Prestige Wealth Management Group LLC Reduced Holdings in Q4 2024

Prestige Wealth Management Group LLC

  • $456 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-848K
- 98.01%
$28.56 - $30.02 $24.2M - $25.4M
17.2K $492K
XLV
Select Sector Spdr Fund Health

ETFs
-90.1K
- 65.18%
$136.28 - $154.74 $12.3M - $13.9M
48.1K $6.62M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-8.93K
- 1.36%
$80.93 - $85.66 $723K - $765K
647K $52.3M
USFR
Wisdomtree Floating Rate Treas

ETFs
-43K
- 76.45%
$50.23 - $50.46 $2.16M - $2.17M
13.2K $666K
CL
Colgate Palmolive CO

Consumer Defensive
-877
- 0.59%
$90.22 - $102.31 $79.1K - $89.7K
148K $13.4M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-18.4K
- 33.02%
$51.58 - $52.91 $949K - $974K
37.3K $1.93M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-10.1K
- 86.93%
$100.22 - $100.73 $1.01M - $1.02M
1.52K $152K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-24.7K
- 10.52%
$23.99 - $24.55 $592K - $606K
210K $5.04M
META
Meta Platforms, Inc.

Communication Services
-1.2K
- 13.12%
$554.08 - $632.68 $665K - $759K
7.94K $4.69M
UNH
Unitedhealth Group Inc

Healthcare
-446
- 10.89%
$485.52 - $625.25 $217K - $279K
3.65K $1.85M
FIVE
Five Below, Inc

Consumer Cyclical
-5.38K
- 91.11%
$83.0 - $115.97 $447K - $624K
525 $55K
MRK
Merck & Co., Inc.

Healthcare
-158
- 0.5%
$96.31 - $114.76 $15.2K - $18.1K
31.4K $3.12M
MDT
Medtronic PLC

Healthcare
-3.26K
- 43.3%
$79.61 - $92.24 $259K - $300K
4.27K $340K
CMCSA
Comcast Corp

Communication Services
-3.65K
- 11.76%
$37.39 - $45.14 $136K - $165K
27.4K $1.03M
AMGN
Amgen Inc

Healthcare
-397
- 28.62%
$258.78 - $328.31 $103K - $130K
990 $258K
VZ
Verizon Communications Inc

Communication Services
-1.8K
- 8.03%
$39.6 - $45.21 $71.1K - $81.2K
20.5K $821K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-1.03K
- 1.29%
$86.65 - $94.9 $89.4K - $97.9K
79K $6.87M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-369
- 0.89%
$89.9 - $100.66 $33.2K - $37.1K
41K $3.7M
NKE
Nike, Inc.

Consumer Cyclical
-170
- 1.73%
$73.36 - $89.13 $12.5K - $15.2K
9.66K $730K
T
At&T Inc.

Communication Services
-6.66K
- 14.27%
$21.22 - $23.88 $141K - $159K
40K $910K
ELV
Elevance Health, Inc.

Healthcare
-44
- 7.25%
$365.96 - $514.62 $16.1K - $22.6K
563 $207K
DHR
Danaher Corp

Healthcare
-126
- 8.25%
$226.16 - $274.52 $28.5K - $34.6K
1.4K $321K
WM
Waste Management Inc

Industrials
-431
- 24.61%
$201.79 - $228.46 $87K - $98.5K
1.32K $266K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-144
- 3.4%
$442.29 - $483.08 $63.7K - $69.6K
4.1K $1.86M
TMUS
T Mobile Us, Inc.

Communication Services
-517
- 14.27%
$206.1 - $246.94 $107K - $128K
3.11K $685K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-135
- 29.93%
$232.27 - $300.43 $31.4K - $40.6K
316 $74K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-88
- 2.92%
$59.25 - $72.99 $5.21K - $6.42K
2.92K $174K
CDW
Cdw Corp

Technology
-2
- 0.26%
$171.49 - $225.64 $343 - $451
762 $132K
EW
Edwards Lifesciences Corp

Healthcare
-635
- 66.08%
$64.54 - $75.92 $41K - $48.2K
326 $24K
COP
Conocophillips

Energy
-304
- 24.96%
$95.12 - $114.72 $28.9K - $34.9K
914 $90K
MMM
3 M CO

Industrials
-251
- 38.2%
$124.74 - $137.12 $31.3K - $34.4K
406 $52K
CI
Cigna Corp

Healthcare
-6
- 1.23%
$265.59 - $358.58 $1.59K - $2.15K
483 $133K
PSX
Phillips 66

Energy
-200
- 35.84%
$110.35 - $138.93 $22.1K - $27.8K
358 $40K
CVS
Cvs Health Corp

Healthcare
-36
- 2.15%
$43.78 - $67.46 $1.58K - $2.43K
1.64K $73K
EA
Electronic Arts Inc.

Communication Services
-277
- 6.74%
$140.69 - $167.97 $39K - $46.5K
3.83K $560K
CHTR
Charter Communications, Inc.

Communication Services
-168
- 9.08%
$315.38 - $408.02 $53K - $68.5K
1.68K $576K
PFE
Pfizer Inc

Healthcare
-29
- 0.33%
$24.8 - $30.19 $719 - $876
8.63K $228K
VIG
Vanguard Dividend Appreciation

ETFs
-119
- 3.92%
N/A
2.92K $531K
STZ
Constellation Brands, Inc.

Consumer Defensive
-7
- 1.49%
$219.66 - $257.62 $1.54K - $1.8K
463 $102K
UBER
Uber Technologies, Inc

Technology
-196
- 60.87%
$59.93 - $86.34 $11.7K - $16.9K
126 $7K
XYL
Xylem Inc.

Industrials
-19
- 3.07%
$116.02 - $137.45 $2.2K - $2.61K
600 $69K
ZS
Zscaler, Inc.

Technology
-90
- 50.0%
$166.99 - $211.99 $15K - $19.1K
90 $16K
WHR
Whirlpool Corp

Consumer Cyclical
-100
- 74.63%
$99.28 - $124.45 $9.93K - $12.4K
34 $3K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-100
- 24.88%
$49.78 - $66.55 $4.98K - $6.66K
302 $15K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-121
- 16.78%
$77.23 - $82.11 $9.34K - $9.94K
600 $46K
DE
Deere & CO

Industrials
-25
- 25.51%
$389.45 - $466.0 $9.74K - $11.7K
73 $30K
INTC
Intel Corp

Technology
-199
- 15.35%
$19.07 - $26.23 $3.79K - $5.22K
1.1K $21K
VLO
Valero Energy Corp

Energy
-3
- 0.61%
$118.59 - $144.02 $356 - $432
486 $59K
ALGN
Align Technology Inc

Healthcare
-24
- 48.98%
$205.03 - $245.32 $4.92K - $5.89K
25 $5K
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
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