Prestige Wealth Management Group LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$490.7B
Holdings
1,007
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,007 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DGRWWISDOMTREE TR | 642,467 | $53.8B | 10.96% | |
| 2 | ICVTISHARES TR | 316,618 | $28.5B | 5.81% | |
| 3 | BNDVANGUARD BD INDEX FDS | 376,659 | $27.7B | 5.65% | |
| 4 | AGGYWISDOMTREE TR | 628,018 | $27.4B | 5.58% | |
| 5 | USHYISHARES TR | 725,945 | $27.2B | 5.55% | |
| 6 | AAPLAPPLE INC | 105,450 | $21.6B | 4.41% | |
| 7 | QGRWWISDOMTREE TR | 391,703 | $20.6B | 4.19% | |
| 8 | CLCOLGATE PALMOLIVE CO | 149,630 | $13.6B | 2.77% | |
| 9 | XLBSELECT SECTOR SPDR TR | 145,452 | $12.8B | 2.60% | |
| 10 | XLFISELECT SECTOR SPDR TR | 157,194 | $12.7B | 2.59% | |
| 11 | MSFTMICROSOFT CORP | 24,905 | $12.4B | 2.52% | |
| 12 | VTVVANGUARD INDEX FDS | 53,247 | $9.5B | 1.93% | |
| 13 | NVDANVIDIA CORPORATION | 54,534 | $8.6B | 1.76% | |
| 14 | XLVSELECT SECTOR SPDR TR | 60,844 | $8.2B | 1.67% | |
| 15 | VUGVANGUARD INDEX FDS | 18,566 | $8.1B | 1.66% | |
| 16 | MDYVSPDR SERIES TRUST | 99,136 | $7.9B | 1.60% | |
| 17 | XLCSELECT SECTOR SPDR TR | 68,719 | $7.5B | 1.52% | |
| 18 | XLKSELECT SECTOR SPDR TR | 27,344 | $6.9B | 1.41% | |
| 19 | GOOGLALPHABET INC | 37,983 | $6.7B | 1.36% | Call |
| 20 | MDYGSPDR SERIES TRUST | 71,502 | $6.2B | 1.27% | |
| 21 | MMITNEW YORK LIFE INVTS ACTIVE E | 259,805 | $6.2B | 1.26% | |
| 22 | METAMETA PLATFORMS INC | 6,778 | $5.0B | 1.02% | |
| 23 | FMBFIRST TR EXCH TRADED FD III | 91,504 | $4.6B | 0.93% | |
| 24 | AMZNAMAZON COM INC | 20,741 | $4.6B | 0.93% | |
| 25 | JPMJPMORGAN CHASE & CO. | 14,312 | $4.1B | 0.85% | |
| 26 | JNJJOHNSON & JOHNSON | 26,732 | $4.1B | 0.83% | |
| 27 | IHIISHARES TR | 60,797 | $3.8B | 0.78% | |
| 28 | VVISA INC | 10,459 | $3.7B | 0.76% | |
| 29 | AVGOBROADCOM INC | 12,458 | $3.4B | 0.70% | |
| 30 | SLYGSPDR SERIES TRUST | 34,759 | $3.1B | 0.63% | |
| 31 | NFLXNETFLIX INC | 2,240 | $3.0B | 0.61% | |
| 32 | SLYVSPDR SERIES TRUST | 36,446 | $2.9B | 0.59% | |
| 33 | SKYYFIRST TR EXCHANGE TRADED FD | 23,483 | $2.9B | 0.58% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 2,786 | $2.8B | 0.56% | |
| 35 | XOMEXXON MOBIL CORP | 25,280 | $2.7B | 0.56% | |
| 36 | WMTWALMART INC | 26,959 | $2.6B | 0.54% | |
| 37 | ORCLORACLE CORP | 11,315 | $2.5B | 0.50% | |
| 38 | MRKMERCK & CO INC | 29,870 | $2.4B | 0.49% | |
| 39 | SCHBSCHWAB STRATEGIC TR | 95,388 | $2.3B | 0.46% | |
| 40 | HDHOME DEPOT INC | 5,928 | $2.2B | 0.44% | |
| 41 | BACBANK AMERICA CORP | 45,914 | $2.2B | 0.44% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,093 | $2.0B | 0.41% | |
| 43 | SCHGSCHWAB STRATEGIC TR | 63,219 | $1.8B | 0.38% | |
| 44 | ADPAUTOMATIC DATA PROCESSING IN | 5,849 | $1.8B | 0.37% | |
| 45 | LLYELI LILLY & CO | 2,043 | $1.6B | 0.32% | |
| 46 | TSLATESLA INC | 4,667 | $1.5B | 0.30% | |
| 47 | MAMASTERCARD INCORPORATED | 2,603 | $1.5B | 0.30% | |
| 48 | AMTAMERICAN TOWER CORP NEW | 6,457 | $1.4B | 0.29% | |
| 49 | PEGPUBLIC SVC ENTERPRISE GRP IN | 16,855 | $1.4B | 0.29% | |
