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, USFR, AGGY, USHY, BND, and represent 36.68% of Prestige Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: USHY (+$23M), BND (+$22M), USFR (+$10M), PG, UNH, PEP, KO, AGGY, COST, JNJ.
- Started 38 new stock positions in DAN, JNK, QLYS, IAT, AM, TNDM, STT, WYNN, LNTH, HPP.
- Reduced shares in these 10 stocks: JCPB (-$21M), TOTL (-$21M), GTO (-$11M), AAPL, MSFT, AMZN, DGRW, TSLA, AOM, NVDA.
- Sold out of its positions in ACHC, AHCO, ADC, APRT, ALK, ALGM, BFH, MDRX, ALLY, ATR.
- Prestige Wealth Management Group was a net seller of stock by $-4.7M.
- Prestige Wealth Management Group has $398M in assets under management (AUM), dropping by 3.68%.
- Central Index Key (CIK): 0001772715
Tip: Access up to 7 years of quarterly data
Positions held by Prestige Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Prestige Wealth Management Group
Prestige Wealth Management Group holds 1050 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Prestige Wealth Management Group has 1050 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Prestige Wealth Management Group March 31, 2023 positions
- Download the Prestige Wealth Management Group March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 13.6 | $54M | -4% | 865k | 62.34 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 6.2 | $25M | +71% | 492k | 50.27 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 5.7 | $23M | +5% | 521k | 43.69 |
|
| Ishares Tr Broad Usd High (USHY) | 5.7 | $23M | +15535% | 636k | 35.55 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.5 | $22M | +24604% | 296k | 73.83 |
|
| Apple (AAPL) | 4.6 | $18M | -14% | 111k | 164.90 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.8 | $15M | 60k | 249.44 |
|
|
| Colgate-Palmolive Company (CL) | 2.9 | $12M | +3% | 154k | 75.15 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 2.7 | $11M | -3% | 175k | 61.86 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 2.5 | $10M | +4% | 266k | 37.38 |
|
| Select Sector Spdr Tr Financial (XLF) | 2.3 | $9.2M | 286k | 32.15 |
|
|
| Microsoft Corporation (MSFT) | 2.2 | $8.7M | -25% | 30k | 288.30 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.9 | $7.6M | -8% | 59k | 129.46 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.8 | $7.2M | 48k | 151.01 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 1.7 | $6.7M | -3% | 98k | 68.44 |
|
| Johnson & Johnson (JNJ) | 1.4 | $5.6M | +23% | 36k | 155.00 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 1.3 | $5.1M | 77k | 66.08 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 1.2 | $4.9M | +10% | 85k | 57.97 |
|
| Merck & Co (MRK) | 1.0 | $4.1M | +22% | 39k | 107.12 |
|
| Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 0.9 | $3.7M | 152k | 24.59 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $3.3M | +3% | 66k | 50.66 |
|
| Procter & Gamble Company (PG) | 0.8 | $3.3M | +119% | 22k | 148.69 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.8 | $3.2M | 44k | 73.75 |
|
|
| UnitedHealth (UNH) | 0.7 | $2.9M | +80% | 6.2k | 472.59 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.7 | $2.9M | 53k | 53.98 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.7 | $2.8M | +2% | 55k | 50.94 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.7 | $2.7M | 36k | 76.18 |
|
|
| Exxon Mobil Corporation (XOM) | 0.7 | $2.7M | 25k | 109.66 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.6 | $2.5M | +4% | 38k | 66.90 |
|
| Amazon (AMZN) | 0.6 | $2.5M | -48% | 24k | 103.29 |
|
| Coca-Cola Company (KO) | 0.6 | $2.5M | +101% | 40k | 62.49 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $2.5M | +92% | 4.9k | 496.87 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $2.4M | 50k | 47.85 |
|
|
| Visa Com Cl A (V) | 0.6 | $2.3M | -15% | 10k | 225.46 |
|
| Pepsi (PEP) | 0.5 | $2.1M | +166% | 11k | 182.30 |
|
