Prestige Wealth Management Group LLC Reduced Holdings in Q1 2025

Prestige Wealth Management Group LLC

  • $447 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLB
Select Sector Spdr Fd Material

ETFs
-137K
- 99.67%
$83.19 - $90.99 $11.4M - $12.5M
448 $38K
AAPL
Apple Inc.

Technology
-585
- 0.54%
$209.68 - $247.1 $123K - $145K
108K $24M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-44.1K
- 64.59%
$49.25 - $50.66 $2.17M - $2.23M
24.2K $1.2M
XLK
Technology Sector Spdr

ETFs
-6.42K
- 19.17%
$206.38 - $242.18 $1.32M - $1.55M
27.1K $5.59M
VUG
Vanguard Growth ETF

ETFs
-3.48K
- 16.0%
$369.1 - $427.61 $1.28M - $1.49M
18.3K $6.77M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-15.1K
- 2.34%
$78.0 - $84.37 $1.18M - $1.28M
631K $50.4M
MSFT
Microsoft Corp

Technology
-1.73K
- 6.5%
$375.39 - $447.2 $648K - $771K
24.8K $9.32M
NVDA
Nvidia Corp

Technology
-2.39K
- 4.24%
$106.98 - $149.43 $256K - $357K
54K $5.85M
SKYY
First Trust Cloud Computing Et

ETFs
-8.28K
- 27.45%
$102.23 - $131.18 $846K - $1.09M
21.9K $2.24M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-8.14K
- 10.3%
$77.91 - $92.26 $634K - $751K
70.9K $5.63M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.22K
- 5.38%
$190.26 - $242.06 $232K - $295K
21.4K $4.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-340
- 6.45%
$222.15 - $428.22 $75.5K - $146K
4.93K $1.28M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-6.6K
- 16.11%
$80.73 - $94.96 $533K - $627K
34.4K $2.85M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-13.6K
- 36.33%
$51.26 - $52.53 $695K - $712K
23.8K $1.23M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-21.2K
- 16.73%
$21.23 - $23.75 $449K - $503K
105K $2.27M
XLC
Select Sector Spdr Tr Communic

ETFs
-5.55K
- 7.62%
$94.84 - $105.31 $526K - $584K
67.3K $6.49M
NKE
Nike, Inc.

Consumer Cyclical
-6.08K
- 62.94%
$63.29 - $81.72 $385K - $497K
3.58K $227K
HD
Home Depot, Inc.

Consumer Cyclical
-666
- 9.96%
$347.25 - $424.87 $231K - $283K
6.02K $2.21M
ADBE
Adobe Inc.

Technology
-843
- 85.07%
$377.84 - $464.11 $319K - $391K
148 $56K
ROK
Rockwell Automation, Inc

Industrials
-1.33K
- 87.58%
$255.29 - $303.75 $339K - $403K
188 $48K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-4.77K
- 6.71%
$24.91 - $29.02 $119K - $138K
66.3K $1.66M
META
Meta Platforms, Inc.

Communication Services
-365
- 4.6%
$576.36 - $736.67 $210K - $269K
7.58K $4.37M
INVH
Invitation Homes Inc.

Real Estate
-7.86K
- 98.71%
$30.28 - $34.85 $238K - $274K
103 $3K
FDX
Fedex Corp

Industrials
-725
- 84.4%
$230.33 - $281.53 $167K - $204K
134 $32K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-307
- 10.7%
$307.43 - $357.48 $94.4K - $110K
2.56K $791K
DIS
Walt Disney CO

Communication Services
-733
- 9.15%
$96.87 - $114.0 $71K - $83.6K
7.28K $718K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-266
- 23.9%
$360.07 - $417.26 $95.8K - $111K
847 $305K
ETN
Eaton Corp PLC

Industrials
-42
- 2.1%
$271.83 - $371.23 $11.4K - $15.6K
1.96K $533K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-245
- 9.08%
$165.25 - $224.62 $40.5K - $55K
2.45K $407K
BAC
Bank Of America Corp

Financial Services
-279
- 0.59%
$39.61 - $47.74 $11.1K - $13.3K
47.3K $1.97M
XLP
Consumer Staples Sector Spdr

ETFs
-1.4K
- 0.85%
N/A
163K $12.4M
XLF
Financial Sector Spdr

ETFs
-2.57K
- 10.37%
$47.32 - $52.19 $122K - $134K
22.3K $1.11M
IWP
Ishares Russell Mid Cap Growth

ETFs
-387
- 8.5%
$114.9 - $139.6 $44.5K - $54K
4.17K $489K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-450
- 2.81%
$59.61 - $66.71 $26.8K - $30K
15.6K $942K
CCJ
Cameco Corp

Energy
-224
- 3.3%
$40.64 - $56.86 $9.1K - $12.7K
6.57K $270K
MELI
Mercadolibre Inc

Consumer Cyclical
-50
- 56.82%
$1739.0 - $2260.0 $87K - $113K
38 $74K
STZ
Constellation Brands, Inc.

Consumer Defensive
-305
- 65.87%
$161.05 - $222.93 $49.1K - $68K
158 $28K
ACN
Accenture PLC

Technology
-9
- 0.53%
$300.91 - $398.25 $2.71K - $3.58K
1.68K $525K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-154
- 19.77%
$302.31 - $337.54 $46.6K - $52K
625 $191K
AMAT
Applied Materials Inc

Technology
-4
- 0.14%
$145.06 - $195.51 $580 - $782
2.93K $424K
GOOG
Alphabet Inc.

Communication Services
-24
- 1.85%
$156.06 - $207.71 $3.75K - $4.99K
1.27K $198K
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.12%
$524.81 - $672.19 $1.05K - $1.34K
1.66K $905K
POWL
Powell Industries Inc

Industrials
-195
- 97.5%
$155.56 - $311.38 $30.3K - $60.7K
5 $0
VIG
Vanguard Dividend Appreciation

ETFs
-232
- 7.96%
N/A
2.68K $488K
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
-263
- 19.11%
$99.49 - $112.88 $26.2K - $29.7K
1.11K $111K
VOX
Vanguard Communication Service

ETFs
-119
- 6.05%
$147.73 - $169.24 $17.6K - $20.1K
1.85K $274K
IWD
Ishares Russell 1000 Val ETF

ETFs
-160
- 44.32%
$182.82 - $196.21 $29.3K - $31.4K
201 $37K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-315
- 2.43%
$25.58 - $29.24 $8.06K - $9.21K
12.7K $331K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-416
- 13.51%
$73.78 - $76.59 $30.7K - $31.9K
2.66K $203K
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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