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, AGGY, TOTL, VUG, JCPB, and represent 42.74% of Prestige Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$6.3M), VUG (+$5.4M), MDYG, MDYV, DGRW, SLYG, SLYV, XLI, SCHZ, DIS.
- Started 177 new stock positions in UL, CTLT, FANG, ARW, NDAQ, BIG, PTC, EOG, EVR, FLGT.
- Reduced shares in these 10 stocks: XLF, AGGY, VGSH, SCHX, TOTL, SPLG, IEF, ANGL, SRLN, XLV.
- Sold out of its positions in Y, ALSN, AWI, ALV, AVB, CDMO, BLUE, CHT, CBU, DISH.
- Prestige Wealth Management Group was a net buyer of stock by $13M.
- Prestige Wealth Management Group has $364M in assets under management (AUM), dropping by 9.88%.
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Portfolio Holdings for Prestige Wealth Management Group
Companies in the Prestige Wealth Management Group portfolio as of the December 2020 quarterly 13F filing
Prestige Wealth Management Group has 1027 total positions. Only the first 250 positions are shown.
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- Download the Prestige Wealth Management Group December 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 10.3 | $37M | +6% | 693k | 53.96 | |
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 9.5 | $34M | -8% | 641k | 53.69 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 8.4 | $31M | -4% | 620k | 49.28 | |
| Vanguard Index Fds Growth Etf (VUG) | 7.6 | $28M | +24% | 109k | 253.34 | |
| J P Morgan Exchange-traded F Core Plus Bd Etf (JCPB) | 7.0 | $26M | -3% | 459k | 55.75 | |
| Apple (AAPL) | 3.9 | $14M | +3% | 108k | 132.77 | |
| Colgate-Palmolive Company (CL) | 3.6 | $13M | -2% | 149k | 86.96 | |
| Select Sector Spdr Tr Technology (XLK) | 3.4 | $12M | +104% | 95k | 130.02 | |
| Invesco Actively Managed Etf Total Return (GTO) | 3.0 | $11M | -2% | 192k | 57.67 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 2.2 | $8.0M | +20% | 91k | 88.55 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.0 | $7.2M | -10% | 63k | 113.44 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 1.9 | $6.8M | +58% | 98k | 69.33 | |
| Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 1.8 | $6.7M | +10% | 251k | 26.73 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.8 | $6.7M | +10% | 118k | 56.73 | |
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| Microsoft Corporation (MSFT) | 1.7 | $6.1M | +8% | 28k | 222.35 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 1.3 | $4.7M | +90% | 85k | 55.50 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 1.1 | $4.1M | -35% | 67k | 61.60 | |
| Amazon (AMZN) | 1.1 | $3.9M | +13% | 1.2k | 3252.63 | |
| Johnson & Johnson (JNJ) | 1.0 | $3.5M | 22k | 157.06 | ||
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.9 | $3.4M | +108% | 45k | 76.38 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $3.0M | -2% | 33k | 91.00 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.7 | $2.7M | +39% | 28k | 95.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.6M | +20% | 1.5k | 1753.25 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.7 | $2.6M | +135% | 39k | 66.18 | |
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.7 | $2.5M | +33% | 76k | 33.13 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.7 | $2.5M | +38% | 17k | 151.50 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.7 | $2.5M | +45% | 7.6k | 327.32 | |
