Prestige Wealth Management Group
Latest statistics and disclosures from Prestige Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DGRW, ICVT, USHY, BND, AGGY, and represent 34.14% of Prestige Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: XLF (+$13M), XLP (+$13M), VTV (+$6.7M), ICVT, BND, AGGY, USHY, PLD, MMIT, WMT.
- Started 40 new stock positions in DKNG, ALTM, HRL, ADTN, UBER, OMCL, HOUS, HALO, FWRD, HTZ.
- Reduced shares in these 10 stocks: XLV (-$13M), XLRE (-$12M), VUG (-$9.5M), DGRW, BRK.B, XLK, JPM, V, QGRW, MA.
- Sold out of its positions in ARM, ATO, Aurora Cannabis, BPT, MUJ, GTLS, Cooper Companies, NVST, FSLR, FPE.
- Prestige Wealth Management Group was a net seller of stock by $-2.6M.
- Prestige Wealth Management Group has $464M in assets under management (AUM), dropping by 5.32%.
- Central Index Key (CIK): 0001772715
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Portfolio Holdings for Prestige Wealth Management Group
Prestige Wealth Management Group holds 1020 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Prestige Wealth Management Group has 1020 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Prestige Wealth Management Group March 31, 2024 positions
- Download the Prestige Wealth Management Group March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 11.4 | $53M | -7% | 697k | 76.19 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 5.8 | $27M | +14% | 335k | 79.83 |
|
| Ishares Tr Broad Usd High (USHY) | 5.7 | $27M | +10% | 723k | 36.59 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.6 | $26M | +13% | 360k | 72.63 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 5.6 | $26M | +11% | 600k | 43.40 |
|
| Apple (AAPL) | 4.2 | $20M | -2% | 115k | 171.48 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 4.0 | $19M | -6% | 457k | 41.10 |
|
| Select Sector Spdr Tr Financial (XLF) | 3.0 | $14M | +1118% | 329k | 42.12 |
|
| Colgate-Palmolive Company (CL) | 2.9 | $13M | 149k | 90.05 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.7 | $13M | +38454% | 164k | 76.36 |
|
| Microsoft Corporation (MSFT) | 2.6 | $12M | -6% | 28k | 420.73 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $8.3M | -53% | 24k | 344.19 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.6 | $7.5M | -21% | 36k | 208.27 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 1.6 | $7.5M | -7% | 86k | 87.29 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.6 | $7.4M | -63% | 50k | 147.73 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.4 | $6.7M | +136993% | 41k | 162.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $6.6M | +6% | 44k | 150.93 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 1.4 | $6.4M | +12% | 84k | 76.00 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.4 | $6.3M | -6% | 78k | 81.66 |
|
| Meta Platforms Cl A (META) | 1.3 | $6.1M | -9% | 13k | 485.58 |
|
| Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 1.3 | $5.8M | +24% | 239k | 24.39 |
|
| Johnson & Johnson (JNJ) | 1.0 | $4.5M | 28k | 158.19 |
|
|
| Amazon (AMZN) | 0.9 | $4.3M | 24k | 180.38 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.9 | $4.1M | +16% | 80k | 51.36 |
|
