Prestige Wealth Management Group LLC Purchases in Q4 2024

Prestige Wealth Management Group LLC

  • $456 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Knife River Corp
200
+ 2000.0%
N/A
210 $0
Atlassian Corporation
16
New
N/A
16 $0
AMEH
Apollo Medical Holdings, Inc.

Healthcare
10
New
N/A
10 $0
OXY
Occidental Petroleum Corp

Energy
27
+ 3.94%
$45.36 - $55.91 $1.22K - $1.51K
712 $35K
Everus Constr Group
10
New
N/A
10 $0
Lam Research Corp
250
New
N/A
250 $0
LESL
Leslie'S, Inc.

Consumer Cyclical
181
New
$2.06 - $3.51 $373 - $635
181 $0
Arista Networks Inc
46
New
N/A
46 $0
Linde PLC
41
+ 1.96%
N/A
2.13K $0
APA
Apa Corp

Energy
20
+ 11.11%
$20.47 - $27.07 $409 - $541
200 $4K
LCID
Lucid Group, Inc.

Consumer Cyclical
154
+ 13.11%
$2.01 - $3.44 $310 - $530
1.33K $4K
MOD
Modine Manufacturing CO

Consumer Cyclical
1
New
$109.77 - $143.22 $110 - $143
1 $0
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 20.55%
$1666.0 - $2117.3 $25K - $31.8K
88 $149K
Ouster Inc
1.5K
New
N/A
1.5K $0
Blackrock Inc
399
New
N/A
399 $0
BTU
Peabody Energy Corp

Energy
19
New
$19.81 - $29.8 $376 - $566
19 $0
Veon LTD
200
New
N/A
200 $0
BAX
Baxter International Inc

Healthcare
13
+ 27.66%
$28.63 - $37.84 $372 - $492
60 $1K
VAL
Valaris LTD

Energy
10
New
$40.92 - $56.38 $409 - $564
10 $0
Priority Technology Hldgs In
600
New
N/A
600 $0
PANW
Palo Alto Networks Inc

Technology
30
+ 100.0%
$181.96 - $405.9 $5.46K - $12.2K
60 $10K
OUT
Outfront Media Inc.

Real Estate
2
+ 1.31%
$17.48 - $19.36 $35 - $38.7
155 $2K
PGR
Progressive Corp

Financial Services
25
+ 5.02%
$239.6 - $268.88 $5.99K - $6.72K
523 $125K
CELH
Celsius Holdings, Inc.

Consumer Defensive
29
+ 8.31%
$25.66 - $34.91 $744 - $1.01K
378 $9K
TSCO
Tractor Supply CO

Consumer Cyclical
232
+ 400.0%
$52.59 - $303.74 $12.2K - $70.5K
290 $15K
CVX
Chevron Corp

Energy
6
+ 0.82%
$141.15 - $162.53 $847 - $975
742 $107K
CPB
Campbell Soup CO

Consumer Defensive
5
+ 6.02%
$41.42 - $48.71 $207 - $244
88 $3K
WDC
Western Digital Corp

Technology
21
+ 8.71%
$59.62 - $73.43 $1.25K - $1.54K
262 $15K
ASML
Asml Holding Nv

Technology
4
+ 11.43%
$658.43 - $872.27 $2.63K - $3.49K
39 $27K
SPGI
S&P Global Inc.

Financial Services
30
+ 3.23%
$480.36 - $529.17 $14.4K - $15.9K
958 $477K
ICE
Intercontinental Exchange, Inc.

Financial Services
85
+ 6.4%
$148.29 - $166.93 $12.6K - $14.2K
1.41K $210K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.62K
+ 197.82%
$27.54 - $83.04 $237K - $716K
13K $359K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.49K
+ 200.0%
$26.93 - $84.95 $67K - $211K
3.73K $101K
MPC
Marathon Petroleum Corp

Energy
11
+ 4.58%
$131.65 - $174.84 $1.45K - $1.92K
251 $35K
MTCH
Match Group, Inc.

Communication Services
657
+ 12.81%
$30.29 - $38.64 $19.9K - $25.4K
5.79K $189K
THC
Tenet Healthcare Corp

Healthcare
3
+ 1.49%
$125.42 - $168.52 $376 - $506
205 $25K
MCD
Mcdonalds Corp

Consumer Cyclical
111
+ 4.02%
$288.47 - $316.54 $32K - $35.1K
2.87K $832K
CEG
Constellation Energy Corp

Utilities
50
+ 9.01%
$224.28 - $285.52 $11.2K - $14.3K
605 $136K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.64K
+ 200.0%
$25.79 - $80.4 $197K - $614K
11.5K $298K
INVH
Invitation Homes Inc.

Real Estate
526
+ 7.07%
$31.4 - $34.69 $16.5K - $18.2K
7.96K $254K
CARR
Carrier Global Corp

Industrials
1
+ 0.11%
$66.69 - $82.65 $66.7 - $82.7
873 $59K
PEG
Public Service Enterprise Group Inc

Utilities
757
+ 4.71%
$81.87 - $94.51 $62K - $71.5K
16.8K $1.42M
CB
Chubb LTD

Financial Services
15
+ 1.08%
$271.57 - $301.89 $4.07K - $4.53K
1.41K $388K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
19
+ 23.17%
$701.85 - $1046.91 $13.3K - $19.9K
101 $71K
UNP
Union Pacific Corp

Industrials
162
+ 5.68%
$223.15 - $249.32 $36.2K - $40.4K
3.02K $687K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.02K
+ 1.52%
$49.79 - $51.14 $50.9K - $52.3K
68.3K $3.42M
SHW
Sherwin Williams CO

Basic Materials
69
+ 6.96%
$338.75 - $399.71 $23.4K - $27.6K
1.06K $360K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.83K
+ 86.0%
$22.63 - $47.53 $63.9K - $134K
6.11K $138K
ADI
Analog Devices Inc

Technology
22
+ 1.64%
$206.35 - $236.48 $4.54K - $5.2K
1.37K $290K
Activity Summary
Buys All Purchases 232 New Holdings 50 Increased Positions 182 Sells All Sells 134 Reductions 132 Sold out 2 Options Calls 1 Puts 0
Track This Portfolio

Track Prestige Wealth Management Group LLC Portfolio

Follow Prestige Wealth Management Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prestige Wealth Management Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prestige Wealth Management Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email