Austin, TX

Austin Private Wealth, LLC Goe – GuruFocus.com

Published

2 years ago

October 29, 2022

Austin Personal Wealth, LLC lately filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report particulars which shares had been in a guru’s fairness portfolio on the finish of the quarter, although buyers ought to notice that these filings are restricted in scope, containing solely a snapshot of lengthy positions in U.S.-listed shares and American depository receipts as of the quarter’s finish. They aren’t required to incorporate worldwide holdings, quick positions or different kinds of investments. Nonetheless, even this restricted submitting can present priceless info.

3108 N LAMAR BOULEVARD AUSTIN, TX 78705

As of the newest 13F report, the guru’s fairness portfolio contained 135 shares valued at a complete of $476.00Mil. The highest holdings had been
VONE(13.56%),
SPLG(10.49%),
and
VTWO(9.16%).

In response to GuruFocus information, these had been Austin Personal Wealth, LLC’s prime 5 trades of the quarter.

iShares Nationwide Muni Bond ETF

Through the quarter, Austin Personal Wealth, LLC purchased 134,111 shares of ARCA:MUB for a complete holding of 142,879. The commerce had a 2.89% influence on the fairness portfolio. Through the quarter, the inventory traded for a median value of $105.91.

On 10/28/2022, iShares Nationwide Muni Bond ETF traded for a value of $101.68 per share and a market cap of $28.44Bil. The inventory has returned -10.49% over the previous yr.

There may be inadequate information to calculate the inventory’s monetary energy and profitability scores.

When it comes to valuation, iShares Nationwide Muni Bond ETF has

a price-earnings ratio of 9999.00.

Vanguard Intermediate-Time period Bond ETF

The guru established a brand new place price 187,546 shares in ARCA:BIV, giving the inventory a 2.89% weight within the fairness portfolio. Shares traded for a median value of $77.06 in the course of the quarter.

On 10/28/2022, Vanguard Intermediate-Time period Bond ETF traded for a value of $73.09 per share and a market cap of $12.23Bil. The inventory has returned -15.41% over the previous yr.

There may be inadequate information to calculate the inventory’s monetary energy and profitability scores.

When it comes to valuation, Vanguard Intermediate-Time period Bond ETF has

a price-earnings ratio of 9999.00.

SPDR Portfolio S&P 500 ETF

Through the quarter, Austin Personal Wealth, LLC purchased 197,673 shares of ARCA:SPLG for a complete holding of 1,190,572. The commerce had a 1.74% influence on the fairness portfolio. Through the quarter, the inventory traded for a median value of $46.53.

On 10/28/2022, SPDR Portfolio S&P 500 ETF traded for a value of $45 per share and a market cap of $13.96Bil. The inventory has returned -14.99% over the previous yr.

There may be inadequate information to calculate the inventory’s monetary energy and profitability scores.

When it comes to valuation, SPDR Portfolio S&P 500 ETF has

a price-earnings ratio of 9999.00 and

a price-book ratio of three.38.

iShares U.S. Treasury Bond ETF

Through the quarter, Austin Personal Wealth, LLC purchased 290,162 shares of BATS:GOVT for a complete holding of 806,902. The commerce had a 1.38% influence on the fairness portfolio. Through the quarter, the inventory traded for a median value of $23.61.

On 10/28/2022, iShares U.S. Treasury Bond ETF traded for a value of $22.5102 per share and a market cap of $21.63Bil. The inventory has returned -13.72% over the previous yr.

There may be inadequate information to calculate the inventory’s monetary energy and profitability scores.

When it comes to valuation, iShares U.S. Treasury Bond ETF has

a price-earnings ratio of 9999.00.

iShares MSCI EAFE Progress ETF

Through the quarter, Austin Personal Wealth, LLC purchased 79,127 shares of BATS:EFG for a complete holding of 266,249. The commerce had a 1.2% influence on the fairness portfolio. Through the quarter, the inventory traded for a median value of $81.57.

On 10/28/2022, iShares MSCI EAFE Progress ETF traded for a value of $76.39 per share and a market cap of $9.03Bil. The inventory has returned -29.42% over the previous yr.

There may be inadequate information to calculate the inventory’s monetary energy and profitability scores.

When it comes to valuation, iShares MSCI EAFE Progress ETF has

a price-earnings ratio of 9999.00 and

a price-book ratio of two.93.

Please notice, the numbers and information quoted are as of the writing of this text and should not issue within the newest buying and selling information or firm bulletins.

Wish to present suggestions on this text? Have questions or considerations? Get in contact with us right here, or e-mail us at [email protected]!

This text is common in nature and doesn’t signify the opinions of GuruFocus or any of its associates. This text just isn’t meant to be monetary recommendation, nor does it represent funding recommendation or suggestions. It was written with out regard to your particular person state of affairs or monetary targets. We goal to carry you elementary, data-driven evaluation, The data on this web site is under no circumstances assured for completeness, accuracy or in every other means.

Source link

Related Topics:article BIV EFG Featured GOVT GuruFocus Insider MUB news SPLG

Click to comment

Austin, TX

President Joe Biden to speak in Austin as Republican convention kicks off in Milwaukee

Published

2 hours ago

July 7, 2024

Press Room

President Joe Biden to speak in Austin as Republican convention kicks off in Milwaukee

AUSTIN (The Texas Tribune) — President Joe Biden will deliver remarks at Austin’s Lyndon Baines Johnson Presidential Library on July 15 to commemorate the 60th anniversary of the Civil Rights Act, a White House official confirmed on Sunday.