| Merck & Co (MRK) | 0.9 | $4.0M | -2% | 30k | 132.72 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $3.8M | -12% | 4.2k | 903.57 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.8 | $3.8M | 43k | 87.23 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.8 | $3.7M | +23% | 45k | 82.97 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.8 | $3.5M | -24% | 70k | 50.29 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $3.4M | 68k | 50.60 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $3.4M | 29k | 116.24 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.7 | $3.1M | 53k | 58.59 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.7 | $3.1M | -16% | 32k | 95.60 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $3.0M | -35% | 15k | 200.30 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.6 | $2.9M | +29% | 56k | 52.47 |
|
| Visa Com Cl A (V) | 0.6 | $2.9M | -32% | 10k | 279.09 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $2.8M | 46k | 61.05 |
|
|
| Home Depot (HD) | 0.6 | $2.6M | 6.9k | 383.61 |
|
|
| UnitedHealth (UNH) | 0.5 | $2.1M | +11% | 4.3k | 494.74 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $2.0M | -2% | 2.8k | 732.65 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.8M | -53% | 4.2k | 420.52 |
|
| Oracle Corporation (ORCL) | 0.4 | $1.7M | 14k | 125.61 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $1.7M | +204% | 28k | 60.38 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $1.7M | -18% | 18k | 92.72 |
|
| Bristol-myers Squibb Call (Principal) (BMY) | 0.3 | $1.6M | +10% | 30k | 54.23 |
|
| Prologis (PLD) | 0.3 | $1.5M | +1514% | 12k | 130.22 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.5M | -2% | 9.3k | 162.24 |
|
| Tesla Motors (TSLA) | 0.3 | $1.4M | +14% | 8.2k | 175.79 |
|
| Automatic Data Processing (ADP) | 0.3 | $1.4M | 5.6k | 251.15 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $1.4M | 32k | 43.35 |
|
|
| Bank of America Corporation (BAC) | 0.3 | $1.3M | -30% | 35k | 37.92 |
|
| Broadcom (AVGO) | 0.3 | $1.3M | 955.00 | 1325.81 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.2M | -49% | 2.5k | 481.57 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $1.2M | 12k | 100.54 |
|
|
| American Tower Reit (AMT) | 0.2 | $1.1M | +6089% | 5.7k | 197.59 |
|
| Public Service Enterprise (PEG) | 0.2 | $1.1M | 16k | 66.78 |
|
|
| Walt Disney Company (DIS) | 0.2 | $1.1M | -8% | 8.7k | 122.36 |
|
| Linde SHS (LIN) | 0.2 | $1.0M | 2.2k | 464.32 |
|
|
| Netflix (NFLX) | 0.2 | $1.0M | -19% | 1.7k | 607.33 |
|
| Caterpillar (CAT) | 0.2 | $965k | 2.6k | 366.44 |
|
|
| Equinix (EQIX) | 0.2 | $948k | +6277% | 1.1k | 825.33 |
|
| Verizon Communications (VZ) | 0.2 | $930k | -2% | 22k | 41.96 |
|
| McDonald's Corporation (MCD) | 0.2 | $924k | -2% | 3.3k | 281.99 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $913k | 16k | 56.98 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $822k | -7% | 2.9k | 286.61 |
|
| At&t (T) | 0.2 | $793k | -11% | 45k | 17.60 |
|
| Goldman Sachs (GS) | 0.2 | $762k | -35% | 1.8k | 417.73 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $750k | -29% | 1.6k | 454.95 |
|
| Union Pacific Corporation (UNP) | 0.2 | $741k | 3.0k | 245.90 |
|
|
| Pepsi (PEP) | 0.1 | $678k | 3.8k | 176.27 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $651k | 1.9k | 346.61 |
|
|
| Applied Materials (AMAT) | 0.1 | $631k | -2% | 3.1k | 206.23 |
|
| Metropcs Communications (TMUS) | 0.1 | $631k | -4% | 3.9k | 163.22 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $629k | +8109% | 6.7k | 93.44 |
|
| Medtronic SHS (MDT) | 0.1 | $620k | 7.1k | 87.85 |
|
|
| Simon Property (SPG) | 0.1 | $614k | +21705% | 3.9k | 156.49 |
|
| Qualcomm (QCOM) | 0.1 | $598k | 3.5k | 169.28 |
|
|
| Coca-Cola Company (KO) | 0.1 | $593k | -8% | 9.6k | 61.71 |
