Prestige Wealth Management Group LLC Q3 2025 Filing
Filed November 10, 2025
Portfolio Value
$518.2B
Holdings
996
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (996 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | AXPAMERICAN EXPRESS CO | 1,667 | $553.7M | 0.11% | |
| 102 | DWDMORGAN STANLEY | 3,451 | $548.6M | 0.11% | |
| 103 | UBERUBER TECHNOLOGIES INC | 5,213 | $510.7M | 0.10% | |
| 104 | CSGPCOSTAR GROUP INC | 6,024 | $508.2M | 0.10% | |
| 105 | BLKBLACKROCK INC | 432 | $503.8M | 0.10% | |
| 106 | LYVLIVE NATION ENTERTAINMENT IN | 3,075 | $502.5M | 0.10% | |
| 107 | VOOVANGUARD INDEX FDS | 808 | $495.9M | 0.10% | |
| 108 | INTUINTUIT | 725 | $495.1M | 0.10% | |
| 109 | VICIVICI PPTYS INC | 14,854 | $484.4M | 0.09% | |
| 110 | VENVENTAS INC | 6,706 | $469.4M | 0.09% | |
| 111 | MDTMEDTRONIC PLC | 4,693 | $450.3M | 0.09% | |
| 112 | SPGIS&P GLOBAL INC | 920 | $447.8M | 0.09% | |
| 113 | ULSTSSGA ACTIVE ETF TR | 10,874 | $442.4M | 0.09% | |
| 114 | IRMIRON MTN INC DEL | 4,338 | $442.2M | 0.09% | |
| 115 | EXREXTRA SPACE STORAGE INC | 3,128 | $440.9M | 0.09% | |
| 116 | LOWLOWES COS INC | 1,751 | $440.2M | 0.08% | |
| 117 | PSNPARSONS CORP DEL | 5,135 | $425.8M | 0.08% | |
| 118 | STLDSTEEL DYNAMICS INC | 3,019 | $422.4M | 0.08% | |
| 119 | CHTRCHARTER COMMUNICATIONS INC N | 1,528 | $420.4M | 0.08% | |
| 120 | ACNACCENTURE PLC IRELAND | 1,691 | $417.0M | 0.08% | |
| 121 | WMWASTE MGMT INC DEL | 1,878 | $414.7M | 0.08% | |
| 122 | KLACKLA CORP | 383 | $413.1M | 0.08% | |
| 123 | AVBAVALONBAY CMNTYS INC | 2,111 | $411.5M | 0.08% | |
| 124 | AMGNAMGEN INC | 1,455 | $410.6M | 0.08% | |
| 125 | FOXAFOX CORP | 6,489 | $409.2M | 0.08% | |
| 126 | APHAMPHENOL CORP NEW | 3,251 | $402.8M | 0.08% | |
| 127 | BRBROADRIDGE FINL SOLUTIONS IN | 1,684 | $402.7M | 0.08% | |
| 128 | MGVVANGUARD WORLD FD | 2,822 | $390.7M | 0.08% | |
| 129 | IWFISHARES TR | 827 | $387.4M | 0.07% | |
| 130 | VTIVANGUARD INDEX FDS | 1,132 | $372.4M | 0.07% | |
| 131 | THCTENET HEALTHCARE CORP | 1,806 | $366.7M | 0.07% | |
| 132 | CBCHUBB LIMITED | 1,239 | $351.0M | 0.07% | |
| 133 | SCHMSCHWAB STRATEGIC TR | 11,737 | $347.9M | 0.07% | |
| 134 | VOXVANGUARD WORLD FD | 1,847 | $346.7M | 0.07% | |
| 135 | ADIANALOG DEVICES INC | 1,399 | $343.8M | 0.07% | |
| 136 | SCHVSCHWAB STRATEGIC TR | 11,457 | $333.5M | 0.06% | |
| 137 | SBACSBA COMMUNICATIONS CORP NEW | 1,715 | $331.6M | 0.06% | |
| 138 | TXNTEXAS INSTRS INC | 1,781 | $327.2M | 0.06% | |
| 139 | SHWSHERWIN WILLIAMS CO | 942 | $326.2M | 0.06% | |
| 140 | SYKSTRYKER CORPORATION | 880 | $326.1M | 0.06% | |
| 141 | OMCOMNICOM GROUP INC | 3,912 | $321.7M | 0.06% | |
| 142 | RTXRTX CORPORATION | 1,921 | $321.4M | 0.06% | |
| 143 | EQREQUITY RESIDENTIAL | 4,848 | $317.2M | 0.06% | |
| 144 | GOOGALPHABET INC | 1,270 | $309.3M | 0.06% | |
| 145 | DASHDOORDASH INC | 1,136 | $309.0M | 0.06% | |
| 146 | MRSHMARSH & MCLENNAN COS INC | 1,503 | $303.0M | 0.06% | |
| 147 | SBUXSTARBUCKS CORP | 3,532 | $298.8M | 0.06% | |
| 148 | CMECME GROUP INC | 1,104 | $298.4M | 0.06% | |
