Austin Wealth Management, LLC Purchases in Q4 2024

Austin Wealth Management, LLC

  • $482 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
151K
+ 21.26%
$39.27 - $42.38 $5.91M - $6.38M
859K $35.6B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
73.5K
+ 52.13%
$91.29 - $91.8 $6.71M - $6.74M
214K $19.6B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
25.4K
+ 26.34%
$99.0 - $99.5 $2.51M - $2.52M
122K $12.1B
AVLV
American Centy ETF Tr Avantis
18.2K
+ 10.59%
$65.51 - $71.22 $1.19M - $1.3M
190K $13.2B
SPYC
Simplify Exchange Traded Fds U
23.6K
+ 3.66%
N/A
669K $25.8B
DFAI
Dimensional ETF Tr

ETFs
62.8K
+ 18.81%
$29.0 - $31.6 $1.82M - $1.98M
396K $11.7B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
57.5K
+ 17.98%
$26.01 - $28.19 $1.5M - $1.62M
377K $10.1B
AVGE
American Centy ETF Tr Avantis
10.5K
+ 85.89%
N/A
22.7K $1.68B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
27.5K
+ 12.87%
$41.17 - $43.34 $1.13M - $1.19M
241K $9.95B
GLDM
World Gold Trust

ETFs
9.63K
+ 3.87%
$50.76 - $55.23 $489K - $532K
258K $13.8B
AMZN
Amazon Com Inc

Consumer Cyclical
647
+ 5.5%
$180.88 - $232.93 $117K - $151K
12.4K $2.8B
TPL
Texas Pacific Land Corp

Energy
1
+ 0.07%
$915.49 - $1730.0 $915 - $1.73K
1.34K $1.9B
AAPL
Apple Inc.

Technology
2.12K
+ 8.8%
$221.69 - $259.02 $471K - $550K
26.3K $6.04B
TSLA
Tesla, Inc.

Consumer Cyclical
319
+ 13.14%
$213.65 - $479.86 $68.2K - $153K
2.75K $1.17B
NVDA
Nvidia Corp

Technology
1.79K
+ 13.14%
$117.0 - $148.88 $209K - $266K
15.4K $2.12B
DFAE
Dimensional ETF Tr

ETFs
44.8K
+ 14.02%
$25.36 - $28.15 $1.14M - $1.26M
364K $9.26B
RAAX
Vaneck ETF Trust Inflation All

ETFs
13.2K
+ 32.93%
$27.92 - $30.39 $368K - $401K
53.3K $1.57B
AVIV
American Centy ETF Tr Avantis
11.2K
+ 10.13%
$51.24 - $55.81 $573K - $624K
122K $6.41B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.29K
+ 59.67%
$198.04 - $221.51 $255K - $286K
3.45K $741M
TBUX
T Rowe Price Exchange Traded F

ETFs
6.28K
+ 7.1%
$49.52 - $49.88 $311K - $313K
94.6K $4.71B
VBR
Vanguard Small Cap Value ETF

ETFs
1.37K
+ 77.26%
$197.36 - $217.3 $270K - $297K
3.13K $641M
JPM
Jpmorgan Chase & CO

Financial Services
1.09K
New
$205.18 - $250.29 $223K - $272K
1.09K $282M
AVUV
American Centy ETF Tr Avantis

ETFs
1.72K
+ 8.36%
$94.37 - $106.41 $162K - $182K
22.2K $2.21B
KOMP
Spdr S&P Kensho New Economies

ETFs
2.41K
+ 6.91%
$48.59 - $54.76 $117K - $132K
37.2K $1.95B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
5.48K
New
$47.26 - $48.18 $259K - $264K
5.48K $260M
Ea Series Trust
2.92K
New
N/A
2.92K $256M
AVGO
Broadcom Inc.

Technology
575
+ 32.67%
$159.67 - $250.0 $91.8K - $144K
2.34K $554M
GOOG
Alphabet Inc.

Communication Services
236
+ 3.51%
$163.08 - $198.16 $38.5K - $46.8K
6.95K $1.37B
GOOGL
Alphabet Inc.

Communication Services
326
+ 5.29%
$161.86 - $196.66 $52.8K - $64.1K
6.49K $1.27B
V
Visa Inc.

Financial Services
723
New
$273.87 - $320.91 $198K - $232K
723 $231M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
740
New
$278.19 - $315.36 $206K - $233K
740 $218M
VGT
Vanguard Information Technolog

ETFs
157
+ 6.73%
$571.78 - $647.97 $89.8K - $102K
2.49K $1.56B
META
Meta Platforms, Inc.

Communication Services
245
+ 16.06%
$554.08 - $632.68 $136K - $155K
1.77K $1.09B
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.28K
+ 11.49%
$51.58 - $52.91 $221K - $226K
41.5K $2.14B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
13K
+ 2.21%
$47.65 - $48.6 $619K - $632K
601K $28.7B
MSFT
Microsoft Corp

Technology
309
+ 11.92%
$406.35 - $454.46 $126K - $140K
2.9K $1.25B
DFIP
Dimensional ETF Tr Inflation P

ETFs
11.7K
+ 5.56%
$40.31 - $42.43 $471K - $496K
222K $9.04B
VTI
Vanguard Total Stock Market Et

ETFs
13
+ 0.17%
$280.04 - $302.45 $3.64K - $3.93K
7.57K $2.24B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
137
+ 6.53%
$442.29 - $483.08 $60.6K - $66.2K
2.24K $1.05B
AXP
American Express CO

Financial Services
129
+ 10.36%
$267.35 - $305.57 $34.5K - $39.4K
1.37K $429M
SPY
Spdr S&P 500 ETF Trust

ETFs
34
+ 1.45%
$567.81 - $607.81 $19.3K - $20.7K
2.38K $1.42B
WMT
Walmart Inc.

Consumer Defensive
458
+ 11.69%
$79.1 - $95.7 $36.2K - $43.8K
4.38K $402M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.6K
+ 3.76%
$115.08 - $119.55 $414K - $430K
99.4K $11.5B
PRF
Invesco Exchange Traded Fd Tr

ETFs
591
+ 2.41%
$40.15 - $42.9 $23.7K - $25.4K
25.1K $1.04B
AVRE
American Centy ETF Tr Avantis
6.51K
+ 12.36%
$41.03 - $46.91 $267K - $305K
59.1K $2.49B
CSCO
Cisco Systems, Inc.

Technology
209
+ 4.13%
$52.45 - $60.02 $11K - $12.5K
5.27K $317M
AVDV
American Centy ETF Tr Avantis

ETFs
1.5K
+ 13.81%
$63.85 - $70.4 $95.6K - $105K
12.3K $801M
IVV
Ishares Core S&P 500 ETF

ETFs
30
+ 3.18%
$570.51 - $610.59 $17.1K - $18.3K
974 $585M
FNDA
Schwab Fundamental U S Small C

ETFs
69.9K
+ 93.14%
$29.26 - $59.11 $2.05M - $4.13M
145K $4.42B
Activity Summary
Buys All Purchases 76 New Holdings 5 Increased Positions 71 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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