| Home Depot (HD) | 0.5 | $2.0M | -19% | 6.9k | 295.12 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.5 | $2.0M | +2% | 38k | 52.26 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.9M | 15k | 130.31 |
|
|
| Bristol Myers Squibb (BMY) | 0.5 | $1.9M | +28% | 27k | 69.31 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.7M | 17k | 103.73 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $1.7M | +51% | 11k | 148.03 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $1.6M | -12% | 24k | 65.17 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $1.6M | 16k | 99.25 |
|
|
| Automatic Data Processing (ADP) | 0.4 | $1.6M | -6% | 7.0k | 223.94 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $1.3M | -44% | 4.6k | 277.77 |
|
| Pfizer (PFE) | 0.3 | $1.2M | +121% | 29k | 40.80 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.2M | 3.8k | 308.77 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $1.1M | -14% | 12k | 92.92 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $966k | +374% | 2.8k | 343.42 |
|
| Public Service Enterprise (PEG) | 0.2 | $964k | 15k | 62.45 |
|
|
| Abbvie (ABBV) | 0.2 | $955k | +402% | 6.0k | 159.37 |
|
| Invesco Actively Managed Etf Total Return (GTO) | 0.2 | $953k | -92% | 20k | 47.20 |
|
| Abbott Laboratories (ABT) | 0.2 | $946k | +120% | 9.3k | 101.26 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $937k | -95% | 20k | 47.39 |
|
| McDonald's Corporation (MCD) | 0.2 | $918k | -38% | 3.3k | 279.61 |
|
| Anthem (ELV) | 0.2 | $821k | +65% | 1.8k | 459.82 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $818k | -30% | 2.3k | 363.41 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $816k | 1.7k | 472.75 |
|
|
| Linde SHS | 0.2 | $802k | NEW | 2.3k | 355.45 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $758k | -19% | 4.9k | 154.00 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $747k | 17k | 44.43 |
|
|
| Nextera Energy (NEE) | 0.2 | $692k | +12% | 9.0k | 77.08 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $689k | +11% | 18k | 37.91 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $684k | +1594% | 1.2k | 576.71 |
|
| Dollar General (DG) | 0.2 | $672k | -22% | 3.2k | 210.47 |
|
| Meta Platforms Cl A (META) | 0.2 | $668k | -21% | 3.2k | 211.94 |
|
| Tesla Motors (TSLA) | 0.2 | $642k | -74% | 3.1k | 207.46 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $642k | +658% | 9.2k | 70.11 |
|
| Medtronic SHS (MDT) | 0.2 | $641k | +106% | 7.9k | 81.32 |
|
| Cisco Systems (CSCO) | 0.2 | $633k | -29% | 12k | 52.28 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $632k | 3.1k | 204.51 |
|
|
| Stryker Corporation (SYK) | 0.2 | $629k | +82% | 2.2k | 286.24 |
|
| Broadcom (AVGO) | 0.2 | $627k | -32% | 978.00 | 641.54 |
|
| Bank of America Corporation (BAC) | 0.2 | $608k | 21k | 28.60 |
|
|
| Goldman Sachs (GS) | 0.2 | $603k | +7% | 1.8k | 327.11 |
|
| Altria (MO) | 0.1 | $593k | +442% | 13k | 45.63 |
|
| Caterpillar (CAT) | 0.1 | $577k | +7% | 2.5k | 228.84 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $563k | +64% | 2.5k | 225.90 |
|
| Philip Morris International (PM) | 0.1 | $556k | +1188% | 5.6k | 98.71 |
|
| United Parcel Service CL B (UPS) | 0.1 | $551k | +8% | 2.8k | 194.00 |
|
| Danaher Corporation (DHR) | 0.1 | $536k | +647% | 2.1k | 252.31 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $533k | -31% | 1.9k | 285.81 |
|
| Union Pacific Corporation (UNP) | 0.1 | $529k | +4% | 2.6k | 201.26 |
|
| Honeywell International (HON) | 0.1 | $525k | +12% | 2.7k | 191.12 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $512k | -29% | 2.8k | 186.01 |
|
| Amgen (AMGN) | 0.1 | $504k | +260% | 2.1k | 241.75 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $488k | -45% | 10k | 46.91 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $462k | 5.1k | 91.04 |
|
|
| Lowe's Companies (LOW) | 0.1 | $455k | -51% | 2.3k | 199.97 |
|
| Gilead Sciences (GILD) | 0.1 | $446k | +194% | 5.4k | 82.97 |
|
| Rockwell Automation (ROK) | 0.1 | $420k | 1.4k | 293.50 |
