Notify me when Prestige Wealth Management Group LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 996 | $518M | +$9.69M | -$11M | -$1.31M | DGRW, ICVT, BND, USHY, AGGY | 13F-HR | 11/10/2025, 05:29 PM |
| Q2 2025 | 1,007 | $490M | +$23.1M | -$25.8M | -$2.76M | DGRW, ICVT, BND, AGGY, USHY | 13F-HR | 8/13/2025, 07:04 PM |
| Q1 2025 | 1,009 | $468M | +$29.8M | -$30.1M | -$370K | DGRW, BND, AGGY, USHY, ICVT | 13F-HR | 5/12/2025, 03:00 PM |
| Q4 2024 | 1,042 | $481M | +$54.2M | -$47.3M | +$6.85M | DGRW, AAPL, ICVT, USHY, BND | 13F-HR | 2/11/2025, 06:56 PM |
| Q3 2024 | 1,029 | $482M | +$46.3M | -$50.3M | -$3.96M | DGRW, BND, USHY, AGGY, SPBO | 13F-HR | 11/14/2024, 05:36 PM |
| Q2 2024 | 986 | $463M | +$32M | -$39.6M | -$7.69M | DGRW, ICVT, USHY, BND, AGGY | 13F-HR | 8/6/2024, 05:17 PM |
| Q1 2024 | 1,022 | $464M | +$61.7M | -$63.9M | -$2.14M | DGRW, ICVT, USHY, BND, AGGY | 13F-HR | 4/26/2024, 04:26 PM |
| Q4 2023 | 1,019 | $440M | +$21.6M | -$23.5M | -$1.85M | DGRW, USHY, AGGY, BND, ICVT | Restatement | 4/26/2024, 05:07 PM |
| Q3 2023 | 1,043 | $405M | +$51.9M | -$51.6M | +$300K | DGRW, USHY, AGGY, ICVT, BND | Restatement | 4/26/2024, 05:06 PM |
| Q2 2023 | 1,050 | $421M | +$57M | -$53M | +$4.02M | DGRW, USFR, AAPL, AGGY, USHY | Restatement | 4/26/2024, 05:05 PM |
| Q1 2023 | 1,049 | $398M | +$80.7M | -$85.2M | -$4.52M | DGRW, USFR, AGGY, USHY, BND | Restatement | 4/26/2024, 05:04 PM |
| Q4 2022 | 1,144 | $384M | +$40.9M | -$36.1M | +$4.86M | DGRW, JCPB, AGGY, TOTL, AAPL | 13F-HR | 2/7/2023, 06:20 PM |
| Q3 2022 | 998 | $356M | +$11.4M | -$11.7M | -$320K | DGRW, JCPB, TOTL, AGGY, AAPL | 13F-HR | 11/1/2022, 11:41 AM |
| Q2 2022 | 993 | $369M | +$23.9M | -$14.3M | +$9.63M | DGRW, JCPB, TOTL, AGGY, AAPL | 13F-HR | 8/9/2022, 06:48 PM |
| Q1 2022 | 995 | $406M | +$62.4M | -$50.1M | +$12.4M | DGRW, TOTL, JCPB, AGGY, AAPL | 13F-HR | 5/5/2022, 01:53 PM |
| Q4 2021 | 1,018 | $418M | +$16.1M | -$14.2M | +$1.91M | DGRW, AGGY, VUG, TOTL, JCPB | 13F-HR | 2/14/2022, 06:18 PM |
| Q3 2021 | 1,006 | $391M | +$36.1M | -$16.9M | +$19.2M | DGRW, AGGY, VUG, TOTL, JCPB | 13F-HR | 11/12/2021, 03:49 PM |
| Q2 2021 | 993 | $377M | +$21.6M | -$29.8M | -$8.19M | DGRW, AGGY, VUG, TOTL, JCPB | 13F-HR | 8/12/2021, 04:39 PM |
| Q1 2021 | 964 | $366M | +$25.3M | -$31M | -$5.73M | DGRW, AGGY, TOTL, VUG, JCPB | 13F-HR | 5/12/2021, 09:12 PM |
| Q4 2020 | 954 | $365M | +$39.4M | -$27.7M | +$11.7M | DGRW, AGGY, TOTL, VUG, JCPB | 13F-HR | 2/16/2021, 05:44 PM |
| Q3 2020 | 872 | $331M | +$94.4M | -$51.5M | +$43M | AGGY, DGRW, TOTL, JCPB, VUG | 13F-HR | 10/23/2020, 07:56 PM |
| Q2 2020 | 879 | $284M | +$54.3M | -$30.5M | +$23.8M | AGGY, IEF, TOTL, DGRW, JCPB | 13F-HR | 8/12/2020, 09:57 PM |
| Q1 2020 | 891 | $237M | +$152M | -$72.5M | +$79.5M | IEF, AGGY, TOTL, JCPB, CL | 13F-HR | 5/15/2020, 04:06 PM |
| Q4 2019 | 567 | $183M | +$9.71M | -$6.72M | +$2.99M | USFR, USMV, CL, SHM, AAPL | 13F-HR | 1/28/2020, 05:26 PM |
| Q3 2019 | 583 | $171M | +$10.6M | -$5.08M | +$5.48M | USFR, USMV, CL, SHM, AAPL | 13F-HR | 11/14/2019, 04:00 PM |
| Q2 2019 | 491 | $165M | +$23.3M | -$23.1M | +$190K | USFR, USMV, CL, SHM, AAPL | 13F-HR | 8/15/2019, 06:23 PM |
| Q1 2019 | 488 | $163M | +$35.6M | -$21.8M | +$13.9M | USFR, CL, FLRN, SHM, AAPL | 13F-HR | 8/16/2019, 12:44 PM |
| Q4 2018 | 1,233 | $136M | $0 | $0 | FLRN, CL, USFR, STIP, SHM | 13F-HR | 4/16/2019, 03:33 PM |