Prestige Wealth Management Group LLC
CIK
0001772715
City
FLEMINGTON
State / Country
NJ
Top Portfolio Positions
800 positions ·
$186,349,916 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
103,790 | $28,216,348 | 15.14% |
| MSFT |
Microsoft Corp
Technology
|
24,902 | $12,043,104 | 6.46% |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
147,122 | $11,625,579 | 6.24% |
| GOOGL |
Alphabet Inc.
|
25,807 | $8,077,591 | 4.33% |
| JNJ |
Johnson & Johnson
|
34,029 | $7,042,300 | 3.78% |
| NVDA |
Nvidia Corp
Technology
|
37,061 | $6,911,876 | 3.71% |
| LLY |
ELI LILLY & Co
|
4,866 | $5,229,393 | 2.81% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,036 | $4,844,899 | 2.60% |
| AMZN |
Amazon Com Inc
|
19,748 | $4,558,232 | 2.45% |
| ABBV |
AbbVie Inc.
Healthcare
|
17,386 | $3,972,526 | 2.13% |
Portfolio Trend
Holdings in DSM
Export CSVShares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $8,927 | 1,447 | Shares | Sole | 2026-02-11 | |
| 2024-03-31 | $8,479 | 1,447 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,262 | 1,447 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $7,191 | 1,447 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $8,247 | 1,447 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $8,696 | 1,447 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $8,363 | 1,447 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $8,190 | 1,447 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,000 | 1,447 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,230 | 1,447 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $12,082 | 1,447 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $11,547 | 1,447 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $11,908 | 1,447 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $11,330 | 1,447 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $11,387 | 1,447 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $10,548 | 1,447 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $10,476 | 1,447 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,374 | 1,447 | Shares | Sole | 2020-05-15 | |
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