|
|
| Qualcomm (QCOM) | 0.1 | $419k | -30% | 3.3k | 127.58 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $408k | +60% | 5.5k | 74.31 |
|
| PNC Financial Services (PNC) | 0.1 | $406k | +4% | 3.2k | 127.10 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $405k | -55% | 1.1k | 376.20 |
|
| Verizon Communications (VZ) | 0.1 | $397k | +14% | 10k | 38.89 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $391k | +4% | 846.00 | 461.72 |
|
| Paypal Holdings (PYPL) | 0.1 | $383k | -22% | 5.0k | 75.94 |
|
| Nike CL B (NKE) | 0.1 | $383k | -59% | 3.1k | 122.99 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $379k | +174% | 461.00 | 821.68 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $376k | -16% | 1.5k | 244.33 |
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $373k | +828% | 1.5k | 246.47 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $369k | +247% | 2.7k | 135.40 |
|
| Applied Materials (AMAT) | 0.1 | $368k | -30% | 3.0k | 122.84 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $368k | 2.5k | 147.41 |
|
|
| Walt Disney Company (DIS) | 0.1 | $367k | -13% | 3.7k | 100.13 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $366k | +258% | 4.6k | 79.67 |
|
| Air Products & Chemicals (APD) | 0.1 | $363k | +8% | 1.3k | 288.96 |
|
| Cigna Corp (CI) | 0.1 | $354k | +164% | 1.4k | 255.55 |
|
| Chubb (CB) | 0.1 | $352k | +4% | 1.8k | 195.17 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $351k | -19% | 1.6k | 225.23 |
|
| At&t (T) | 0.1 | $348k | +10% | 18k | 19.25 |
|
| S&p Global (SPGI) | 0.1 | $348k | +12% | 1.0k | 344.78 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $347k | +6% | 900.00 | 385.38 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $345k | 5.3k | 65.59 |
|
|
| SYSCO Corporation (SYY) | 0.1 | $343k | +222% | 4.4k | 77.24 |
|
| General Mills (GIS) | 0.1 | $340k | +645% | 4.0k | 85.46 |
|
| Analog Devices (ADI) | 0.1 | $307k | +10% | 1.6k | 197.22 |
|
| Intuit (INTU) | 0.1 | $302k | -33% | 677.00 | 445.83 |
|
| Waste Management (WM) | 0.1 | $298k | +4% | 1.8k | 163.17 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $296k | -8% | 3.0k | 97.93 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $296k | -18% | 4.4k | 67.85 |
|
| BlackRock (BLK) | 0.1 | $294k | +12% | 440.00 | 669.14 |
|
| Emerson Electric (EMR) | 0.1 | $288k | 3.3k | 87.15 |
|
|
| CSX Corporation (CSX) | 0.1 | $287k | +15% | 9.6k | 29.94 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $285k | 2.8k | 101.02 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $282k | -60% | 2.7k | 104.13 |
|
| Zoetis Cl A (ZTS) | 0.1 | $280k | +317% | 1.7k | 166.44 |
|
| Kraft Heinz (KHC) | 0.1 | $279k | +160% | 7.2k | 38.68 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $275k | +1197% | 1.1k | 255.47 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $274k | +7% | 1.6k | 166.55 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $267k | +7% | 1.2k | 224.78 |
|
| Hershey Company (HSY) | 0.1 | $266k | +438% | 1.0k | 254.42 |
|
| Netflix (NFLX) | 0.1 | $262k | 759.00 | 345.48 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $259k | 380.00 | 680.75 |
|
|
| BorgWarner (BWA) | 0.1 | $258k | +5660% | 5.2k | 49.11 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $252k | -98% | 6.1k | 41.03 |
|
| Kroger (KR) | 0.1 | $252k | +335% | 5.1k | 49.37 |
|
| Aim Etf Products Trust Us Lrg Cp Buf20 (APRW) | 0.1 | $250k | -38% | 9.3k | 27.02 |
|
| Monster Beverage Corp (MNST) | 0.1 | $246k | +12213% | 4.6k | 54.01 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $237k | 2.5k | 94.73 |
|
|
| Teradyne (TER) | 0.1 | $229k | 2.1k | 107.51 |
|
|
| Xcel Energy (XEL) | 0.1 | $224k | +9% | 3.3k | 67.96 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $216k | 7.1k | 30.43 |
|
|
| Target Corporation (TGT) | 0.1 | $212k | -58% | 1.3k | 165.63 |
|
| Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $206k | +8% | 2.1k | 96.67 |
|
