Prestige Wealth Management Group LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$467.9B
Holdings
1,009
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,009 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DGRWWISDOMTREE TR | 631,445 | $50.4B | 10.78% | |
| 2 | BNDVANGUARD BD INDEX FDS | 389,300 | $28.6B | 6.11% | |
| 3 | AGGYWISDOMTREE TR | 653,516 | $28.4B | 6.07% | |
| 4 | USHYISHARES TR | 757,203 | $27.9B | 5.96% | |
| 5 | ICVTISHARES TR | 318,815 | $26.7B | 5.70% | |
| 6 | AAPLAPPLE INC | 108,119 | $24.0B | 5.13% | |
| 7 | XLVSELECT SECTOR SPDR TR | 147,880 | $21.6B | 4.62% | |
| 8 | QGRWWISDOMTREE TR | 383,025 | $16.8B | 3.59% | |
| 9 | CLCOLGATE PALMOLIVE CO | 147,639 | $13.8B | 2.96% | |
| 10 | XLFISELECT SECTOR SPDR TR | 163,175 | $13.3B | 2.85% | |
| 11 | MSFTMICROSOFT CORP | 24,825 | $9.3B | 1.99% | |
| 12 | VTVVANGUARD INDEX FDS | 50,606 | $8.7B | 1.87% | |
| 13 | MDYVSPDR SER TR | 97,057 | $7.5B | 1.60% | |
| 14 | VUGVANGUARD INDEX FDS | 18,252 | $6.8B | 1.45% | |
| 15 | MMITNEW YORK LIFE INVTS ACTIVE E | 275,461 | $6.6B | 1.41% | |
| 16 | XLCSELECT SECTOR SPDR TR | 67,300 | $6.5B | 1.39% | |
| 17 | NVDANVIDIA CORPORATION | 53,973 | $5.9B | 1.25% | |
| 18 | GOOGLALPHABET INC | 36,783 | $5.7B | 1.22% | |
| 19 | MDYGSPDR SER TR | 70,904 | $5.6B | 1.20% | |
| 20 | XLKSELECT SECTOR SPDR TR | 27,071 | $5.6B | 1.19% | |
| 21 | FMBFIRST TR EXCH TRADED FD III | 98,387 | $5.0B | 1.06% | |
| 22 | JNJJOHNSON & JOHNSON | 28,793 | $4.8B | 1.02% | |
| 23 | METAMETA PLATFORMS INC | 7,578 | $4.4B | 0.93% | |
| 24 | AMZNAMAZON COM INC | 21,383 | $4.1B | 0.87% | |
| 25 | JPMJPMORGAN CHASE & CO. | 14,716 | $3.6B | 0.77% | |
| 26 | VVISA INC | 10,234 | $3.6B | 0.77% | |
| 27 | IHIISHARES TR | 59,107 | $3.6B | 0.76% | |
| 28 | MRKMERCK & CO INC | 31,838 | $2.9B | 0.62% | |
| 29 | SLYGSPDR SER TR | 34,365 | $2.9B | 0.61% | |
| 30 | XOMEXXON MOBIL CORP | 23,792 | $2.8B | 0.60% | |
| 31 | SLYVSPDR SER TR | 35,813 | $2.8B | 0.60% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 2,683 | $2.5B | 0.54% | |
| 33 | WMTWALMART INC | 28,106 | $2.5B | 0.53% | |
| 34 | SCHBSCHWAB STRATEGIC TR | 105,318 | $2.3B | 0.48% | |
| 35 | SKYYFIRST TR EXCHANGE TRADED FD | 21,882 | $2.2B | 0.48% | |
| 36 | NFLXNETFLIX INC | 2,393 | $2.2B | 0.48% | |
| 37 | HDHOME DEPOT INC | 6,020 | $2.2B | 0.47% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,089 | $2.2B | 0.47% | |
| 39 | AVGOBROADCOM INC | 12,714 | $2.1B | 0.45% | |
| 40 | BACBANK AMERICA CORP | 47,251 | $2.0B | 0.42% | |
| 41 | UNHUNITEDHEALTH GROUP INC | 3,664 | $1.9B | 0.41% | |
| 42 | ADPAUTOMATIC DATA PROCESSING IN | 5,627 | $1.7B | 0.37% | |
| 43 | BMYBRISTOL-MYERS SQUIBB CO | 28,285 | $1.7B | 0.37% | |
| 44 | SCHGSCHWAB STRATEGIC TR | 66,272 | $1.7B | 0.35% | |
| 45 | ORCLORACLE CORP | 11,324 | $1.6B | 0.34% | |
| 46 | PGPROCTER AND GAMBLE CO | 9,178 | $1.6B | 0.33% | |
| 47 | PLDPROLOGIS INC. | 13,568 | $1.5B | 0.32% | |
| 48 | MAMASTERCARD INCORPORATED | 2,635 | $1.4B | 0.31% | |
