| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SSGA ACTIVE ETF TR | 23 | Q2 2024 | 12.8% |
| APPLE INC | 23 | Q2 2024 | 5.3% |
| COLGATE PALMOLIVE CO | 23 | Q2 2024 | 6.6% |
| SELECT SECTOR SPDR TR | 23 | Q2 2024 | 4.3% |
| MICROSOFT CORP | 23 | Q2 2024 | 2.7% |
| SELECT SECTOR SPDR TR | 23 | Q2 2024 | 3.7% |
| Spdr S&P 400 Mid Cap Growth | 23 | Q2 2024 | 2.0% |
| JOHNSON & JOHNSON | 23 | Q2 2024 | 2.6% |
| Schw US Brd Mkt Etf | 23 | Q2 2024 | 3.0% |
| Merck & Co Inc New | 23 | Q2 2024 | 2.1% |
View Prestige Wealth Management Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| N-PX | 2024-07-25 |
| 13F-HR/A | 2024-04-26 |
| 13F-HR/A | 2024-04-26 |
| 13F-HR/A | 2024-04-26 |
| 13F-HR/A | 2024-04-26 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
View Prestige Wealth Management Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.