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 44.14% of Prestige Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: XLV (+$5.6M), DGRW, MINT, XOM, CVX, TOTL, JCPB, AGGY, COP, GTO.
- Started 48 new stock positions in CSAN, VUZI, OSW, XHE, SPSB, MBRX, OKTA, MINT, BMBL, MCY.
- Reduced shares in these 10 stocks: XLK (-$6.1M), VGSH, XLI, FMB, VUG, LIN, , XLF, SHW, XLY.
- Sold out of its positions in American Intl Group, Apache Corporation, ATO, Rts/bristol-myers Squibb Compa, BIPC, GOOS, CRS, CenturyLink, CDAY, GTLS.
- Prestige Wealth Management Group was a net seller of stock by $-5.6M.
- Prestige Wealth Management Group has $364M in assets under management (AUM), dropping by 0.04%.
- Central Index Key (CIK): 0001772715
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Portfolio Holdings for Prestige Wealth Management Group
Companies in the Prestige Wealth Management Group portfolio as of the March 2021 quarterly 13F filing
Prestige Wealth Management Group has 1029 total positions. Only the first 250 positions are shown.
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- Download the Prestige Wealth Management Group March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 12.0 | $44M | +10% | 766k | 57.19 | |
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 9.2 | $34M | +2% | 656k | 51.20 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 8.5 | $31M | +3% | 642k | 48.21 | |
| Vanguard Index Fds Growth Etf (VUG) | 7.3 | $27M | -4% | 104k | 257.04 | |
| J P Morgan Exchange-traded F Core Plus Bd Etf (JCPB) | 7.0 | $26M | +3% | 475k | 53.88 | |
| Apple (AAPL) | 3.7 | $13M | 109k | 122.26 | ||
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.6 | $13M | +75% | 112k | 116.74 | |
| Colgate-Palmolive Company (CL) | 3.3 | $12M | 149k | 80.00 | ||
| Invesco Actively Managed Etf Total Return (GTO) | 3.0 | $11M | +3% | 198k | 56.02 | |
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 2.0 | $7.3M | 98k | 75.11 | ||
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 1.9 | $7.1M | -20% | 72k | 98.45 | |
| Microsoft Corporation (MSFT) | 1.8 | $6.7M | +2% | 28k | 235.49 | |
| Select Sector Spdr Tr Technology (XLK) | 1.8 | $6.5M | -48% | 49k | 132.82 | |
| Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 1.7 | $6.3M | -6% | 235k | 26.67 | |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 1.5 | $5.4M | -2% | 83k | 65.43 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.3 | $4.9M | -26% | 87k | 56.43 | |
| Johnson & Johnson (JNJ) | 1.0 | $3.8M | +4% | 23k | 163.78 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 1.0 | $3.7M | -2% | 43k | 85.86 | |
| Amazon (AMZN) | 1.0 | $3.7M | 1.2k | 3094.74 | ||
| Exxon Mobil Corporation (XOM) | 0.9 | $3.2M | +77% | 58k | 55.43 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.8 | $3.1M | -4% | 37k | 81.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $2.8M | -8% | 1.4k | 2061.73 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $2.8M | -13% | 29k | 96.70 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.8 | $2.7M | 29k | 95.77 | ||
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.7 | $2.7M | +6% | 8.1k | 330.42 | |
