Austin Private Wealth, LLC Q4 2022 Filing

Filed February 1, 2023

Portfolio Value

$570.7B

Holdings

151

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (151 positions)

#StockSharesValue% PortfolioType
1
XLESELECT SECTOR SPDR TR
16,251$298K0.00%Call
2
MSFTMICROSOFT CORP
18,551$244K0.00%Call
3
BACBANK AMERICA CORP
15,875$199K0.00%Call
4
LMTLOCKHEED MARTIN CORP
997$195K0.00%Put
5
METAMETA PLATFORMS INC
3,685$72K0.00%Call
6
VONEVANGUARD SCOTTSDALE FDS
379,930$66K0.00%
7
SPYMSPDR SER TR
1,334,187$60K0.00%
8
UNHUNITEDHEALTH GROUP INC
1,166$53K0.00%Call
9
VTWOVANGUARD SCOTTSDALE FDS
625,797$44K0.00%
10
JPMJPMORGAN CHASE & CO
6,151$40K0.00%Call
11
ESGUISHARES TR
467,082$39K0.00%
12
PYPLPAYPAL HLDGS INC
9,262$36K0.00%Call
13
MUBISHARES TR
286,393$30K0.00%
14
BIVVANGUARD BD INDEX FDS
401,704$29K0.00%
15
PANWPALO ALTO NETWORKS INC
1,688$28K0.00%Call
16
EFGISHARES TR
261,182$21K0.00%
17
VEAVANGUARD TAX-MANAGED FDS
514,068$21K0.00%
18
EFVISHARES TR
423,246$19K0.00%
19
IUSBISHARES TR
320,408$14K0.00%
20
SCHZSCHWAB STRATEGIC TR
318,822$14K0.00%
21
IWBISHARES TR
69,746$14K0.00%
22
EELVINVESCO EXCH TRADED FD TR II
544,832$12K0.00%
23
SCZISHARES TR
206,429$11K0.00%
24
VWOVANGUARD INTL EQUITY INDEX F
265,997$10K0.00%
25
MBBISHARES TR
113,187$10K0.00%
26
AQLTISHARES TR
365,930$8K0.00%
27
AAPLAPPLE INC
57,162$7K0.00%
28
IYWISHARES TR
85,007$6K0.00%
29
LDURPIMCO ETF TR
73,915$6K0.00%
30
SUBISHARES TR
49,931$5K0.00%
31
SHYGISHARES TR
131,268$5K0.00%
32
USMVISHARES TR
76,303$5K0.00%
33
MTUMISHARES TR
33,444$4K0.00%
34
TLHISHARES TR
40,851$4K0.00%
35
IJRISHARES TR
37,765$3K0.00%
36
XOMEXXON MOBIL CORP
32,375$3K0.00%
37
IFRAISHARES TR
61,072$2K0.00%
38
GOOGALPHABET INC
25,649$2K0.00%
39
IWMISHARES TR
15,556$2K0.00%
40
AGIALAMOS GOLD INC NEW
10,400$2K0.00%Call
41
FNDXSCHWAB STRATEGIC TR
38,135$2K0.00%
42
VTVANGUARD INTL EQUITY INDEX F
25,658$2K0.00%
43
WDAYWORKDAY INC
9,085$1K0.00%
44
EEMAISHARES INC
17,234$1K0.00%
45
AMZNAMAZON COM INC
21,370$1K0.00%
46
COMTISHARES U S ETF TR
65,054$1K0.00%
47
GOOGLALPHABET INC
14,853$1K0.00%
48
FALNISHARES TR
43,470$1K0.00%
49
SPDWSPDR INDEX SHS FDS
56,383$1K0.00%
50
VTIVANGUARD INDEX FDS
6,969$1K0.00%
51
WPCWP CAREY INC
15,278$1K0.00%
52
XLSRSSGA ACTIVE TR
31,359$1K0.00%
53
ICVTISHARES TR
25,708$1K0.00%
54
IVVISHARES TR
4,575$1K0.00%
55
FNDASCHWAB STRATEGIC TR
23,276$1K0.00%
56
IAU*ISHARES GOLD TR
41,996$1K0.00%
57
SCHPSCHWAB STRATEGIC TR
28,075$1K0.00%
58
CVXCHEVRON CORP NEW
6,557$1K0.00%
59
EUSBISHARES TR
26,372$1K0.00%
60
TSLATESLA INC
15,021$1K0.00%
61
SPYSPDR S&P 500 ETF TR
4,289$1K0.00%
62
VIGVANGUARD SPECIALIZED FUNDS
8,602$1K0.00%
63
ESGEISHARES INC
13,463$00.00%
64
EBNDSPDR SER TR
35,442$00.00%
65
SPTLSPDR SER TR
24,468$00.00%
66
ABBVABBVIE INC
2,620$00.00%
67
SCHXSCHWAB STRATEGIC TR
8,018$00.00%
68
VEUVANGUARD INTL EQUITY INDEX F
10,530$00.00%
69
MRKMERCK & CO INC
4,793$00.00%
70
SCTXXSCHWAB CHARLES FAMILY FD
950,000$00.00%
71
DHRDANAHER CORPORATION
1,154$00.00%
72
DSIISHARES TR
13,599$00.00%
73
EPDENTERPRISE PRODS PARTNERS L
12,000$00.00%
74
AMPLAMPLITUDE INC
32,000$00.00%
75
GIISPDR INDEX SHS FDS
3,888$00.00%
76
EFXEQUIFAX INC
1,070$00.00%
77
FTNTFORTINET INC
4,243$00.00%
78
USXFISHARES TR
26,148$00.00%
79
LVLNSPDR SER TR
8,633$00.00%
80
SPSMSPDR SER TR
6,586$00.00%
81
CA8ACACI INTL INC
666$00.00%
82
IJHISHARES TR
2,497$00.00%
83
RTXRAYTHEON TECHNOLOGIES CORP
3,174$00.00%
84
IBNDSPDR SER TR
8,780$00.00%
85
UNPUNION PAC CORP
1,311$00.00%
86
VTVVANGUARD INDEX FDS
2,232$00.00%
87
WMTWALMART INC
4,822$00.00%
88
BRK/BBERKSHIRE HATHAWAY INC DEL
1,902$00.00%
89
VUGVANGUARD INDEX FDS
1,126$00.00%
90
ESMLISHARES TR
18,948$00.00%
91
AVGOBROADCOM INC
1,003$00.00%
92
PFEPFIZER INC
9,143$00.00%
93
EMBISHARES TR
3,014$00.00%
94
OBDCOWL ROCK CAPITAL CORPORATION
15,302$00.00%
95
CMCSACOMCAST CORP NEW
6,981$00.00%
96
VVISA INC
4,092$00.00%
97
VPLVANGUARD INTL EQUITY INDEX F
5,522$00.00%
98
XELXCEL ENERGY INC
3,559$00.00%
99
DMXFISHARES TR
10,912$00.00%
100
GDGENERAL DYNAMICS CORP
817$00.00%
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