Austin Private Wealth

Austin Private Wealth as of March 31, 2025

Portfolio Holdings for Austin Private Wealth

Austin Private Wealth holds 276 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPYM) 10.7 $119M 1.8M 65.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 6.7 $75M 440k 170.89
Ishares Tr S&p 500 Grwt Etf (IVW) 5.2 $58M 626k 92.83
Blackrock Etf Trust Ishares Us Equit (DYNF) 4.6 $52M 1.1M 48.76
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 4.2 $47M 186k 253.86
Ishares Tr S&p 500 Val Etf (IVE) 3.9 $44M 231k 190.58
Ishares Tr Eafe Value Etf (EFV) 3.6 $40M 674k 58.94
Ishares Tr Core Total Usd (IUSB) 3.5 $39M 844k 46.08
Ishares Tr Eafe Grwth Etf (EFG) 2.9 $32M 324k 100.00
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.8 $32M 1.4M 23.16
Ishares Tr National Mun Etf (MUB) 1.9 $22M 206k 105.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $19M 379k 50.83
Ishares Tr U.s. Tech Etf (IYW) 1.7 $19M 136k 140.44
Ishares Msci Emrg Chn (EMXC) 1.7 $19M 341k 55.09
Ishares Core Msci Emkt (IEMG) 1.7 $19M 347k 53.97
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.6 $18M 503k 36.41
Ishares Tr Rus 1000 Etf (IWB) 1.6 $18M 59k 306.74
Apple (AAPL) 1.6 $17M 79k 222.13
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.5 $16M 361k 45.07
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.4 $16M 168k 92.53
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.4 $15M 331k 46.02
Ishares Tr Mbs Etf (MBB) 1.3 $15M 159k 93.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $13M 287k 45.26
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.1 $13M 275k 46.57
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $12M 296k 39.37
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.0 $11M 209k 52.38
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $11M 137k 76.57
World Gold Tr Spdr Gld Minis (GLDM) 0.8 $9.5M 153k 61.89
Microsoft Corporation (MSFT) 0.8 $9.2M 25k 375.38
NVIDIA Corporation (NVDA) 0.8 $9.2M 84k 108.38
Ssga Active Tr Spdr Ssga Us Sct (XLSR) 0.8 $9.1M 178k 50.77
Ishares Tr Hdg Msci Eafe (HEFA) 0.8 $9.0M 248k 36.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $8.9M 16k 559.38
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $8.8M 217k 40.76
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $7.5M 228k 32.99
Ssga Active Tr Spdr Ssga Fxd (FISR) 0.6 $6.8M 261k 25.88
Amazon (AMZN) 0.6 $6.4M 34k 190.26
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $6.0M 95k 63.53
Spdr Ser Tr Bloomberg Enhncd (CERY) 0.5 $5.4M 196k 27.71
Exxon Mobil Corporation (XOM) 0.4 $5.0M 42k 118.93
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $4.8M 60k 80.65
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $4.5M 87k 51.18
Spdr Ser Tr Bloomberg Emg Mk (EMHC) 0.4 $4.2M 173k 24.16
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.4 $4.1M 152k 27.26
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.4 $3.9M 124k 31.96
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $3.7M 89k 41.13
Alphabet Cap Stk Cl C (GOOG) 0.3 $3.5M 23k 156.23
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $3.3M 32k 105.60
Broadcom (AVGO) 0.3 $3.3M 20k 167.43