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.7 | $2.6M | +2% | 78k | 33.14 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.7 | $2.6M | +2% | 17k | 150.56 | |
| Walt Disney Company (DIS) | 0.6 | $2.2M | +2% | 12k | 185.51 | |
| Merck & Co (MRK) | 0.6 | $2.2M | 29k | 77.09 | ||
| Facebook Cl A (FB) | 0.6 | $2.2M | -2% | 7.3k | 294.12 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $2.1M | 17k | 129.79 | ||
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.5 | $1.9M | NEW | 19k | 101.90 | |
| Visa Com Cl A (V) | 0.5 | $1.8M | +5% | 8.6k | 211.44 | |
| Wal-Mart Stores (WMT) | 0.4 | $1.5M | +5% | 11k | 135.97 | |
| Home Depot (HD) | 0.4 | $1.5M | -8% | 4.9k | 302.70 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.4M | +20% | 9.5k | 151.94 | |
| Bank of America Corporation (BAC) | 0.4 | $1.4M | +29% | 36k | 38.63 | |
| Chevron Corporation (CVX) | 0.4 | $1.4M | +1297% | 13k | 106.51 | |
| Automatic Data Processing (ADP) | 0.3 | $1.2M | 6.5k | 189.54 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.3 | $1.2M | -38% | 36k | 34.05 | |
| Netflix (NFLX) | 0.3 | $1.1M | +4% | 2.2k | 524.27 | |
| Bristol Myers Squibb (BMY) | 0.3 | $1.1M | 17k | 62.33 | ||
| Procter & Gamble Company (PG) | 0.3 | $1.0M | +4% | 7.5k | 135.35 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $996k | +4% | 2.1k | 472.22 | |
| Verizon Communications (VZ) | 0.3 | $990k | 17k | 58.20 | ||
| Public Service Enterprise (PEG) | 0.3 | $978k | 15k | 63.49 | ||
| Comcast Corp Cl A (CMCSA) | 0.3 | $951k | -2% | 18k | 53.82 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $890k | 3.5k | 256.56 | ||
| At&t (T) | 0.2 | $859k | -4% | 28k | 30.66 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $840k | -22% | 16k | 53.95 | |
| UnitedHealth (UNH) | 0.2 | $762k | +6% | 2.0k | 373.63 | |
| Costco Wholesale Corporation (COST) | 0.2 | $748k | -19% | 2.1k | 352.27 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $667k | -9% | 7.2k | 92.99 | |
| McDonald's Corporation (MCD) | 0.2 | $652k | 2.9k | 224.20 | ||
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $640k | 3.1k | 207.19 | ||
| Paypal Holdings (PYPL) | 0.2 | $632k | +4% | 2.6k | 241.18 | |
| Skyworks Solutions (SWKS) | 0.2 | $632k | +2% | 3.4k | 187.50 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $599k | -5% | 2.5k | 243.00 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $580k | 2.6k | 223.94 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $571k | -18% | 5.6k | 102.04 | |
| Goldman Sachs (GS) | 0.2 | $561k | +113% | 1.7k | 327.59 | |
| Ishares Tr Conv Bd Etf (ICVT) | 0.2 | $546k | +21% | 5.6k | 98.24 | |
| NVIDIA Corporation (NVDA) | 0.1 | $523k | -2% | 979.00 | 533.74 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $516k | 1.4k | 369.23 | ||
| Oracle Corporation (ORCL) | 0.1 | $487k | 7.0k | 69.40 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $471k | -19% | 4.1k | 113.74 | |
| ConocoPhillips (COP) | 0.1 | $467k | +538% | 7.5k | 62.50 | |
| Pfizer (PFE) | 0.1 | $457k | -3% | 13k | 36.55 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $445k | -3% | 6.0k | 74.36 | |
| Medtronic SHS (MDT) | 0.1 | $433k | -2% | 3.6k | 118.96 | |
