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, BND, USHY, AGGY, SPBO, and represent 32.95% of Prestige Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: SPBO (+$26M), AVGO, PLD, AMT, DG, EQIX, WELL, PSA, SPG, O.
- Started 70 new stock positions in LGIH, HEES, FND, HL, FIVE, VST, PWR, IESC, W, EPD.
- Reduced shares in these 10 stocks: ICVT (-$27M), BRK.B, META, JPM, DGRW, V, MA, XLP, GOOGL, USFR.
- Sold out of its positions in ALGT, BBWI, DAY, DAN, DAR, DRQ, ETRN, GXO, ZD, LEA.
- Prestige Wealth Management Group was a net seller of stock by $-3.3M.
- Prestige Wealth Management Group has $484M in assets under management (AUM), dropping by 4.44%.
- Central Index Key (CIK): 0001772715
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Portfolio Holdings for Prestige Wealth Management Group
Prestige Wealth Management Group holds 1031 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Prestige Wealth Management Group has 1031 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Prestige Wealth Management Group Sept. 30, 2024 positions
- Download the Prestige Wealth Management Group September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 11.3 | $55M | -2% | 656k | 83.21 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.5 | $26M | 352k | 75.11 |
|
|
| Ishares Tr Broad Usd High (USHY) | 5.4 | $26M | 698k | 37.65 |
|
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 5.4 | $26M | 585k | 44.71 |
|
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 5.4 | $26M | NEW | 865k | 30.03 |
|
| Apple (AAPL) | 5.3 | $26M | 109k | 233.00 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.4 | $21M | +2% | 138k | 154.02 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 4.1 | $20M | 431k | 45.62 |
|
|
| Colgate-Palmolive Company (CL) | 3.2 | $15M | 148k | 103.82 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.6 | $13M | -7% | 153k | 83.00 |
|
| Microsoft Corporation (MSFT) | 2.4 | $12M | -2% | 27k | 430.30 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $8.5M | -3% | 22k | 383.93 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.6 | $7.7M | -2% | 34k | 225.76 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.5 | $7.1M | 41k | 174.57 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 1.5 | $7.0M | -2% | 80k | 87.74 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.4 | $6.6M | -2% | 73k | 90.40 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 1.3 | $6.4M | 80k | 79.46 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $6.2M | -11% | 38k | 165.85 |
|
| NVIDIA Corporation (NVDA) | 1.2 | $6.0M | -3% | 49k | 121.45 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 1.2 | $5.8M | 234k | 24.60 |
|
|
| Meta Platforms Cl A (META) | 1.1 | $5.2M | -25% | 9.1k | 572.44 |
|
| Johnson & Johnson (JNJ) | 0.9 | $4.3M | 27k | 162.06 |
|
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.9 | $4.1M | 80k | 51.96 |
|
|
| Amazon (AMZN) | 0.9 | $4.1M | 22k | 186.33 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.8 | $3.8M | 41k | 93.11 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.8 | $3.7M | 43k | 86.82 |
|
|
| Merck & Co (MRK) | 0.7 | $3.6M | +2% | 32k | 114.33 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $3.4M | 67k | 51.12 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.6 | $3.1M | -2% | 30k | 102.26 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $3.0M | -33% | 14k | 210.86 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.6 | $3.0M | 50k | 59.22 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.6 | $3.0M | 56k | 52.98 |
|
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.9M | 25k | 117.22 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.6 | $2.8M | -20% | 56k | 50.22 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $2.8M | -7% | 42k | 66.52 |
|
| Visa Com Cl A (V) | 0.6 | $2.7M | -28% | 10k | 274.95 |
|
| Home Depot (HD) | 0.5 | $2.7M | 6.6k | 405.20 |
|
|
| UnitedHealth (UNH) | 0.5 | $2.4M | 4.1k | 584.68 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $2.3M | 2.6k | 886.53 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $2.2M | 27k | 80.75 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.0M | -51% | 4.2k | 460.26 |
|
