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, MBB, AGGY, and represent 34.05% of Prestige Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: MBB (+$30M), XLY (+$13M), XLC (+$12M), XLF (+$5.2M), XLK, LLY, BND, AGGY, IEF, JNJ.
- Started 200 new stock positions in ESI, ARW, TTC, WTRG, MICC, XCUR, BOOT, GVA, PI, GLDM.
- Reduced shares in these 10 stocks: USHY (-$27M), XLP (-$13M), XLB (-$7.2M), GOOGL, IHI, ICVT, DGRW, META, VUG, QGRW.
- Sold out of its positions in ADPT, Agilon Health, BABA, ALE, AstraZeneca, BALL, BLKB, MYI, BF.B, CVBF.
- Prestige Wealth Management Group was a net buyer of stock by $8.5M.
- Prestige Wealth Management Group has $509M in assets under management (AUM), dropping by -1.73%.
- 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 1123 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Prestige Wealth Management Group has 1123 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Prestige Wealth Management Group March 31, 2026 positions
- Download the Prestige Wealth Management Group March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 10.4 | $53M | -3% | 604k | 87.84 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 5.9 | $30M | -7% | 298k | 101.79 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.9 | $30M | +8% | 411k | 73.64 |
|
| Ishares Tr Mbs Etf (MBB) | 5.9 | $30M | +17959% | 316k | 94.95 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 5.9 | $30M | +8% | 686k | 43.45 |
|
| Apple (AAPL) | 5.1 | $26M | 103k | 253.79 |
|
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 3.8 | $19M | -6% | 359k | 53.43 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 3.7 | $19M | +156% | 172k | 110.86 |
|
| Colgate-Palmolive Company (CL) | 2.5 | $13M | 147k | 85.23 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 2.5 | $13M | +28885% | 115k | 108.98 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.1 | $11M | +4% | 54k | 196.20 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 1.8 | $9.0M | +2% | 61k | 146.61 |
|
| Microsoft Corporation (MSFT) | 1.8 | $8.9M | -3% | 24k | 370.17 |
|
| Johnson & Johnson (JNJ) | 1.6 | $8.2M | +21% | 34k | 244.44 |
|
| Spdr Series Trust State Street Spd (MDYV) | 1.6 | $8.1M | -2% | 95k | 85.15 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.3 | $6.6M | -16% | 15k | 436.80 |
|
| Spdr Series Trust State Street Spd (MDYG) | 1.3 | $6.5M | -2% | 68k | 95.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $6.3M | -43% | 22k | 287.56 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.2 | $6.2M | +75% | 47k | 132.90 |
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 1.1 | $5.8M | 242k | 24.18 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.1 | $5.7M | +1020% | 116k | 49.37 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $5.4M | -16% | 31k | 174.41 |
|
| Merck & Co (MRK) | 0.9 | $4.5M | +24% | 37k | 121.08 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $4.5M | +134% | 4.9k | 919.77 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $4.4M | +2% | 26k | 169.66 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $4.4M | +2% | 15k | 294.16 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.8 | $4.2M | -3% | 84k | 50.66 |
|
| Broadcom (AVGO) | 0.8 | $4.0M | 13k | 309.51 |
|
|
| Abbvie (ABBV) | 0.7 | $3.8M | +42% | 17k | 217.49 |
|
| Amazon (AMZN) | 0.7 | $3.6M | -16% | 17k | 208.27 |
|
| Spdr Series Trust State Street Spd (SLYV) | 0.7 | $3.4M | 36k | 94.58 |
|
|
| Wal-Mart Stores (WMT) | 0.7 | $3.4M | 27k | 124.53 |
|
|
| Spdr Series Trust State Street Spd (SLYG) | 0.7 | $3.3M | +2% | 35k | 96.62 |
|
| Visa Com Cl A (V) | 0.6 | $3.1M | -2% | 10k | 302.24 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $2.6M | -6% | 2.6k | 996.43 |
|
| First Tr Exchange-traded Cloud Computing (SKYY) | 0.5 | $2.4M | -3% | 22k | 109.36 |
|
