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, BND, USHY, AGGY, and represent 33.22% of Prestige Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: ABBV, USHY, GE, ICVT, XLP, AXP, DASH, AGGY, BND, ABNB.
- Started 30 new stock positions in ETHZ, Firefly Aerospace, PTEN, ONON, ROG, STX, JHS, ATI, INSP, SOFI.
- Reduced shares in these 10 stocks: NVDA, DGRW, QGRW, KDP, MMIT, AAPL, MU, VTV, FMB, VUG.
- Sold out of its positions in YOLO, ARE, AMED, ANNX, ANSS, TEAM, ACB, BCBP, CAVA, ENOV.
- Prestige Wealth Management Group was a net seller of stock by $-1.9M.
- Prestige Wealth Management Group has $518M in assets under management (AUM), dropping by 5.61%.
- Central Index Key (CIK): 0001772715
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Portfolio Holdings for Prestige Wealth Management Group
Prestige Wealth Management Group holds 996 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Prestige Wealth Management Group has 996 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Prestige Wealth Management Group Sept. 30, 2025 positions
- Download the Prestige Wealth Management Group September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 10.7 | $56M | -2% | 626k | 88.96 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 6.2 | $32M | 320k | 100.05 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.5 | $28M | 380k | 74.37 |
|
|
| Ishares Tr Broad Usd High (USHY) | 5.4 | $28M | +2% | 745k | 37.78 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 5.4 | $28M | 635k | 44.27 |
|
|
| Apple (AAPL) | 5.1 | $27M | 104k | 254.63 |
|
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 4.2 | $22M | -2% | 383k | 57.36 |
|
| Microsoft Corporation (MSFT) | 2.5 | $13M | 25k | 517.94 |
|
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 2.5 | $13M | 145k | 89.62 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.4 | $13M | +2% | 162k | 78.37 |
|
| Colgate-Palmolive Company (CL) | 2.3 | $12M | 147k | 79.94 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 1.9 | $9.7M | -2% | 52k | 187.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $9.4M | 39k | 243.10 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 1.7 | $8.7M | -2% | 18k | 480.11 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.6 | $8.3M | -2% | 60k | 139.17 |
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 1.6 | $8.1M | -2% | 97k | 83.41 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.5 | $7.9M | -2% | 67k | 118.37 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.5 | $7.5M | -2% | 27k | 281.86 |
|
| NVIDIA Corporation (NVDA) | 1.3 | $6.8M | -32% | 37k | 186.59 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 1.2 | $6.4M | -2% | 70k | 91.56 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 1.2 | $6.0M | -5% | 246k | 24.30 |
|
| Johnson & Johnson (JNJ) | 1.0 | $5.1M | +3% | 28k | 185.42 |
|
| Meta Platforms Cl A (META) | 1.0 | $5.0M | 6.9k | 734.38 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $4.6M | 15k | 315.44 |
|
|
| Amazon (AMZN) | 0.9 | $4.5M | 21k | 219.57 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.8 | $4.4M | -5% | 87k | 50.70 |
|
| Broadcom (AVGO) | 0.8 | $4.2M | +2% | 13k | 329.90 |
|
| Visa Com Cl A (V) | 0.7 | $3.6M | 11k | 341.38 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.7 | $3.6M | 60k | 60.08 |
|
|
| Oracle Corporation (ORCL) | 0.6 | $3.2M | 11k | 281.24 |
|
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.6 | $3.2M | -2% | 34k | 94.31 |
|
| Spdr Series Trust S&p 600 Smcp Val (SLYV) | 0.6 | $3.2M | -2% | 36k | 88.65 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.6 | $3.1M | -2% | 23k | 134.42 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.9M | 26k | 112.75 |
|
|
| Abbvie (ABBV) | 0.5 | $2.8M | +165% | 12k | 231.55 |
|
| Wal-Mart Stores (WMT) | 0.5 | $2.8M | 27k | 103.06 |
|
|
| Netflix (NFLX) | 0.5 | $2.8M | +3% | 2.3k | 1198.92 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $2.6M | 2.8k | 925.66 |
|
|
| Merck & Co (MRK) | 0.5 | $2.5M | 30k | 84.96 |
|
|
| Home Depot (HD) | 0.5 | $2.5M | +2% | 6.1k | 405.22 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $2.5M | 95k | 25.71 |
|
|
| Bank of America Corporation (BAC) | 0.5 | $2.4M | 47k | 51.59 |
|
|
| Tesla Motors (TSLA) | 0.4 | $2.2M | +5% | 4.9k | 444.72 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.1M | 4.1k | 502.74 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $1.9M | -3% | 61k | 31.91 |