| Oracle Corporation (ORCL) | 0.4 | $1.9M | -16% | 11k | 170.40 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.9M | -27% | 47k | 39.68 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $1.9M | 18k | 104.18 |
|
|
| Broadcom (AVGO) | 0.3 | $1.7M | +948% | 9.8k | 172.50 |
|
| Prologis (PLD) | 0.3 | $1.6M | +1595% | 12k | 126.28 |
|
| Procter & Gamble Company (PG) | 0.3 | $1.6M | 9.1k | 173.20 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $1.5M | -5% | 5.3k | 278.14 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $1.5M | +24% | 28k | 51.80 |
|
| Public Service Enterprise (PEG) | 0.3 | $1.4M | 16k | 89.21 |
|
|
| American Tower Reit (AMT) | 0.3 | $1.4M | +6257% | 6.0k | 232.56 |
|
| Tesla Motors (TSLA) | 0.3 | $1.4M | +17% | 5.3k | 261.63 |
|
| Netflix (NFLX) | 0.3 | $1.4M | +17% | 1.9k | 709.27 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $1.3M | +7% | 31k | 41.77 |
|
| Dollar General (DG) | 0.3 | $1.3M | +5863% | 15k | 84.57 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.2M | -46% | 2.4k | 493.80 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.2 | $1.2M | -3% | 12k | 100.69 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.1M | -11% | 25k | 45.32 |
|
| Equinix (EQIX) | 0.2 | $1.0M | +6847% | 1.2k | 887.65 |
|
| At&t (T) | 0.2 | $1.0M | +2% | 47k | 22.00 |
|
| Verizon Communications (VZ) | 0.2 | $1.0M | 22k | 44.91 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $997k | 16k | 62.20 |
|
|
| Linde SHS (LIN) | 0.2 | $996k | 2.1k | 476.88 |
|
|
| Welltower Inc Com reit (WELL) | 0.2 | $976k | +8365% | 7.6k | 128.03 |
|
| Caterpillar (CAT) | 0.2 | $949k | 2.4k | 391.12 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $946k | 1.6k | 584.57 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $924k | 2.9k | 321.95 |
|
|
| Nike CL B (NKE) | 0.2 | $873k | +12% | 9.8k | 88.77 |
|
| McDonald's Corporation (MCD) | 0.2 | $840k | 2.8k | 304.51 |
|
|
| Abbvie (ABBV) | 0.2 | $814k | +10% | 4.1k | 197.48 |
|
| Goldman Sachs (GS) | 0.2 | $813k | -33% | 1.6k | 495.11 |
|
| Coca-Cola Company (KO) | 0.2 | $782k | +3% | 11k | 72.35 |
|
| Walt Disney Company (DIS) | 0.2 | $772k | 8.0k | 96.19 |
|
|
| Realty Income (O) | 0.2 | $757k | +1319% | 12k | 63.43 |
|
| Public Storage (PSA) | 0.2 | $751k | +2386% | 2.1k | 363.87 |
|
| Metropcs Communications (TMUS) | 0.2 | $747k | -4% | 3.6k | 206.36 |
|
| Simon Property (SPG) | 0.1 | $716k | +23444% | 4.2k | 169.02 |
|
| Pepsi (PEP) | 0.1 | $713k | +4% | 4.2k | 170.05 |
|
| Union Pacific Corporation (UNP) | 0.1 | $703k | 2.9k | 246.48 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $692k | +1817% | 5.8k | 118.63 |
|
| Digital Realty Trust (DLR) | 0.1 | $684k | +3055% | 4.2k | 161.83 |
|
| Medtronic SHS (MDT) | 0.1 | $683k | -2% | 7.5k | 90.73 |
|
| Qualcomm (QCOM) | 0.1 | $641k | +7% | 3.8k | 170.05 |
|
| Eaton Corp SHS (ETN) | 0.1 | $636k | +4% | 1.9k | 331.44 |
|
| Nextera Energy (NEE) | 0.1 | $621k | 7.4k | 84.53 |
|
|
| Honeywell International (HON) | 0.1 | $614k | 3.0k | 206.71 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $604k | +2% | 3.0k | 198.90 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $600k | +20% | 1.9k | 324.09 |
|
| Applied Materials (AMAT) | 0.1 | $592k | -2% | 2.9k | 202.05 |
|
| Electronic Arts (EA) | 0.1 | $590k | +11% | 4.1k | 143.44 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $573k | 1.6k | 353.48 |
|
|
| Cisco Systems (CSCO) | 0.1 | $539k | 10k | 53.22 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $534k | 4.6k | 117.28 |
|
|
| Parsons Corporation (PSN) | 0.1 | $532k | NEW | 5.1k | 103.68 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $526k | +10% | 594.00 | 885.94 |
|
| Five Below (FIVE) | 0.1 | $522k | NEW | 5.9k | 88.35 |
|
| Lowe's Companies (LOW) | 0.1 | $502k | 1.9k | 270.85 |
|
|
| Extra Space Storage (EXR) | 0.1 | $493k | +2557% | 2.7k | 180.19 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $493k | 952.00 | 517.79 |
|
|
| S&p Global (SPGI) | 0.1 | $479k | -47% | 928.00 | 516.65 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $478k | +29% | 3.1k | 153.72 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $477k | +17304% | 3.8k | 124.49 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $476k | -2% | 2.7k | 174.33 |
