Austin Private Wealth, LLC Sells in Q2 2025

Austin Private Wealth, LLC

  • $1.17 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
-24
- 0.81%
$92.87 - $125.73 $2.23K - $3.02K
2.94K $350K
WPC
W. P. Carey Inc.

Real Estate
-128
- 1.68%
$56.12 - $64.53 $7.18K - $8.26K
7.49K $467K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-618
- 2.51%
$21.57 - $21.99 $13.3K - $13.6K
24K $526K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-626
- 2.17%
$22.7 - $23.33 $14.2K - $14.6K
28.2K $658K
ISRG
Intuitive Surgical Inc

Healthcare
-76
- 9.56%
$451.58 - $565.94 $34.3K - $43K
719 $390K
Ishares Bitcoin Trust ETF
-170
- 1.93%
N/A
8.63K $0
LCTD
Blackrock ETF World Ex Us Carb
-109
- 1.44%
N/A
7.45K $0
UBER
Uber Technologies, Inc

Technology
-910
- 22.1%
$64.62 - $93.3 $58.8K - $84.9K
3.21K $299K
IBHI
Ishares Tr Ibonds 2029 Term Hi

ETFs
-75
- 0.64%
$22.15 - $23.69 $1.66K - $1.78K
11.6K $274K
VUG
Vanguard Growth ETF

ETFs
-150
- 13.88%
$329.49 - $438.4 $49.4K - $65.8K
931 $408K
PANW
Palo Alto Networks Inc

Technology
-751
- 13.99%
$152.44 - $204.64 $114K - $154K
4.62K $944K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.03K
- 3.09%
$26.66 - $33.09 $27.6K - $34.2K
32.4K $1.07M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-366
- 3.5%
$55.54 - $69.09 $20.3K - $25.3K
10.1K $696K
MCK
Mckesson Corp

Healthcare
-8
- 0.87%
$652.83 - $732.78 $5.22K - $5.86K
907 $664K
DIS
Walt Disney CO

Communication Services
-4
- 0.16%
$81.72 - $124.01 $327 - $496
2.5K $310K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-37
- 0.32%
$59.98 - $74.92 $2.22K - $2.77K
11.5K $858K
DELL
Dell Technologies Inc.

Technology
-782
- 13.85%
$71.63 - $125.98 $56K - $98.5K
4.86K $596K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-20
- 1.05%
$456.74 - $568.03 $9.13K - $11.4K
1.88K $1.07M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-297
- 2.97%
$108.06 - $135.3 $32.1K - $40.2K
9.71K $1.31M
VTI
Vanguard Total Stock Market Et

ETFs
-293
- 3.82%
$243.75 - $303.93 $71.4K - $89.1K
7.37K $2.24M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-115
- 3.99%
$416.06 - $551.64 $47.8K - $63.4K
2.77K $1.53M
XLK
Technology Sector Spdr

ETFs
-253
- 4.86%
$179.73 - $253.23 $45.5K - $64.1K
4.96K $1.26M
VTWO
Vanguard Russell 2000 ETF

ETFs
-2.28K
- 3.8%
$70.56 - $87.22 $161K - $199K
57.7K $5.04M
IBM
International Business Machines Corp

Technology
-146
- 2.6%
$221.03 - $294.78 $32.3K - $43K
5.48K $1.62M
INTU
Intuit Inc

Technology
-195
- 8.69%
$544.07 - $787.63 $106K - $154K
2.05K $1.61M
IVV
Ishares Core S&P 500 ETF

ETFs
-1
- 0.02%
$498.8 - $620.9 $499 - $621
4.83K $3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-93.8K
- 14.99%
$82.96 - $110.1 $7.79M - $10.3M
532K $58.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.98K
- 6.76%
$272.36 - $339.57 $1.08M - $1.35M
54.9K $18.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-20.7K
- 15.2%
$122.57 - $173.27 $2.54M - $3.59M
116K $20M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13K
- 2.58%
$32.66 - $40.75 $424K - $529K
490K $19.8M
NVDA
Nvidia Corp

Technology
-76
- 0.1%
$94.31 - $157.99 $7.17K - $12K
79.4K $12.5M
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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