Meta Platforms Cl A (META) 0.3 $3.3M 5.6k 576.40
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $3.2M 35k 90.59
Alphabet Cap Stk Cl A (GOOGL) 0.3 $3.0M 20k 154.64
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $2.9M 32k 91.73
Ishares Tr Core S&p500 Etf (IVV) 0.2 $2.7M 4.8k 561.88
Spdr Gold Tr Gold Shs (GLD) 0.2 $2.6M 9.0k 288.14
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.2 $2.5M 113k 22.57
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.2 $2.5M 57k 44.01
JPMorgan Chase & Co. Call Option (JPM) 0.2 $2.5M 10k 245.30
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $2.4M 27k 91.03
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $2.3M 24k 95.98
Spdr Ser Tr Bloomberg Emergi (EBND) 0.2 $2.2M 109k 20.07
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $2.2M 92k 23.61
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.2 $2.1M 111k 19.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.1M 7.7k 274.86
Visa Com Cl A (V) 0.2 $2.1M 5.9k 350.46
Dimensional Etf Trust Us High Profitab (DUHP) 0.2 $2.0M 60k 33.14
Workday Cl A (WDAY) 0.2 $1.9M 8.3k 233.53
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $1.9M 67k 28.15
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $1.9M 81k 22.98
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $1.8M 66k 27.77
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.2 $1.8M 30k 60.60
Chevron Corporation (CVX) 0.2 $1.8M 11k 167.29
Wal-Mart Stores (WMT) 0.2 $1.7M 20k 87.79
Dimensional Etf Trust Global Core Plus (DFGP) 0.2 $1.7M 32k 53.43
Johnson & Johnson (JNJ) 0.2 $1.7M 10k 165.84
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $1.7M 71k 23.37
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $1.7M 68k 24.21
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $1.6M 36k 43.64
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.5M 31k 46.67
UnitedHealth (UNH) 0.1 $1.4M 2.8k 523.75
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.4M 8.6k 166.00
International Business Machines (IBM) 0.1 $1.4M 5.6k 248.66
Dimensional Etf Trust Global Cr Etf (DGCB) 0.1 $1.4M 26k 53.17
Intuit (INTU) 0.1 $1.4M 2.2k 613.86
Oracle Corporation Call Option (ORCL) 0.1 $1.4M 9.8k 139.81
Procter & Gamble Company (PG) 0.1 $1.4M 8.0k 170.42
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.4M 2.9k 468.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.3M 2.5k 532.62
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.3M 6.9k 193.98
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.1 $1.3M 53k 25.15
Tesla Motors (TSLA) 0.1 $1.3M 5.1k 259.17
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $1.3M 58k 22.94
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.2M 10k 121.90
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $1.2M 36k 33.24
Ishares Tr Esg Msci Kld 400 (DSI) 0.1 $1.2M 12k 102.41
Spdr Ser Tr Portfli High Yld (SPHY) 0.1 $1.2M 50k 23.42
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $1.2M 48k 24.18
Select Sector Spdr Tr Technology (XLK) 0.1 $1.1M 5.2k 206.48
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $1.0M 47k 22.42
Eli Lilly & Co. (LLY) 0.1 $1.0M 1.3k 825.91
