PW
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Prestige Wealth Management Group LLC13F | |
| Prestige Wealth Management Group LLC | |
| Last update 2025-05-12 | 1011 Stocks (32 new) |
| Value $468.00 Mil | Turnover 6 % |
Prestige Wealth Management Gro... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 631,445 | 50,427.2 | -2.34% | 10.780 | -0.25% | 0.340 | +12.85% | +5.12% | 16,018.7 | ||
BND | Vanguard Total Bond Market ETF | 389,300 | 28,594.1 | +6.23% | 6.110 | +0.36% | 0.020 | +1.11% | +1.77% | 128,020.8 | ||
AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
| 653,516 | 28,382.2 | +8.12% | 6.070 | +0.46% | 3.400 | +1.79% | +1.39% | 792.0 | ||
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 757,203 | 27,872.6 | +4.50% | 5.960 | +0.26% | 0.130 | +3.57% | +1.74% | 25,006.7 | ||
ICVT | iShares Convertible Bond ETF | 318,815 | 26,656.1 | +1.45% | 5.700 | +0.08% | 1.120 | +13.14% | +9.24% | 2,770.6 | ||
AAPL | Apple Inc | 108,119 | 24,016.5 | -0.54% | 5.130 | -0.03% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
XLV | Health Care Select Sector SPDR | 147,880 | 21,592.0 | +207.30% | 4.620 | +3.12% | 0.060 | -1.13% | -2.94% | 32,990.6 | ||
QGRW | WisdomTree U.S. Quality Growth Fund | 383,025 | 16,814.8 | -10.12% | 3.590 | -0.44% | 1.610 | +28.17% | +8.29% | 1,564.3 | ||
CL | Colgate-Palmolive Co | 147,639 | 13,833.8 | +0.05% | 2.960 | 0% | 0.020 | -6.87% | -0.74% | 71,884.3 | Consumer Packaged Goods | |
XLP | Consumer Staples Select Sector SPDR | 163,175 | 13,326.5 | -0.85% | 2.850 | -0.02% | 0.080 | -0.75% | +3.83% | 15,934.0 |
Prestige Wealth Management Group LLC's Historical Top Holdings Breakdowns
Prestige Wealth Management Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XLV | Health Care Select Sector SPDR | 2025-03-31 | Add Add | +3.12% | 137.61 ($145.27) 149.68 | $133.53 | -8.08% | Add 207.3% | 147,880 | 99,758 | |
XLB | Materials Select Sector SPDR | 2025-03-31 | Reduce Reduce | -2.40% | 83.19 ($87.39) 90.99 | $91.93 | 5.20% | Reduce -99.67% | 448 | -137,069 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Reduce Reduce | -0.46% | 49.25 ($50.03) 50.66 | $48.60 | -2.86% | Reduce -64.59% | 24,172 | -44,091 | |
AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
| 2025-03-31 | Add Add | +0.46% | 42.36 ($43.16) 43.8 | $43.52 | 0.82% | Add 8.12% | 653,516 | 49,059 | |
QGRW | WisdomTree U.S. Quality Growth Fund | 2025-03-31 | Reduce Reduce | -0.44% | 43.73 ($48.34) 51.33 | $53.34 | 10.35% | Reduce -10.12% | 383,025 | -43,125 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.36% | 71.17 ($72.57) 73.66 | $73.18 | 0.84% | Add 6.23% | 389,300 | 22,832 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.36% | 167.73 ($174.39) 179.21 | $178.87 | 2.57% | Add 23.65% | 50,606 | 9,679 | |
MMIT | NYLI MacKay Muni Intermediate ETF | 2025-03-31 | Add Add | +0.34% | 23.87 ($24.12) 24.37 | $23.77 | -1.45% | Add 31.32% | 275,461 | 65,699 | |
XLK | Technology Select Sector SPDR ETF | 2025-03-31 | Reduce Reduce | -0.31% | 206.38 ($226.74) 242.18 | $258.81 | 14.14% | Reduce -19.17% | 27,071 | -6,419 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.30% | 369.1 ($404.54) 427.61 | $447.28 | 10.57% | Reduce -16% | 18,252 | -3,476 |
Prestige Wealth Management Group LLC Total Holding History ($B)
Prestige Wealth Management Group LLC's Asset Allocation
Prestige Wealth Management Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Prestige Wealth Management Group LLC's Hypothetical Growth since 2025-03-31
Prestige Wealth Management Group LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Prestige Wealth Management Group LLC's Holdings Heat Map
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Prestige Wealth Management Group LLC's Holdings Bubble Chart
Prestige Wealth Management Group LLC News
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