Prestige Wealth Management Group LLC Purchases in Q4 2024

Prestige Wealth Management Group LLC

  • $456 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OMC
Omnicom Group Inc.

Communication Services
540
+ 14.29%
$85.82 - $105.47 $46.3K - $57K
4.32K $371K
LOW
Lowes Companies Inc

Consumer Cyclical
98
+ 5.29%
$244.52 - $284.07 $24K - $27.8K
1.95K $481K
IRM
Iron Mountain Inc

Real Estate
314
+ 8.16%
$101.62 - $128.14 $31.9K - $40.2K
4.16K $437K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
360
+ 0.72%
$57.38 - $61.11 $20.7K - $22K
50.4K $2.94M
VICI
Vici Properties Inc.

Real Estate
1.04K
+ 7.82%
$28.27 - $33.19 $29.4K - $34.5K
14.3K $418K
SBAC
Sba Communications Corp

Real Estate
146
+ 9.61%
$198.24 - $249.31 $28.9K - $36.4K
1.67K $339K
ORCL
Oracle Corp

Technology
70
+ 0.62%
$165.41 - $192.43 $11.6K - $13.5K
11.3K $1.88M
CAT
Caterpillar Inc

Industrials
88
+ 3.63%
$360.37 - $416.88 $31.7K - $36.7K
2.51K $911K
ABBV
Abb Vie Inc.

Healthcare
245
+ 5.94%
$164.99 - $203.87 $40.4K - $49.9K
4.37K $776K
PG
Procter & Gamble CO

Consumer Defensive
48
+ 0.53%
$161.05 - $179.7 $7.73K - $8.63K
9.11K $1.53M
WY
Weyerhaeuser CO

Real Estate
431
+ 4.12%
$27.21 - $33.7 $11.7K - $14.5K
10.9K $306K
ADBE
Adobe Inc.

Technology
39
+ 4.1%
$437.39 - $552.96 $17.1K - $21.6K
991 $440K
KLAC
Kla Corp

Technology
3
+ 0.78%
$614.46 - $829.55 $1.84K - $2.49K
390 $245K
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 1.95%
$385.02 - $431.37 $49.3K - $55.2K
6.69K $2.6M
QCOM
Qualcomm Inc

Technology
29
+ 0.77%
$150.4 - $178.04 $4.36K - $5.16K
3.8K $583K
LLY
Eli Lilly & CO

Healthcare
12
+ 2.02%
$727.2 - $932.06 $8.73K - $11.2K
606 $467K
KO
Coca Cola CO

Consumer Defensive
704
+ 6.51%
$61.74 - $71.71 $43.5K - $50.5K
11.5K $717K
PEP
Pepsico Inc

Consumer Defensive
65
+ 1.55%
$151.29 - $176.1 $9.83K - $11.4K
4.26K $647K
NEE
Nextera Energy Inc

Utilities
352
+ 4.79%
$69.77 - $85.43 $24.6K - $30.1K
7.7K $552K
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.7K
+ 4.18%
$71.75 - $75.11 $1.05M - $1.1M
366K $26.4M
O
Realty Income Corp

Real Estate
827
+ 6.93%
$51.76 - $64.71 $42.8K - $53.5K
12.8K $681K
PSA
Public Storage

Real Estate
192
+ 9.3%
$289.33 - $360.21 $55.6K - $69.2K
2.26K $675K
AMAT
Applied Materials Inc

Technology
4
+ 0.14%
$161.44 - $213.89 $646 - $856
2.93K $476K
CCI
Crown Castle International Corp

Real Estate
419
+ 7.19%
$89.78 - $119.11 $37.6K - $49.9K
6.25K $567K
LMT
Lockheed Martin Corp

Industrials
41
+ 2.53%
$479.66 - $614.62 $19.7K - $25.2K
1.66K $806K
PLD
Prologis, Inc.

Real Estate
858
+ 6.89%
$101.4 - $126.96 $87K - $109K
13.3K $1.41M
VTV
Vanguard Value ETF

ETFs
264
+ 0.65%
$168.32 - $181.87 $44.4K - $48K
40.9K $6.93M
AMT
American Tower Corp

Real Estate
467
+ 7.81%
$179.4 - $232.01 $83.8K - $108K
6.44K $1.18M
XOM
Exxon Mobil Corp

Energy
306
+ 1.22%
$105.51 - $125.37 $32.3K - $38.4K
25.3K $2.72M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
19.2K
+ 3.28%
$42.79 - $44.9 $822K - $863K
604K $25.9M
JNJ
Johnson & Johnson

Healthcare
22
+ 0.08%
$143.34 - $165.86 $3.15K - $3.65K
26.6K $3.85M
Activity Summary
Buys All Purchases 232 New Holdings 50 Increased Positions 182 Sells All Sells 134 Reductions 132 Sold out 2 Options Calls 1 Puts 0
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