Schwab Strategic Tr Fundamental Emer (FNDE) 0.1 $1.0M 33k 30.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $976k 1.9k 513.95
Ishares Gold Tr Ishares New (IAU) 0.1 $963k 16k 58.96
ConocoPhillips (COP) 0.1 $953k 9.1k 105.02
Palo Alto Networks Call Option (PANW) 0.1 $950k 5.6k 170.64
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $941k 37k 25.26
Home Depot (HD) 0.1 $937k 2.6k 366.56
Ishares Tr Conv Bd Etf (ICVT) 0.1 $930k 11k 83.61
Amgen (AMGN) 0.1 $914k 2.9k 311.51
Pgim Etf Tr Actv Hy Bd Etf (PHYL) 0.1 $896k 26k 34.82
Spdr Ser Tr Bloomberg High Y (JNK) 0.1 $888k 9.3k 95.30
Abbvie (ABBV) 0.1 $879k 4.2k 209.50
Bank of America Corporation (BAC) 0.1 $873k 21k 41.73
Anthem (ELV) 0.1 $868k 2.0k 434.96
McDonald's Corporation (MCD) 0.1 $860k 2.8k 312.42
Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $849k 37k 23.06
Merck & Co (MRK) 0.1 $819k 9.1k 89.76
salesforce (CRM) 0.1 $813k 3.0k 268.36
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $800k 36k 22.25
Qualcomm (QCOM) 0.1 $796k 5.2k 153.62
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $779k 12k 67.34
Pepsi (PEP) 0.1 $770k 5.1k 149.93
Netflix (NFLX) 0.1 $737k 790.00 932.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $724k 26k 27.96
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $724k 7.2k 100.67
Texas Instruments Incorporated (TXN) 0.1 $721k 4.0k 179.71
Caterpillar (CAT) 0.1 $700k 2.1k 329.76
Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $692k 25k 27.39
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $689k 26k 26.46
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $684k 7.3k 93.66
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $683k 23k 30.10
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.1 $679k 14k 47.48
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $668k 29k 23.13
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $649k 11k 62.10
Raytheon Technologies Corp (RTX) 0.1 $637k 4.8k 132.46
Costco Wholesale Corporation (COST) 0.1 $632k 668.00 946.32
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $628k 25k 25.54
Nxp Semiconductors N V (NXPI) 0.1 $624k 3.3k 190.06
Paypal Holdings Call Option (PYPL) 0.1 $624k 9.6k 65.25
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $617k 21k 29.12
AFLAC Incorporated (AFL) 0.1 $616k 5.5k 111.19
McKesson Corporation (MCK) 0.1 $616k 915.00 672.99
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $608k 23k 26.94
At&t (T) 0.1 $597k 21k 28.28
Ssga Active Tr Spdr Ssga Us Equ (SPIN) 0.1 $586k 20k 29.33
Mastercard Incorporated Cl A (MA) 0.1 $579k 1.1k 548.36
American Airls (AAL) 0.1 $568k 54k 10.55
Dell Technologies CL C (DELL) 0.1 $560k 6.1k 91.15
Ishares Esg Awr Msci Em (ESGE) 0.0 $559k 16k 34.95
Parker-Hannifin Corporation (PH) 0.0 $557k 917.00 607.85
Cisco Systems (CSCO) 0.0 $550k 8.9k 61.71
Lam Research Corp Com New (LRCX) 0.0 $550k 7.6k 72.70
Philip Morris International (PM) 0.0 $548k 3.5k 158.73
Deere & Company (DE) 0.0 $546k 1.2k 469.35
Southern Company (SO) 0.0 $539k 5.9k 91.96
Blackrock (BLK) 0.0 $538k 568.00 946.48
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $536k 25k 21.77
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $534k 9.2k 58.35
