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CIK: 0001772715
Total reported value
$550.8M
$550.8M
1009 檔
29.4%
At the close of Q1 2025, Prestige Wealth Management Group LLC disclosed equity holdings valued at approximately $550.8M, spread across 1009 reported holdings.
Prestige Wealth Management Group LLC executed strategic sector rebalancing during Q1 2025, establishing 1 new positions while fully exiting 11 holdings and trimming 87 positions.
Showing top 200 holdings (of 1009 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.78% | +0.11% | -2.34% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 6.11% | -0.48% | +6.23% | |
| 3 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 6.07% | -0.52% | +8.12% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 5.96% | +5.41% | +4.50% | |
| 5 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 5.70% | -5.94% | +1.45% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.13% | +0.42% | -0.54% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 4.62% | +0.01% | +207.30% | |
| 8 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 3.59% | +0.55% | -10.12% | |
| 9 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.96% | -0.03% | +0.05% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.85% | +1.34% | -0.85% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.03% | -6.50% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.87% | +0.07% | +23.65% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.60% | +0.06% | +21.28% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.45% | +0.12% | -16.00% | |
| 15 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.41% | -0.05% | +31.32% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.39% | -2.56% | -7.62% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.08% | -4.24% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.23% | +1.59% | |
| 19 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.20% | +0.11% | -10.30% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 1.19% | +0.40% | -19.17% | |
| 21 | FMB | First Trust Managed Municipa | ETF-Other | 1.06% | -0.06% | +14.79% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.08% | +8.13% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | +0.05% | -4.60% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.01% | -5.38% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.15% | -0.10% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.07% | +0.74% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.76% | -0.01% | +17.32% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | -0.03% | +1.55% | |
| 29 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.61% | +0.10% | -16.11% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.14% | -6.04% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.60% | +0.06% | -16.10% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.54% | +0.02% | -0.52% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.01% | +2.04% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.48% | +0.03% | -16.73% | |
| 35 | SKYY | First Trust Cloud Computing | ETF-Other | 0.48% | +0.07% | -27.45% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | -0.03% | +6.36% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | +0.09% | -9.96% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.06% | -0.20% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.12% | +28.31% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | +0.11% | -0.59% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.09% | +0.44% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.37% | -0.06% | +0.43% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.37% | -0.05% | -1.71% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.35% | +0.02% | -6.71% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.34% | +0.01% | +0.32% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.33% | +0.06% | +0.74% | |
| 47 | PLD | Prologis Inc | Stock-Real Estate | 0.32% | -0.15% | +1.99% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | +0.07% | +1.74% | |
| 49 | AMT | American Tower CORP | Stock-Real Estate | 0.31% | -0.09% | +2.33% | |
| 50 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.30% | -0.02% | +0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +3.2% | +207.30% | Add |
| 2 | AGGY | Wisdomtree Yield Enhanced US | +0.7% | +8.12% | Add |
| 3 | BND | Vanguard Total Bond Market | +0.6% | +6.23% | Add |
| 4 | VTV | Vanguard Value ETF | +0.4% | +23.65% | Add |
| 5 | USHY | Ishares Broad Usd High Yield | +0.4% | +4.50% | Add |
| 6 | MMIT | Nyli Mackay Muni Intrm ETF | +0.4% | +31.32% | Add |
| 7 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.3% | +21.28% | Add |
| 8 | JNJ | Johnson & Johnson | +0.2% | +8.13% | Add |
| 9 | CL | Colgate-palmolive Co | +0.2% | +0.05% | Add |
| 10 | XLP | Ss Consumer Staples Sel Sect | +0.2% | -0.85% | Trim |
| 11 | IHI | Ishares U.s. Medical Devices | +0.2% | +17.32% | Add |
| 12 | FMB | First Trust Managed Municipa | +0.2% | +14.79% | Add |
| 13 | ICVT | Ishares Convertible Bond ETF | +0.2% | +1.45% | Add |
| 14 | V | Visa Inc-class A Shares | +0.1% | +0.74% | Add |
| 15 | VHT | Vanguard Health Care ETF | +0.1% | +2490.38% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.20% | Trim |
| 17 | ESS | Essex Property Trust Inc | +0.1% | +32433.33% | Add |
| 18 | WELL | Welltower Inc | +0.1% | +3.71% | Add |
| 19 | AMT | American Tower CORP | +0.1% | +2.33% | Add |
| 20 | T | At&t Inc | +0.1% | +1.86% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | +6.36% | Add |
| 22 | CEG | Constellation Energy | +0.1% | +196.53% | Add |
| 23 | VZ | Verizon Communications Inc | +0.1% | +10.03% | Add |
| 24 | APD | Air Products & Chemicals Inc | 0% | +63.14% | Add |
| 25 | 6D8 | Dupont De Nemours Inc | 0% | +950.00% | Add |
| 26 | ABBV | Abbvie Inc | 0% | +2.27% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | -0.10% | Trim |
| 28 | KO | Coca-cola Co/the | 0% | +1.70% | Add |
| 29 | LIN | Linde plc | 0% | +2.49% | Add |
| 30 | VRT | Vertiv Holdings Co-a | 0% | +102.57% | Add |
| 31 | PLD | Prologis Inc | 0% | +1.99% | Add |
| 32 | XOM | Exxon Mobil CORP | 0% | -6.04% | Trim |
| 33 | TMUS | T-mobile US Inc | 0% | -4.61% | Trim |
| 34 | BMY | Bristol-myers Squibb Co | 0% | -1.71% | Trim |
| 35 | ABT | Abbott Laboratories | 0% | +1.06% | Add |
| 36 | MA | Mastercard Inc - A | 0% | +1.74% | Add |
| 37 | ADP | Automatic Data Processing | 0% | +0.43% | Add |
| 38 | UNH | Unitedhealth Group Inc | 0% | +0.44% | Add |
| 39 | COST | Costco Wholesale CORP | 0% | -0.52% | Trim |
| 40 | PNW | Pinnacle West Capital | 0% | +10250.00% | Add |
| 41 | DG | Dollar General CORP | 0% | +191.20% | Add |
| 42 | CCI | Crown Castle Inc | 0% | +1.41% | Add |
| 43 | O | Realty Income CORP | 0% | +1.93% | Add |
| 44 | MCK | Mckesson CORP | 0% | -3.92% | Trim |
| 45 | MCD | Mcdonald's CORP | 0% | +0.56% | Add |
| 46 | AMGN | Amgen Inc | 0% | +2.73% | Add |
| 47 | CSGP | Costar Group Inc | 0% | +1.83% | Add |
| 48 | MRSH | Marsh & Mclennan Cos | 0% | +1.39% | Add |
| 49 | CMCSA | Comcast Corp-class A | 0% | +6.14% | Add |
| 50 | UNP | Union Pacific CORP | 0% | +1.82% | 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 1009 disclosed positions in Q1 2025.
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, AGGY) accounted for 29.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
NMAX
市值: $36.2K
Top Position Liquidated / Trimmed
AFRM
前期市值: $46.1K
During Q1 2025, Prestige Wealth Management Group LLC's top holdings by market value included DGRW (10.8%)、BND (6.1%)、AGGY (6.1%). The largest single position, DGRW, represented 10.8% of total portfolio value.
In Q1 2025, Prestige Wealth Management Group LLC made 188 total portfolio adjustments, initiating 1 new buys, adding to 89 positions, trimming 87 holdings, and fully liquidating 11 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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