| Merck & Co (MRK) | 0.7 | $2.4M | 29k | 81.58 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $2.2M | 17k | 128.40 | ||
| Walt Disney Company (DIS) | 0.6 | $2.1M | +80% | 12k | 179.94 | |
| Facebook Cl A (FB) | 0.6 | $2.1M | +24% | 7.5k | 272.73 | |
| Visa Com Cl A (V) | 0.5 | $1.8M | +9% | 8.1k | 218.09 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.5 | $1.7M | -68% | 58k | 29.48 | |
| Wal-Mart Stores (WMT) | 0.4 | $1.5M | +16% | 11k | 144.00 | |
| Home Depot (HD) | 0.4 | $1.4M | +28% | 5.3k | 267.05 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.3M | 32k | 40.11 | ||
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $1.1M | +541% | 20k | 56.02 | |
| Automatic Data Processing (ADP) | 0.3 | $1.1M | 6.4k | 175.68 | ||
| Netflix (NFLX) | 0.3 | $1.1M | +16% | 2.1k | 534.25 | |
| Linde SHS (LIN) | 0.3 | $1.1M | +10% | 4.3k | 255.81 | |
| Bristol Myers Squibb (BMY) | 0.3 | $1.1M | 17k | 60.85 | ||
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.0M | +12% | 2.0k | 503.82 | |
| Verizon Communications (VZ) | 0.3 | $1.0M | -2% | 17k | 58.53 | |
| Procter & Gamble Company (PG) | 0.3 | $1.0M | +5% | 7.2k | 139.16 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $1000k | -16% | 7.9k | 126.63 | |
| Costco Wholesale Corporation (COST) | 0.3 | $995k | +3% | 2.6k | 376.47 | |
| Public Service Enterprise (PEG) | 0.3 | $978k | 15k | 63.49 | ||
| Comcast Corp Cl A (CMCSA) | 0.3 | $954k | +9% | 18k | 52.89 | |
| At&t (T) | 0.2 | $846k | +6% | 29k | 28.96 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $843k | +1121% | 27k | 30.72 | |
| Bank of America Corporation (BAC) | 0.2 | $842k | +31% | 28k | 30.51 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $809k | +13% | 3.5k | 233.13 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $773k | -2% | 8.0k | 97.17 | |
| Sherwin-Williams Company (SHW) | 0.2 | $759k | +48% | 1.0k | 727.27 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.2 | $714k | -64% | 6.0k | 119.98 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $708k | +73% | 6.9k | 102.67 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $707k | -73% | 7.8k | 90.97 | |
| UnitedHealth (UNH) | 0.2 | $673k | +4% | 1.9k | 350.94 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $661k | +779% | 4.1k | 160.67 | |
| Qualcomm (QCOM) | 0.2 | $660k | +10% | 4.4k | 151.01 | |
| Starbucks Corporation (SBUX) | 0.2 | $638k | +12% | 6.0k | 106.09 | |
| McDonald's Corporation (MCD) | 0.2 | $632k | 2.9k | 214.79 | ||
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $629k | 3.1k | 203.63 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $629k | -9% | 2.6k | 241.18 | |
| Air Products & Chemicals (APD) | 0.2 | $615k | +13% | 2.3k | 270.27 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $611k | 5.2k | 118.11 | ||
| Paypal Holdings (PYPL) | 0.2 | $598k | +7% | 2.5k | 237.18 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $558k | -8% | 2.6k | 211.93 | |
| Ecolab (ECL) | 0.2 | $553k | +12% | 2.5k | 219.51 | |
| NVIDIA Corporation (NVDA) | 0.1 | $525k | +33% | 1.0k | 521.74 | |
| Skyworks Solutions (SWKS) | 0.1 | $522k | -18% | 3.3k | 159.42 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $478k | +9% | 1.4k | 347.83 | |
