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, USHY, AGGY, BND, ICVT, and represent 33.21% of Prestige Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: XLRE (+$12M), XLF, MMIT, XLV, BMY, MUNI, BAC, MCK, LMT, BX.
- Started 39 new stock positions in MOS, Karuna Therapeutics Ord, DXCM, CMA, BPT, PR, XLRE, PVH, BBWI, VSCO.
- Reduced shares in these 10 stocks: XLP (-$10M), ICVT, AGGY, USHY, BND, GTO, JCPB, DGRW, , KO.
- Sold out of its positions in Activision Blizzard, AHCO, AAP, ANGO, APLE, Armour Residential Reit Inc Re, Avid Technology, AVA, BTE, BIO.
- Prestige Wealth Management Group was a net seller of stock by $-2.0M.
- Prestige Wealth Management Group has $441M in assets under management (AUM), dropping by 8.67%.
- Central Index Key (CIK): 0001772715
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Portfolio Holdings for Prestige Wealth Management Group
Prestige Wealth Management Group holds 1019 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Prestige Wealth Management Group has 1019 total positions. Only the first 250 positions are shown.
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- Download the Prestige Wealth Management Group December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 12.0 | $53M | 750k | 70.28 |
|
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| Ishares Tr Broad Usd High (USHY) | 5.4 | $24M | -4% | 655k | 36.35 |
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| Wisdomtree Tr Yield Enhancd Us (AGGY) | 5.4 | $24M | -5% | 538k | 44.02 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.3 | $23M | -4% | 316k | 73.55 |
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| Ishares Tr Conv Bd Etf (ICVT) | 5.2 | $23M | -7% | 292k | 78.59 |
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| Apple (AAPL) | 5.1 | $23M | 118k | 192.53 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.3 | $19M | +2% | 138k | 136.38 |
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| Wisdomtree Tr Us Quality Grow (QGRW) | 4.1 | $18M | 489k | 36.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.7 | $16M | 52k | 310.88 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 2.8 | $12M | NEW | 303k | 40.06 |
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| Colgate-Palmolive Company (CL) | 2.7 | $12M | 149k | 79.71 |
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| Microsoft Corporation (MSFT) | 2.6 | $11M | -2% | 30k | 376.05 |
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| Select Sector Spdr Tr Technology (XLK) | 2.0 | $8.8M | 46k | 192.48 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 1.6 | $7.0M | 92k | 75.67 |
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| Select Sector Spdr Tr Communication (XLC) | 1.4 | $6.0M | 83k | 72.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $5.7M | +2% | 41k | 139.69 |
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| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 1.2 | $5.4M | 74k | 73.38 |
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| Meta Platforms Cl A (META) | 1.1 | $4.9M | +3% | 14k | 353.96 |
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| Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 1.1 | $4.7M | +17% | 192k | 24.64 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.1 | $4.7M | +6% | 93k | 50.24 |
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| Johnson & Johnson (JNJ) | 1.0 | $4.4M | 28k | 156.74 |
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| Visa Com Cl A (V) | 0.9 | $4.0M | +6% | 16k | 260.35 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $4.0M | +7% | 24k | 170.10 |
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| Amazon (AMZN) | 0.8 | $3.7M | 24k | 151.94 |
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| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.8 | $3.6M | 43k | 83.63 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.8 | $3.5M | +5% | 69k | 51.66 |
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| Merck & Co (MRK) | 0.8 | $3.4M | -2% | 31k | 109.79 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $3.4M | +3% | 67k | 51.05 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.8 | $3.4M | 39k | 87.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $3.3M | +9% | 9.1k | 356.66 |
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| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.7 | $3.0M | 37k | 83.31 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $2.9M | -2% | 29k | 99.98 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.6 | $2.8M | 52k | 53.97 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.6 | $2.6M | 46k | 55.67 |
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| NVIDIA Corporation (NVDA) | 0.5 | $2.4M | 4.9k | 495.22 |
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| Home Depot (HD) | 0.5 | $2.4M | +2% | 6.8k | 346.55 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.5 | $2.3M | +16% | 43k | 52.95 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $2.1M | +10% | 5.0k | 426.51 |
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| UnitedHealth (UNH) | 0.5 | $2.0M | +5% | 3.8k | 526.47 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.9M | 2.8k | 675.09 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $1.8M | -2% | 22k | 82.99 |
