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CIK: 0001772715
Total reported value
$550.8M
$550.8M
1031 檔
28.9%
According to the latest 13F quarterly dataset, Prestige Wealth Management Group LLC managed an equity portfolio of $550.8M at the end of Q3 2024, spanning 1031 distinct U.S. exchange-listed positions.
During Q3 2024, Prestige Wealth Management Group LLC performed routine portfolio adjustments (13 new buys, 85 additions, 88 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 1031 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 11.28% | +0.11% | -2.42% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 5.46% | -0.48% | +0.33% | |
| 3 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 5.43% | +5.41% | -0.58% | |
| 4 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 5.41% | -0.52% | +0.47% | |
| 5 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 5.37% | — | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.27% | +0.42% | -1.47% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 4.40% | +0.01% | +2.34% | |
| 8 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.06% | +0.55% | -1.85% | |
| 9 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 3.19% | -0.03% | +0.02% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.63% | +1.34% | -7.28% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | -0.03% | -2.72% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.76% | +0.12% | -3.84% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.58% | +0.40% | -2.52% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.47% | +0.07% | -0.63% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.45% | +0.11% | -2.90% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.37% | -2.56% | -2.26% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.31% | +0.06% | -1.11% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.23% | -11.77% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.08% | -3.40% | |
| 20 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.19% | -0.05% | -0.73% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | +0.05% | -25.39% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.08% | +0.44% | |
| 23 | FMB | First Trust Managed Municipa | ETF-Other | 0.86% | -0.06% | -0.33% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.01% | -0.70% | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.80% | +0.10% | -1.73% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.77% | +0.06% | -1.21% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | -0.03% | +2.31% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.71% | -0.09% | +0.22% | |
| 29 | SKYY | First Trust Cloud Computing | ETF-Other | 0.64% | +0.07% | -2.08% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.15% | -33.81% | |
| 31 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.61% | -0.01% | -1.44% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.61% | -0.10% | +0.16% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.14% | -0.39% | |
| 34 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.58% | +0.03% | -20.14% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.58% | +0.03% | -7.76% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.07% | -28.50% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.55% | +0.09% | +0.77% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.09% | -0.29% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | +0.02% | +0.58% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.01% | +0.75% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.06% | -51.09% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.40% | +0.01% | -16.10% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.39% | +0.11% | -27.22% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.38% | +0.02% | -1.25% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.12% | +948.39% | |
| 46 | PLD | Prologis Inc | Stock-Real Estate | 0.32% | -0.15% | +1595.50% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | +0.06% | +0.35% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.31% | -0.06% | -5.69% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.30% | -0.05% | +24.97% | |
| 50 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.30% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | +0.3% | +1595.50% | Add |
| 2 | AMT | American Tower CORP | +0.3% | +6257.45% | Add |
| 3 | DG | Dollar General CORP | +0.3% | +5863.14% | Add |
| 4 | AAPL | Apple Inc | +0.2% | -1.47% | Trim |
| 5 | EQIX | Equinix Inc | +0.2% | +6847.06% | Add |
| 6 | WELL | Welltower Inc | +0.2% | +8365.56% | Add |
| 7 | XLV | Ss Health Care Select Sector | +0.2% | +2.34% | Add |
| 8 | PSA | Public Storage | +0.2% | +2386.75% | Add |
| 9 | SPG | Simon Property Group Inc | +0.2% | +23444.44% | Add |
| 10 | O | Realty Income CORP | +0.2% | +1319.03% | Add |
| 11 | DLR | Digital Realty Trust Inc | +0.1% | +3055.97% | Add |
| 12 | CCI | Crown Castle Inc | +0.1% | +1817.43% | Add |
| 13 | BMY | Bristol-myers Squibb Co | +0.1% | +24.97% | Add |
| 14 | EXR | Extra Space Storage Inc | +0.1% | +2557.28% | Add |
| 15 | CBRE | Cbre Group Inc - A | +0.1% | +17304.55% | Add |
| 16 | IRM | Iron Mountain Inc | +0.1% | +2770.15% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +17.99% | Add |
| 18 | VICI | Vici Properties Inc | +0.1% | +40160.61% | Add |
| 19 | CL | Colgate-palmolive Co | +0.1% | +0.02% | Add |
| 20 | CSGP | Costar Group Inc | +0.1% | +7715.15% | Add |
| 21 | SBAC | Sba Communications CORP | +0.1% | +4963.33% | Add |
| 22 | HD | Home Depot Inc | +0.1% | +0.77% | Add |
| 23 | VTR | Ventas Inc | +0.1% | +1308.70% | Add |
| 24 | EQR | Equity Residential | +0.1% | +73283.33% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +0.75% | Add |
| 26 | WY | Weyerhaeuser Co | +0.1% | +946.20% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | +0.44% | Add |
| 28 | UNH | Unitedhealth Group Inc | +0.1% | -0.29% | Trim |
| 29 | INVH | Invitation Homes Inc | +0.1% | +9685.53% | Add |
| 30 | VTV | Vanguard Value ETF | 0% | -0.63% | Trim |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | -1.11% | Trim |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -1.21% | Trim |
| 33 | NFLX | Netflix Inc | 0% | +17.14% | Add |
| 34 | PEG | Public Service Enterprise Gp | 0% | — | Unchanged |
| 35 | NKE | Nike Inc -cl B | 0% | +12.33% | Add |
| 36 | LMT | Lockheed Martin CORP | 0% | -0.74% | Trim |
| 37 | AVGO | Broadcom Inc | 0% | +948.39% | Add |
| 38 | ABBV | Abbvie Inc | 0% | +10.27% | Add |
| 39 | CMCSA | Comcast Corp-class A | 0% | +7.70% | Add |
| 40 | MELI | Mercadolibre Inc | 0% | +2333.33% | Add |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | -1.73% | Trim |
| 42 | T | At&t Inc | 0% | +2.35% | Add |
| 43 | CHTR | Charter Communications Inc-a | 0% | +20.76% | Add |
| 44 | MCD | Mcdonald's CORP | 0% | -0.58% | Trim |
| 45 | CAT | Caterpillar Inc | 0% | -1.54% | Trim |
| 46 | ADP | Automatic Data Processing | 0% | -5.69% | Trim |
| 47 | OMC | Omnicom Group | 0% | +24.11% | Add |
| 48 | KO | Coca-cola Co/the | 0% | +3.78% | Add |
| 49 | DHR | Danaher CORP | 0% | +22.04% | Add |
| 50 | WBD | Warner Bros Discovery Inc | 0% | +27.18% | Add |
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 1031 disclosed positions in Q3 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, BND, USHY) accounted for 28.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
SPBO
市值: $26.0M
Top Position Liquidated / Trimmed
DGRW
前期市值: $52.4M
During Q3 2024, Prestige Wealth Management Group LLC's top holdings by market value included DGRW (11.3%)、BND (5.5%)、USHY (5.4%). The largest single position, DGRW, represented 11.3% of total portfolio value.
In Q3 2024, Prestige Wealth Management Group LLC made 186 total portfolio adjustments, initiating 13 new buys, adding to 85 positions, trimming 88 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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