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
PFE
Pfizer Inc

Healthcare
-492
- 5.88%
$21.59 - $24.84 $10.6K - $12.2K
7.88K $191K
CCI
Crown Castle International Corp

Real Estate
-98
- 1.55%
$94.83 - $107.06 $9.29K - $10.5K
6.24K $640K
CVX
Chevron Corp

Energy
-13
- 1.77%
$133.73 - $168.51 $1.74K - $2.19K
723 $103K
SPGI
S&P Global Inc.

Financial Services
-68
- 6.94%
$438.31 - $527.29 $29.8K - $35.9K
912 $480K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-54
- 0.22%
$48.13 - $49.85 $2.6K - $2.69K
24.1K $1.18M
OGN
Organon & Co.

Healthcare
-313
- 12.69%
$8.04 - $14.72 $2.52K - $4.61K
2.15K $20K
SYK
Stryker Corp

Healthcare
-95
- 9.8%
$337.37 - $395.63 $32.1K - $37.6K
874 $345K
FTV
Fortive Corp

Technology
-150
- 64.1%
$52.13 - $74.29 $7.82K - $11.1K
84 $4K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1
- 0.74%
$390.26 - $489.06 $390 - $489
135 $54K
EXR
Extra Space Storage Inc.

Real Estate
-69
- 2.22%
$126.61 - $152.99 $8.74K - $10.6K
3.04K $448K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-3
- 3.33%
$483.07 - $625.6 $1.45K - $1.88K
87 $45K
CELH
Celsius Holdings, Inc.

Consumer Defensive
-337
- 78.55%
$33.89 - $46.39 $11.4K - $15.6K
92 $4K
VICI
Vici Properties Inc.

Real Estate
-282
- 1.94%
$29.41 - $32.97 $8.29K - $9.3K
14.3K $465K
IP
International Paper CO

Consumer Cyclical
-11
- 0.89%
$43.89 - $54.46 $483 - $599
1.23K $57K
DDOG
Datadog, Inc.

Technology
-100
- 69.93%
$87.0 - $134.33 $8.7K - $13.4K
43 $5K
FDX
Fedex Corp

Industrials
-25
- 18.66%
$198.07 - $245.17 $4.95K - $6.13K
109 $24K
ABT
Abbott Laboratories

Healthcare
-173
- 3.86%
$123.95 - $138.08 $21.4K - $23.9K
4.3K $585K
ZTS
Zoetis Inc.

Healthcare
-30
- 9.46%
$144.41 - $170.3 $4.33K - $5.11K
287 $44K
BDX
Becton Dickinson & CO

Healthcare
-23
- 32.86%
$165.15 - $226.42 $3.8K - $5.21K
47 $8K
D
Dominion Energy, Inc

Utilities
-146
- 40.56%
$49.66 - $58.0 $7.25K - $8.47K
214 $12K
TSCO
Tractor Supply CO

Consumer Cyclical
-125
- 43.1%
$47.86 - $55.77 $5.98K - $6.97K
165 $8K
AMT
American Tower Corp

Real Estate
-136
- 2.06%
$203.96 - $228.19 $27.7K - $31K
6.46K $1.43M
FANG
Diamondback Energy, Inc.

Energy
-37
- 74.0%
$119.25 - $161.49 $4.41K - $5.98K
13 $1K
EL
Estee Lauder Companies Inc

Consumer Defensive
-104
- 47.71%
$50.06 - $80.8 $5.21K - $8.4K
114 $9K
ADBE
Adobe Inc.

Technology
-15
- 10.14%
$340.0 - $420.68 $5.1K - $6.31K
133 $51K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-42
- 55.26%
$54.08 - $68.32 $2.27K - $2.87K
34 $1K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-168
- 2.18%
$22.68 - $23.28 $3.81K - $3.91K
7.53K $174K
SWK
Stanley Black & Decker, Inc.

Industrials
-46
- 65.71%
$55.86 - $76.98 $2.57K - $3.54K
24 $1K
HUM
Humana Inc

Healthcare
-3
- 4.17%
$224.93 - $295.04 $675 - $885
69 $16K
AIZ
Assurant, Inc.

Financial Services
-14
- 34.15%
$179.73 - $211.56 $2.52K - $2.96K
27 $5K
USFR
Wisdomtree Floating Rate Treas

ETFs
-55
- 0.42%
$50.28 - $50.47 $2.77K - $2.78K
13.1K $658K
MTDR
Matador Resources CO

Energy
-10
- 1.29%
$36.67 - $52.23 $367 - $522
766 $36K
GD
General Dynamics Corp

Industrials
-20
- 13.99%
$247.68 - $291.66 $4.95K - $5.83K
123 $35K
EAT
Brinker International, Inc

Consumer Cyclical
-26
- 57.78%
$128.68 - $181.78 $3.35K - $4.73K
19 $3K
AES
Aes Corp

Utilities
-183
- 34.92%
$9.63 - $12.55 $1.76K - $2.3K
341 $3K
WHR
Whirlpool Corp

Consumer Cyclical
-29
- 87.88%
$75.71 - $101.42 $2.2K - $2.94K
4 $0
KMX
Carmax Inc

Consumer Cyclical
-28
- 62.22%
$62.27 - $82.77 $1.74K - $2.32K
17 $1K
VGT
Vanguard Information Technolog

ETFs
-4
- 57.14%
$470.37 - $663.28 $1.88K - $2.65K
3 $1K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
-179
- 47.61%
$6.07 - $8.61 $1.09K - $1.54K
197 $1K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-131
- 23.95%
$15.5 - $20.28 $2.03K - $2.66K
416 $8K
TTWO
Take Two Interactive Software Inc

Communication Services
-485
- 14.94%
$194.58 - $243.05 $94.4K - $118K
2.76K $670K
TGT
Target Corp

Consumer Defensive
-1
- 0.23%
$88.76 - $105.77 $88.8 - $106
439 $43K
APA
Apa Corp

Energy
-55
- 18.64%
$14.03 - $21.24 $772 - $1.17K
240 $4K
TGI
Triumph Group Inc

Industrials
-87
- 19.55%
$24.53 - $25.94 $2.13K - $2.26K
358 $9K
FCPT
Four Corners Property Trust, Inc.

Real Estate
-49
- 70.0%
$26.06 - $28.7 $1.28K - $1.41K
21 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-930
- 7.34%
$22.92 - $28.05 $21.3K - $26.1K
11.7K $329K
GIS
General Mills Inc

Consumer Defensive
-16
- 8.79%
$50.37 - $60.97 $806 - $976
166 $8K
ILMN
Illumina, Inc.

Healthcare
-28
- 84.85%
$70.3 - $95.41 $1.97K - $2.67K
5 $0
PR
Permian Resources Corporation

Energy
-32
- 40.0%
$10.36 - $14.93 $332 - $478
48 $0
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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