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, MBB, AAPL, USHY, BND, and represent 33.26% of Prestige Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: USHY (+$30M), XLP (+$7.4M), XLB (+$7.3M), VUG (+$6.5M), MBB, KLAC, LRCX, LIN, CAT, MGK.
- Started 28 new stock positions in HRB, UFO, ROIV, ARM, SPCX, VFH, DXCM, VGNT, JBL, VO.
- Reduced shares in these 10 stocks: ICVT (-$36M), XLY (-$13M), XLC (-$12M), WELL, Honeywell International, PLD, EQIX, AGGY, LNG, SPG.
- Sold out of its positions in Air Lease Corp, ARQT, BILL, CTRA, Carnival Corporation, CMG, COIN, COO, FANG, Dupont De Nemours.
- Prestige Wealth Management Group was a net buyer of stock by $3.7M.
- Prestige Wealth Management Group has $551M in assets under management (AUM), dropping by 8.16%.
- Central Index Key (CIK): 0001772715
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Portfolio Holdings for Prestige Wealth Management Group
Prestige Wealth Management Group holds 1101 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Prestige Wealth Management Group has 1101 total positions. Only the first 250 positions are shown.
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- Download the Prestige Wealth Management Group June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 10.5 | $58M | 606k | 95.62 |
|
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| Ishares Tr Mbs Etf (MBB) | 6.2 | $34M | +14% | 362k | 94.52 |
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| Apple (AAPL) | 5.6 | $31M | +2% | 106k | 289.36 |
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| Ishares Tr Broad Usd High (USHY) | 5.5 | $30M | +6824% | 819k | 37.02 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.5 | $30M | 409k | 73.41 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 5.3 | $29M | 675k | 43.48 |
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| Wisdomtree Tr Us Quality Grow (QGRW) | 4.3 | $24M | 361k | 66.03 |
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| Colgate-Palmolive Company (CL) | 2.4 | $13M | 146k | 91.69 |
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| Vanguard Index Fds Value Etf (VTV) | 2.2 | $12M | 55k | 217.93 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.8 | $9.8M | 62k | 158.66 |
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| Microsoft Corporation (MSFT) | 1.7 | $9.5M | +5% | 26k | 373.02 |
|
| Spdr Series Trust St Str Sp400val (MDYV) | 1.6 | $9.1M | 96k | 94.85 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.6 | $8.9M | 47k | 190.52 |
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| Johnson & Johnson (JNJ) | 1.5 | $8.4M | 33k | 253.97 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $8.1M | +3% | 23k | 357.37 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.4 | $7.8M | +500% | 91k | 86.14 |
|
| Spdr Series Trust ST STR SP400GRW (MDYG) | 1.4 | $7.6M | 68k | 112.09 |
|
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 1.4 | $7.5M | +6159% | 90k | 83.07 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 1.3 | $7.3M | +55547% | 144k | 50.83 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 1.2 | $6.5M | -64% | 61k | 107.13 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.1 | $6.3M | 117k | 53.61 |
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|
| NVIDIA Corporation (NVDA) | 1.1 | $6.2M | 31k | 200.09 |
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| New York Life Invts Active E Mackay Mun Inter (MMIT) | 1.1 | $6.0M | +2% | 248k | 24.42 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $5.6M | +14% | 17k | 327.33 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $5.4M | -6% | 4.5k | 1199.43 |
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| Broadcom (AVGO) | 0.9 | $5.0M | 13k | 377.75 |
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| Merck & Co (MRK) | 0.9 | $4.7M | 36k | 129.30 |
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| Abbvie (ABBV) | 0.8 | $4.4M | 17k | 251.64 |
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|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.8 | $4.3M | 83k | 51.37 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.8 | $4.2M | 35k | 119.13 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $4.0M | +12% | 29k | 136.72 |
|