| Starbucks Corporation (SBUX) | 0.1 | $431k | -33% | 4.0k | 108.35 | |
| Abbott Laboratories (ABT) | 0.1 | $418k | +9% | 3.5k | 120.20 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $395k | 5.7k | 69.16 | ||
| First Tr Exchange-traded Nasdaq Transn (FTXR) | 0.1 | $378k | +3% | 12k | 32.96 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $369k | -6% | 5.6k | 65.37 | |
| salesforce (CRM) | 0.1 | $356k | +65% | 1.7k | 207.55 | |
| Caterpillar (CAT) | 0.1 | $351k | +5% | 1.5k | 228.92 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $332k | +4% | 1.2k | 276.19 | |
| Union Pacific Corporation (UNP) | 0.1 | $330k | +7% | 1.5k | 219.83 | |
| Activision Blizzard (ATVI) | 0.1 | $326k | 3.5k | 94.02 | ||
| Broadridge Financial Solutions (BR) | 0.1 | $324k | 2.2k | 149.43 | ||
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $323k | NEW | 5.8k | 56.12 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $323k | 3.0k | 108.28 | ||
| Draftkings Com Cl A (DKNG) | 0.1 | $322k | 5.2k | 61.36 | ||
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $318k | +8221% | 5.8k | 54.59 | |
| Pepsi (PEP) | 0.1 | $316k | +2% | 2.2k | 141.18 | |
| Twitter (TWTR) | 0.1 | $314k | -4% | 5.0k | 63.09 | |
| Lowe's Companies (LOW) | 0.1 | $313k | +5% | 1.7k | 188.41 | |
| 3M Company (MMM) | 0.1 | $304k | +12% | 1.6k | 196.08 | |
| Metropcs Communications (TMUS) | 0.1 | $301k | -8% | 2.4k | 125.00 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $294k | 1.5k | 191.49 | ||
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $292k | -23% | 5.9k | 49.15 | |
| Booking Holdings (BKNG) | 0.1 | $290k | +4200% | 129.00 | 2250.00 | |
| Charter Communications Inc N Cl A (CHTR) | 0.1 | $290k | -2% | 473.00 | 612.24 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $286k | -18% | 3.7k | 76.76 | |
| Tesla Motors (TSLA) | 0.1 | $283k | -24% | 423.00 | 668.92 | |
| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $279k | 2.9k | 95.12 | ||
| Nextera Energy (NEE) | 0.1 | $276k | -8% | 3.7k | 75.21 | |
| Phillips 66 (PSX) | 0.1 | $273k | +604% | 3.3k | 81.63 | |
| Chargepoint Holdings Com Cl A (CHPT) | 0.1 | $262k | NEW | 9.8k | 26.70 | |
| Stryker Corporation (SYK) | 0.1 | $261k | +6% | 1.1k | 237.29 | |
| Nike CL B (NKE) | 0.1 | $254k | -14% | 1.9k | 133.97 | |
| EOG Resources (EOG) | 0.1 | $250k | +8160% | 4.1k | 60.61 | |
| Boeing Company (BA) | 0.1 | $244k | -2% | 964.00 | 252.75 | |
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $243k | 9.7k | 25.09 | ||
| Dollar General (DG) | 0.1 | $239k | 1.2k | 205.48 | ||
| Emerson Electric (EMR) | 0.1 | $239k | +348% | 2.6k | 90.91 | |
| Ishares Tr Us Infrastruc (IFRA) | 0.1 | $231k | NEW | 6.7k | 34.68 | |
| Electronic Arts (EA) | 0.1 | $230k | 1.7k | 132.08 | ||
| TJX Companies (TJX) | 0.1 | $229k | +9% | 3.5k | 66.30 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $225k | +3% | 1.7k | 130.06 | |
| Valero Energy Corporation (VLO) | 0.1 | $222k | +508% | 3.2k | 70.42 | |
| General Dynamics Corporation (GD) | 0.1 | $219k | +11% | 657.00 | 333.33 | |
| Spdr Ser Tr Blomberg Brc Inv (FLRN) | 0.1 | $217k | 7.1k | 30.58 | ||
| Intel Corporation (INTC) | 0.1 | $213k | 3.3k | 64.16 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $212k | 593.00 | 357.59 | ||