|
| Abbott Laboratories (ABT) | 0.1 | $466k | +7% | 4.1k | 114.01 |
|
| Iron Mountain (IRM) | 0.1 | $460k | +2770% | 3.8k | 119.55 |
|
| McKesson Corporation (MCK) | 0.1 | $451k | 911.00 | 495.14 |
|
|
| Vici Pptys (VICI) | 0.1 | $448k | +40160% | 13k | 33.75 |
|
| Amgen (AMGN) | 0.1 | $447k | +2% | 1.4k | 322.22 |
|
| Intuit (INTU) | 0.1 | $432k | 695.00 | 621.00 |
|
|
| Danaher Corporation (DHR) | 0.1 | $425k | +22% | 1.5k | 278.29 |
|
| AvalonBay Communities (AVB) | 0.1 | $420k | NEW | 1.8k | 227.00 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $418k | 1.1k | 375.38 |
|
|
| Rockwell Automation (ROK) | 0.1 | $407k | -4% | 1.5k | 268.47 |
|
| Chubb (CB) | 0.1 | $403k | -42% | 1.4k | 289.30 |
|
| Omni (OMC) | 0.1 | $393k | +24% | 3.8k | 104.10 |
|
| CoStar (CSGP) | 0.1 | $389k | +7715% | 5.2k | 75.44 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $381k | +27% | 46k | 8.25 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $379k | +4% | 992.00 | 381.69 |
|
| BlackRock (BLK) | 0.1 | $368k | -49% | 387.00 | 949.52 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $366k | +4963% | 1.5k | 240.71 |
|
| Waste Management (WM) | 0.1 | $364k | +8% | 1.8k | 207.60 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $362k | 4.4k | 83.09 |
|
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $362k | 2.8k | 128.28 |
|
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $359k | -2% | 3.6k | 99.49 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $354k | +946% | 11k | 33.87 |
|
| Ventas (VTR) | 0.1 | $353k | +1308% | 5.5k | 64.13 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $348k | 1.7k | 206.57 |
|
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| Broadridge Financial Solutions (BR) | 0.1 | $342k | 1.6k | 215.94 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $331k | +73283% | 4.4k | 75.16 |
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| Stryker Corporation (SYK) | 0.1 | $328k | 907.00 | 362.08 |
|
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| Illinois Tool Works (ITW) | 0.1 | $317k | 1.2k | 263.58 |
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| Anthem (ELV) | 0.1 | $316k | 607.00 | 520.00 |
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| Air Products & Chemicals (APD) | 0.1 | $311k | +2% | 1.0k | 297.74 |
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| Analog Devices (ADI) | 0.1 | $309k | 1.3k | 230.17 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $307k | -16% | 3.8k | 80.38 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $305k | -47% | 1.4k | 223.09 |
|
| Kla Corp Com New (KLAC) | 0.1 | $300k | 387.00 | 774.44 |
|
|
| Live Nation Entertainment (LYV) | 0.1 | $291k | +24% | 2.7k | 109.53 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $287k | 2.0k | 145.92 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $277k | +6% | 2.3k | 121.16 |
|
| Invitation Homes (INVH) | 0.1 | $264k | +9685% | 7.4k | 35.54 |
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| PNC Financial Services (PNC) | 0.1 | $257k | 1.4k | 184.85 |
|
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| Cme (CME) | 0.1 | $254k | -43% | 1.2k | 220.66 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $251k | 474.00 | 529.64 |
|
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| Pfizer (PFE) | 0.1 | $251k | -5% | 8.7k | 28.94 |
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| FedEx Corporation (FDX) | 0.1 | $247k | 898.00 | 275.06 |
|
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $245k | 779.00 | 314.39 |
|
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| Interpublic Group of Companies (IPG) | 0.0 | $233k | +22% | 7.4k | 31.63 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $223k | +9% | 3.0k | 74.15 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $216k | +42% | 1.3k | 167.20 |
|
| Intercontinental Exchange (ICE) | 0.0 | $214k | -50% | 1.3k | 160.64 |
|
| United Rentals (URI) | 0.0 | $194k | 240.00 | 809.74 |
|
|
| Match Group (MTCH) | 0.0 | $194k | +17% | 5.1k | 37.86 |
|
| News Corp Cl A (NWSA) | 0.0 | $191k | +23% | 7.1k | 26.73 |
|