| Spdr Series Trust ST STR SP600SM C (SLYV) | 0.7 | $4.0M | 37k | 109.11 |
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| Amazon (AMZN) | 0.7 | $3.9M | -4% | 17k | 238.34 |
|
| Caterpillar (CAT) | 0.7 | $3.8M | +35% | 3.6k | 1064.90 |
|
| Visa Com Cl A (V) | 0.7 | $3.7M | +6% | 11k | 343.09 |
|
| Wal-Mart Stores (WMT) | 0.7 | $3.6M | +17% | 32k | 113.26 |
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| Bank of America Corporation (BAC) | 0.6 | $3.2M | +15% | 56k | 56.98 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.5 | $3.0M | 22k | 134.56 |
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| Costco Wholesale Corporation (COST) | 0.5 | $2.9M | +18% | 3.1k | 935.48 |
|
| Home Depot (HD) | 0.5 | $2.7M | +23% | 7.5k | 352.68 |
|
| Meta Platforms Cl A (META) | 0.5 | $2.6M | +22% | 4.6k | 563.29 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.5 | $2.5M | 88k | 28.96 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $2.2M | -3% | 24k | 94.57 |
|
| Applied Materials (AMAT) | 0.4 | $2.2M | +2% | 3.1k | 723.00 |
|
| Linde SHS (LIN) | 0.4 | $2.0M | +112% | 3.9k | 518.94 |
|
| UnitedHealth (UNH) | 0.4 | $2.0M | -5% | 4.7k | 415.63 |
|
| Goldman Sachs (GS) | 0.3 | $1.9M | +17% | 1.9k | 1011.37 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.9M | +11% | 13k | 146.55 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.8M | -17% | 37k | 50.58 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.8M | +33% | 3.5k | 513.60 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.8M | -12% | 3.6k | 500.39 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.8M | 53k | 33.84 |
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|
| Tesla Motors (TSLA) | 0.3 | $1.8M | -16% | 4.2k | 420.60 |
|
| Cisco Systems (CSCO) | 0.3 | $1.7M | +24% | 15k | 117.46 |
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| Procter & Gamble Company (PG) | 0.3 | $1.7M | +33% | 11k | 146.64 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $1.5M | +7% | 4.5k | 334.83 |
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| Eaton Corp SHS (ETN) | 0.3 | $1.5M | +36% | 3.4k | 426.12 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $1.4M | -21% | 28k | 52.60 |
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| Nextera Energy (NEE) | 0.3 | $1.4M | +52% | 16k | 87.77 |
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| Public Service Enterprise (PEG) | 0.2 | $1.4M | 17k | 81.18 |
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| Netflix Call Call Option (Principal) (NFLX) | 0.2 | $1.3M | +31% | 19k | 71.40 |
|
| Kla Corp Com New (KLAC) | 0.2 | $1.3M | +1033% | 4.4k | 301.71 |
|
| Coca-Cola Company (KO) | 0.2 | $1.3M | +40% | 16k | 81.82 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $1.3M | +1013% | 2.9k | 433.59 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.2M | +37% | 4.6k | 272.00 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $1.2M | +24% | 24k | 50.36 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $1.2M | -41% | 5.3k | 226.97 |
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| Bristol Myers Squibb (BMY) | 0.2 | $1.2M | -9% | 21k | 57.63 |
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| McDonald's Corporation (MCD) | 0.2 | $1.2M | +41% | 4.3k | 270.31 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.1M | 2.4k | 478.53 |
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| Amgen (AMGN) | 0.2 | $1.1M | 3.1k | 362.12 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.1M | +51% | 5.4k | 209.04 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.2 | $1.1M | -4% | 13k | 81.94 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | +24% | 2.1k | 509.48 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $1.0M | +400% | 12k | 87.91 |
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| Prologis (PLD) | 0.2 | $988k | -42% | 7.3k | 135.47 |
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| Gilead Sciences (GILD) | 0.2 | $914k | +53% | 7.2k | 126.34 |
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| Automatic Data Processing (ADP) | 0.2 | $913k | -30% | 4.0k | 225.65 |
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| McKesson Corporation (MCK) | 0.2 | $850k | -8% | 1.1k | 756.43 |
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| Qualcomm (QCOM) | 0.1 | $813k | +13% | 4.4k | 184.79 |
