Austin Private Wealth, LLC Incresed Positions in Q4 2024

Austin Private Wealth, LLC

  • $1.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
12.4K
+ 2.18%
$94.43 - $105.47 $1.17M - $1.31M
582K $59.1M
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
IVE
Ishares S&P 500 Value ETF

ETFs
10.5K
+ 7.61%
$189.5 - $206.17 $1.98M - $2.16M
148K $28.2M
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
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
INTU
Intuit Inc

Technology
1.33K
+ 138.94%
$602.01 - $706.25 $801K - $940K
2.29K $1.44M
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
META
Meta Platforms, Inc.

Communication Services
711
+ 16.88%
$554.08 - $632.68 $394K - $450K
4.92K $2.9M
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
NXPI
Nxp Semiconductors N.V.

Technology
1.87K
+ 140.63%
$207.27 - $255.58 $387K - $478K
3.2K $664K
WMT
Walmart Inc.

Consumer Defensive
1.8K
+ 10.41%
$79.1 - $95.7 $142K - $172K
19.1K $1.73M
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
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.18K
+ 55.18%
$83.09 - $89.28 $264K - $284K
8.93K $759K
BAC
Bank Of America Corp

Financial Services
4.93K
+ 44.62%
$39.22 - $47.77 $193K - $236K
16K $702K
CRM
Salesforce, Inc.

Technology
271
+ 10.13%
$270.87 - $367.87 $73.4K - $99.7K
2.95K $985K
NFLX
Netflix Inc

Communication Services
120
+ 16.81%
$687.65 - $936.56 $82.5K - $112K
834 $743K
USXF
Ishares Esg Advanced Msci Usa

Technology
3.73K
+ 13.49%
$48.45 - $52.57 $180K - $196K
31.3K $1.56M
CAT
Caterpillar Inc

Industrials
634
+ 48.58%
$360.37 - $416.88 $228K - $264K
1.94K $703K
QQQ
Invesco Qqq Trust, Series 1

ETFs
245
+ 8.43%
$481.22 - $538.17 $118K - $132K
3.15K $1.61M
DELL
Dell Technologies Inc.

Technology
1.79K
+ 31.47%
$111.96 - $144.21 $200K - $258K
7.47K $861K
MS
Morgan Stanley

Financial Services
1.14K
+ 80.41%
$104.42 - $134.99 $119K - $154K
2.56K $321K
SPMD
Spdr Portfolio

ETFs
3.16K
+ 21.42%
$54.13 - $59.56 $171K - $188K
17.9K $979K
QCOM
Qualcomm Inc

Technology
1.14K
+ 42.3%
$150.4 - $178.04 $172K - $203K
3.84K $590K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
205
+ 11.46%
$521.84 - $558.82 $107K - $115K
1.99K $1.07M
MRK
Merck & Co., Inc.

Healthcare
2.19K
+ 32.17%
$96.31 - $114.76 $211K - $252K
9.01K $896K
PYPL
Pay Pal Holdings, Inc.

Financial Services
597
+ 6.56%
$77.25 - $91.3 $46.1K - $54.5K
9.69K $827K
CSCO
Cisco Systems, Inc.

Technology
1.22K
+ 16.67%
$52.45 - $60.02 $64K - $73.3K
8.55K $505K
HD
Home Depot, Inc.

Consumer Cyclical
371
+ 18.95%
$385.02 - $431.37 $143K - $160K
2.33K $905K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
6.03K
+ 44.91%
$9.71 - $15.34 $58.5K - $92.5K
19.5K $258K
IBM
International Business Machines Corp

Technology
494
+ 9.45%
$204.9 - $238.04 $101K - $118K
5.72K $1.26M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
251
+ 12.86%
$442.29 - $483.08 $111K - $121K
2.2K $998K
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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