The visit is the first of three stops in three days, starting in Austin, then onto Las Vegas where Biden will speak at the 115th NAACP National Convention on July 16 and then the following day at the UnidosUS annual conference, described as one of the largest gatherings of Latinos in the country.

His appearance in Austin coincides with the opening day of the Republican National Convention in Milwaukee, where Republicans will discuss their party platform and formally nominate Trump.

The trips to Texas and Nevada follow Biden’s poor debate performance against former President Donald Trump on June 27. The president’s fumbles led some Congressional Democrats, starting with U.S. Rep. Lloyd Doggett, D-Austin, to call on Biden to withdraw from the race for president.

Doggett was not immediately available on Sunday to comment on Biden’s upcoming visit to Texas.

The LBJ Presidential Library has not yet released a statement about the president’s visit but has confirmed the event. On July 2, 1964, Johnson signed the Civil Rights Act into law, which barred discrimination on the basis of race, color, religion or national origin. Biden plans to discuss his administration’s “progress advancing civil rights and his vision to ensure the promise of America for all communities,” according to White House staff.

In 2014, U.S. presidents Barack Obama, George W. Bush, Bill Clinton and Jimmy Carter visited Austin for a three-day summit commemorating the 50th anniversary of the 1964 Civil Rights Act.

Biden’s remarks at the NAACP national convention in Las Vegas will focus on his administration’s efforts to advance racial justice, according to a statement from the White House.

Growing numbers of Democrats, including in Texas, have expressed concern that Biden could cost them their seats in November. The president has engaged in a series of campaign stops to try to quell Democrats’ concerns about whether Biden is fit for another term in office. Biden would be 86 by the end of a second term.

This article originally appeared in The Texas Tribune at https://www.texastribune.org/2024/07/07/texas-joe-biden-lbj-library/.

Source link

Austin, TX

Beryl is expected to hit the Texas coast early Monday as a Category 1 hurricane

Published

10 hours ago

July 7, 2024

Press Room

Beryl is expected to hit the Texas coast early Monday as a Category 1 hurricane

This post was last updated at 10 a.m. Sunday. Scroll to the bottom for the latest updates from the National Weather Service.

Tropical Storm Beryl is expected to make landfall in the area of Matagorda Bay early Monday morning, as the storm track shifts east closer to Houston and away from Austin and San Antonio.

Austin is no longer in the storm’s cone — the path that weather forecasters believe Beryl will probably take — and rainfall chances along the Interstate 35 corridor have lowered to 0.5-1 inch of rain, the National Weather Service said Sunday morning. Counties to the east of Austin are expected to get higher rainfall totals of 2-4 inches.

The NWS believes Beryl will make landfall as a Category 1 hurricane, which means the storm has sustained wind speeds of 74-95 mph. Tropical storm-level winds could arrive to coastal areas as early as Sunday afternoon, the Weather Service said, with hurricane-force winds arriving Sunday night.

Even though a Category 1 hurricane is expected, the NWS says people in the path should prepare as if a Category 2 hurricane will hit, due to levels of uncertainty in the forecast.

“Based on the current forecast, heavy rain and some localized flooding could occur all the way from the coast through areas near College Station, Tyler, and Texarkana as the storm moves through Texas on its current track,” Lt. Gov. Dan Patrick said in a statement early Sunday. Patrick is serving as acting governor while Gov. Greg Abbott is in East Asia on an economic development trip.

Patrick added 81 counties to the state’s disaster declaration in preparation for the storm, including Travis, Williamson, Bastrop and Hays counties.

Follow the latest updates from the National Weather Service below. Refresh your screen if the updates do not appear.

Source link

Austin, TX

Beryl expected to make landfall on Texas coast Monday

Published

17 hours ago

July 7, 2024

Press Room

Beryl expected to make landfall on Texas coast Monday

Beryl expected to hit Texas coast Monday

Beryl, the earliest storm to develop into a Category 5 hurricane, caused 11 deaths and impacted thousands in the Caribbean islands this week. FOX 7 Austin’s Tan Radford has more.

AUSTIN, Texas – Beryl, the earliest storm to develop into a Category 5 hurricane, caused 11 deaths and impacted thousands in the Caribbean islands this week.

“It’s scary I don’t feel too exposed here in Austin just because we are a little far away from the coast. But I mean it is terrifying for those communities, especially for people who don’t have the resources to get out”, says Josiah Mercer.

Texas Lt. Governor Dan Patrick has placed more than 120 counties under a disaster declaration – including nine in our area, urging Texans to prepare for the storm.

Beryl: Texas preps for storm impacts

Communities across the southeastern part of the state are preparing for Beryl. FOX 7 Austin’s Tan Radford has details.

Beryl is expected to make landfall on the Texas coast Monday.

“I have never experienced it before, so I am kind of trying to make sure that we are going to have everything ok, just in case anything does happen” , says Kleena Adair.

“I have groceries at my house, I’m planning to stay indoors. I’m not in an area that tends to flood, so I’m not too worried about myself, but I’m glad to not have to go to work if it is going to be raining super hard,” says Mercer.

According to Fox 7 Meteorologist Leslie London, the main threats to the city of Austin are flooding and strong wind gusts.

Beryl hits parts of Mexico

Beryl is heading toward the Texas coastline. Now, thousands are preparing for the storm in the Gulf

“Overall, I am generally prepared in terms of I have like a little bug out kit with batteries and flashlights in my house, for this it’s just about not needing to go out for groceries in the next few days, is really all I have thought about , specific planning for this just make sure I have food in my house,” says Mercer.

Austin Emergency Management urges residents to make a plan, build a kit, know your neighbors and stay informed in case of an emergency.

“Just staying in that is my plan,, says Mercer.

Source link