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
TSLA
Tesla, Inc.

Consumer Cyclical
241
+ 4.7%
$221.86 - $362.89 $53.5K - $87.5K
5.37K $1.7M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
12.5K
+ 144.67%
$28.21 - $28.85 $352K - $360K
21.1K $607K
PLTR
Palantir Technologies Inc.

Technology
1.55K
+ 54.25%
$74.01 - $144.25 $115K - $224K
4.41K $601K
MBB
Ishares Tr

ETFs
3.56K
+ 2.23%
$91.41 - $94.22 $325K - $335K
163K $15.3M
CI
Cigna Corp

Healthcare
1.07K
New
$301.89 - $340.04 $322K - $362K
1.07K $352K
COST
Costco Wholesale Corp

Consumer Defensive
305
+ 65.17%
$908.13 - $1056.85 $277K - $322K
773 $765K
CRWD
Crowd Strike Holdings, Inc.

Technology
578
New
$321.63 - $509.31 $186K - $294K
578 $294K
DISV
Dimensional ETF Tr Dimensional

ETFs
6.45K
+ 30.42%
$25.93 - $32.91 $167K - $212K
27.6K $909K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1K
+ 3.31%
$53.69 - $67.27 $53.7K - $67.3K
31.3K $2.1M
DIHP
Dimensional ETF Tr Dimensional

ETFs
7.09K
+ 31.41%
$24.32 - $29.74 $172K - $211K
29.7K $874K
GS
Goldman Sachs Group Inc

Financial Services
261
+ 72.5%
$462.22 - $707.75 $121K - $185K
621 $439K
BA
Boeing CO

Industrials
1.16K
New
$136.59 - $217.51 $158K - $252K
1.16K $242K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.59K
New
$72.96 - $90.39 $189K - $234K
2.59K $231K
APH
Amphenol Corp

Technology
2.29K
New
$59.09 - $98.75 $135K - $226K
2.29K $226K
IBDV
Ishares Tr

Technology
10.2K
New
$21.28 - $21.98 $218K - $225K
10.2K $225K
IWM
Ishares Russell 2000 ETF

ETFs
1.04K
New
$174.82 - $215.79 $182K - $225K
1.04K $224K
GIS
General Mills Inc

Consumer Defensive
4.23K
New
$50.37 - $60.97 $213K - $258K
4.23K $219K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.22K
+ 13.5%
N/A
77.5K $1.84M
MA
Mastercard Inc

Financial Services
353
+ 33.43%
$479.92 - $590.74 $169K - $209K
1.41K $791K
IBND
Spdr Bloomberg International C

ETFs
6.53K
New
$29.46 - $32.59 $192K - $213K
6.53K $212K
ZS
Zscaler, Inc.

Technology
670
New
$174.67 - $315.32 $117K - $211K
670 $210K
EME
Emcor Group, Inc.

Industrials
394
New
$342.02 - $534.89 $135K - $211K
394 $210K
AMD
Advanced Micro Devices Inc

Technology
103
+ 2.08%
$78.21 - $143.81 $8.06K - $14.8K
5.05K $717K
LUV
Southwest Airlines CO

Industrials
6.4K
New
$24.04 - $34.36 $154K - $220K
6.4K $207K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
6.78K
New
$26.63 - $32.97 $180K - $223K
6.78K $205K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.27K
+ 17.26%
$23.96 - $24.27 $198K - $201K
56.1K $1.36M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.18K
New
$17.76 - $22.1 $163K - $203K
9.18K $202K
AVEM
American Centy ETF Tr Avantis

ETFs
2.96K
New
$53.08 - $68.54 $157K - $203K
2.96K $202K
DSI
Ishares Msci Kld 400 Social Et

ETFs
349
+ 2.97%
$91.62 - $116.16 $32K - $40.5K
12.1K $1.41M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.2K
New
$19.6 - $24.44 $161K - $200K
8.2K $200K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.9K
+ 32.44%
$10.8 - $16.92 $118K - $185K
44.6K $613K
QCOM
Qualcomm Inc

Technology
976
+ 23.33%
$124.66 - $159.48 $122K - $156K
5.16K $821K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.79K
+ 13.5%
$22.81 - $22.97 $178K - $179K
65.5K $1.5M
WFC
Wells Fargo & Company

Financial Services
1.49K
+ 21.83%
$60.98 - $80.12 $91K - $120K
8.33K $667K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.69K
+ 16.45%
$22.3 - $22.57 $172K - $174K
54.4K $1.22M
VXF
Vanguard Extended Market ETF

ETFs
649
+ 31.26%
$150.43 - $192.71 $97.6K - $125K
2.73K $525K
NOW
Service Now, Inc.

Technology
23
+ 3.82%
$721.65 - $1040.18 $16.6K - $23.9K
625 $642K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
6.5K
+ 17.64%
$22.43 - $23.23 $146K - $151K
43.3K $1.01M
CAT
Caterpillar Inc

Industrials
81
+ 3.81%
$273.94 - $388.21 $22.2K - $31.4K
2.21K $856K
SPTS
Spdr Portfolio Short Term Trea

ETFs
5.04K
+ 47.25%
$29.07 - $29.38 $146K - $148K
15.7K $459K
CSCO
Cisco Systems, Inc.

Technology
1.1K
+ 12.36%
$53.19 - $69.38 $58.6K - $76.5K
10K $694K
BAC
Bank Of America Corp

Financial Services
762
+ 4.51%
$34.39 - $47.46 $26.2K - $36.2K
17.7K $836K
PH
Parker Hannifin Corp

Industrials
67
+ 7.31%
$517.23 - $700.54 $34.7K - $46.9K
984 $687K
JCI
Johnson Controls International PLC

Industrials
413
+ 12.87%
$71.14 - $105.62 $29.4K - $43.6K
3.62K $382K
MU
Micron Technology Inc

Technology
779
+ 103.04%
$64.72 - $127.91 $50.4K - $99.6K
1.54K $189K
IBHG
Ishares Tr Ibonds 2027 Term Hi
5.32K
+ 29.52%
$21.56 - $22.54 $115K - $120K
23.3K $526K
SPSB
Spdr Portfolio Short Term Corp

ETFs
3.86K
+ 17.0%
$29.82 - $30.19 $115K - $116K
26.5K $801K
MS
Morgan Stanley

Financial Services
360
+ 13.64%
$99.83 - $140.86 $35.9K - $50.7K
3K $422K
PM
Philip Morris International Inc.

Consumer Defensive
191
+ 5.53%
$149.23 - $184.95 $28.5K - $35.3K
3.65K $663K
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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