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
American Healthcare Reit Inc
-780
- 19.27%
N/A
3.27K $0
FIVE
Five Below, Inc

Consumer Cyclical
-225
- 42.86%
$55.75 - $131.18 $12.5K - $29.5K
300 $39K
F
Ford Motor CO

Consumer Cyclical
-1
- 0.06%
$8.69 - $10.85 $8.69 - $10.9
1.81K $19K
BSX
Boston Scientific Corp

Healthcare
-21
- 4.14%
$89.7 - $107.41 $1.88K - $2.26K
486 $52K
APP
App Lovin Corp

Technology
-4
- 14.29%
$219.37 - $417.89 $877 - $1.67K
24 $8K
TFC
Truist Financial Corp

Financial Services
-5
- 0.86%
$34.79 - $42.99 $174 - $215
574 $24K
DG
Dollar General Corp

Consumer Defensive
-120
- 22.94%
$86.02 - $114.95 $10.3K - $13.8K
403 $46K
TMDX
Trans Medics Group, Inc.

Healthcare
-1
- 4.35%
$67.67 - $143.04 $67.7 - $143
22 $2K
ROK
Rockwell Automation, Inc

Industrials
-40
- 21.28%
$218.97 - $332.17 $8.76K - $13.3K
148 $49K
DLTR
Dollar Tree, Inc.

Consumer Defensive
-15
- 9.8%
$67.22 - $100.51 $1.01K - $1.51K
138 $13K
ON
On Semiconductor Corp

Technology
-11
- 2.99%
$31.95 - $54.21 $351 - $596
357 $18K
ENVA
Enova International, Inc.

Financial Services
-2
- 0.67%
$85.91 - $111.52 $172 - $223
296 $33K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.45K
- 9.31%
$53.65 - $67.02 $77.8K - $97.2K
14.1K $947K
WDC
Western Digital Corp

Technology
-30
- 11.07%
$30.54 - $63.99 $916 - $1.92K
241 $15K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-9.93K
- 9.43%
$19.1 - $23.83 $190K - $237K
95.4K $2.27M
CLOU
Global X Fds Cloud Computing E

ETFs
-21
- 0.77%
$18.31 - $23.55 $385 - $495
2.69K $62K
EMR
Emerson Electric CO

Industrials
-60
- 9.38%
$94.15 - $133.33 $5.65K - $8K
580 $77K
RTX
Raytheon Technologies Corp

Industrials
-143
- 6.34%
$113.75 - $148.48 $16.3K - $21.2K
2.11K $308K
DELL
Dell Technologies Inc.

Technology
-7
- 1.37%
$71.63 - $125.98 $501 - $882
504 $61K
SBAC
Sba Communications Corp

Real Estate
-41
- 2.42%
$208.57 - $243.4 $8.55K - $9.98K
1.66K $388K
CCL
Carnival Corp

Consumer Cyclical
-98
- 4.51%
$16.43 - $28.12 $1.61K - $2.76K
2.08K $58K
CHTR
Charter Communications, Inc.

Communication Services
-123
- 7.26%
$321.68 - $427.25 $39.6K - $52.6K
1.57K $642K
MA
Mastercard Inc

Financial Services
-32
- 1.21%
$479.92 - $590.74 $15.4K - $18.9K
2.6K $1.46M
AMD
Advanced Micro Devices Inc

Technology
-47
- 6.76%
$78.21 - $143.81 $3.68K - $6.76K
648 $91K
IBM
International Business Machines Corp

Technology
-6
- 1.22%
$221.03 - $294.78 $1.33K - $1.77K
487 $143K
NWSA
News Corp

Communication Services
-128
- 1.22%
$23.97 - $29.72 $3.07K - $3.8K
10.3K $306K
CBRE
Cbre Group, Inc.

Real Estate
-122
- 2.88%
$113.94 - $140.12 $13.9K - $17.1K
4.12K $577K
LMT
Lockheed Martin Corp

Industrials
-4
- 0.24%
$430.82 - $486.45 $1.72K - $1.95K
1.66K $769K
ADI
Analog Devices Inc

Technology
-7
- 0.5%
$164.6 - $238.02 $1.15K - $1.67K
1.38K $329K
MCK
Mckesson Corp

Healthcare
-1
- 0.11%
$652.83 - $732.78 $653 - $733
882 $646K
IRM
Iron Mountain Inc

Real Estate
-91
- 2.13%
$76.93 - $105.25 $7K - $9.58K
4.17K $427K
KLAC
Kla Corp

Technology
-14
- 3.51%
$576.53 - $902.94 $8.07K - $12.6K
385 $344K
APH
Amphenol Corp

Technology
-22
- 0.68%
$59.09 - $98.75 $1.3K - $2.17K
3.21K $317K
DLR
Digital Realty Trust, Inc.

Real Estate
-16
- 0.36%
$136.11 - $177.69 $2.18K - $2.84K
4.48K $780K
WMT
Walmart Inc.

Consumer Defensive
-1.15K
- 4.08%
$81.79 - $99.98 $93.8K - $115K
27K $2.64M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.05K
- 4.61%
$22.27 - $29.21 $68K - $89.2K
63.2K $1.85M
BAC
Bank Of America Corp

Financial Services
-1.34K
- 2.83%
$34.39 - $47.46 $46K - $63.5K
45.9K $2.17M
TSLA
Tesla, Inc.

Consumer Cyclical
-264
- 5.35%
$221.86 - $362.89 $58.6K - $95.8K
4.67K $1.48M
AMZN
Amazon Com Inc

Consumer Cyclical
-642
- 3.0%
$167.32 - $223.3 $107K - $143K
20.7K $4.55M
JPM
Jpmorgan Chase & CO

Financial Services
-404
- 2.75%
$210.28 - $289.91 $85K - $117K
14.3K $4.15M
META
Meta Platforms, Inc.

Communication Services
-800
- 10.56%
$484.66 - $738.09 $388K - $590K
6.78K $5M
NFLX
Netflix Inc

Communication Services
-153
- 6.39%
$855.86 - $1339.13 $131K - $205K
2.24K $3M
GOOGL
Alphabet Inc.

Communication Services
-100
- 0.27%
$144.7 - $178.6 $14.5K - $17.9K
36.7K $6.46M
ORCL
Oracle Corp

Technology
-9
- 0.08%
$122.82 - $218.63 $1.11K - $1.97K
11.3K $2.47M
AVGO
Broadcom Inc.

Technology
-256
- 2.01%
$146.29 - $275.65 $37.5K - $70.6K
12.5K $3.43M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.2K
- 0.69%
$78.98 - $90.1 $174K - $198K
317K $28.5M
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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