|
| Automatic Data Processing (ADP) | 0.3 | $1.7M | 5.9k | 295.04 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.6M | 2.1k | 763.00 |
|
|
| Prologis (PLD) | 0.3 | $1.6M | +2% | 14k | 114.52 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $1.6M | +4% | 8.7k | 178.14 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.5M | 2.6k | 568.82 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.4M | +18% | 29k | 50.07 |
|
| Public Service Enterprise (PEG) | 0.3 | $1.4M | 17k | 83.46 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $1.4M | 8.9k | 153.65 |
|
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| Goldman Sachs (GS) | 0.3 | $1.3M | 1.7k | 796.36 |
|
|
| American Tower Reit (AMT) | 0.2 | $1.3M | +3% | 6.7k | 194.01 |
|
| Caterpillar (CAT) | 0.2 | $1.2M | 2.6k | 477.15 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $1.2M | 23k | 52.28 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $1.2M | 7.8k | 150.86 |
|
|
| Equinix (EQIX) | 0.2 | $1.1M | +4% | 1.4k | 783.24 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $1.0M | 2.6k | 402.76 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $1.0M | 14k | 72.44 |
|
|
| At&t (T) | 0.2 | $1.0M | +2% | 36k | 28.24 |
|
| Verizon Communications (VZ) | 0.2 | $934k | +4% | 21k | 43.95 |
|
| UnitedHealth (UNH) | 0.2 | $918k | -13% | 2.7k | 345.30 |
|
| Eaton Corp SHS (ETN) | 0.2 | $901k | +2% | 2.4k | 374.25 |
|
| McDonald's Corporation (MCD) | 0.2 | $893k | 2.9k | 303.89 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.2 | $887k | -17% | 45k | 19.53 |
|
| Linde SHS (LIN) | 0.2 | $854k | 1.8k | 475.00 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $836k | 1.7k | 499.22 |
|
|
| Simon Property (SPG) | 0.2 | $821k | +3% | 4.4k | 187.67 |
|
| Realty Income (O) | 0.2 | $817k | +5% | 13k | 60.79 |
|
| Electronic Arts (EA) | 0.2 | $810k | +3% | 4.0k | 201.70 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $800k | 18k | 45.10 |
|
|
| Digital Realty Trust (DLR) | 0.2 | $799k | +3% | 4.6k | 172.88 |
|
| Oklo Com Cl A (OKLO) | 0.2 | $789k | 7.1k | 111.63 |
|
|
| Cisco Systems (CSCO) | 0.2 | $783k | 11k | 68.42 |
|
|
| Honeywell International (HON) | 0.1 | $772k | 3.7k | 210.50 |
|
|
| Walt Disney Company (DIS) | 0.1 | $770k | -10% | 6.7k | 114.50 |
|
| Nextera Energy (NEE) | 0.1 | $758k | +2% | 10k | 75.49 |
|
| Union Pacific Corporation (UNP) | 0.1 | $753k | 3.2k | 236.37 |
|
|
| Coca-Cola Company (KO) | 0.1 | $738k | 11k | 66.83 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $733k | +3% | 23k | 31.42 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $724k | +5% | 2.6k | 280.17 |
|
| Metropcs Communications (TMUS) | 0.1 | $694k | +17% | 2.9k | 239.38 |
|
| Public Storage (PSA) | 0.1 | $677k | +3% | 2.3k | 288.85 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $664k | +2% | 4.2k | 157.56 |
|
| McKesson Corporation (MCK) | 0.1 | $662k | -2% | 856.00 | 773.37 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $658k | -7% | 2.5k | 258.36 |
|
| Crown Castle Intl (CCI) | 0.1 | $623k | +3% | 6.5k | 96.49 |
|
| Qualcomm (QCOM) | 0.1 | $618k | 3.7k | 166.36 |
|
|
| Constellation Energy (CEG) | 0.1 | $610k | 1.9k | 329.08 |
|
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| Applied Materials (AMAT) | 0.1 | $603k | 2.9k | 204.74 |
|
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| Pepsi (PEP) | 0.1 | $598k | 4.3k | 140.44 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $592k | -9% | 12k | 50.27 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $580k | 2.7k | 216.65 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $579k | -2% | 4.1k | 142.40 |
|
| Abbott Laboratories (ABT) | 0.1 | $578k | 4.3k | 133.94 |
|
|
| Servicenow (NOW) | 0.1 | $561k | +87% | 609.00 | 920.30 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $559k | 10k | 53.87 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $559k | +1458% | 1.9k | 301.20 |
|
| American Express Company (AXP) | 0.1 | $554k | +144% | 1.7k | 332.16 |
|
| Morgan Stanley Com New (MS) | 0.1 | $549k | 3.5k | 158.96 |
|
|
| Uber Technologies (UBER) | 0.1 | $511k | +12% | 5.2k | 97.97 |
|
| CoStar (CSGP) | 0.1 | $508k | +4% | 6.0k | 84.37 |
|
| Blackrock (BLK) | 0.1 | $504k | 432.00 | 1165.87 |
|
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| Live Nation Entertainment (LYV) | 0.1 | $503k | -28% | 3.1k | 163.41 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $496k | 808.00 | 613.75 |
