Austin Private Wealth, LLC Purchases in Q4 2025

Austin Private Wealth, LLC

  • $1.2 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
240
+ 0.39%
$22.88 - $22.95 $5.49K - $5.51K
62.2K $1.43M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
147
+ 0.42%
$22.32 - $22.47 $3.28K - $3.3K
35K $782K
WETF
Wisdom Tree Investments, Inc.

Financial Services
253
+ 2.14%
N/A
12.1K $65K
Ishares Tr
7.23K
+ 59.44%
N/A
19.4K $0
Blackrock ETF Trust
37K
+ 4.58%
N/A
845K $0
Ssga Active Tr
1.25K
+ 5.84%
N/A
22.7K $0
Ishares Bitcoin Trust ETF
109
+ 5.93%
N/A
1.95K $0
Global X Fds
12.6K
+ 6.24%
N/A
214K $0
Blackrock ETF Trust
22.4K
+ 3.13%
N/A
738K $0
Blackrock ETF Trust Ii
4.26K
+ 2.03%
N/A
214K $0
Dimensional ETF Trust
816
+ 4.49%
N/A
19K $0
Dimensional ETF Trust
3.24K
+ 8.6%
N/A
41K $0
Dimensional ETF Trust
5.93K
+ 16.62%
N/A
41.6K $0
PFE
Pfizer Inc

Healthcare
185
+ 1.2%
$24.23 - $27.37 $4.48K - $5.06K
15.6K $392K
IBHG
Ishares Tr Ibonds 2027 Term Hi
128
+ 0.42%
$22.27 - $22.52 $2.85K - $2.88K
30.4K $677K
EME
Emcor Group, Inc.

Industrials
15
+ 3.55%
$618.96 - $777.0 $9.28K - $11.7K
437 $270K
IBHH
Ishares Tr Ibonds 2028 Term Hi

ETFs
60
+ 0.26%
$23.54 - $23.83 $1.41K - $1.43K
23K $544K
KMI
Kinder Morgan, Inc.

Energy
304
+ 2.05%
$25.84 - $28.46 $7.86K - $8.65K
15.2K $415K
MET
Metlife Inc

Financial Services
246
+ 3.46%
$75.97 - $82.89 $18.7K - $20.4K
7.36K $578K
FITB
Fifth Third Bancorp

Financial Services
228
+ 2.7%
$40.36 - $44.41 $9.2K - $10.1K
8.69K $369K
SO
Southern CO

Utilities
135
+ 2.64%
$90.58 - $99.72 $12.2K - $13.5K
5.26K $476K
UBER
Uber Technologies, Inc

Technology
94
+ 2.96%
$91.62 - $100.1 $8.61K - $9.41K
3.27K $299K
VZ
Verizon Communications Inc

Communication Services
538
+ 4.35%
$38.4 - $43.83 $20.7K - $23.6K
12.9K $529K
CMCSA
Comcast Corp

Communication Services
734
+ 8.42%
$26.98 - $31.09 $19.8K - $22.8K
9.45K $257K
LMT
Lockheed Martin Corp

Industrials
7
+ 0.65%
$452.1 - $514.24 $3.16K - $3.6K
1.09K $511K
PM
Philip Morris International Inc.

Consumer Defensive
48
+ 1.28%
$144.33 - $160.86 $6.93K - $7.72K
3.81K $582K
AJG
Arthur J. Gallagher & Co.

Financial Services
190
+ 12.31%
$242.98 - $310.48 $46.2K - $59K
1.73K $448K
MO
Altria Group, Inc.

Consumer Defensive
175
+ 3.13%
$56.38 - $66.65 $9.87K - $11.7K
5.77K $335K
ADP
Automatic Data Processing Inc

Industrials
31
+ 2.69%
$250.9 - $292.94 $7.78K - $9.08K
1.18K $296K
UNH
Unitedhealth Group Inc

Healthcare
50
+ 1.81%
$320.52 - $369.92 $16K - $18.5K
2.81K $900K
PG
Procter & Gamble CO

Consumer Defensive
51
+ 0.59%
$145.5 - $153.18 $7.42K - $7.81K
8.71K $1.27M
HD
Home Depot, Inc.

Consumer Cyclical
103
+ 3.78%
$358.03 - $397.02 $36.9K - $40.9K
2.83K $1.01M
NFLX
Netflix Inc

Communication Services
6.83K
+ 730.59%
$110.29 - $1241.35 $753K - $8.48M
7.77K $856K
ORCL
Oracle Corp

Technology
25
+ 0.27%
$217.57 - $313.0 $5.44K - $7.83K
9.25K $2.03M
META
Meta Platforms, Inc.

Communication Services
93
+ 1.63%
$609.01 - $751.67 $56.6K - $69.9K
5.8K $3.53M
Activity Summary
Buys All Purchases 136 New Holdings 11 Increased Positions 125 Sells All Sells 121 Reductions 121 Sold out 0 Options Calls 23 Puts 1
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