| Pfizer (PFE) | 0.1 | $471k | -5% | 13k | 36.50 | |
| Newmont Mining Corporation (NEM) | 0.1 | $462k | 7.7k | 59.85 | ||
| Oracle Corporation (ORCL) | 0.1 | $454k | 7.0k | 65.36 | ||
| Medtronic SHS (MDT) | 0.1 | $445k | +2% | 3.7k | 118.96 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.1 | $440k | NEW | 4.6k | 96.53 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $423k | 6.2k | 68.26 | ||
| Tesla Motors (TSLA) | 0.1 | $395k | +29% | 558.00 | 707.87 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $388k | -67% | 5.7k | 67.94 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $359k | 6.0k | 59.54 | ||
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $356k | -63% | 7.7k | 46.08 | |
| PPG Industries (PPG) | 0.1 | $354k | +16% | 2.5k | 139.78 | |
| Metropcs Communications (TMUS) | 0.1 | $354k | -4% | 2.6k | 134.43 | |
| Abbott Laboratories (ABT) | 0.1 | $349k | +10% | 3.2k | 109.33 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $338k | -79% | 7.7k | 44.00 | |
| Activision Blizzard (ATVI) | 0.1 | $334k | +25% | 3.5k | 96.49 | |
| Corteva (CTVA) | 0.1 | $333k | +11% | 6.5k | 51.28 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $331k | -35% | 4.6k | 72.49 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $329k | -7% | 3.0k | 110.29 | |
| Broadridge Financial Solutions (BR) | 0.1 | $324k | 2.2k | 149.43 | ||
| Dupont De Nemours (DD) | 0.1 | $323k | +13% | 4.8k | 67.42 | |
| Pepsi (PEP) | 0.1 | $321k | +17% | 2.2k | 147.51 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $319k | +16% | 484.00 | 659.57 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $319k | +9% | 12k | 25.83 | |
| Nike CL B (NKE) | 0.1 | $318k | -8% | 2.2k | 143.54 | |
| First Tr Exchange-traded Nasdaq Transn (FTXR) | 0.1 | $312k | +9% | 11k | 28.06 | |
| Nextera Energy (NEE) | 0.1 | $311k | +266% | 4.0k | 77.58 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $301k | 1.1k | 261.90 | ||
| Union Pacific Corporation (UNP) | 0.1 | $291k | +24% | 1.4k | 208.33 | |
| Twitter (TWTR) | 0.1 | $280k | +10% | 5.2k | 53.63 | |
| Ball Corporation (BLL) | 0.1 | $277k | +10% | 2.8k | 100.00 | |
| Caterpillar (CAT) | 0.1 | $263k | +17% | 1.5k | 180.72 | |
| Stryker Corporation (SYK) | 0.1 | $258k | +13% | 1.0k | 250.00 | |
| Lowe's Companies (LOW) | 0.1 | $257k | +16% | 1.6k | 162.79 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $255k | 2.9k | 86.94 | ||
| Texas Instruments Incorporated (TXN) | 0.1 | $253k | +10% | 1.5k | 166.67 | |
| Dollar General (DG) | 0.1 | $246k | -42% | 1.2k | 211.11 | |
| 3M Company (MMM) | 0.1 | $246k | +17% | 1.4k | 178.57 | |
| Draftkings Com Cl A (DKNG) | 0.1 | $243k | +353% | 5.2k | 46.63 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $243k | -5% | 9.7k | 25.09 | |
| Electronic Arts (EA) | 0.1 | $242k | +12% | 1.7k | 140.00 | |
| Docusign (DOCU) | 0.1 | $241k | +12% | 1.1k | 222.12 | |
| salesforce (CRM) | 0.1 | $233k | +9% | 1.0k | 224.81 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $231k | 1.7k | 137.91 | ||
| TJX Companies (TJX) | 0.1 | $218k | +11% | 3.2k | 69.06 | |
| Spdr Ser Tr Blomberg Brc Inv (FLRN) | 0.1 | $217k | 7.1k | 30.58 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $216k | 579.00 | 373.06 | ||
