Prestige Wealth Management Group LLC Top Holdings and 13F Report (2025) About Prestige Wealth Management Group LLCInvestment ActivityPrestige Wealth Management Group LLC has $467.86 million in total holdings as of March 31, 2025.Prestige Wealth Management Group LLC owns shares of 1,011 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 6.38% of the portfolio was purchased this quarter.About 6.44% of the portfolio was sold this quarter.This quarter, Prestige Wealth Management Group LLC has purchased 1,046 new stocks and bought additional shares in 166 stocks.Prestige Wealth Management Group LLC sold shares of 171 stocks and completely divested from 68 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $50,427,197Vanguard Total Bond Market ETF $28,594,085WisdomTree Yield Enhanced U.S. Aggregate Bond Fund $28,382,213iShares Broad USD High Yield Corporate Bond ETF $27,872,643iShares Convertible Bond ETF $26,656,123 Largest New Holdings this Quarter 65250K105 - NEWSMAX INC $36,244 Holding26622P107 - Doximity $6,152 Holding601137102 - MILLROSE PPTYS INC $4,454 Holding898349204 - TrustCo Bank Corp NY $3,701 Holding33734X846 - First Trust Nasdaq Cybersecurity ETF $1,890 Holding Largest Purchases this Quarter Health Care Select Sector SPDR Fund 99,758 shares (about $14.57M)WisdomTree Yield Enhanced U.S. Aggregate Bond Fund 49,059 shares (about $2.13M)Vanguard Total Bond Market ETF 22,832 shares (about $1.68M)Vanguard Value ETF 9,679 shares (about $1.67M)NYLI MacKay Shields Municipal Intermediate ETF 65,699 shares (about $1.57M) Largest Sales this Quarter Materials Select Sector SPDR Fund 137,069 shares (about $11.79M)Vanguard Tax-Exempt Bond ETF 44,091 shares (about $2.19M)WisdomTree U.S. Quality Growth Fund 43,125 shares (about $1.89M)Technology Select Sector SPDR Fund 6,419 shares (about $1.33M)Vanguard Growth ETF 3,476 shares (about $1.29M) 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$50,427,197$1,207,084 ▼-2.3%631,44510.8%ManufacturingBNDVanguard Total Bond Market ETF$28,594,085$1,677,010 ▲6.2%389,3006.1%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$28,382,213$2,130,633 ▲8.1%653,5166.1%FinanceUSHYiShares Broad USD High Yield Corporate Bond ETF$27,872,643$1,200,227 ▲4.5%757,2036.0%ETFICVTiShares Convertible Bond ETF$26,656,123$380,760 ▲1.4%318,8155.7%ETFAAPLApple$24,016,532$129,946 ▼-0.5%108,1195.1%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$21,591,999$14,565,693 ▲207.3%147,8804.6%ETFQGRWWisdomTree U.S. Quality Growth Fund$16,814,798$1,893,188 ▼-10.1%383,0253.6%ETFCLColgate-Palmolive$13,833,794$6,465 ▲0.0%147,6393.0%Consumer StaplesXLPConsumer Staples Select Sector SPDR Fund$13,326,503$114,256 ▼-0.9%163,1752.8%ETFMSFTMicrosoft$9,319,244$647,561 ▼-6.5%24,8252.0%Computer and TechnologyVTVVanguard Value ETF$8,741,681$1,671,951 ▲23.6%50,6061.9%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$7,478,242$1,312,007 ▲21.3%97,0571.6%ETFVUGVanguard Growth ETF$6,768,254$1,288,979 ▼-16.0%18,2521.4%ETFMMITNYLI MacKay Shields Municipal Intermediate ETF$6,602,801$1,574,805 ▲31.3%275,4611.4%ETFXLCCommunication Services Select Sector SPDR Fund$6,491,085$535,298 ▼-7.6%67,3001.4%ETFNVDANVIDIA$5,850,115$259,268 ▼-4.2%53,9731.3%Computer and TechnologyGOOGLAlphabet$5,688,130$89,227 ▲1.6%36,7831.2%Computer and TechnologyMDYGSPDR S&P 400 Mid Cap Growth ETF$5,633,993$646,641 ▼-10.3%70,9041.2%ETFXLKTechnology Select Sector SPDR Fund$5,589,715$1,325,418 ▼-19.2%27,0711.2%ETFFMBFirst Trust Managed Municipal ETF$4,960,889$639,202 ▲14.8%98,3871.1%ManufacturingJNJJohnson & Johnson$4,775,046$358,879 ▲8.1%28,7931.0%MedicalMETAMeta Platforms$4,367,657$210,371 ▼-4.6%7,5780.9%Computer and TechnologyAMZNAmazon.com$4,068,331$231,547 ▼-5.4%21,3830.9%Retail/WholesaleJPMJPMorgan Chase & Co.$3,609,878$3,434 ▼-0.1%14,7160.8%FinanceVVisa$3,586,751$26,286 ▲0.7%10,2340.8%Business ServicesIHIiShares U.S. Medical Devices ETF$3,557,651$525,218 ▲17.3%59,1070.8%ETFMRKMerck & Co., Inc.$2,883,536$44,107 ▲1.6%31,8380.6%MedicalSLYGSPDR S&P 600 Small Cap Growth ETF$2,852,295$547,800 ▼-16.1%34,3650.6%ETFXOMExxon Mobil$2,829,527$181,959 ▼-6.0%23,7920.6%EnergySLYVSPDR S&P 600 Small Cap Value ETF$2,807,740$538,608 ▼-16.1%35,8130.6%ETFCOSTCostco Wholesale$2,537,616$13,241 ▼-0.5%2,6830.5%Retail/WholesaleWMTWalmart$2,473,976$49,381 ▲2.0%28,1060.5%Retail/WholesaleSCHBSchwab US Broad Market ETF$2,267,499$455,575 ▼-16.7%105,3180.5%ETFSKYYFirst Trust Cloud Computing ETF$2,236,997$846,260 ▼-27.4%21,8820.5%ManufacturingNFLXNetflix$2,231,545$133,352 ▲6.4%2,3930.5%Consumer DiscretionaryHDHome Depot$2,206,409$244,098 ▼-10.0%6,0200.5%Retail/WholesaleBRK.BBerkshire Hathaway$2,177,721$4,261 ▼-0.2%4,0890.5%FinanceAVGOBroadcom$2,128,750$469,651 ▲28.3%12,7140.5%Computer and TechnologyBACBank of America$1,971,787$11,643 ▼-0.6%47,2510.4%FinanceUNHUnitedHealth Group$1,919,223$8,381 ▲0.4%3,6640.4%MedicalADPAutomatic Data Processing$1,727,981$7,370 ▲0.4%5,6270.4%Business ServicesBMYBristol-Myers Squibb$1,725,113$30,068 ▼-1.7%28,2850.4%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$1,659,461$119,366 ▼-6.7%66,2720.4%ETFORCLOracle$1,583,180$5,033 ▲0.3%11,3240.3%Computer and TechnologyPGProcter & Gamble$1,564,102$11,418 ▲0.7%9,1780.3%Consumer StaplesPLDPrologis$1,516,768$29,624 ▲2.0%13,5680.3%FinanceMAMastercard$1,444,305$24,666 ▲1.7%2,6350.3%Business ServicesAMTAmerican Tower$1,434,638$32,640 ▲2.3%6,5930.3%FinancePEGPublic Service Enterprise Group$1,386,660$494 ▲0.0%16,8490.3%UtilitiesTSLATesla$1,277,918$88,114 ▼-6.5%4,9310.3%Auto/Tires/TrucksWELLWelltower$1,271,031$45,503 ▲3.7%8,2960.3%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,225,396$699,122 ▼-36.3%23,7710.3%ETFVTEBVanguard Tax-Exempt Bond ETF$1,199,415$2,187,796 ▼-64.6%24,1720.3%ETFTAT&T$1,151,766$20,984 ▲1.9%40,7270.2%Computer and TechnologyEQIXEquinix$1,150,460$48,106 ▲4.4%1,4110.2%FinanceXLFFinancial Select Sector SPDR Fund$1,108,273$128,161 ▼-10.4%22,2500.2%ETFCMCSAComcast$1,071,667$61,956 ▲6.1%29,0420.2%Consumer DiscretionaryVZVerizon Communications$1,025,539$93,486 ▲10.0%22,6090.2%Computer and TechnologyLINDE PLC$1,016,027$24,679 ▲2.5%2,1820.2%SHSDFUSDimensional U.S. Equity ETF$942,339$27,216 ▼-2.8%15,5810.2%ETFABBVAbbVie$935,964$20,743 ▲2.3%4,4670.2%MedicalGSThe Goldman Sachs Group$905,311$1,093 ▼-0.1%1,6570.2%FinanceMCDMcDonald's$901,674$4,997 ▲0.6%2,8870.2%Retail/WholesaleKOCoca-Cola$844,814$14,137 ▲1.7%11,7130.2%Consumer StaplesCATCaterpillar$831,811$2,968 ▲0.4%2,5220.2%IndustrialsMGKVanguard Mega Cap Growth ETF$791,351$94,826 ▼-10.7%2,5620.2%ETFTMUST-Mobile US$789,996$38,140 ▼-4.6%2,9620.2%Computer and TechnologyORealty Income$754,537$14,270 ▲1.9%13,0070.2%FinanceHONHoneywell International$745,106$14,822 ▲2.0%3,5190.2%Multi-Sector ConglomeratesLMTLockheed Martin$744,382$3,128 ▲0.4%1,6660.2%AerospaceUNPUnion Pacific$725,213$12,992 ▲1.8%3,0700.2%TransportationDISWalt Disney$718,650$72,349 ▼-9.1%7,2810.2%Consumer DiscretionarySPGSimon Property Group$716,470$14,117 ▲2.0%4,3140.2%FinancePSAPublic Storage$694,353$19,155 ▲2.8%2,3200.1%FinanceCSCOCisco Systems$689,317$12,034 ▲1.8%11,1700.1%Computer and TechnologyTTWOTake-Two Interactive Software$672,735$63,211 ▼-8.6%3,2460.1%Consumer DiscretionaryUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$661,236$5,033 ▼-0.8%13,1380.1%FinanceCCICrown Castle$660,402$9,172 ▲1.4%6,3360.1%FinancePEPPepsiCo$652,657$14,543 ▲2.3%4,3530.1%Consumer StaplesDLRDigital Realty Trust$644,233$19,487 ▲3.1%4,4960.1%FinanceCHTRCharter Communications$624,660$4,791 ▲0.8%1,6950.1%Consumer DiscretionaryMCKMcKesson$594,873$24,253 ▼-3.9%8830.1%MedicalABTAbbott Laboratories$593,868$6,234 ▲1.1%4,4770.1%MedicalQCOMQUALCOMM$564,479$19,046 ▼-3.3%3,6750.1%Computer and TechnologyNEENextEra Energy$556,051$9,995 ▲1.8%7,8440.1%UtilitiesCBRECBRE Group$554,509$11,509 ▲2.1%4,2400.1%FinanceEAElectronic Arts$547,731$6,214 ▼-1.1%3,7900.1%Consumer DiscretionaryWBDWarner Bros. Discovery$543,626$3,262 ▲0.6%50,6640.1%Consumer DiscretionaryVRTVertiv$540,417$273,638 ▲102.6%7,4850.1%Computer and TechnologyETNEaton$533,331$11,417 ▼-2.1%1,9620.1%IndustrialsAPDAir Products and Chemicals$532,738$206,193 ▲63.1%1,8060.1%Basic MaterialsACNAccenture$525,476$2,808 ▼-0.5%1,6840.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$520,670$45,006 ▼-8.0%2,6840.1%ETFSPBOSPDR Portfolio Corporate Bond ETF$499,5490.0%17,2080.1%ETFSPGIS&P Global$498,002$11,180 ▲2.3%9800.1%Business ServicesIWPiShares Russell Mid-Cap Growth ETF$489,532$45,464 ▼-8.5%4,1670.1%ETFVICIVICI Properties$475,013$7,731 ▲1.7%14,5620.1%FinanceLLYEli Lilly and Company$463,336$37,166 ▼-7.4%5610.1%MedicalEXRExtra Space Storage$461,656$13,216 ▲2.9%3,1090.1%FinanceShowing largest 100 holdings. View all holdings. 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