Prestige Wealth Management Group LLC Purchases in Q2 2025

Prestige Wealth Management Group LLC

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.62%
$456.74 - $568.03 $2.28K - $2.84K
807 $458K
ICE
Intercontinental Exchange, Inc.

Financial Services
137
+ 9.45%
$151.62 - $183.47 $20.8K - $25.1K
1.59K $291K
OMC
Omnicom Group Inc.

Communication Services
1.21K
+ 28.34%
$69.22 - $79.77 $83.8K - $96.5K
5.48K $394K
MDLZ
Mondelez International, Inc.

Consumer Defensive
575
+ 19.22%
$63.54 - $68.5 $36.5K - $39.4K
3.57K $240K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2
+ 0.65%
$177.93 - $313.14 $356 - $626
310 $97K
PEG
Public Service Enterprise Group Inc

Utilities
6
+ 0.04%
$77.13 - $84.18 $463 - $505
16.9K $1.42M
SPYG
Spdr Portfolio

ETFs
120
+ 10.41%
$71.83 - $95.32 $8.62K - $11.4K
1.27K $121K
PLTR
Palantir Technologies Inc.

Technology
6
+ 1.14%
$74.01 - $144.25 $444 - $866
533 $72K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.99K
+ 24.25%
$22.66 - $26.12 $45K - $51.9K
10.2K $249K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
58
+ 5.21%
$86.93 - $117.31 $5.04K - $6.8K
1.17K $137K
QCOM
Qualcomm Inc

Technology
4
+ 0.11%
$124.66 - $159.48 $499 - $638
3.68K $585K
WELL
Welltower Inc.

Real Estate
80
+ 0.96%
$136.49 - $155.22 $10.9K - $12.4K
8.38K $1.29M
NRG
Nrg Energy, Inc.

Utilities
4
+ 1.79%
$83.61 - $162.67 $334 - $651
228 $36K
ZS
Zscaler, Inc.

Technology
12
+ 13.33%
$174.67 - $315.32 $2.1K - $3.78K
102 $32K
DAL
Delta Air Lines, Inc.

Industrials
292
+ 217.91%
$35.88 - $52.99 $10.5K - $15.5K
426 $20K
CRWD
Crowd Strike Holdings, Inc.

Technology
14
+ 26.92%
$321.63 - $509.31 $4.5K - $7.13K
66 $33K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.25%
$281.67 - $351.0 $282 - $351
403 $141K
GE
General Electric CO

Industrials
34
+ 40.0%
$166.81 - $257.39 $5.67K - $8.75K
119 $30K
VRT
Vertiv Holdings CO

Industrials
151
+ 2.02%
N/A
7.64K $661K
MU
Micron Technology Inc

Technology
3
+ 0.9%
$64.72 - $127.91 $194 - $384
338 $41K
TXN
Texas Instruments Inc

Technology
59
+ 3.41%
N/A
1.79K $347K
CSGP
Costar Group, Inc.

Real Estate
23
+ 0.4%
$72.62 - $83.22 $1.67K - $1.91K
5.77K $463K
XLRE
Select Sector Spdr Tr Real Est

ETFs
218
+ 6.05%
$37.08 - $42.26 $8.08K - $9.21K
3.82K $158K
CPB
Campbell Soup CO

Consumer Defensive
272
New
$30.65 - $39.9 $8.34K - $10.9K
272 $8K
CTVA
Corteva, Inc.

Basic Materials
46
+ 12.3%
$55.52 - $74.53 $2.55K - $3.43K
420 $31K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
57
+ 2.14%
$75.05 - $77.34 $4.28K - $4.41K
2.72K $210K
COF
Capital One Financial Corp

Financial Services
28
+ 107.69%
$150.57 - $212.76 $4.22K - $5.96K
54 $11K
TT
Trane Technologies PLC

Industrials
1
+ 2.04%
$315.21 - $437.41 $315 - $437
50 $21K
JOBY
Joby Aviation, Inc.

Industrials
550
New
$5.33 - $10.55 $2.93K - $5.8K
550 $5K
HPE
Hewlett Packard Enterprise CO

Technology
28
+ 3.19%
$12.51 - $20.45 $350 - $573
907 $18K
INTC
Intel Corp

Technology
221
+ 22.12%
$18.13 - $22.69 $4.01K - $5.01K
1.22K $27K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
118
+ 1.11%
$40.41 - $40.68 $4.77K - $4.8K
10.8K $437K
CVS
Cvs Health Corp

Healthcare
42
+ 2.6%
$60.04 - $70.18 $2.52K - $2.95K
1.66K $114K
STE
Steris PLC

Healthcare
20
+ 400.0%
$208.55 - $252.55 $4.17K - $5.05K
25 $6K
ACHR
Archer Aviation Inc.

Industrials
440
New
$6.2 - $13.3 $2.73K - $5.85K
440 $4K
NET
Cloudflare, Inc.

Technology
21
New
$97.08 - $195.83 $2.04K - $4.11K
21 $4K
BLDE
Blade Air Mobility, Inc.

Industrials
1.23K
New
$2.51 - $4.24 $3.07K - $5.19K
1.23K $4K
CIVI
Civitas Resources, Inc.

Energy
121
New
$24.28 - $35.09 $2.94K - $4.25K
121 $3K
KR
Kroger CO

Consumer Defensive
4
+ 0.7%
$64.62 - $74.0 $258 - $296
574 $41K
CE
Celanese Corp

Basic Materials
55
New
$37.49 - $59.36 $2.06K - $3.26K
55 $3K
HST
Host Hotels & Resorts, Inc.

Real Estate
173
+ 186.02%
$12.7 - $16.07 $2.2K - $2.78K
266 $4K
LPI
Laredo Petroleum, Inc.

Energy
65
+ 71.43%
N/A
156 $7K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
14
New
$87.64 - $143.29 $1.23K - $2.01K
14 $2K
ANSS
Ansys Inc

Technology
2
+ 8.0%
$284.19 - $351.22 $568 - $702
27 $9K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
19
+ 46.34%
$50.86 - $73.83 $966 - $1.4K
60 $4K
ALGN
Align Technology Inc

Healthcare
7
+ 63.64%
$144.32 - $190.42 $1.01K - $1.33K
18 $3K
PSTG
Pure Storage, Inc.

Technology
41
New
$37.18 - $57.58 $1.52K - $2.36K
41 $2K
MKSI
Mks Instruments Inc

Technology
11
+ 100.0%
$58.78 - $100.27 $647 - $1.1K
22 $2K
PBF
Pbf Energy Inc.

Energy
98
New
$14.37 - $24.39 $1.41K - $2.39K
98 $2K
Activity Summary
Buys All Purchases 219 New Holdings 54 Increased Positions 165 Sells All Sells 197 Reductions 197 Sold out 0 Options Calls 2 Puts 0
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