Prestige Wealth Management Group LLC Incresed Positions in Q4 2024

Prestige Wealth Management Group LLC

  • $456 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICVT
Ishares Tr Convertible Bond Et

ETFs
314K
+ 323880.41%
$83.09 - $89.28 $26.1M - $28M
314K $26.7M
NVDA
Nvidia Corp

Technology
6.97K
+ 14.1%
$117.0 - $148.88 $815K - $1.04M
56.4K $7.57M
XLP
Consumer Staples Sector Spdr

ETFs
11.2K
+ 7.33%
N/A
165K $12.5M
AMZN
Amazon Com Inc

Consumer Cyclical
481
+ 2.17%
$180.88 - $232.93 $87K - $112K
22.6K $4.96M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.08%
$213.65 - $479.86 $855 - $1.92K
5.27K $2.13M
NFLX
Netflix Inc

Communication Services
316
+ 16.34%
$687.65 - $936.56 $217K - $296K
2.25K $2.01M
AVGO
Broadcom Inc.

Technology
117
+ 1.19%
$159.67 - $250.0 $18.7K - $29.3K
9.91K $2.3M
JPM
Jpmorgan Chase & CO

Financial Services
310
+ 2.15%
$205.18 - $250.29 $63.6K - $77.6K
14.7K $3.53M
V
Visa Inc.

Financial Services
206
+ 2.07%
$273.87 - $320.91 $56.4K - $66.1K
10.2K $3.21M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
27K
+ 3.88%
$36.54 - $37.53 $988K - $1.01M
725K $26.7M
VTI
Vanguard Total Stock Market Et

ETFs
833
+ 284.3%
$280.04 - $302.45 $233K - $252K
1.13K $326K
FMB
First Tr Exchange Traded Fd Ii

ETFs
6.02K
+ 7.55%
$50.62 - $52.07 $305K - $313K
85.7K $4.37M
EQIX
Equinix Inc

Real Estate
171
+ 14.48%
$865.69 - $985.0 $148K - $168K
1.35K $1.27M
UEC
Uranium Energy Corp

Energy
33.3K
+ 3326.5%
$6.55 - $8.6 $218K - $286K
34.3K $229K
BAC
Bank Of America Corp

Financial Services
521
+ 1.11%
$39.22 - $47.77 $20.4K - $24.9K
47.5K $2.09M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.55K
+ 479.85%
$74.5 - $78.37 $190K - $200K
3.08K $230K
MA
Mastercard Inc

Financial Services
209
+ 8.78%
$491.3 - $536.15 $103K - $112K
2.59K $1.36M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
326
+ 68.78%
$521.84 - $558.82 $170K - $182K
800 $431K
TTWO
Take Two Interactive Software Inc

Communication Services
444
+ 14.29%
$147.66 - $190.46 $65.6K - $84.6K
3.55K $653K
FOXA
Fox Corp

Communication Services
3.04K
+ 68.32%
$41.35 - $49.99 $126K - $152K
7.48K $363K
ADP
Automatic Data Processing Inc

Industrials
278
+ 5.22%
$280.08 - $307.97 $77.9K - $85.6K
5.6K $1.64M
HON
Honeywell International Inc

Industrials
479
+ 16.13%
$202.84 - $236.0 $97.2K - $113K
3.45K $779K
BMY
Bristol Myers Squibb CO

Healthcare
403
+ 1.42%
$51.92 - $59.94 $20.9K - $24.2K
28.8K $1.63M
WBD
Warner Bros. Discovery, Inc.

Communication Services
4.15K
+ 8.99%
$7.33 - $12.37 $30.4K - $51.4K
50.4K $534K
LYV
Live Nation Entertainment, Inc.

Communication Services
765
+ 28.84%
$109.06 - $140.54 $83.4K - $108K
3.42K $442K
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 2.82%
$873.59 - $994.69 $64.6K - $73.6K
2.7K $2.47M
GS
Goldman Sachs Group Inc

Financial Services
18
+ 1.1%
$486.1 - $608.57 $8.75K - $11K
1.66K $949K
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.3K
+ 299.81%
$25.93 - $105.3 $1.38M - $5.61M
71K $1.98M
CSCO
Cisco Systems, Inc.

Technology
848
+ 8.37%
$52.45 - $60.02 $44.5K - $50.9K
11K $649K
DLR
Digital Realty Trust, Inc.

Real Estate
131
+ 3.1%
$156.46 - $195.69 $20.5K - $25.6K
4.36K $773K
MCK
Mckesson Corp

Healthcare
8
+ 0.88%
$482.27 - $628.5 $3.86K - $5.03K
919 $523K
CBRE
Cbre Group, Inc.

Real Estate
323
+ 8.44%
$119.22 - $140.71 $38.5K - $45.4K
4.15K $545K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
84.3K
+ 200.04%
$22.01 - $66.82 $1.86M - $5.63M
126K $2.87M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
27
+ 0.03%
$78.43 - $87.17 $2.12K - $2.35K
80K $6.42M
AXON
Axon Enterprise, Inc.

Industrials
49
+ 59.76%
$399.22 - $689.78 $19.6K - $33.8K
131 $77K
KHC
Kraft Heinz CO

Consumer Defensive
1.37K
+ 413.6%
$30.1 - $36.02 $41.2K - $49.3K
1.7K $52K
ABT
Abbott Laboratories

Healthcare
347
+ 8.5%
$111.93 - $119.39 $38.8K - $41.4K
4.43K $501K
APH
Amphenol Corp

Technology
354
+ 12.87%
$62.07 - $75.35 $22K - $26.7K
3.11K $215K
PARA
Paramount Global

Communication Services
3.37K
+ 35.94%
$10.27 - $11.57 $34.7K - $39K
12.8K $133K
AVB
Avalonbay Communities Inc

Real Estate
201
+ 10.88%
$216.28 - $237.81 $43.5K - $47.8K
2.05K $450K
WELL
Welltower Inc.

Real Estate
380
+ 4.99%
$123.11 - $139.3 $46.8K - $52.9K
8K $1.01M
NWSA
News Corp

Communication Services
951
+ 13.33%
$25.68 - $29.86 $24.4K - $28.4K
8.09K $222K
CME
Cme Group Inc.

Financial Services
77
+ 6.68%
$221.17 - $246.02 $17K - $18.9K
1.23K $285K
ETN
Eaton Corp PLC

Industrials
85
+ 4.43%
$326.96 - $377.52 $27.8K - $32.1K
2K $665K
AFRM
Affirm Holdings, Inc.

Technology
332
+ 78.12%
$38.48 - $72.86 $12.8K - $24.2K
757 $46K
SPY
Spdr S&P 500 ETF Trust

ETFs
40
+ 27.59%
$567.81 - $607.81 $22.7K - $24.3K
185 $108K
XLRE
Select Sector Spdr Tr Real Est

ETFs
871
+ 35.26%
$40.06 - $45.21 $34.9K - $39.4K
3.34K $135K
ACN
Accenture PLC

Technology
72
+ 4.44%
$343.9 - $376.86 $24.8K - $27.1K
1.69K $595K
ESLT
Elbit Systems LTD

Industrials
75
+ 150.0%
$201.1 - $263.5 $15.1K - $19.8K
125 $32K
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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