Prestige Wealth Management Group LLC ETFs

Prestige Wealth Management Group LLC

$456 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
LGLV Spdr Ssga Us Large Cap Low Vol	$0	$121,000 0.03% of portfolio	735	Q3 2020 Reduced 1.87%
SPY Spdr S&P 500 ETF Trust	$0	$108,000 0.02% of portfolio	185	Q4 2024 Added 27.59%
SUSA Ishares Tr Msci Usa Esg Select	$0	$103,000 0.02% of portfolio	854	Q4 2024 Reduced 2.62%
SCHD Schwab Strategic Tr Us Dividen	$0	$101,000 0.02% of portfolio	3,732	Q4 2024 Added 200.0%
SPYG Spdr Portfolio	$0	$101,000 0.02% of portfolio	1,153	Q3 2024 Reduced 8.85%
XLY Select Sector Spdr Consumer Di	$0	$88,000 0.02% of portfolio	396	Q3 2023 Reduced 32.42%
GTO Invesco Actively Managed ETF T	$0	$74,000 0.02% of portfolio	1,609	Q4 2023 Reduced 91.04%
CLOU Global X Fds Cloud Computing E	$0	$73,000 0.02% of portfolio	3,051	Q4 2024 Reduced 0.1%
SCHX Schwab Strategic Tr Us Large C	$0	$68,000 0.01% of portfolio	2,940	Q4 2024 Added 200.0%
IWD Ishares Russell 1000 Val ETF	$0	$66,000 0.01% of portfolio	361	Q3 2023 Reduced 22.37%
DXJ Wisdomtree Trust Japan Hedged	$0	$55,000 0.01% of portfolio	500	Q4 2018 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$46,000 0.01% of portfolio	600	Q4 2024 Reduced 16.78%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$43,000 0.01% of portfolio	102	Q3 2023 Reduced 11.3%
JCPB J P Morgan Exchange Traded Fd	$0	$42,000 0.01% of portfolio	920	Q3 2024 Reduced 69.54%
VBK Vanguard Small Cap Growth ETF	$0	$36,000 0.01% of portfolio	129	Q3 2024 Added 344.83%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$35,000 0.01% of portfolio	625	Q1 2019 New
VOE Vanguard Mid Cap Value Index F	$0	$33,000 0.01% of portfolio	210	Q4 2023 Added 2.38%
ITA Ishares Tr	$0	$31,000 0.01% of portfolio	220	Q4 2020 Added 100.0%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$29,000 0.01% of portfolio	429	Q1 2023 Added 99.07%
XHE Spdr Ser Tr S&P Health Care Eq	$0	$29,000 0.01% of portfolio	329	Q3 2024 Added 1.54%
IBB Ishares Biotechnology ETF	$0	$28,000 0.01% of portfolio	219	Q2 2023 Reduced 1.79%
FITE Spdr S&P Kensho Future Securit	$0	$28,000 0.01% of portfolio	420	Q4 2018 New
GLD Spdr Gold Trust	$106B	$24,000 0.01% of portfolio	100	Q2 2024 Reduced 7.41%
WTAI Wisdomtree Tr Artificial Intel	$0	$23,000 0.01% of portfolio	1,050	Q2 2023 New
FPX First Trust Us Equity Opportun	$0	$21,000 0.0% of portfolio	177	Q1 2023 Added 836.16%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$21,000 0.0% of portfolio	236	Q2 2022 Reduced 37.4%
VOT Vanguard Mid Cap Growth Index	$0	$19,000 0.0% of portfolio	77	Q3 2024 Added 13.24%
SLV I Shares Silver Trust	$15.5B	$15,000 0.0% of portfolio	600	Q2 2019 Reduced 52.61%
USMV Ishares Msci Usa Min Vol Facto	$0	$15,000 0.0% of portfolio	172	Q2 2023 Reduced 3.59%
VHT Vanguard Health Care ETF	$0	$13,000 0.0% of portfolio	52	Q3 2024 Reduced 1.89%
BOTZ Global X Fds	$0	$9,000 0.0% of portfolio	310	Q2 2023 Reduced 5.49%
RSP Invesco S&P 500 Equal Weight E	$0	$9,000 0.0% of portfolio	55	Q1 2023 Reduced 1.82%
PAVE Global X Fds Us Infrastructure	$0	$7,000 0.0% of portfolio	195	Q2 2021 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$7,000 0.0% of portfolio	178	Q2 2024 Added 7.23%
SOCL Global X Fds Global X Social M	$0	$6,000 0.0% of portfolio	160	Q1 2023 Reduced 0.63%
DVY Ishares Tr	$0	$6,000 0.0% of portfolio	52	Q3 2024 Reduced 83.65%
MUB Ishares National Muni Bond ETF	$0	$5,000 0.0% of portfolio	56	Q1 2023 Added 44.64%
SCHH Schwab Strategic U.S. Reit ETF	$0	$5,000 0.0% of portfolio	248	Q4 2024 Added 1.22%
VGT Vanguard Information Technolog	$0	$5,000 0.0% of portfolio	9	Q3 2024 Added 80.0%
BNDX Vanguard Total International B	$0	$4,000 0.0% of portfolio	82	Q1 2022 Reduced 6.82%
VEA Vanguard Ftse Developed Market	$0	$4,000 0.0% of portfolio	100	Q1 2021 Reduced 73.26%
BLOK Amplify ETF Tr Trnsformational	$0	$3,000 0.0% of portfolio	90	Q2 2021 New
IEF Ishares Barclays	$0	$3,000 0.0% of portfolio	43	Q2 2024 Reduced 70.95%
FLRN Spdr Bloomberg Investment Grad	$0	$3,000 0.0% of portfolio	130	Q3 2024 Reduced 97.29%
VBR Vanguard Small Cap Value ETF	$0	$3,000 0.0% of portfolio	19	Q2 2023 Reduced 18.18%
MAGA ETF Ser Solutions	$0	$2,000 0.0% of portfolio	60	Q3 2024 New
QCLN First Tr Nasdaq Clean Edge Gre	$0	$2,000 0.0% of portfolio	75	Q2 2021 New
QUAL Ishares Msci Usa Quality Facto	$0	$2,000 0.0% of portfolio	15	Q4 2023 Reduced 14.07%
JNK Spdr Bloomberg High Yield Bond	$0	$2,000 0.0% of portfolio	29	Q4 2023 Reduced 92.15%
GBTC Grayscale Bitcoin Trust (Btc)	$52.1B	$1,000 0.0% of portfolio	20	Q3 2024 Added 1,900.0%

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