Prestige Wealth Management Group LLC has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $447 Million distributed in 1297 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 $50.4M, Vanguard Bd Index Fd Inc Total with a value of $28.6M, Wisdomtree Yield Enhanced U.S. with a value of $28.4M, Ishares Tr Broad Usd High Yiel with a value of $27.9M, and Ishares Tr Convertible Bond Et with a value of $26.7M.
Examining the 13F form we can see an decrease of $9.1M in the current position value, from $456M to 447M.
Below you can find more details about Prestige Wealth Management Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$447 Million
ETFs: $277 Million
Technology: $48.8 Million
Consumer Defensive: $22.8 Million
Communication Services: $21.7 Million
Financial Services: $17.9 Million
Healthcare: $17.1 Million
Real Estate: $13.5 Million
Consumer Cyclical: $10.4 Million
Other: $17.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