|
|
| Intuit (INTU) | 0.1 | $495k | +3% | 725.00 | 682.91 |
|
| Vici Pptys (VICI) | 0.1 | $485k | +4% | 15k | 32.62 |
|
| Ventas (VTR) | 0.1 | $469k | +5% | 6.7k | 69.99 |
|
| Medtronic SHS (MDT) | 0.1 | $450k | +5% | 4.7k | 95.95 |
|
| S&p Global (SPGI) | 0.1 | $448k | 920.00 | 486.78 |
|
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.1 | $442k | 11k | 40.69 |
|
|
| Iron Mountain (IRM) | 0.1 | $442k | +3% | 4.3k | 101.94 |
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| Extra Space Storage (EXR) | 0.1 | $441k | +2% | 3.1k | 140.94 |
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| Lowe's Companies (LOW) | 0.1 | $440k | 1.8k | 251.31 |
|
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| Parsons Corporation (PSN) | 0.1 | $426k | 5.1k | 82.92 |
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| Steel Dynamics (STLD) | 0.1 | $423k | 3.0k | 140.00 |
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| Charter Communications Inc N Cl A (CHTR) | 0.1 | $420k | -2% | 1.5k | 275.11 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $417k | 1.7k | 246.60 |
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| Waste Management (WM) | 0.1 | $415k | +3% | 1.9k | 220.83 |
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| Kla Corp Com New (KLAC) | 0.1 | $413k | 383.00 | 1078.70 |
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| AvalonBay Communities (AVB) | 0.1 | $412k | 2.1k | 195.00 |
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| Amgen (AMGN) | 0.1 | $411k | +6% | 1.5k | 282.21 |
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| Fox Corp Cl A Com (FOXA) | 0.1 | $409k | +7% | 6.5k | 63.09 |
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| Amphenol Corp Cl A (APH) | 0.1 | $403k | 3.3k | 123.92 |
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| Broadridge Financial Solutions (BR) | 0.1 | $403k | 1.7k | 239.18 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $391k | 2.8k | 138.44 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $387k | -2% | 827.00 | 468.41 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $372k | 1.1k | 329.02 |
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| Tenet Healthcare Corp Com New (THC) | 0.1 | $367k | 1.8k | 203.04 |
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| Chubb (CB) | 0.1 | $351k | 1.2k | 283.22 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $348k | 12k | 29.64 |
|
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $347k | 1.8k | 187.73 |
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| Analog Devices (ADI) | 0.1 | $344k | 1.4k | 245.70 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $334k | 12k | 29.11 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $332k | +3% | 1.7k | 193.35 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $327k | 1.8k | 183.74 |
|
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| Sherwin-Williams Company (SHW) | 0.1 | $326k | 942.00 | 346.32 |
|
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| Stryker Corporation (SYK) | 0.1 | $326k | 880.00 | 370.51 |
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| Omni (OMC) | 0.1 | $322k | -28% | 3.9k | 82.22 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $321k | -9% | 1.9k | 167.33 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $317k | +2% | 4.8k | 65.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $309k | 1.3k | 243.61 |
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| Doordash Cl A (DASH) | 0.1 | $309k | +5878% | 1.1k | 272.00 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $303k | 1.5k | 201.53 |
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| Starbucks Corporation (SBUX) | 0.1 | $299k | 3.5k | 84.60 |
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| Cme (CME) | 0.1 | $298k | 1.1k | 270.20 |
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| Altria (MO) | 0.1 | $296k | +3% | 4.4k | 67.12 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $294k | +38% | 3.8k | 78.09 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $279k | +13% | 11k | 24.79 |
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| Tko Group Holdings Cl A (TKO) | 0.1 | $276k | -26% | 1.4k | 201.96 |
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| Air Products & Chemicals (APD) | 0.1 | $276k | -39% | 1.0k | 272.73 |
