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Prestige Wealth Management Group LLC
Prestige Wealth Management Group offers financial planning, investment management, insurance, tax, accounting, and estate planning services. They serve a diverse range of clients including executives, business owners, physicians, retirees, and pre-retirees.
Investment Strategy
Integrated financial strategy combining investment advice, financial planning, insurance, accounting, and estate planning.
Latest 13F Filing Activity
Prestige Wealth Management Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,001 equity positions and 2 options positions with a total 13F market value of $491M. The fund increased holdings in Select Sector SPDR TR, Wisdomtree TR, Wisdomtree TR among other positions. Prestige Wealth Management Group LLC reduced exposure to Select Sector SPDR TR, Apple Inc., Wisdomtree TR among others.
Top Holdings
Equity Positions (1,001)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DGRW | WISDOMTREE TR | 10.96% | $53.8M | 642,467 | $50.91 | $83.74 | +$3.4M |
I ICVT | ISHARES TR | 5.81% | $28.5M | 316,618 | $84.95 | $90.10 | +$1.9M |
B BND | VANGUARD BD INDEX FDS | 5.65% | $27.7M | 376,659 | $73.20 | $73.63 | -$860.7K |
A AGGY | WISDOMTREE TR | 5.58% | $27.4M | 628,018 | $48.93 | $43.63 | -$981.8K |
U USHY | ISHARES TR | 5.55% | $27.2M | 725,945 | $35.64 | $37.51 | -$642.4K |
Options Positions (2)
Industry Allocation
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