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| International Business Machines (IBM) | 0.1 | $789k | +476% | 2.8k | 281.21 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $770k | +47% | 2.6k | 298.07 |
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| Amphenol Corp Cl A (APH) | 0.1 | $769k | +29% | 4.4k | 176.57 |
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| Abbott Laboratories (ABT) | 0.1 | $763k | -11% | 8.4k | 90.74 |
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| Pepsi (PEP) | 0.1 | $745k | +33% | 5.5k | 135.40 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $723k | +61% | 9.4k | 76.70 |
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| Equinix (EQIX) | 0.1 | $720k | -48% | 691.00 | 1042.39 |
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| Ge Aerospace Com New (GE) | 0.1 | $714k | 1.9k | 373.73 |
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| Analog Devices (ADI) | 0.1 | $701k | +24% | 1.8k | 397.17 |
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| Emcor (EME) | 0.1 | $674k | +4% | 812.00 | 829.88 |
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| Danaher Corporation (DHR) | 0.1 | $644k | -3% | 3.4k | 190.88 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $633k | 2.7k | 236.62 |
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| Medtronic SHS (MDT) | 0.1 | $630k | -2% | 8.0k | 78.95 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $607k | +128% | 4.2k | 144.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $607k | +15% | 883.00 | 686.92 |
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| Chubb (CB) | 0.1 | $596k | +32% | 1.7k | 341.76 |
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| Blackrock (BLK) | 0.1 | $589k | +33% | 613.00 | 961.56 |
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| Ge Vernova (GEV) | 0.1 | $587k | +9% | 499.00 | 1175.38 |
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| American Tower Reit (AMT) | 0.1 | $580k | -41% | 3.5k | 165.02 |
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| Cummins (CMI) | 0.1 | $572k | +4355% | 802.00 | 713.22 |
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| Honeywell International (HON) | 0.1 | $564k | NEW | 2.5k | 222.78 |
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| General Dynamics Corporation (GD) | 0.1 | $560k | +1013% | 1.6k | 354.33 |
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| Lowe's Companies (LOW) | 0.1 | $554k | +39% | 2.5k | 220.49 |
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| Honeywell Aerospace (HONA) | 0.1 | $553k | NEW | 2.5k | 221.08 |
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| S&p Global (SPGI) | 0.1 | $547k | +30% | 1.3k | 407.29 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $546k | 3.7k | 146.39 |
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| Realty Income (O) | 0.1 | $514k | -37% | 8.3k | 62.00 |
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| Simon Property (SPG) | 0.1 | $508k | -45% | 2.3k | 223.67 |
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| American Electric Power Company (AEP) | 0.1 | $502k | +2834% | 3.7k | 136.82 |
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| Constellation Energy (CEG) | 0.1 | $496k | +5% | 2.0k | 248.37 |
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| Digital Realty Trust (DLR) | 0.1 | $477k | -44% | 2.7k | 179.59 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $466k | -31% | 928.00 | 501.79 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $461k | 2.8k | 163.45 |
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| Ssga Active Etf Tr St Str Ul Bd Etf (ULST) | 0.1 | $454k | 11k | 40.43 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $451k | -37% | 467.00 | 965.80 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $433k | 12k | 36.87 |
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| Public Storage (PSA) | 0.1 | $428k | -40% | 1.3k | 318.33 |
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| Pfizer (PFE) | 0.1 | $424k | -25% | 18k | 24.08 |
