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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Austin Private Wealth, LLC

Quarter ended Q1 2024 · Filed April 12, 2024 · Accession 0001085146-24-001782

Total Value
$869.3M
Positions
261
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A8542,005,125$122.5M14.09%
2VANGUARD SCOTTSDALE FDS92206C730330,064$78.0M8.98%
3ISHARES TR46432F339231,483$37.7M4.34%
4SPDR SER TR78468R853832,246$35.0M4.03%
5BLACKROCK ETF TRUSTBLK781,878$34.7M3.99%
6ISHARES TR464288414323,276$34.5M3.97%
7ISHARES TR464288885322,329$33.1M3.81%
8ISHARES TR46434V613700,250$31.6M3.64%
9VANGUARD TAX-MANAGED FDS921943858558,859$27.9M3.21%
10VANGUARD BD INDEX FDS921937819371,932$27.8M3.19%
11ISHARES TR464287309321,677$27.1M3.12%
12SCHWAB STRATEGIC TR808524839481,564$21.9M2.52%
13ISHARES TR464288877388,444$21.1M2.43%
14ISHARES TR464287408110,028$20.3M2.33%
15ISHARES TR46428762262,356$17.8M2.05%
16ISHARES TR464287721121,459$16.4M1.88%
17VANGUARD INTL EQUITY INDEX F922042858313,485$13.2M1.52%
18ISHARES TR464288588142,127$13.0M1.50%
19APPLE INCAAPL75,863$12.9M1.48%
20ISHARES TR464288273191,694$12.1M1.39%
21ISHARES INC46434G764197,869$11.4M1.31%
22ISHARES TR46434V803293,023$10.1M1.17%
23MICROSOFT CORPMSFT21,085$8.9M1.02%
24VANGUARD SCOTTSDALE FDS92206C664100,260$8.3M0.96%
25ISHARES TR46428743281,652$7.5M0.86%
26NVIDIA CORPORATIONNVDA7,578$6.7M0.78%
27PIMCO ETF TR72201R71865,335$6.2M0.71%
28SCHWAB STRATEGIC TR808524870118,669$6.1M0.71%
29ISHARES INC46434G103106,858$5.5M0.64%
30ISHARES TR46428815852,733$5.5M0.63%
31BLACKROCK ETF TRUST IIBLK98,363$5.1M0.59%
32EXXON MOBIL CORPXOM40,064$4.8M0.55%
33AMAZON COM INCAMZN26,172$4.8M0.55%
34ISHARES TR464287341104,245$4.6M0.53%
35SPDR S&P 500 ETF TRSPY8,701$4.5M0.52%
36ISHARES TR46435U71386,556$3.7M0.43%
37ALPHABET INCGOOG20,459$3.2M0.37%
38SPDR INDEX SHS FDS78463X88974,442$2.7M0.31%
39TESLA INCTSLA15,606$2.6M0.30%
40SSGA ACTIVE TR78470P40852,173$2.6M0.30%
41SCHWAB STRATEGIC TR80852477136,650$2.4M0.28%
42ISHARES TR46428828127,011$2.4M0.28%
43ISHARES TR4642872004,567$2.4M0.27%
44SPDR INDEX SHS FDS78463X50963,705$2.3M0.27%
45META PLATFORMS INCMETA4,518$2.3M0.26%
46WORKDAY INCWDAY8,401$2.3M0.26%
47ALPHABET INCGOOG14,522$2.2M0.26%
48BLACKROCK ETF TRUSTBLK35,405$2.0M0.23%
49VANGUARD INDEX FDS9229087696,548$1.7M0.19%
50SCHWAB STRATEGIC TR80852469836,760$1.6M0.19%
51ISHARES TR46429B26771,143$1.6M0.18%
52SUPER MICRO COMPUTER INCSMCI1,540$1.6M0.18%
53BROADCOM INCAVGO1,115$1.5M0.17%
54JPMORGAN CHASE & COVYLD7,341$1.5M0.17%
55ISHARES TR46428717613,456$1.4M0.17%
56JOHNSON & JOHNSONJNJ9,266$1.4M0.16%
57ISHARES TR46435G42512,201$1.4M0.16%
58ISHARES TR46428857013,835$1.4M0.16%
59INVESCO QQQ TRIVZ3,104$1.4M0.16%
60VANGUARD SPECIALIZED FUNDS9219088447,496$1.3M0.16%
61VISA INCV4,867$1.3M0.16%