|
| Tesla Motors (TSLA) | 0.4 | $1.8M | +12% | 7.2k | 248.48 |
|
| Bank of America Corporation (BAC) | 0.4 | $1.7M | +23% | 51k | 33.67 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.5M | +5% | 9.2k | 158.22 |
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| Oracle Corporation (ORCL) | 0.3 | $1.5M | 14k | 105.43 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $1.4M | +3% | 32k | 43.85 |
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| Procter & Gamble Company (PG) | 0.3 | $1.4M | -4% | 9.5k | 146.55 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.4M | +35% | 27k | 51.31 |
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| Automatic Data Processing (ADP) | 0.3 | $1.3M | -2% | 5.5k | 234.37 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.3 | $1.2M | -15% | 12k | 100.26 |
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| Goldman Sachs (GS) | 0.2 | $1.1M | +7% | 2.8k | 385.79 |
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| Broadcom (AVGO) | 0.2 | $1.1M | +3% | 966.00 | 1116.25 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.1M | +38% | 2.3k | 453.25 |
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| Netflix (NFLX) | 0.2 | $1.0M | +3% | 2.1k | 486.88 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $1.0M | +578% | 27k | 37.60 |
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| McDonald's Corporation (MCD) | 0.2 | $992k | +2% | 3.3k | 296.55 |
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| Public Service Enterprise (PEG) | 0.2 | $981k | 16k | 61.15 |
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| Linde SHS (LIN) | 0.2 | $921k | +5% | 2.2k | 410.71 |
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| S&p Global (SPGI) | 0.2 | $891k | +9% | 2.0k | 440.54 |
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| Walt Disney Company (DIS) | 0.2 | $869k | -22% | 9.6k | 90.59 |
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| At&t (T) | 0.2 | $857k | +15% | 51k | 16.78 |
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| Verizon Communications (VZ) | 0.2 | $856k | +11% | 23k | 37.70 |
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| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $839k | 16k | 51.83 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $802k | 3.1k | 259.51 |
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| Caterpillar (CAT) | 0.2 | $779k | +9% | 2.6k | 295.68 |
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| Union Pacific Corporation (UNP) | 0.2 | $730k | +11% | 3.0k | 245.62 |
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| BlackRock (BLK) | 0.2 | $722k | +7% | 889.00 | 811.86 |
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| Chubb (CB) | 0.2 | $685k | +12% | 3.0k | 226.82 |
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| Pepsi (PEP) | 0.2 | $668k | -7% | 3.9k | 171.11 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $662k | +10% | 1.9k | 350.91 |
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| Metropcs Communications (TMUS) | 0.1 | $648k | +10% | 4.0k | 160.33 |
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| Wells Fargo & Company (WFC) | 0.1 | $622k | +11% | 13k | 49.22 |
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| Coca-Cola Company (KO) | 0.1 | $616k | -47% | 10k | 58.93 |
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| Cisco Systems (CSCO) | 0.1 | $588k | -2% | 12k | 50.52 |
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| Medtronic SHS (MDT) | 0.1 | $582k | -8% | 7.0k | 83.07 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $578k | +13% | 3.1k | 189.49 |
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| Morgan Stanley Com New (MS) | 0.1 | $572k | +7% | 6.1k | 93.25 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $551k | 924.00 | 596.60 |
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| Honeywell International (HON) | 0.1 | $525k | -12% | 2.5k | 209.72 |
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| Charter Communications Inc N Cl A (CHTR) | 0.1 | $512k | +7% | 1.3k | 388.68 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $511k | 4.9k | 104.45 |
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| Applied Materials (AMAT) | 0.1 | $508k | 3.1k | 162.07 |
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| Qualcomm (QCOM) | 0.1 | $505k | +3% | 3.5k | 144.63 |
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| Rockwell Automation (ROK) | 0.1 | $501k | 1.6k | 310.50 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $481k | 2.8k | 170.42 |
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| Cme (CME) | 0.1 | $474k | +14% | 2.2k | 215.88 |
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| Electronic Arts (EA) | 0.1 | $470k | +8% | 3.4k | 136.81 |
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| American Express Company (AXP) | 0.1 | $462k | +8% | 2.5k | 187.34 |
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| McKesson Corporation (MCK) | 0.1 | $461k | +187% | 995.00 | 463.58 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $458k | 1.5k | 303.17 |
