

ETFs
13.4K
+ 61.76%
$88.64 - $92.03 $1.18M - $1.23M
35K $3.17M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
13.3K
+ 70.09%
$91.45 - $91.75 $1.21M - $1.22M
32.2K $2.95M
DFIC
Dimensional ETF Tr Dimensional

ETFs
32.8K
+ 97.95%
$25.54 - $28.79 $839K - $945K
66.4K $1.84M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
14.6K
+ 9.53%
$91.76 - $103.26 $1.34M - $1.51M
168K $15.5M
DUHP
Dimensional ETF Tr Dimensional

ETFs
29.7K
+ 99.18%
$32.57 - $35.82 $967K - $1.06M
59.6K $1.98M
DFSV
Dimensional ETF Tr Dimensional

ETFs
35.2K
+ 109.43%
$27.56 - $32.1 $971K - $1.13M
67.4K $1.9M
CVX
Chevron Corp

Energy
4.42K
+ 70.74%
$146.71 - $167.97 $648K - $742K
10.7K $1.78M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
32.3K
+ 177.9%
$23.32 - $23.84 $753K - $770K
50.4K $1.18M
SPIB
Spdr Portfolio Intermediate Te

ETFs
20.1K
+ 123.84%
$32.5 - $33.3 $652K - $668K
36.3K $1.21M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
24.6K
New
$24.73 - $25.62 $608K - $630K
24.6K $628K
AVLV
American Centy ETF Tr Avantis
6.63K
New
$63.51 - $70.42 $421K - $467K
6.63K $432K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
15.5K
+ 116.73%
$22.61 - $23.14 $352K - $360K
28.9K $667K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
13.5K
+ 107.43%
$25.35 - $27.46 $342K - $370K
26K $689K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
328
+ 14.89%
$442.66 - $534.52 $145K - $175K
2.53K $1.35M
DISV
Dimensional ETF Tr Dimensional

ETFs
10.7K
+ 102.12%
$26.09 - $30.21 $279K - $324K
21.2K $617K
GII
Spdr S&P Global Infrasture ETF

ETFs
5.28K
New
$58.92 - $62.25 $311K - $328K
5.28K $327K
VTI
Vanguard Total Stock Market Et

ETFs
1.51K
+ 24.57%
$271.18 - $303.12 $410K - $458K
7.67K $2.11M
V
Visa Inc.

Financial Services
370
+ 6.69%
$306.92 - $362.71 $114K - $134K
5.9K $2.07M
DIHP
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 93.03%
$25.1 - $27.85 $273K - $303K
22.6K $608K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
11.5K
New
$25.44 - $27.95 $294K - $323K
11.5K $312K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
12.3K
New
$24.27 - $26.2 $300K - $323K
12.3K $311K
DFSD
Dimensional ETF Tr Short Durat

ETFs
6.24K
New
$46.74 - $47.55 $292K - $297K
6.24K $296K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.03K
New
$40.79 - $42.32 $287K - $298K
7.03K $295K
CMI
Cummins Inc

Industrials
897
New
$312.92 - $386.07 $281K - $346K
897 $281K
Activity Summary
Buys All Purchases 184 New Holdings 31 Increased Positions 153 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 17 Puts 0
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