| Bank of America Corporation (BAC) | 0.5 | $2.4M | +4% | 49k | 48.75 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.5 | $2.3M | +2358% | 24k | 95.44 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.4 | $2.2M | -7% | 88k | 25.10 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $2.2M | +55% | 44k | 49.89 |
|
| Meta Platforms Cl A (META) | 0.4 | $2.1M | -45% | 3.7k | 572.13 |
|
| Home Depot (HD) | 0.4 | $2.0M | 6.1k | 328.89 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.0M | 4.1k | 479.20 |
|
|
| Tesla Motors (TSLA) | 0.4 | $1.9M | +2% | 5.0k | 371.75 |
|
| Caterpillar (CAT) | 0.4 | $1.9M | +2% | 2.6k | 708.46 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $1.8M | +53% | 35k | 52.19 |
|
| Welltower Inc Com reit (WELL) | 0.4 | $1.8M | +4% | 9.1k | 197.71 |
|
| Prologis (PLD) | 0.3 | $1.7M | -7% | 13k | 132.18 |
|
| Oracle Corporation (ORCL) | 0.3 | $1.7M | 11k | 147.11 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $1.5M | -13% | 53k | 29.13 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $1.4M | +29% | 23k | 60.66 |
|
| Public Service Enterprise (PEG) | 0.3 | $1.4M | 17k | 80.96 |
|
|
| Netflix (NFLX) | 0.3 | $1.4M | +509% | 14k | 96.15 |
|
| UnitedHealth (UNH) | 0.3 | $1.4M | +87% | 5.0k | 270.59 |
|
| Goldman Sachs (GS) | 0.3 | $1.3M | -5% | 1.6k | 845.99 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.3M | 2.6k | 499.66 |
|
|
| Equinix (EQIX) | 0.3 | $1.3M | -8% | 1.3k | 980.27 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.2M | -5% | 8.4k | 144.44 |
|
| Automatic Data Processing (ADP) | 0.2 | $1.2M | 5.8k | 204.80 |
|
|
| Amgen (AMGN) | 0.2 | $1.1M | +114% | 3.1k | 351.85 |
|
| McKesson Corporation (MCK) | 0.2 | $1.1M | +44% | 1.2k | 866.18 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $1.0M | -46% | 4.2k | 250.59 |
|
| American Tower Reit (AMT) | 0.2 | $1.0M | -10% | 6.0k | 172.59 |
|
| Applied Materials (AMAT) | 0.2 | $1.0M | 3.0k | 341.79 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $1.0M | 1.7k | 604.40 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $983k | +65% | 20k | 50.34 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $982k | 14k | 70.91 |
|
|
| Nextera Energy (NEE) | 0.2 | $974k | +4% | 11k | 92.88 |
|
| Abbott Laboratories (ABT) | 0.2 | $970k | +118% | 9.5k | 102.67 |
|
| McDonald's Corporation (MCD) | 0.2 | $935k | +2% | 3.0k | 310.79 |
|
| Cisco Systems (CSCO) | 0.2 | $915k | +3% | 12k | 77.59 |
|
| Linde SHS (LIN) | 0.2 | $914k | +2% | 1.8k | 495.77 |
|
| Eaton Corp SHS (ETN) | 0.2 | $901k | +4% | 2.5k | 357.67 |
|
| Digital Realty Trust (DLR) | 0.2 | $860k | +3% | 4.8k | 180.22 |
|
| Coca-Cola Company (KO) | 0.2 | $847k | 11k | 76.57 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $845k | -10% | 2.3k | 367.44 |
|
| Realty Income (O) | 0.2 | $814k | 13k | 61.21 |
|
|
| Honeywell International (HON) | 0.2 | $813k | 3.6k | 226.04 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $810k | +4% | 3.3k | 242.62 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $804k | -8% | 2.4k | 338.90 |
|
| Simon Property (SPG) | 0.2 | $785k | -3% | 4.2k | 186.56 |
|
| Medtronic SHS (MDT) | 0.1 | $716k | +74% | 8.2k | 87.37 |
|
| ConocoPhillips (COP) | 0.1 | $696k | +474% | 5.3k | 132.00 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $663k | +1023% | 1.3k | 491.90 |
|
| Pfizer (PFE) | 0.1 | $663k | +202% | 24k | 28.08 |
|
| Danaher Corporation (DHR) | 0.1 | $661k | +153% | 3.5k | 190.00 |
|
| Gilead Sciences (GILD) | 0.1 | $658k | +312% | 4.7k | 139.37 |
|
| Stryker Corporation (SYK) | 0.1 | $658k | +126% | 2.0k | 329.50 |
|
| Pepsi (PEP) | 0.1 | $642k | -2% | 4.1k | 155.29 |
|
| Public Storage (PSA) | 0.1 | $615k | -3% | 2.3k | 270.90 |
|
| Morgan Stanley Com New (MS) | 0.1 | $587k | +3% | 3.6k | 164.57 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $576k | 2.7k | 215.06 |
|
|
| Cheniere Energy Com New (LNG) | 0.1 | $573k | +2095% | 2.0k | 283.76 |