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| Lowe's Companies (LOW) | 0.1 | $457k | +9% | 2.1k | 222.59 |
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| Intuit (INTU) | 0.1 | $451k | +8% | 721.00 | 625.04 |
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| ConocoPhillips (COP) | 0.1 | $449k | 3.9k | 116.07 |
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| Abbott Laboratories (ABT) | 0.1 | $421k | -12% | 3.8k | 110.07 |
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| Kraft Heinz (KHC) | 0.1 | $408k | +179% | 11k | 36.98 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $403k | +96% | 8.7k | 46.62 |
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| Nextera Energy (NEE) | 0.1 | $399k | -25% | 6.6k | 60.74 |
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| Citigroup Com New (C) | 0.1 | $391k | +9% | 7.6k | 51.44 |
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| United Parcel Service CL B (UPS) | 0.1 | $388k | -14% | 2.5k | 157.50 |
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| Stryker Corporation (SYK) | 0.1 | $387k | +4% | 1.3k | 300.28 |
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| Constellation Brands Cl A (STZ) | 0.1 | $378k | 1.6k | 241.80 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $377k | -14% | 2.2k | 170.43 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $367k | +10% | 32k | 11.38 |
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| Progressive Corporation (PGR) | 0.1 | $363k | +10% | 2.3k | 159.28 |
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| Pfizer (PFE) | 0.1 | $348k | -2% | 12k | 28.79 |
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| Sherwin-Williams Company (SHW) | 0.1 | $342k | +3% | 1.1k | 311.94 |
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| Broadridge Financial Solutions (BR) | 0.1 | $335k | 1.6k | 206.56 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $329k | +10% | 2.0k | 160.95 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $328k | 4.4k | 75.32 |
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| CSX Corporation (CSX) | 0.1 | $326k | +7% | 9.4k | 34.67 |
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| Eli Lilly & Co. (LLY) | 0.1 | $323k | -9% | 554.00 | 582.92 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $320k | 4.6k | 70.11 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $320k | +13% | 4.7k | 68.80 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.1 | $309k | 2.8k | 109.37 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $304k | 401.00 | 756.94 |
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| Analog Devices (ADI) | 0.1 | $302k | 1.5k | 198.56 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $297k | +1964% | 2.3k | 130.92 |
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| Illinois Tool Works (ITW) | 0.1 | $297k | +12% | 1.1k | 263.42 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $296k | -2% | 2.8k | 104.50 |
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| Anthem (ELV) | 0.1 | $291k | +9% | 618.00 | 471.56 |
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| Truist Financial Corp equities (TFC) | 0.1 | $288k | +4467% | 7.8k | 36.92 |
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| Fiserv (FI) | 0.1 | $275k | +9% | 2.1k | 132.84 |
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| Nike CL B (NKE) | 0.1 | $269k | -18% | 2.5k | 109.04 |
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| Air Products & Chemicals (APD) | 0.1 | $266k | -16% | 965.00 | 275.55 |
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| M&T Bank Corporation (MTB) | 0.1 | $256k | +6567% | 1.9k | 137.11 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $253k | -2% | 966.00 | 262.26 |
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| FedEx Corporation (FDX) | 0.1 | $252k | +2% | 990.00 | 254.23 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.1 | $247k | 6.1k | 40.25 |
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| Vanguard World Fds Comm Srvc Etf (VOX) | 0.1 | $245k | 2.1k | 117.72 |
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| Paypal Holdings (PYPL) | 0.1 | $245k | -14% | 4.0k | 61.41 |
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| Kla Corp Com New (KLAC) | 0.1 | $235k | +7% | 404.00 | 581.33 |
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| Omni (OMC) | 0.1 | $230k | +8% | 2.6k | 87.21 |
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| Boeing Company (BA) | 0.1 | $230k | -2% | 883.00 | 260.66 |
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| Starbucks Corporation (SBUX) | 0.0 | $219k | -14% | 2.3k | 96.01 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $219k | 500.00 | 437.07 |
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| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.0 | $217k | 7.1k | 30.59 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $217k | -5% | 2.6k | 84.14 |
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| Roper Industries (ROP) | 0.0 | $208k | +7% | 382.00 | 545.18 |
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| PNC Financial Services (PNC) | 0.0 | $197k | -5% | 1.3k | 154.85 |
