Austin Private Wealth, LLC Purchases in Q4 2024

Austin Private Wealth, LLC

  • $1.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
153K
New
$89.97 - $98.59 $13.8M - $15.1M
153K $14.6M
PLTR
Palantir Technologies Inc.

Technology
122K
New
$36.46 - $82.38 $4.44M - $10M
122K $9.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
12.4K
+ 2.18%
$94.43 - $105.47 $1.17M - $1.31M
582K $59.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
118K
New
$33.92 - $36.6 $4.01M - $4.33M
118K $4.1M
GLDM
World Gold Trust

ETFs
72.7K
New
$50.76 - $55.23 $3.69M - $4.02M
72.7K $3.78M
EFG
Msci Eafe Growth ETF

ETFs
90.7K
+ 19.01%
$96.83 - $106.88 $8.78M - $9.69M
568K $55M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.85K
+ 0.21%
$66.77 - $71.52 $257K - $275K
1.84M $127M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.7K
+ 1.54%
$49.03 - $53.35 $720K - $783K
970K $49.7M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
659K
+ 123.42%
$22.63 - $47.53 $14.9M - $31.3M
1.19M $27.1M
AAPL
Apple Inc.

Technology
441
+ 0.58%
$221.69 - $259.02 $97.8K - $114K
77K $19.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.12K
+ 2.2%
$176.42 - $186.91 $1.61M - $1.7M
424K $75.6M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.5K
+ 155.78%
$91.29 - $91.8 $1.05M - $1.06M
18.9K $1.73M
IYW
Ishares Dj Us Tech ETF

ETFs
426
+ 0.34%
$148.14 - $166.23 $63.1K - $70.8K
125K $19.9M
DUHP
Dimensional ETF Tr Dimensional

ETFs
29.9K
New
$33.62 - $35.69 $1.01M - $1.07M
29.9K $1.01M
DFSV
Dimensional ETF Tr Dimensional

ETFs
32.2K
New
$30.18 - $33.87 $972K - $1.09M
32.2K $990K
JNK
Spdr Bloomberg High Yield Bond

ETFs
10.1K
+ 246.94%
$94.77 - $97.36 $957K - $983K
14.2K $1.35M
MBB
Ishares Tr

ETFs
17.1K
+ 10.79%
$91.26 - $95.82 $1.56M - $1.64M
175K $16.1M
EFV
Msci Eafe Value ETF

ETFs
87.3K
+ 11.91%
$51.78 - $57.15 $4.52M - $4.99M
820K $43M
DFIC
Dimensional ETF Tr Dimensional

ETFs
33.5K
New
$25.61 - $28.0 $858K - $939K
33.5K $866K
INTU
Intuit Inc

Technology
1.33K
+ 138.94%
$602.01 - $706.25 $801K - $940K
2.29K $1.44M
PHYL
Pgim ETF Tr

ETFs
21.7K
New
$34.74 - $35.59 $755K - $773K
21.7K $754K
IEMG
Ishares Inc

ETFs
13.8K
+ 8.06%
N/A
185K $9.92M
GOOG
Alphabet Inc.

Communication Services
1.29K
+ 6.29%
$163.08 - $198.16 $210K - $255K
21.7K $4.14M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.97K
+ 155.75%
$100.16 - $100.7 $698K - $701K
11.4K $1.15M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
47.8K
+ 13.77%
$55.45 - $61.08 $2.65M - $2.92M
395K $21.9M
MSFT
Microsoft Corp

Technology
2.01K
+ 9.16%
$406.35 - $454.46 $817K - $913K
24K $10.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
936
+ 10.91%
$567.81 - $607.81 $531K - $569K
9.52K $5.58M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
9.82K
+ 17.87%
$51.31 - $55.61 $504K - $546K
64.7K $3.46M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
25.6K
+ 53.39%
$23.25 - $23.37 $595K - $598K
73.5K $1.71M
GOOGL
Alphabet Inc.

Communication Services
937
+ 6.02%
$161.86 - $196.66 $152K - $184K
16.5K $3.12M
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.2K
New
$32.65 - $33.68 $529K - $546K
16.2K $530K
META
Meta Platforms, Inc.

Communication Services
711
+ 16.88%
$554.08 - $632.68 $394K - $450K
4.92K $2.9M
WFC
Wells Fargo & Company

Financial Services
6.27K
New
$54.98 - $77.35 $345K - $485K
6.27K $440K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.49K
+ 25.03%
$172.07 - $207.36 $257K - $310K
7.46K $1.47M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.8K
+ 25.11%
$34.13 - $37.35 $642K - $702K
93.7K $3.2M
V
Visa Inc.

Financial Services
514
+ 10.24%
$273.87 - $320.91 $141K - $165K
5.53K $1.75M
TWLO
Twilio Inc

Communication Services
3.29K
New
$63.73 - $114.96 $210K - $378K
3.29K $355K
NXPI
Nxp Semiconductors N.V.

Technology
1.87K
+ 140.63%
$207.27 - $255.58 $387K - $478K
3.2K $664K
DE
Deere & CO

Industrials
782
New
$389.45 - $466.0 $305K - $364K
782 $331K
WMT
Walmart Inc.

Consumer Defensive
1.8K
+ 10.41%
$79.1 - $95.7 $142K - $172K
19.1K $1.73M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.6K
New
$26.16 - $28.82 $328K - $362K
12.6K $328K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
13.3K
New
$22.71 - $23.47 $302K - $313K
13.3K $303K
NOW
Service Now, Inc.

Technology
225
+ 59.68%
$867.18 - $1148.42 $195K - $258K
602 $638K
JPM
Jpmorgan Chase & CO

Financial Services
166
+ 1.88%
$205.18 - $250.29 $34.1K - $41.5K
9.02K $2.16M
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.7K
New
$25.15 - $27.57 $294K - $322K
11.7K $295K
DIS
Walt Disney CO

Communication Services
2.57K
New
$92.39 - $117.6 $237K - $302K
2.57K $285K
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.18K
+ 55.18%
$83.09 - $89.28 $264K - $284K
8.93K $759K
DISV
Dimensional ETF Tr Dimensional

ETFs
10.5K
New
$26.18 - $28.77 $275K - $302K
10.5K $278K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
12.9K
New
$21.25 - $22.07 $273K - $284K
12.9K $274K
Activity Summary
Buys All Purchases 209 New Holdings 36 Increased Positions 173 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 19 Puts 1
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