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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 (Amended)

Austin Private Wealth, LLC

Quarter ended Q2 2024 · Filed July 16, 2024 · Accession 0001085146-24-003037

Total Value
$928.9M
Positions
265
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (265)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A8541,862,560$119.2M12.83%
2VANGUARD SCOTTSDALE FDS92206C730296,912$73.1M7.87%
3ISHARES TR46432F339391,590$66.9M7.20%
4ISHARES TR464287309561,233$51.9M5.59%
5ISHARES TR464288885479,593$49.1M5.28%
6BLACKROCK ETF TRUSTBLK867,166$40.7M4.38%
7ISHARES TR464288414325,779$34.7M3.74%
8ISHARES TR46434V613694,299$31.4M3.38%
9VANGUARD BD INDEX FDS921937819364,980$27.3M2.94%
10VANGUARD TAX-MANAGED FDS921943858527,648$26.1M2.81%
11SCHWAB STRATEGIC TR808524839506,459$23.1M2.49%
12ISHARES TR464287408123,992$22.6M2.43%
13ISHARES TR464287721133,580$20.1M2.16%
14ISHARES TR46428762260,820$18.1M1.95%
15APPLE INCAAPL76,152$16.0M1.73%
16ISHARES INC46434G103268,907$14.4M1.55%
17ISHARES TR464288877267,652$14.2M1.53%
18ISHARES TR464288588149,411$13.7M1.48%
19VANGUARD INTL EQUITY INDEX F922042858307,966$13.5M1.45%
20SPDR SER TR78468R853320,013$13.3M1.43%
21ISHARES INC46434G764221,674$13.1M1.41%
22ISHARES TR464288273180,546$11.1M1.20%
23NVIDIA CORPORATIONNVDA80,330$9.9M1.07%
24MICROSOFT CORPMSFT21,818$9.8M1.05%
25ISHARES TR46428743289,041$8.2M0.88%
26ISHARES TR46434V803204,898$7.3M0.78%
27SCHWAB STRATEGIC TR808524870117,824$6.1M0.66%
28PIMCO ETF TR72201R71864,351$6.1M0.66%
29ISHARES TR46428815852,993$5.5M0.60%
30AMAZON COM INCAMZN28,653$5.5M0.60%
31VANGUARD SCOTTSDALE FDS92206C66466,309$5.4M0.59%
32BLACKROCK ETF TRUST IIBLK101,942$5.3M0.57%
33EXXON MOBIL CORPXOM40,593$4.7M0.50%
34ISHARES TR46435U71396,224$4.1M0.44%
35SPDR S&P 500 ETF TRSPY7,205$3.9M0.42%
36ALPHABET INCGOOG20,421$3.7M0.40%
37SPDR INDEX SHS FDS78463X889105,634$3.7M0.40%
38ALPHABET INCGOOG14,828$2.7M0.29%
39SSGA ACTIVE TR78470P40851,933$2.6M0.28%
40SPDR INDEX SHS FDS78463X50969,499$2.6M0.28%
41ISHARES TR4642872004,548$2.5M0.27%
42SCHWAB STRATEGIC TR80852477136,567$2.4M0.26%
43META PLATFORMS INCMETA4,460$2.2M0.24%
44BROADCOM INCAVGO1,263$2.0M0.22%
45GOLDMAN SACHS ETF TRNVGLF44,750$2.0M0.22%
46TESLA INCTSLA9,895$2.0M0.21%
47BLACKROCK ETF TRUSTBLK32,405$1.9M0.21%
48WORKDAY INCWDAY8,430$1.9M0.20%
49ISHARES TR46428828120,284$1.8M0.19%
50VANGUARD INDEX FDS9229087696,494$1.7M0.19%
51JPMORGAN CHASE & CO.VYLD8,446$1.7M0.18%
52ISHARES TR46429B26767,554$1.5M0.16%
53ORACLE CORPORCL-PD10,648$1.5M0.16%
54ISHARES TR46435GAA059,010$1.4M0.15%
55ISHARES TR46428717613,137$1.4M0.15%
56ISHARES TR46428857013,224$1.4M0.15%
57ISHARES TR46434VBG454,600$1.4M0.15%
58INVESCO QQQ TRIVZ2,854$1.4M0.15%
59SPDR SER TR78468R72129,659$1.4M0.15%
60ISHARES TR46434VBD154,205$1.3M0.15%
61VANGUARD SPECIALIZED FUNDS9219088447,379$1.3M0.15%
