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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Prestige Wealth Management Group LLC INSTITUTION : Prestige Wealth Management Group LLC
Prestige Wealth Management Group LLC Portfolio (reported on 2020-05-15)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (BARCLAYS 7 10 YR) IEF 37,907,000 312,045 15.98%
WISDOMTREE TR    (YIELD ENHANCD US) 35,203,000 681,578 14.84%
SSGA ACTIVE ETF TR    (SPDR TR TACTIC) TOTL 30,401,000 633,893 12.82%
J P MORGAN EXCHANGE-TRADED F    (CORE PLUS BD ETF) 14,497,000 267,578 6.11%
COLGATE PALMOLIVE CO    (COM) CL 10,003,000 150,733 4.21%
ISHARES TR    (MSCI MIN VOL ETF) USMV 8,284,000 153,380 3.49%
APPLE INC    (COM) AAPL 6,966,000 27,392 2.93%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 6,771,000 108,616 2.85%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 4,400,000 49,677 1.85%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 4,288,000 78,719 1.80%
MICROSOFT CORP    (COM) MSFT 4,144,000 26,271 1.74%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 3,436,000 56,089 1.44%
SELECT SECTOR SPDR TR    (SBI MATERIALS) XLB 3,229,000 71,693 1.36%
JOHNSON & JOHNSON    (COM) JNJ 3,067,000 23,392 1.29%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 2,562,000 42,411 1.08%
MERCK & CO. INC    (COM) MRK 2,367,000 30,767 0.99%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 2,346,000 112,676 0.98%
ISHARES TR    (USA QUALITY FCTR) QUAL 2,210,000 27,271 0.93%
SPDR SER TR    (SSGA US LRG ETF) LGLV 2,083,000 22,989 0.87%
SPDR SER TR    (PORTFOLIO S&P500) ELR 2,052,000 67,836 0.86%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 1,906,000 23,926 0.80%
AMAZON COM INC    (COM) AMZN 1,852,000 950 0.78%
ALPHABET INC    (CAP STK CL A) GOOGL 1,378,000 1,186 0.58%
EXXON MOBIL CORP    (COM) XOM 1,285,000 33,858 0.54%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 1,285,000 29,017 0.54%
SPDR SER TR    (PORTFOLI S&P1500) TMW 1,063,000 33,810 0.44%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 962,000 17,267 0.40%
VISA INC    (COM CL A) V 959,000 5,946 0.40%
INVESCO ACTIVELY MANAGED ETF    (TOTAL RETURN) 893,000 16,812 0.37%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 861,000 20,435 0.36%
FACEBOOK INC    (CL A) FB 831,000 4,986 0.35%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 812,000 5,940 0.34%
ADOBE INC    (COM) ADBE 773,000 2,430 0.32%
AT&T INC    (COM) T 743,000 25,473 0.31%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 736,000 4,023 0.31%
MASTERCARD INC    (CL A) MA 728,000 3,016 0.30%
VERIZON COMMUNICATIONS INC    (COM) VZ 698,000 13,012 0.29%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 696,000 15,493 0.29%
HOME DEPOT INC    (COM) HD 660,000 3,535 0.27%
WALMART INC    (COM) WMT 658,000 5,783 0.27%
ISHARES TR    (CORE US AGGBD ET) AGG 640,000 5,546 0.26%
JPMORGAN CHASE & CO    (COM) JPM 628,000 6,984 0.26%
ISHARES TR    (RUS 1000 GRW ETF) IWF 598,000 3,971 0.25%
SELECT SECTOR SPDR TR    (RL EST SEL SEC) 597,000 19,261 0.25%
