Prestige Wealth Management Group LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $460 Million distributed in 1324 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $54.5M, Vanguard Bd Index Fd Inc Total with a value of $26.4M, Ishares Tr Broad Usd High Yiel with a value of $26.3M, Wisdomtree Yield Enhanced U.S. with a value of $26.2M, and Spdr Ser Tr Spdr Portfolio Cor with a value of $26M.
Examining the 13F form we can see an increase of $18.9M in the current position value, from $442M to 460M.
Also it can be appreciated an additional of 71 stocks purchases and 1 closed positions.
Below you can find more details about Prestige Wealth Management Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$460 Million
ETFs: $283 Million
Technology: $53.7 Million
Consumer Defensive: $25.1 Million
Communication Services: $21.6 Million
Healthcare: $18.1 Million
Financial Services: $15.9 Million
Real Estate: $13.1 Million
Consumer Cyclical: $12.2 Million
Other: $17.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
