HoldingsChannel.com
Austin Private Wealth LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD SCOTTSDALE FDS (VONE) 338,285 +307,479 $39,661
     VONE338,285+307,479$39,661
VANGUARD SCOTTSDALE FDS (VTWO) 224,979 +198,395 $20,745
     VTWO224,979+198,395$20,745
VANGUARD INDEX FDS (VNQ) 229,970 +33,096 $16,063
     VNQ229,970+33,096$16,063
ISHARES TR (IWB) 102,871 -214,122 $14,559
     IWB102,871-214,122$14,559
ISHARES TR (EFAV) 202,976 +15,993 $12,595
     EFAV202,976+15,993$12,595
ISHARES TR (SCZ) 170,600 +15,330 $7,648
     SCZ170,600+15,330$7,648
ISHARES TR (IWM) 41,871 -119,729 $4,793
     IWM41,871-119,729$4,793
ISHARES TR (EFG) 56,955 +19,260 $4,050
     EFG56,955+19,260$4,050
SPDR SER TR (SDY) 42,626 -1,423 $3,404
     SDY42,626-1,423$3,404
ISHARES TR (ACWI) 38,358 +9,918 $2,400
     ACWI38,358+9,918$2,400
APPLE INC 8,917 -122 $2,267
     AAPL8,917-122$2,267
ISHARES TR (GOVT) 80,429 +11,737 $2,253
     GOVT80,429+11,737$2,253
SPDR SER TR (SPLG) 72,684 +23,924 $2,199
     SPLG72,684+23,924$2,199
VANGUARD INTL EQUITY INDEX F (VWO) 62,272 +22,283 $2,089
     VWO62,272+22,283$2,089
ISHARES TR (PFF) 63,692 +27,834 $2,028
     PFF63,692+27,834$2,028
VANGUARD INDEX FDS (VTI) 13,211 -8,387 $1,703
     VTI13,211-8,387$1,703
VANGUARD SPECIALIZED FUNDS (VIG) 16,268 +6,604 $1,682
     VIG16,268+6,604$1,682
ISHARES TR (QUAL) 17,307 +2,231 $1,403
     QUAL17,307+2,231$1,403
FIRST TR MORNINGSTAR DIVID L (FDL) 58,985 +1,913 $1,317
     FDL58,985+1,913$1,317
MICROSOFT CORP 8,066 +273 $1,272
     MSFT8,066+273$1,272
ISHARES TR (IVV) 4,067 -24 $1,051
     IVV4,067-24$1,051
AMAZON COM INC 500 +44 $975
     AMZN500+44$975
ISHARES TR (ESGU) 16,327 +16,327 $939
     ESGU16,327+16,327$939
VANGUARD STAR FDS (VXUS) 19,998 -11,705 $839
     VXUS19,998-11,705$839
ISHARES U S ETF TR (NEAR) 16,003 +4,020 $776
     NEAR16,003+4,020$776
ISHARES TR (MUB) 6,134 +180 $693
     MUB6,134+180$693
ALPHABET INC 590 +30 $686
     GOOGL590+30$686
SPDR SER TR (SPIB) 20,126 +4,596 $684
     SPIB20,126+4,596$684
ISHARES INC (ESGE) 22,851 +22,851 $625
     ESGE22,851+22,851$625
EXXON MOBIL CORP 16,042 -4,183 $609
     XOM16,042-4,183$609
WISDOMTREE TR 33,092 +6,511 $596
     DES33,092+6,511$596
SPDR SER TR (LGLV) 6,465 +2,032 $586
     LGLV6,465+2,032$586
CONOCOPHILLIPS 15,442 +624 $476
     COP15,442+624$476
AT&T INC 16,080 +576 $469
     T16,080+576$469
FIDELITY COVINGTON TR 7,403 +7,403 $464
     FTEC7,403+7,403$464
WALMART INC 3,894 +289 $442
     WMT3,894+289$442
WP CAREY INC 6,959 -713 $404
     WPC6,959-713$404
INTEL CORP 7,444 -612 $403
     INTC7,444-612$403
ISHARES TR (IJH) 2,779 +18 $400
     IJH2,779+18$400
ISHARES TR (SHYG) 9,798 +9,798 $400
     SHYG9,798+9,798$400
ANAPLAN INC 13,000 -1,000 $393
     PLAN13,000-1,000$393
INVESCO QQQ TR 2,034 -1,965 $387
     QQQ2,034-1,965$387
VISA INC 2,392 +354 $385
     V2,392+354$385
INTERNATIONAL BUSINESS MACHS 3,371 +3,371 $374
     IBM3,371+3,371$374
SPDR S&P 500 ETF TR (SPY) 1,449 +151 $373
     SPY1,449+151$373
JOHNSON & JOHNSON 2,830 +68 $371
     JNJ2,830+68$371
BERKSHIRE HATHAWAY INC DEL      $363
     BRK.B1,984-44$363
CHEVRON CORP NEW 4,779 +373 $346
     CVX4,779+373$346
JPMORGAN CHASE & CO 3,681 +399 $331
     JPM3,681+399$331
ISHARES TR (IEUR) 8,818 +921 $327
     IEUR8,818+921$327

See Full List: All Stocks Held By Austin Private Wealth LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Austin Private Wealth LLC

Size ($ in 1000's)
At 03/31/2020: $165,799
At 12/31/2019: $191,632

Austin Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Austin Private Wealth LLC 13F filings. Link to 13F filings: SEC filings

Austin Private Wealth LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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