Prestige Wealth Management Group LLC Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$467.9B
Holdings
1,009
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,009 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LOWLOWES COS INC | 1,961 | $457.5M | 0.10% | |
| 102 | CSGPCOSTAR GROUP INC | 5,742 | $454.9M | 0.10% | |
| 103 | AVBAVALONBAY CMNTYS INC | 2,093 | $452.9M | 0.10% | |
| 104 | LYVLIVE NATION ENTERTAINMENT IN | 3,423 | $447.0M | 0.10% | |
| 105 | ULSTSSGA ACTIVE ETF TR | 10,634 | $432.3M | 0.09% | |
| 106 | VENVENTAS INC | 6,271 | $431.2M | 0.09% | |
| 107 | INTUINTUIT | 700 | $429.8M | 0.09% | |
| 108 | CBCHUBB LIMITED | 1,415 | $428.6M | 0.09% | |
| 109 | AMATAPPLIED MATLS INC | 2,928 | $424.9M | 0.09% | |
| 110 | VOOVANGUARD INDEX FDS | 802 | $412.0M | 0.09% | |
| 111 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,452 | $408.7M | 0.09% | |
| 112 | FOXAFOX CORP | 7,052 | $399.1M | 0.09% | |
| 113 | MDTMEDTRONIC PLC | 4,351 | $394.1M | 0.08% | |
| 114 | BRBROADRIDGE FINL SOLUTIONS IN | 1,584 | $385.5M | 0.08% | |
| 115 | BLKBLACKROCK INC | 406 | $384.4M | 0.08% | |
| 116 | SHWSHERWIN WILLIAMS CO | 1,087 | $379.6M | 0.08% | |
| 117 | SBACSBA COMMUNICATIONS CORP NEW | 1,696 | $373.1M | 0.08% | |
| 118 | IRMIRON MTN INC DEL | 4,263 | $366.8M | 0.08% | |
| 119 | MGVVANGUARD WORLD FD | 2,822 | $363.6M | 0.08% | |
| 120 | CEGCONSTELLATION ENERGY CORP | 1,794 | $361.7M | 0.08% | |
| 121 | SYKSTRYKER CORPORATION | 969 | $361.6M | 0.08% | |
| 122 | OMCOMNICOM GROUP INC | 4,270 | $357.0M | 0.08% | |
| 123 | MRSHMARSH & MCLENNAN COS INC | 1,462 | $356.8M | 0.08% | |
| 124 | VHTVANGUARD WORLD FD | 1,347 | $356.6M | 0.08% | |
| 125 | EQREQUITY RESIDENTIAL | 4,759 | $343.9M | 0.07% | |
| 126 | WYWEYERHAEUSER CO MTN BE | 11,502 | $336.8M | 0.07% | |
| 127 | SCHMSCHWAB STRATEGIC TR | 12,667 | $331.9M | 0.07% | |
| 128 | CMECME GROUP INC | 1,249 | $331.5M | 0.07% | |
| 129 | ITWILLINOIS TOOL WKS INC | 1,323 | $330.1M | 0.07% | |
| 130 | AMGNAMGEN INC | 1,017 | $316.7M | 0.07% | |
| 131 | WMWASTE MGMT INC DEL | 1,363 | $315.6M | 0.07% | |
| 132 | TXNTEXAS INSTRS INC | 1,729 | $310.7M | 0.07% | |
| 133 | VTIVANGUARD INDEX FDS | 1,129 | $310.4M | 0.07% | |
| 134 | IWFISHARES TR | 847 | $305.8M | 0.07% | |
| 135 | SCHVSCHWAB STRATEGIC TR | 11,457 | $304.5M | 0.07% | |
| 136 | PSNPARSONS CORP DEL | 5,135 | $304.0M | 0.06% | |
| 137 | ESSESSEX PPTY TR INC | 976 | $301.7M | 0.06% | |
| 138 | RTXRTX CORPORATION | 2,257 | $299.0M | 0.06% | |
| 139 | DHRDANAHER CORPORATION | 1,446 | $296.9M | 0.06% | |
| 140 | NWSANEWS CORP NEW | 10,455 | $285.6M | 0.06% | |
| 141 | ADIANALOG DEVICES INC | 1,391 | $280.6M | 0.06% | |
| 142 | VOXVANGUARD WORLD FD | 1,848 | $274.2M | 0.06% | |
| 143 | KLACKLA CORP | 399 | $271.3M | 0.06% | |
| 144 | CCOCAMECO CORP | 6,567 | $270.3M | 0.06% | |
| 145 | PNCPNC FINL SVCS GROUP INC | 1,468 | $258.0M | 0.06% | |
| 146 | ELVELEVANCE HEALTH INC | 583 | $253.6M | 0.05% | |
| 147 | ICEINTERCONTINENTAL EXCHANGE IN | 1,450 | $250.1M | 0.05% | |
| 148 | NKENIKE INC | 3,580 | $228.7M | 0.05% | |
