Prestige Wealth Management Group LLC

Q2 2024 13F-HR/A Holdings

Location
Flemington, NJ
Holdings as of
6/30/2024
Date filed
2/20/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
990
Total value ($000)
$463,101
Net value change ($000)
—
New positions
986
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: — Next filing: 2/20/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DGRW 52,432 —
ICVT 25,502 —
USHY 25,456 —
BND 25,262 —
AGGY 25,023 —
AAPL 23,382 —
XLV 19,681 —
QGRW 19,668 —
CL 14,403 —
XLP 12,665 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 513 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type