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| Sempra Energy (SRE) | 0.0 | $191k | +9% | 2.5k | 75.33 |
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| Cdw (CDW) | 0.0 | $184k | +6% | 811.00 | 227.34 |
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| Eaton Corp SHS (ETN) | 0.0 | $184k | 765.00 | 240.82 |
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| Chevron Corporation (CVX) | 0.0 | $184k | +31% | 1.2k | 149.16 |
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| Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) | 0.0 | $180k | 6.1k | 29.51 |
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| Live Nation Entertainment (LYV) | 0.0 | $173k | +9% | 1.8k | 93.67 |
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| Interpublic Group of Companies (IPG) | 0.0 | $170k | +9% | 5.2k | 32.64 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $170k | -6% | 2.9k | 58.45 |
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| Becton, Dickinson and (BDX) | 0.0 | $166k | -10% | 682.00 | 243.83 |
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| Ishares Tr Mbs Etf (MBB) | 0.0 | $165k | 1.8k | 94.08 |
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| Humana (HUM) | 0.0 | $164k | -5% | 358.00 | 458.71 |
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| First Tr Exchange Traded Us Eqty Oppt Etf (FPX) | 0.0 | $159k | 1.7k | 95.89 |
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| Aon Shs Cl A (AON) | 0.0 | $153k | -49% | 526.00 | 291.02 |
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| Cigna Corp (CI) | 0.0 | $147k | 492.00 | 299.50 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $147k | -2% | 167.00 | 878.30 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $145k | 1.9k | 78.03 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $145k | 309.00 | 468.15 |
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| Franklin Templeton Etf Tr Brandywineglobal (DVAL) | 0.0 | $143k | 12k | 12.30 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $143k | -82% | 3.0k | 47.27 |
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| Match Group (MTCH) | 0.0 | $142k | +6% | 3.9k | 36.50 |
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| Abbvie (ABBV) | 0.0 | $142k | -8% | 913.00 | 154.97 |
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| Target Corporation (TGT) | 0.0 | $138k | -15% | 967.00 | 142.43 |
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| United Rentals (URI) | 0.0 | $138k | 240.00 | 573.43 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $136k | 963.00 | 140.94 |
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| Hess (HES) | 0.0 | $134k | 929.00 | 144.16 |
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| CVS Caremark Corporation (CVS) | 0.0 | $134k | -5% | 1.7k | 78.96 |
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| Hca Holdings (HCA) | 0.0 | $129k | 478.00 | 270.69 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $128k | 1.1k | 116.34 |
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| Regions Financial Corporation (RF) | 0.0 | $124k | -6% | 6.3k | 19.62 |
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| Prudential Financial (PRU) | 0.0 | $123k | 1.2k | 103.73 |
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| Gilead Sciences (GILD) | 0.0 | $122k | -10% | 1.5k | 81.01 |
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| Discover Financial Services (DFS) | 0.0 | $120k | 1.1k | 112.41 |
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| News Corp Cl A (NWSA) | 0.0 | $118k | NEW | 4.8k | 24.58 |
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| Amgen (AMGN) | 0.0 | $118k | 408.00 | 288.02 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $117k | -14% | 794.00 | 147.24 |
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| International Business Machines (IBM) | 0.0 | $115k | -15% | 703.00 | 163.55 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $115k | 2.0k | 56.40 |
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| Intel Corporation (INTC) | 0.0 | $112k | -4% | 2.2k | 50.25 |
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| Fox Corp Cl A Com (FOXA) | 0.0 | $112k | +8% | 3.8k | 29.72 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $111k | 271.00 | 409.74 |
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| Global X Fds Cloud Computng (CLOU) | 0.0 | $108k | 4.8k | 22.66 |
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| Paramount Global Class B Com (PARA) | 0.0 | $108k | -12% | 7.3k | 14.86 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $107k | 1.1k | 100.51 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.0 | $107k | 735.00 | 145.01 |
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| Advanced Micro Devices (AMD) | 0.0 | $105k | 709.00 | 147.41 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $102k | 1.6k | 65.06 |
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| Textron (TXT) | 0.0 | $101k | 1.3k | 80.57 |
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| Altria (MO) | 0.0 | $99k | 2.4k | 41.32 |
