Prestige Wealth Management Group LLC

Q4 2024 13F-HR/A Holdings

Location
Flemington, NJ
Holdings as of
12/31/2024
Date filed
2/20/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
1,045
Total value ($000)
$481,048
Net value change ($000)
-2,598 (-0.5%)
New positions
49
Sold out positions
35
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)

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

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

Snapshot: Change Analysis

Compared to Q3 2024
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)
ICVT 26,695 333687.5%
XLB 11,571 NEW
AAPL 1,735 6.8%
NVDA 1,569 26.2%
QGRW 1,346 6.9%
AMZN 837 20.3%
TSLA 751 54.5%
NFLX 633 46.1%
GOOGL 631 10.1%
AVGO 608 36.0%
Top Reduces (Value $000, Stocks/ETFs)
SPBO -25,482 -98.1%
XLV -14,664 -68.9%
DGRW -2,192 -4.0%
USFR -2,157 -76.4%
CL -1,994 -12.9%
MUNI -1,017 -34.4%
MINT -1,017 -86.9%
MMIT -720 -12.5%
META -583 -11.1%
UNH -548 -22.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 202 (0.0% 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