Austin Wealth Management, LLC Purchases in Q1 2025

Austin Wealth Management, LLC

  • $499 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
3.72K
+ 1.44%
$52.19 - $61.89 $194K - $230K
262K $17.3B
DFAI
Dimensional ETF Tr

ETFs
79.2K
+ 19.97%
$28.88 - $32.4 $2.29M - $2.56M
476K $15.2B
DFAU
Dimensional ETF Tr

ETFs
168K
+ 19.51%
$37.84 - $42.29 $6.34M - $7.08M
1.03M $38.5B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
34.6K
+ 83.37%
$51.26 - $52.53 $1.77M - $1.82M
76.1K $3.87B
DFAE
Dimensional ETF Tr

ETFs
59.4K
+ 16.29%
$24.64 - $26.86 $1.46M - $1.59M
424K $11B
AVIV
American Centy ETF Tr Avantis
18K
+ 14.77%
$51.51 - $58.54 $926K - $1.05M
140K $8.09B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
41K
+ 6.82%
$47.35 - $48.24 $1.94M - $1.98M
642K $30.2B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
74.3K
+ 19.7%
$24.88 - $26.85 $1.85M - $2M
452K $11.4B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
30.4K
+ 12.61%
$40.79 - $42.32 $1.24M - $1.29M
271K $11.3B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
24.9K
+ 7.26%
$38.99 - $40.37 $972K - $1.01M
368K $14.7B
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
6.89K
+ 2.74%
$29.14 - $32.97 $201K - $227K
258K $8.52B
AVES
American Centy ETF Tr Avantis

ETFs
16.9K
+ 15.22%
$44.71 - $48.65 $754K - $821K
128K $6.09B
SPYC
Simplify Exchange Traded Fds U
59.9K
+ 8.95%
N/A
729K $26.6B
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $797M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.55K
+ 80.32%
$507.05 - $563.67 $784K - $872K
3.47K $1.74B
NFRA
Flexshares Stoxx Global Broad

ETFs
3.63K
+ 2.84%
$53.37 - $57.8 $194K - $210K
131K $7.68B
AVRE
American Centy ETF Tr Avantis
14.9K
+ 25.26%
$40.62 - $44.31 $607K - $662K
74.1K $3.16B
MSFT
Microsoft Corp

Technology
2.01K
+ 69.37%
$375.39 - $447.2 $756K - $900K
4.92K $1.9B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.15K
+ 3.17%
$114.57 - $118.14 $361K - $372K
103K $12.1B
Ea Series Trust
5.05K
+ 172.81%
N/A
7.97K $706M
AVGE
American Centy ETF Tr Avantis
7.58K
+ 33.36%
N/A
30.3K $2.13B
NVCT
Nuvectis Pharma, Inc.

Healthcare
40.3K
New
$5.37 - $10.46 $216K - $421K
40.3K $441M
GUNR
Flexshares Tr Morningstar Glob

ETFs
11K
+ 8.32%
$36.6 - $39.56 $402K - $435K
143K $5.48B
AVLV
American Centy ETF Tr Avantis
27.9K
+ 14.68%
$63.51 - $70.42 $1.77M - $1.97M
218K $13.6B
RAAX
Vaneck ETF Trust Inflation All

ETFs
8.28K
+ 15.54%
$28.3 - $30.43 $234K - $252K
61.5K $1.85B
Ishares Bitcoin Trust ETF
5.25K
New
N/A
5.25K $280M
AGI
Alamos Gold Inc

Basic Materials
9.45K
New
$18.69 - $26.74 $177K - $253K
9.45K $267M
AVDV
American Centy ETF Tr Avantis

ETFs
2.4K
+ 19.46%
$63.74 - $71.96 $153K - $173K
14.7K $1.05B
MPLX
Mplx LP

Energy
4.76K
New
$47.88 - $54.65 $228K - $260K
4.76K $250M
LLY
Eli Lilly & CO

Healthcare
280
New
$725.72 - $929.72 $203K - $260K
280 $241M
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
10.8K
+ 4.06%
$18.41 - $19.64 $200K - $213K
278K $5.26B
KO
Coca Cola CO

Consumer Defensive
3.2K
New
$60.81 - $72.32 $195K - $232K
3.2K $232M
TJX
Tjx Companies Inc

Consumer Cyclical
1.74K
New
$112.81 - $126.16 $196K - $220K
1.74K $220M
GILD
Gilead Sciences, Inc.

Healthcare
1.99K
New
$89.14 - $117.41 $178K - $234K
1.99K $212M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
3.87K
New
$47.39 - $54.26 $183K - $210K
3.87K $205M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 42.35%
$192.82 - $222.1 $282K - $325K
4.91K $945M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 0.85%
$442.66 - $534.52 $8.41K - $10.2K
2.26K $1.2B
PHYL
Pgim ETF Tr

ETFs
4.29K
+ 57.03%
$34.67 - $35.44 $149K - $152K
11.8K $409M
COST
Costco Wholesale Corp

Consumer Defensive
118
+ 15.25%
$890.62 - $1076.86 $105K - $127K
892 $870M
American Centy ETF Tr
2.54K
+ 54.69%
N/A
7.2K $430M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
1.68K
+ 7.21%
$24.1 - $27.73 $40.5K - $46.6K
25K $695M
MCD
Mcdonalds Corp

Consumer Cyclical
202
+ 22.82%
$279.74 - $321.29 $56.5K - $64.9K
1.09K $344M
JNJ
Johnson & Johnson

Healthcare
418
+ 26.64%
$142.06 - $167.7 $59.4K - $70.1K
1.99K $308M
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
10.7K
New
$5.93 - $6.2 $63.7K - $66.6K
10.7K $61.8M
ABT
Abbott Laboratories

Healthcare
134
+ 6.28%
$111.1 - $140.22 $14.9K - $18.8K
2.27K $293M
JPM
Jpmorgan Chase & CO

Financial Services
189
+ 17.39%
$225.19 - $279.95 $42.6K - $52.9K
1.28K $312M
WMT
Walmart Inc.

Consumer Defensive
117
+ 2.67%
$84.5 - $105.05 $9.89K - $12.3K
4.49K $431M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
349
+ 4.78%
$39.65 - $43.35 $13.8K - $15.1K
7.65K $321M
Linde PLC
37
+ 7.72%
N/A
516 $232M
Activity Summary
Buys All Purchases 79 New Holdings 11 Increased Positions 68 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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