| Goldman Sachs (GS) | 0.1 | $215k | +12% | 803.00 | 267.24 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $213k | +9% | 2.1k | 100.00 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $212k | -9% | 593.00 | 357.37 | |
| Boeing Company (BA) | 0.1 | $212k | +15% | 987.00 | 214.29 | |
| Host Hotels & Resorts (HST) | 0.1 | $203k | NEW | 14k | 14.62 | |
| Vulcan Materials Company (VMC) | 0.1 | $201k | +12% | 1.1k | 176.47 | |
| First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.1 | $196k | 1.7k | 118.29 | ||
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $184k | -50% | 2.7k | 67.60 | |
| Cigna Corp (CI) | 0.0 | $181k | +3% | 544.00 | 333.33 | |
| Cisco Systems (CSCO) | 0.0 | $181k | -32% | 4.0k | 45.21 | |
| Coca-Cola Company (KO) | 0.0 | $175k | -17% | 3.2k | 55.05 | |
| Martin Marietta Materials (MLM) | 0.0 | $168k | +13% | 538.00 | 312.50 | |
| Amcor Ord (AMCR) | 0.0 | $167k | +8% | 14k | 12.03 | |
| Chubb (CB) | 0.0 | $167k | +12% | 1.1k | 150.79 | |
| Intel Corporation (INTC) | 0.0 | $166k | 3.3k | 49.64 | ||
| Fidelity National Information Services (FIS) | 0.0 | $165k | -11% | 1.2k | 139.53 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $164k | -21% | 541.00 | 302.63 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $160k | +7% | 769.00 | 208.33 | |
| Etsy (ETSY) | 0.0 | $160k | NEW | 833.00 | 192.31 | |
| FedEx Corporation (FDX) | 0.0 | $160k | +14% | 598.00 | 266.67 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $158k | 1.6k | 96.87 | ||
| International Paper Company (IP) | 0.0 | $155k | +13% | 3.5k | 44.12 | |
| S&p Global (SPGI) | 0.0 | $151k | +24% | 378.00 | 400.00 | |
| CSX Corporation (CSX) | 0.0 | $151k | +23% | 1.6k | 93.75 | |
| Morgan Stanley Com New (MS) | 0.0 | $147k | +3% | 2.1k | 69.49 | |
| Honeywell International (HON) | 0.0 | $145k | 691.00 | 209.79 | ||
| L3harris Technologies (LHX) | 0.0 | $144k | +5% | 753.00 | 191.49 | |
| Albemarle Corporation (ALB) | 0.0 | $140k | NEW | 768.00 | 181.82 | |
| Viacomcbs CL B (VIAC) | 0.0 | $136k | +16% | 3.6k | 37.62 | |
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $135k | -13% | 2.2k | 61.98 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $135k | -13% | 1.2k | 116.98 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $134k | -74% | 1.2k | 115.82 | |
| J P Morgan Exchange-traded F Corp Bd Resch (JIGB) | 0.0 | $134k | -13% | 2.3k | 57.78 | |
| Ishares Tr Trans Avg Etf (IYT) | 0.0 | $131k | NEW | 595.00 | 220.17 | |
| Illinois Tool Works (ITW) | 0.0 | $130k | +21% | 648.00 | 200.00 | |
| Citigroup Com New (C) | 0.0 | $129k | +5% | 2.1k | 62.24 | |
| Gilead Sciences (GILD) | 0.0 | $123k | -9% | 2.1k | 58.74 | |
| Waste Management (WM) | 0.0 | $119k | -23% | 1.0k | 118.42 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $116k | 505.00 | 229.70 | ||
| Becton, Dickinson and (BDX) | 0.0 | $116k | +2% | 457.00 | 253.73 | |
| Analog Devices (ADI) | 0.0 | $116k | +27% | 770.00 | 150.54 | |
| CVS Caremark Corporation (CVS) | 0.0 | $114k | -15% | 1.7k | 65.69 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $114k | 362.00 | 314.92 | ||
| Xcel Energy (XEL) | 0.0 | $114k | -22% | 1.7k | 65.87 | |
| Prudential Financial (PRU) | 0.0 | $111k | 1.2k | 90.91 | ||
| Travelers Companies (TRV) | 0.0 | $111k | -14% | 768.00 | 143.88 | |
