Austin Private Wealth, LLC Purchases in Q2 2025

Austin Private Wealth, LLC

  • $1.17 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
392K
+ 58.17%
$52.4 - $64.65 $20.5M - $25.3M
1.07M $67.7M
IEMG
Ishares Inc

ETFs
368K
+ 106.19%
N/A
715K $38.4M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
291K
+ 80.67%
$43.63 - $45.4 $12.7M - $13.2M
653K $29.2M
XLG
Invesco Exchange Traded Fd Tr

ETFs
197K
+ 59.45%
$40.94 - $52.1 $8.06M - $10.3M
528K $27.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
228K
New
$50.09 - $51.09 $11.4M - $11.7M
228K $11.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
15.7K
+ 98.91%
$496.48 - $617.85 $7.78M - $9.69M
31.5K $19.5M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
391K
+ 149.9%
$25.13 - $26.07 $9.83M - $10.2M
652K $16.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
40.7K
+ 3.86%
$43.53 - $54.46 $1.77M - $2.22M
1.1M $59.7M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
126K
+ 70.58%
$44.58 - $54.92 $5.61M - $6.91M
304K $16.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
202K
+ 820.84%
$24.98 - $25.66 $5.04M - $5.18M
227K $5.8M
SPMD
Spdr Portfolio

ETFs
63.4K
+ 72.75%
$44.89 - $54.38 $2.85M - $3.45M
151K $8.19M
IVE
Ishares S&P 500 Value ETF

ETFs
12.7K
+ 5.49%
$168.34 - $195.42 $2.13M - $2.48M
244K $47.6M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.69K
+ 1.01%
$82.32 - $112.47 $139K - $191K
170K $19.1M
SPTL
Spdr Portfolio Long Term Treas

ETFs
132K
+ 86.92%
$25.48 - $27.78 $3.37M - $3.67M
284K $7.55M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
75.4K
+ 33.01%
$29.12 - $35.84 $2.19M - $2.7M
304K $10.9M
MSFT
Microsoft Corp

Technology
432
+ 1.76%
$354.56 - $497.45 $153K - $215K
25K $12.4M
AVGO
Broadcom Inc.

Technology
3.81K
+ 21.92%
$146.29 - $275.65 $558K - $1.05M
21.2K $5.84M
EMHC
Spdr Bloomberg Emerging Market
111K
+ 64.42%
$23.06 - $24.61 $2.57M - $2.74M
284K $7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
42.4K
+ 14.31%
$34.72 - $42.74 $1.47M - $1.81M
339K $14.5M
JNK
Spdr Bloomberg High Yield Bond

ETFs
27.3K
+ 293.28%
$91.23 - $97.27 $2.49M - $2.66M
36.7K $3.57M
SRLN
Ssga Active Trust

ETFs
60.3K
+ 67.72%
$39.47 - $41.59 $2.38M - $2.51M
149K $6.21M
GLD
Spdr Gold Trust

ETFs
7.62K
+ 85.14%
$273.71 - $316.29 $2.09M - $2.41M
16.6K $5.05M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
21.8K
New
$102.02 - $103.5 $2.23M - $2.26M
21.8K $2.25M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
93.2K
+ 82.69%
$21.37 - $22.67 $1.99M - $2.11M
206K $4.65M
RWX
Spdr Dow Jones International R

ETFs
65K
New
$23.06 - $27.4 $1.5M - $1.78M
65K $1.78M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
29.5K
+ 23.88%
$28.98 - $37.18 $854K - $1.1M
153K $5.69M
DFSD
Dimensional ETF Tr Short Durat

ETFs
33.7K
+ 539.85%
$47.09 - $48.01 $1.59M - $1.62M
40K $1.92M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
37K
+ 525.8%
$41.1 - $42.37 $1.52M - $1.57M
44K $1.86M
EBND
Spdr Bloomberg Emerging Market

ETFs
65K
+ 59.46%
$19.57 - $21.4 $1.27M - $1.39M
174K $3.73M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
77.9K
+ 70.08%
$18.83 - $19.22 $1.47M - $1.5M
189K $3.62M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
22.8K
+ 10.52%
$35.35 - $42.68 $807K - $975K
240K $10.2M
RWO
Spdr Dow Jones Global Real Est

ETFs
27.3K
+ 76.27%
$38.85 - $45.0 $1.06M - $1.23M
63.1K $2.78M
META
Meta Platforms, Inc.

Communication Services
370
+ 7.49%
$484.66 - $738.09 $179K - $273K
5.31K $3.92M
GOOGL
Alphabet Inc.

Communication Services
3.94K
+ 22.63%
$144.7 - $178.6 $570K - $704K
21.4K $3.77M
AMZN
Amazon Com Inc

Consumer Cyclical
561
+ 1.75%
$167.32 - $223.3 $93.9K - $125K
32.6K $7.15M
DFIC
Dimensional ETF Tr Dimensional

ETFs
21.3K
+ 32.14%
$24.94 - $31.15 $532K - $664K
87.7K $2.73M
ORCL
Oracle Corp

Technology
835
+ 9.5%
$122.82 - $218.63 $103K - $183K
9.63K $2.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.4K
+ 32.5%
$29.36 - $35.56 $569K - $689K
79K $2.81M
WMT
Walmart Inc.

Consumer Defensive
6.29K
+ 32.14%
$81.79 - $99.98 $514K - $629K
25.8K $2.53M
DFSV
Dimensional ETF Tr Dimensional

ETFs
23.5K
+ 34.83%
$24.21 - $29.47 $569K - $692K
90.9K $2.68M
GOOG
Alphabet Inc.

Communication Services
1.24K
+ 5.51%
$146.58 - $180.01 $182K - $224K
23.8K $4.22M
CSX
Csx Corp

Industrials
17.1K
+ 120.41%
$26.69 - $32.91 $457K - $563K
31.3K $1.02M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
24.5K
+ 48.61%
$22.4 - $23.8 $549K - $583K
74.9K $1.78M
SPIB
Spdr Portfolio Intermediate Te

ETFs
17.4K
+ 48.07%
$32.62 - $33.58 $569K - $585K
53.7K $1.8M
JPM
Jpmorgan Chase & CO

Financial Services
454
+ 4.66%
$210.28 - $289.91 $95.5K - $132K
10.2K $2.96M
NFLX
Netflix Inc

Communication Services
123
+ 15.57%
$855.86 - $1339.13 $105K - $165K
913 $1.22M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.2K
+ 46.76%
$23.4 - $29.68 $285K - $361K
38.2K $1.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.08K
+ 42.71%
$483.48 - $539.8 $523K - $584K
3.61K $1.75M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
4.56K
New
$73.02 - $90.22 $333K - $411K
4.56K $406K
Activity Summary
Buys All Purchases 190 New Holdings 24 Increased Positions 166 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 19 Puts 1
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