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
Dimensional ETF Trust
5.62K
New
N/A
5.62K $0
Dimensional ETF Trust
12.2K
New
N/A
12.2K $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6
+ 1.11%
$408.78 - $448.82 $2.45K - $2.69K
546 $229K
GWW
W.W. Grainger, Inc.

Industrials
15
+ 6.15%
$953.54 - $1132.42 $14.3K - $17K
259 $255K
ASML
Asml Holding Nv

Technology
17
+ 3.59%
$662.63 - $776.99 $11.3K - $13.2K
491 $325K
CAT
Caterpillar Inc

Industrials
185
+ 9.54%
$326.75 - $407.63 $60.4K - $75.4K
2.12K $700K
CSX
Csx Corp

Industrials
1.16K
+ 8.87%
$29.11 - $33.67 $33.7K - $39K
14.2K $418K
ETN
Eaton Corp PLC

Industrials
213
+ 20.46%
$271.83 - $371.23 $57.9K - $79.1K
1.25K $340K
WMT
Walmart Inc.

Consumer Defensive
467
+ 2.45%
$84.5 - $105.05 $39.5K - $49.1K
19.6K $1.72M
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.28%
$222.66 - $268.42 $668 - $805
1.06K $246K
MS
Morgan Stanley

Financial Services
79
+ 3.09%
$111.68 - $141.08 $8.82K - $11.1K
2.64K $307K
PFE
Pfizer Inc

Healthcare
288
+ 1.5%
$25.01 - $27.13 $7.2K - $7.81K
19.4K $492K
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.16%
$411.73 - $482.1 $412 - $482
620 $271K
VXF
Vanguard Extended Market ETF

ETFs
66
+ 3.28%
$170.36 - $201.04 $11.2K - $13.3K
2.08K $357K
EQIX
Equinix Inc

Real Estate
5
+ 1.68%
$803.0 - $959.97 $4.02K - $4.8K
303 $247K
NXPI
Nxp Semiconductors N.V.

Technology
87
+ 2.72%
$189.99 - $245.86 $16.5K - $21.4K
3.29K $624K
DHR
Danaher Corp

Healthcare
8
+ 0.43%
$201.62 - $250.59 $1.61K - $2K
1.85K $380K
ACN
Accenture PLC

Technology
47
+ 2.86%
$300.91 - $398.25 $14.1K - $18.7K
1.69K $526K
PANW
Palo Alto Networks Inc

Technology
53
+ 1.0%
$167.82 - $208.28 $8.89K - $11K
5.37K $915K
AVGO
Broadcom Inc.

Technology
4.58K
+ 35.81%
$167.43 - $244.7 $767K - $1.12M
17.4K $2.91M
META
Meta Platforms, Inc.

Communication Services
16
+ 0.33%
$576.36 - $736.67 $9.22K - $11.8K
4.94K $2.85M
MRK
Merck & Co., Inc.

Healthcare
115
+ 1.28%
$83.01 - $101.02 $9.55K - $11.6K
9.12K $818K
CRM
Salesforce, Inc.

Technology
84
+ 2.85%
$268.36 - $359.95 $22.5K - $30.2K
3.03K $813K
WDAY
Workday, Inc.

Technology
46
+ 0.56%
$233.53 - $277.82 $10.7K - $12.8K
8.32K $1.94M
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.9K
+ 3.75%
$168.16 - $186.21 $2.67M - $2.96M
440K $75.2M
AMZN
Amazon Com Inc

Consumer Cyclical
2.31K
+ 7.78%
$190.26 - $242.06 $440K - $559K
32K $6.09M
GOOGL
Alphabet Inc.

Communication Services
934
+ 5.66%
$154.33 - $206.19 $144K - $193K
17.4K $2.69M
GOOG
Alphabet Inc.

Communication Services
824
+ 3.79%
$156.06 - $207.71 $129K - $171K
22.5K $3.52M
IYW
Ishares Dj Us Tech ETF

ETFs
11.5K
+ 9.26%
$140.44 - $166.79 $1.62M - $1.93M
136K $19.1M
MSFT
Microsoft Corp

Technology
589
+ 2.46%
$375.39 - $447.2 $221K - $263K
24.5K $9.21M
IVW
Ishares S&P 500 Growth ETF

ETFs
43.6K
+ 7.48%
$92.45 - $106.69 $4.03M - $4.65M
626K $58.1M
AAPL
Apple Inc.

Technology
1.51K
+ 1.97%
$209.68 - $247.1 $317K - $374K
78.5K $17.4M
NVDA
Nvidia Corp

Technology
552
+ 0.7%
$106.98 - $149.43 $59.1K - $82.5K
79.4K $8.61M
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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