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| Danaher Corporation (DHR) | 0.1 | $273k | 1.4k | 198.58 |
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| Intercontinental Exchange (ICE) | 0.1 | $272k | 1.6k | 168.48 |
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| Allstate Corporation (ALL) | 0.1 | $270k | 1.3k | 215.65 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $267k | +8350% | 2.2k | 121.44 |
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| AECOM Technology Corporation (ACM) | 0.0 | $251k | +2058% | 1.9k | 130.47 |
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| Chevron Corporation (CVX) | 0.0 | $245k | +118% | 1.6k | 155.30 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $231k | NEW | 12k | 18.98 |
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| United Rentals (URI) | 0.0 | $229k | 240.00 | 954.69 |
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| Invitation Homes (INVH) | 0.0 | $229k | 7.8k | 29.33 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $228k | 625.00 | 365.48 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $228k | 3.6k | 62.97 |
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| News Corp Cl A (NWSA) | 0.0 | $227k | -28% | 7.4k | 30.83 |
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| Entergy Corporation (ETR) | 0.0 | $227k | 2.4k | 93.20 |
|
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| Spdr Series Trust Portfolio Crport (SPBO) | 0.0 | $217k | 7.3k | 29.63 |
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| Tempus Ai Cl A (TEM) | 0.0 | $210k | 2.6k | 80.71 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $206k | +9% | 308.00 | 667.31 |
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| Boeing Company (BA) | 0.0 | $204k | 944.00 | 215.84 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.0 | $202k | 2.5k | 80.65 |
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| Anthem (ELV) | 0.0 | $200k | 620.00 | 323.13 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $200k | 1.8k | 109.00 |
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| Interpublic Group of Companies (IPG) | 0.0 | $200k | -29% | 7.2k | 27.93 |
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| Pfizer (PFE) | 0.0 | $199k | 7.8k | 25.48 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $190k | +17% | 4.5k | 42.13 |
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| Citigroup Com New (C) | 0.0 | $184k | 1.8k | 101.50 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $177k | 291.00 | 609.32 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $172k | -2% | 7.3k | 23.47 |
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| Match Group (MTCH) | 0.0 | $170k | -31% | 4.8k | 35.33 |
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| Hca Holdings (HCA) | 0.0 | $170k | 398.00 | 426.21 |
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| Regions Financial Corporation (RF) | 0.0 | $168k | 6.3k | 26.64 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $167k | 1.8k | 95.15 |
|
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| Spdr Series Trust S&p Telecom (XTL) | 0.0 | $160k | -2% | 1.1k | 139.92 |
|
| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.0 | $159k | NEW | 14k | 11.64 |
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| National Fuel Gas (NFG) | 0.0 | $158k | 1.7k | 92.91 |
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| Travelers Companies (TRV) | 0.0 | $155k | 555.00 | 279.23 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $153k | 404.00 | 379.23 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $153k | 1.5k | 100.69 |
|
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $153k | 1.1k | 139.73 |
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| Wisdomtree Tr 7 10 Yr Laddered (USIN) | 0.0 | $152k | 3.0k | 50.67 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $152k | 3.7k | 40.57 |
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| Marriott Intl Cl A (MAR) | 0.0 | $143k | 549.00 | 260.45 |
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| Cigna Corp (CI) | 0.0 | $139k | 483.00 | 288.30 |
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| American Healthcare Reit Com Shs (AHR) | 0.0 | $138k | 3.3k | 42.26 |
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| International Business Machines (IBM) | 0.0 | $137k | 487.00 | 282.16 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $135k | -6% | 225.00 | 600.73 |
