Austin Private Wealth, LLC Portfolio Holdings
Austin Private Wealth, LLC
- $941 Million
- Q2 2024
Austin Private Wealth, LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $941 Million distributed in 265 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, Vanguard Russell 1000 ETF with a value of $73.1M, Ishares Msci Usa Quality Facto with a value of $66.9M, Ishares S&P 500 Growth ETF with a value of $51.9M, and Msci Eafe Growth ETF with a value of $49.1M.
Examining the 13F form we can see an decrease of $234B in the current position value, from $235B to 941M.
Below you can find more details about Austin Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$941 Million
ETFs: $812 Million
Technology: $66.8 Million
Communication Services: $11.3 Million
Consumer Cyclical: $10.9 Million
Healthcare: $9.49 Million
Financial Services: $9.04 Million
Energy: $8.3 Million
Industrials: $4.13 Million
Other: $5.63 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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