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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UNITEDHEALTH GROUP INC
Shares:3.7K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$467.8M)
AUTOMATIC DATA PROCESSING INC
Shares:5.6K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$467.8M)
BRISTOL MYERS SQUIBB CO
Shares:28.3K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$467.8M)
808524300
Shares:66.3K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$467.8M)
ORACLE CORP
Shares:11.3K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$467.8M)
PROCTER & GAMBLE Co
Shares:9.2K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$467.8M)
Prologis, Inc.
Shares:13.6K
Value:$1.5M
% of Portfolio:0.3% ($1.5M/$467.8M)
Mastercard Inc
Shares:2.6K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$467.8M)
AMERICAN TOWER CORP /MA/
Shares:6.6K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$467.8M)
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:16.8K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$467.8M)
Tesla, Inc.
Shares:4.9K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$467.8M)
WELLTOWER INC.
Shares:8.3K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$467.8M)
72201R866
Shares:23.8K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$467.8M)
922907746
Shares:24.2K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$467.8M)
AT&T INC.
Shares:40.7K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$467.8M)
EQUINIX INC
Shares:1.4K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$467.8M)
81369Y605
Shares:22.3K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$467.8M)
COMCAST CORP
Shares:29.0K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$467.8M)
VERIZON COMMUNICATIONS INC
Shares:22.6K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$467.8M)
LINDE PLC
Shares:2.2K
Value:$1.0M
% of Portfolio:0.2% ($1.0M/$467.8M)