62ORACLE CORPORCL-PD10,435$1.3M0.15%
63ISHARES GOLD TRIAU30,132$1.3M0.15%
64CHEVRON CORP NEWCVX7,998$1.3M0.15%
65ISHARES TR46434VBG449,684$1.2M0.14%
66SCHWAB STRATEGIC TR80852476321,510$1.2M0.14%
67ISHARES TR46436E76726,878$1.2M0.14%
68SPDR SER TR78468R72125,664$1.2M0.14%
69ISHARES TR46435G19350,597$1.1M0.13%
70ISHARES TR46434VBD145,073$1.1M0.13%
71ISHARES TR46435GAA045,518$1.1M0.12%
72WALMART INCWMT18,023$1.1M0.12%
73ADVANCED MICRO DEVICES INCAMD5,602$1.0M0.12%
74ELEVANCE HEALTH INCELV1,966$994,7960.11%
75SCHWAB STRATEGIC TR80852473034,854$978,3520.11%
76ISHARES TR46436E87440,491$966,5200.11%
77PROCTER AND GAMBLE CO7427181095,934$926,5540.11%
78CONOCOPHILLIPSCOP6,946$914,3020.11%
79ISHARES TR46436E85837,891$856,7160.10%
80ISHARES TR46436E86636,977$856,0180.10%
81SALESFORCE INCCRM2,791$850,5290.10%
82ISHARES TR46436E75911,986$814,2090.09%
83BERKSHIRE HATHAWAY INC DELBRK-A1,904$800,2000.09%
84ISHARES TR46429B6979,603$793,7430.09%
85MERCK & CO INCMRK5,814$755,2900.09%
86TEXAS INSTRS INC8825081044,253$724,5070.08%
87ABBVIE INCABBV4,005$710,1370.08%
88SPDR SER TR78464A84713,479$708,0520.08%
89SELECT SECTOR SPDR TR81369Y8033,401$705,3330.08%
90ISHARES TR46428750711,521$689,4170.08%
91SPDR SER TR78464A66425,316$688,8480.08%
92ISHARES TR46435U54914,669$682,9890.08%
93PALO ALTO NETWORKS INCPANW2,506$675,4670.08%
94ADOBE INCADBE1,357$674,4430.08%
95PEPSICO INCPEP3,953$670,7450.08%
96SPDR INDEX SHS FDS78463X87120,328$655,5780.08%
97MCDONALDS CORPMCD2,356$649,2900.07%
98SPDR SER TR78468R6636,973$637,6110.07%
99HOME DEPOT INCHD1,763$634,6510.07%
100SPDR SER TR78468R6226,612$622,1230.07%
101ELI LILLY & COLLY791$613,8080.07%
102MCKESSON CORPMCK1,094$590,8580.07%
103SPDR SER TR78464A47419,745$585,6370.07%
104ISHARES TR46435UAA924,533$581,3090.07%
105PAYPAL HLDGS INCPYPL8,824$576,5600.07%
106ISHARES TR46436E84126,087$574,6240.07%
107UNITEDHEALTH GROUP INCUNH1,246$572,8360.07%
108SPDR GOLD TRGLD2,683$570,7810.07%
109SCHWAB STRATEGIC TR8085247977,176$570,6980.07%
110SPDR SER TR78464A39127,790$569,4170.07%
111CATERPILLAR INCCAT1,515$569,2300.07%
112INTUITINTU899$560,0770.06%
113ISHARES TR46435U51522,618$559,3430.06%
114ISHARES TR46436E83325,672$559,2650.06%
115PFIZER INCPFE20,389$554,9910.06%
116VANGUARD INDEX FDS9229083631,160$553,9550.06%
117INTERNATIONAL BUSINESS MACHSINTR2,873$548,3960.06%
118INVESCO EXCHANGE TRADED FD TIVZ5,136$546,2140.06%
119VANGUARD STAR FDS9219097688,965$539,6930.06%
120SCHWAB STRATEGIC TR8085242018,422$519,1320.06%
121ISHARES TR46436E61912,186$516,3210.06%
122SSGA ACTIVE ETF TR78467V60812,145$507,7820.06%
123PHILLIPS 66PSX2,891$499,3050.06%
124ZSCALER INCZS2,650$493,7220.06%
125SPDR SER TR78468R51520,527$491,4160.06%
126WP CAREY INC92936U1098,821$484,6260.06%
127AFLAC INCAFL5,479$466,7010.05%
128SERVICENOW INCNOW611$463,8470.05%