|
| Emcor (EME) | 0.1 | $572k | +2111% | 774.00 | 738.33 |
|
| Kla Corp Com New (KLAC) | 0.1 | $568k | 386.00 | 1472.42 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $534k | 1.9k | 284.15 |
|
|
| Ventas (VTR) | 0.1 | $532k | -3% | 6.5k | 81.78 |
|
| Constellation Energy (CEG) | 0.1 | $529k | +2% | 1.9k | 279.26 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $521k | +1276% | 1.1k | 461.00 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $520k | -8% | 3.8k | 135.50 |
|
| Hca Holdings (HCA) | 0.1 | $507k | +169% | 1.1k | 473.25 |
|
| Qualcomm (QCOM) | 0.1 | $499k | +4% | 3.9k | 128.78 |
|
| Crown Castle Intl (CCI) | 0.1 | $489k | -6% | 6.0k | 81.31 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $486k | -6% | 3.8k | 128.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $457k | -5% | 765.00 | 597.48 |
|
| Analog Devices (ADI) | 0.1 | $450k | 1.4k | 318.14 |
|
|
| Ssga Active Etf Tr State Street Ult (ULST) | 0.1 | $450k | +2% | 11k | 40.50 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $450k | +54% | 5.8k | 77.18 |
|
| Blackrock (BLK) | 0.1 | $441k | +6% | 458.00 | 961.72 |
|
| S&p Global (SPGI) | 0.1 | $438k | +11% | 1.0k | 425.40 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $436k | -98% | 12k | 36.84 |
|
| At&t (T) | 0.1 | $433k | -58% | 15k | 28.99 |
|
| Chubb (CB) | 0.1 | $429k | +5% | 1.3k | 326.91 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $426k | +3% | 3.4k | 126.60 |
|
| Lowe's Companies (LOW) | 0.1 | $425k | +2% | 1.8k | 236.28 |
|
| Waste Management (WM) | 0.1 | $412k | -4% | 1.8k | 229.79 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $409k | 2.8k | 144.95 |
|
|
| Vici Pptys (VICI) | 0.1 | $407k | 15k | 27.32 |
|
|
| Ge Vernova (GEV) | 0.1 | $397k | +696% | 454.00 | 873.42 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $383k | +3% | 2.0k | 192.90 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $381k | +219% | 5.3k | 71.84 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $378k | +1000% | 847.00 | 446.55 |
|
| Tenet Healthcare Corp Com New (THC) | 0.1 | $372k | +9% | 2.0k | 188.71 |
|
| Chevron Corporation (CVX) | 0.1 | $367k | +12% | 1.8k | 206.90 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $363k | 12k | 30.96 |
|
|
| Iron Mountain (IRM) | 0.1 | $361k | -18% | 3.5k | 102.14 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $353k | -2% | 1.1k | 320.78 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $350k | 12k | 30.50 |
|
|
| Extra Space Storage (EXR) | 0.1 | $343k | -16% | 2.6k | 131.14 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $340k | 1.8k | 194.15 |
|
|
| Verizon Communications (VZ) | 0.1 | $332k | -68% | 6.6k | 50.20 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $331k | 1.8k | 179.84 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $326k | +2% | 3.6k | 89.59 |
|
| Altria (MO) | 0.1 | $325k | +9% | 4.9k | 67.05 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $318k | -12% | 1.1k | 286.86 |
|
| Intuit (INTU) | 0.1 | $317k | 733.00 | 432.39 |
|
|
| Cme (CME) | 0.1 | $313k | -4% | 1.1k | 295.37 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $311k | +3% | 971.00 | 320.57 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $303k | -9% | 1.5k | 198.29 |
|
| AvalonBay Communities (AVB) | 0.1 | $294k | -15% | 1.8k | 165.13 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $292k | +37100% | 744.00 | 392.50 |
|
| Oklo Com Cl A (OKLO) | 0.1 | $290k | -17% | 5.8k | 49.61 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $288k | -2% | 1.7k | 172.18 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $287k | +814% | 4.6k | 62.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $286k | -18% | 670.00 | 426.40 |
|
| Parsons Corporation (PSN) | 0.1 | $278k | 5.1k | 54.17 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $277k | -5% | 954.00 | 290.50 |
