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 |
|---|---|---|---|---|---|
| 101 | AMATAPPLIED MATLS INC | 2,929 | $536.2M | 0.11% | |
| 102 | ACNACCENTURE PLC IRELAND | 1,666 | $498.0M | 0.10% | |
| 103 | DWDMORGAN STANLEY | 3,417 | $481.3M | 0.10% | |
| 104 | SPGIS&P GLOBAL INC | 912 | $481.0M | 0.10% | |
| 105 | APDAIR PRODS & CHEMS INC | 1,664 | $469.5M | 0.10% | |
| 106 | VICIVICI PPTYS INC | 14,280 | $465.5M | 0.09% | |
| 107 | CSGPCOSTAR GROUP INC | 5,765 | $463.5M | 0.09% | |
| 108 | VOOVANGUARD INDEX FDS | 807 | $459.5M | 0.09% | |
| 109 | EXREXTRA SPACE STORAGE INC | 3,040 | $448.2M | 0.09% | |
| 110 | BLKBLACKROCK INC | 427 | $448.1M | 0.09% | |
| 111 | ULSTSSGA ACTIVE ETF TR | 10,752 | $437.2M | 0.09% | |
| 112 | UBERUBER TECHNOLOGIES INC | 4,616 | $430.7M | 0.09% | |
| 113 | IRMIRON MTN INC DEL | 4,172 | $427.9M | 0.09% | |
| 114 | AVBAVALONBAY CMNTYS INC | 2,071 | $425.1M | 0.09% | |
| 115 | WMWASTE MGMT INC DEL | 1,807 | $413.5M | 0.08% | |
| 116 | BRBROADRIDGE FINL SOLUTIONS IN | 1,684 | $410.7M | 0.08% | |
| 117 | VENVENTAS INC | 6,377 | $402.7M | 0.08% | |
| 118 | OMCOMNICOM GROUP INC | 5,480 | $398.1M | 0.08% | |
| 119 | LOWLOWES COS INC | 1,774 | $393.7M | 0.08% | |
| 120 | MDTMEDTRONIC PLC | 4,454 | $391.4M | 0.08% | |
| 121 | OKLOOKLO INC | 6,965 | $390.0M | 0.08% | |
| 122 | SBACSBA COMMUNICATIONS CORP NEW | 1,655 | $388.7M | 0.08% | |
| 123 | AMGNAMGEN INC | 1,367 | $381.6M | 0.08% | |
| 124 | STLDSTEEL DYNAMICS INC | 2,964 | $380.9M | 0.08% | |
| 125 | MGVVANGUARD WORLD FD | 2,822 | $372.2M | 0.08% | |
| 126 | TXNTEXAS INSTRS INC | 1,788 | $371.2M | 0.08% | |
| 127 | PSNPARSONS CORP DEL | 5,135 | $368.5M | 0.08% | |
| 128 | IWFISHARES TR | 847 | $359.6M | 0.07% | |
| 129 | CBCHUBB LIMITED | 1,236 | $359.3M | 0.07% | |
| 130 | SYKSTRYKER CORPORATION | 874 | $346.6M | 0.07% | |
| 131 | KLACKLA CORP | 385 | $344.9M | 0.07% | |
| 132 | VTIVANGUARD INDEX FDS | 1,129 | $344.2M | 0.07% | |
| 133 | TKOTKO GROUP HOLDINGS INC | 1,870 | $340.2M | 0.07% | |
| 134 | FOXAFOX CORP | 6,040 | $338.5M | 0.07% | |
| 135 | NOWSERVICENOW INC | 324 | $333.1M | 0.07% | |
| 136 | ADIANALOG DEVICES INC | 1,384 | $329.5M | 0.07% | |
| 137 | SCHMSCHWAB STRATEGIC TR | 11,737 | $329.2M | 0.07% | |
| 138 | MRSHMARSH & MCLENNAN COS INC | 1,486 | $325.0M | 0.07% | |
| 139 | EQREQUITY RESIDENTIAL | 4,720 | $321.8M | 0.07% | |
| 140 | SBUXSTARBUCKS CORP | 3,478 | $318.7M | 0.06% | |
| 141 | APHAMPHENOL CORP NEW | 3,214 | $317.9M | 0.06% | |
| 142 | SHWSHERWIN WILLIAMS CO | 925 | $317.7M | 0.06% | |
| 143 | SCHVSCHWAB STRATEGIC TR | 11,457 | $317.0M | 0.06% | |
| 144 | VOXVANGUARD WORLD FD | 1,848 | $316.1M | 0.06% | |
| 145 | THCTENET HEALTHCARE CORP | 1,779 | $313.1M | 0.06% | |
| 146 | RTXRTX CORPORATION | 2,114 | $308.7M | 0.06% | |
| 147 | NWSANEWS CORP NEW | 10,327 | $306.9M | 0.06% | |
| 148 | CMECME GROUP INC | 1,095 | $301.9M | 0.06% | |
| 149 | ICEINTERCONTINENTAL EXCHANGE IN | 1,587 | $291.2M | 0.06% | |