| 149 | MOALTRIA GROUP INC | 4,412 | $296.1M | 0.06% | |
| 150 | BIVVANGUARD BD INDEX FDS | 3,763 | $293.9M | 0.06% | |
| 151 | WYWEYERHAEUSER CO MTN BE | 11,239 | $278.6M | 0.05% | |
| 152 | TKOTKO GROUP HOLDINGS INC | 1,366 | $275.9M | 0.05% | |
| 153 | APDAIR PRODS & CHEMS INC | 1,010 | $275.6M | 0.05% | |
| 154 | DHRDANAHER CORPORATION | 1,374 | $272.8M | 0.05% | |
| 155 | ICEINTERCONTINENTAL EXCHANGE IN | 1,613 | $271.8M | 0.05% | |
| 156 | ALSALLSTATE CORP | 1,252 | $270.0M | 0.05% | |
| 157 | ABNBAIRBNB INC | 2,197 | $266.8M | 0.05% | |
| 158 | ACMAECOM | 1,921 | $250.6M | 0.05% | |
| 159 | CVXCHEVRON CORP NEW | 1,580 | $245.4M | 0.05% | |
| 160 | PSKYPARAMOUNT SKYDANCE CORP | 12,146 | $230.4M | 0.04% | |
| 161 | URIUNITED RENTALS INC | 240 | $229.1M | 0.04% | |
| 162 | INVHINVITATION HOMES INC | 7,795 | $228.6M | 0.04% | |
| 163 | IWBISHARES TR | 625 | $228.4M | 0.04% | |
| 164 | MDLZMONDELEZ INTL INC | 3,618 | $227.8M | 0.04% | |
| 165 | NWSANEWS CORP NEW | 7,377 | $227.3M | 0.04% | |
| 166 | ETRENTERGY CORP NEW | 2,433 | $226.7M | 0.04% | |
| 167 | SPBOSPDR SERIES TRUST | 7,308 | $216.5M | 0.04% | |
| 168 | TEMTEMPUS AI INC | 2,600 | $209.8M | 0.04% | |
| 169 | SPYSPDR S&P 500 ETF TR | 308 | $205.5M | 0.04% | |
| 170 | BABOEING CO | 944 | $203.7M | 0.04% | |
| 171 | SPTMSPDR SERIES TRUST | 2,499 | $201.6M | 0.04% | |
| 172 | ELVELEVANCE HEALTH INC FORMERLY | 620 | $200.4M | 0.04% | |
| 173 | BKBANK NEW YORK MELLON CORP | 1,834 | $199.8M | 0.04% | |
| 174 | IPGINTERPUBLIC GROUP COS INC | 7,153 | $199.6M | 0.04% | |
| 175 | PFEPFIZER INC | 7,797 | $198.7M | 0.04% | |
| 176 | XLRESELECT SECTOR SPDR TR | 4,500 | $189.6M | 0.04% | |
| 177 | TRVCCITIGROUP INC | 1,816 | $184.3M | 0.04% | |
| 178 | NOCNORTHROP GRUMMAN CORP | 291 | $177.3M | 0.03% | |
| 179 | SCHZSCHWAB STRATEGIC TR | 7,318 | $171.8M | 0.03% | |
| 180 | MTCHMATCH GROUP INC NEW | 4,823 | $170.3M | 0.03% | |
| 181 | HCAHCA HEALTHCARE INC | 398 | $169.6M | 0.03% | |
| 182 | RFREGIONS FINANCIAL CORP NEW | 6,304 | $167.9M | 0.03% | |
| 183 | MBBISHARES TR | 1,750 | $166.5M | 0.03% | |
| 184 | XTLSPDR SERIES TRUST | 1,144 | $160.1M | 0.03% | |
| 185 | MUJBLACKROCK MUNIHLDGS NJ QLTY | 13,641 | $158.8M | 0.03% | |
| 186 | NFGNATIONAL FUEL GAS CO | 1,700 | $157.9M | 0.03% | |
| 187 | TRVTRAVELERS COMPANIES INC | 555 | $155.0M | 0.03% | |
| 188 | IWVISHARES TR | 404 | $153.2M | 0.03% | |
| 189 | MINTPIMCO ETF TR | 1,519 | $152.9M | 0.03% | |
| 190 | IWSISHARES TR | 1,093 | $152.7M | 0.03% | |
| 191 | USINWISDOMTREE TR | 3,000 | $152.0M | 0.03% | |
| 192 | TOTLSSGA ACTIVE ETF TR | 3,740 | $151.7M | 0.03% | |
| 193 | MARMARRIOTT INTL INC NEW | 549 | $143.0M | 0.03% | |
| 194 | CITHE CIGNA GROUP | 483 | $139.2M | 0.03% | |
| 195 | AHRAMERICAN HEALTHCARE REIT INC | 3,267 | $138.1M | 0.03% | |
| 196 | IBMINTERNATIONAL BUSINESS MACHS | 487 | $137.4M | 0.03% | |
| 197 | NDQINVESCO QQQ TR | 225 | $135.2M | 0.03% | |
| 198 | WFCWELLS FARGO CO NEW | 1,604 | $134.4M | 0.03% | |
| 199 | SPYGSPDR SERIES TRUST | 1,273 | $133.0M | 0.03% | |
| 200 | GILDGILEAD SCIENCES INC | 1,145 | $127.1M | 0.02% |