Prestige Wealth Management Group LLC Purchases in Q1 2025

Prestige Wealth Management Group LLC

  • $447 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NOV
Nov Inc.

Energy
28
New
$13.99 - $16.43 $392 - $460
28 $0
NOK
Nokia Corp

Technology
26
+ 200.0%
$4.43 - $5.42 $115 - $141
39 $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 1.82%
$169.43 - $182.84 $169 - $183
56 $9K
Newsmax Inc
434
New
N/A
434 $0
Linde PLC
53
+ 2.49%
N/A
2.18K $0
Millrose Pptys Inc
168
New
N/A
168 $0
MATV
Schweitzer Mauduit International Inc

Basic Materials
66
New
$5.67 - $10.97 $374 - $724
66 $0
PII
Polaris Inc.

Consumer Cyclical
10
New
$40.9 - $58.36 $409 - $584
10 $0
PRME
Prime Medicine, Inc.
434
New
$1.72 - $3.35 $746 - $1.45K
434 $0
MGY
Magnolia Oil & Gas Corp

Energy
18
New
$22.26 - $26.58 $401 - $478
18 $0
OGN
Organon & Co.

Healthcare
33
+ 1.36%
$14.29 - $16.41 $472 - $542
2.47K $36K
OLN
Olin Corp

Basic Materials
17
+ 17.0%
$23.36 - $34.41 $397 - $585
117 $2K
AVB
Avalonbay Communities Inc

Real Estate
44
+ 2.15%
$207.86 - $228.08 $9.15K - $10K
2.09K $449K
MCHP
Microchip Technology Inc

Technology
3
+ 3.19%
$48.41 - $64.3 $145 - $193
97 $4K
ITW
Illinois Tool Works Inc

Industrials
25
+ 1.93%
$244.9 - $274.48 $6.12K - $6.86K
1.32K $328K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
8
+ 4.08%
$48.65 - $66.04 $389 - $528
204 $10K
SIG
Signet Jewelers LTD

Consumer Cyclical
8
+ 4.32%
$46.42 - $78.03 $371 - $624
193 $11K
APH
Amphenol Corp

Technology
131
+ 4.22%
$61.62 - $78.55 $8.07K - $10.3K
3.24K $212K
TER
Teradyne, Inc

Technology
13
+ 13.54%
$82.6 - $140.0 $1.07K - $1.82K
109 $9K
DDOG
Datadog, Inc.

Technology
17
+ 13.49%
$98.68 - $151.89 $1.68K - $2.58K
143 $14K
MRVL
Marvell Technology, Inc.

Technology
40
+ 25.81%
$61.57 - $126.06 $2.46K - $5.04K
195 $12K
WDC
Western Digital Corp

Technology
9
+ 3.44%
$40.43 - $72.03 $364 - $648
271 $10K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.25%
$313.1 - $349.83 $313 - $350
402 $127K
CVLG
Covenant Logistics Group, Inc.

Industrials
700
+ 100.0%
$22.2 - $29.12 $15.5K - $20.4K
1.4K $31K
INTU
Intuit Inc

Technology
4
+ 0.57%
$555.63 - $630.23 $2.22K - $2.52K
700 $429K
ADI
Analog Devices Inc

Technology
26
+ 1.9%
$201.56 - $243.82 $5.24K - $6.34K
1.39K $280K
SPG
Simon Property Group Inc

Real Estate
85
+ 2.01%
$159.48 - $187.78 $13.6K - $16K
4.31K $716K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.27%
$271.18 - $303.12 $814 - $909
1.13K $310K
PNC
Pnc Financial Services Group, Inc.

Financial Services
31
+ 2.16%
$168.84 - $202.89 $5.23K - $6.29K
1.47K $258K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2
+ 0.25%
$507.05 - $563.67 $1.01K - $1.13K
802 $412K
WMT
Walmart Inc.

Consumer Defensive
561
+ 2.04%
$84.5 - $105.05 $47.4K - $58.9K
28.1K $2.47M
LOW
Lowes Companies Inc

Consumer Cyclical
10
+ 0.51%
$222.66 - $268.42 $2.23K - $2.68K
1.96K $457K
DHR
Danaher Corp

Healthcare
44
+ 3.14%
$201.62 - $250.59 $8.87K - $11K
1.45K $296K
HON
Honeywell International Inc

Industrials
70
+ 2.03%
$202.75 - $226.52 $14.2K - $15.9K
3.52K $745K
PEG
Public Service Enterprise Group Inc

Utilities
6
+ 0.04%
$78.2 - $90.39 $469 - $542
16.8K $1.39M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4.55K
+ 1.45%
$83.18 - $89.27 $379K - $407K
319K $26.7M
UEC
Uranium Energy Corp

Energy
1K
+ 2.93%
$4.77 - $8.2 $4.79K - $8.23K
35.3K $168K
LMT
Lockheed Martin Corp

Industrials
7
+ 0.42%
$423.19 - $506.29 $2.96K - $3.54K
1.67K $744K
IRM
Iron Mountain Inc

Real Estate
103
+ 2.48%
$82.79 - $111.31 $8.53K - $11.5K
4.26K $366K
CAT
Caterpillar Inc

Industrials
9
+ 0.36%
$326.75 - $407.63 $2.94K - $3.67K
2.52K $831K
EQIX
Equinix Inc

Real Estate
59
+ 4.36%
$803.0 - $959.97 $47.4K - $56.6K
1.41K $1.15M
DLR
Digital Realty Trust, Inc.

Real Estate
136
+ 3.12%
$142.1 - $183.56 $19.3K - $25K
4.5K $644K
AVGO
Broadcom Inc.

Technology
2.81K
+ 28.31%
$167.43 - $244.7 $470K - $686K
12.7K $2.13M
MRK
Merck & Co., Inc.

Healthcare
487
+ 1.55%
$83.01 - $101.02 $40.4K - $49.2K
31.8K $2.86M
ORCL
Oracle Corp

Technology
36
+ 0.32%
$139.81 - $186.47 $5.03K - $6.71K
11.3K $1.58M
GOOGL
Alphabet Inc.

Communication Services
577
+ 1.59%
$154.33 - $206.19 $89K - $119K
36.8K $5.69M
Activity Summary
Buys All Purchases 197 New Holdings 33 Increased Positions 164 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 2 Puts 0
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