|
| Realty Income (O) | 0.1 | $590k | +45133% | 11k | 54.36 |
|
| Crown Castle Intl (CCI) | 0.1 | $586k | +1721% | 5.5k | 105.83 |
|
| Public Storage (PSA) | 0.1 | $577k | +2295% | 2.0k | 290.06 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $558k | +8% | 3.1k | 182.59 |
|
| Cisco Systems (CSCO) | 0.1 | $549k | -5% | 11k | 49.91 |
|
| Digital Realty Trust (DLR) | 0.1 | $544k | +3023% | 3.8k | 144.04 |
|
| Honeywell International (HON) | 0.1 | $523k | 2.5k | 205.22 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $520k | -6% | 4.6k | 114.13 |
|
| Lowe's Companies (LOW) | 0.1 | $518k | 2.0k | 254.78 |
|
|
| McKesson Corporation (MCK) | 0.1 | $514k | -3% | 956.00 | 537.47 |
|
| M&T Bank Corporation (MTB) | 0.1 | $490k | +80% | 3.4k | 145.44 |
|
| ConocoPhillips (COP) | 0.1 | $489k | 3.8k | 127.28 |
|
|
| CoStar (CSGP) | 0.1 | $480k | +7202% | 5.0k | 96.60 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $473k | 938.00 | 504.60 |
|
|
| Rockwell Automation (ROK) | 0.1 | $470k | 1.6k | 291.33 |
|
|
| Intuit (INTU) | 0.1 | $469k | 722.00 | 650.02 |
|
|
| Stryker Corporation (SYK) | 0.1 | $458k | 1.3k | 358.70 |
|
|
| Electronic Arts (EA) | 0.1 | $456k | 3.4k | 132.67 |
|
|
| Chubb (CB) | 0.1 | $442k | -43% | 1.7k | 260.00 |
|
| S&p Global (SPGI) | 0.1 | $441k | -48% | 1.0k | 425.50 |
|
| Abbott Laboratories (ABT) | 0.1 | $436k | 3.8k | 113.65 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $434k | 1.6k | 271.76 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $430k | 553.00 | 777.96 |
|
|
| Nextera Energy (NEE) | 0.1 | $430k | +2% | 6.7k | 63.91 |
|
| Kraft Heinz (KHC) | 0.1 | $404k | 11k | 36.90 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $390k | 2.9k | 136.60 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $387k | 1.3k | 290.63 |
|
|
| Extra Space Storage (EXR) | 0.1 | $385k | +2602% | 2.6k | 147.00 |
|
| Vici Pptys (VICI) | 0.1 | $379k | +8558% | 13k | 30.20 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $379k | 1.1k | 347.37 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $378k | -25% | 1.1k | 337.05 |
|
| United Parcel Service CL B (UPS) | 0.1 | $377k | +3% | 2.5k | 148.63 |
|
| BlackRock (BLK) | 0.1 | $372k | -49% | 446.00 | 833.84 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $368k | -4% | 2.1k | 174.18 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $358k | +16613% | 3.7k | 97.24 |
|
| CSX Corporation (CSX) | 0.1 | $357k | +2% | 9.6k | 37.07 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $355k | 4.4k | 81.43 |
|
|
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $352k | +878% | 9.8k | 35.92 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $347k | 4.6k | 75.99 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $337k | 2.8k | 119.51 |
|
|
| Truist Financial Corp equities (TFC) | 0.1 | $331k | +8% | 8.5k | 38.98 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $329k | 1.6k | 205.66 |
|
|
| Take-Two Interactive Software (TTWO) | 0.1 | $318k | +4% | 2.1k | 148.49 |
|
| AvalonBay Communities (AVB) | 0.1 | $318k | NEW | 1.7k | 187.33 |
|
| Pfizer (PFE) | 0.1 | $315k | -6% | 11k | 27.75 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $311k | -50% | 1.5k | 206.02 |
|
| Illinois Tool Works (ITW) | 0.1 | $311k | +2% | 1.2k | 269.73 |
|
| Anthem (ELV) | 0.1 | $302k | -5% | 583.00 | 518.58 |
|
| Iron Mountain (IRM) | 0.1 | $297k | +1950% | 3.7k | 80.86 |
|
| Analog Devices (ADI) | 0.1 | $297k | 1.5k | 197.82 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $289k | -25% | 298.00 | 970.47 |
