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CIK: 0001772715
Total reported value
$550.8M
$550.8M
988 檔
27.9%
In Q2 2024, Prestige Wealth Management Group LLC's U.S. equity holdings reached a combined market value of $550.8M, distributed across 988 disclosed stock positions.
In Q2 2024, Prestige Wealth Management Group LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 988 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 11.32% | +0.11% | -3.63% | |
| 2 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 5.51% | -5.94% | -3.04% | |
| 3 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 5.50% | +5.41% | -2.96% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 5.46% | -0.48% | -2.67% | |
| 5 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 5.40% | -0.52% | -2.92% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.05% | +0.42% | -3.07% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 4.25% | +0.01% | +169.78% | |
| 8 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.25% | +0.55% | -3.89% | |
| 9 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 3.11% | -0.03% | -0.04% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.73% | +1.34% | +0.69% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.03% | -1.34% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.86% | +0.12% | -4.63% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.70% | +0.40% | -3.52% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +0.23% | -2.86% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.50% | +0.11% | -3.54% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.43% | +0.07% | -0.50% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.39% | -2.56% | -3.46% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.36% | +0.08% | +1104.95% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | +0.05% | -1.97% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.27% | +0.06% | -3.24% | |
| 21 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.23% | -0.05% | -1.25% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.15% | +43.22% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.01% | -6.95% | |
| 24 | FMB | First Trust Managed Municipa | ETF-Other | 0.88% | -0.06% | +0.37% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.08% | -6.04% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.03% | +1.50% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | +0.07% | +33.69% | |
| 28 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.78% | +0.10% | -2.92% | |
| 29 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.76% | +0.03% | +0.40% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.06% | +105.77% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.73% | +0.06% | -3.44% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.73% | -0.09% | -1.28% | |
| 33 | SKYY | First Trust Cloud Computing | ETF-Other | 0.64% | +0.07% | -3.77% | |
| 34 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.63% | -0.10% | -0.28% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.14% | -12.99% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.62% | +0.03% | — | |
| 37 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.61% | -0.01% | -3.49% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | +0.11% | +83.48% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | +0.09% | -5.78% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | +0.02% | -5.27% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.09% | -3.98% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | +0.07% | +77.61% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.41% | +0.01% | -1.51% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.39% | +0.02% | -0.48% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | -0.01% | -5.30% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.32% | +0.12% | -2.20% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | +0.06% | -2.57% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.29% | -0.06% | +1.16% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.26% | -0.01% | +0.29% | |
| 50 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.26% | -0.02% | — |
According to official SEC Form 13F filings, Prestige Wealth Management Group LLC reported a total U.S. public equity portfolio value of $550.8M across 988 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRW, ICVT, USHY) accounted for 27.9% of total reported equity market value during Q2 2024.
Top New Position Initiated
DGRW
市值: $52.4M
During Q2 2024, Prestige Wealth Management Group LLC's top holdings by market value included DGRW (11.3%)、ICVT (5.5%)、USHY (5.5%). The largest single position, DGRW, represented 11.3% of total portfolio value.
In Q2 2024, Prestige Wealth Management Group LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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