| 50 | PGPROCTER AND GAMBLE CO | 8,882 | $1.4B | 0.29% | |
| 51 | PLDPROLOGIS INC. | 13,292 | $1.4B | 0.28% | |
| 52 | WELLWELLTOWER INC | 8,376 | $1.3B | 0.26% | |
| 53 | VTEBVANGUARD MUN BD FDS | 24,118 | $1.2B | 0.24% | |
| 54 | GSGOLDMAN SACHS GROUP INC | 1,668 | $1.2B | 0.24% | |
| 55 | MUNIPIMCO ETF TR | 22,398 | $1.2B | 0.23% | |
| 56 | EQIXEQUINIX INC | 1,392 | $1.1B | 0.23% | |
| 57 | TAT&T INC | 34,566 | $1.0B | 0.20% | |
| 58 | CATCATERPILLAR INC | 2,556 | $992.3M | 0.20% | |
| 59 | VRTVERTIV HOLDINGS CO | 7,636 | $980.5M | 0.20% | |
| 60 | UNHUNITEDHEALTH GROUP INC | 3,071 | $958.2M | 0.20% | |
| 61 | DFUSDIMENSIONAL ETF TRUST | 14,131 | $947.1M | 0.19% | |
| 62 | MGKVANGUARD WORLD FD | 2,562 | $939.1M | 0.19% | |
| 63 | DISDISNEY WALT CO | 7,476 | $927.1M | 0.19% | |
| 64 | BACVERIZON COMMUNICATIONS INC | 20,396 | $882.5M | 0.18% | |
| 65 | ABBVABBVIE INC | 4,600 | $853.9M | 0.17% | |
| 66 | HONHONEYWELL INTL INC | 3,628 | $844.9M | 0.17% | |
| 67 | MCDMCDONALDS CORP | 2,882 | $841.9M | 0.17% | |
| 68 | ETNEATON CORP PLC | 2,356 | $841.1M | 0.17% | |
| 69 | LINLINDE PLC | 1,785 | $837.5M | 0.17% | |
| 70 | BMYBRISTOL-MYERS SQUIBB CO | 17,801 | $824.0M | 0.17% | |
| 71 | CMCSACOMCAST CORP NEW | 22,470 | $801.9M | 0.16% | |
| 72 | CSCOCISCO SYS INC | 11,348 | $787.4M | 0.16% | |
| 73 | KOCOCA COLA CO | 11,005 | $784.1M | 0.16% | |
| 74 | FQIDIGITAL RLTY TR INC | 4,480 | $781.0M | 0.16% | |
| 75 | LMTLOCKHEED MARTIN CORP | 1,662 | $769.9M | 0.16% | |
| 76 | OREALTY INCOME CORP | 12,733 | $733.5M | 0.15% | |
| 77 | UNPUNION PAC CORP | 3,141 | $722.6M | 0.15% | |
| 78 | SPGSIMON PPTY GROUP INC NEW | 4,244 | $682.3M | 0.14% | |
| 79 | NEENEXTERA ENERGY INC | 9,791 | $679.7M | 0.14% | |
| 80 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,761 | $670.5M | 0.14% | |
| 81 | PSAPUBLIC STORAGE OPER CO | 2,273 | $666.9M | 0.14% | |
| 82 | USFRWISDOMTREE TR | 13,083 | $658.2M | 0.13% | |
| 83 | LYVLIVE NATION ENTERTAINMENT IN | 4,297 | $650.1M | 0.13% | |
| 84 | MCKMCKESSON CORP | 882 | $646.9M | 0.13% | |
| 85 | CHTRCHARTER COMMUNICATIONS INC N | 1,572 | $642.6M | 0.13% | |
| 86 | 8CWCROWN CASTLE INC | 6,238 | $640.8M | 0.13% | |
| 87 | WBDWARNER BROS DISCOVERY INC | 55,114 | $631.6M | 0.13% | |
| 88 | EAELECTRONIC ARTS INC | 3,882 | $620.0M | 0.13% | |
| 89 | KDPKEURIG DR PEPPER INC | 17,995 | $599.0M | 0.12% | |
| 90 | CEGCONSTELLATION ENERGY CORP | 1,846 | $595.8M | 0.12% | |
| 91 | TMUST-MOBILE US INC | 2,462 | $586.6M | 0.12% | |
| 92 | QCOMQUALCOMM INC | 3,679 | $585.9M | 0.12% | |
| 93 | ABTABBOTT LABS | 4,304 | $585.4M | 0.12% | |
| 94 | IWPISHARES TR | 4,167 | $577.8M | 0.12% | |
| 95 | CBRECBRE GROUP INC | 4,118 | $577.0M | 0.12% | |
| 96 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,452 | $557.3M | 0.11% | |
| 97 | PEPPEPSICO INC | 4,207 | $555.5M | 0.11% | |
| 98 | VIGVANGUARD SPECIALIZED FUNDS | 2,687 | $552.3M | 0.11% | |
| 99 | INTUINTUIT | 701 | $552.2M | 0.11% | |
| 100 | XLFSELECT SECTOR SPDR TR | 10,460 | $547.8M | 0.11% |
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