| Williams Companies (WMB) | 0.1 | $209k | +10363% | 8.1k | 25.97 | |
| Insteel Industries (IIIN) | 0.1 | $205k | NEW | 6.7k | 30.82 | |
| Cisco Systems (CSCO) | 0.1 | $204k | 4.0k | 51.31 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $201k | +12% | 610.00 | 328.95 | |
| Granite Construction (GVA) | 0.1 | $198k | NEW | 4.9k | 40.20 | |
| First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.1 | $197k | 1.7k | 118.89 | ||
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.1 | $192k | -71% | 1.7k | 112.74 | |
| Chubb (CB) | 0.1 | $191k | +8% | 1.2k | 158.73 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $181k | -75% | 1.9k | 96.28 | |
| Qualcomm (QCOM) | 0.0 | $181k | -68% | 1.4k | 131.74 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $179k | -3% | 2.6k | 68.27 | |
| FedEx Corporation (FDX) | 0.0 | $178k | +7% | 644.00 | 275.86 | |
| Cigna Corp (CI) | 0.0 | $174k | -4% | 522.00 | 333.33 | |
| Fidelity National Information Services (FIS) | 0.0 | $174k | +3% | 1.2k | 142.31 | |
| Oneok (OKE) | 0.0 | $173k | +8570% | 2.9k | 58.82 | |
| Etsy (ETSY) | 0.0 | $170k | +6% | 884.00 | 192.31 | |
| Coca-Cola Company (KO) | 0.0 | $166k | 3.2k | 52.29 | ||
| CSX Corporation (CSX) | 0.0 | $165k | +6% | 1.7k | 95.59 | |
| Morgan Stanley Com New (MS) | 0.0 | $164k | 2.1k | 78.12 | ||
| Occidental Petroleum Corporation (OXY) | 0.0 | $161k | +707% | 6.2k | 25.93 | |
| Air Products & Chemicals (APD) | 0.0 | $160k | -75% | 565.00 | 283.78 | |
| L3harris Technologies (LHX) | 0.0 | $160k | +5% | 792.00 | 202.13 | |
| Wells Fargo & Company (WFC) | 0.0 | $157k | +53% | 4.1k | 37.85 | |
| Halliburton Company (HAL) | 0.0 | $154k | +303% | 7.4k | 20.70 | |
| Viacomcbs CL B (VIAC) | 0.0 | $153k | -3% | 3.5k | 43.89 | |
| Citigroup Com New (C) | 0.0 | $151k | 2.1k | 72.61 | ||
| Waste Management (WM) | 0.0 | $147k | +13% | 1.1k | 128.68 | |
| Gilead Sciences (GILD) | 0.0 | $145k | +5% | 2.2k | 64.92 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $141k | 1.2k | 121.87 | ||
| S&p Global (SPGI) | 0.0 | $140k | +11% | 421.00 | 333.33 | |
| Illinois Tool Works (ITW) | 0.0 | $140k | +8% | 701.00 | 200.00 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $140k | -21% | 1.3k | 109.46 | |
| Ecolab (ECL) | 0.0 | $136k | -74% | 644.00 | 211.38 | |
| Becton, Dickinson and (BDX) | 0.0 | $134k | +22% | 560.00 | 238.81 | |
| Sherwin-Williams Company (SHW) | 0.0 | $132k | -82% | 182.00 | 727.27 | |
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $132k | -63% | 2.8k | 46.69 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $131k | -2% | 748.00 | 175.26 | |
| Altria (MO) | 0.0 | $129k | +2% | 2.6k | 50.00 | |
| American Express Company (AXP) | 0.0 | $128k | 923.00 | 138.36 | ||
| CVS Caremark Corporation (CVS) | 0.0 | $127k | 1.7k | 72.99 | ||
| Travelers Companies (TRV) | 0.0 | $124k | +7% | 823.00 | 151.08 | |
| Eli Lilly & Co. (LLY) | 0.0 | $124k | +4% | 664.00 | 186.72 | |
| Analog Devices (ADI) | 0.0 | $123k | +6% | 820.00 | 150.54 | |
| Regions Financial Corporation (RF) | 0.0 | $123k | 6.3k | 19.54 | ||
| Honeywell International (HON) | 0.0 | $118k | -20% | 546.00 | 216.78 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $117k | -10% | 450.00 | 260.00 | |
