Prestige Wealth Management Group LLC Reduced Holdings in Q2 2025

Prestige Wealth Management Group LLC

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-87K
- 58.86%
$128.77 - $144.3 $11.2M - $12.6M
60.8K $8.2M
AAPL
Apple Inc.

Technology
-2.67K
- 2.47%
$172.42 - $223.89 $460K - $598K
105K $21.6M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-25.5K
- 3.9%
$42.51 - $43.7 $1.08M - $1.11M
628K $27.4M
UNH
Unitedhealth Group Inc

Healthcare
-593
- 16.18%
$274.35 - $599.47 $163K - $355K
3.07K $958K
BMY
Bristol Myers Squibb CO

Healthcare
-10.5K
- 37.07%
$44.12 - $59.6 $463K - $625K
17.8K $824K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12.6K
- 3.25%
$72.02 - $73.82 $910K - $933K
377K $27.7M
JNJ
Johnson & Johnson

Healthcare
-2.06K
- 7.16%
$146.36 - $159.82 $302K - $329K
26.7K $4.08M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-31.3K
- 4.13%
$35.3 - $37.51 $1.1M - $1.17M
726K $27.2M
XLF
Financial Sector Spdr

ETFs
-11.8K
- 52.99%
$43.92 - $52.37 $518K - $617K
10.5K $547K
MRK
Merck & Co., Inc.

Healthcare
-1.97K
- 6.18%
$73.47 - $87.12 $145K - $171K
29.9K $2.36M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-15.7K
- 5.68%
$23.36 - $24.11 $366K - $377K
260K $6.2M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-6.88K
- 7.0%
$49.12 - $50.93 $338K - $351K
91.5K $4.56M
ITW
Illinois Tool Works Inc

Industrials
-1.2K
- 90.78%
$218.41 - $252.43 $262K - $303K
122 $30K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-9.9K
- 57.53%
$28.18 - $29.22 $279K - $289K
7.31K $213K
CMCSA
Comcast Corp

Communication Services
-6.57K
- 22.63%
$32.84 - $36.72 $216K - $241K
22.5K $801K
ESS
Essex Property Trust, Inc.

Real Estate
-973
- 99.69%
N/A
3 $0
CCJ
Cameco Corp

Energy
-5.99K
- 91.24%
$36.68 - $74.46 $220K - $446K
575 $42K
TMUS
T Mobile Us, Inc.

Communication Services
-500
- 16.88%
$220.99 - $268.54 $110K - $134K
2.46K $586K
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.42K
- 89.15%
$55.13 - $75.25 $133K - $182K
294 $20K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.05K
- 71.59%
$149.76 - $186.42 $157K - $196K
417 $77K
NKE
Nike, Inc.

Consumer Cyclical
-2.84K
- 79.33%
$53.27 - $72.04 $151K - $205K
740 $52K
T
At&T Inc.

Communication Services
-6.16K
- 15.13%
$26.33 - $28.94 $162K - $178K
34.6K $1M
PG
Procter & Gamble CO

Consumer Defensive
-296
- 3.23%
$157.66 - $172.39 $46.7K - $51K
8.88K $1.42M
VZ
Verizon Communications Inc

Communication Services
-2.21K
- 9.79%
$41.67 - $45.62 $92.2K - $101K
20.4K $882K
PLD
Prologis, Inc.

Real Estate
-276
- 2.03%
$89.76 - $112.34 $24.8K - $31K
13.3K $1.4M
PEP
Pepsico Inc

Consumer Defensive
-146
- 3.35%
$128.02 - $151.37 $18.7K - $22.1K
4.21K $555K
WY
Weyerhaeuser CO

Real Estate
-1.63K
- 14.15%
$24.69 - $29.48 $40.2K - $48K
9.87K $253K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-1.37K
- 5.78%
$50.34 - $51.86 $69.1K - $71.2K
22.4K $1.15M
CB
Chubb LTD

Financial Services
-179
- 12.65%
$274.32 - $302.46 $49.1K - $54.1K
1.24K $358K
LOW
Lowes Companies Inc

Consumer Cyclical
-187
- 9.54%
$210.83 - $235.28 $39.4K - $44K
1.77K $393K
APD
Air Products & Chemicals, Inc.

Basic Materials
-142
- 7.86%
$248.61 - $294.96 $35.3K - $41.9K
1.66K $469K
SHW
Sherwin Williams CO

Basic Materials
-162
- 14.9%
$313.51 - $363.51 $50.8K - $58.9K
925 $317K
FOXA
Fox Corp

Communication Services
-1.01K
- 14.35%
$47.21 - $57.04 $47.8K - $57.7K
6.04K $338K
KO
Coca Cola CO

Consumer Defensive
-708
- 6.04%
$68.37 - $73.9 $48.4K - $52.3K
11K $778K
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.17%
$285.55 - $321.23 $1.43K - $1.61K
2.88K $842K
GTO
Invesco Actively Managed ETF T

ETFs
-1.05K
- 65.26%
$45.73 - $47.2 $48K - $49.6K
559 $26K
EQIX
Equinix Inc

Real Estate
-19
- 1.35%
$740.07 - $914.43 $14.1K - $17.4K
1.39K $1.11M
SPG
Simon Property Group Inc

Real Estate
-70
- 1.62%
$140.37 - $171.44 $9.83K - $12K
4.24K $682K
HD
Home Depot, Inc.

Consumer Cyclical
-92
- 1.53%
$335.24 - $380.78 $30.8K - $35K
5.93K $2.17M
CME
Cme Group Inc.

Financial Services
-154
- 12.33%
$252.37 - $290.71 $38.9K - $44.8K
1.1K $301K
AEE
Ameren Corp

Utilities
-283
- 58.23%
$94.23 - $101.68 $26.7K - $28.8K
203 $19K
ACN
Accenture PLC

Technology
-18
- 1.07%
$279.23 - $323.21 $5.03K - $5.82K
1.67K $497K
AVB
Avalonbay Communities Inc

Real Estate
-22
- 1.05%
$187.23 - $215.61 $4.12K - $4.74K
2.07K $421K
DHR
Danaher Corp

Healthcare
-86
- 5.95%
$174.64 - $205.16 $15K - $17.6K
1.36K $268K
PSA
Public Storage

Real Estate
-47
- 2.03%
$266.31 - $309.77 $12.5K - $14.6K
2.27K $666K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-132
- 41.77%
$224.32 - $326.09 $29.6K - $43K
184 $60K
VBK
Vanguard Small Cap Growth ETF

ETFs
-100
- 77.52%
$219.76 - $276.94 $22K - $27.7K
29 $8K
EQR
Equity Residential

Real Estate
-39
- 0.82%
$61.82 - $71.72 $2.41K - $2.8K
4.72K $318K
O
Realty Income Corp

Real Estate
-274
- 2.11%
$52.27 - $58.52 $14.3K - $16K
12.7K $733K
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
Track This Portfolio

Track Prestige Wealth Management Group LLC Portfolio

Follow Prestige Wealth Management Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email