62ISHARES TR46435G42511,264$1.3M0.14%
63VISA INCV4,887$1.3M0.14%
64JOHNSON & JOHNSONJNJ8,633$1.3M0.14%
65ISHARES TR46436E85854,718$1.2M0.13%
66ISHARES GOLD TRIAU28,079$1.2M0.13%
67ISHARES TR46436E76726,052$1.2M0.13%
68ISHARES TR46436E87449,677$1.2M0.13%
69CHEVRON CORP NEWCVX7,556$1.2M0.13%
70ISHARES TR46436E86649,787$1.2M0.12%
71SPDR SER TR78464A66442,252$1.2M0.12%
72WALMART INCWMT16,451$1.1M0.12%
73SUPER MICRO COMPUTER INCSMCI1,310$1.1M0.12%
74ELEVANCE HEALTH INCELV1,967$1.1M0.11%
75PROCTER AND GAMBLE CO7427181096,374$1.1M0.11%
76SCHWAB STRATEGIC TR80852473034,713$1.0M0.11%
77ISHARES TR46435G19345,155$1.0M0.11%
78BERKSHIRE HATHAWAY INC DELBRK-A2,409$980,0420.11%
79ISHARES TR46436E84143,250$954,7440.10%
80ISHARES TR46435UAA938,402$911,2780.10%
81PALO ALTO NETWORKS INCPANW2,589$877,6970.09%
82SCHWAB STRATEGIC TR80852476315,693$861,8320.09%
83ADVANCED MICRO DEVICES INCAMD5,276$855,8200.09%
84CONOCOPHILLIPSCOP7,472$854,5930.09%
85ISHARES TR46436E75912,045$812,1680.09%
86ISHARES TR46435U51532,724$810,5730.09%
87ISHARES TR46436E83336,856$804,5830.09%
88SELECT SECTOR SPDR TR81369Y8033,401$769,4080.08%
89MERCK & CO INCMRK6,130$758,8920.08%
90ISHARES TR46429B6979,035$758,5370.08%
91TEXAS INSTRS INC8825081043,866$752,0510.08%
92ADOBE INCADBE1,317$731,6460.08%
93SPDR SER TR78464A84713,695$702,5540.08%
94HOME DEPOT INCHD2,023$696,5380.07%
95ABBVIE INCABBV4,038$692,5310.07%
96SALESFORCE INCCRM2,687$690,8280.07%
97SPDR INDEX SHS FDS78463X87120,948$664,8900.07%
98SPDR SER TR78468R6227,004$660,2670.07%
99SCHWAB STRATEGIC TR80852420110,109$649,5030.07%
100PEPSICO INCPEP3,906$644,2170.07%
101SPDR SER TR78464A39132,089$638,2500.07%
102MCKESSON CORPMCK1,092$637,7720.07%
103ELI LILLY & COLLY696$630,1440.07%
104SPDR SER TR78464A47421,152$628,2140.07%
105UNITEDHEALTH GROUP INCUNH1,231$626,8990.07%
106INTUITINTU945$621,0630.07%
107ISHARES TR46436E7186,063$610,6050.07%
108MCDONALDS CORPMCD2,365$602,8050.06%
109ISHARES TR46428750710,268$600,8840.06%
110VANGUARD INDEX FDS9229083631,189$594,8820.06%
111APPLIED MATLS INC0382221052,492$588,0870.06%
112SSGA ACTIVE ETF TR78467V60813,993$584,9070.06%
113ISHARES TR46435U54912,428$579,2690.06%
114SPDR SER TR78468R51524,003$571,8620.06%
115VANGUARD STAR FDS9219097688,940$539,0820.06%
116INTERNATIONAL BUSINESS MACHSINTR3,097$535,5720.06%
117INVESCO EXCHANGE TRADED FD TIVZ5,136$527,8780.06%
118ZSCALER INCZS2,740$526,6010.06%
119PAYPAL HLDGS INCPYPL9,065$526,0420.06%
120ISHARES INC46434G86315,479$519,0110.06%
121AFLAC INCAFL5,481$489,5080.05%
122SCHWAB STRATEGIC TR8085247976,280$488,3270.05%
123ISHARES TR46436E61911,230$477,8370.05%
124GALLAGHER ARTHUR J & CO3635761091,826$473,5000.05%
125NETFLIX INCNFLX689$464,9920.05%
126ISHARES TR46435U18419,545$454,2150.05%
127WP CAREY INC92936U1098,166$449,5380.05%
128SPDR SER TR78468R60619,287$448,0370.05%
129ISHARES TR46435G1025,693$447,6010.05%