| Valley National Ban (VLY) | 0.0 | $116k | +13% | 8.4k | 13.76 | |
| McKesson Corporation (MCK) | 0.0 | $113k | +7% | 564.00 | 200.00 | |
| Republic Services (RSG) | 0.0 | $113k | +7% | 1.1k | 99.74 | |
| Xcel Energy (XEL) | 0.0 | $113k | 1.7k | 65.13 | ||
| Eaton Corp SHS (ETN) | 0.0 | $112k | 763.00 | 147.06 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $112k | +5% | 54.00 | 2075.47 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $112k | 543.00 | 206.26 | ||
| PNC Financial Services (PNC) | 0.0 | $106k | 605.00 | 174.60 | ||
| Ross Stores (ROST) | 0.0 | $104k | +10% | 878.00 | 118.92 | |
| Discovery Com Ser C (DISCK) | 0.0 | $104k | +10300% | 1.5k | 71.43 | |
| Prudential Financial (PRU) | 0.0 | $102k | -7% | 1.1k | 90.91 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $102k | 1.8k | 56.57 | ||
| General Motors Company (GM) | 0.0 | $99k | -4% | 2.1k | 46.51 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $97k | +7% | 704.00 | 137.36 | |
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $95k | 1.7k | 54.60 | ||
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $94k | -3% | 1.3k | 72.59 | |
| Omni (OMC) | 0.0 | $92k | -4% | 1.3k | 70.71 | |
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $92k | 735.00 | 125.17 | ||
| Hca Holdings (HCA) | 0.0 | $90k | 478.00 | 187.50 | ||
| Amgen (AMGN) | 0.0 | $90k | +4% | 358.00 | 250.00 | |
| PPG Industries (PPG) | 0.0 | $89k | -76% | 589.00 | 150.94 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $86k | -2% | 430.00 | 200.00 | |
| Devon Energy Corporation (DVN) | 0.0 | $83k | +4027% | 3.9k | 21.05 | |
| T. Rowe Price (TROW) | 0.0 | $82k | +12% | 453.00 | 181.82 | |
| Roper Industries (ROP) | 0.0 | $81k | +7% | 202.00 | 400.00 | |
| AFLAC Incorporated (AFL) | 0.0 | $80k | +9% | 1.5k | 53.19 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $79k | -88% | 468.00 | 168.80 | |
| Cdk Global Inc equities (CDK) | 0.0 | $78k | 2.0k | 40.00 | ||
| V.F. Corporation (VFC) | 0.0 | $78k | -3% | 992.00 | 78.70 | |
| SYSCO Corporation (SYY) | 0.0 | $78k | +8% | 998.00 | 78.12 | |
| AmerisourceBergen (ABC) | 0.0 | $78k | +16% | 505.00 | 153.85 | |
| Live Nation Entertainment (LYV) | 0.0 | $78k | -3% | 815.00 | 95.24 | |
| Crown Castle Intl (CCI) | 0.0 | $77k | +3% | 451.00 | 170.73 | |
| Allstate Corporation (ALL) | 0.0 | $77k | 661.00 | 116.28 | ||
| United Rentals (URI) | 0.0 | $76k | 236.00 | 322.58 | ||
| Diamondback Energy (FANG) | 0.0 | $76k | +840% | 1.0k | 73.50 | |
| Duke Energy Corp Com New (DUK) | 0.0 | $76k | +3% | 779.00 | 97.22 | |
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $75k | 625.00 | 120.00 | ||
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $75k | -18% | 497.00 | 150.91 | |
| American Water Works (AWK) | 0.0 | $73k | +8% | 491.00 | 148.65 | |
| Koninklijke Philips N V Ny Reg Sh New (PHG) | 0.0 | $72k | 1.5k | 47.62 | ||
| Hormel Foods Corporation (HRL) | 0.0 | $71k | 1.5k | 47.62 | ||
| Zoetis Cl A (ZTS) | 0.0 | $71k | 444.00 | 158.73 | ||
| Danaher Corporation (DHR) | 0.0 | $69k | 310.00 | 223.40 | ||
| Newmont Mining Corporation (NEM) | 0.0 | $68k | -85% | 1.1k | 59.90 | |
