Prestige Wealth Management Group LLC Top Holdings and 13F Report (2025) About Prestige Wealth Management Group LLCInvestment ActivityPrestige Wealth Management Group LLC has $481.05 million in total holdings as of December 31, 2024.Prestige Wealth Management Group LLC owns shares of 1,045 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 11.30% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Prestige Wealth Management Group LLC has purchased 1,031 new stocks and bought additional shares in 183 stocks.Prestige Wealth Management Group LLC sold shares of 134 stocks and completely divested from 36 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $52,352,315Apple $27,221,694iShares Convertible Bond ETF $26,702,758iShares Broad USD High Yield Corporate Bond ETF $26,657,924Vanguard Total Bond Market ETF $26,352,714 Largest New Holdings this Quarter Materials Select Sector SPDR Fund $11,570,681 HoldingSPDR SSgA Ultra Short Term Bond ETF $426,567 HoldingBLACKROCK INC $409,111 HoldingAltC Acquisition $359,913 HoldingCameco $348,990 Holding Largest Purchases this Quarter iShares Convertible Bond ETF 314,164 shares (about $26.69M)Materials Select Sector SPDR Fund 137,517 shares (about $11.57M)Schwab US Broad Market ETF 84,324 shares (about $1.91M)Schwab U.S. Large-Cap Growth ETF 53,271 shares (about $1.48M)Vanguard Total Bond Market ETF 14,689 shares (about $1.06M) Largest Sales this Quarter Leggett & Platt 163 shares (about $∞T)DigitalBridge Group 500 shares (about $∞T)SPDR Portfolio Corporate Bond ETF 847,753 shares (about $24.28M)Health Care Select Sector SPDR Fund 90,066 shares (about $12.39M)WisdomTree Bloomberg Floating Rate Treasury Fund 42,968 shares (about $2.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrestige Wealth Management Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$52,352,315$723,310 ▼-1.4%646,56010.9%ManufacturingAAPLApple$27,221,694$170,286 ▼-0.6%108,7045.7%Computer and TechnologyICVTiShares Convertible Bond ETF$26,702,758$26,694,516 ▲323,880.4%314,2615.6%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$26,657,924$994,912 ▲3.9%724,5975.5%ETFBNDVanguard Total Bond Market ETF$26,352,714$1,056,286 ▲4.2%366,4685.5%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$25,943,307$824,837 ▲3.3%604,4575.4%FinanceQGRWWisdomTree U.S. Quality Growth Fund$20,992,149$219,601 ▼-1.0%426,1504.4%ETFCLColgate-Palmolive$13,415,605$79,728 ▼-0.6%147,5702.8%Consumer StaplesXLPConsumer Staples Select Sector SPDR Fund$12,937,163$883,262 ▲7.3%164,5742.7%ETFXLBMaterials Select Sector SPDR Fund$11,570,681$11,570,681 ▲New Holding137,5172.4%ETFMSFTMicrosoft$11,191,024$254,169 ▼-2.2%26,5502.3%Computer and TechnologyVUGVanguard Growth ETF$8,918,086$167,871 ▼-1.8%21,7281.9%ETFXLKTechnology Select Sector SPDR Fund$7,787,156$103,007 ▼-1.3%33,4901.6%ETFNVDANVIDIA$7,569,235$935,327 ▲14.1%56,3651.6%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$7,052,609$43,371 ▼-0.6%72,8501.5%ETFVTVVanguard Value ETF$6,928,942$44,695 ▲0.6%40,9271.4%ETFMDYGSPDR S&P 400 Mid CapGrowth ETF$6,867,916$89,670 ▼-1.3%79,0421.4%ETFGOOGLAlphabet$6,853,703$248,926 ▼-3.5%36,2061.4%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$6,620,181$12,390,450 ▼-65.2%48,1221.4%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$6,418,326$2,165 ▲0.0%80,0291.3%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$5,047,019$593,577 ▼-10.5%209,7621.0%ETFAMZNAmazon.com$4,958,215$105,527 ▲2.2%22,6001.0%Retail/WholesaleMETAMeta Platforms$4,650,826$702,630 ▼-13.1%7,9431.0%Computer and TechnologyFMBFirst Trust Managed Municipal ETF$4,372,068$306,978 ▲7.6%85,7100.9%ManufacturingJNJJohnson & Johnson$3,851,030$3,182 ▲0.1%26,6290.8%MedicalSLYVSPDR S&P 600 Small CapValue ETF$3,724,092$13,000 ▼-0.3%42,6830.8%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$3,701,188$33,339 ▼-0.9%40,9650.8%ETFSKYYFirst Trust Cloud Computing ETF$3,592,660$22,037 ▼-0.6%30,1600.7%ManufacturingJPMJPMorgan Chase & Co.$3,530,948$74,311 ▲2.1%14,7300.7%FinanceVTEBVanguard Tax-Exempt Bond ETF$3,422,025$51,283 ▲1.5%68,2630.7%ETFVVisa$3,210,776$65,107 ▲2.1%10,1590.7%Business ServicesMRKMerck & Co., Inc.$3,143,778$15,844 ▼-0.5%31,3510.7%MedicalIHIiShares U.S. Medical Devices ETF$2,939,732$21,006 ▲0.7%50,3810.6%ETFSCHBSchwab US Broad Market ETF$2,871,055$1,914,158 ▲200.0%126,4780.6%ETFXOMExxon Mobil$2,723,925$32,917 ▲1.2%25,3220.6%Oils/EnergyHDHome Depot$2,600,917$49,793 ▲2.0%6,6860.5%Retail/WholesaleWMTWalmart$2,494,360$67,374 ▲2.8%27,5450.5%Retail/WholesaleCOSTCostco Wholesale$2,471,286$67,807 ▲2.8%2,6970.5%Retail/WholesaleAVGOBroadcom$2,297,324$27,126 ▲1.2%9,9090.5%Computer and TechnologyTSLATesla$2,128,642$1,615 ▲0.1%5,2710.4%Auto/Tires/TrucksBACBank of America$2,088,927$22,898 ▲1.1%47,5300.4%FinanceNFLXNetflix$2,005,471$281,657 ▲16.3%2,2500.4%Consumer DiscretionarySCHGSchwab U.S. Large-Cap Growth ETF$1,979,869$1,484,672 ▲299.8%71,0390.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,936,463$954,771 ▼-33.0%37,3330.4%ETFORCLOracle$1,880,995$11,665 ▲0.6%11,2880.4%Computer and TechnologyBRK.BBerkshire Hathaway$1,857,089$65,272 ▼-3.4%4,0970.4%FinanceUNHUnitedHealth Group$1,845,562$225,636 ▼-10.9%3,6480.4%MedicalADPAutomatic Data Processing$1,648,855$81,810 ▲5.2%5,6030.3%Business ServicesBMYBristol-Myers Squibb$1,627,686$22,794 ▲1.4%28,7780.3%MedicalPGProcter & Gamble$1,527,431$8,047 ▲0.5%9,1110.3%Consumer StaplesPEGPublic Service Enterprise Group$1,423,066$63,959 ▲4.7%16,8430.3%UtilitiesPLDPrologis$1,406,128$90,691 ▲6.9%13,3030.3%FinanceMAMastercard$1,363,821$110,054 ▲8.8%2,5900.3%Business ServicesEQIXEquinix$1,274,788$161,234 ▲14.5%1,3520.3%FinanceXLFFinancial Select Sector SPDR Fund$1,199,696$1,982 ▼-0.2%24,8230.2%ETFAMTAmerican Tower$1,192,117$86,407 ▲7.8%6,4430.2%FinanceCMCSAComcast$1,026,945$136,911 ▼-11.8%27,3630.2%Consumer DiscretionaryDFUSDimensional U.S. Equity ETF$1,021,9770.0%16,0310.2%ETFWELLWelltower$1,008,115$47,891 ▲5.0%7,9990.2%FinanceMGKVanguard Mega Cap Growth ETF$985,2440.0%2,8690.2%ETFGSThe Goldman Sachs Group$950,083$10,308 ▲1.1%1,6590.2%FinanceCATCaterpillar$911,669$31,925 ▲3.6%2,5130.2%Industrial ProductsTAT&T$910,453$151,556 ▼-14.3%39,9850.2%Computer and TechnologyDISWalt Disney$896,333$895 ▼-0.1%8,0140.2%Consumer DiscretionaryLINDE PLC$891,349$17,165 ▲2.0%2,1290.2%SHSMCDMcDonald's$832,139$32,173 ▲4.0%2,8710.2%Retail/WholesaleVZVerizon Communications$821,696$71,780 ▼-8.0%20,5480.2%Computer and TechnologyLMTLockheed Martin$806,343$19,928 ▲2.5%1,6590.2%AerospaceHONHoneywell International$779,040$108,194 ▲16.1%3,4490.2%Multi-Sector ConglomeratesDLRDigital Realty Trust$778,455$23,389 ▲3.1%4,3600.2%FinanceABBVAbbVie$776,211$43,537 ▲5.9%4,3680.2%MedicalNKENIKE$734,682$12,929 ▼-1.7%9,6600.2%Consumer DiscretionarySPGSimon Property Group$728,277$1,550 ▼-0.2%4,2290.2%FinanceKOCoca-Cola$717,018$43,829 ▲6.5%11,5170.1%Consumer StaplesUNPUnion Pacific$687,490$36,940 ▲5.7%3,0150.1%TransportationTMUST-Mobile US$685,368$114,118 ▼-14.3%3,1050.1%Computer and TechnologyORealty Income$681,585$44,171 ▲6.9%12,7610.1%FinancePSAPublic Storage$675,538$57,493 ▲9.3%2,2560.1%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$666,137$2,162,152 ▼-76.4%13,2380.1%FinanceETNEaton$665,068$28,209 ▲4.4%2,0040.1%Industrial ProductsTTWOTake-Two Interactive Software$653,669$81,732 ▲14.3%3,5510.1%Consumer DiscretionaryPEPPepsiCo$651,994$9,958 ▲1.6%4,2560.1%Consumer StaplesCSCOCisco Systems$649,727$50,202 ▲8.4%10,9750.1%Computer and TechnologyACNAccenture$595,581$25,329 ▲4.4%1,6930.1%Computer and TechnologyQCOMQUALCOMM$583,559$4,455 ▲0.8%3,7990.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$577,1670.0%4,5540.1%ETFCHTRCharter Communications$576,540$57,585 ▼-9.1%1,6820.1%Consumer DiscretionaryVIGVanguard Dividend Appreciation ETF$571,041$23,304 ▼-3.9%2,9160.1%ETFCCICrown Castle$567,070$38,029 ▲7.2%6,2480.1%FinanceEAElectronic Arts$560,769$40,525 ▼-6.7%3,8330.1%Consumer DiscretionaryNEENextEra Energy$552,205$25,234 ▲4.8%7,7030.1%UtilitiesCBRECBRE Group$545,118$42,407 ▲8.4%4,1520.1%FinanceTSMTaiwan Semiconductor Manufacturing$534,293$6,141 ▼-1.1%2,6970.1%Computer and TechnologyWBDWarner Bros. Discovery$532,306$43,908 ▲9.0%50,3600.1%Consumer DiscretionaryMCKMcKesson$524,398$4,565 ▲0.9%9190.1%MedicalABTAbbott Laboratories$501,068$39,248 ▲8.5%4,4300.1%MedicalSPBOSPDR Portfolio Corporate Bond ETF$492,838$24,279,689 ▼-98.0%17,2080.1%ETFLOWLowe's Companies$481,603$24,191 ▲5.3%1,9510.1%Retail/WholesaleSPGIS&P Global$477,173$14,943 ▲3.2%9580.1%Business ServicesAMATApplied Materials$476,833$651 ▲0.1%2,9320.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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