Austin Private Wealth, LLC Portfolio Holdings
Austin Private Wealth, LLC
- $1.07 Billion
- Q4 2024
Austin Private Wealth, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.07 Billion distributed in 288 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 $127M, Ishares Msci Usa Quality Facto with a value of $75.6M, Vanguard Russell 1000 ETF with a value of $68.5M, Ishares S&P 500 Growth ETF with a value of $59.1M, and Msci Eafe Growth ETF with a value of $55M.
Examining the 13F form we can see an increase of $40M in the current position value, from $1.03B to 1.07B.
Below you can find more details about Austin Private Wealth, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 288
- Current Value $1.07 Billion
- Prior Value $1.03 Billion
- Filing
- Period Q4 2024
- Filing Date January 23, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 36 stocks
- Additional Purchases 173 stocks
- Sold out of 0 stocks
- Reduced holdings in 41 stocks