|
| FedEx Corporation (FDX) | 0.1 | $288k | 989.00 | 290.95 |
|
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $287k | +4306% | 1.3k | 216.70 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $284k | 33k | 8.73 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $284k | 406.00 | 698.61 |
|
|
| Omni (OMC) | 0.1 | $270k | +5% | 2.8k | 97.46 |
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $266k | +69333% | 4.2k | 63.78 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $256k | -6% | 2.0k | 131.22 |
|
| Invitation Homes (INVH) | 0.1 | $252k | +9122% | 7.0k | 35.89 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $247k | 2.5k | 97.53 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $246k | 6.1k | 40.05 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $243k | 505.00 | 480.30 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.1 | $240k | +8671% | 1.8k | 130.18 |
|
| Eaton Corp SHS (ETN) | 0.1 | $239k | 765.00 | 312.53 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $238k | -14% | 827.00 | 288.03 |
|
| Air Products & Chemicals (APD) | 0.1 | $236k | 967.00 | 244.13 |
|
|
| Cme (CME) | 0.1 | $235k | -50% | 1.1k | 215.37 |
|
| Nike CL B (NKE) | 0.1 | $233k | 2.5k | 94.36 |
|
|
| PNC Financial Services (PNC) | 0.0 | $212k | +3% | 1.3k | 161.67 |
|
| Morgan Stanley Com New (MS) | 0.0 | $211k | -63% | 2.2k | 94.16 |
|
| Starbucks Corporation (SBUX) | 0.0 | $209k | 2.3k | 91.37 |
|
|
| Sempra Energy (SRE) | 0.0 | $206k | +12% | 2.8k | 72.44 |
|
| Live Nation Entertainment (LYV) | 0.0 | $203k | +4% | 1.9k | 105.80 |
|
| Roper Industries (ROP) | 0.0 | $200k | -6% | 357.00 | 560.85 |
|
| Symbotic Class A Com (SYM) | 0.0 | $199k | NEW | 4.4k | 45.00 |
|
| Cdw (CDW) | 0.0 | $199k | -4% | 778.00 | 255.78 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $185k | -53% | 4.0k | 46.00 |
|
| Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) | 0.0 | $184k | 6.1k | 30.26 |
|
|
| Target Corporation (TGT) | 0.0 | $181k | +5% | 1.0k | 177.28 |
|
| Cigna Corp (CI) | 0.0 | $179k | 492.00 | 363.19 |
|
|
| Chevron Corporation (CVX) | 0.0 | $179k | -8% | 1.1k | 157.74 |
|
| Interpublic Group of Companies (IPG) | 0.0 | $178k | +4% | 5.5k | 32.63 |
|
| Aon Shs Cl A (AON) | 0.0 | $178k | 532.00 | 333.72 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $177k | -5% | 2.8k | 64.15 |
|
| United Rentals (URI) | 0.0 | $173k | 240.00 | 721.11 |
|
|
| Boeing Company (BA) | 0.0 | $170k | 882.00 | 192.99 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $162k | -4% | 654.00 | 247.49 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $162k | 1.8k | 92.42 |
|
|
| Hca Holdings (HCA) | 0.0 | $159k | 478.00 | 333.53 |
|
|
| Franklin Templeton Etf Tr Brandywineglobal (DVAL) | 0.0 | $159k | 12k | 13.68 |
|
|
| American Express Company (AXP) | 0.0 | $155k | -72% | 682.00 | 227.69 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $148k | -32% | 4.8k | 30.83 |
|
| Match Group (MTCH) | 0.0 | $146k | +3% | 4.0k | 36.28 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $145k | -9% | 151.00 | 962.49 |
|
| Hess (HES) | 0.0 | $142k | 929.00 | 152.64 |
|
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $141k | 3.0k | 46.65 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $141k | -4% | 923.00 | 152.29 |
|