| Markel Corporation (MKL) | 0.0 | $68k | 54.00 | 1250.00 | ||
| Fox Corp Cl A Com (FOXA) | 0.0 | $67k | -9% | 2.0k | 34.19 | |
| Exelon Corporation (EXC) | 0.0 | $67k | 1.6k | 41.67 | ||
| Target Corporation (TGT) | 0.0 | $65k | 331.00 | 195.77 | ||
| Wec Energy Group (WEC) | 0.0 | $65k | -5% | 703.00 | 92.11 | |
| Clorox Company (CLX) | 0.0 | $64k | +2% | 333.00 | 192.31 | |
| Fastenal Company (FAST) | 0.0 | $64k | +13% | 1.3k | 51.16 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $64k | +45% | 135.00 | 470.59 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $63k | 704.00 | 89.89 | ||
| Marriott Intl Cl A (MAR) | 0.0 | $63k | 394.00 | 160.00 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $63k | +13% | 1.1k | 57.22 | |
| Hp (HPQ) | 0.0 | $62k | 2.0k | 31.90 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $60k | +11% | 406.00 | 147.78 | |
| Diageo Spon Adr New (DEO) | 0.0 | $60k | 359.00 | 166.67 | ||
| Abbvie (ABBV) | 0.0 | $60k | 548.00 | 108.94 | ||
| Norfolk Southern (NSC) | 0.0 | $59k | 211.00 | 277.78 | ||
| Marathon Oil Corporation (MRO) | 0.0 | $57k | +2584% | 5.4k | 10.62 | |
| Prologis (PLD) | 0.0 | $57k | 532.00 | 106.38 | ||
| Unilever Spon Adr New (UL) | 0.0 | $56k | 1.0k | 54.79 | ||
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $56k | 1.5k | 37.91 | ||
| Motorola Solutions Com New (MSI) | 0.0 | $55k | +3% | 291.00 | 189.78 | |
| International Business Machines (IBM) | 0.0 | $55k | +4% | 423.00 | 130.43 | |
| Xilinx (XLNX) | 0.0 | $55k | +10% | 473.00 | 115.38 | |
| Church & Dwight (CHD) | 0.0 | $53k | +6% | 620.00 | 85.47 | |
| Edwards Lifesciences (EW) | 0.0 | $53k | 649.00 | 81.63 | ||
| Paychex (PAYX) | 0.0 | $51k | +2% | 508.00 | 99.43 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $49k | 168.00 | 293.23 | ||
| Consolidated Edison (ED) | 0.0 | $48k | -25% | 668.00 | 72.29 | |
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.0 | $48k | 1.7k | 28.62 | ||
| American Tower Reit (AMT) | 0.0 | $47k | 197.00 | 238.58 | ||
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $47k | -63% | 800.00 | 58.75 | |
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $47k | -63% | 425.00 | 110.59 | |
| J P Morgan Exchange-traded F Corp Bd Resch (JIGB) | 0.0 | $46k | -63% | 850.00 | 54.12 | |
| Spirit Rlty Cap Com New (SRC) | 0.0 | $46k | 1.1k | 42.83 | ||
| Matador Resources (MTDR) | 0.0 | $46k | 1.9k | 23.67 | ||
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $44k | -98% | 711.00 | 61.88 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $44k | 2.6k | 17.12 | ||
| Texas Roadhouse (TXRH) | 0.0 | $43k | 447.00 | 96.20 | ||
| Micron Technology (MU) | 0.0 | $43k | 480.00 | 89.47 | ||
| Sanofi Sponsored Adr (SNY) | 0.0 | $42k | 850.00 | 49.41 | ||
| Public Storage (PSA) | 0.0 | $42k | +7% | 167.00 | 250.00 | |
| Cintas Corporation (CTAS) | 0.0 | $41k | +5% | 164.00 | 250.00 | |
| Linde SHS (LIN) | 0.0 | $41k | -96% | 151.00 | 270.83 | |
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 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
- Prestige Wealth Management Group 2019 Q2 filed Aug. 16, 2019
- Prestige Wealth Management Group 2018 Q4 filed April 16, 2019