Accenture Plc Ireland Shs Class A (ACN) 0.0 $527k 1.7k 312.04
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.0 $513k 5.1k 99.88
Prudential Financial (PRU) 0.0 $509k 4.6k 111.68
Advanced Micro Devices (AMD) 0.0 $509k 5.0k 102.74
Coca-Cola Company (KO) 0.0 $504k 7.0k 71.62
General Dynamics Corporation (GD) 0.0 $494k 1.8k 272.58
Pfizer (PFE) 0.0 $492k 19k 25.34
MetLife (MET) 0.0 $491k 6.1k 80.29
Verizon Communications (VZ) 0.0 $491k 11k 45.36
Wells Fargo & Company (WFC) 0.0 $491k 6.8k 71.79
Wp Carey (WPC) 0.0 $481k 7.6k 63.11
Servicenow (NOW) 0.0 $479k 602.00 796.14
Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT) 0.0 $459k 9.8k 46.81
3M Company (MMM) 0.0 $457k 3.1k 146.85
Lockheed Martin Corporation (LMT) 0.0 $455k 1.0k 446.71
Arthur J. Gallagher & Co. (AJG) 0.0 $454k 1.3k 345.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $453k 7.5k 60.66
Union Pacific Corporation (UNP) 0.0 $437k 1.9k 236.26
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $432k 6.6k 65.21
Morgan Stanley Com New (MS) 0.0 $425k 3.6k 116.67
Rivian Automotive Com Cl A (RIVN) 0.0 $420k 34k 12.45
CSX Corporation (CSX) 0.0 $418k 14k 29.43
Adobe Systems Incorporated (ADBE) 0.0 $417k 1.1k 383.63
Enterprise Products Partners (EPD) 0.0 $410k 12k 34.14
Ishares Tr Ibonds 2027 Term (IBHG) 0.0 $402k 18k 22.32
Vanguard Index Fds Growth Etf (VUG) 0.0 $401k 1.1k 370.92
Medtronic SHS (MDT) 0.0 $394k 4.4k 89.86
Intuitive Surgical Com New (ISRG) 0.0 $394k 795.00 495.27
Asml Holding N V N Y Registry Shs Call Option (ASML) 0.0 $392k 591.00 662.63
Ishares Tr Ibonds 2026 Term (IBHF) 0.0 $383k 17k 23.22
Danaher Corporation (DHR) 0.0 $380k 1.9k 205.00
Kinder Morgan (KMI) 0.0 $371k 13k 28.53
Spdr Ser Tr Dj Reit Etf (RWR) 0.0 $367k 3.7k 99.12
Phillips 66 (PSX) 0.0 $366k 3.0k 123.48
Vanguard Index Fds Value Etf (VTV) 0.0 $363k 2.1k 172.74
Marsh & McLennan Companies 0.0 $362k 1.5k 244.03
Goldman Sachs Call Option (GS) 0.0 $361k 660.00 546.29
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $358k 2.1k 172.26
Prologis (PLD) 0.0 $357k 3.2k 111.79
Blackrock Etf Trust World Ex Us Carb (LCTD) 0.0 $349k 7.6k 46.19
Eaton Corp SHS (ETN) 0.0 $341k 1.3k 271.83
Applied Materials Call Option (AMAT) 0.0 $332k 2.3k 145.12
Cyberark Software SHS (CYBR) 0.0 $332k 981.00 338.00
Spdr Index Shs Fds S&p Gblinf Etf (GII) 0.0 $327k 5.3k 62.00
Automatic Data Processing (ADP) 0.0 $326k 1.1k 305.53
Fortinet (FTNT) 0.0 $325k 3.4k 96.26
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.0 $323k 14k 23.24
Altria (MO) 0.0 $319k 5.3k 60.03
Dimensional Etf Trust Global Real Est (DFGR) 0.0 $319k 12k 26.26
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.0 $317k 14k 23.36
Bank of New York Mellon Corporation (BK) 0.0 $314k 3.7k 83.87
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.0 $312k 12k 27.05
Dow (DOW) 0.0 $312k 8.9k 34.92
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $312k 11k 29.24
Dimensional Etf Trust Emerging Mkts Hi (DEHP) 0.0 $311k 12k 25.22
Becton, Dickinson and (BDX) 0.0 $308k 1.3k 229.06
Ishares Tr Core 40/60 Moder (AOM) 0.0 $305k 7.0k 43.88
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $304k 3.3k 92.29