| 49 | AMTAMERICAN TOWER CORP NEW | 6,593 | $1.4B | 0.31% | |
| 50 | PEGPUBLIC SVC ENTERPRISE GRP IN | 16,849 | $1.4B | 0.30% | |
| 51 | TSLATESLA INC | 4,931 | $1.3B | 0.27% | |
| 52 | WELLWELLTOWER INC | 8,296 | $1.3B | 0.27% | |
| 53 | MUNIPIMCO ETF TR | 23,771 | $1.2B | 0.26% | |
| 54 | VTEBVANGUARD MUN BD FDS | 24,172 | $1.2B | 0.26% | |
| 55 | TAT&T INC | 40,727 | $1.2B | 0.25% | |
| 56 | EQIXEQUINIX INC | 1,411 | $1.2B | 0.25% | |
| 57 | XLFSELECT SECTOR SPDR TR | 22,250 | $1.1B | 0.24% | |
| 58 | CMCSACOMCAST CORP NEW | 29,042 | $1.1B | 0.23% | |
| 59 | BACVERIZON COMMUNICATIONS INC | 22,609 | $1.0B | 0.22% | |
| 60 | LINLINDE PLC | 2,182 | $1.0B | 0.22% | |
| 61 | DFUSDIMENSIONAL ETF TRUST | 15,581 | $942.3M | 0.20% | |
| 62 | ABBVABBVIE INC | 4,467 | $936.0M | 0.20% | |
| 63 | GSGOLDMAN SACHS GROUP INC | 1,657 | $905.3M | 0.19% | |
| 64 | MCDMCDONALDS CORP | 2,887 | $901.7M | 0.19% | |
| 65 | KOCOCA COLA CO | 11,713 | $844.8M | 0.18% | |
| 66 | CATCATERPILLAR INC | 2,522 | $831.8M | 0.18% | |
| 67 | MGKVANGUARD WORLD FD | 2,562 | $791.4M | 0.17% | |
| 68 | TMUST-MOBILE US INC | 2,962 | $790.0M | 0.17% | |
| 69 | OREALTY INCOME CORP | 13,007 | $754.5M | 0.16% | |
| 70 | HONHONEYWELL INTL INC | 3,519 | $745.1M | 0.16% | |
| 71 | LMTLOCKHEED MARTIN CORP | 1,666 | $744.4M | 0.16% | |
| 72 | UNPUNION PAC CORP | 3,070 | $725.2M | 0.16% | |
| 73 | DISDISNEY WALT CO | 7,281 | $718.6M | 0.15% | |
| 74 | SPGSIMON PPTY GROUP INC NEW | 4,314 | $716.5M | 0.15% | |
| 75 | PSAPUBLIC STORAGE OPER CO | 2,320 | $694.4M | 0.15% | |
| 76 | CSCOCISCO SYS INC | 11,170 | $689.3M | 0.15% | |
| 77 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 3,246 | $672.7M | 0.14% | |
| 78 | USFRWISDOMTREE TR | 13,138 | $661.2M | 0.14% | |
| 79 | 8CWCROWN CASTLE INC | 6,336 | $660.4M | 0.14% | |
| 80 | PEPPEPSICO INC | 4,353 | $652.7M | 0.14% | |
| 81 | FQIDIGITAL RLTY TR INC | 4,496 | $644.2M | 0.14% | |
| 82 | CHTRCHARTER COMMUNICATIONS INC N | 1,695 | $624.7M | 0.13% | |
| 83 | MCKMCKESSON CORP | 883 | $594.9M | 0.13% | |
| 84 | ABTABBOTT LABS | 4,477 | $593.9M | 0.13% | |
| 85 | QCOMQUALCOMM INC | 3,675 | $564.5M | 0.12% | |
| 86 | NEENEXTERA ENERGY INC | 7,844 | $556.1M | 0.12% | |
| 87 | CBRECBRE GROUP INC | 4,240 | $554.5M | 0.12% | |
| 88 | EAELECTRONIC ARTS INC | 3,790 | $547.7M | 0.12% | |
| 89 | WBDWARNER BROS DISCOVERY INC | 50,664 | $543.6M | 0.12% | |
| 90 | VRTVERTIV HOLDINGS CO | 7,485 | $540.4M | 0.12% | |
| 91 | ETNEATON CORP PLC | 1,962 | $533.3M | 0.11% | |
| 92 | APDAIR PRODS & CHEMS INC | 1,806 | $532.7M | 0.11% | |
| 93 | ACNACCENTURE PLC IRELAND | 1,684 | $525.5M | 0.11% | |
| 94 | VIGVANGUARD SPECIALIZED FUNDS | 2,684 | $520.7M | 0.11% | |
| 95 | SPBOSPDR SER TR | 17,208 | $499.5M | 0.11% | |
| 96 | SPGIS&P GLOBAL INC | 980 | $498.0M | 0.11% | |
| 97 | IWPISHARES TR | 4,167 | $489.5M | 0.10% | |
| 98 | VICIVICI PPTYS INC | 14,562 | $475.0M | 0.10% | |
| 99 | LLYELI LILLY & CO | 561 | $463.3M | 0.10% | |
| 100 | EXREXTRA SPACE STORAGE INC | 3,109 | $461.7M | 0.10% |
Page 1 of 11Next