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
UNP
Union Pacific Corp

Industrials
541
+ 41.84%
$223.15 - $249.32 $121K - $135K
1.83K $418K
PG
Procter & Gamble CO

Consumer Defensive
801
+ 12.2%
$161.05 - $179.7 $129K - $144K
7.37K $1.24M
VUG
Vanguard Growth ETF

ETFs
181
+ 19.46%
$378.79 - $428.11 $68.6K - $77.5K
1.11K $455K
CYBR
Cyber Ark Software Ltd.

Technology
182
+ 22.33%
$274.1 - $333.15 $49.9K - $60.6K
997 $332K
VTI
Vanguard Total Stock Market Et

ETFs
184
+ 3.08%
$280.04 - $302.45 $51.5K - $55.7K
6.15K $1.78M
AJG
Arthur J. Gallagher & Co.

Financial Services
308
+ 16.61%
$278.49 - $315.16 $85.8K - $97.1K
2.16K $613K
VTV
Vanguard Value ETF

ETFs
599
+ 34.21%
$168.32 - $181.87 $101K - $109K
2.35K $397K
PANW
Palo Alto Networks Inc

Technology
2.75K
+ 107.05%
$181.96 - $405.9 $500K - $1.12M
5.32K $967K
GS
Goldman Sachs Group Inc

Financial Services
134
+ 79.29%
$486.1 - $608.57 $65.1K - $81.5K
303 $173K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.13K
+ 23.04%
$30.93 - $33.94 $159K - $174K
27.4K $848K
KO
Coca Cola CO

Consumer Defensive
2.09K
+ 45.24%
$61.74 - $71.71 $129K - $150K
6.71K $417K
KMI
Kinder Morgan, Inc.

Energy
848
+ 7.85%
$22.59 - $28.54 $19.2K - $24.2K
11.6K $319K
JNJ
Johnson & Johnson

Healthcare
1.56K
+ 18.67%
$143.34 - $165.86 $223K - $259K
9.91K $1.43M
MA
Mastercard Inc

Financial Services
97
+ 11.86%
$491.3 - $536.15 $47.7K - $52K
915 $481K
PFE
Pfizer Inc

Healthcare
4.29K
+ 28.84%
$24.8 - $30.19 $106K - $129K
19.1K $507K
ABBV
Abb Vie Inc.

Healthcare
846
+ 21.6%
$164.99 - $203.87 $140K - $172K
4.76K $846K
SRLN
Ssga Active Trust

ETFs
1.72K
+ 11.94%
$41.48 - $42.08 $71.2K - $72.3K
16.1K $671K
COST
Costco Wholesale Corp

Consumer Defensive
65
+ 16.88%
$873.59 - $994.69 $56.8K - $64.7K
450 $412K
IFRA
Ishares Tr

ETFs
2.98K
+ 2.8%
$45.94 - $51.71 $137K - $154K
110K $5.07M
PM
Philip Morris International Inc.

Consumer Defensive
563
+ 18.97%
$118.38 - $133.06 $66.6K - $74.9K
3.53K $424K
EQIX
Equinix Inc

Real Estate
48
+ 19.2%
$865.69 - $985.0 $41.6K - $47.3K
298 $280K
C
Citigroup Inc

Financial Services
492
+ 18.55%
$61.31 - $72.5 $30.2K - $35.7K
3.15K $221K
PRU
Prudential Financial Inc

Financial Services
520
+ 16.32%
$114.59 - $129.52 $59.6K - $67.4K
3.71K $439K
TXN
Texas Instruments Inc

Technology
271
+ 7.0%
N/A
4.14K $806K
MSI
Motorola Solutions, Inc.

Technology
98
+ 18.81%
$449.08 - $504.6 $44K - $49.5K
619 $286K
ADP
Automatic Data Processing Inc

Industrials
119
+ 12.89%
$280.08 - $307.97 $33.3K - $36.6K
1.04K $305K
F
Ford Motor CO

Consumer Cyclical
5.61K
+ 48.22%
$9.69 - $11.4 $54.3K - $63.9K
17.2K $170K
MET
Metlife Inc

Financial Services
610
+ 12.02%
$78.15 - $88.25 $47.7K - $53.8K
5.68K $465K
SO
Southern CO

Utilities
972
+ 22.26%
$81.5 - $94.15 $79.2K - $91.5K
5.34K $439K
GWW
W.W. Grainger, Inc.

Industrials
39
+ 19.02%
$1023.06 - $1220.93 $39.9K - $47.6K
244 $257K
PEP
Pepsico Inc

Consumer Defensive
765
+ 19.11%
$151.29 - $176.1 $116K - $135K
4.77K $725K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.65K
+ 18.44%
$58.88 - $64.8 $97.2K - $107K
10.6K $624K
BDX
Becton Dickinson & CO

Healthcare
254
+ 26.43%
$220.02 - $243.75 $55.9K - $61.9K
1.22K $275K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
42
+ 0.14%
$62.07 - $66.61 $2.61K - $2.8K
30.9K $1.98M
RTX
Raytheon Technologies Corp

Industrials
552
+ 13.87%
$114.45 - $127.21 $63.2K - $70.2K
4.53K $524K
GLD
Spdr Gold Trust

ETFs
188
+ 6.78%
$236.59 - $257.5 $44.5K - $48.4K
2.96K $717K
SPGI
S&P Global Inc.

Financial Services
98
+ 21.73%
$480.36 - $529.17 $47.1K - $51.9K
549 $273K
LLY
Eli Lilly & CO

Healthcare
158
+ 22.04%
$727.2 - $932.06 $115K - $147K
875 $675K
ETN
Eaton Corp PLC

Industrials
112
+ 12.06%
$326.96 - $377.52 $36.6K - $42.3K
1.04K $345K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.25K
+ 8.78%
$38.37 - $42.82 $278K - $311K
89.9K $3.45M
MCD
Mcdonalds Corp

Consumer Cyclical
244
+ 10.49%
$288.47 - $316.54 $70.4K - $77.2K
2.57K $745K
EMHC
Spdr Bloomberg Emerging Market
2.88K
+ 11.8%
$23.7 - $25.01 $68.3K - $72K
27.3K $648K
ACN
Accenture PLC

Technology
105
+ 6.84%
$343.9 - $376.86 $36.1K - $39.6K
1.64K $577K
BK
Bank Of New York Mellon Corp

Financial Services
239
+ 6.99%
$70.82 - $81.87 $16.9K - $19.6K
3.66K $280K
VB
Vanguard Small Cap ETF

ETFs
127
+ 9.98%
$233.76 - $261.58 $29.7K - $33.2K
1.4K $336K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
223
+ 18.06%
$209.89 - $233.24 $46.8K - $52K
1.46K $309K
VXF
Vanguard Extended Market ETF

ETFs
93
+ 4.85%
$179.17 - $207.15 $16.7K - $19.3K
2.01K $381K
USB
Us Bancorp \De\

Financial Services
445
+ 8.94%
$43.98 - $53.66 $19.6K - $23.9K
5.42K $259K
MMM
3 M CO

Industrials
401
+ 15.55%
$124.74 - $137.12 $50K - $55K
2.98K $384K
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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