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
FSLR
First Solar, Inc.

Technology
11
New
$120.38 - $192.98 $1.32K - $2.12K
11 $1K
AVTR
Avantor, Inc.

Basic Materials
116
+ 60.1%
$11.94 - $16.29 $1.39K - $1.89K
309 $4K
ACLS
Axcelis Technologies Inc

Technology
28
New
$42.42 - $70.92 $1.19K - $1.99K
28 $1K
FAST
Fastenal CO

Industrials
153
+ 100.0%
$40.65 - $83.16 $6.22K - $12.7K
306 $12K
QBTS
D Wave Quantum Inc.

Technology
34
+ 21.25%
$6.22 - $19.04 $211 - $647
194 $2K
IBKR
Interactive Brokers Group, Inc.

Financial Services
18
+ 300.0%
$50.53 - $212.53 $910 - $3.83K
24 $1K
Tempus Ai Inc
500
+ 23.81%
N/A
2.6K $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
3
New
$100.44 - $129.37 $301 - $388
3 $0
Wisdomtree Tr
8.68K
+ 2.27%
N/A
392K $0
Easterly Govt Pptys Inc
64
New
N/A
64 $0
Tko Group Holdings Inc
1.87K
New
N/A
1.87K $0
STZ
Constellation Brands, Inc.

Consumer Defensive
20
+ 12.66%
$160.0 - $195.62 $3.2K - $3.91K
178 $28K
ANNX
Annexon, Inc.

Healthcare
185
New
$1.38 - $2.73 $255 - $505
185 $0
Atlas Energy Solutions Inc
167
New
N/A
167 $0
SAN
Banco Santander, S.A.

Financial Services
83
New
$5.72 - $8.32 $475 - $691
83 $0
ALB
Albemarle Corp

Basic Materials
9
+ 52.94%
$50.76 - $72.25 $457 - $650
26 $1K
BIIB
Biogen Inc.

Healthcare
3
+ 8.57%
$113.38 - $135.49 $340 - $406
38 $4K
Blackrock Inc
21
+ 5.17%
N/A
427 $0
Vertical Aerospace LTD
850
New
N/A
850 $0
WHD
Cactus, Inc.

Energy
9
New
$35.05 - $47.38 $315 - $426
9 $0
CHRD
Oasis Petroleum Inc.

Energy
8
New
$82.03 - $113.54 $656 - $908
8 $0
UTHR
United Therapeutics Corp

Healthcare
1
+ 12.5%
$276.47 - $328.4 $276 - $328
9 $2K
Cava Group Inc
14
+ 56.0%
N/A
39 $0
CDE
Coeur Mining, Inc.

Basic Materials
80
New
$4.81 - $9.46 $385 - $757
80 $0
Coherent Corp
51
+ 48.11%
N/A
157 $0
TREX
Trex CO Inc

Industrials
6
+ 26.09%
$50.52 - $61.77 $303 - $371
29 $1K
WGO
Winnebago Industries Inc

Consumer Cyclical
4
+ 19.05%
$28.24 - $37.27 $113 - $149
25 $0
OKTA
Okta, Inc.

Technology
8
New
$91.24 - $127.3 $730 - $1.02K
8 $0
SRPT
Sarepta Therapeutics, Inc.

Healthcare
28
New
$17.1 - $63.66 $479 - $1.78K
28 $0
OXYWS
Occidental Pete Corp Wt Exp 08
6
+ 33.33%
N/A
24 $0
KKR
Kkr & Co. Inc.

Financial Services
6
New
$92.79 - $134.29 $557 - $806
6 $0
Ralliant Corp
27
New
N/A
27 $0
MEDP
Medpace Holdings, Inc.

Healthcare
1
New
$277.23 - $315.28 $277 - $315
1 $0
PUMP
Pro Petro Holding Corp.

Energy
226
+ 54.46%
$4.83 - $7.59 $1.09K - $1.72K
641 $3K
MNST
Monster Beverage Corp

Consumer Defensive
5
+ 62.5%
$55.01 - $64.24 $275 - $321
13 $0
BTU
Peabody Energy Corp

Energy
34
New
$10.31 - $15.28 $351 - $520
34 $0
Nextracker Inc
6
New
N/A
6 $0
PZG
Paramount Gold Nevada Corp.

Basic Materials
20
New
$0.35 - $0.62 $7 - $12.4
20 $0
Pagaya Technologies LTD
25
New
N/A
25 $0
ALCC
Alt C Acquisition Corp.

Financial Services
120
+ 1.75%
N/A
6.97K $0
ROP
Roper Technologies Inc

Industrials
2
+ 4.76%
$519.19 - $590.78 $1.04K - $1.18K
44 $24K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2
+ 0.8%
$18.94 - $21.67 $37.9 - $43.3
251 $5K
JXN
Jackson Financial Inc.

Financial Services
5
New
$70.35 - $89.5 $352 - $448
5 $0
CTRA
Coterra Energy Inc.

Energy
26
+ 30.59%
$22.6 - $29.07 $588 - $756
111 $2K
Smurfit Westrock PLC
9
New
N/A
9 $0
GXO
Gxo Logistics, Inc.

Industrials
10
New
$31.53 - $49.1 $315 - $491
10 $0
Fortrea Hldgs Inc
126
+ 91.3%
N/A
264 $0
EPAM
Epam Systems, Inc.

Technology
5
New
N/A
5 $0
ENOV
Enovis Corp

Industrials
27
New
$29.65 - $37.35 $801 - $1.01K
27 $0
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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