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CIK: 0001772715
Total reported value
$550.8M
$550.8M
1044 檔
28.9%
During the Q4 2024 filing period, Prestige Wealth Management Group LLC (CIK: 0001772715) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $550.8M across 1044 reported positions.
In Q4 2024, Prestige Wealth Management Group LLC displayed an active expansion posture, initiating 16 new positions and adding to 102 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DGRW, AAPL, ICVT) accounted for 28.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
XLB
市值: $11.6M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $367.5K
Showing top 200 holdings (of 1044 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.88% | +0.11% | -1.36% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.66% | +0.42% | -0.62% | |
| 3 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 5.55% | -5.94% | +323880.41% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 5.54% | +5.41% | +3.88% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.48% | -0.48% | +4.18% | |
| 6 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 5.39% | -0.52% | +3.28% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.36% | +0.55% | -1.04% | |
| 8 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.79% | -0.03% | -0.59% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.69% | +1.34% | +7.33% | |
| 10 | XLB | Ss Materials Select Sector | ETF-Other | 2.41% | +1.32% | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.03% | -2.22% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.85% | +0.12% | -1.85% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.62% | +0.40% | -1.31% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | +0.08% | +14.10% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.47% | -2.56% | -0.61% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.44% | +0.07% | +0.65% | |
| 17 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.43% | +0.11% | -1.29% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.23% | -3.50% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 1.38% | +0.01% | -65.18% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.33% | +0.06% | +0.03% | |
| 21 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.05% | -0.05% | -10.52% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.01% | +2.17% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | +0.05% | -13.12% | |
| 24 | FMB | First Trust Managed Municipa | ETF-Other | 0.91% | -0.06% | +7.55% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.08% | +0.08% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.77% | +0.06% | -0.35% | |
| 27 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.77% | +0.10% | -0.89% | |
| 28 | SKYY | First Trust Cloud Computing | ETF-Other | 0.75% | +0.07% | -0.61% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | +0.15% | +2.15% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.71% | -0.09% | +1.52% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.67% | +0.07% | +2.07% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.03% | -0.50% | |
| 33 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.61% | -0.01% | +0.72% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.60% | +0.03% | +200.04% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.14% | +1.22% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | +0.09% | +1.95% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.01% | +2.78% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | +0.02% | +2.82% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.12% | +1.19% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | -0.05% | +0.08% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | +0.11% | +1.11% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.03% | +16.34% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.41% | +0.02% | +299.81% | |
| 44 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.40% | -0.10% | -33.02% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.39% | +0.01% | +0.62% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.06% | -3.40% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.38% | +0.09% | -10.89% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.34% | -0.06% | +5.22% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.34% | -0.05% | +1.42% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | +0.06% | +0.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ICVT | Ishares Convertible Bond ETF | +5.6% | +323880.41% | Add |
| 2 | AAPL | Apple Inc | +0.4% | -0.62% | Trim |
| 3 | NVDA | Nvidia CORP | +0.3% | +14.10% | Add |
| 4 | QGRW | Wisdomtree US Quality Growth | +0.3% | -1.04% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.2% | +2.17% | Add |
| 6 | TSLA | Tesla Inc | +0.2% | +0.08% | Add |
| 7 | NFLX | Netflix Inc | +0.1% | +16.34% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.50% | Trim |
| 9 | AVGO | Broadcom Inc | +0.1% | +1.19% | Add |
| 10 | SKYY | First Trust Cloud Computing | +0.1% | -0.61% | Trim |
| 11 | USHY | Ishares Broad Usd High Yield | +0.1% | +3.88% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +2.15% | Add |
| 13 | V | Visa Inc-class A Shares | +0.1% | +2.07% | Add |
| 14 | XLC | Ss Comm Select Sector Spdr | +0.1% | -0.61% | Trim |
| 15 | VUG | Vanguard Growth ETF | +0.1% | -1.85% | Trim |
| 16 | WMT | Walmart Inc | +0.1% | +2.78% | Add |
| 17 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +7.33% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +284.30% | Add |
| 19 | FMB | First Trust Managed Municipa | +0.1% | +7.55% | Add |
| 20 | UEC | Uranium Energy CORP | +0.1% | +3326.50% | Add |
| 21 | EL | Estee Lauder Companies-cl A | +0.1% | +2024.64% | Add |
| 22 | EQIX | Equinix Inc | 0% | +14.48% | Add |
| 23 | BAC | Bank Of America CORP | 0% | +1.11% | Add |
| 24 | BIV | Vanguard Intermediate-term B | 0% | +479.85% | Add |
| 25 | MA | Mastercard Inc - A | 0% | +8.78% | Add |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | +68.78% | Add |
| 27 | TTWO | Take-two Interactive Softwre | 0% | +14.29% | Add |
| 28 | FOXA | Fox CORP - Class A | 0% | +68.32% | Add |
| 29 | BMY | Bristol-myers Squibb Co | 0% | +1.42% | Add |
| 30 | XLK | Ss Technology Select Sector | 0% | -1.31% | Trim |
| 31 | ADP | Automatic Data Processing | 0% | +5.22% | Add |
| 32 | HON | Honeywell International Inc | 0% | +16.13% | Add |
| 33 | LYV | Live Nation Entertainment In | 0% | +28.84% | Add |
| 34 | WBD | Warner Bros Discovery Inc | 0% | +8.99% | Add |
| 35 | COST | Costco Wholesale CORP | 0% | +2.82% | Add |
| 36 | GS | Goldman Sachs Group Inc | 0% | +1.10% | Add |
| 37 | SCHG | Schwab US Large-cap Growth | 0% | +299.81% | Add |
| 38 | DIS | Walt Disney Co/the | 0% | -0.10% | Trim |
| 39 | CSCO | Cisco Systems Inc | 0% | +8.37% | Add |
| 40 | DLR | Digital Realty Trust Inc | 0% | +3.10% | Add |
| 41 | MCK | Mckesson CORP | 0% | +0.88% | Add |
| 42 | XLF | Ss Financial Select Sector | 0% | -0.16% | Trim |
| 43 | BND | Vanguard Total Bond Market | 0% | +4.18% | Add |
| 44 | SCHB | Schwab US Broad Market ETF | 0% | +200.04% | Add |
| 45 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | +0.03% | Add |
| 46 | VRT | Vertiv Holdings Co-a | 0% | +2.35% | Add |
| 47 | CBRE | Cbre Group Inc - A | 0% | +8.44% | Add |
| 48 | MGK | Vanguard Mega Cap Growth ETF | 0% | — | Unchanged |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.14% | Trim |
| 50 | AXON | Axon Enterprise Inc | 0% | +59.76% | 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 1044 disclosed positions in Q4 2024.
During Q4 2024, Prestige Wealth Management Group LLC's top holdings by market value included DGRW (10.9%)、AAPL (5.7%)、ICVT (5.5%). The largest single position, DGRW, represented 10.9% of total portfolio value.
In Q4 2024, Prestige Wealth Management Group LLC made 182 total portfolio adjustments, initiating 16 new buys, adding to 102 positions, trimming 56 holdings, and fully liquidating 8 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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