Austin Private Wealth, LLC Incresed Positions in Q2 2025

Austin Private Wealth, LLC

  • $1.17 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBHE
Ishares Ibonds 2025 Term High

ETFs
3.25K
+ 23.38%
$22.98 - $23.27 $74.7K - $75.6K
17.1K $398K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
323
+ 6.29%
$86.05 - $107.7 $27.8K - $34.8K
5.46K $587K
C
Citigroup Inc

Financial Services
299
+ 9.64%
$58.13 - $85.12 $17.4K - $25.5K
3.4K $289K
KO
Coca Cola CO

Consumer Defensive
964
+ 13.71%
$68.37 - $73.9 $65.9K - $71.2K
8K $565K
USB
Us Bancorp \De\

Financial Services
883
+ 13.75%
$36.4 - $45.76 $32.1K - $40.4K
7.31K $330K
LHX
L3 Harris Technologies, Inc.

Industrials
67
+ 6.86%
$200.21 - $256.99 $13.4K - $17.2K
1.04K $261K
GD
General Dynamics Corp

Industrials
71
+ 3.92%
$247.68 - $291.66 $17.6K - $20.7K
1.88K $549K
SCHW
Schwab Charles Corp

Financial Services
154
+ 5.16%
$69.06 - $91.24 $10.6K - $14.1K
3.14K $286K
CMI
Cummins Inc

Industrials
110
+ 12.26%
$267.12 - $336.65 $29.4K - $37K
1.01K $329K
GII
Spdr S&P Global Infrasture ETF

ETFs
284
+ 5.38%
$57.32 - $67.33 $16.3K - $19.1K
5.56K $374K
BK
Bank Of New York Mellon Corp

Financial Services
200
+ 5.35%
$73.31 - $91.62 $14.7K - $18.3K
3.94K $358K
ABT
Abbott Laboratories

Healthcare
257
+ 11.52%
$123.95 - $138.08 $31.9K - $35.5K
2.49K $338K
ACN
Accenture PLC

Technology
214
+ 12.68%
$279.23 - $323.21 $59.8K - $69.2K
1.9K $568K
MMM
3 M CO

Industrials
133
+ 4.27%
$126.09 - $154.15 $16.8K - $20.5K
3.25K $494K
KMI
Kinder Morgan, Inc.

Energy
789
+ 6.07%
$25.21 - $29.4 $19.9K - $23.2K
13.8K $405K
LAMR
Lamar Advertising CO

Real Estate
164
+ 7.87%
$102.35 - $121.67 $16.8K - $20K
2.25K $272K
SO
Southern CO

Utilities
385
+ 6.57%
$84.91 - $92.56 $32.7K - $35.6K
6.24K $573K
NSC
Norfolk Southern Corp

Industrials
56
+ 5.39%
$206.34 - $257.46 $11.6K - $14.4K
1.1K $280K
MET
Metlife Inc

Financial Services
400
+ 6.54%
$68.42 - $82.49 $27.4K - $33K
6.52K $524K
CWB
Spdr Bloomberg Convertible Sec

ETFs
151
+ 4.87%
$71.86 - $82.66 $10.9K - $12.5K
3.25K $268K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
177
+ 3.05%
$36.45 - $42.47 $6.45K - $7.52K
5.98K $251K
PEG
Public Service Enterprise Group Inc

Utilities
247
+ 7.98%
$77.13 - $84.18 $19.1K - $20.8K
3.34K $281K
LMT
Lockheed Martin Corp

Industrials
21
+ 2.06%
$430.82 - $486.45 $9.05K - $10.2K
1.04K $481K
ITW
Illinois Tool Works Inc

Industrials
110
+ 9.14%
$218.41 - $252.43 $24K - $27.8K
1.31K $324K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
872
+ 13.69%
$31.07 - $32.25 $27.1K - $28.1K
7.24K $229K
ADP
Automatic Data Processing Inc

Industrials
60
+ 5.63%
$276.76 - $326.81 $16.6K - $19.6K
1.13K $347K
PRU
Prudential Financial Inc

Financial Services
369
+ 8.1%
$95.12 - $112.71 $35.1K - $41.6K
4.93K $529K
WMB
Williams Companies, Inc.

Energy
137
+ 3.27%
$54.33 - $62.87 $7.44K - $8.61K
4.33K $271K
PNC
Pnc Financial Services Group, Inc.

Financial Services
31
+ 2.25%
$149.76 - $186.42 $4.64K - $5.78K
1.41K $262K
TJX
Tjx Companies Inc

Consumer Cyclical
134
+ 5.57%
$119.13 - $135.03 $16K - $18.1K
2.54K $313K
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
CMCSA
Comcast Corp

Communication Services
498
+ 6.46%
$32.84 - $36.72 $16.4K - $18.3K
8.21K $292K
ABBV
Abb Vie Inc.

Healthcare
585
+ 13.94%
$170.16 - $206.27 $99.5K - $121K
4.78K $887K
AAL
American Airlines Group Inc.

Industrials
719
+ 1.33%
N/A
54.6K $602K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
294
+ 0.36%
$22.54 - $23.17 $6.63K - $6.81K
81.5K $1.87M
SBUX
Starbucks Corp

Consumer Cyclical
221
+ 9.98%
$79.69 - $99.41 $17.6K - $22K
2.44K $223K
MDT
Medtronic PLC

Healthcare
206
+ 4.7%
$80.68 - $88.86 $16.6K - $18.3K
4.59K $399K
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
AEP
American Electric Power CO Inc

Utilities
136
+ 5.44%
$98.59 - $109.11 $13.4K - $14.8K
2.63K $273K
DHR
Danaher Corp

Healthcare
76
+ 4.1%
$174.64 - $205.16 $13.3K - $15.6K
1.93K $381K
Ssga Active Tr
2K
+ 9.99%
N/A
22K $0
Dimensional ETF Trust
29.3K
+ 520.11%
N/A
34.9K $0
Lam Research Corp
138
+ 5.38%
N/A
2.7K $0
Dimensional ETF Trust
6.01K
+ 22.89%
N/A
32.2K $0
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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