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
RWR
Spdr Dow Jones Reit ETF

ETFs
29
+ 1.18%
$97.84 - $108.61 $2.84K - $3.15K
2.48K $245K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
39
+ 0.45%
$88.59 - $94.57 $3.46K - $3.69K
8.68K $770K
WPC
W. P. Carey Inc.

Real Estate
566
+ 8.04%
$53.44 - $61.33 $30.2K - $34.7K
7.61K $414K
AMGN
Amgen Inc

Healthcare
473
+ 19.87%
$258.78 - $328.31 $122K - $155K
2.85K $743K
ASML
Asml Holding Nv

Technology
51
+ 12.06%
$658.43 - $872.27 $33.6K - $44.5K
474 $328K
TMO
Thermo Fisher Scientific Inc.

Healthcare
84
+ 11.97%
$501.29 - $612.85 $42.1K - $51.5K
786 $408K
EMB
Ishares Tr

ETFs
724
+ 3.46%
$88.94 - $93.46 $64.4K - $67.7K
21.6K $1.93M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14.8K
+ 194.04%
$26.93 - $84.95 $399K - $1.26M
22.5K $613K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
442
+ 2.79%
$33.39 - $37.66 $14.8K - $16.6K
16.3K $543K
DHR
Danaher Corp

Healthcare
198
+ 12.01%
$226.16 - $274.52 $44.8K - $54.4K
1.85K $423K
COP
Conocophillips

Energy
131
+ 1.65%
$95.12 - $114.72 $12.5K - $15K
8.09K $802K
EFX
Equifax Inc

Industrials
18
+ 1.68%
$245.03 - $293.5 $4.41K - $5.28K
1.09K $277K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
314
+ 0.73%
$45.38 - $46.88 $14.2K - $14.7K
43.3K $1.97M
AFL
Aflac Inc

Financial Services
53
+ 0.97%
$100.37 - $115.27 $5.32K - $6.11K
5.54K $572K
LMT
Lockheed Martin Corp

Industrials
116
+ 11.31%
$479.66 - $614.62 $55.6K - $71.3K
1.14K $554K
PSX
Phillips 66

Energy
57
+ 1.97%
$110.35 - $138.93 $6.29K - $7.92K
2.95K $335K
AMAT
Applied Materials Inc

Technology
168
+ 7.16%
$161.44 - $213.89 $27.1K - $35.9K
2.52K $409K
MCHP
Microchip Technology Inc

Technology
33
+ 0.7%
$55.51 - $79.05 $1.83K - $2.61K
4.77K $273K
ELV
Elevance Health, Inc.

Healthcare
29
+ 1.47%
$365.96 - $514.62 $10.6K - $14.9K
2K $737K
MUB
Ishares National Muni Bond ETF

ETFs
309
+ 0.1%
$105.78 - $108.7 $32.7K - $33.6K
312K $33.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.81K
+ 5.96%
$87.1 - $98.49 $681K - $770K
139K $12.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.08K
+ 0.69%
$44.04 - $49.49 $91.6K - $103K
305K $13.4M
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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