| Wisdomtree Tr 7 10 Yr Laddered (USIN) | 0.0 | $188k | NEW | 3.7k | 51.60 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $188k | +14% | 4.4k | 42.36 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $188k | -2% | 2.7k | 70.06 |
|
| American Express Company (AXP) | 0.0 | $185k | -67% | 682.00 | 271.20 |
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| Amphenol Corp Cl A (APH) | 0.0 | $180k | +7% | 2.8k | 65.33 |
|
| Cdw (CDW) | 0.0 | $173k | 764.00 | 226.36 |
|
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| Cigna Corp (CI) | 0.0 | $169k | 489.00 | 346.50 |
|
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $168k | 1.8k | 95.81 |
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| Franklin Templeton Etf Tr Brandywineglobal (DVAL) | 0.0 | $165k | 12k | 14.19 |
|
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| Hca Holdings (HCA) | 0.0 | $162k | 398.00 | 406.44 |
|
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $156k | 3.3k | 47.52 |
|
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| Boeing Company (BA) | 0.0 | $156k | +16% | 1.0k | 152.04 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $155k | -39% | 3.7k | 41.40 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $154k | 291.00 | 528.07 |
|
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| MercadoLibre (MELI) | 0.0 | $150k | +2333% | 73.00 | 2051.97 |
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| Regions Financial Corporation (RF) | 0.0 | $149k | 6.3k | 23.58 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $145k | 1.1k | 132.30 |
|
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| Constellation Energy (CEG) | 0.0 | $144k | 555.00 | 260.03 |
|
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| Spdr Ser Tr S&p Telecom (XTL) | 0.0 | $142k | 1.4k | 100.62 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $133k | 1.8k | 71.89 |
|
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| Prudential Financial (PRU) | 0.0 | $132k | -3% | 1.1k | 121.12 |
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| ConocoPhillips (COP) | 0.0 | $128k | 1.2k | 105.28 |
|
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| Progressive Corporation (PGR) | 0.0 | $126k | -73% | 498.00 | 253.76 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $124k | 735.00 | 169.23 |
|
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| Alnylam Pharmaceuticals (ALNY) | 0.0 | $124k | +65% | 451.00 | 275.08 |
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| Constellation Brands Cl A (STZ) | 0.0 | $121k | -69% | 470.00 | 257.80 |
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| Hess (HES) | 0.0 | $118k | 868.00 | 135.80 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $118k | 241.00 | 488.75 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $114k | +5% | 695.00 | 164.08 |
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| Citigroup Com New (C) | 0.0 | $114k | -72% | 1.8k | 62.60 |
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| Textron (TXT) | 0.0 | $111k | 1.3k | 88.71 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $110k | NEW | 2.5k | 44.67 |
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| International Business Machines (IBM) | 0.0 | $109k | 493.00 | 221.08 |
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| Chevron Corporation (CVX) | 0.0 | $108k | 736.00 | 147.27 |
|
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $107k | NEW | 4.0k | 26.35 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $106k | 877.00 | 120.37 |
|
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| CVS Caremark Corporation (CVS) | 0.0 | $106k | 1.7k | 62.89 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $105k | 1.2k | 84.55 |
|
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| National Fuel Gas (NFG) | 0.0 | $104k | 1.7k | 61.13 |
|
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| Paramount Global Class B Com (PARA) | 0.0 | $100k | +8% | 9.4k | 10.68 |
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| Marriott Intl Cl A (MAR) | 0.0 | $99k | 400.00 | 248.61 |
|
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| Nxp Semiconductors N V (NXPI) | 0.0 | $98k | 404.00 | 241.25 |
|
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $96k | -8% | 1.2k | 82.94 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $95k | 210.00 | 450.62 |