|
| Equity Residential Sh Ben Int (EQR) | 0.1 | $276k | -4% | 4.6k | 59.85 |
|
| Entergy Corporation (ETR) | 0.1 | $272k | 2.4k | 112.38 |
|
|
| Moog Cl A (MOG.A) | 0.1 | $258k | NEW | 880.00 | 292.67 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $254k | -7% | 1.6k | 163.47 |
|
| Intercontinental Exchange (ICE) | 0.0 | $250k | 1.6k | 157.28 |
|
|
| CoStar (CSGP) | 0.0 | $243k | 6.0k | 40.37 |
|
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $241k | -7% | 1.4k | 173.45 |
|
| Citigroup Com New (C) | 0.0 | $227k | +10% | 2.0k | 113.41 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $218k | 1.8k | 118.67 |
|
|
| American Express Company (AXP) | 0.0 | $216k | -57% | 713.00 | 302.48 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $214k | -4% | 600.00 | 356.56 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $207k | -69% | 7.2k | 28.71 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $199k | +207% | 1.3k | 152.75 |
|
| Mid-America Apartment (MAA) | 0.0 | $199k | +6420% | 1.6k | 122.12 |
|
| Boeing Company (BA) | 0.0 | $199k | +5% | 999.00 | 199.03 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $190k | NEW | 2.8k | 67.53 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $187k | -11% | 3.2k | 58.14 |
|
| Walt Disney Company (DIS) | 0.0 | $183k | -71% | 1.9k | 96.38 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $183k | -7% | 268.00 | 682.25 |
|
| Weyerhaeuser Com New (WY) | 0.0 | $183k | -33% | 7.5k | 24.43 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.0 | $168k | -8% | 4.1k | 40.83 |
|
| Regions Financial Corporation (RF) | 0.0 | $166k | 6.3k | 26.39 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $166k | -16% | 2.1k | 79.06 |
|
| United Rentals (URI) | 0.0 | $164k | -6% | 225.00 | 728.60 |
|
| National Fuel Gas (NFG) | 0.0 | $161k | 1.7k | 94.50 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $157k | 1.1k | 145.80 |
|
|
| Spdr Series Trust State Street Spd (XTL) | 0.0 | $155k | -28% | 822.00 | 188.06 |
|
| PPL Corporation (PPL) | 0.0 | $152k | +171% | 3.9k | 38.48 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $151k | 406.00 | 370.91 |
|
|
| Anthem (ELV) | 0.0 | $148k | -18% | 505.00 | 292.76 |
|
| Wells Fargo & Company (WFC) | 0.0 | $147k | +15% | 1.9k | 79.61 |
|
| Travelers Companies (TRV) | 0.0 | $145k | -10% | 497.00 | 291.69 |
|
| Advanced Micro Devices (AMD) | 0.0 | $144k | +8% | 706.00 | 203.43 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $139k | -30% | 213.00 | 652.14 |
|
| TJX Companies (TJX) | 0.0 | $132k | +17% | 825.00 | 159.70 |
|
| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.0 | $131k | -17% | 11k | 11.62 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $131k | -27% | 400.00 | 327.10 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $131k | NEW | 1.4k | 90.53 |
|
| Cigna Corp (CI) | 0.0 | $127k | 477.00 | 266.75 |
|
|
| Tempus Ai Cl A (TEM) | 0.0 | $127k | +7% | 2.8k | 45.22 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $126k | NEW | 1.0k | 124.31 |
|
| Spdr Series Trust State Street Spd (SPBO) | 0.0 | $124k | -41% | 4.3k | 29.03 |
|
| General Motors Company (GM) | 0.0 | $122k | +2% | 1.6k | 74.50 |
|
| Valero Energy Corporation (VLO) | 0.0 | $121k | 489.00 | 247.09 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $120k | -3% | 1.2k | 97.91 |
|
| American Healthcare Reit Com Shs (AHR) | 0.0 | $119k | -23% | 2.5k | 47.25 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $118k | -99% | 1.4k | 81.98 |
|
| International Business Machines (IBM) | 0.0 | $118k | 487.00 | 242.39 |
|
|
| Phillips 66 (PSX) | 0.0 | $115k | +76% | 633.00 | 182.19 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $115k | -2% | 3.7k | 30.68 |
|
| Wec Energy Group (WEC) | 0.0 | $113k | 976.00 | 115.77 |
|
|
| Prudential Financial (PRU) | 0.0 | $112k | -5% | 1.2k | 97.71 |
