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)

StockValue
AXPAMERICAN EXPRESS CO
$554K
DWDMORGAN STANLEY
$549K
UBERUBER TECHNOLOGIES INC
$511K
CSGPCOSTAR GROUP INC
$508K
BLKBLACKROCK INC
$504K
LYVLIVE NATION ENTERTAINMENT IN
$502K
VOOVANGUARD INDEX FDS
$496K
INTUINTUIT
$495K
VICIVICI PPTYS INC
$484K
VENVENTAS INC
$469K
MDTMEDTRONIC PLC
$450K
SPGIS&P GLOBAL INC
$448K
ULSTSSGA ACTIVE ETF TR
$442K
IRMIRON MTN INC DEL
$442K
EXREXTRA SPACE STORAGE INC
$441K
LOWLOWES COS INC
$440K
PSNPARSONS CORP DEL
$426K
STLDSTEEL DYNAMICS INC
$422K
CHTRCHARTER COMMUNICATIONS INC N
$420K
ACNACCENTURE PLC IRELAND
$417K
WMWASTE MGMT INC DEL
$415K
KLACKLA CORP
$413K
AVBAVALONBAY CMNTYS INC
$411K
AMGNAMGEN INC
$411K
FOXAFOX CORP
$409K
APHAMPHENOL CORP NEW
$403K
BRBROADRIDGE FINL SOLUTIONS IN
$403K
MGVVANGUARD WORLD FD
$391K
IWFISHARES TR
$387K
VTIVANGUARD INDEX FDS
$372K
THCTENET HEALTHCARE CORP
$367K
CBCHUBB LIMITED
$351K
SCHMSCHWAB STRATEGIC TR
$348K
VOXVANGUARD WORLD FD
$347K
ADIANALOG DEVICES INC
$344K
SCHVSCHWAB STRATEGIC TR
$334K
SBACSBA COMMUNICATIONS CORP NEW
$332K
TXNTEXAS INSTRS INC
$327K
SHWSHERWIN WILLIAMS CO
$326K
SYKSTRYKER CORPORATION
$326K
OMCOMNICOM GROUP INC
$322K
RTXRTX CORPORATION
$321K
EQREQUITY RESIDENTIAL
$317K
GOOGALPHABET INC
$309K
DASHDOORDASH INC
$309K
MRSHMARSH & MCLENNAN COS INC
$303K
SBUXSTARBUCKS CORP
$299K
CMECME GROUP INC
$298K
MOALTRIA GROUP INC
$296K
BIVVANGUARD BD INDEX FDS
$294K
WYWEYERHAEUSER CO MTN BE
$279K
TKOTKO GROUP HOLDINGS INC
$276K
APDAIR PRODS & CHEMS INC
$276K
DHRDANAHER CORPORATION
$273K
ICEINTERCONTINENTAL EXCHANGE IN
$272K
ALSALLSTATE CORP
$270K
ABNBAIRBNB INC
$267K
ACMAECOM
$251K
CVXCHEVRON CORP NEW
$245K
PSKYPARAMOUNT SKYDANCE CORP
$230K
URIUNITED RENTALS INC
$229K
INVHINVITATION HOMES INC
$229K
IWBISHARES TR
$228K
MDLZMONDELEZ INTL INC
$228K
NWSANEWS CORP NEW
$227K
ETRENTERGY CORP NEW
$227K
SPBOSPDR SERIES TRUST
$217K
TEMTEMPUS AI INC
$210K
SPYSPDR S&P 500 ETF TR
$206K
BABOEING CO
$204K
SPTMSPDR SERIES TRUST
$202K
ELVELEVANCE HEALTH INC FORMERLY
$200K
BKBANK NEW YORK MELLON CORP
$200K
IPGINTERPUBLIC GROUP COS INC
$200K
PFEPFIZER INC
$199K
XLRESELECT SECTOR SPDR TR
$190K
TRVCCITIGROUP INC
$184K
NOCNORTHROP GRUMMAN CORP
$177K
SCHZSCHWAB STRATEGIC TR
$172K
MTCHMATCH GROUP INC NEW
$170K
HCAHCA HEALTHCARE INC
$170K
RFREGIONS FINANCIAL CORP NEW
$168K
MBBISHARES TR
$167K
XTLSPDR SERIES TRUST
$160K
MUJBLACKROCK MUNIHLDGS NJ QLTY
$159K
NFGNATIONAL FUEL GAS CO
$158K
TRVTRAVELERS COMPANIES INC
$155K
IWVISHARES TR
$153K
MINTPIMCO ETF TR
$153K
IWSISHARES TR
$153K
USINWISDOMTREE TR
$152K
TOTLSSGA ACTIVE ETF TR
$152K
MARMARRIOTT INTL INC NEW
$143K
CITHE CIGNA GROUP
$139K
AHRAMERICAN HEALTHCARE REIT INC
$138K
IBMINTERNATIONAL BUSINESS MACHS
$137K
NDQINVESCO QQQ TR
$135K
WFCWELLS FARGO CO NEW
$134K
SPYGSPDR SERIES TRUST
$133K
GILDGILEAD SCIENCES INC
$127K
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