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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GARTNER INC
Shares:11
Value:$4.6K
% of Portfolio:0.0% ($4.6K/$467.8M)
REVVITY, INC.
Shares:43
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$467.8M)
PULTEGROUP INC/MI/
Shares:44
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$467.8M)
LOEWS CORP
Shares:49
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$467.8M)
INDEPENDENT BANK CORP
Shares:71
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$467.8M)
DTF TAX-FREE INCOME 2028 TERM FUND INC
Shares:400
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$467.8M)
601137102
Shares:168
Value:$4.5K
% of Portfolio:0.0% ($4.5K/$467.8M)
KEYCORP /NEW/
Shares:278
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$467.8M)
COGENT COMMUNICATIONS HOLDINGS, INC.
Shares:72
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$467.8M)
SIRIUS XM HOLDINGS INC.
Shares:194
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$467.8M)
Expedia Group, Inc.
Shares:26
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$467.8M)
KB HOME
Shares:75
Value:$4.4K
% of Portfolio:0.0% ($4.4K/$467.8M)
IDEX CORP /DE/
Shares:24
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$467.8M)
Encompass Health Corp
Shares:42
Value:$4.3K
% of Portfolio:0.0% ($4.3K/$467.8M)
MP Materials Corp. / DE
Shares:174
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$467.8M)
Invesco Municipal Opportunity Trust
Shares:445
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$467.8M)
AGILENT TECHNOLOGIES, INC.
Shares:36
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$467.8M)
LINCOLN NATIONAL CORP
Shares:117
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$467.8M)
Evercore Inc.
Shares:21
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$467.8M)
MOODYS CORP /DE/
Shares:9
Value:$4.2K
% of Portfolio:0.0% ($4.2K/$467.8M)