| 149 | IPGINTERPUBLIC GROUP COS INC | 8,194 | $222.6M | 0.05% | |
| 150 | APHAMPHENOL CORP NEW | 3,236 | $212.8M | 0.05% | |
| 151 | PFEPFIZER INC | 8,372 | $212.1M | 0.05% | |
| 152 | MDLZMONDELEZ INTL INC | 2,991 | $204.3M | 0.04% | |
| 153 | BIVVANGUARD BD INDEX FDS | 2,663 | $203.9M | 0.04% | |
| 154 | DDDUPONT DE NEMOURS INC | 2,709 | $202.3M | 0.04% | |
| 155 | GOOGALPHABET INC | 1,270 | $198.4M | 0.04% | |
| 156 | IWBISHARES TR | 625 | $191.7M | 0.04% | |
| 157 | AXPAMERICAN EXPRESS CO | 682 | $183.5M | 0.04% | |
| 158 | SCHZSCHWAB STRATEGIC TR | 7,694 | $178.2M | 0.04% | |
| 159 | SPTMSPDR SER TR | 2,499 | $170.0M | 0.04% | |
| 160 | MTCHMATCH GROUP INC NEW | 5,425 | $169.3M | 0.04% | |
| 161 | U6ZURANIUM ENERGY CORP | 35,269 | $168.6M | 0.04% | |
| 162 | MBBISHARES TR | 1,750 | $164.1M | 0.04% | |
| 163 | BABOEING CO | 942 | $160.7M | 0.03% | |
| 164 | CITHE CIGNA GROUP | 488 | $160.6M | 0.03% | |
| 165 | DVALFRANKLIN TEMPLETON ETF TR | 11,612 | $157.0M | 0.03% | |
| 166 | BKBANK NEW YORK MELLON CORP | 1,847 | $154.9M | 0.03% | |
| 167 | 0VVBPARAMOUNT GLOBAL | 12,772 | $153.4M | 0.03% | |
| 168 | MINTPIMCO ETF TR | 1,519 | $152.8M | 0.03% | |
| 169 | XLRESELECT SECTOR SPDR TR | 3,606 | $150.9M | 0.03% | |
| 170 | TOTLSSGA ACTIVE ETF TR | 3,740 | $150.7M | 0.03% | |
| 171 | URIUNITED RENTALS INC | 240 | $150.4M | 0.03% | |
| 172 | USINWISDOMTREE TR | 3,000 | $150.1M | 0.03% | |
| 173 | NOCNORTHROP GRUMMAN CORP | 291 | $149.0M | 0.03% | |
| 174 | OKLOOKLO INC | 6,845 | $148.1M | 0.03% | |
| 175 | HESHESS CORP | 868 | $138.6M | 0.03% | |
| 176 | RFREGIONS FINANCIAL CORP NEW | 6,304 | $138.6M | 0.03% | |
| 177 | IWSISHARES TR | 1,093 | $137.7M | 0.03% | |
| 178 | HCAHCA HEALTHCARE INC | 398 | $137.5M | 0.03% | |
| 179 | NFGNATIONAL FUEL GAS CO | 1,700 | $135.5M | 0.03% | |
| 180 | DGDOLLAR GEN CORP NEW | 1,523 | $133.9M | 0.03% | Call |
| 181 | TRVCCITIGROUP INC | 1,816 | $128.9M | 0.03% | |
| 182 | LGLVSPDR SER TR | 735 | $127.9M | 0.03% | |
| 183 | IWVISHARES TR | 402 | $127.8M | 0.03% | |
| 184 | SPYSPDR S&P 500 ETF TR | 227 | $127.4M | 0.03% | |
| 185 | GILDGILEAD SCIENCES INC | 1,121 | $125.6M | 0.03% | |
| 186 | AHRAMERICAN HEALTHCARE REIT INC | 4,047 | $123.6M | 0.03% | |
| 187 | CVXCHEVRON CORP NEW | 736 | $123.1M | 0.03% | |
| 188 | IBMINTERNATIONAL BUSINESS MACHS | 493 | $122.6M | 0.03% | |
| 189 | CDWCDW CORP | 762 | $122.1M | 0.03% | |
| 190 | PRUPRUDENTIAL FINL INC | 1,086 | $121.3M | 0.03% | |
| 191 | WFCWELLS FARGO CO NEW | 1,604 | $115.2M | 0.02% | |
| 192 | NDQINVESCO QQQ TR | 241 | $113.2M | 0.02% | |
| 193 | XTLSPDR SER TR | 1,113 | $111.2M | 0.02% | |
| 194 | CVSCVS HEALTH CORP | 1,618 | $109.6M | 0.02% | |
| 195 | PGRPROGRESSIVE CORP | 382 | $108.1M | 0.02% | |
| 196 | WECWEC ENERGY GROUP INC | 973 | $106.0M | 0.02% | |
| 197 | AIGAMERICAN INTL GROUP INC | 1,203 | $104.6M | 0.02% | |
| 198 | SCHDSCHWAB STRATEGIC TR | 3,732 | $104.4M | 0.02% | |
| 199 | TEMTEMPUS AI INC | 2,100 | $101.3M | 0.02% | |
| 200 | PNWPINNACLE WEST CAP CORP | 1,035 | $98.6M | 0.02% |