130ACCENTURE PLC IRELANDACN1,471$446,3160.05%
131SPDR SER TR78468R6634,745$435,4960.05%
132MICROCHIP TECHNOLOGY INC.MCHPP4,732$432,9780.05%
133PFIZER INCPFE15,445$432,1570.05%
134CATERPILLAR INCCAT1,281$426,7010.05%
135BANK AMERICA CORP06050510410,704$425,6980.05%
136GENERAL DYNAMICS CORPGD1,456$422,4440.05%
137PARKER-HANNIFIN CORPPH829$419,3160.05%
138LOCKHEED MARTIN CORPLMT897$418,9890.05%
139ASML HOLDING N VASMLF406$415,2280.04%
140VANGUARD INTL EQUITY INDEX F9220427757,002$410,5970.04%
141DANAHER CORPORATION2358511021,633$408,0050.04%
142PHILLIPS 66PSX2,890$407,9810.04%
143RTX CORPORATIONRTX4,058$407,3830.04%
144QUALCOMM INCQCOM2,040$406,3270.04%
145SPDR GOLD TRGLD1,886$405,5090.04%
146INTUITIVE SURGICAL INCISRG897$399,0300.04%
147THERMO FISHER SCIENTIFIC INCTMO717$396,5010.04%
148NXP SEMICONDUCTORS N VNXPI1,441$387,7590.04%
149BLACKROCK INCBLK490$385,7870.04%
150ISHARES TR46436E47817,159$378,0150.04%
151CSX CORPCSX11,224$375,4430.04%
152ISHARES TR46436E52815,874$363,6660.04%
153METLIFE INCMET-PF5,125$359,7240.04%
154PRUDENTIAL FINL INCPUKPF3,050$357,4300.04%
155MASTERCARD INCORPORATEDMA809$356,8990.04%
156ISHARES TR46435U16815,064$350,6220.04%
157VANGUARD INDEX FDS922908736930$347,9160.04%
158ENTERPRISE PRODS PARTNERS L29379210712,000$347,7600.04%
159CISCO SYS INCCSCO7,294$346,5380.04%
160SOUTHERN COSOMN4,432$343,7900.04%
161ISHARES TR46434V8606,758$342,3600.04%
162VERIZON COMMUNICATIONS INCVZ8,207$338,4570.04%
163AT&T INCT-PC17,530$334,9980.04%
164SSGA ACTIVE TR78470P50713,058$332,0660.04%
165ISHARES TR46436E38714,327$331,2320.04%
1663M COMMM3,217$328,7450.04%
167PHILIP MORRIS INTL INC7181721093,242$328,5120.04%
168COSTCO WHSL CORP NEW22160K105382$324,7290.03%
169SPDR SER TR78468R86117,518$323,7330.03%
170ISHARES TR4642898757,517$323,2940.03%
171VANGUARD INDEX FDS9229086521,913$322,8950.03%
172AMGEN INCAMGN1,028$321,2050.03%
173SPDR SER TR78464A15111,029$316,6980.03%
174BLACKROCK ETF TRUSTBLK6,944$310,9710.03%
175SPDR SER TR78468R10110,396$300,1330.03%
176ISHARES TR4642871011,134$299,7160.03%
177COCA COLA COKO4,668$297,1190.03%
178SERVICENOW INCNOW376$295,7880.03%
179TARGET CORPTGT1,998$295,7850.03%
180CONFLUENT INC20717M10310,000$295,3000.03%
181SPDR SER TR78464A6073,122$290,6580.03%
182ISHARES TR4642876633,292$290,1240.03%
183ISHARES TR46438G40611,213$287,7260.03%
184ISHARES TR46438G50511,143$286,3750.03%
185COMCAST CORP NEWCCZ7,184$281,3410.03%
186VANGUARD INDEX FDS9229087511,290$281,3240.03%
187EATON CORP PLCETN896$280,9410.03%
188SELECT SECTOR SPDR TR81369Y5063,055$278,4850.03%
189UNION PAC CORPUNP1,226$277,4240.03%
190ILLINOIS TOOL WKS INC4523081091,163$275,5840.03%
191SPDR SER TR78464A6729,497$266,1060.03%
192ISHARES TR4642876481,010$265,1550.03%
193ISHARES TR46438G30710,330$264,5000.03%
194RIVIAN AUTOMOTIVE INCRIVN19,574$262,6830.03%
195ISHARES TR4642876301,716$261,3470.03%
