Prestige Wealth Management Group LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$467.9M
Holdings
1,009
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,009 positions)
| Stock | Value |
|---|---|
DGRWWISDOMTREE TR | $50.4M |
BNDVANGUARD BD INDEX FDS | $28.6M |
AGGYWISDOMTREE TR | $28.4M |
USHYISHARES TR | $27.9M |
ICVTISHARES TR | $26.7M |
AAPLAPPLE INC | $24.0M |
XLVSELECT SECTOR SPDR TR | $21.6M |
QGRWWISDOMTREE TR | $16.8M |
CLCOLGATE PALMOLIVE CO | $13.8M |
XLFISELECT SECTOR SPDR TR | $13.3M |
MSFTMICROSOFT CORP | $9.3M |
VTVVANGUARD INDEX FDS | $8.7M |
MDYVSPDR SER TR | $7.5M |
VUGVANGUARD INDEX FDS | $6.8M |
MMITNEW YORK LIFE INVTS ACTIVE E | $6.6M |
XLCSELECT SECTOR SPDR TR | $6.5M |
NVDANVIDIA CORPORATION | $5.9M |
GOOGLALPHABET INC | $5.7M |
MDYGSPDR SER TR | $5.6M |
XLKSELECT SECTOR SPDR TR | $5.6M |
FMBFIRST TR EXCH TRADED FD III | $5.0M |
JNJJOHNSON & JOHNSON | $4.8M |
METAMETA PLATFORMS INC | $4.4M |
AMZNAMAZON COM INC | $4.1M |
JPMJPMORGAN CHASE & CO. | $3.6M |
VVISA INC | $3.6M |
IHIISHARES TR | $3.6M |
MRKMERCK & CO INC | $2.9M |
SLYGSPDR SER TR | $2.9M |
XOMEXXON MOBIL CORP | $2.8M |
SLYVSPDR SER TR | $2.8M |
COSTCOSTCO WHSL CORP NEW | $2.5M |
WMTWALMART INC | $2.5M |
SCHBSCHWAB STRATEGIC TR | $2.3M |
SKYYFIRST TR EXCHANGE TRADED FD | $2.2M |
NFLXNETFLIX INC | $2.2M |
HDHOME DEPOT INC | $2.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.2M |
AVGOBROADCOM INC | $2.1M |
BACBANK AMERICA CORP | $2.0M |
UNHUNITEDHEALTH GROUP INC | $1.9M |
ADPAUTOMATIC DATA PROCESSING IN | $1.7M |
BMYBRISTOL-MYERS SQUIBB CO | $1.7M |
SCHGSCHWAB STRATEGIC TR | $1.7M |
ORCLORACLE CORP | $1.6M |
PGPROCTER AND GAMBLE CO | $1.6M |
PLDPROLOGIS INC. | $1.5M |
MAMASTERCARD INCORPORATED | $1.4M |
AMTAMERICAN TOWER CORP NEW | $1.4M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $1.4M |
TSLATESLA INC | $1.3M |
WELLWELLTOWER INC | $1.3M |
MUNIPIMCO ETF TR | $1.2M |
VTEBVANGUARD MUN BD FDS | $1.2M |
TAT&T INC | $1.2M |
EQIXEQUINIX INC | $1.2M |
XLFSELECT SECTOR SPDR TR | $1.1M |
CMCSACOMCAST CORP NEW | $1.1M |
BACVERIZON COMMUNICATIONS INC | $1.0M |
LINLINDE PLC | $1.0M |
DFUSDIMENSIONAL ETF TRUST | $942K |
ABBVABBVIE INC | $936K |
GSGOLDMAN SACHS GROUP INC | $905K |
MCDMCDONALDS CORP | $902K |
KOCOCA COLA CO | $845K |
CATCATERPILLAR INC | $832K |
MGKVANGUARD WORLD FD | $791K |
TMUST-MOBILE US INC | $790K |
OREALTY INCOME CORP | $755K |
HONHONEYWELL INTL INC | $745K |
LMTLOCKHEED MARTIN CORP | $744K |
UNPUNION PAC CORP | $725K |
DISDISNEY WALT CO | $719K |
SPGSIMON PPTY GROUP INC NEW | $716K |
PSAPUBLIC STORAGE OPER CO | $694K |
CSCOCISCO SYS INC | $689K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $673K |
USFRWISDOMTREE TR | $661K |
8CWCROWN CASTLE INC | $660K |
PEPPEPSICO INC | $653K |
FQIDIGITAL RLTY TR INC | $644K |
CHTRCHARTER COMMUNICATIONS INC N | $625K |
MCKMCKESSON CORP | $595K |
ABTABBOTT LABS | $594K |
QCOMQUALCOMM INC | $564K |
NEENEXTERA ENERGY INC | $556K |
CBRECBRE GROUP INC | $555K |
EAELECTRONIC ARTS INC | $548K |
WBDWARNER BROS DISCOVERY INC | $544K |
VRTVERTIV HOLDINGS CO | $540K |
ETNEATON CORP PLC | $533K |
APDAIR PRODS & CHEMS INC | $533K |
ACNACCENTURE PLC IRELAND | $525K |
VIGVANGUARD SPECIALIZED FUNDS | $521K |
SPBOSPDR SER TR | $500K |
SPGIS&P GLOBAL INC | $498K |
IWPISHARES TR | $490K |
VICIVICI PPTYS INC | $475K |
LLYELI LILLY & CO | $463K |
EXREXTRA SPACE STORAGE INC | $462K |
Page 1 of 11Next