Prestige Wealth Management Group LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$518.2M
Holdings
996
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (996 positions)
| Stock | Value |
|---|---|
DGRWWISDOMTREE TR | $55.6M |
ICVTISHARES TR | $32.0M |
BNDVANGUARD BD INDEX FDS | $28.3M |
USHYISHARES TR | $28.1M |
AGGYWISDOMTREE TR | $28.1M |
AAPLAPPLE INC | $26.6M |
QGRWWISDOMTREE TR | $22.0M |
MSFTMICROSOFT CORP | $13.0M |
XLBSELECT SECTOR SPDR TR | $13.0M |
XLFISELECT SECTOR SPDR TR | $12.7M |
CLCOLGATE PALMOLIVE CO | $11.8M |
VTVVANGUARD INDEX FDS | $9.7M |
GOOGLALPHABET INC | $9.4M |
VUGVANGUARD INDEX FDS | $8.7M |
XLVSELECT SECTOR SPDR TR | $8.3M |
MDYVSPDR SERIES TRUST | $8.1M |
XLCSELECT SECTOR SPDR TR | $7.9M |
XLKSELECT SECTOR SPDR TR | $7.5M |
NVDANVIDIA CORPORATION | $6.8M |
MDYGSPDR SERIES TRUST | $6.4M |
MMITNEW YORK LIFE INVTS ACTIVE E | $6.0M |
JNJJOHNSON & JOHNSON | $5.1M |
METAMETA PLATFORMS INC | $5.0M |
JPMJPMORGAN CHASE & CO. | $4.6M |
AMZNAMAZON COM INC | $4.5M |
FMBFIRST TR EXCH TRADED FD III | $4.4M |
AVGOBROADCOM INC | $4.2M |
VVISA INC | $3.6M |
IHIISHARES TR | $3.6M |
ORCLORACLE CORP | $3.2M |
SLYGSPDR SERIES TRUST | $3.2M |
SLYVSPDR SERIES TRUST | $3.2M |
SKYYFIRST TR EXCHANGE TRADED FD | $3.1M |
XOMEXXON MOBIL CORP | $2.9M |
ABBVABBVIE INC | $2.8M |
WMTWALMART INC | $2.8M |
NFLXNETFLIX INC | $2.8M |
COSTCOSTCO WHSL CORP NEW | $2.6M |
MRKMERCK & CO INC | $2.5M |
HDHOME DEPOT INC | $2.5M |
SCHBSCHWAB STRATEGIC TR | $2.5M |
BACBANK AMERICA CORP | $2.4M |
TSLATESLA INC | $2.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.1M |
SCHGSCHWAB STRATEGIC TR | $1.9M |
ADPAUTOMATIC DATA PROCESSING IN | $1.7M |
LLYELI LILLY & CO | $1.6M |
PLDPROLOGIS INC. | $1.6M |
WELLWELLTOWER INC | $1.6M |
MAMASTERCARD INCORPORATED | $1.5M |
VTEBVANGUARD MUN BD FDS | $1.4M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $1.4M |
PGPROCTER AND GAMBLE CO | $1.4M |
GSGOLDMAN SACHS GROUP INC | $1.3M |
AMTAMERICAN TOWER CORP NEW | $1.3M |
CATCATERPILLAR INC | $1.2M |
MUNIPIMCO ETF TR | $1.2M |
VRTVERTIV HOLDINGS CO | $1.2M |
EQIXEQUINIX INC | $1.1M |
MGKVANGUARD WORLD FD | $1.0M |
DFUSDIMENSIONAL ETF TRUST | $1.0M |
TAT&T INC | $1.0M |
BACVERIZON COMMUNICATIONS INC | $934K |
UNHUNITEDHEALTH GROUP INC | $918K |
ETNEATON CORP PLC | $901K |
MCDMCDONALDS CORP | $893K |
WBDWARNER BROS DISCOVERY INC | $887K |
LINLINDE PLC | $854K |
LMTLOCKHEED MARTIN CORP | $836K |
SPGSIMON PPTY GROUP INC NEW | $821K |
OREALTY INCOME CORP | $817K |
EAELECTRONIC ARTS INC | $810K |
BMYBRISTOL-MYERS SQUIBB CO | $800K |
FQIDIGITAL RLTY TR INC | $799K |
OKLOOKLO INC | $789K |
CSCOCISCO SYS INC | $783K |
HONHONEYWELL INTL INC | $772K |
DISDISNEY WALT CO | $770K |
NEENEXTERA ENERGY INC | $758K |
UNPUNION PAC CORP | $753K |
KOCOCA COLA CO | $738K |
CMCSACOMCAST CORP NEW | $733K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $724K |
TMUST-MOBILE US INC | $694K |
PSAPUBLIC STORAGE OPER CO | $677K |
CBRECBRE GROUP INC | $663K |
MCKMCKESSON CORP | $662K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $658K |
8CWCROWN CASTLE INC | $623K |
QCOMQUALCOMM INC | $617K |
CEGCONSTELLATION ENERGY CORP | $610K |
AMATAPPLIED MATLS INC | $603K |
PEPPEPSICO INC | $598K |
USFRWISDOMTREE TR | $592K |
VIGVANGUARD SPECIALIZED FUNDS | $580K |
IWPISHARES TR | $579K |
ABTABBOTT LABS | $578K |
NOWSERVICENOW INC | $560K |
XLFSELECT SECTOR SPDR TR | $559K |
GEGE AEROSPACE | $559K |
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