Prestige Wealth Management Group LLC ETFs

Prestige Wealth Management Group LLC

$447 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QQQ Invesco Qqq Trust, Series 1	$0	$113,000 0.03% of portfolio	241	Q2 2024 Reduced 11.07%
XTL Spdr Ser Tr S & P Telecom ETF	$0	$111,000 0.02% of portfolio	1,113	Q1 2025 Reduced 19.11%
SCHD Schwab Strategic Tr Us Dividen	$0	$104,000 0.02% of portfolio	3,732	Q4 2024 Added 200.0%
SPYG Spdr Portfolio	$0	$92,000 0.02% of portfolio	1,153	Q3 2024 Reduced 8.85%
SUSA Ishares Tr Msci Usa Esg Select	$0	$78,000 0.02% of portfolio	686	Q1 2025 Reduced 19.67%
XLY Select Sector Spdr Consumer Di	$0	$78,000 0.02% of portfolio	396	Q3 2023 Reduced 32.42%
GTO Invesco Actively Managed ETF T	$0	$75,000 0.02% of portfolio	1,609	Q4 2023 Reduced 91.04%
CLOU Global X Fds Cloud Computing E	$0	$56,000 0.01% of portfolio	2,710	Q1 2025 Reduced 11.18%
DXJ Wisdomtree Trust Japan Hedged	$0	$55,000 0.01% of portfolio	500	Q4 2018 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$47,000 0.01% of portfolio	600	Q4 2024 Reduced 16.78%
SCHX Schwab Strategic Tr Us Large C	$0	$46,000 0.01% of portfolio	2,100	Q1 2025 Reduced 28.57%
JCPB J P Morgan Exchange Traded Fd	$0	$43,000 0.01% of portfolio	920	Q3 2024 Reduced 69.54%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$42,000 0.01% of portfolio	102	Q3 2023 Reduced 11.3%
XLB Select Sector Spdr Fd Material	$0	$38,000 0.01% of portfolio	448	Q1 2025 Reduced 99.67%
IWD Ishares Russell 1000 Val ETF	$0	$37,000 0.01% of portfolio	201	Q1 2025 Reduced 44.32%
ITA Ishares Tr	$0	$33,000 0.01% of portfolio	220	Q4 2020 Added 100.0%
VBK Vanguard Small Cap Growth ETF	$0	$32,000 0.01% of portfolio	129	Q3 2024 Added 344.83%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$29,000 0.01% of portfolio	625	Q1 2019 New
GLD Spdr Gold Trust	$106B	$28,000 0.01% of portfolio	100	Q2 2024 Reduced 7.41%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$28,000 0.01% of portfolio	429	Q1 2023 Added 99.07%
FITE Spdr S&P Kensho Future Securit	$0	$26,000 0.01% of portfolio	420	Q4 2018 New
VOE Vanguard Mid Cap Value Index F	$0	$25,000 0.01% of portfolio	160	Q1 2025 Reduced 23.81%
XHE Spdr Ser Tr S&P Health Care Eq	$0	$22,000 0.0% of portfolio	278	Q1 2025 Reduced 15.5%
IBB Ishares Biotechnology ETF	$0	$20,000 0.0% of portfolio	159	Q1 2025 Reduced 27.4%
FPX First Trust Us Equity Opportun	$0	$19,000 0.0% of portfolio	177	Q1 2023 Added 836.16%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$19,000 0.0% of portfolio	236	Q2 2022 Reduced 37.4%
WTAI Wisdomtree Tr Artificial Intel	$0	$19,000 0.0% of portfolio	1,050	Q2 2023 New
SLV I Shares Silver Trust	$18B	$18,000 0.0% of portfolio	600	Q2 2019 Reduced 52.61%
VOT Vanguard Mid Cap Growth Index	$0	$18,000 0.0% of portfolio	75	Q1 2025 Reduced 2.6%
USMV Ishares Msci Usa Min Vol Facto	$0	$16,000 0.0% of portfolio	172	Q2 2023 Reduced 3.59%
RSP Invesco S&P 500 Equal Weight E	$0	$9,000 0.0% of portfolio	56	Q1 2025 Added 1.82%
VWO Vanguard Ftse Emerging Mkts Et	$0	$8,000 0.0% of portfolio	178	Q2 2024 Added 7.23%
SOCL Global X Fds Global X Social M	$0	$7,000 0.0% of portfolio	160	Q1 2023 Reduced 0.63%
PAVE Global X Fds Us Infrastructure	$0	$7,000 0.0% of portfolio	195	Q2 2021 New
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	249	Q1 2025 Added 0.4%
VEA Vanguard Ftse Developed Market	$0	$5,000 0.0% of portfolio	100	Q1 2021 Reduced 73.26%
IEF Ishares Barclays	$0	$4,000 0.0% of portfolio	43	Q2 2024 Reduced 70.95%
FLRN Spdr Bloomberg Investment Grad	$0	$4,000 0.0% of portfolio	130	Q3 2024 Reduced 97.29%
JNK Spdr Bloomberg High Yield Bond	$0	$4,000 0.0% of portfolio	52	Q1 2025 Added 79.31%
BNDX Vanguard Total International B	$0	$4,000 0.0% of portfolio	82	Q1 2022 Reduced 6.82%
BLOK Amplify ETF Tr Trnsformational	$0	$3,000 0.0% of portfolio	90	Q2 2021 New
VBR Vanguard Small Cap Value ETF	$0	$3,000 0.0% of portfolio	19	Q2 2023 Reduced 18.18%
VGT Vanguard Information Technolog	$0	$3,000 0.0% of portfolio	7	Q1 2025 Reduced 22.22%
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
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$1,000 0.0% of portfolio	30	Q1 2025 New
GBTC Grayscale Bitcoin Trust (Btc)	$66.3B	$1,000 0.0% of portfolio	20	Q3 2024 Added 1,900.0%
AGG Ishares Core U.S. Aggregate Bo	$0	$1,000 0.0% of portfolio	14	Q1 2023 Reduced 98.25%

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