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
CB
Chubb LTD

Financial Services
8
+ 0.57%
$257.71 - $301.99 $2.06K - $2.42K
1.42K $427K
UNP
Union Pacific Corp

Industrials
55
+ 1.82%
$225.21 - $254.42 $12.4K - $14K
3.07K $725K
PG
Procter & Gamble CO

Consumer Defensive
67
+ 0.74%
$158.56 - $176.26 $10.6K - $11.8K
9.18K $1.56M
SBAC
Sba Communications Corp

Real Estate
31
+ 1.86%
$192.76 - $224.91 $5.98K - $6.97K
1.7K $373K
WY
Weyerhaeuser CO

Real Estate
609
+ 5.59%
$27.29 - $31.39 $16.6K - $19.1K
11.5K $336K
MDLZ
Mondelez International, Inc.

Consumer Defensive
69
+ 2.36%
$56.12 - $68.15 $3.87K - $4.7K
2.99K $202K
CI
Cigna Corp

Healthcare
5
+ 1.04%
$274.49 - $329.0 $1.37K - $1.65K
488 $160K
KLAC
Kla Corp

Technology
9
+ 2.31%
$636.62 - $777.63 $5.73K - $7K
399 $271K
AIG
American International Group, Inc.

Financial Services
100
+ 9.07%
$70.5 - $86.94 $7.05K - $8.69K
1.2K $104K
SPGI
S&P Global Inc.

Financial Services
22
+ 2.3%
$478.26 - $543.77 $10.5K - $12K
980 $497K
SHW
Sherwin Williams CO

Basic Materials
26
+ 2.45%
$330.16 - $365.55 $8.58K - $9.5K
1.09K $379K
PARA
Paramount Global

Communication Services
10
+ 0.08%
$10.16 - $12.14 $102 - $121
12.8K $152K
SPY
Spdr S&P 500 ETF Trust

ETFs
42
+ 22.7%
$551.42 - $612.93 $23.2K - $25.7K
227 $126K
SYK
Stryker Corp

Healthcare
12
+ 1.25%
$355.18 - $399.9 $4.26K - $4.8K
969 $360K
XLRE
Select Sector Spdr Tr Real Est

ETFs
265
+ 7.93%
$39.18 - $43.52 $10.4K - $11.5K
3.61K $150K
D
Dominion Energy, Inc

Utilities
246
+ 215.79%
$52.85 - $57.43 $13K - $14.1K
360 $20K
EXR
Extra Space Storage Inc.

Real Estate
89
+ 2.95%
$143.8 - $161.28 $12.8K - $14.4K
3.11K $461K
WBD
Warner Bros. Discovery, Inc.

Communication Services
304
+ 0.6%
$9.47 - $11.46 $2.88K - $3.48K
50.7K $543K
CBRE
Cbre Group, Inc.

Real Estate
88
+ 2.12%
$121.79 - $147.13 $10.7K - $12.9K
4.24K $554K
ALL
Allstate Corp

Financial Services
9
+ 3.56%
$180.99 - $210.18 $1.63K - $1.89K
262 $54K
CELH
Celsius Holdings, Inc.

Consumer Defensive
51
+ 13.49%
$21.28 - $35.62 $1.09K - $1.82K
429 $15K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
78
+ 0.74%
$40.24 - $40.65 $3.14K - $3.17K
10.6K $432K
YUM
Yum Brands Inc

Consumer Cyclical
17
+ 14.29%
$123.25 - $162.53 $2.1K - $2.76K
136 $21K
AEP
American Electric Power CO Inc

Utilities
15
+ 8.88%
$90.32 - $109.27 $1.35K - $1.64K
184 $20K
HII
Huntington Ingalls Industries, Inc.

Industrials
20
+ 80.0%
$159.75 - $208.61 $3.2K - $4.17K
45 $9K
PEP
Pepsico Inc

Consumer Defensive
97
+ 2.28%
$142.64 - $156.42 $13.8K - $15.2K
4.35K $652K
MU
Micron Technology Inc

Technology
33
+ 10.93%
$86.89 - $109.38 $2.87K - $3.61K
335 $29K
NEE
Nextera Energy Inc

Utilities
141
+ 1.83%
$66.96 - $76.16 $9.44K - $10.7K
7.84K $556K
KHC
Kraft Heinz CO

Consumer Defensive
142
+ 8.35%
$28.51 - $32.22 $4.05K - $4.58K
1.84K $56K
EQR
Equity Residential

Real Estate
73
+ 1.56%
$66.98 - $75.02 $4.89K - $5.48K
4.76K $340K
LYV
Live Nation Entertainment, Inc.

Communication Services
5
+ 0.15%
$115.79 - $154.66 $579 - $773
3.42K $446K
SO
Southern CO

Utilities
6
+ 2.52%
$80.96 - $92.96 $486 - $558
244 $22K
EAT
Brinker International, Inc

Consumer Cyclical
15
+ 50.0%
$133.46 - $189.14 $2K - $2.84K
45 $6K
CRWD
Crowd Strike Holdings, Inc.

Technology
8
+ 18.18%
$308.86 - $455.36 $2.47K - $3.64K
52 $18K
DUK
Duke Energy Corp

Utilities
2
+ 0.85%
$105.87 - $121.97 $212 - $244
237 $28K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
42
+ 123.53%
$61.25 - $72.83 $2.57K - $3.06K
76 $5K
DLTR
Dollar Tree, Inc.

Consumer Defensive
39
+ 34.21%
$61.92 - $76.95 $2.41K - $3K
153 $11K
BDX
Becton Dickinson & CO

Healthcare
11
+ 18.64%
$222.79 - $249.08 $2.45K - $2.74K
70 $16K
FANG
Diamondback Energy, Inc.

Energy
20
+ 66.67%
$139.9 - $180.18 $2.8K - $3.6K
50 $7K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
213
+ 426.0%
$9.19 - $12.93 $1.96K - $2.75K
263 $2K
APA
Apa Corp

Energy
95
+ 47.5%
$18.54 - $25.45 $1.76K - $2.42K
295 $6K
GTLS
Chart Industries Inc

Industrials
10
+ 250.0%
$141.99 - $218.35 $1.42K - $2.18K
14 $2K
LEN
Lennar Corp

Consumer Cyclical
22
+ 78.57%
$113.93 - $141.54 $2.51K - $3.11K
50 $5K
HUM
Humana Inc

Healthcare
3
+ 4.35%
$249.11 - $303.11 $747 - $909
72 $19K
EQT
Eqt Corp

Energy
17
+ 9.24%
$46.16 - $54.25 $785 - $922
201 $10K
JNK
Spdr Bloomberg High Yield Bond

ETFs
23
+ 79.31%
$94.86 - $97.12 $2.18K - $2.23K
52 $4K
PR
Permian Resources Corporation

Energy
32
+ 66.67%
$12.33 - $16.0 $395 - $512
80 $1K
GDDY
Go Daddy Inc.

Technology
10
+ 90.91%
$172.13 - $214.35 $1.72K - $2.14K
21 $3K
TMDX
Trans Medics Group, Inc.

Healthcare
17
+ 283.33%
$56.73 - $79.42 $964 - $1.35K
23 $1K
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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