| American Express Company (AXP) | 0.0 | $110k | -4% | 923.00 | 119.50 | |
| Eli Lilly & Co. (LLY) | 0.0 | $108k | -11% | 637.00 | 170.12 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $108k | 554.00 | 194.95 | ||
| Constellation Brands Cl A (STZ) | 0.0 | $104k | -13% | 475.00 | 218.95 | |
| General Motors Company (GM) | 0.0 | $103k | +6% | 2.2k | 46.51 | |
| Regions Financial Corporation (RF) | 0.0 | $103k | 6.3k | 16.29 | ||
| Republic Services (RSG) | 0.0 | $102k | -14% | 1.1k | 96.77 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $100k | -21% | 1.8k | 55.46 | |
| Altria (MO) | 0.0 | $99k | -11% | 2.5k | 39.37 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $96k | 1.7k | 55.17 | ||
| Ross Stores (ROST) | 0.0 | $96k | 791.00 | 120.69 | ||
| McKesson Corporation (MCK) | 0.0 | $93k | +22% | 524.00 | 177.78 | |
| Fmc Corp Com New (FMC) | 0.0 | $91k | +7% | 1.1k | 83.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $90k | +50% | 51.00 | 1760.87 | |
| Eaton Corp SHS (ETN) | 0.0 | $90k | -2% | 763.00 | 117.65 | |
| PNC Financial Services (PNC) | 0.0 | $90k | 605.00 | 148.15 | ||
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $88k | 735.00 | 119.73 | ||
| Omni (OMC) | 0.0 | $87k | -16% | 1.4k | 63.29 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $87k | -9% | 656.00 | 132.08 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $86k | 1.3k | 63.94 | ||
| V.F. Corporation (VFC) | 0.0 | $86k | +14% | 1.0k | 83.33 | |
| Wells Fargo & Company (WFC) | 0.0 | $85k | +5% | 2.7k | 31.55 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $84k | -45% | 612.00 | 137.25 | |
| Hca Holdings (HCA) | 0.0 | $80k | -2% | 478.00 | 166.67 | |
| Cdk Global Inc equities (CDK) | 0.0 | $80k | -4% | 2.0k | 40.00 | |
| Roper Industries (ROP) | 0.0 | $79k | +22% | 188.00 | 421.05 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $78k | 625.00 | 124.80 | ||
| Fs Kkr Capital Corp. Ii (FSKR) | 0.0 | $78k | NEW | 4.8k | 16.34 | |
| Amgen (AMGN) | 0.0 | $76k | -66% | 341.00 | 223.88 | |
| Chevron Corporation (CVX) | 0.0 | $75k | -32% | 925.00 | 80.88 | |
| Zoetis Cl A (ZTS) | 0.0 | $74k | +2% | 443.00 | 168.00 | |
| Allstate Corporation (ALL) | 0.0 | $74k | -35% | 660.00 | 111.63 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.0 | $72k | 1.5k | 47.62 | ||
| Valley National Ban (VLY) | 0.0 | $72k | 7.4k | 9.69 | ||
| SYSCO Corporation (SYY) | 0.0 | $72k | +17% | 920.00 | 78.12 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $71k | NEW | 206.00 | 344.66 | |
| Wec Energy Group (WEC) | 0.0 | $70k | -23% | 744.00 | 93.75 | |
| Hormel Foods Corporation (HRL) | 0.0 | $70k | -32% | 1.5k | 46.77 | |
| American Water Works (AWK) | 0.0 | $69k | +14% | 452.00 | 153.28 | |
| Danaher Corporation (DHR) | 0.0 | $69k | -5% | 310.00 | 223.40 | |
| Crown Castle Intl (CCI) | 0.0 | $69k | -24% | 435.00 | 158.73 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $69k | -33% | 755.00 | 90.91 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $68k | 439.00 | 153.85 | ||
| Exelon Corporation (EXC) | 0.0 | $67k | 1.6k | 41.67 | ||
| Consolidated Edison (ED) | 0.0 | $66k | -43% | 900.00 | 73.64 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $65k | 305.00 | 213.11 | ||
| Clorox Company (CLX) | 0.0 | $65k | -34% | 324.00 | 200.00 | |
