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
TJX
Tjx Companies Inc

Consumer Cyclical
134
+ 5.57%
$119.13 - $135.03 $16K - $18.1K
2.54K $313K
PNC
Pnc Financial Services Group, Inc.

Financial Services
31
+ 2.25%
$149.76 - $186.42 $4.64K - $5.78K
1.41K $262K
CFLT
Confluent, Inc.

Technology
26
+ 0.26%
$19.44 - $24.93 $505 - $648
10K $249K
VZ
Verizon Communications Inc

Communication Services
830
+ 7.67%
$41.67 - $45.62 $34.6K - $37.9K
11.7K $504K
MO
Altria Group, Inc.

Consumer Defensive
326
+ 6.13%
$55.56 - $60.91 $18.1K - $19.9K
5.65K $331K
VTV
Vanguard Value ETF

ETFs
13
+ 0.62%
$153.67 - $176.74 $2K - $2.3K
2.11K $373K
AAL
American Airlines Group Inc.

Industrials
719
+ 1.33%
N/A
54.6K $602K
ABBV
Abb Vie Inc.

Healthcare
585
+ 13.94%
$170.16 - $206.27 $99.5K - $121K
4.78K $887K
CMCSA
Comcast Corp

Communication Services
498
+ 6.46%
$32.84 - $36.72 $16.4K - $18.3K
8.21K $292K
MDT
Medtronic PLC

Healthcare
206
+ 4.7%
$80.68 - $88.86 $16.6K - $18.3K
4.59K $399K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
294
+ 0.36%
$22.54 - $23.17 $6.63K - $6.81K
81.5K $1.87M
ORCC
Owl Rock Capital Corp

Financial Services
240
+ 1.41%
N/A
17.3K $231K
LOW
Lowes Companies Inc

Consumer Cyclical
72
+ 6.82%
$210.83 - $235.28 $15.2K - $16.9K
1.13K $250K
WETF
Wisdom Tree Investments, Inc.

Financial Services
368
+ 3.38%
N/A
11.2K $61K
DHR
Danaher Corp

Healthcare
76
+ 4.1%
$174.64 - $205.16 $13.3K - $15.6K
1.93K $381K
AEP
American Electric Power CO Inc

Utilities
136
+ 5.44%
$98.59 - $109.11 $13.4K - $14.8K
2.63K $273K
Dimensional ETF Trust
3.88K
+ 31.88%
N/A
16K $0
Dimensional ETF Trust
29.3K
+ 520.11%
N/A
34.9K $0
Linde PLC
1.07K
New
N/A
1.07K $0
Ssga Active Tr
2K
+ 9.99%
N/A
22K $0
Dimensional ETF Trust
6.01K
+ 22.89%
N/A
32.2K $0
Blackrock ETF Trust
754K
New
N/A
754K $0
Blackrock ETF Trust
391K
New
N/A
391K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
302K
+ 109.52%
N/A
577K $0
Spdr Series Trust
45K
+ 23.02%
N/A
241K $0
Lam Research Corp
138
+ 5.38%
N/A
2.7K $0
Blackrock ETF Trust Ii
6.84K
+ 3.27%
N/A
216K $0
Dimensional ETF Trust
55
+ 0.17%
N/A
31.7K $0
Blackrock Inc
38
+ 6.69%
N/A
606 $0
AJG
Arthur J. Gallagher & Co.

Financial Services
99
+ 7.53%
$310.86 - $348.77 $30.8K - $34.5K
1.41K $452K
PGR
Progressive Corp

Financial Services
15
+ 1.71%
$255.27 - $288.74 $3.83K - $4.33K
890 $237K
PLD
Prologis, Inc.

Real Estate
91
+ 2.85%
$89.76 - $112.34 $8.17K - $10.2K
3.28K $344K
BDX
Becton Dickinson & CO

Healthcare
185
+ 13.78%
$165.15 - $226.42 $30.6K - $41.9K
1.53K $263K
MCD
Mcdonalds Corp

Consumer Cyclical
17
+ 0.62%
$285.55 - $321.23 $4.85K - $5.46K
2.77K $809K
MRK
Merck & Co., Inc.

Healthcare
578
+ 6.33%
$73.47 - $87.12 $42.5K - $50.4K
9.7K $768K
COP
Conocophillips

Energy
688
+ 7.58%
$82.66 - $106.1 $56.9K - $73K
9.76K $875K
PG
Procter & Gamble CO

Consumer Defensive
61
+ 0.77%
$157.66 - $172.39 $9.62K - $10.5K
8.03K $1.28M
AMGN
Amgen Inc

Healthcare
21
+ 0.72%
$262.28 - $309.85 $5.51K - $6.51K
2.95K $824K
CVX
Chevron Corp

Energy
302
+ 2.83%
$133.73 - $168.51 $40.4K - $50.9K
11K $1.57M
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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