| FedEx Corporation (FDX) | 0.1 | $205k | -2% | 891.00 | 229.65 |
|
| Cme (CME) | 0.1 | $204k | +12% | 1.1k | 191.52 |
|
| Becton, Dickinson and (BDX) | 0.1 | $203k | +6% | 818.00 | 247.54 |
|
| Morgan Stanley Com New (MS) | 0.1 | $199k | -3% | 2.3k | 87.80 |
|
| Boeing Company (BA) | 0.0 | $196k | 921.00 | 212.43 |
|
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $195k | 3.9k | 50.43 |
|
|
| Keurig Dr Pepper (KDP) | 0.0 | $195k | +820% | 5.5k | 35.48 |
|
| Humana (HUM) | 0.0 | $169k | +12% | 347.00 | 486.35 |
|
| Albemarle Corporation (ALB) | 0.0 | $168k | +3889% | 758.00 | 221.53 |
|
| Kla Corp Com New (KLAC) | 0.0 | $159k | +23% | 399.00 | 399.17 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $152k | 1.2k | 124.07 |
|
|
| Cdw (CDW) | 0.0 | $147k | -4% | 753.00 | 195.00 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $147k | +72% | 2.0k | 74.71 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $144k | NEW | 1.6k | 92.82 |
|
| Chevron Corporation (CVX) | 0.0 | $141k | -2% | 865.00 | 163.16 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $140k | -76% | 1.9k | 72.74 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $140k | +9% | 4.1k | 34.10 |
|
| First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.0 | $139k | 1.7k | 84.05 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $135k | 2.8k | 48.37 |
|
|
| Franklin Templeton Etf Tr Brandywineglobal (DVAL) | 0.0 | $133k | 12k | 11.48 |
|
|
| Roper Industries (ROP) | 0.0 | $132k | +3% | 300.00 | 440.69 |
|
| Eaton Corp SHS (ETN) | 0.0 | $131k | 764.00 | 171.35 |
|
|
| McKesson Corporation (MCK) | 0.0 | $128k | -10% | 359.00 | 356.91 |
|
| ConocoPhillips (COP) | 0.0 | $127k | -2% | 1.3k | 99.83 |
|
| Hca Holdings (HCA) | 0.0 | $126k | 478.00 | 263.69 |
|
|
| Hess (HES) | 0.0 | $123k | 929.00 | 132.34 |
|
|
| General Motors Company (GM) | 0.0 | $121k | -63% | 3.3k | 36.68 |
|
| Regions Financial Corporation (RF) | 0.0 | $119k | 6.3k | 18.74 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $118k | 1.1k | 106.24 |
|
|
| Prudential Financial (PRU) | 0.0 | $115k | +4% | 1.4k | 82.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $114k | +7% | 1.1k | 104.00 |
|
| American Express Company (AXP) | 0.0 | $113k | -4% | 682.00 | 164.95 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $110k | 1.1k | 101.18 |
|
|
| salesforce (CRM) | 0.0 | $105k | -73% | 527.00 | 199.78 |
|
| Discover Financial Services (DFS) | 0.0 | $105k | 1.1k | 98.86 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $103k | 1.4k | 73.18 |
|
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $101k | 735.00 | 136.80 |
|
|
| National Fuel Gas (NFG) | 0.0 | $101k | 1.7k | 58.23 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $100k | 399.00 | 250.16 |
|
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $100k | 1.1k | 87.77 |
|
|
| Intel Corporation (INTC) | 0.0 | $98k | -67% | 3.0k | 32.67 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $97k | +4% | 301.00 | 321.41 |
|
| Citigroup Com New (C) | 0.0 | $95k | +5% | 2.0k | 46.89 |
|
| Wells Fargo & Company (WFC) | 0.0 | $94k | -4% | 2.5k | 37.38 |
|
| United Rentals (URI) | 0.0 | $94k | 238.00 | 395.79 |
|
|
| Global X Fds Cloud Computng (CLOU) | 0.0 | $93k | +11% | 5.1k | 18.35 |
|
| Prologis (PLD) | 0.0 | $93k | 742.00 | 124.77 |
|
|
| Textron (TXT) | 0.0 | $92k | 1.3k | 70.71 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $92k | +2% | 952.00 | 96.47 |
|
| International Business Machines (IBM) | 0.0 | $91k | -65% | 690.00 | 131.09 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $88k | 1.7k | 50.54 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $88k | -42% | 586.00 | 149.54 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $87k | 1.6k | 55.36 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $87k | 621.00 | 139.60 |
|
|
