Austin Private Wealth, LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.08 Billion distributed in 301 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $119M, Ishares Msci Usa Quality Facto with a value of $75.2M, Ishares S&P 500 Growth ETF with a value of $58.1M, Blackrock ETF Tr U S Equity Fa with a value of $51.5M, and Vanguard Russell 1000 ETF with a value of $47.2M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $1.07B to 1.08B.
Below you can find more details about Austin Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.08 Billion
ETFs: $942 Million
Technology: $56.8 Million
Financial Services: $14.3 Million
Communication Services: $12.2 Million
Healthcare: $11.5 Million
Consumer Cyclical: $11.1 Million
Energy: $9.54 Million
Industrials: $7.76 Million
Other: $9.47 Million
Stock Holdings Table Market Cap. of $200 Billions or more