| Prudential Financial (PRU) | 0.0 | $140k | 1.2k | 117.40 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $138k | -6% | 289.00 | 478.66 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $137k | 1.1k | 125.38 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $135k | 1.7k | 79.76 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $134k | 6.3k | 21.28 |
|
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| News Corp Cl A (NWSA) | 0.0 | $131k | +3% | 5.0k | 26.30 |
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| Advanced Micro Devices (AMD) | 0.0 | $128k | 709.00 | 180.49 |
|
|
| Paypal Hldgs Call (Principal) (PYPL) | 0.0 | $124k | -53% | 1.9k | 66.99 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $121k | 271.00 | 444.59 |
|
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| Textron (TXT) | 0.0 | $120k | 1.3k | 95.95 |
|
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| Discover Financial Services (DFS) | 0.0 | $119k | -14% | 910.00 | 131.09 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $118k | 3.8k | 31.28 |
|
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| Abbvie (ABBV) | 0.0 | $118k | -29% | 645.00 | 182.10 |
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| Citigroup Com New (C) | 0.0 | $115k | -76% | 1.8k | 63.24 |
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $115k | 735.00 | 155.74 |
|
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| Humana (HUM) | 0.0 | $114k | -8% | 328.00 | 347.62 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $112k | +37% | 1.5k | 75.40 |
|
| Amgen (AMGN) | 0.0 | $109k | -6% | 383.00 | 284.34 |
|
| International Business Machines (IBM) | 0.0 | $108k | -19% | 563.00 | 190.96 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $107k | -99% | 2.7k | 39.53 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $106k | 1.8k | 57.62 |
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| Spdr Ser Tr S&p Telecom (XTL) | 0.0 | $105k | +26% | 1.4k | 74.26 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $102k | -10% | 1.4k | 73.15 |
|
| Constellation Energy (CEG) | 0.0 | $102k | 553.00 | 184.85 |
|
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| Brunswick Corporation (BC) | 0.0 | $102k | +2478% | 1.1k | 96.52 |
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| Emerson Electric (EMR) | 0.0 | $101k | 890.00 | 113.42 |
|
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| Marriott Intl Cl A (MAR) | 0.0 | $101k | 400.00 | 252.31 |
|
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| Nxp Semiconductors N V (NXPI) | 0.0 | $101k | 404.00 | 248.78 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $100k | 1.2k | 80.65 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $100k | -14% | 913.00 | 109.17 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $99k | 1.4k | 72.19 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $96k | -2% | 560.00 | 170.69 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $95k | -4% | 731.00 | 130.55 |
|
| Phillips 66 (PSX) | 0.0 | $94k | -6% | 576.00 | 163.34 |
|
| salesforce (CRM) | 0.0 | $94k | 311.00 | 301.58 |
|
|
| Dollar General (DG) | 0.0 | $93k | 597.00 | 156.06 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $93k | -87% | 1.6k | 57.96 |
|
| Gilead Sciences (GILD) | 0.0 | $93k | -15% | 1.3k | 73.25 |
|
| Progressive Corporation (PGR) | 0.0 | $92k | -80% | 447.00 | 206.82 |
|
| National Fuel Gas (NFG) | 0.0 | $92k | 1.7k | 54.22 |
|
|
| Paramount Global Class B Com (PARA) | 0.0 | $90k | +4% | 7.6k | 11.82 |
|
| Intel Corporation (INTC) | 0.0 | $90k | -9% | 2.0k | 44.17 |
|
