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
VIG
Vanguard Dividend Appreciation

ETFs
3
+ 0.11%
N/A
2.69K $489K
TEX
Terex Corp

Industrials
10
+ 40.0%
$32.21 - $48.33 $322 - $483
35 $1K
TYL
Tyler Technologies Inc

Technology
2
+ 18.18%
$521.68 - $592.84 $1.04K - $1.19K
13 $7K
TSN
Tyson Foods, Inc.

Consumer Defensive
56
+ 20.97%
$54.33 - $63.56 $3.04K - $3.56K
323 $18K
VFC
V F Corp

Consumer Cyclical
69
+ 65.09%
$9.74 - $16.39 $672 - $1.13K
175 $2K
VLO
Valero Energy Corp

Energy
3
+ 0.62%
$104.69 - $141.77 $314 - $425
489 $65K
SO
Southern CO

Utilities
13
+ 5.33%
$84.91 - $92.56 $1.1K - $1.2K
257 $23K
RGTI
Rigetti Computing, Inc.

Technology
42
+ 42.0%
$7.5 - $14.29 $315 - $600
142 $1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5
+ 100.0%
$225.56 - $335.19 $1.13K - $1.68K
10 $2K
NUE
Nucor Corp

Basic Materials
3
+ 2.68%
$103.22 - $131.43 $310 - $394
115 $14K
CC
Chemours CO

Basic Materials
119
+ 152.56%
$9.4 - $13.06 $1.12K - $1.55K
197 $2K
QBTS
D Wave Quantum Inc.

Technology
34
+ 21.25%
$6.22 - $19.04 $211 - $647
194 $2K
HOLX
Hologic Inc

Healthcare
14
+ 37.84%
$52.73 - $65.22 $738 - $913
51 $3K
DOW
Dow Inc.

Basic Materials
59
+ 60.82%
$25.81 - $34.89 $1.52K - $2.06K
156 $4K
HUBS
Hubspot Inc

Technology
3
+ 75.0%
$487.07 - $672.24 $1.46K - $2.02K
7 $3K
JBLU
Jetblue Airways Corp

Industrials
237
+ 364.62%
$3.43 - $5.42 $813 - $1.28K
302 $1K
BX
Blackstone Inc.

Financial Services
2
+ 5.71%
$120.07 - $151.11 $240 - $302
37 $5K
IT
Gartner Inc

Technology
2
+ 18.18%
$377.5 - $449.52 $755 - $899
13 $5K
RH
Rh

Consumer Cyclical
4
+ 57.14%
$145.66 - $249.35 $583 - $997
11 $2K
FAST
Fastenal CO

Industrials
153
+ 100.0%
$40.65 - $83.16 $6.22K - $12.7K
306 $12K
CHK
Chesapeake Energy Corp

Energy
5
+ 15.63%
N/A
37 $3K
PTC
Ptc Inc.

Technology
8
+ 266.67%
$136.74 - $173.24 $1.09K - $1.39K
11 $1K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
45
+ 300.0%
$18.37 - $27.72 $827 - $1.25K
60 $1K
PII
Polaris Inc.

Consumer Cyclical
24
+ 240.0%
$31.97 - $42.61 $767 - $1.02K
34 $1K
AVTR
Avantor, Inc.

Basic Materials
116
+ 60.1%
$11.94 - $16.29 $1.39K - $1.89K
309 $4K
OLN
Olin Corp

Basic Materials
42
+ 35.9%
$17.96 - $24.7 $754 - $1.04K
159 $3K
IBKR
Interactive Brokers Group, Inc.

Financial Services
18
+ 300.0%
$50.53 - $212.53 $910 - $3.83K
24 $1K
PUMP
Pro Petro Holding Corp.

Energy
226
+ 54.46%
$4.83 - $7.59 $1.09K - $1.72K
641 $3K
CTRA
Coterra Energy Inc.

Energy
26
+ 30.59%
$22.6 - $29.07 $588 - $756
111 $2K
Wisdomtree Tr
8.68K
+ 2.27%
N/A
392K $0
ALB
Albemarle Corp

Basic Materials
9
+ 52.94%
$50.76 - $72.25 $457 - $650
26 $1K
WGO
Winnebago Industries Inc

Consumer Cyclical
4
+ 19.05%
$28.24 - $37.27 $113 - $149
25 $0
Blackrock Inc
21
+ 5.17%
N/A
427 $0
Cava Group Inc
14
+ 56.0%
N/A
39 $0
UTHR
United Therapeutics Corp

Healthcare
1
+ 12.5%
$276.47 - $328.4 $276 - $328
9 $2K
Coherent Corp
51
+ 48.11%
N/A
157 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
20
+ 12.66%
$160.0 - $195.62 $3.2K - $3.91K
178 $28K
TREX
Trex CO Inc

Industrials
6
+ 26.09%
$50.52 - $61.77 $303 - $371
29 $1K
ROP
Roper Technologies Inc

Industrials
2
+ 4.76%
$519.19 - $590.78 $1.04K - $1.18K
44 $24K
ALCC
Alt C Acquisition Corp.

Financial Services
120
+ 1.75%
N/A
6.97K $0
OXYWS
Occidental Pete Corp Wt Exp 08
6
+ 33.33%
N/A
24 $0
MNST
Monster Beverage Corp

Consumer Defensive
5
+ 62.5%
$55.01 - $64.24 $275 - $321
13 $0
BIIB
Biogen Inc.

Healthcare
3
+ 8.57%
$113.38 - $135.49 $340 - $406
38 $4K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2
+ 0.8%
$18.94 - $21.67 $37.9 - $43.3
251 $5K
TNDM
Tandem Diabetes Care Inc

Healthcare
2
+ 3.17%
$16.35 - $23.52 $32.7 - $47
65 $1K
Tempus Ai Inc
500
+ 23.81%
N/A
2.6K $0
Fortrea Hldgs Inc
126
+ 91.3%
N/A
264 $0
PHG
Koninklijke Philips Nv

Healthcare
68
+ 4.21%
$21.67 - $25.64 $1.47K - $1.74K
1.69K $40K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
350
+ 1400.0%
$87.84 - $1441.89 $30.7K - $505K
375 $33K
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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