Prestige-Wealth-Management-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-12
Total Holdings
1,295
Total Value
467812107
Accession Number
0001772715-25-000003
Form Type
13F-HR
Manager Name
Prestige-Wealth-Management-Group
Data Enrichment
93% identified
1,209 identified86 unidentified

Holdings

1,295 positions • $467.8M total value
Manager:
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Kraft Heinz Co
Shares:1.8K
Value:$56.1K
% of Portfolio:0.0% ($56.1K/$467.8M)
97717W851
Shares:500
Value:$55.1K
% of Portfolio:0.0% ($55.1K/$467.8M)
MORGAN STANLEY
Shares:470
Value:$54.8K
% of Portfolio:0.0% ($54.8K/$467.8M)
ALLSTATE CORP
Shares:262
Value:$54.5K
% of Portfolio:0.0% ($54.5K/$467.8M)
NORFOLK SOUTHERN CORP
Shares:223
Value:$52.8K
% of Portfolio:0.0% ($52.8K/$467.8M)
Zoetis Inc.
Shares:317
Value:$52.2K
% of Portfolio:0.0% ($52.2K/$467.8M)
BOSTON SCIENTIFIC CORP
Shares:507
Value:$51.1K
% of Portfolio:0.0% ($51.1K/$467.8M)
TotalEnergies SE
Shares:750
Value:$49.2K
% of Portfolio:0.0% ($49.2K/$467.8M)
NOVARTIS AG
Shares:425
Value:$49.0K
% of Portfolio:0.0% ($49.0K/$467.8M)
AMEREN CORP
Shares:486
Value:$48.8K
% of Portfolio:0.0% ($48.8K/$467.8M)
Phillips Edison & Company, Inc.
Shares:1.3K
Value:$48.8K
% of Portfolio:0.0% ($48.8K/$467.8M)
ROCKWELL AUTOMATION, INC
Shares:188
Value:$48.6K
% of Portfolio:0.0% ($48.6K/$467.8M)
97717W307
Shares:600
Value:$47.6K
% of Portfolio:0.0% ($47.6K/$467.8M)
Shares:850
Value:$47.1K
% of Portfolio:0.0% ($47.1K/$467.8M)
Philip Morris International Inc.
Shares:293
Value:$46.9K
% of Portfolio:0.0% ($46.9K/$467.8M)
Arthur J. Gallagher & Co.
Shares:135
Value:$46.6K
% of Portfolio:0.0% ($46.6K/$467.8M)
Dell Technologies Inc.
Shares:511
Value:$46.6K
% of Portfolio:0.0% ($46.6K/$467.8M)
00888H208
Shares:1.4K
Value:$46.5K
% of Portfolio:0.0% ($46.5K/$467.8M)
808524201
Shares:2.1K
Value:$46.4K
% of Portfolio:0.0% ($46.4K/$467.8M)
Aon plc
Shares:116
Value:$46.3K
% of Portfolio:0.0% ($46.3K/$467.8M)