Austin Wealth Management, LLC Purchases and Sells in Q1 2025

Austin Wealth Management, LLC

$499 Billion
Q1 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	3.72K + 1.44%	$52.19 - $61.89 $194K - $230K	262K $17.3B
DFAI	79.2K + 19.97%	$28.88 - $32.4 $2.29M - $2.56M	476K $15.2B
DFAU	168K + 19.51%	$37.84 - $42.29 $6.34M - $7.08M	1.03M $38.5B
MUNI	34.6K + 83.37%	$51.26 - $52.53 $1.77M - $1.82M	76.1K $3.87B
DFAE	59.4K + 16.29%	$24.64 - $26.86 $1.46M - $1.59M	424K $11B
AVIV	18K + 14.77%	$51.51 - $58.54 $926K - $1.05M	140K $8.09B

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $797M
NVCT	40.3K New	$5.37 - $10.46 $216K - $421K	40.3K $441M
ISHARES BITCOIN TRUST ETF	5.25K New	N/A	5.25K $280M
AGI	9.45K New	$18.69 - $26.74 $177K - $253K	9.45K $267M
MPLX	4.76K New	$47.88 - $54.65 $228K - $260K	4.76K $250M
LLY	280 New	$725.72 - $929.72 $203K - $260K	280 $241M

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	-92K - 7.83%	$32.42 - $36.13 $2.98M - $3.32M	1.08M $34.7B
BIL	-11.3K - 5.26%	$91.45 - $91.75 $1.03M - $1.04M	203K $18.6B
FNDA	-10.7K - 7.4%	$26.87 - $30.99 $288K - $332K	134K $3.52B
SPY	-1.33K - 55.9%	$551.42 - $612.93 $734K - $816K	1.05K $574M
EPD	-15.3K - 67.35%	$31.75 - $34.14 $485K - $521K	7.4K $232M
DFAR	-15.4K - 6.57%	$22.35 - $24.52 $343K - $377K	219K $5.01B

Activity Summary All Purchases 79 New Holdings 11 Increased Positions 68 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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