196PROLOGIS INC.PLDGP2,316$260,1100.03%
197EQUIFAX INCEFX1,070$259,4320.03%
198MARSH & MCLENNAN COS INC5717481021,197$252,2320.03%
199BLUE OWL CAPITAL CORPORATIONOWL16,408$252,0300.03%
200MOTOROLA SOLUTIONS INCMSI645$249,0020.03%
201ABBOTT LABSABLZF2,390$248,3450.03%
202DELL TECHNOLOGIES INCDELL1,785$246,1230.03%
203MEDTRONIC PLCMDT3,103$244,2370.03%
204DOW INCDOW4,592$243,6060.03%
205INTEL CORPINTC7,776$240,8120.03%
206TJX COS INC NEW8725401092,175$239,4680.03%
207SPDR INDEX SHS FDS78463X8554,313$235,7050.03%
208DIAMONDBACK ENERGY INCFANG1,172$234,6230.03%
209UBER TECHNOLOGIES INCUBER3,164$229,9600.02%
210ZOETIS INCZTS1,325$229,7020.02%
211KINDER MORGAN INC DELEP-PC11,154$221,6220.02%
212SCHWAB STRATEGIC TR8085248055,663$217,5720.02%
213FIFTH THIRD BANCORPFITBM5,961$217,5170.02%
214SPDR SER TR78464A3592,995$215,8200.02%
215BANK NEW YORK MELLON CORP0640581003,553$212,7890.02%
216AUTOMATIC DATA PROCESSING INADP884$211,0020.02%
217CYBERARK SOFTWARE LTDM2682V108763$208,6190.02%
218TWILIO INCTWLO3,654$207,5840.02%
219US BANCORP DELUSB-PS5,183$205,7650.02%
220LAM RESEARCH CORPLRCX192$204,4510.02%
221NOVO-NORDISK A SNONOF1,429$203,9750.02%
222XCEL ENERGY INCXELLL3,791$202,4770.02%
223VANGUARD INDEX FDS9229087441,262$202,4370.02%
224ISHARES TR4642873414,860$201,7470.02%
225SCHWAB CHARLES FAMILY FDSCHW-PJ28,409$28,4090.00%
226FIRST MAJESTIC SILVER CORPAG4,000$23,6800.00%
227NVIDIA CORPORATIONNVDA37,000$4,5710.00%
228SUPER MICRO COMPUTER INCSMCI2,600$2,1300.00%
229ZSCALER INCZS6,000$1,1520.00%
230SPDR S&P 500 ETF TRSPY2,000$1,0880.00%
231APPLE INCAAPL5,000$1,0530.00%
232BROADCOM INCAVGO600$9660.00%
233NVIDIA CORPORATIONNVDA7,000$8650.00%
234AMAZON COM INCAMZN4,000$7730.00%
235META PLATFORMS INCMETA1,200$6050.00%
236AMAZON COM INCAMZN3,000$5800.00%
237ADVANCED MICRO DEVICES INCAMD3,500$5680.00%
238SPDR S&P 500 ETF TRSPY1,000$5440.00%
239INTUITIVE SURGICAL INCISRG1,200$5330.00%
240LAM RESEARCH CORPLRCX500$5310.00%
241BANK AMERICA CORP06050510411,000$4390.00%
242DELL TECHNOLOGIES INCDELL2,700$3720.00%
243SELECT SECTOR SPDR TR81369Y5064,000$3650.00%
244ALPHABET INCGOOG2,000$3640.00%
245ADVANCED MICRO DEVICES INCAMD2,200$3570.00%
246QUALCOMM INCQCOM1,500$3000.00%
247CONOCOPHILLIPSCOP2,000$2290.00%
248MICROSOFT CORPMSFT500$2230.00%
249INTUITIVE SURGICAL INCISRG500$2220.00%
250APPLE INCAAPL1,000$2110.00%
251ASML HOLDING N VASMLF200$2040.00%
252ELI LILLY & COLLY200$1810.00%
253ADOBE INCADBE300$1670.00%
254TESLA INCTSLA800$1580.00%
255CHEVRON CORP NEWCVX1,000$1560.00%
256ORACLE CORPORCL-PD1,000$1410.00%
257JPMORGAN CHASE & CO.VYLD500$1010.00%
258TESLA INCTSLA500$990.00%
259INTERNATIONAL BUSINESS MACHSINTR500$860.00%
260UBER TECHNOLOGIES INCUBER1,000$730.00%
261INTEL CORPINTC2,000$620.00%
262PAYPAL HLDGS INCPYPL1,000$580.00%
263FIRST MAJESTIC SILVER CORPAG9,000$540.00%
264TEXAS INSTRS INC882508104200$390.00%
265CATERPILLAR INCCAT100$330.00%