129NETFLIX INCNFLX718$452,3970.05%
130ISHARES TR4642876552,191$450,9740.05%
131INTEL CORPINTC11,043$445,3450.05%
132ISHARES TR46435G1025,541$437,5610.05%
133ISHARES TR46435U18417,846$414,0270.05%
134APPLIED MATLS INC0382221051,992$413,1010.05%
135THERMO FISHER SCIENTIFIC INCTMO712$410,1120.05%
136VANGUARD INTL EQUITY INDEX F9220427757,002$409,8270.05%
137BANK AMERICA CORP06050510410,846$406,0740.05%
138EATON CORP PLCETN1,252$401,8170.05%
139MASTERCARD INCORPORATEDMA839$400,5280.05%
140ISHARES TR46434V8607,918$399,6210.05%
141LOCKHEED MARTIN CORPLMT880$394,1520.05%
142GENERAL DYNAMICS CORPGD1,350$393,7820.05%
143ASML HOLDING N VASMLF399$391,1280.04%
144VANGUARD INDEX FDS9229086522,263$389,4040.04%
145RTX CORPORATIONRTX3,940$384,3470.04%
146CSX CORPCSX10,553$384,3400.04%
147DANAHER CORPORATION2358511021,566$382,6360.04%
148ISHARES INC46434G86311,677$378,3350.04%
149CISCO SYS INCCSCO7,657$373,2020.04%
150METLIFE INCMET-PF5,058$372,1170.04%
151SSGA ACTIVE TR78470P50714,470$367,1040.04%
152ACCENTURE PLC IRELANDACN1,081$359,1950.04%
153VANGUARD INDEX FDS9229087511,602$359,1420.04%
154ENTERPRISE PRODS PARTNERS L29379210712,000$358,5600.04%
155COSTCO WHSL CORP NEW22160K105501$353,3810.04%
156NXP SEMICONDUCTORS N VNXPI1,448$353,1380.04%
157SPDR SER TR78468R60615,212$352,9180.04%
158BLACKROCK INCBLK424$345,4750.04%
159ISHARES TR4642876302,173$337,7060.04%
160GALLAGHER ARTHUR J & CO3635761091,368$335,6660.04%
161BLACKROCK ETF TRUSTBLK7,345$333,1460.04%
162SPDR SER TR78464A67211,910$332,5270.04%
163INTUITIVE SURGICAL INCISRG856$328,2080.04%
164COMCAST CORP NEWCCZ7,784$323,2860.04%
165AT&T INCT-PC18,345$323,0550.04%
166VANGUARD INDEX FDS922908736930$318,6690.04%
167BRISTOL-MYERS SQUIBB COCELG-RI6,070$316,7560.04%
168PRUDENTIAL FINL INCPUKPF2,689$314,2630.04%
169TARGET CORPTGT1,756$308,1310.04%
170ILLINOIS TOOL WKS INC4523081091,163$307,2760.04%
171VERIZON COMMUNICATIONS INCVZ7,172$307,2480.04%
172PHILIP MORRIS INTL INC7181721093,288$299,2080.03%
173CONFLUENT INC20717M10310,000$295,6000.03%
174ISHARES TR46435U16812,638$293,9600.03%
175ISHARES TR4642876633,292$293,4490.03%
176ISHARES TR46436E38712,698$293,0700.03%
177ISHARES TR46436E47813,264$291,6750.03%
178UNION PAC CORPUNP1,204$290,8570.03%
179ISHARES TR46436E52812,650$289,0530.03%
180ISHARES TR4642871011,175$288,8390.03%
181PROLOGIS INC.PLDGP2,288$288,4940.03%
182ISHARES TR46438G40611,213$284,0810.03%
183SOUTHERN COSOMN3,991$283,2810.03%
184ISHARES TR46438G50511,143$282,4750.03%
185COCA COLA COKO4,716$282,1590.03%
186AMGEN INCAMGN1,023$280,7790.03%
187SPDR SER TR78468R86114,900$275,2030.03%
188EQUIFAX INCEFX1,070$273,8020.03%
189RIVIAN AUTOMOTIVE INCRIVN25,787$271,7950.03%
190ISHARES TR46438G30710,688$270,3530.03%
191ISHARES TR4642876481,019$270,1170.03%
192SPDR SER TR78464A1519,231$269,3610.03%
