Prestige Wealth Management Group LLC Incresed Positions in Q2 2025

Prestige Wealth Management Group LLC

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLB
Select Sector Spdr Fd Material

ETFs
145K
+ 32366.96%
$74.27 - $88.92 $10.8M - $12.9M
145K $12.8M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
11K
+ 1.75%
$71.28 - $83.74 $786K - $923K
642K $53.8M
MSFT
Microsoft Corp

Technology
80
+ 0.32%
$354.56 - $497.45 $28.4K - $39.8K
24.9K $12.4M
NVDA
Nvidia Corp

Technology
561
+ 1.04%
$94.31 - $157.99 $52.9K - $88.6K
54.5K $8.62M
VUG
Vanguard Growth ETF

ETFs
314
+ 1.72%
$329.49 - $438.4 $103K - $138K
18.6K $8.14M
XLK
Technology Sector Spdr

ETFs
273
+ 1.01%
$179.73 - $253.23 $49.1K - $69.1K
27.3K $6.92M
LLY
Eli Lilly & CO

Healthcare
1.48K
+ 264.17%
$713.71 - $898.95 $1.06M - $1.33M
2.04K $1.59M
XLC
Select Sector Spdr Tr Communic

ETFs
1.42K
+ 2.11%
$86.13 - $108.53 $122K - $154K
68.7K $7.46M
VTV
Vanguard Value ETF

ETFs
2.64K
+ 5.22%
$153.67 - $176.74 $406K - $467K
53.2K $9.41M
SKYY
First Trust Cloud Computing Et

ETFs
1.6K
+ 7.32%
$89.46 - $121.64 $143K - $195K
23.5K $2.86M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
598
+ 0.84%
$70.44 - $86.87 $42.1K - $51.9K
71.5K $6.21M
MS
Morgan Stanley

Financial Services
2.95K
+ 627.02%
$99.83 - $140.86 $294K - $415K
3.42K $481K
UBER
Uber Technologies, Inc

Technology
4.52K
+ 4917.39%
$64.62 - $93.3 $292K - $422K
4.62K $430K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.08K
+ 2.14%
$66.87 - $79.47 $139K - $165K
99.1K $7.87M
ETN
Eaton Corp PLC

Industrials
394
+ 20.08%
$246.52 - $356.99 $97.1K - $141K
2.36K $841K
NOW
Service Now, Inc.

Technology
279
+ 620.0%
$721.65 - $1040.18 $201K - $290K
324 $333K
THC
Tenet Healthcare Corp

Healthcare
1.58K
+ 780.69%
$110.41 - $176.0 $174K - $278K
1.78K $313K
GS
Goldman Sachs Group Inc

Financial Services
11
+ 0.66%
$462.22 - $707.75 $5.08K - $7.79K
1.67K $1.18M
INVH
Invitation Homes Inc.

Real Estate
7.73K
+ 7502.91%
$30.53 - $35.47 $236K - $274K
7.83K $256K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.69K
+ 2.86%
$54.27 - $63.01 $91.7K - $106K
60.8K $3.81M
SBUX
Starbucks Corp

Consumer Cyclical
2.75K
+ 379.72%
$79.69 - $99.41 $219K - $274K
3.48K $318K
CEG
Constellation Energy Corp

Utilities
52
+ 2.9%
$170.96 - $322.76 $8.89K - $16.8K
1.85K $595K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
394
+ 1.15%
$72.61 - $88.75 $28.6K - $35K
34.8K $3.08M
MO
Altria Group, Inc.

Consumer Defensive
3.88K
+ 1037.7%
$55.56 - $60.91 $216K - $236K
4.26K $249K
COST
Costco Wholesale Corp

Consumer Defensive
103
+ 3.84%
$908.13 - $1056.85 $93.5K - $109K
2.79K $2.76M
DIS
Walt Disney CO

Communication Services
195
+ 2.68%
$81.72 - $124.01 $15.9K - $24.2K
7.48K $927K
LYV
Live Nation Entertainment, Inc.

Communication Services
874
+ 25.53%
$118.81 - $151.28 $104K - $132K
4.3K $650K
ALL
Allstate Corp

Financial Services
983
+ 375.19%
$180.53 - $212.64 $177K - $209K
1.25K $250K
ETR
Entergy Corp

Utilities
2.27K
+ 1644.93%
$79.01 - $86.61 $179K - $197K
2.41K $200K
CAT
Caterpillar Inc

Industrials
34
+ 1.35%
$273.94 - $388.21 $9.31K - $13.2K
2.56K $992K
V
Visa Inc.

Financial Services
225
+ 2.2%
$308.27 - $373.31 $69.4K - $84K
10.5K $3.71M
INTU
Intuit Inc

Technology
1
+ 0.14%
$544.07 - $787.63 $544 - $788
701 $552K
NEE
Nextera Energy Inc

Utilities
1.95K
+ 24.82%
$64.11 - $75.0 $125K - $146K
9.79K $679K
AMAT
Applied Materials Inc

Technology
1
+ 0.03%
$126.95 - $183.52 $127 - $184
2.93K $536K
HON
Honeywell International Inc

Industrials
109
+ 3.1%
$182.86 - $232.88 $19.9K - $25.4K
3.63K $844K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
633
+ 1.77%
$67.03 - $80.35 $42.4K - $50.9K
36.4K $2.91M
CSCO
Cisco Systems, Inc.

Technology
178
+ 1.59%
$53.19 - $69.38 $9.47K - $12.3K
11.3K $787K
WM
Waste Management Inc

Industrials
444
+ 32.58%
$216.47 - $242.1 $96.1K - $107K
1.81K $413K
IEF
Ishares Barclays

ETFs
950
+ 2209.3%
$93.15 - $96.56 $88.5K - $91.7K
993 $95K
WBD
Warner Bros. Discovery, Inc.

Communication Services
4.45K
+ 8.78%
$7.69 - $11.46 $34.2K - $51K
55.1K $631K
ADP
Automatic Data Processing Inc

Industrials
222
+ 3.95%
$276.76 - $326.81 $61.4K - $72.6K
5.85K $1.8M
EA
Electronic Arts Inc.

Communication Services
92
+ 2.43%
$132.53 - $159.7 $12.2K - $14.7K
3.88K $619K
PARA
Paramount Global

Communication Services
4.31K
+ 33.78%
$10.65 - $12.9 $45.9K - $55.7K
17.1K $220K
TRV
Travelers Companies, Inc.

Financial Services
246
+ 78.85%
$233.83 - $276.34 $57.5K - $68K
558 $149K
AMGN
Amgen Inc

Healthcare
350
+ 34.41%
$262.28 - $309.85 $91.8K - $108K
1.37K $381K
MAR
Marriott International Inc

Consumer Cyclical
149
+ 37.25%
$211.12 - $274.14 $31.5K - $40.8K
549 $149K
MTCH
Match Group, Inc.

Communication Services
1.58K
+ 29.18%
$27.03 - $31.93 $42.8K - $50.5K
7.01K $216K
SPY
Spdr S&P 500 ETF Trust

ETFs
54
+ 23.79%
$496.48 - $617.85 $26.8K - $33.4K
281 $173K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.62%
$456.74 - $568.03 $2.28K - $2.84K
807 $458K
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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