Prestige Wealth Management Group LLC Reduced Holdings in Q3 2024

Prestige Wealth Management Group LLC

  • $460 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADI
Analog Devices Inc

Technology
-11
- 0.81%
$200.56 - $243.33 $2.21K - $2.68K
1.34K $309K
Canopy Growth Corp
-7
- 1.48%
N/A
467 $0
FOXF
Fox Factory Holding Corp

Consumer Cyclical
-9
- 25.0%
$35.85 - $53.39 $323 - $481
27 $1K
CRON
Cronos Group Inc.

Healthcare
-170
- 26.56%
$2.08 - $2.49 $354 - $423
470 $1K
VHT
Vanguard Health Care ETF

ETFs
-1
- 1.89%
$261.88 - $288.1 $262 - $288
52 $14K
ETSY
Etsy Inc

Consumer Cyclical
-5
- 55.56%
$51.5 - $65.47 $258 - $327
4 $0
Solventum Corp
-21
- 21.21%
N/A
78 $0
TYL
Tyler Technologies Inc

Technology
-1
- 8.33%
$499.52 - $595.46 $500 - $595
11 $6K
CTRA
Coterra Energy Inc.

Energy
-26
- 23.42%
$22.62 - $27.37 $588 - $712
85 $2K
XRAY
Dentsply Sirona Inc.

Healthcare
-25
- 32.05%
$23.63 - $27.54 $591 - $689
53 $1K
MOH
Molina Healthcare, Inc.

Healthcare
-1
- 33.33%
$283.98 - $360.73 $284 - $361
2 $0
CNMD
Conmed Corp

Healthcare
-4
- 40.0%
$64.09 - $76.92 $256 - $308
6 $0
MPW
Medical Properties Trust Inc

Real Estate
-103
- 17.22%
$4.03 - $6.38 $415 - $657
495 $2K
CIVI
Civitas Resources, Inc.

Energy
-1
- 3.7%
$49.47 - $72.73 $49.5 - $72.7
26 $1K
NEOG
Neogen Corp

Healthcare
-18
- 14.52%
$14.73 - $17.71 $265 - $319
106 $1K
ADNT
Adient PLC

Consumer Cyclical
-1
- 3.7%
$19.9 - $25.76 $19.9 - $25.8
26 $0
AES
Aes Corp

Utilities
-23
- 3.73%
$16.18 - $20.07 $372 - $462
594 $11K
OMCL
Omnicell, Inc

Healthcare
-25
- 22.94%
$25.61 - $45.43 $640 - $1.14K
84 $3K
CRM
Salesforce, Inc.

Technology
-7
- 2.34%
$238.42 - $276.53 $1.67K - $1.94K
292 $79K
PM
Philip Morris International Inc.

Consumer Defensive
-25
- 7.86%
$101.25 - $127.45 $2.53K - $3.19K
293 $35K
K
Kellogg CO

Consumer Defensive
-13
- 5.91%
$56.19 - $80.81 $730 - $1.05K
207 $16K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-76
- 2.76%
$63.28 - $70.06 $4.81K - $5.32K
2.68K $187K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-87
- 13.12%
$57.22 - $80.08 $4.98K - $6.97K
576 $44K
CVS
Cvs Health Corp

Healthcare
-4
- 0.24%
$55.81 - $63.18 $223 - $253
1.68K $105K
XEL
Xcel Energy Inc

Utilities
-8
- 1.25%
$52.11 - $65.3 $417 - $522
631 $41K
CI
Cigna Corp

Healthcare
-3
- 0.61%
$319.12 - $367.1 $957 - $1.1K
489 $169K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-7
- 0.63%
$332.02 - $382.76 $2.32K - $2.68K
1.11K $417K
ORCL
Oracle Corp

Technology
-2.15K
- 16.1%
$125.9 - $170.35 $271K - $367K
11.2K $1.91M
ITW
Illinois Tool Works Inc

Industrials
-11
- 0.91%
$233.14 - $263.97 $2.56K - $2.9K
1.2K $314K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-224
- 1.24%
$92.63 - $105.69 $20.7K - $23.7K
17.8K $1.85M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-9
- 0.64%
$156.14 - $187.2 $1.41K - $1.68K
1.39K $256K
XOM
Exxon Mobil Corp

Energy
-99
- 0.39%
$109.72 - $119.0 $10.9K - $11.8K
25K $2.93M
UNP
Union Pacific Corp

Industrials
-31
- 1.07%
$221.78 - $256.09 $6.88K - $7.94K
2.85K $702K
CSCO
Cisco Systems, Inc.

Technology
-114
- 1.11%
$44.74 - $53.22 $5.1K - $6.07K
10.1K $538K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-1.72K
- 0.73%
$24.07 - $24.62 $41.4K - $42.3K
234K $5.77M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-262
- 0.33%
$51.0 - $52.05 $13.4K - $13.6K
79.7K $4.14M
MDT
Medtronic PLC

Healthcare
-184
- 2.39%
$76.84 - $91.03 $14.1K - $16.7K
7.52K $677K
ACN
Accenture PLC

Technology
-13
- 0.8%
$295.44 - $355.81 $3.84K - $4.63K
1.62K $572K
TMUS
T Mobile Us, Inc.

Communication Services
-173
- 4.56%
$175.14 - $206.36 $30.3K - $35.7K
3.62K $747K
LOW
Lowes Companies Inc

Consumer Cyclical
-16
- 0.86%
$213.3 - $270.78 $3.41K - $4.33K
1.85K $501K
NEE
Nextera Energy Inc

Utilities
-115
- 1.54%
$69.9 - $84.97 $8.04K - $9.77K
7.35K $621K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-2.39K
- 2.9%
$81.1 - $89.18 $194K - $213K
80.1K $7.03M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-731
- 1.44%
$54.38 - $59.77 $39.8K - $43.7K
50K $2.96M
ADP
Automatic Data Processing Inc

Industrials
-321
- 5.69%
$233.44 - $279.45 $74.9K - $89.7K
5.33K $1.47M
CAT
Caterpillar Inc

Industrials
-38
- 1.54%
$316.8 - $391.12 $12K - $14.9K
2.43K $948K
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 0.58%
$245.82 - $304.51 $3.93K - $4.87K
2.76K $840K
SKYY
First Trust Cloud Computing Et

ETFs
-646
- 2.08%
$86.45 - $102.48 $55.8K - $66.2K
30.3K $3.1M
LMT
Lockheed Martin Corp

Industrials
-12
- 0.74%
$460.3 - $584.56 $5.52K - $7.01K
1.62K $945K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.7K
- 2.26%
$82.16 - $90.4 $139K - $153K
73.3K $6.63M
Activity Summary
Buys All Purchases 235 New Holdings 71 Increased Positions 164 Sells All Sells 159 Reductions 158 Sold out 1 Options Calls 1 Puts 0
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