| Interpublic Group of Companies (IPG) | 0.0 | $64k | +13% | 2.5k | 25.64 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $63k | -9% | 704.00 | 89.89 | |
| Live Nation Entertainment (LYV) | 0.0 | $62k | NEW | 848.00 | 72.73 | |
| Diageo Spon Adr New (DEO) | 0.0 | $60k | 359.00 | 166.67 | ||
| Xilinx (XLNX) | 0.0 | $59k | +20% | 427.00 | 137.93 | |
| Abbvie (ABBV) | 0.0 | $59k | +50% | 542.00 | 108.11 | |
| AFLAC Incorporated (AFL) | 0.0 | $59k | +24% | 1.4k | 42.55 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $58k | -18% | 966.00 | 60.00 | |
| T. Rowe Price (TROW) | 0.0 | $57k | +35% | 401.00 | 142.86 | |
| Target Corporation (TGT) | 0.0 | $57k | -14% | 327.00 | 174.60 | |
| Prologis (PLD) | 0.0 | $57k | 532.00 | 106.38 | ||
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $57k | -74% | 193.00 | 292.68 | |
| Unilever Spon Adr New (UL) | 0.0 | $56k | NEW | 1.0k | 54.79 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $55k | +10% | 2.1k | 25.64 | |
| United Rentals (URI) | 0.0 | $54k | 240.00 | 225.81 | ||
| Markel Corporation (MKL) | 0.0 | $54k | -18% | 54.00 | 1000.00 | |
| Edwards Lifesciences (EW) | 0.0 | $53k | 649.00 | 81.63 | ||
| Fastenal Company (FAST) | 0.0 | $53k | +44% | 1.1k | 47.90 | |
| Norfolk Southern (NSC) | 0.0 | $53k | -2% | 211.00 | 250.00 | |
| Advanced Micro Devices (AMD) | 0.0 | $52k | +5% | 574.00 | 90.91 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $52k | 365.00 | 142.47 | ||
| Cintas Corporation (CTAS) | 0.0 | $52k | +26% | 156.00 | 333.33 | |
| Church & Dwight (CHD) | 0.0 | $51k | -6% | 582.00 | 88.24 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $51k | 1.5k | 34.53 | ||
| International Business Machines (IBM) | 0.0 | $51k | -10% | 404.00 | 125.00 | |
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.0 | $50k | 680.00 | 73.53 | ||
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $49k | 2.6k | 19.07 | ||
| Emerson Electric (EMR) | 0.0 | $48k | +5% | 585.00 | 81.82 | |
| Motorola Solutions Com New (MSI) | 0.0 | $47k | -16% | 282.00 | 167.88 | |
| Marriott Intl Cl A (MAR) | 0.0 | $47k | -2% | 394.00 | 120.00 | |
| Hp (HPQ) | 0.0 | $47k | 2.0k | 23.92 | ||
| Paychex (PAYX) | 0.0 | $46k | -40% | 497.00 | 93.02 | |
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $46k | 1.7k | 27.43 | ||
| Regeneron Pharmaceuticals (REGN) | 0.0 | $45k | -48% | 93.00 | 484.85 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $44k | 168.00 | 263.16 | ||
| American Tower Reit (AMT) | 0.0 | $44k | -28% | 196.00 | 224.49 | |
| Servicenow (NOW) | 0.0 | $43k | +393% | 79.00 | 544.30 | |
| Spirit Rlty Cap Com New (SRC) | 0.0 | $43k | 1.1k | 40.04 | ||
| Moderna (MRNA) | 0.0 | $42k | 400.00 | 105.00 | ||
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 2020 Q4 filed Feb. 17, 2021
- Prestige Wealth Management Group 2020 Q3 filed Oct. 26, 2020
- Prestige Wealth Management Group 2020 Q2 filed Aug. 13, 2020
- Prestige Wealth Management Group 2020 Q1 filed May 15, 2020
- Prestige Wealth Management Group 2019 Q4 filed Jan. 28, 2020
- Prestige Wealth Management Group 2019 Q3 filed Nov. 14, 2019
- Prestige Wealth Management Group 2019 Q1 filed Aug. 16, 2019
- Prestige Wealth Management Group 2019 Q2 filed Aug. 16, 2019
- Prestige Wealth Management Group 2018 Q4 filed April 16, 2019