Austin Wealth Management, LLC Incresed Positions in Q4 2024

Austin Wealth Management, LLC

  • $482 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
119
+ 15.54%
$288.47 - $316.54 $34.3K - $37.7K
885 $249M
American Centy ETF Tr
195
+ 4.38%
N/A
4.65K $291M
ABT
Abbott Laboratories

Healthcare
83
+ 4.05%
$111.93 - $119.39 $9.29K - $9.91K
2.13K $242M
PG
Procter & Gamble CO

Consumer Defensive
118
+ 7.03%
$161.05 - $179.7 $19K - $21.2K
1.8K $289M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
566
+ 9.17%
$38.37 - $42.82 $21.7K - $24.2K
6.74K $258M
TXN
Texas Instruments Inc

Technology
51
+ 3.22%
N/A
1.64K $315M
Linde PLC
24
+ 5.27%
N/A
479 $209M
JNJ
Johnson & Johnson

Healthcare
98
+ 6.66%
$143.34 - $165.86 $14K - $16.3K
1.57K $231M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
329
+ 3.31%
N/A
10.3K $209M
GD
General Dynamics Corp

Industrials
42
+ 5.36%
$260.28 - $314.03 $10.9K - $13.2K
826 $220M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
12
+ 0.05%
$24.04 - $26.75 $288 - $321
23.3K $573M
NEE
Nextera Energy Inc

Utilities
123
+ 3.39%
$69.77 - $85.43 $8.58K - $10.5K
3.75K $265M
XOM
Exxon Mobil Corp

Energy
182
+ 2.73%
$105.51 - $125.37 $19.2K - $22.8K
6.86K $770M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.8K
+ 136.06%
$22.4 - $68.28 $243K - $740K
18.8K $446M
AVES
American Centy ETF Tr Avantis

ETFs
10.7K
+ 10.7%
$46.2 - $53.09 $495K - $569K
111K $5.08B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
8.25K
+ 2.46%
$39.3 - $41.34 $324K - $341K
343K $13.5B
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.12K
+ 3.21%
$36.15 - $41.9 $149K - $173K
132K $5.05B
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
2.33K
+ 0.94%
$29.53 - $32.06 $68.9K - $74.8K
251K $7.5B
NFRA
Flexshares Stoxx Global Broad

ETFs
1.82K
+ 1.45%
$54.11 - $59.58 $98.5K - $108K
128K $7.02B
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
2.64K
+ 1.0%
$19.02 - $21.27 $50.3K - $56.2K
267K $5.02B
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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