Prestige Wealth Management Group LLC
Top Portfolio Positions
1,010 positions ·
$191,361,309 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
103,290 | $26,213,969 | 13.70% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
147,209 | $12,546,622 | 6.56% | |
| MSFT |
Microsoft Corp
Technology
|
24,169 | $8,946,638 | 4.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
33,485 | $8,185,072 | 4.28% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
21,896 | $6,296,413 | 3.29% | |
| NVDA |
Nvidia Corp
Technology
|
30,751 | $5,362,973 | 2.80% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,854 | $4,464,562 | 2.33% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
37,094 | $4,462,036 | 2.33% | |
| XOM |
Exxon Mobil Corp
Energy
|
26,055 | $4,420,491 | 2.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,821 | $4,359,745 | 2.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PHI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,430 | 68 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,478 | 68 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,271 | 68 | Shares | Sole | 2026-02-20 | |
| 2025-06-30 | $1,479 | 68 | Shares | Sole | 2026-02-20 | |
| 2025-03-31 | $1,487 | 68 | Shares | Sole | 2026-02-20 | |
| 2024-12-31 | $1,506 | 68 | Shares | Sole | 2026-02-20 | |
| 2024-09-30 | $1,827 | 68 | Shares | Sole | 2026-02-20 | |
| 2024-06-30 | $1,670 | 68 | Shares | Sole | 2026-02-20 | |
| 2024-03-31 | $1,676 | 68 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,593 | 68 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $1,404 | 68 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $1,589 | 68 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $1,717 | 68 | Shares | Sole | 2024-04-26 | |
| 2022-12-31 | $1,550 | 68 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,720 | 68 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,068 | 68 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,389 | 68 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,428 | 68 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,214 | 68 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,787 | 68 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,778 | 68 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,897 | 68 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,839 | 68 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,659 | 68 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,398 | 68 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||