Prestige Wealth Management Group LLC Top Holdings and 13F Report (2025) About Prestige Wealth Management Group LLCInvestment ActivityPrestige Wealth Management Group LLC has $490.73 million in total holdings as of June 30, 2025.Prestige Wealth Management Group LLC owns shares of 1,009 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 6.54% of the portfolio was sold this quarter.This quarter, Prestige Wealth Management Group LLC has purchased 1,011 new stocks and bought additional shares in 166 stocks.Prestige Wealth Management Group LLC sold shares of 198 stocks and completely divested from 56 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $53,800,186iShares Convertible Bond ETF $28,527,282Vanguard Total Bond Market ETF $27,733,403WisdomTree Yield Enhanced U.S. Aggregate Bond Fund $27,400,439iShares Broad USD High Yield Corporate Bond ETF $27,230,197 Largest New Holdings this Quarter 858119100 - Steel Dynamics $380,880 Holding87256C101 - TKO GROUP HOLDINGS INC $340,248 Holding134429109 - THE CAMPBELLS COMPANY $8,338 HoldingG65163100 - Joby Aviation $5,803 HoldingG9471C206 - VERTICAL AEROSPACE LTD $5,755 Holding Largest Purchases this Quarter Materials Select Sector SPDR Fund 145,004 shares (about $12.73M)Eli Lilly and Company 1,482 shares (about $1.16M)WisdomTree U.S. Quality Dividend Growth Fund 11,022 shares (about $922.98K)Keurig Dr Pepper 17,814 shares (about $593.01K)Vanguard Value ETF 2,641 shares (about $469.30K) Largest Sales this Quarter Health Care Select Sector SPDR Fund 87,036 shares (about $11.73M)Alphabet 35,483 shares (about $6.25M)iShares Broad USD High Yield Corporate Bond ETF 31,258 shares (about $1.17M)WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 25,498 shares (about $1.11M)Vanguard Total Bond Market ETF 12,641 shares (about $930.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrestige Wealth Management Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$53,800,186$922,982 ▲1.7%642,46711.0%ManufacturingICVTiShares Convertible Bond ETF$28,527,282$197,950 ▼-0.7%316,6185.8%ETFBNDVanguard Total Bond Market ETF$27,733,403$930,757 ▼-3.2%376,6595.7%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$27,400,439$1,112,478 ▼-3.9%628,0185.6%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$27,230,197$1,172,488 ▼-4.1%725,9455.5%ETFAAPLApple$21,635,179$547,599 ▼-2.5%105,4504.4%Computer and TechnologyQGRWWisdomTree U.S. Quality Growth Fund$20,583,993$456,029 ▲2.3%391,7034.2%ETFCLColgate-Palmolive$13,601,390$180,982 ▲1.3%149,6302.8%Consumer StaplesXLBMaterials Select Sector SPDR Fund$12,772,141$12,732,802 ▲32,367.0%145,4522.6%ETFXLPConsumer Staples Select Sector SPDR Fund$12,728,000$484,282 ▼-3.7%157,1942.6%ETFMSFTMicrosoft$12,387,755$39,792 ▲0.3%24,9052.5%Computer and TechnologyVTVVanguard Value ETF$9,461,946$469,303 ▲5.2%53,2471.9%ETFNVDANVIDIA$8,616,394$88,638 ▲1.0%54,5341.8%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$8,201,200$11,731,636 ▼-58.9%60,8441.7%ETFVUGVanguard Growth ETF$8,148,508$137,813 ▲1.7%18,5661.7%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$7,874,373$165,135 ▲2.1%99,1361.6%ETFXLCCommunication Services Select Sector SPDR Fund$7,458,074$154,004 ▲2.1%68,7191.5%ETFXLKTechnology Select Sector SPDR Fund$6,924,230$69,131 ▲1.0%27,3441.4%ETFGOOGLAlphabet$6,464,571$17,623 ▼-0.3%36,6831.3%Computer and TechnologyMDYGSPDR S&P 400 Mid Cap Growth ETF$6,211,336$51,948 ▲0.8%71,5021.3%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$6,196,350$373,396 ▼-5.7%259,8051.3%ETFMETAMeta Platforms$5,002,775$590,472 ▼-10.6%6,7781.0%Computer and TechnologyFMBFirst Trust Managed Municipal ETF$4,558,730$342,911 ▼-7.0%91,5040.9%ManufacturingAMZNAmazon.com$4,550,369$140,848 ▼-3.0%20,7410.9%Retail/WholesaleJPMJPMorgan Chase & Co.$4,149,277$117,126 ▼-2.7%14,3120.8%FinanceJNJJohnson & Johnson$4,083,292$314,816 ▼-7.2%26,7320.8%MedicalIHIiShares U.S. Medical Devices ETF$3,808,325$105,862 ▲2.9%60,7970.8%ETFVVisa$3,713,620$79,890 ▲2.2%10,4590.8%Business ServicesAVGOBroadcom$3,433,920$70,564 ▼-2.0%12,4580.7%Computer and TechnologySLYGSPDR S&P 600 Small Cap Growth ETF$3,084,862$34,968 ▲1.1%34,7590.6%ETFNFLXNetflix$2,999,653$204,887 ▼-6.4%2,2400.6%Consumer DiscretionarySLYVSPDR S&P 600 Small Cap Value ETF$2,906,933$50,488 ▲1.8%36,4460.6%ETFSKYYFirst Trust Cloud Computing ETF$2,856,473$194,746 ▲7.3%23,4830.6%ManufacturingCOSTCostco Wholesale$2,758,069$101,967 ▲3.8%2,7860.6%Retail/WholesaleXOMExxon Mobil$2,725,155$160,405 ▲6.3%25,2800.6%EnergyWMTWalmart$2,636,022$112,152 ▼-4.1%26,9590.5%Retail/WholesaleORCLOracle$2,473,760$1,968 ▼-0.1%11,3150.5%Computer and TechnologyMRKMerck & Co., Inc.$2,388,597$157,374 ▼-6.2%29,8700.5%MedicalSCHBSchwab US Broad Market ETF$2,273,102$236,633 ▼-9.4%95,3880.5%ETFHDHome Depot$2,173,597$33,733 ▼-1.5%5,9280.4%Retail/WholesaleBACBank of America$2,172,667$63,267 ▼-2.8%45,9140.4%FinanceBRK.BBerkshire Hathaway$1,988,258$1,943 ▲0.1%4,0930.4%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,846,639$89,179 ▼-4.6%63,2190.4%ETFADPAutomatic Data Processing$1,812,865$68,808 ▲3.9%5,8490.4%Computer and TechnologyLLYEli Lilly and Company$1,592,581$1,155,264 ▲264.2%2,0430.3%MedicalTSLATesla$1,482,520$83,862 ▼-5.4%4,6670.3%Auto/Tires/TrucksMAMastercard$1,462,744$17,982 ▼-1.2%2,6030.3%Business ServicesAMTAmerican Tower$1,438,070$30,289 ▼-2.1%6,4570.3%FinancePEGPublic Service Enterprise Group$1,418,821$505 ▲0.0%16,8550.3%UtilitiesPGProcter & Gamble$1,415,084$47,159 ▼-3.2%8,8820.3%Consumer StaplesPLDPrologis$1,397,256$29,013 ▼-2.0%13,2920.3%FinanceWELLWelltower$1,287,644$12,298 ▲1.0%8,3760.3%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,182,506$2,648 ▼-0.2%24,1180.2%ETFGSThe Goldman Sachs Group$1,180,673$7,786 ▲0.7%1,6680.2%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,150,362$70,517 ▼-5.8%22,3980.2%ETFEQIXEquinix$1,107,295$15,114 ▼-1.3%1,3920.2%FinanceTAT&T$1,000,331$178,298 ▼-15.1%34,5660.2%Computer and TechnologyCATCaterpillar$992,337$13,200 ▲1.3%2,5560.2%IndustrialsVRTVertiv$980,539$19,390 ▲2.0%7,6360.2%Computer and TechnologyUNHUnitedHealth Group$958,194$185,024 ▼-16.2%3,0710.2%MedicalDFUSDimensional U.S. Equity ETF$947,060$97,179 ▼-9.3%14,1310.2%ETFMGKVanguard Mega Cap Growth ETF$939,1100.0%2,5620.2%ETFDISWalt Disney$927,117$24,182 ▲2.7%7,4760.2%Consumer DiscretionaryVZVerizon Communications$882,544$95,757 ▼-9.8%20,3960.2%Computer and TechnologyABBVAbbVie$853,904$24,689 ▲3.0%4,6000.2%MedicalHONHoneywell International$844,851$25,383 ▲3.1%3,6280.2%Multi-Sector ConglomeratesMCDMcDonald's$841,913$1,461 ▼-0.2%2,8820.2%Retail/WholesaleETNEaton$841,070$140,654 ▲20.1%2,3560.2%IndustrialsLINDE PLC$837,487$186,265 ▼-18.2%1,7850.2%SHSBMYBristol Myers Squibb$824,024$485,314 ▼-37.1%17,8010.2%MedicalCMCSAComcast$801,943$234,551 ▼-22.6%22,4700.2%Consumer DiscretionaryCSCOCisco Systems$787,355$12,350 ▲1.6%11,3480.2%Computer and TechnologyKOCocaCola$784,086$50,444 ▼-6.0%11,0050.2%Consumer StaplesDLRDigital Realty Trust$780,999$2,789 ▼-0.4%4,4800.2%FinanceLMTLockheed Martin$769,916$1,853 ▼-0.2%1,6620.2%AerospaceORealty Income$733,549$15,785 ▼-2.1%12,7330.1%FinanceUNPUnion Pacific$722,647$16,335 ▲2.3%3,1410.1%TransportationSPGSimon Property Group$682,266$11,253 ▼-1.6%4,2440.1%FinanceNEENextEra Energy$679,695$135,161 ▲24.8%9,7910.1%UtilitiesTTWOTake-Two Interactive Software$670,509$117,782 ▼-14.9%2,7610.1%Consumer DiscretionaryPSAPublic Storage$666,945$13,791 ▼-2.0%2,2730.1%FinanceUSFRWisdomTree Floating Rate Treasury Fund$658,206$2,767 ▼-0.4%13,0830.1%FinanceLYVLive Nation Entertainment$650,051$132,219 ▲25.5%4,2970.1%Consumer DiscretionaryMCKMcKesson$646,929$733 ▼-0.1%8820.1%MedicalCHTRCharter Communications$642,650$50,284 ▼-7.3%1,5720.1%Consumer DiscretionaryCCICrown Castle$640,831$10,068 ▼-1.5%6,2380.1%FinanceWBDWarner Bros. Discovery$631,607$50,997 ▲8.8%55,1140.1%Consumer DiscretionaryEAElectronic Arts$619,956$14,692 ▲2.4%3,8820.1%Consumer DiscretionaryKDPKeurig Dr Pepper$599,031$593,006 ▲9,842.0%17,9950.1%Consumer StaplesCEGConstellation Energy$595,816$16,784 ▲2.9%1,8460.1%EnergyTMUST-Mobile US$586,597$119,130 ▼-16.9%2,4620.1%Computer and TechnologyQCOMQUALCOMM$585,883$637 ▲0.1%3,6790.1%Computer and TechnologyABTAbbott Laboratories$585,387$23,530 ▼-3.9%4,3040.1%MedicalIWPiShares Russell Mid-Cap Growth ETF$577,8220.0%4,1670.1%ETFCBRECBRE Group$577,015$17,095 ▼-2.9%4,1180.1%FinanceTSMTaiwan Semiconductor Manufacturing$557,2670.0%2,4520.1%Computer and TechnologyPEPPepsiCo$555,475$19,277 ▼-3.4%4,2070.1%Consumer StaplesVIGVanguard Dividend Appreciation ETF$552,290$617 ▲0.1%2,6870.1%ETFINTUIntuit$552,154$788 ▲0.1%7010.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$547,791$617,443 ▼-53.0%10,4600.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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