Prestige Wealth Management Group LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $465 Million distributed in 1299 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 $53.8M, Ishares Tr Convertible Bond Et with a value of $28.5M, Vanguard Bd Index Fd Inc Total with a value of $27.7M, Wisdomtree Yield Enhanced U.S. with a value of $27.4M, and Ishares Tr Broad Usd High Yiel with a value of $27.2M.
Examining the 13F form we can see an increase of $18.2M in the current position value, from $447M to 465M.
Below you can find more details about Prestige Wealth Management Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$465 Million
ETFs: $284 Million
Technology: $56.3 Million
Communication Services: $24.1 Million
Consumer Defensive: $23.4 Million
Financial Services: $19.4 Million
Healthcare: $15.4 Million
Real Estate: $13.3 Million
Consumer Cyclical: $11.1 Million
Other: $18.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more