|
| Textron (TXT) | 0.0 | $108k | 1.2k | 87.71 |
|
|
| Micron Technology (MU) | 0.0 | $106k | -12% | 313.00 | 337.99 |
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $103k | 1.0k | 100.75 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $102k | -39% | 4.4k | 23.22 |
|
| Markel Corporation (MKL) | 0.0 | $96k | 50.00 | 1914.08 |
|
|
| Wisdomtree Tr 7 10 Yr Laddered (USIN) | 0.0 | $94k | -37% | 1.9k | 50.10 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.0 | $92k | 698.00 | 132.10 |
|
|
| Cdw (CDW) | 0.0 | $91k | 750.00 | 121.02 |
|
|
| Sempra Energy (SRE) | 0.0 | $91k | -10% | 926.00 | 97.83 |
|
| American Intl Group Com New (AIG) | 0.0 | $91k | 1.2k | 75.26 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $88k | +5% | 533.00 | 164.13 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $86k | 310.00 | 276.70 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $86k | -6% | 197.00 | 435.19 |
|
| Norfolk Southern (NSC) | 0.0 | $85k | +35% | 295.00 | 287.00 |
|
| Ssga Active Etf Tr State Street Dou (TOTL) | 0.0 | $83k | -44% | 2.1k | 39.73 |
|
| Hartford Financial Services (HIG) | 0.0 | $82k | 600.00 | 135.83 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $81k | +116500% | 1.2k | 69.75 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $81k | -47% | 800.00 | 100.57 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $80k | 403.00 | 197.88 |
|
|
| PNC Financial Services (PNC) | 0.0 | $80k | -8% | 382.00 | 208.09 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $79k | 500.00 | 158.58 |
|
|
| Exelon Corporation (EXC) | 0.0 | $79k | 1.6k | 49.02 |
|
|
| Progressive Corporation (PGR) | 0.0 | $76k | 382.00 | 198.25 |
|
|
| Emerson Electric (EMR) | 0.0 | $75k | -4% | 574.00 | 131.03 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $75k | +22% | 226.00 | 330.87 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $74k | -37% | 625.00 | 118.60 |
|
| Texas Roadhouse (TXRH) | 0.0 | $74k | 447.00 | 165.14 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $73k | -88% | 346.00 | 210.03 |
|
| Xylem (XYL) | 0.0 | $72k | 600.00 | 119.50 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $71k | -94% | 2.6k | 27.46 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $69k | 200.00 | 344.90 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $68k | -48% | 117.00 | 577.19 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $66k | -15% | 452.00 | 146.28 |
|
| Western Digital (WDC) | 0.0 | $65k | 241.00 | 270.49 |
|
|
| Biogen Idec (BIIB) | 0.0 | $63k | +440% | 346.00 | 183.34 |
|
| Philip Morris International (PM) | 0.0 | $63k | +27% | 375.00 | 166.81 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $61k | 420.00 | 145.49 |
|
|
| Itt (ITT) | 0.0 | $60k | 312.00 | 190.92 |
|
|
| Consolidated Edison (ED) | 0.0 | $59k | -2% | 521.00 | 113.19 |
|
| Lumentum Hldgs (LITE) | 0.0 | $58k | -2% | 83.00 | 702.77 |
|
| Uber Technologies (UBER) | 0.0 | $58k | -84% | 799.00 | 71.93 |
|
| Servicenow (NOW) | 0.0 | $56k | -11% | 538.00 | 104.55 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $56k | +4% | 260.00 | 213.92 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $55k | 226.00 | 244.19 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $55k | 420.00 | 131.35 |
|
|
| Intel Corporation (INTC) | 0.0 | $55k | +6% | 1.2k | 44.13 |
|
| L3harris Technologies (LHX) | 0.0 | $55k | +25% | 159.00 | 345.15 |
|
| Allstate Corporation (ALL) | 0.0 | $55k | -78% | 263.00 | 208.42 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $54k | 2.1k | 25.64 |
|
|
| Carnival Corp Common Stock (CCL) | 0.0 | $54k | 2.1k | 25.88 |
|
|
| Deere & Company (DE) | 0.0 | $54k | +30% | 95.00 | 564.93 |
|
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 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
- Prestige Wealth Management Group 2023 Q2 restated filed April 26, 2024