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CIK: 0001772715
Total reported value
$550.8M
$550.8M
1010 檔
30.9%
At the close of Q4 2025, Prestige Wealth Management Group LLC disclosed equity holdings valued at approximately $550.8M, spread across 1010 reported holdings.
Prestige Wealth Management Group LLC executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 4 holdings and trimming 83 positions.
Showing top 200 holdings (of 1010 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 10.64% | +0.11% | -0.34% | |
| 2 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 5.54% | -5.94% | -7.86% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 5.49% | -0.48% | +2.19% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 5.45% | +5.41% | +2.53% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.38% | +0.42% | -0.50% | |
| 6 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 5.33% | -0.52% | +0.01% | |
| 7 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 4.28% | +0.55% | -0.03% | |
| 8 | XLF | Ss Financial Select Sector | ETF-Other | 2.67% | +0.01% | +2365.52% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.47% | +1.34% | +3.09% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.03% | -1.03% | |
| 11 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.22% | -0.03% | -0.06% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.92% | +0.07% | +1.23% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.82% | +0.01% | +3.23% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.67% | +0.12% | -0.85% | |
| 15 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.57% | +0.06% | +0.32% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.23% | -33.25% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.47% | +0.40% | +99.79% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.46% | -2.56% | -3.10% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.34% | -0.08% | +23.19% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.32% | +0.08% | +1.01% | |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.22% | +0.11% | -0.29% | |
| 22 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 1.00% | -0.05% | -12.90% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.10% | +135.30% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.15% | +3.82% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.01% | -4.11% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.12% | +3.24% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | +0.05% | +42.55% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.74% | -0.03% | +23.21% | |
| 29 | FMB | First Trust Managed Municipa | ETF-Other | 0.72% | -0.06% | -14.79% | |
| 30 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.71% | -0.01% | +0.25% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | +0.07% | -0.11% | |
| 32 | LIN | Linde plc | Stock-Materials | 0.69% | +0.19% | +373.51% | |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.63% | +0.06% | +1.28% | |
| 34 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.62% | +0.10% | +1.30% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.14% | +1.32% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.01% | +2.44% | |
| 37 | SKYY | First Trust Cloud Computing | ETF-Other | 0.57% | +0.07% | +0.89% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.52% | +0.11% | +5.23% | |
| 39 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.50% | -0.09% | +84.44% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | +0.05% | -43.43% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.48% | +0.03% | -0.18% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | +0.02% | -6.31% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.43% | -0.05% | +2.36% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.43% | +0.01% | +0.69% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.06% | +0.66% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | +0.09% | -1.91% | |
| 47 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.38% | -0.10% | +66.47% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.38% | +0.02% | -0.35% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.31% | +0.09% | +83.40% | |
| 50 | NEM | Newmont CORP | Stock-Materials | 0.30% | -0.01% | +7261.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +2.6% | +2365.52% | Add |
| 2 | LLY | Eli Lilly & Co | +0.7% | +135.30% | Add |
| 3 | LIN | Linde plc | +0.5% | +373.51% | Add |
| 4 | JNJ | Johnson & Johnson | +0.4% | +23.19% | Add |
| 5 | NEM | Newmont CORP | +0.3% | +7261.50% | Add |
| 6 | AAPL | Apple Inc | +0.3% | -0.50% | Trim |
| 7 | MRK | Merck & Co. Inc. | +0.3% | +23.21% | Add |
| 8 | XLV | Ss Health Care Select Sector | +0.2% | +3.23% | Add |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +84.44% | Add |
| 10 | ABBV | Abbvie Inc | +0.2% | +42.55% | Add |
| 11 | SHW | Sherwin-williams Co/the | +0.2% | +366.77% | Add |
| 12 | ECL | Ecolab Inc | +0.2% | +8088.00% | Add |
| 13 | FCX | Freeport-mcmoran Inc | +0.2% | +5893.37% | Add |
| 14 | MUNI | Pimco Intermediate Municipal | +0.2% | +66.47% | Add |
| 15 | APD | Air Products & Chemicals Inc | +0.2% | +310.59% | Add |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +1040.83% | Add |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +83.40% | Add |
| 18 | CTVA | Corteva Inc | +0.1% | +2408.57% | Add |
| 19 | AMGN | Amgen Inc | +0.1% | +120.82% | Add |
| 20 | ISRG | Intuitive Surgical Inc | +0.1% | +1280.49% | Add |
| 21 | ABT | Abbott Laboratories | +0.1% | +117.56% | Add |
| 22 | VMC | Vulcan Materials Co | +0.1% | +12052.94% | Add |
| 23 | MLM | Martin Marietta Materials | +0.1% | +4605.26% | Add |
| 24 | DHR | Danaher CORP | +0.1% | +149.93% | Add |
| 25 | NUE | Nucor CORP | +0.1% | +2735.09% | Add |
| 26 | STLD | Steel Dynamics Inc | +0.1% | +78.34% | Add |
| 27 | BMY | Bristol-myers Squibb Co | +0.1% | +33.54% | Add |
| 28 | EME | Emcor Group Inc | +0.1% | +2171.43% | Add |
| 29 | GILD | Gilead Sciences Inc | +0.1% | +314.50% | Add |
| 30 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +460.62% | Add |
| 31 | BSX | Boston Scientific CORP | +0.1% | +848.00% | Add |
| 32 | SYK | Stryker CORP | +0.1% | +129.89% | Add |
| 33 | MCK | Mckesson CORP | +0.1% | +50.35% | Add |
| 34 | PFE | Pfizer Inc | +0.1% | +196.47% | Add |
| 35 | BIV | Vanguard Intermediate-term B | +0.1% | +124.87% | Add |
| 36 | PPG | Ppg Industries Inc | +0.1% | +6670.00% | Add |
| 37 | HCA | Hca Healthcare Inc | +0.1% | +173.37% | Add |
| 38 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +1014.29% | Add |
| 39 | AVGO | Broadcom Inc | +0.1% | +3.24% | Add |
| 40 | MDT | Medtronic plc | +0.1% | +75.22% | Add |
| 41 | IP | International Paper Co | +0.1% | +705.45% | Add |
| 42 | CVS | Cvs Health CORP | +0.1% | +219.94% | Add |
| 43 | CAT | Caterpillar Inc | +0.1% | +4.91% | Add |
| 44 | WMT | Walmart Inc | +0.1% | +2.44% | Add |
| 45 | BAC | Bank Of America CORP | +0.1% | +5.23% | Add |
| 46 | SW | Smurfit Westrock Plc | +0.1% | +74388.89% | Add |
| 47 | PKG | Packaging CORP Of America | +0.1% | +12460.00% | Add |
| 48 | 6D8 | Dupont De Nemours Inc | +0.1% | +2009.86% | Add |
| 49 | QGRW | Wisdomtree US Quality Growth | 0% | -0.03% | Trim |
| 50 | VTV | Vanguard Value ETF | 0% | +1.23% | 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 1010 disclosed positions in Q4 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 30.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IFF
市值: $241.5K
Top Position Liquidated / Trimmed
IPG
前期市值: $199.6K
During Q4 2025, Prestige Wealth Management Group LLC's top holdings by market value included DGRW (10.6%)、ICVT (5.5%)、BND (5.5%). The largest single position, DGRW, represented 10.6% of total portfolio value.
In Q4 2025, Prestige Wealth Management Group LLC made 192 total portfolio adjustments, initiating 8 new buys, adding to 97 positions, trimming 83 holdings, and fully liquidating 4 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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