Prestige Wealth Management Group LLC Q4 2019 Filing
Filed January 28, 2020
Portfolio Value
$182.7M
Holdings
644
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (644 positions)
| Stock | Value |
|---|---|
WQTMWISDOMTREE TR | $36.0M |
USMVISHARES TR | $13.5M |
CLCOLGATE PALMOLIVE CO | $10.4M |
SHMSPDR SERIES TRUST | $7.2M |
AAPLAPPLE INC | $7.0M |
SCHXSCHWAB STRATEGIC TR | $4.5M |
SCHBSCHWAB STRATEGIC TR | $4.1M |
JNJJOHNSON & JOHNSON | $3.5M |
MSFTMICROSOFT CORP | $3.5M |
MRKMERCK & CO INC | $3.4M |
XOMEXXON MOBIL CORP | $3.1M |
TFLOISHARES TR | $2.8M |
LGLVSPDR SERIES TRUST | $2.7M |
SPYMSPDR SERIES TRUST | $2.6M |
SCHGSCHWAB STRATEGIC TR | $2.5M |
QUALISHARES TR | $2.4M |
SCHVSCHWAB STRATEGIC TR | $2.0M |
INTFISHARES TR | $1.8M |
AMZNAMAZON COM INC | $1.7M |
CWISPDR INDEX SHS FDS | $1.7M |
BACBANK AMER CORP | $1.4M |
SPTMSPDR SERIES TRUST | $1.4M |
SCHMSCHWAB STRATEGIC TR | $1.3M |
SCHFSCHWAB STRATEGIC TR | $1.3M |
SCHESCHWAB STRATEGIC TR | $1.3M |
IEFISHARES TR | $1.2M |
EMGFISHARES INC | $1.2M |
JPMJPMORGAN CHASE & CO | $1.2M |
BMYBRISTOL MYERS SQUIBB CO | $1.1M |
IWFISHARES TR | $1.1M |
WMTWALMART INC | $1.0M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $1.0M |
ADBEADOBE INC | $962K |
IWPISHARES TR | $957K |
ADPAUTOMATIC DATA PROCESSING IN | $933K |
HDHOME DEPOT INC | $881K |
MAMASTERCARD INC | $878K |
DISDISNEY WALT CO | $843K |
VVISA INC | $838K |
MDYVSPDR SERIES TRUST | $744K |
TRVCCITIGROUP INC | $741K |
SPDWSPDR INDEX SHS FDS | $734K |
TAT&T INC | $724K |
FNDFSCHWAB STRATEGIC TR | $723K |
BSVVANGUARD BD INDEX FD INC | $716K |
SMLFISHARES TR | $708K |
IWBISHARES TR | $697K |
PFEPFIZER INC | $672K |
MDYGSPDR SERIES TRUST | $639K |
LMTLOCKHEED MARTIN CORP | $636K |
GOOGLALPHABET INC | $628K |
VEUVANGUARD INTL EQUITY INDEX F | $621K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $606K |
UNHUNITEDHEALTH GROUP INC | $575K |
FTNTFORTINET INC | $558K |
MGKVANGUARD WORLD FD | $552K |
METAFACEBOOK INC | $535K |
PKWINVESCO EXCHANGE TRADED FD T | $534K |
BACVERIZON COMMUNICATIONS INC | $527K |
SUXSYNNEX CORP | $513K |
ODPEUROFFICE DEPOT INC | $513K |
IWSISHARES TR | $497K |
SLYVSPDR SERIES TRUST | $473K |
SCHASCHWAB STRATEGIC TR | $470K |
PGPROCTER & GAMBLE CO | $458K |
COSTCOSTCO WHSL CORP NEW | $440K |
SPEMSPDR INDEX SHS FDS | $437K |
IWDISHARES TR | $434K |
NAVINAVIENT CORPORATION | $433K |
CRMSALESFORCE COM INC | $423K |
MTUMISHARES TR | $394K |
MCDMCDONALDS CORP | $393K |
SPYVSPDR SERIES TRUST | $392K |
SPYGSPDR SERIES TRUST | $392K |
BIIBBIOGEN INC | $390K |
SPMDSPDR SERIES TRUST | $387K |
CMCSACOMCAST CORP NEW | $377K |
MBBISHARES TR | $368K |
NVDANVIDIA CORP | $367K |
EWXSPDR INDEX SHS FDS | $365K |
IEIINSIGHT ENTERPRISES INC | $365K |
ACWIISHARES TR | $352K |
—STAMPS COM INC | $351K |
BKBANK NEW YORK MELLON CORP | $347K |
FPXFIRST TR EXCHANGE TRADED FD | $342K |
SCHCSCHWAB STRATEGIC TR | $342K |
7HPHP INC | $341K |
AWMSKYWORKS SOLUTIONS INC | $338K |
ORCLORACLE CORP | $332K |
MGVVANGUARD WORLD FD | $316K |
TFCTRUIST FINL CORP | $314K |
FNDESCHWAB STRATEGIC TR | $306K |
SLYGSPDR SERIES TRUST | $291K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $290K |
AELUSDAMERICAN EQTY INVT LIFE HLD | $289K |
CSDINVESCO EXCHANGE TRADED FD T | $288K |
SLMSLM CORP | $278K |
NOWSERVICENOW INC | $260K |
MDTMEDTRONIC PLC | $257K |
PNFPPINNACLE FINL PARTNERS INC | $257K |
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