Prestige Wealth Management Group LLC Incresed Positions in Q1 2025

Prestige Wealth Management Group LLC

  • $447 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
99.8K
+ 207.3%
$137.61 - $149.68 $13.7M - $14.9M
148K $21.6M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
49.1K
+ 8.12%
$42.36 - $43.8 $2.08M - $2.15M
654K $28.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
22.8K
+ 6.23%
$71.17 - $73.66 $1.62M - $1.68M
389K $28.6M
VTV
Vanguard Value ETF

ETFs
9.68K
+ 23.65%
$167.73 - $179.21 $1.62M - $1.73M
50.6K $8.74M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
65.7K
+ 31.32%
$23.87 - $24.35 $1.57M - $1.6M
275K $6.6M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
32.6K
+ 4.5%
$36.63 - $37.45 $1.19M - $1.22M
757K $27.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
17K
+ 21.28%
$75.47 - $84.24 $1.29M - $1.43M
97.1K $7.48M
JNJ
Johnson & Johnson

Healthcare
2.16K
+ 8.13%
$142.06 - $167.7 $307K - $363K
28.8K $4.78M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
8.73K
+ 17.32%
$58.32 - $65.09 $509K - $568K
59.1K $3.56M
FMB
First Tr Exchange Traded Fd Ii

ETFs
12.7K
+ 14.79%
$50.17 - $51.45 $636K - $652K
98.4K $4.96M
V
Visa Inc.

Financial Services
75
+ 0.74%
$306.92 - $362.71 $23K - $27.2K
10.2K $3.59M
VHT
Vanguard Health Care ETF

ETFs
1.3K
+ 2490.38%
$254.06 - $273.83 $329K - $355K
1.35K $356K
VRT
Vertiv Holdings CO

Industrials
3.79K
+ 102.57%
N/A
7.49K $648K
ESS
Essex Property Trust, Inc.

Real Estate
973
+ 32433.33%
N/A
976 $266K
WELL
Welltower Inc.

Real Estate
297
+ 3.71%
$124.05 - $156.86 $36.8K - $46.6K
8.3K $1.27M
AMT
American Tower Corp

Real Estate
150
+ 2.33%
$173.46 - $217.6 $26K - $32.6K
6.59K $1.43M
T
At&T Inc.

Communication Services
742
+ 1.86%
$21.56 - $28.28 $16K - $21K
40.7K $1.15M
NFLX
Netflix Inc

Communication Services
143
+ 6.36%
$828.4 - $1058.6 $118K - $151K
2.39K $2.23M
CEG
Constellation Energy Corp

Utilities
1.19K
+ 196.53%
$201.63 - $347.44 $240K - $413K
1.79K $361K
APD
Air Products & Chemicals, Inc.

Basic Materials
699
+ 63.14%
$283.24 - $338.07 $198K - $236K
1.81K $532K
VZ
Verizon Communications Inc

Communication Services
2.06K
+ 10.03%
$37.81 - $46.49 $77.9K - $95.8K
22.6K $1.03M
DD
Du Pont De Nemours, Inc.

Basic Materials
2.45K
+ 950.0%
$72.7 - $84.32 $178K - $207K
2.71K $202K
ABBV
Abb Vie Inc.

Healthcare
99
+ 2.27%
$169.2 - $216.66 $16.8K - $21.4K
4.47K $935K
KO
Coca Cola CO

Consumer Defensive
196
+ 1.7%
$60.81 - $72.32 $11.9K - $14.2K
11.7K $838K
PLD
Prologis, Inc.

Real Estate
265
+ 1.99%
$103.59 - $124.04 $27.5K - $32.9K
13.6K $1.52M
PNW
Pinnacle West Capital Corp

Utilities
1.03K
+ 10250.0%
$81.76 - $95.25 $83.8K - $97.6K
1.04K $98K
CCI
Crown Castle International Corp

Real Estate
88
+ 1.41%
$84.33 - $106.39 $7.42K - $9.36K
6.34K $660K
ABT
Abbott Laboratories

Healthcare
47
+ 1.06%
$111.1 - $140.22 $5.22K - $6.59K
4.48K $593K
MA
Mastercard Inc

Financial Services
45
+ 1.74%
$504.67 - $576.31 $22.7K - $25.9K
2.64K $1.44M
ADP
Automatic Data Processing Inc

Industrials
24
+ 0.43%
$286.85 - $318.64 $6.88K - $7.65K
5.63K $1.72M
UNH
Unitedhealth Group Inc

Healthcare
16
+ 0.44%
$461.52 - $548.18 $7.38K - $8.77K
3.66K $1.92M
VTR
Ventas, Inc.

Real Estate
179
+ 2.94%
$56.9 - $70.47 $10.2K - $12.6K
6.27K $431K
O
Realty Income Corp

Real Estate
246
+ 1.93%
$51.67 - $58.49 $12.7K - $14.4K
13K $754K
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.56%
$279.74 - $321.29 $4.48K - $5.14K
2.89K $901K
NWSA
News Corp

Communication Services
2.37K
+ 29.31%
$26.29 - $30.49 $62.3K - $72.3K
10.5K $284K
AMGN
Amgen Inc

Healthcare
27
+ 2.73%
$258.59 - $327.36 $6.98K - $8.84K
1.02K $316K
VICI
Vici Properties Inc.

Real Estate
237
+ 1.65%
$28.21 - $32.68 $6.69K - $7.75K
14.6K $475K
CSGP
Costar Group, Inc.

Real Estate
103
+ 1.83%
$69.29 - $80.37 $7.14K - $8.28K
5.74K $454K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
20
+ 1.39%
$208.48 - $244.03 $4.17K - $4.88K
1.46K $356K
MDT
Medtronic PLC

Healthcare
86
+ 2.02%
$79.84 - $94.5 $6.87K - $8.13K
4.35K $390K
WEC
Wec Energy Group, Inc.

Utilities
361
+ 58.99%
$92.12 - $108.98 $33.3K - $39.3K
973 $106K
WM
Waste Management Inc

Industrials
43
+ 3.26%
$200.54 - $233.78 $8.62K - $10.1K
1.36K $315K
CHTR
Charter Communications, Inc.

Communication Services
13
+ 0.77%
$334.89 - $384.77 $4.35K - $5K
1.7K $624K
CME
Cme Group Inc.

Financial Services
19
+ 1.54%
$225.82 - $266.54 $4.29K - $5.06K
1.25K $331K
ELV
Elevance Health, Inc.

Healthcare
20
+ 3.55%
$365.9 - $436.25 $7.32K - $8.73K
583 $253K
CMCSA
Comcast Corp

Communication Services
1.68K
+ 6.14%
$33.19 - $38.23 $55.7K - $64.2K
29K $1.07M
ICE
Intercontinental Exchange, Inc.

Financial Services
36
+ 2.55%
$142.8 - $176.36 $5.14K - $6.35K
1.45K $250K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.58K
+ 25.92%
$22.46 - $23.26 $35.6K - $36.8K
7.69K $178K
CSCO
Cisco Systems, Inc.

Technology
195
+ 1.78%
$58.74 - $64.87 $11.5K - $12.6K
11.2K $689K
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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