Austin Private Wealth, LLC New Holdings in Q1 2025

Austin Private Wealth, LLC

  • $1.08 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLG
Invesco Exchange Traded Fd Tr

ETFs
331K
New
$45.72 - $51.73 $15.1M - $17.1M
331K $15.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
248K
New
$34.83 - $37.52 $8.63M - $9.3M
248K $8.99M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
113K
New
$21.73 - $23.02 $2.45M - $2.59M
113K $2.54M
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
57.4K
New
$39.53 - $46.13 $2.27M - $2.65M
57.4K $2.52M
RWO
Spdr Dow Jones Global Real Est

ETFs
35.8K
New
$41.41 - $45.24 $1.48M - $1.62M
35.8K $1.56M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
24.6K
New
$24.73 - $25.62 $608K - $630K
24.6K $628K
AVLV
American Centy ETF Tr Avantis
6.63K
New
$63.51 - $70.42 $421K - $467K
6.63K $432K
GII
Spdr S&P Global Infrasture ETF

ETFs
5.28K
New
$58.92 - $62.25 $311K - $328K
5.28K $327K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
11.5K
New
$25.44 - $27.95 $294K - $323K
11.5K $312K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
12.3K
New
$24.27 - $26.2 $300K - $323K
12.3K $311K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
7.03K
New
$40.79 - $42.32 $287K - $298K
7.03K $295K
CMI
Cummins Inc

Industrials
897
New
$312.92 - $386.07 $281K - $346K
897 $281K
EBAY
Ebay Inc

Consumer Cyclical
3.62K
New
$61.61 - $70.93 $223K - $257K
3.62K $245K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.38K
New
$168.84 - $202.89 $232K - $279K
1.38K $242K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.1K
New
$75.99 - $81.58 $236K - $253K
3.1K $237K
SCHW
Schwab Charles Corp

Financial Services
2.98K
New
$71.24 - $83.64 $212K - $249K
2.98K $233K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
5.8K
New
$34.34 - $38.51 $199K - $223K
5.8K $222K
SBUX
Starbucks Corp

Consumer Cyclical
2.22K
New
$91.75 - $115.81 $203K - $257K
2.22K $217K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
6.37K
New
$32.39 - $34.01 $206K - $217K
6.37K $206K
LHX
L3 Harris Technologies, Inc.

Industrials
976
New
$194.65 - $222.86 $190K - $218K
976 $204K
AON
Aon PLC

Financial Services
505
New
$348.44 - $409.32 $176K - $207K
505 $201K
EMN
Eastman Chemical CO

Basic Materials
2.28K
New
$87.05 - $103.47 $198K - $236K
2.28K $200K
NVO
Novo Nordisk A S

Healthcare
2.75K
New
$69.3 - $90.95 $191K - $250K
2.75K $191K
LBRT
Liberty Energy Inc.

Energy
11.5K
New
$14.13 - $23.12 $162K - $266K
11.5K $181K
WETF
Wisdom Tree Investments, Inc.

Financial Services
10.9K
New
N/A
10.9K $59K
Dimensional ETF Trust
12.2K
New
N/A
12.2K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
275K
New
N/A
275K $0
Ssga Active Tr
20K
New
N/A
20K $0
Dimensional ETF Trust
26.2K
New
N/A
26.2K $0
Dimensional ETF Trust
5.62K
New
N/A
5.62K $0
Activity Summary
Buys All Purchases 184 New Holdings 31 Increased Positions 153 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 17 Puts 0
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