| American Intl Group Com New (AIG) | 0.0 | $86k | 1.1k | 78.17 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $86k | -14% | 241.00 | 355.96 |
|
| Travelers Companies (TRV) | 0.0 | $83k | -17% | 361.00 | 230.14 |
|
| Edwards Lifesciences (EW) | 0.0 | $83k | 869.00 | 95.56 |
|
|
| Xylem (XYL) | 0.0 | $80k | +3% | 619.00 | 129.26 |
|
| Markel Corporation (MKL) | 0.0 | $78k | 51.00 | 1521.49 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $76k | 293.00 | 260.23 |
|
|
| Invesco Actively Managed Etf Total Return (GTO) | 0.0 | $75k | 1.6k | 46.81 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $73k | 396.00 | 183.89 |
|
|
| Altria (MO) | 0.0 | $72k | -31% | 1.6k | 44.60 |
|
| General Motors Company (GM) | 0.0 | $72k | -25% | 1.6k | 45.35 |
|
| Global X Fds Cloud Computng (CLOU) | 0.0 | $71k | -31% | 3.3k | 21.75 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $71k | +69% | 472.00 | 149.57 |
|
| Fidelity National Information Services (FIS) | 0.0 | $70k | 941.00 | 74.18 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $69k | 447.00 | 154.47 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $69k | 131.00 | 524.67 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $68k | -11% | 339.00 | 201.50 |
|
| Republic Services (RSG) | 0.0 | $66k | -17% | 344.00 | 191.45 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $66k | -10% | 934.00 | 70.43 |
|
| Hartford Financial Services (HIG) | 0.0 | $65k | -13% | 630.00 | 103.52 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $65k | 361.00 | 179.11 |
|
|
| Waste Management (WM) | 0.0 | $62k | -23% | 291.00 | 213.16 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $61k | -51% | 980.00 | 62.06 |
|
| Dell Technologies CL C (DELL) | 0.0 | $60k | -9% | 529.00 | 114.11 |
|
| Exelon Corporation (EXC) | 0.0 | $60k | 1.6k | 37.57 |
|
|
| eBay (EBAY) | 0.0 | $60k | 1.1k | 52.78 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $57k | 338.00 | 169.21 |
|
|
| Hp (HPQ) | 0.0 | $57k | -4% | 1.9k | 30.65 |
|
| Norfolk Southern (NSC) | 0.0 | $57k | 223.00 | 254.87 |
|
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $54k | 500.00 | 108.50 |
|
|
| 3M Company (MMM) | 0.0 | $54k | 511.00 | 106.07 |
|
|
| Wec Energy Group (WEC) | 0.0 | $53k | -15% | 648.00 | 82.12 |
|
| Consolidated Edison (ED) | 0.0 | $53k | -22% | 579.00 | 90.81 |
|
Past Filings by Prestige Wealth Management Group
SEC 13F filings are viewable for Prestige Wealth Management Group going back to 2018
- Prestige Wealth Management Group 2024 Q1 filed April 26, 2024
- Prestige Wealth Management Group 2023 Q1 restated filed April 26, 2024
- Prestige Wealth Management Group 2023 Q2 restated filed April 26, 2024
- Prestige Wealth Management Group 2023 Q3 restated filed April 26, 2024
- Prestige Wealth Management Group 2023 Q4 restated filed April 26, 2024
- Prestige Wealth Management Group 2023 Q4 filed Feb. 8, 2024
- Prestige Wealth Management Group 2023 Q3 filed Nov. 14, 2023
- Prestige Wealth Management Group 2023 Q2 filed Aug. 11, 2023
- Prestige Wealth Management Group 2023 Q1 filed May 16, 2023
- Prestige Wealth Management Group 2022 Q4 filed Feb. 8, 2023
- Prestige Wealth Management Group 2022 Q3 filed Nov. 1, 2022
- Prestige Wealth Management Group 2022 Q2 filed Aug. 10, 2022
- Prestige Wealth Management Group 2022 Q1 filed May 5, 2022
- Prestige Wealth Management Group 2021 Q4 filed Feb. 15, 2022
- Prestige Wealth Management Group 2021 Q3 filed Nov. 12, 2021
- Prestige Wealth Management Group 2021 Q2 filed Aug. 12, 2021