193TWILIO INCTWLO4,227$257,6360.03%
194BLUE OWL CAPITAL CORPORATIONOWL16,215$248,0860.03%
195DELL TECHNOLOGIES INCDELL1,886$242,5590.03%
196SPDR SER TR78468R1018,416$242,4650.03%
197US BANCORP DELUSB-PS5,594$241,1570.03%
198DOW INCDOW4,019$241,1000.03%
199ABBOTT LABSABLZF2,156$239,9200.03%
200SCHWAB STRATEGIC TR8085248056,157$239,0760.03%
201MARSH & MCLENNAN COS INC5717481021,166$237,2810.03%
202SPDR SER TR78464A6072,594$237,0920.03%
203MEDTRONIC PLCMDT2,788$236,9800.03%
204FORD MTR CO DEL34537086017,351$236,8410.03%
205DISNEY WALT CO2546871061,966$233,9010.03%
206UNITED PARCEL SERVICE INCUPS1,533$233,4430.03%
207FORTINET INCFTNT3,249$231,7190.03%
208NIKE INCNKE2,562$231,3860.03%
209UBER TECHNOLOGIES INCUBER2,980$228,8940.03%
210MOTOROLA SOLUTIONS INCMSI645$225,9760.03%
211CYBERARK SOFTWARE LTDM2682V108819$214,9140.02%
212SCHWAB STRATEGIC TR8085246074,446$214,2530.02%
213TJX COS INC NEW8725401092,174$211,4870.02%
214LOWES COS INC548661107866$208,5220.02%
215XCEL ENERGY INCXELLL3,789$204,9470.02%
216VANGUARD INDEX FDS9229087441,265$203,9310.02%
217GRAINGER W W INC384802104202$203,3530.02%
218SELECT SECTOR SPDR TR81369Y5062,084$202,3640.02%
219KINDER MORGAN INC DELEP-PC10,526$195,2490.02%
220PINTEREST INCPINS2,513$88,6590.01%
221SCHWAB CHARLES FAMILY FDSCHW-PJ28,409$28,4090.00%
222NVIDIA CORPORATIONNVDA4,400$3,9140.00%
223SUPER MICRO COMPUTER INCSMCI3,000$3,0470.00%
224SPDR S&P 500 ETF TRSPY4,000$2,0760.00%
225BROADCOM INCAVGO900$1,2270.00%
226APPLE INCAAPL6,000$1,0180.00%
227NVIDIA CORPORATIONNVDA900$8010.00%
228ZSCALER INCZS4,000$7450.00%
229AMAZON COM INCAMZN4,000$7300.00%
230PINTEREST INCPINS15,000$5290.00%
231ADVANCED MICRO DEVICES INCAMD2,700$4880.00%
232MASTERCARD INCORPORATEDMA1,000$4770.00%
233META PLATFORMS INCMETA900$4550.00%
234ADVANCED MICRO DEVICES INCAMD2,000$3620.00%
235ADOBE INCADBE700$3480.00%
236BANK AMERICA CORP0605051048,000$3000.00%
237JPMORGAN CHASE & COVYLD1,300$2570.00%
238ALPHABET INCGOOG1,500$2320.00%
239AMAZON COM INCAMZN1,200$2190.00%
240MICROSOFT CORPMSFT500$2100.00%
241ISHARES TR4642876551,000$2060.00%
242INTEL CORPINTC5,000$2020.00%
243SELECT SECTOR SPDR TR81369Y5062,000$1940.00%
244APPLE INCAAPL1,000$1700.00%
245CHEVRON CORP NEWCVX1,000$1600.00%
246ELI LILLY & COLLY200$1560.00%
247INTUITIVE SURGICAL INCISRG400$1540.00%
248CONOCOPHILLIPSCOP1,000$1320.00%
249TESLA INCTSLA700$1180.00%
250APPLIED MATLS INC038222105500$1040.00%
251ASML HOLDING N VASMLF100$980.00%
252TEXAS INSTRS INC882508104500$850.00%
253TESLA INCTSLA500$840.00%
254FORTINET INCFTNT1,000$710.00%
255PAYPAL HLDGS INCPYPL1,000$650.00%
256ORACLE CORPORCL-PD500$630.00%
257DELL TECHNOLOGIES INCDELL300$390.00%
258CATERPILLAR INCCAT100$380.00%
259UBER TECHNOLOGIES INCUBER500$380.00%
260PFIZER INCPFE1,000$270.00%
261PALO ALTO NETWORKS INCPANW100$270.00%