Prestige Wealth Management Group LLC Purchases in Q3 2024

Prestige Wealth Management Group LLC

  • $460 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
865K
New
$28.45 - $30.18 $24.6M - $26.1M
865K $26M
XLV
Select Sector Spdr Fund Health

ETFs
3.16K
+ 2.34%
$143.3 - $157.24 $452K - $496K
138K $21.3M
PLD
Prologis, Inc.

Real Estate
11.7K
+ 1595.5%
$111.95 - $132.43 $1.31M - $1.55M
12.4K $1.57M
AMT
American Tower Corp

Real Estate
5.88K
+ 6257.45%
$192.27 - $242.73 $1.13M - $1.43M
5.98K $1.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.16K
+ 0.33%
$71.45 - $75.64 $82.5K - $87.4K
352K $26.4M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
2.76K
+ 0.47%
$42.76 - $45.16 $118K - $125K
585K $26.2M
EQIX
Equinix Inc

Real Estate
1.16K
+ 6847.06%
$749.0 - $890.01 $872K - $1.04M
1.18K $1.05M
CL
Colgate Palmolive CO

Consumer Defensive
24
+ 0.02%
$95.54 - $108.77 $2.29K - $2.61K
148K $15.4M
WELL
Welltower Inc.

Real Estate
7.53K
+ 8365.56%
$104.0 - $129.74 $783K - $977K
7.62K $975K
PSA
Public Storage

Real Estate
1.98K
+ 2386.75%
$283.13 - $365.01 $561K - $723K
2.06K $751K
O
Realty Income Corp

Real Estate
11.1K
+ 1319.02%
$52.36 - $63.42 $581K - $704K
11.9K $756K
DLR
Digital Realty Trust, Inc.

Real Estate
4.1K
+ 3055.97%
$144.47 - $162.98 $592K - $667K
4.23K $684K
CCI
Crown Castle International Corp

Real Estate
5.53K
+ 1817.43%
$95.29 - $120.24 $526K - $664K
5.83K $691K
NKE
Nike, Inc.

Consumer Cyclical
6.88K
+ 233.11%
$71.09 - $89.44 $489K - $615K
9.83K $868K
BMY
Bristol Myers Squibb CO

Healthcare
6.67K
+ 30.73%
$39.66 - $51.75 $265K - $345K
28.4K $1.47M
PSN
Parsons Corp

Industrials
5.14K
New
$76.52 - $103.68 $393K - $532K
5.14K $532K
FIVE
Five Below, Inc

Consumer Cyclical
5.91K
New
$64.97 - $108.47 $384K - $641K
5.91K $521K
TSLA
Tesla, Inc.

Consumer Cyclical
803
+ 17.99%
$191.76 - $263.26 $154K - $211K
5.27K $1.38M
EXR
Extra Space Storage Inc.

Real Estate
2.63K
+ 2557.28%
$151.92 - $183.06 $400K - $482K
2.74K $493K
CBRE
Cbre Group, Inc.

Real Estate
3.81K
+ 17304.55%
$85.97 - $124.48 $327K - $474K
3.83K $476K
IRM
Iron Mountain Inc

Real Estate
3.71K
+ 2770.15%
$89.69 - $119.32 $333K - $443K
3.85K $457K
VICI
Vici Properties Inc.

Real Estate
13.3K
+ 40160.61%
$27.64 - $34.08 $366K - $452K
13.3K $442K
JNJ
Johnson & Johnson

Healthcare
116
+ 0.44%
$145.48 - $167.38 $16.9K - $19.4K
26.6K $4.31M
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 0.77%
$333.64 - $405.2 $16.7K - $20.3K
6.56K $2.66M
AVB
Avalonbay Communities Inc

Real Estate
1.85K
New
$200.95 - $234.65 $371K - $434K
1.85K $416K
CSGP
Costar Group, Inc.

Real Estate
5.09K
+ 7715.15%
$71.59 - $79.61 $365K - $405K
5.16K $389K
WMT
Walmart Inc.

Consumer Defensive
199
+ 0.75%
$66.91 - $81.4 $13.3K - $16.2K
26.8K $2.16M
SBAC
Sba Communications Corp

Real Estate
1.49K
+ 4963.33%
$189.0 - $245.01 $281K - $365K
1.52K $365K
VTR
Ventas, Inc.

Real Estate
5.12K
+ 1308.7%
$50.88 - $65.33 $260K - $334K
5.51K $353K
EQR
Equity Residential

Real Estate
4.4K
+ 73283.33%
$67.19 - $78.09 $295K - $343K
4.4K $327K
WY
Weyerhaeuser CO

Real Estate
9.46K
+ 946.2%
$27.05 - $33.84 $256K - $320K
10.5K $354K
INVH
Invitation Homes Inc.

Real Estate
7.36K
+ 9685.53%
$33.2 - $37.28 $244K - $274K
7.44K $262K
NFLX
Netflix Inc

Communication Services
283
+ 17.14%
$598.55 - $722.26 $169K - $204K
1.93K $1.37M
AVGO
Broadcom Inc.

Technology
8.86K
+ 948.39%
$136.27 - $1745.86 $1.21M - $15.5M
9.79K $1.69M
ABBV
Abb Vie Inc.

Healthcare
384
+ 10.27%
$163.84 - $199.33 $62.9K - $76.5K
4.12K $814K
CMCSA
Comcast Corp

Communication Services
2.22K
+ 7.7%
$37.33 - $41.78 $82.7K - $92.6K
31K $1.3M
T
At&T Inc.

Communication Services
1.07K
+ 2.35%
$18.21 - $22.28 $19.5K - $23.9K
46.6K $1.03M
MELI
Mercadolibre Inc

Consumer Cyclical
70
+ 2333.33%
$1591.44 - $2140.1 $111K - $150K
73 $149K
CHTR
Charter Communications, Inc.

Communication Services
318
+ 20.76%
$290.56 - $383.07 $92.4K - $122K
1.85K $599K
OMC
Omnicom Group Inc.

Communication Services
734
+ 24.11%
$87.69 - $103.9 $64.4K - $76.3K
3.78K $390K
KO
Coca Cola CO

Consumer Defensive
394
+ 3.78%
$62.69 - $73.01 $24.7K - $28.8K
10.8K $777K
DHR
Danaher Corp

Healthcare
276
+ 22.04%
$239.25 - $280.76 $66K - $77.5K
1.53K $424K
WBD
Warner Bros. Discovery, Inc.

Communication Services
9.87K
+ 27.18%
$6.71 - $8.78 $66.3K - $86.7K
46.2K $381K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.47K
New
$38.04 - $45.36 $94K - $112K
2.47K $110K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 0.58%
$801.83 - $917.05 $12K - $13.8K
2.62K $2.33M
TTWO
Take Two Interactive Software Inc

Communication Services
705
+ 29.35%
$135.67 - $161.71 $95.6K - $114K
3.11K $477K
SHW
Sherwin Williams CO

Basic Materials
39
+ 4.09%
$294.65 - $384.0 $11.5K - $15K
992 $378K
LYV
Live Nation Entertainment, Inc.

Communication Services
517
+ 24.2%
$88.06 - $109.5 $45.5K - $56.6K
2.65K $290K
VZ
Verizon Communications Inc

Communication Services
164
+ 0.74%
$38.89 - $45.0 $6.38K - $7.38K
22.3K $1M
Activity Summary
Buys All Purchases 235 New Holdings 71 Increased Positions 164 Sells All Sells 159 Reductions 158 Sold out 1 Options Calls 1 Puts 0
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