Vanguard Index Fds Small Cp Etf (VB) 0.0 $303k 1.4k 221.79
Uber Technologies (UBER) 0.0 $300k 4.1k 72.86
Illinois Tool Works (ITW) 0.0 $299k 1.2k 248.01
Dimensional Etf Trust Short Duration F (DFSD) 0.0 $297k 6.2k 47.52
Abbott Laboratories (ABT) 0.0 $296k 2.2k 132.65
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $296k 7.0k 42.06
Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.0 $294k 5.6k 52.25
TJX Companies (TJX) 0.0 $293k 2.4k 121.80
Citigroup Com New (C) 0.0 $291k 4.1k 70.99
Thermo Fisher Scientific (TMO) 0.0 $290k 582.00 497.60
Ishares Tr Ibonds Oct 2026 (IBIC) 0.0 $290k 11k 25.98
Ishares Tr Ibonds Oct 2025 (IBIB) 0.0 $288k 11k 25.67
S&p Global (SPGI) 0.0 $285k 561.00 508.10
Comcast Corp Cl A (CMCSA) 0.0 $285k 7.7k 36.90
Palantir Technologies Cl A (PLTR) 0.0 $284k 3.4k 84.40
Micron Technology Call Option (MU) 0.0 $283k 3.3k 86.89
Cummins (CMI) 0.0 $281k 897.00 313.44
Fifth Third Ban (FITB) 0.0 $278k 7.1k 39.20
Zoetis Cl A (ZTS) 0.0 $277k 1.7k 164.65
Xcel Energy (XEL) 0.0 $275k 3.9k 70.79
American Electric Power Company (AEP) 0.0 $273k 2.5k 109.27
Motorola Solutions Com New (MSI) 0.0 $272k 620.00 437.90
Us Bancorp Del Com New (USB) 0.0 $271k 6.4k 42.22
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.0 $271k 12k 23.22
Equifax (EFX) 0.0 $265k 1.1k 243.56
Johnson Ctls Intl SHS (JCI) 0.0 $257k 3.2k 80.11
W.W. Grainger (GWW) 0.0 $256k 259.00 987.83
Public Service Enterprise (PEG) 0.0 $255k 3.1k 82.30
Williams Companies (WMB) 0.0 $250k 4.2k 59.76
Sherwin-Williams Company (SHW) 0.0 $250k 717.00 349.19
Owl Rock Capital Corporation (OBDC) 0.0 $250k 17k 14.66
Progressive Corporation (PGR) 0.0 $248k 875.00 283.01
Walt Disney Company (DIS) 0.0 $247k 2.5k 98.72
Equinix (EQIX) 0.0 $247k 303.00 815.35
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $247k 8.6k 28.58
Lowe's Companies (LOW) 0.0 $246k 1.1k 233.14
Norfolk Southern (NSC) 0.0 $246k 1.0k 236.85
eBay (EBAY) 0.0 $245k 3.6k 67.73
PNC Financial Services (PNC) 0.0 $242k 1.4k 175.77
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.0 $239k 5.5k 43.32
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.0 $238k 3.1k 76.62
Lamar Advertising Cl A (LAMR) 0.0 $237k 2.1k 113.78
Stryker Corporation (SYK) 0.0 $237k 636.00 372.25
Confluent Class A Com (CFLT) 0.0 $234k 10k 23.44
Charles Schwab Corporation (SCHW) 0.0 $233k 3.0k 78.28
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $229k 546.00 419.89
Novo-nordisk A S Adr (NVO) 0.0 $226k 3.3k 69.44
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.0 $223k 5.8k 38.36
Starbucks Corporation (SBUX) 0.0 $217k 2.2k 98.08
Microchip Technology (MCHP) 0.0 $216k 4.5k 48.41
Shopify Cl A (SHOP) 0.0 $214k 2.2k 95.48
Diamondback Energy (FANG) 0.0 $212k 1.3k 159.88
Spdr Ser Tr Ice Pfd Sec Etf (PSK) 0.0 $206k 6.4k 32.39
L3harris Technologies (LHX) 0.0 $204k 976.00 209.31
Target Corporation (TGT) 0.0 $203k 1.9k 104.36
Aon Shs Cl A (AON) 0.0 $202k 505.00 399.09
Eastman Chemical Company (EMN) 0.0 $201k 2.3k 88.11
Liberty Energy Com Cl A (LBRT) 0.0 $182k 12k 15.83
Ford Motor Company (F) 0.0 $176k 18k 10.03
WisdomTree Investments (WT) 0.0 $97k 11k 8.92