Austin Private Wealth, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.03 Billion distributed in 280 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 $124M, Ishares Msci Usa Quality Facto with a value of $74.4M, Vanguard Russell 1000 ETF with a value of $74.2M, Ishares S&P 500 Growth ETF with a value of $54.6M, and Msci Eafe Growth ETF with a value of $51.3M.
Examining the 13F form we can see an increase of $84.9M in the current position value, from $941M to 1.03B.
Below you can find more details about Austin Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.03 Billion
ETFs: $887 Million
Technology: $66.5 Million
Communication Services: $11.4 Million
Consumer Cyclical: $11 Million
Healthcare: $11 Million
Financial Services: $10.9 Million
Energy: $10.1 Million
Industrials: $5.89 Million
Other: $8.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
