Austin Private Wealth, LLC Incresed Positions in Q3 2025

Austin Private Wealth, LLC

  • $1.18 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
24
+ 2.44%
$697.13 - $769.67 $16.7K - $18.5K
1.01K $764K
SPTS
Spdr Portfolio Short Term Trea

ETFs
2.44K
+ 15.56%
$29.12 - $29.34 $71.1K - $71.6K
18.1K $531K
NSC
Norfolk Southern Corp

Industrials
76
+ 6.94%
$259.49 - $300.41 $19.7K - $22.8K
1.17K $351K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.65K
+ 6.85%
$26.38 - $27.95 $43.4K - $46K
25.7K $700K
EME
Emcor Group, Inc.

Industrials
28
+ 7.11%
$530.88 - $655.83 $14.9K - $18.4K
422 $274K
MET
Metlife Inc

Financial Services
598
+ 9.18%
$73.82 - $82.37 $44.1K - $49.3K
7.11K $585K
PLD
Prologis, Inc.

Real Estate
250
+ 7.62%
$104.08 - $115.35 $26K - $28.8K
3.53K $404K
LMT
Lockheed Martin Corp

Industrials
41
+ 3.95%
$410.74 - $499.21 $16.8K - $20.5K
1.08K $539K
WFC
Wells Fargo & Company

Financial Services
278
+ 3.34%
$77.05 - $85.16 $21.4K - $23.7K
8.61K $721K
FITB
Fifth Third Bancorp

Financial Services
572
+ 7.25%
$40.91 - $46.28 $23.4K - $26.5K
8.46K $376K
PEP
Pepsico Inc

Consumer Defensive
63
+ 1.25%
$133.81 - $152.16 $8.43K - $9.59K
5.11K $716K
VUG
Vanguard Growth ETF

ETFs
25
+ 2.69%
$433.97 - $484.08 $10.8K - $12.1K
956 $458K
WPC
W. P. Carey Inc.

Real Estate
161
+ 2.15%
$61.29 - $68.7 $9.87K - $11.1K
7.65K $517K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6
+ 0.06%
$68.24 - $73.73 $409 - $442
10.1K $741K
CSCO
Cisco Systems, Inc.

Technology
782
+ 7.81%
$66.2 - $71.79 $51.8K - $56.1K
10.8K $738K
USB
Us Bancorp \De\

Financial Services
400
+ 5.47%
$43.94 - $50.41 $17.6K - $20.2K
7.71K $372K
PRU
Prudential Financial Inc

Financial Services
561
+ 11.39%
$100.68 - $109.89 $56.5K - $61.6K
5.49K $569K
VZ
Verizon Communications Inc

Communication Services
724
+ 6.21%
$40.84 - $45.06 $29.6K - $32.6K
12.4K $543K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.19K
+ 2.89%
$25.24 - $25.56 $29.9K - $30.3K
42.2K $1.08M
AEP
American Electric Power CO Inc

Utilities
112
+ 4.25%
$103.26 - $115.0 $11.6K - $12.9K
2.75K $308K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
269
+ 4.84%
$92.18 - $95.14 $24.8K - $25.6K
5.83K $554K
CRM
Salesforce, Inc.

Technology
508
+ 19.83%
$231.66 - $273.65 $118K - $139K
3.07K $727K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
84
+ 0.63%
$29.97 - $32.38 $2.52K - $2.72K
13.3K $424K
AJG
Arthur J. Gallagher & Co.

Financial Services
130
+ 9.19%
$284.17 - $319.49 $36.9K - $41.5K
1.54K $478K
LAMR
Lamar Advertising CO

Real Estate
188
+ 8.37%
$114.98 - $128.82 $21.6K - $24.2K
2.44K $298K
PEG
Public Service Enterprise Group Inc

Utilities
325
+ 9.72%
$79.99 - $90.14 $26K - $29.3K
3.67K $306K
DHR
Danaher Corp

Healthcare
94
+ 4.87%
$181.46 - $212.2 $17.1K - $19.9K
2.02K $401K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
32
+ 0.7%
$87.05 - $93.19 $2.79K - $2.98K
4.59K $426K
LBRT
Liberty Energy Inc.

Energy
545
+ 4.91%
$10.02 - $13.25 $5.46K - $7.22K
11.6K $143K
KMI
Kinder Morgan, Inc.

Energy
1.08K
+ 7.86%
$26.23 - $28.5 $28.4K - $30.9K
14.9K $420K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
29
+ 0.13%
$102.4 - $103.88 $2.97K - $3.01K
21.9K $2.26M
CI
Cigna Corp

Healthcare
195
+ 18.29%
$262.23 - $334.39 $51.1K - $65.2K
1.26K $363K
IBDV
Ishares Tr

Technology
305
+ 2.98%
$21.75 - $22.22 $6.63K - $6.78K
10.5K $233K
GIS
General Mills Inc

Consumer Defensive
211
+ 4.99%
$48.44 - $53.83 $10.2K - $11.4K
4.44K $223K
WMB
Williams Companies, Inc.

Energy
25
+ 0.58%
$56.52 - $64.01 $1.41K - $1.6K
4.35K $275K
ORCC
Owl Rock Capital Corp

Financial Services
227
+ 1.32%
N/A
17.5K $234K
WETF
Wisdom Tree Investments, Inc.

Financial Services
554
+ 4.93%
N/A
11.8K $64K
Blackrock ETF Trust
417K
+ 106.55%
N/A
808K $0
Blackrock Inc
42
+ 6.93%
N/A
648 $0
LCTD
Blackrock ETF World Ex Us Carb
657
+ 8.82%
N/A
8.11K $0
IBM
International Business Machines Corp

Technology
246
+ 4.49%
$234.77 - $292.47 $57.8K - $71.9K
5.73K $1.62M
Lam Research Corp
66
+ 2.44%
N/A
2.77K $0
Dimensional ETF Trust
3.45K
+ 10.7%
N/A
35.7K $0
Dimensional ETF Trust
6.02K
+ 18.99%
N/A
37.7K $0
Dimensional ETF Trust
2.16K
+ 13.47%
N/A
18.2K $0
Dimensional ETF Trust
7.21K
+ 20.67%
N/A
42.1K $0
Spdr Series Trust
133K
+ 55.33%
N/A
374K $0
Ishares Tr
260
+ 2.33%
N/A
11.4K $0
T
At&T Inc.

Communication Services
455
+ 1.9%
$26.94 - $29.62 $12.3K - $13.5K
24.3K $687K
Activity Summary
Buys All Purchases 121 New Holdings 13 Increased Positions 108 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 24 Puts 6
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