Austin Private Wealth, LLC New Holdings in Q4 2024

Austin Private Wealth, LLC

  • $1.07 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
153K
New
$89.97 - $98.59 $13.8M - $15.1M
153K $14.6M
PLTR
Palantir Technologies Inc.

Technology
122K
New
$36.46 - $82.38 $4.44M - $10M
122K $9.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
118K
New
$33.92 - $36.6 $4.01M - $4.33M
118K $4.1M
GLDM
World Gold Trust

ETFs
72.7K
New
$50.76 - $55.23 $3.69M - $4.02M
72.7K $3.78M
DUHP
Dimensional ETF Tr Dimensional

ETFs
29.9K
New
$33.62 - $35.69 $1.01M - $1.07M
29.9K $1.01M
DFSV
Dimensional ETF Tr Dimensional

ETFs
32.2K
New
$30.18 - $33.87 $972K - $1.09M
32.2K $990K
DFIC
Dimensional ETF Tr Dimensional

ETFs
33.5K
New
$25.61 - $28.0 $858K - $939K
33.5K $866K
PHYL
Pgim ETF Tr

ETFs
21.7K
New
$34.74 - $35.59 $755K - $773K
21.7K $754K
SPIB
Spdr Portfolio Intermediate Te

ETFs
16.2K
New
$32.65 - $33.68 $529K - $546K
16.2K $530K
WFC
Wells Fargo & Company

Financial Services
6.27K
New
$54.98 - $77.35 $345K - $485K
6.27K $440K
DE
Deere & CO

Industrials
782
New
$389.45 - $466.0 $305K - $364K
782 $331K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
12.6K
New
$26.16 - $28.82 $328K - $362K
12.6K $328K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
13.3K
New
$22.71 - $23.47 $302K - $313K
13.3K $303K
DIHP
Dimensional ETF Tr Dimensional

ETFs
11.7K
New
$25.15 - $27.57 $294K - $322K
11.7K $295K
DIS
Walt Disney CO

Communication Services
2.57K
New
$92.39 - $117.6 $237K - $302K
2.57K $285K
DISV
Dimensional ETF Tr Dimensional

ETFs
10.5K
New
$26.18 - $28.77 $275K - $302K
10.5K $278K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
12.9K
New
$21.25 - $22.07 $273K - $284K
12.9K $274K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
10.3K
New
$24.61 - $25.12 $254K - $260K
10.3K $255K
MO
Altria Group, Inc.

Consumer Defensive
4.69K
New
$49.06 - $57.74 $230K - $271K
4.69K $245K
SHOP
Shopify Inc.

Technology
2.24K
New
$78.14 - $119.49 $175K - $268K
2.24K $238K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
540
New
$417.69 - $450.94 $226K - $244K
540 $229K
SYK
Stryker Corp

Healthcare
629
New
$345.14 - $392.15 $217K - $247K
629 $226K
ETR
Entergy Corp

Utilities
2.94K
New
$73.19 - $156.4 $215K - $460K
2.94K $223K
WMB
Williams Companies, Inc.

Energy
4.09K
New
$46.37 - $59.74 $190K - $244K
4.09K $221K
NSC
Norfolk Southern Corp

Industrials
939
New
$230.6 - $277.0 $217K - $260K
939 $220K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
9K
New
$23.22 - $23.84 $209K - $214K
9K $210K
PGR
Progressive Corp

Financial Services
839
New
$239.6 - $268.88 $201K - $226K
839 $201K
MU
Micron Technology Inc

Technology
1.53K
New
$84.16 - $113.41 $129K - $174K
1.53K $128K
IWM
Ishares Russell 2000 ETF

ETFs
568
New
$216.13 - $242.4 $123K - $138K
568 $125K
Dimensional ETF Trust
17.9K
New
N/A
17.9K $0
Spdr Ser Tr
17.9K
New
N/A
17.9K $0
Blackrock Inc
513
New
N/A
513 $0
America Movil Sab De Cv
10.2K
New
N/A
10.2K $0
Ishares Bitcoin Trust ETF
8.59K
New
N/A
8.59K $0
Lam Research Corp
3.1K
New
N/A
3.1K $0
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
Track This Portfolio

Track Austin Private Wealth, LLC Portfolio

Follow Austin Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Austin Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Austin Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email