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| Moog Cl A (MOG.A) | 0.1 | $420k | +12% | 991.00 | 423.89 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $409k | 1.1k | 370.09 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $399k | 12k | 34.81 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $396k | 1.1k | 353.43 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $382k | 2.0k | 189.73 |
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| ConocoPhillips (COP) | 0.1 | $372k | -32% | 3.6k | 103.97 |
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| Hca Holdings (HCA) | 0.1 | $369k | -11% | 947.00 | 389.91 |
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| Advanced Micro Devices (AMD) | 0.1 | $364k | -11% | 626.00 | 580.91 |
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| Ventas (VTR) | 0.1 | $361k | -37% | 4.1k | 88.80 |
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| Arista Networks Com Shs (ANET) | 0.1 | $360k | +3898% | 2.1k | 169.88 |
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| Coherent Corp (COHR) | 0.1 | $349k | +391% | 885.00 | 394.47 |
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| CVS Caremark Corporation (CVS) | 0.1 | $346k | -37% | 3.3k | 103.46 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $339k | 1.8k | 183.95 |
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| Micron Technology (MU) | 0.1 | $334k | -7% | 289.00 | 1154.29 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $333k | +300% | 2.7k | 124.17 |
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| Cme (CME) | 0.1 | $332k | +42% | 1.5k | 220.84 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $324k | -27% | 814.00 | 397.69 |
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| Oklo Com Cl A (OKLO) | 0.1 | $316k | +3% | 6.0k | 52.35 |
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| Cbre Group Cl A (CBRE) | 0.1 | $313k | -39% | 2.3k | 134.73 |
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| Stryker Corporation (SYK) | 0.1 | $298k | -52% | 944.00 | 315.75 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $289k | +53% | 4.9k | 58.34 |
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| Citigroup Com New (C) | 0.1 | $288k | +2% | 2.1k | 139.96 |
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| Phillips 66 (PSX) | 0.1 | $282k | +163% | 1.7k | 169.05 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $279k | NEW | 1.6k | 170.90 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $276k | -34% | 556.00 | 496.74 |
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| At&t (T) | 0.0 | $271k | -12% | 13k | 20.70 |
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| Parsons Corporation (PSN) | 0.0 | $269k | 5.1k | 52.39 |
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| Crown Castle Intl (CCI) | 0.0 | $268k | -41% | 3.5k | 75.74 |
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| Starbucks Corporation (SBUX) | 0.0 | $265k | -28% | 2.6k | 102.19 |
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| Intercontinental Exchange (ICE) | 0.0 | $265k | +35% | 2.2k | 123.11 |
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| Verizon Communications (VZ) | 0.0 | $262k | -6% | 6.2k | 42.34 |
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| Chevron Corporation (CVX) | 0.0 | $261k | -11% | 1.6k | 165.76 |
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| United Rentals (URI) | 0.0 | $256k | 226.00 | 1132.90 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $246k | 600.00 | 409.50 |
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| Motorola Solutions Com New (MSI) | 0.0 | $240k | +192% | 577.00 | 416.51 |
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| Vici Pptys (VICI) | 0.0 | $239k | -39% | 9.0k | 26.55 |
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| American Express Company (AXP) | 0.0 | $233k | -3% | 689.00 | 338.25 |
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| Dell Technologies CL C (DELL) | 0.0 | $230k | 533.00 | 431.48 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $226k | +4% | 2.9k | 77.11 |
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| Extra Space Storage (EXR) | 0.0 | $224k | -41% | 1.5k | 145.31 |
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| Broadridge Financial Solutions (BR) | 0.0 | $214k | 1.6k | 137.94 |
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| Iron Mountain (IRM) | 0.0 | $214k | -52% | 1.7k | 126.31 |