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| Wells Fargo & Company (WFC) | 0.0 | $134k | 1.6k | 83.82 |
|
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $133k | 1.3k | 104.51 |
|
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| Gilead Sciences (GILD) | 0.0 | $127k | +2% | 1.1k | 111.00 |
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| Prudential Financial (PRU) | 0.0 | $126k | +11% | 1.2k | 103.76 |
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| CVS Caremark Corporation (CVS) | 0.0 | $125k | 1.7k | 75.40 |
|
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| Cdw (CDW) | 0.0 | $121k | 762.00 | 159.33 |
|
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $120k | NEW | 1.0k | 119.51 |
|
| Wec Energy Group (WEC) | 0.0 | $112k | 977.00 | 114.59 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $105k | 650.00 | 161.79 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $105k | 3.8k | 27.30 |
|
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| Textron (TXT) | 0.0 | $104k | 1.2k | 84.57 |
|
|
| TJX Companies (TJX) | 0.0 | $101k | +2% | 700.00 | 144.54 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $101k | 310.00 | 324.60 |
|
|
| General Motors Company (GM) | 0.0 | $97k | 1.6k | 60.98 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $97k | 532.00 | 182.42 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $96k | 210.00 | 458.38 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $96k | 993.00 | 96.46 |
|
|
| Markel Corporation (MKL) | 0.0 | $96k | 50.00 | 1911.36 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $95k | 396.00 | 239.64 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $95k | 1.2k | 78.54 |
|
|
| Progressive Corporation (PGR) | 0.0 | $94k | 382.00 | 246.95 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $93k | 407.00 | 228.75 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $93k | 686.00 | 135.65 |
|
|
| Sempra Energy (SRE) | 0.0 | $93k | 1.0k | 89.98 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $93k | 1.0k | 89.70 |
|
|
| Xylem (XYL) | 0.0 | $89k | 600.00 | 147.50 |
|
|
| ConocoPhillips (COP) | 0.0 | $87k | 917.00 | 94.60 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $84k | 184.00 | 456.00 |
|
|
| PNC Financial Services (PNC) | 0.0 | $84k | 417.00 | 200.93 |
|
|
| Axon Enterprise (AXON) | 0.0 | $83k | 116.00 | 718.00 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $83k | 489.00 | 170.27 |
|
|
| Blackrock Muniyield Insured Fund (MYI) | 0.0 | $83k | NEW | 7.5k | 11.14 |
|
| Hartford Financial Services (HIG) | 0.0 | $80k | 600.00 | 133.91 |
|
|
| Emerson Electric (EMR) | 0.0 | $78k | +3% | 598.00 | 131.18 |
|
| Texas Roadhouse (TXRH) | 0.0 | $74k | 447.00 | 166.15 |
|
|
| Exelon Corporation (EXC) | 0.0 | $72k | 1.6k | 45.01 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $72k | 504.00 | 141.78 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $69k | 547.00 | 125.60 |
|
|
| MercadoLibre (MELI) | 0.0 | $65k | 28.00 | 2336.96 |
|
|
| Norfolk Southern (NSC) | 0.0 | $65k | -2% | 217.00 | 300.43 |
|
| salesforce (CRM) | 0.0 | $65k | -6% | 273.00 | 237.42 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $64k | 500.00 | 128.03 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $63k | 200.00 | 314.48 |
|
|
| Global X Fds Cloud Computng (CLOU) | 0.0 | $63k | 2.7k | 23.26 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $62k | 941.00 | 65.94 |
|
|
| Republic Services (RSG) | 0.0 | $60k | 263.00 | 229.48 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $60k | 2.1k | 28.91 |
|
|
| Micron Technology (MU) | 0.0 | $60k | -80% | 358.00 | 167.32 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $60k | -44% | 1.2k | 47.95 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $59k | 865.00 | 68.58 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $58k | -11% | 120.00 | 485.46 |
|
| Unilever Spon Adr New (UL) | 0.0 | $56k | 950.00 | 59.28 |
|
|
| International Paper Company (IP) | 0.0 | $56k | 1.2k | 46.40 |
|
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 2025 Q3 filed Nov. 10, 2025
- Prestige Wealth Management Group 2025 Q2 filed Aug. 14, 2025
- Prestige Wealth Management Group 2025 Q1 filed May 12, 2025
- Prestige Wealth Management Group 2024 Q4 filed Feb. 12, 2025
- 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