| PPL Corporation (PPL) | 0.0 | $86k | 3.1k | 28.04 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $84k | -6% | 1.8k | 45.44 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $83k | 405.00 | 204.23 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $82k | 284.00 | 287.02 |
|
|
| Progressive Corporation (PGR) | 0.0 | $81k | 565.00 | 143.06 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $81k | 530.00 | 152.26 |
|
|
| Spdr Ser Tr S&p Telecom (XTL) | 0.0 | $79k | -6% | 978.00 | 81.06 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $76k | 407.00 | 187.50 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $76k | +8% | 1.5k | 50.36 |
|
| Metropcs Communications (TMUS) | 0.0 | $74k | 514.00 | 144.84 |
|
|
| Wec Energy Group (WEC) | 0.0 | $74k | -2% | 781.00 | 94.79 |
|
| Edwards Lifesciences (EW) | 0.0 | $72k | -2% | 870.00 | 82.75 |
|
| Advanced Micro Devices (AMD) | 0.0 | $71k | -77% | 725.00 | 98.01 |
|
| Sempra Energy (SRE) | 0.0 | $69k | 453.00 | 152.36 |
|
|
| Ford Motor Company (F) | 0.0 | $69k | -73% | 5.5k | 12.60 |
|
| Allstate Corporation (ALL) | 0.0 | $68k | -3% | 611.00 | 111.59 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $68k | -47% | 176.00 | 385.47 |
|
| Exelon Corporation (EXC) | 0.0 | $68k | 1.6k | 41.89 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $68k | NEW | 881.00 | 76.74 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $66k | -72% | 400.00 | 166.06 |
|
| Consolidated Edison (ED) | 0.0 | $65k | 682.00 | 95.67 |
|
|
| Markel Corporation (MKL) | 0.0 | $64k | 50.00 | 1277.42 |
|
|
| L3harris Technologies (LHX) | 0.0 | $63k | 323.00 | 196.25 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $63k | 277.00 | 228.33 |
|
|
| Xylem (XYL) | 0.0 | $63k | 600.00 | 104.70 |
|
|
| Organon & Co Common Stock (OGN) | 0.0 | $63k | 2.7k | 23.52 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $62k | -9% | 623.00 | 99.12 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $60k | +13% | 4.0k | 15.10 |
|
| Republic Services (RSG) | 0.0 | $60k | -9% | 440.00 | 135.72 |
|
| Activision Blizzard (ATVI) | 0.0 | $60k | +18% | 695.00 | 85.59 |
|
| Hp (HPQ) | 0.0 | $59k | 2.0k | 29.61 |
|
|
| Travelers Companies (TRV) | 0.0 | $59k | +8% | 343.00 | 171.42 |
|
| eBay (EBAY) | 0.0 | $57k | -2% | 1.3k | 44.37 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $57k | 615.00 | 92.00 |
|
|
| Phillips 66 (PSX) | 0.0 | $56k | 556.00 | 101.38 |
|
|
| 3M Company (MMM) | 0.0 | $56k | -21% | 535.00 | 105.12 |
|
| Paychex (PAYX) | 0.0 | $55k | 477.00 | 114.59 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $55k | 133.00 | 410.90 |
|
|
| Valley National Ban (VLY) | 0.0 | $54k | 5.7k | 9.35 |
|
|
| Public Storage (PSA) | 0.0 | $53k | +6% | 176.00 | 302.14 |
|
| Hartford Financial Services (HIG) | 0.0 | $53k | +8% | 758.00 | 69.70 |
|
| Crown Castle Intl (CCI) | 0.0 | $51k | 382.00 | 133.85 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $51k | -3% | 931.00 | 54.35 |
|
| Norfolk Southern (NSC) | 0.0 | $50k | -9% | 237.00 | 212.00 |
|
| International Paper Company (IP) | 0.0 | $50k | 1.4k | 36.06 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $49k | 950.00 | 51.93 |
|
|
| Texas Roadhouse (TXRH) | 0.0 | $48k | -7% | 447.00 | 108.06 |
|
| Key (KEY) | 0.0 | $48k | +8% | 3.8k | 12.52 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $46k | -8% | 850.00 | 54.42 |
|
| Aon Shs Cl A (AON) | 0.0 | $46k | +3% | 145.00 | 315.31 |
|
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 2023 Q1 filed May 16, 2023
- Prestige Wealth Management Group 2022 Q4 filed Feb. 8, 2023
- Prestige Wealth Management Group 2022 Q3 filed Nov. 1, 2022
- Prestige Wealth Management Group 2022 Q2 filed Aug. 10, 2022
- Prestige Wealth Management Group 2022 Q1 filed May 5, 2022
- Prestige Wealth Management Group 2021 Q4 filed Feb. 15, 2022
- Prestige Wealth Management Group 2021 Q3 filed Nov. 12, 2021
- Prestige Wealth Management Group 2021 Q2 filed Aug. 12, 2021
- Prestige Wealth Management Group 2021 Q1 filed May 13, 2021
- 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