Prestige Wealth Management Group LLC Incresed Positions in Q3 2025

Prestige Wealth Management Group LLC

  • $491 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.57K
+ 1.13%
$89.29 - $100.17 $319K - $358K
320K $32M
GOOGL
Alphabet Inc.

Communication Services
1.98K
+ 5.39%
$174.36 - $254.72 $345K - $504K
38.7K $9.4M
ABBV
Abb Vie Inc.

Healthcare
7.6K
+ 165.13%
$184.85 - $231.54 $1.4M - $1.76M
12.2K $2.82M
JNJ
Johnson & Johnson

Healthcare
892
+ 3.34%
$155.17 - $185.42 $138K - $165K
27.6K $5.12M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
18.7K
+ 2.58%
$37.14 - $37.85 $695K - $708K
745K $28.1M
AVGO
Broadcom Inc.

Technology
272
+ 2.18%
$264.74 - $369.57 $72K - $101K
12.7K $4.2M
ORCL
Oracle Corp

Technology
81
+ 0.72%
$218.96 - $328.33 $17.7K - $26.6K
11.4K $3.21M
TSLA
Tesla, Inc.

Consumer Cyclical
245
+ 5.25%
$293.94 - $444.72 $72K - $109K
4.91K $2.18M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
6.56K
+ 1.04%
$43.1 - $44.6 $283K - $292K
635K $28.1M
MSFT
Microsoft Corp

Technology
256
+ 1.03%
$491.09 - $535.64 $126K - $137K
25.2K $13M
GE
General Electric CO

Industrials
1.74K
+ 1458.82%
$244.75 - $305.63 $425K - $531K
1.86K $558K
JPM
Jpmorgan Chase & CO

Financial Services
171
+ 1.19%
$282.78 - $316.06 $48.4K - $54K
14.5K $4.57M
AXP
American Express CO

Financial Services
985
+ 144.43%
$294.27 - $342.31 $290K - $337K
1.67K $553K
XLP
Consumer Staples Sector Spdr

ETFs
4.33K
+ 2.75%
N/A
162K $12.3M
DASH
Door Dash, Inc.

Communication Services
1.12K
+ 5878.95%
$234.5 - $272.5 $262K - $304K
1.14K $308K
HD
Home Depot, Inc.

Consumer Cyclical
144
+ 2.43%
$357.4 - $423.42 $51.5K - $61K
6.07K $2.46M
WELL
Welltower Inc.

Real Estate
350
+ 4.18%
$150.71 - $178.14 $52.7K - $62.3K
8.73K $1.55M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.17K
+ 8350.0%
$118.3 - $142.16 $257K - $309K
2.2K $266K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.4K
+ 18.22%
$48.5 - $50.19 $213K - $221K
28.5K $1.43M
BAC
Bank Of America Corp

Financial Services
880
+ 1.92%
$44.92 - $52.42 $39.5K - $46.1K
46.8K $2.41M
ACM
Aecom

Industrials
1.83K
+ 2058.43%
$111.08 - $132.99 $203K - $244K
1.92K $250K
CAT
Caterpillar Inc

Industrials
11
+ 0.43%
$390.92 - $477.15 $4.3K - $5.25K
2.57K $1.22M
NOW
Service Now, Inc.

Technology
285
+ 87.96%
$850.86 - $1044.69 $242K - $298K
609 $560K
EA
Electronic Arts Inc.

Communication Services
135
+ 3.48%
$147.79 - $202.05 $20K - $27.3K
4.02K $810K
PLD
Prologis, Inc.

Real Estate
386
+ 2.9%
$104.08 - $115.35 $40.2K - $44.5K
13.7K $1.57M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
132
+ 5.38%
$224.68 - $282.71 $29.7K - $37.3K
2.58K $721K
GS
Goldman Sachs Group Inc

Financial Services
17
+ 1.02%
$696.56 - $806.32 $11.8K - $13.7K
1.69K $1.34M
XOM
Exxon Mobil Corp

Energy
232
+ 0.92%
$105.83 - $117.22 $24.6K - $27.2K
25.5K $2.88M
CVX
Chevron Corp

Energy
857
+ 118.53%
$145.57 - $161.83 $125K - $139K
1.58K $245K
SPG
Simon Property Group Inc

Real Estate
132
+ 3.11%
$159.93 - $187.67 $21.1K - $24.8K
4.38K $821K
TMUS
T Mobile Us, Inc.

Communication Services
439
+ 17.83%
$226.02 - $259.01 $99.2K - $114K
2.9K $694K
CBRE
Cbre Group, Inc.

Real Estate
93
+ 2.26%
$137.04 - $165.9 $12.7K - $15.4K
4.21K $663K
APH
Amphenol Corp

Technology
37
+ 1.15%
$97.39 - $125.4 $3.6K - $4.64K
3.25K $402K
O
Realty Income Corp

Real Estate
710
+ 5.58%
$56.13 - $60.79 $39.9K - $43.2K
13.4K $817K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.04K
+ 38.35%
$76.16 - $78.59 $79.4K - $82K
3.76K $293K
UBER
Uber Technologies, Inc

Technology
597
+ 12.93%
$86.91 - $99.57 $51.9K - $59.4K
5.21K $510K
NEE
Nextera Energy Inc

Utilities
251
+ 2.56%
$69.77 - $77.54 $17.5K - $19.5K
10K $758K
FOXA
Fox Corp

Communication Services
449
+ 7.43%
$53.87 - $63.06 $24.2K - $28.3K
6.49K $409K
AMAT
Applied Materials Inc

Technology
17
+ 0.58%
$156.25 - $204.95 $2.66K - $3.48K
2.95K $603K
VTR
Ventas, Inc.

Real Estate
329
+ 5.16%
$62.76 - $69.99 $20.6K - $23K
6.71K $469K
MS
Morgan Stanley

Financial Services
34
+ 1.0%
$139.09 - $161.16 $4.73K - $5.48K
3.45K $548K
LMT
Lockheed Martin Corp

Industrials
12
+ 0.72%
$410.74 - $499.21 $4.93K - $5.99K
1.67K $835K
ETN
Eaton Corp PLC

Industrials
51
+ 2.16%
$342.99 - $392.76 $17.5K - $20K
2.41K $900K
MDT
Medtronic PLC

Healthcare
239
+ 5.37%
$87.67 - $95.74 $21K - $22.9K
4.69K $446K
THC
Tenet Healthcare Corp

Healthcare
27
+ 1.52%
$148.38 - $203.04 $4.01K - $5.48K
1.81K $366K
MCD
Mcdonalds Corp

Consumer Cyclical
57
+ 1.98%
$291.67 - $316.99 $16.6K - $18.1K
2.94K $893K
VZ
Verizon Communications Inc

Communication Services
844
+ 4.14%
$40.84 - $45.06 $34.5K - $38K
21.2K $933K
CSGP
Costar Group, Inc.

Real Estate
259
+ 4.49%
$81.42 - $96.83 $21.1K - $25.1K
6.02K $508K
PEP
Pepsico Inc

Consumer Defensive
52
+ 1.24%
$133.81 - $152.16 $6.96K - $7.91K
4.26K $598K
Activity Summary
Buys All Purchases 201 New Holdings 30 Increased Positions 171 Sells All Sells 141 Reductions 141 Sold out 0 Options Calls 0 Puts 0
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