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| Prologis (PLD) | 0.0 | $98k | 734.00 | 133.30 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $96k | 1.8k | 52.11 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $95k | 1.2k | 76.15 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $94k | +3% | 763.00 | 122.70 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $93k | 404.00 | 230.75 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.0 | $91k | 1.4k | 66.38 |
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| Marriott Intl Cl A (MAR) | 0.0 | $90k | 400.00 | 225.52 |
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| Spdr Ser Tr S&p Telecom (XTL) | 0.0 | $89k | 1.1k | 79.98 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $89k | 1.7k | 51.28 |
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| Motorola Solutions Com New (MSI) | 0.0 | $89k | 282.00 | 314.07 |
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| Emerson Electric (EMR) | 0.0 | $88k | -73% | 903.00 | 97.33 |
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| National Fuel Gas (NFG) | 0.0 | $86k | 1.7k | 50.67 |
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| Allstate Corporation (ALL) | 0.0 | $85k | 605.00 | 140.87 |
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| salesforce (CRM) | 0.0 | $83k | -24% | 316.00 | 263.15 |
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| Travelers Companies (TRV) | 0.0 | $83k | +25% | 435.00 | 190.49 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $83k | +36% | 1.1k | 76.38 |
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| Phillips 66 (PSX) | 0.0 | $82k | -4% | 614.00 | 133.14 |
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| Dollar General (DG) | 0.0 | $81k | -57% | 597.00 | 135.97 |
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| General Motors Company (GM) | 0.0 | $77k | 2.1k | 35.92 |
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| Invesco Actively Managed Etf Total Return (GTO) | 0.0 | $76k | -91% | 1.6k | 47.24 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $76k | -3% | 1.0k | 72.86 |
|
| American Intl Group Com New (AIG) | 0.0 | $75k | -26% | 1.1k | 67.75 |
|
| Valero Energy Corporation (VLO) | 0.0 | $74k | 572.00 | 130.00 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $73k | 150.00 | 484.00 |
|
|
| Markel Corporation (MKL) | 0.0 | $72k | +2% | 51.00 | 1419.90 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $71k | 396.00 | 178.81 |
|
|
| Xcel Energy (XEL) | 0.0 | $71k | -4% | 1.1k | 62.43 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $70k | -18% | 293.00 | 237.47 |
|
| Republic Services (RSG) | 0.0 | $69k | 416.00 | 165.45 |
|
|
| Xylem (XYL) | 0.0 | $69k | 600.00 | 114.36 |
|
|
| Waste Management (WM) | 0.0 | $68k | -4% | 382.00 | 179.10 |
|
| Consolidated Edison (ED) | 0.0 | $68k | +4% | 751.00 | 90.97 |
|
| Zoetis Cl A (ZTS) | 0.0 | $68k | 343.00 | 197.37 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $66k | 869.00 | 76.26 |
|
|
| Constellation Energy (CEG) | 0.0 | $65k | +2% | 553.00 | 116.90 |
|
| Wec Energy Group (WEC) | 0.0 | $65k | -45% | 767.00 | 84.17 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $64k | 664.00 | 97.04 |
|
|
| Valley National Ban (VLY) | 0.0 | $63k | 5.8k | 10.97 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $63k | 131.00 | 477.11 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $62k | 615.00 | 100.97 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $60k | 361.00 | 165.25 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $59k | 730.00 | 80.85 |
|
|
| Hp (HPQ) | 0.0 | $59k | -2% | 1.9k | 30.37 |
|
| Exelon Corporation (EXC) | 0.0 | $58k | 1.6k | 35.90 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $57k | -5% | 588.00 | 96.39 |
|
| Fidelity National Information Services (FIS) | 0.0 | $57k | 941.00 | 60.08 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $57k | +6% | 381.00 | 148.37 |
|
| Ford Motor Company (F) | 0.0 | $56k | -4% | 4.6k | 12.19 |
|
| 3M Company (MMM) | 0.0 | $56k | +5% | 511.00 | 109.32 |
|
| Texas Roadhouse (TXRH) | 0.0 | $55k | 447.00 | 122.23 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $53k | -11% | 278.00 | 191.46 |
|
| Norfolk Southern (NSC) | 0.0 | $53k | 223.00 | 236.38 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $51k | 750.00 | 68.19 |
|
|
| eBay (EBAY) | 0.0 | $50k | -17% | 1.1k | 43.62 |
|
| Phillips Edison & Co Common Stock (PECO) | 0.0 | $49k | 1.3k | 36.58 |
|
|
| L3harris Technologies (LHX) | 0.0 | $48k | -29% | 227.00 | 210.63 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $48k | 854.00 | 55.90 |
|
|
| Spirit Rlty Cap Com New | 0.0 | $48k | 1.1k | 44.36 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $46k | 950.00 | 48.48 |
|
|
| International Paper Company (IP) | 0.0 | $46k | +9% | 1.3k | 36.16 |
|
| Dell Technologies CL C (DELL) | 0.0 | $45k | +17% | 586.00 | 76.51 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $44k | 389.00 | 113.99 |
|
|
| Danaher Corporation (DHR) | 0.0 | $44k | 191.00 | 231.58 |
|
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 Q4 filed Feb. 8, 2024
- Prestige Wealth Management Group 2023 Q3 filed Nov. 14, 2023
- Prestige Wealth Management Group 2023 Q2 filed Aug. 11, 2023
- 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