|
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| Gilead Sciences (GILD) | 0.0 | $94k | 1.1k | 83.84 |
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| Wells Fargo & Company (WFC) | 0.0 | $91k | -84% | 1.6k | 56.49 |
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| 3M Company (MMM) | 0.0 | $90k | +61% | 657.00 | 136.70 |
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| Brunswick Corporation (BC) | 0.0 | $89k | 1.1k | 83.83 |
|
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| Super Micro Computer (SMCI) | 0.0 | $88k | +1658% | 211.00 | 416.45 |
|
| Sempra Energy (SRE) | 0.0 | $87k | 1.0k | 84.25 |
|
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $86k | -19% | 82.00 | 1051.29 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $84k | +122% | 136.00 | 618.98 |
|
| Xylem (XYL) | 0.0 | $84k | 619.00 | 135.05 |
|
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $83k | +10% | 145.00 | 575.51 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $83k | 293.00 | 284.44 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $81k | 1.1k | 73.23 |
|
|
| TJX Companies (TJX) | 0.0 | $81k | +77% | 686.00 | 117.54 |
|
| salesforce (CRM) | 0.0 | $80k | -2% | 292.00 | 274.13 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $79k | 396.00 | 200.37 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $79k | 447.00 | 176.60 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $79k | 941.00 | 83.75 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $79k | 547.00 | 143.50 |
|
|
| Markel Corporation (MKL) | 0.0 | $78k | 50.00 | 1568.58 |
|
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.0 | $78k | 1.6k | 48.30 |
|
|
| Travelers Companies (TRV) | 0.0 | $76k | 323.00 | 234.12 |
|
|
| Phillips 66 (PSX) | 0.0 | $73k | 558.00 | 131.45 |
|
|
| General Motors Company (GM) | 0.0 | $72k | 1.6k | 44.84 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $71k | 600.00 | 118.08 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $71k | +60% | 726.00 | 97.49 |
|
| Carrier Global Corporation (CARR) | 0.0 | $70k | +34% | 872.00 | 80.49 |
|
| Emerson Electric (EMR) | 0.0 | $70k | -28% | 640.00 | 109.37 |
|
| Target Corporation (TGT) | 0.0 | $69k | +29% | 444.00 | 155.86 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $69k | 361.00 | 189.80 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $67k | 980.00 | 67.85 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $66k | 489.00 | 135.04 |
|
|
| Exelon Corporation (EXC) | 0.0 | $65k | 1.6k | 40.55 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $63k | +10% | 961.00 | 66.00 |
|
| Global X Fds Cloud Computng (CLOU) | 0.0 | $63k | -6% | 3.1k | 20.55 |
|
| Zoetis Cl A (ZTS) | 0.0 | $62k | 317.00 | 195.38 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $62k | 950.00 | 64.96 |
|
|
| International Paper Company (IP) | 0.0 | $60k | 1.2k | 48.85 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $59k | 708.00 | 83.80 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $59k | 499.00 | 118.56 |
|
|
| Wec Energy Group (WEC) | 0.0 | $59k | 612.00 | 96.20 |
|
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $57k | -47% | 721.00 | 78.56 |
|
| Consolidated Edison (ED) | 0.0 | $56k | 537.00 | 104.13 |
|
|
| Norfolk Southern (NSC) | 0.0 | $55k | 223.00 | 248.50 |
|
|
| Republic Services (RSG) | 0.0 | $54k | 271.00 | 200.84 |
|
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $53k | 500.00 | 106.00 |
|
|
| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.0 | $53k | 1.6k | 32.72 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $51k | 288.00 | 177.76 |
|
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $50k | 1.3k | 37.81 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $49k | 750.00 | 65.50 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $49k | -86% | 470.00 | 104.24 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $49k | 850.00 | 57.63 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $49k | 425.00 | 115.02 |
|
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 Q3 filed Nov. 15, 2024
- Prestige Wealth Management Group 2024 Q2 filed Aug. 6, 2024
- 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