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CIK: 0001772715
Total reported value
$550.8M
$550.8M
996 檔
31.3%
In Q3 2025, Prestige Wealth Management Group LLC's U.S. equity holdings reached a combined market value of $550.8M, distributed across 996 disclosed stock positions.
In Q3 2025, Prestige Wealth Management Group LLC displayed an active expansion posture, initiating 9 new positions and adding to 102 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 996 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.74% | +0.11% | -2.65% | |
| 2 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 6.18% | -5.94% | +1.13% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.46% | -0.48% | +0.96% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 5.43% | +5.41% | +2.58% | |
| 5 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 5.42% | -0.52% | +1.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 5.13% | +0.42% | -1.08% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.24% | +0.55% | -2.29% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.03% | +1.03% | |
| 9 | XLB | Ss Materials Select Sector | ETF-Other | 2.50% | +1.32% | -0.45% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.44% | +1.34% | +2.75% | |
| 11 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.27% | -0.03% | -1.62% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.88% | +0.07% | -2.37% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.81% | +0.23% | +1.78% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.68% | +0.12% | -2.60% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-Other | 1.60% | +0.01% | -2.08% | |
| 16 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.56% | +0.06% | -2.41% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.53% | -2.56% | -2.31% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.45% | +0.40% | -2.36% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.08% | -32.72% | |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.23% | +0.11% | -2.60% | |
| 21 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.15% | -0.05% | -5.23% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.08% | +3.34% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | +0.05% | +1.09% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.15% | +1.19% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.01% | -0.71% | |
| 26 | FMB | First Trust Managed Municipa | ETF-Other | 0.85% | -0.06% | -5.09% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.12% | +2.18% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.07% | +0.64% | |
| 29 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.69% | -0.01% | -1.88% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.62% | +0.01% | +0.72% | |
| 31 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.62% | +0.10% | -2.48% | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.61% | +0.06% | -2.10% | |
| 33 | SKYY | First Trust Cloud Computing | ETF-Other | 0.59% | +0.07% | -2.44% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.14% | +0.92% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.05% | +165.13% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.54% | -0.01% | -0.12% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.03% | +3.21% | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | +0.02% | +0.65% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.49% | -0.03% | -0.35% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | +0.09% | +2.43% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.47% | +0.03% | -0.04% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | +0.11% | +1.92% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.05% | +5.25% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.06% | — | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.38% | +0.02% | -3.39% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.33% | -0.06% | +0.32% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.10% | +1.22% | |
| 48 | PLD | Prologis Inc | Stock-Real Estate | 0.30% | -0.15% | +2.90% | |
| 49 | WELL | Welltower Inc | Stock-Real Estate | 0.30% | -0.13% | +4.18% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | +0.07% | +0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.7% | -1.08% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.78% | Add |
| 3 | ICVT | Ishares Convertible Bond ETF | +0.4% | +1.13% | Add |
| 4 | ABBV | Abbvie Inc | +0.4% | +165.13% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | +3.34% | Add |
| 6 | ORCL | Oracle CORP | +0.1% | +0.72% | Add |
| 7 | TSLA | Tesla Inc | +0.1% | +5.25% | Add |
| 8 | AVGO | Broadcom Inc | +0.1% | +2.18% | Add |
| 9 | GE | General Electric | +0.1% | +1458.82% | Add |
| 10 | OKLO | Oklo Inc | +0.1% | +1.45% | Add |
| 11 | AXP | American Express Co | +0.1% | +144.43% | Add |
| 12 | DASH | Doordash Inc - A | +0.1% | +5878.95% | Add |
| 13 | QGRW | Wisdomtree US Quality Growth | +0.1% | -2.29% | Trim |
| 14 | ABNB | Airbnb Inc-class A | +0.1% | +8350.00% | Add |
| 15 | ACM | Aecom | +0.1% | +2058.43% | Add |
| 16 | XLK | Ss Technology Select Sector | 0% | -2.36% | Trim |
| 17 | WELL | Welltower Inc | 0% | +4.18% | Add |
| 18 | WBD | Warner Bros Discovery Inc | 0% | -17.62% | Trim |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +18.22% | Add |
| 20 | CAT | Caterpillar Inc | 0% | +0.43% | Add |
| 21 | NOW | Servicenow Inc | 0% | +87.96% | Add |
| 22 | JPM | Jpmorgan Chase & Co | 0% | +1.19% | Add |
| 23 | HD | Home Depot Inc | 0% | +2.43% | Add |
| 24 | BAC | Bank Of America CORP | 0% | +1.92% | Add |
| 25 | EA | Electronic Arts Inc | 0% | +3.48% | Add |
| 26 | VRT | Vertiv Holdings Co-a | 0% | +1.62% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 0% | +5.38% | Add |
| 28 | CVX | Chevron CORP | 0% | +118.53% | Add |
| 29 | VUG | Vanguard Growth ETF | 0% | -2.60% | Trim |
| 30 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | -2.10% | Trim |
| 31 | PLD | Prologis Inc | 0% | +2.90% | Add |
| 32 | GS | Goldman Sachs Group Inc | 0% | +1.02% | Add |
| 33 | SPG | Simon Property Group Inc | 0% | +3.11% | Add |
| 34 | APH | Amphenol Corp-cl A | 0% | +1.15% | Add |
| 35 | BIV | Vanguard Intermediate-term B | 0% | +38.35% | Add |
| 36 | XLC | Ss Comm Select Sector Spdr | 0% | -2.31% | Trim |
| 37 | SKYY | First Trust Cloud Computing | 0% | -2.44% | Trim |
| 38 | SCHB | Schwab US Broad Market ETF | 0% | -0.04% | Trim |
| 39 | TMUS | T-mobile US Inc | 0% | +17.83% | Add |
| 40 | MGK | Vanguard Mega Cap Growth ETF | 0% | — | Unchanged |
| 41 | CBRE | Cbre Group Inc - A | 0% | +2.26% | Add |
| 42 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 43 | O | Realty Income CORP | 0% | +5.58% | Add |
| 44 | UBER | Uber Technologies Inc | 0% | +12.93% | Add |
| 45 | NEE | Nextera Energy Inc | 0% | +2.56% | Add |
| 46 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Unchanged |
| 47 | FOXA | Fox CORP - Class A | 0% | +7.43% | Add |
| 48 | KLAC | Kla CORP | 0% | -0.52% | Trim |
| 49 | MS | Morgan Stanley | 0% | +0.99% | Add |
| 50 | AMAT | Applied Materials Inc | 0% | +0.58% | 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 996 disclosed positions in Q3 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, ICVT, BND) accounted for 31.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
PSKY
市值: $230.4K
Top Position Liquidated / Trimmed
0VVB
前期市值: $221.3K
During Q3 2025, Prestige Wealth Management Group LLC's top holdings by market value included DGRW (10.7%)、ICVT (6.2%)、BND (5.5%). The largest single position, DGRW, represented 10.7% of total portfolio value.
In Q3 2025, Prestige Wealth Management Group LLC made 173 total portfolio adjustments, initiating 9 new buys, adding to 102 positions, trimming 59 holdings, and fully liquidating 3 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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