Prestige Wealth Management Group LLC Portfolio Holdings

Prestige Wealth Management Group LLC

  • $465 Million
  • Q2 2025

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.49B
$1,000 0.0% of portfolio
37
Q2 2025 New
$4.94B
$2,000 0.0% of portfolio
300
Q3 2024 Reduced 94.96%
$6.64B
$0 0.0% of portfolio
19
Q4 2020 New
$7.14B
$1,000 0.0% of portfolio
24
Q1 2023 Reduced 72.09%
$7.45B
$0 0.0% of portfolio
3
Q4 2020 New
$2.99B
$0 0.0% of portfolio
4
Q2 2020 Reduced 33.33%
$4B
$1,000 0.0% of portfolio
28
Q2 2025 Added 300.0%
$4.67B
$0 0.0% of portfolio
4
Q2 2025 Reduced 87.88%
$7.95B
$4,000 0.0% of portfolio
84
Q2 2023 Added 170.97%

Summary

  • Portfolio
  • No. of Stocks 1,299
  • Current Value $465 Million
  • Prior Value $447 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 54 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 197 stocks
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