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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4,000 0.0% of portfolio
445
Q4 2018 New
$0
$16,000 0.0% of portfolio
1,843
Q4 2018 New
$8.57B
$0 0.0% of portfolio
12
Q2 2025 New
$34.5B
$4,000 0.0% of portfolio
27
Q2 2025 Reduced 10.0%
$3.13B
$6,000 0.0% of portfolio
212
Q2 2024 Added 31.68%
$0
$0 0.0% of portfolio
1
Q2 2021 Reduced 50.0%
$18B
$19,000 0.0% of portfolio
600
Q2 2019 Reduced 52.61%
$0
$0 0.0% of portfolio
5
Q4 2023 New
$0
$1,000 0.0% of portfolio
14
Q1 2023 Reduced 98.25%
$0
$20,000 0.0% of portfolio
159
Q1 2025 Reduced 27.4%
$0
$16,000 0.0% of portfolio
172
Q2 2023 Reduced 3.59%
$0
$5,000 0.0% of portfolio
56
Q1 2023 Added 44.64%
$0
$0 0.0% of portfolio
2
Q3 2021 New
$0
$6,000 0.0% of portfolio
52
Q3 2024 Reduced 83.65%
$0
$0 0.0% of portfolio
16
Q1 2023 New
$351M
$0 0.0% of portfolio
44
Q2 2025 New
Jacobs Solutions Inc
-
$0 0.0% of portfolio
-
Q1 2023 Reduced 17.65%
$7.28B
$0 0.0% of portfolio
23
Q4 2022 Reduced 72.29%
$7.1B
$0 0.0% of portfolio
6
Q1 2023 Reduced 76.0%
$14B
$0 0.0% of portfolio
15
Q4 2020 New
$1.55B
$1,000 0.0% of portfolio
302
Q2 2025 Added 364.62%
$10.9B
$5,000 0.0% of portfolio
550
Q2 2025 New
$13B
$6,000 0.0% of portfolio
175
Q2 2024 Reduced 39.45%
$1.19B
$1,000 0.0% of portfolio
17
Q2 2023 New
$5.25B
$3,000 0.0% of portfolio
75
Q4 2024 Reduced 12.79%
$27.3B
$16,000 0.0% of portfolio
207
Q3 2024 Reduced 5.91%
$1.68B
$1,000 0.0% of portfolio
86
Q3 2022 New
$1.06B
$1,000 0.0% of portfolio
197
Q2 2025 Reduced 47.61%
$16.7B
$4,000 0.0% of portfolio
278
Q3 2024 Added 91.72%
$29.9B
$10,000 0.0% of portfolio
66
Q2 2024 Reduced 37.14%
$59.7B
$13,000 0.0% of portfolio
446
Q2 2025 Reduced 3.25%
$127B
$0 0.0% of portfolio
6
Q2 2025 New
Knife River Corp
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 95.24%
$6.87B
$0 0.0% of portfolio
8
Q4 2023 Reduced 69.23%
$3.9B
$1,000 0.0% of portfolio
29
Q1 2020 New
$6.71B
$3,000 0.0% of portfolio
84
Q4 2023 Reduced 19.23%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 7.69%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
$10.2B
$2,000 0.0% of portfolio
19
Q1 2020 New
$7.62B
$10,000 0.0% of portfolio
204
Q1 2025 Added 4.08%
$4.66B
$1,000 0.0% of portfolio
11
Q1 2020 New
$3.71B
$2,000 0.0% of portfolio
25
Q1 2023 Reduced 24.0%
$21.2B
$9,000 0.0% of portfolio
114
Q2 2025 Reduced 47.71%
$24.3B
$4,000 0.0% of portfolio
27
Q4 2020 Reduced 67.07%
$3.76B
$2,000 0.0% of portfolio
50
Q1 2023 Added 42.86%
$31.7B
$5,000 0.0% of portfolio
48
Q2 2025 Reduced 4.0%
$14B
$0 0.0% of portfolio
3
Q1 2023 Reduced 87.5%
$6.76B
$4,000 0.0% of portfolio
117
Q4 2023 Added 85.71%
Linde PLC
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 18.19%

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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