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| D-wave Quantum (QBTS) | 0.0 | $208k | +5904% | 8.6k | 24.00 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $205k | 1.3k | 156.72 |
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| Boeing Company (BA) | 0.0 | $199k | -7% | 921.00 | 216.47 |
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| Regions Financial Corporation (RF) | 0.0 | $192k | 6.3k | 30.47 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.0 | $190k | 2.1k | 90.80 |
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| Spdr Series Trust St Str Sp Telco (XTL) | 0.0 | $187k | 822.00 | 227.49 |
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| Sandisk Corp (SNDK) | 0.0 | $187k | NEW | 82.00 | 2273.82 |
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| Walt Disney Company (DIS) | 0.0 | $184k | 1.9k | 97.00 |
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| AvalonBay Communities (AVB) | 0.0 | $181k | -46% | 952.00 | 190.47 |
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| Rigetti Computing Common Stock (RGTI) | 0.0 | $179k | +9990% | 9.3k | 19.32 |
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| Sba Communications Corp Cl A (SBAC) | 0.0 | $178k | -39% | 1.0k | 176.55 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $177k | 1.1k | 164.67 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $177k | -44% | 2.6k | 68.63 |
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| Entergy Corporation (ETR) | 0.0 | $176k | -36% | 1.5k | 114.88 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $174k | +9% | 233.00 | 748.67 |
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| Intel Corporation (INTC) | 0.0 | $174k | 1.2k | 139.63 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $174k | 7.1k | 24.55 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $174k | 407.00 | 426.58 |
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| Western Digital (WDC) | 0.0 | $166k | +7% | 260.00 | 638.72 |
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| Intuit (INTU) | 0.0 | $165k | -13% | 633.00 | 261.00 |
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| Tempus Ai Cl A (TEM) | 0.0 | $162k | 2.8k | 57.93 |
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| Travelers Companies (TRV) | 0.0 | $161k | 489.00 | 330.12 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $160k | -15% | 1.3k | 124.44 |
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| Boston Scientific Corporation (BSX) | 0.0 | $157k | -19% | 3.7k | 42.68 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $156k | +3% | 1.1k | 148.31 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $156k | +11% | 1.6k | 96.58 |
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| Wells Fargo & Company (WFC) | 0.0 | $153k | 1.9k | 82.64 |
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| Marriott Intl Cl A (MAR) | 0.0 | $150k | 404.00 | 370.60 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $146k | 1.2k | 118.99 |
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| PPL Corporation (PPL) | 0.0 | $145k | 3.9k | 36.64 |
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| TJX Companies (TJX) | 0.0 | $141k | +12% | 930.00 | 151.50 |
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| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.0 | $139k | 11k | 12.36 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $137k | 268.00 | 509.31 |
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| Air Products & Chemicals (APD) | 0.0 | $134k | -52% | 456.00 | 293.19 |
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| National Fuel Gas (NFG) | 0.0 | $132k | 1.7k | 77.77 |
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| CoStar (CSGP) | 0.0 | $130k | -23% | 4.6k | 28.33 |
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| Cigna Corp (CI) | 0.0 | $130k | 473.00 | 275.68 |
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| Valero Energy Corporation (VLO) | 0.0 | $127k | 489.00 | 260.45 |
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| General Motors Company (GM) | 0.0 | $126k | 1.6k | 77.08 |
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| Spdr Series Trust St Str Corpo Etf (SPBO) | 0.0 | $124k | 4.3k | 29.04 |