| 150 | DHRDANAHER CORPORATION | 1,360 | $269.1M | 0.05% | |
| 151 | INVHINVITATION HOMES INC | 7,831 | $256.9M | 0.05% | |
| 152 | MOALTRIA GROUP INC | 4,255 | $253.8M | 0.05% | |
| 153 | WYWEYERHAEUSER CO MTN BE | 9,874 | $253.7M | 0.05% | |
| 154 | ALSALLSTATE CORP | 1,245 | $251.9M | 0.05% | |
| 155 | IPGINTERPUBLIC GROUP COS INC | 10,181 | $249.2M | 0.05% | |
| 156 | MDLZMONDELEZ INTL INC | 3,566 | $242.2M | 0.05% | |
| 157 | ELVELEVANCE HEALTH INC | 622 | $242.0M | 0.05% | |
| 158 | MUMICRON TECHNOLOGY INC | 1,838 | $226.5M | 0.05% | Call |
| 159 | GOOGALPHABET INC | 1,270 | $225.3M | 0.05% | |
| 160 | 0VVBPARAMOUNT GLOBAL | 17,086 | $221.3M | 0.05% | |
| 161 | AXPAMERICAN EXPRESS CO | 682 | $217.5M | 0.04% | |
| 162 | MTCHMATCH GROUP INC NEW | 7,008 | $216.5M | 0.04% | |
| 163 | SPBOSPDR SERIES TRUST | 7,308 | $213.5M | 0.04% | |
| 164 | IWBISHARES TR | 625 | $212.2M | 0.04% | |
| 165 | BIVVANGUARD BD INDEX FDS | 2,720 | $210.4M | 0.04% | |
| 166 | ETRENTERGY CORP NEW | 2,408 | $200.2M | 0.04% | |
| 167 | BABOEING CO | 942 | $197.4M | 0.04% | |
| 168 | PFEPFIZER INC | 7,880 | $191.0M | 0.04% | |
| 169 | SPTMSPDR SERIES TRUST | 2,499 | $187.2M | 0.04% | |
| 170 | URIUNITED RENTALS INC | 240 | $180.8M | 0.04% | |
| 171 | SCHZSCHWAB STRATEGIC TR | 7,526 | $174.9M | 0.04% | |
| 172 | SPYSPDR S&P 500 ETF TR | 281 | $173.9M | 0.04% | |
| 173 | BKBANK NEW YORK MELLON CORP | 1,847 | $168.3M | 0.03% | |
| 174 | TEMTEMPUS AI INC | 2,600 | $165.2M | 0.03% | |
| 175 | MBBISHARES TR | 1,750 | $164.3M | 0.03% | |
| 176 | CITHE CIGNA GROUP | 491 | $162.3M | 0.03% | |
| 177 | XLRESELECT SECTOR SPDR TR | 3,824 | $158.4M | 0.03% | |
| 178 | TRVCCITIGROUP INC | 1,816 | $154.6M | 0.03% | |
| 179 | MINTPIMCO ETF TR | 1,519 | $152.7M | 0.03% | |
| 180 | HCAHCA HEALTHCARE INC | 398 | $152.5M | 0.03% | |
| 181 | USINWISDOMTREE TR | 3,000 | $150.9M | 0.03% | |
| 182 | TOTLSSGA ACTIVE ETF TR | 3,740 | $150.0M | 0.03% | |
| 183 | MARMARRIOTT INTL INC NEW | 549 | $150.0M | 0.03% | |
| 184 | RFREGIONS FINANCIAL CORP NEW | 6,304 | $149.8M | 0.03% | |
| 185 | TRVTRAVELERS COMPANIES INC | 558 | $149.3M | 0.03% | |
| 186 | NOCNORTHROP GRUMMAN CORP | 291 | $145.5M | 0.03% | |
| 187 | NFGNATIONAL FUEL GAS CO | 1,700 | $144.9M | 0.03% | |
| 188 | IWSISHARES TR | 1,093 | $144.5M | 0.03% | |
| 189 | IBMINTERNATIONAL BUSINESS MACHS | 487 | $143.6M | 0.03% | |
| 190 | IWVISHARES TR | 403 | $141.6M | 0.03% | |
| 191 | XTLSPDR SERIES TRUST | 1,171 | $137.4M | 0.03% | |
| 192 | CDWCDW CORP | 762 | $136.1M | 0.03% | |
| 193 | NDQINVESCO QQQ TR | 241 | $133.0M | 0.03% | |
| 194 | WFCWELLS FARGO CO NEW | 1,604 | $128.5M | 0.03% | |
| 195 | GILDGILEAD SCIENCES INC | 1,121 | $124.3M | 0.03% | |
| 196 | SPYGSPDR SERIES TRUST | 1,273 | $121.3M | 0.02% | |
| 197 | AHRAMERICAN HEALTHCARE REIT INC | 3,267 | $120.8M | 0.02% | |
| 198 | HESHESS CORP | 868 | $120.3M | 0.02% | |
| 199 | PRUPRUDENTIAL FINL INC | 1,086 | $116.7M | 0.02% | |
| 200 | CVSCVS HEALTH CORP | 1,660 | $114.5M | 0.02% |