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| Weyerhaeuser Com New (WY) | 0.0 | $122k | -31% | 5.1k | 23.94 |
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| Mid-America Apartment (MAA) | 0.0 | $121k | -46% | 870.00 | 138.96 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $118k | 3.7k | 31.71 |
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| Prudential Financial (PRU) | 0.0 | $117k | -5% | 1.1k | 107.96 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $117k | +14% | 5.1k | 23.13 |
|
| Wec Energy Group (WEC) | 0.0 | $114k | 976.00 | 116.77 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $113k | 402.00 | 282.04 |
|
|
| Textron (TXT) | 0.0 | $113k | 1.2k | 91.86 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $110k | 1.0k | 107.00 |
|
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $108k | 698.00 | 154.30 |
|
|
| Cdw (CDW) | 0.0 | $106k | 750.00 | 140.64 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $105k | +8% | 1.3k | 82.84 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $100k | 315.00 | 318.87 |
|
|
| Markel Corporation (MKL) | 0.0 | $98k | 50.00 | 1953.02 |
|
|
| Norfolk Southern (NSC) | 0.0 | $94k | 298.00 | 314.60 |
|
|
| PNC Financial Services (PNC) | 0.0 | $94k | 380.00 | 246.22 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $88k | 1.2k | 74.54 |
|
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $87k | 500.00 | 173.52 |
|
|
| Sempra Energy (SRE) | 0.0 | $87k | 926.00 | 93.37 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $86k | 447.00 | 193.23 |
|
|
| Progressive Corporation (PGR) | 0.0 | $83k | 382.00 | 218.45 |
|
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $83k | 420.00 | 197.14 |
|
|
| Philip Morris International (PM) | 0.0 | $81k | +18% | 444.00 | 182.38 |
|
| Emerson Electric (EMR) | 0.0 | $81k | 564.00 | 143.15 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $81k | 800.00 | 100.81 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $81k | 200.00 | 402.41 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $80k | 600.00 | 133.12 |
|
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.0 | $79k | -56% | 1.8k | 44.03 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $78k | -99% | 644.00 | 121.74 |
|
| Waste Management (WM) | 0.0 | $78k | -80% | 350.00 | 222.88 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $77k | +46% | 101.00 | 763.16 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $77k | -99% | 656.00 | 117.28 |
|
| Lumentum Hldgs (LITE) | 0.0 | $76k | +7% | 89.00 | 858.07 |
|
| Biogen Idec (BIIB) | 0.0 | $76k | 350.00 | 216.07 |
|
|
| Exelon Corporation (EXC) | 0.0 | $73k | -2% | 1.6k | 46.62 |
|
| Xylem (XYL) | 0.0 | $71k | 600.00 | 118.21 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $68k | -21% | 92.00 | 737.22 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $67k | 2.5k | 26.66 |
|
|
| Enova Intl (ENVA) | 0.0 | $66k | 272.00 | 240.73 |
|
|
| Corning Incorporated (GLW) | 0.0 | $65k | +5% | 254.00 | 255.43 |
|
| Axon Enterprise (AXON) | 0.0 | $65k | +22% | 115.00 | 560.65 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $63k | +2% | 430.00 | 146.52 |
|
| Allstate Corporation (ALL) | 0.0 | $63k | 263.00 | 239.02 |
|
|
| Covenant Logistics Group Cl A (CVLG) | 0.0 | $62k | 1.4k | 44.18 |
|
|
| Itt (ITT) | 0.0 | $62k | 312.00 | 198.17 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $62k | 2.1k | 29.43 |
|
|
| Marvell Technology (MRVL) | 0.0 | $61k | +2% | 204.00 | 297.90 |
|
| Ishares Msci Sth Kor Etf (EWY) | 0.0 | $61k | +50% | 300.00 | 201.90 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $61k | -11% | 201.00 | 301.03 |
|
| Deere & Company (DE) | 0.0 | $60k | 95.00 | 635.95 |
|
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 2026 Q2 filed Aug. 14, 2026
- Prestige Wealth Management Group 2026 Q1 filed May 13, 2026
- Prestige Wealth Management Group 2024 Q2 restated filed Feb. 20, 2026
- Prestige Wealth Management Group 2024 Q3 restated filed Feb. 20, 2026
- Prestige Wealth Management Group 2024 Q4 restated filed Feb. 20, 2026
- Prestige Wealth Management Group 2025 Q1 restated filed Feb. 20, 2026
- Prestige Wealth Management Group 2025 Q2 restated filed Feb. 20, 2026
- Prestige Wealth Management Group 2025 Q3 restated filed Feb. 20, 2026
- 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