ISHARES TR    (RUS 1000 ETF) IWB 552,000 3,897 0.23%
NETFLIX INC    (COM) NFLX 528,000 1,406 0.22%
UNITEDHEALTH GROUP INC    (COM) UNH 514,000 2,058 0.21%
ISHARES TR    (RUS MD CP GR ETF) IWP 513,000 4,215 0.21%
ISHARES TR    (US TREAS BD ETF) GOVT 475,000 16,969 0.20%
COSTCO WHSL CORP NEW    (COM) COST 473,000 1,658 0.19%
COMCAST CORP NEW    (CL A) CMCSA 473,000 13,759 0.19%
NVIDIA CORP    (COM) NVDA 468,000 1,775 0.19%
PROCTER & GAMBLE CO    (COM) PG 467,000 4,246 0.19%
SPDR SER TR    (S&P 400 MDCP GRW) EMG 464,000 10,836 0.19%
SPDR SER TR    (S&P 400 MDCP VAL) EMV 451,000 12,802 0.19%
PFIZER INC    (COM) PFE 429,000 13,119 0.18%
ORACLE CORP    (COM) ORCL 400,000 8,286 0.16%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 393,000 3,089 0.16%
DISNEY WALT CO    (COM DISNEY) DIS 383,000 3,967 0.16%
ISHARES TR    (MBS ETF) MBB 354,000 3,209 0.14%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 353,000 9,872 0.14%
INTEL CORP    (COM) INTC 346,000 6,385 0.14%
LOCKHEED MARTIN CORP    (COM) LMT 324,000 957 0.13%
CISCO SYS INC    (COM) CSCO 320,000 8,114 0.13%
ISHARES TR    (RUS MDCP VAL ETF) IWS 315,000 4,912 0.13%
MCDONALDS CORP    (COM) MCD 312,000 1,891 0.13%
SKYWORKS SOLUTIONS INC    (COM) SWKS 303,000 3,392 0.12%
SPDR SER TR    (PRTFLO S&P500 VL) ELV 299,000 11,575 0.12%
BK OF AMERICA CORP    (COM) BAC 287,000 13,542 0.12%
ISHARES TR    (RUS 1000 VAL ETF) IWD 278,000 2,800 0.11%
SPDR SER TR    (PORTFOLIO S&P400) EMM 277,000 10,916 0.11%
WISDOMTREE TR    (FLOATNG RAT TREA) USFR 260,000 10,365 0.10%
DOLLAR GEN CORP NEW    (COM) DG 253,000 1,674 0.10%
QUALCOMM INC    (COM) QCOM 241,000 3,559 0.10%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 232,000 3,511 0.09%
SALESFORCE COM INC    (COM) CRM 217,000 1,510 0.09%
STARBUCKS CORP    (COM) SBUX 214,000 3,256 0.09%
SPDR SER TR    (BLOMBERG BRC INV) FLRN 209,000 7,117 0.08%
TEXAS INSTRS INC    (COM) TXN 200,000 2,002 0.08%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 195,000 448 0.08%
BROADRIDGE FINL SOLUTIONS IN    (COM) BR 194,000 2,049 0.08%
ACTIVISION BLIZZARD INC    (COM) ATVI 193,000 3,246 0.08%
BROADCOM INC    (COM) 193,000 814 0.08%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 192,000 744 0.08%
FIDELITY NATL INFORMATION SV    (COM) FIS 189,000 1,551 0.07%
GILEAD SCIENCES INC    (COM) GILD 183,000 2,449 0.07%
AMERICAN EXPRESS CO    (COM) AXP 173,000 2,027 0.07%
PEPSICO INC    (COM) PEP 164,000 1,368 0.06%
ROSS STORES INC    (COM) ROST 161,000 1,863 0.06%
AMGEN INC    (COM) AMGN 158,000 778 0.06%
T MOBILE US INC    (COM) TMUS 152,000 1,815 0.06%
QORVO INC    (COM) QRVO 149,000 1,859 0.06%
ELECTRONIC ARTS INC    (COM) ERTS 149,000 1,485 0.06%
CITIGROUP INC    (COM NEW) C 147,000 3,485 0.06%
COCA COLA CO    (COM) KO 145,000 3,294 0.06%
TYSON FOODS INC    (CL A) TSN 145,000 2,486 0.06%
NORTHROP GRUMMAN CORP    (COM) NOC 144,000 478 0.06%
CVS HEALTH CORP    (COM) CVS 142,000 2,394 0.05%
ABBVIE INC    (COM) ABBV 135,000 1,772 0.05%
INVESCO EXCHANGE TRADED FD T    (BUYBACK ACHIEV) 133,000 2,737 0.05%
LAM RESEARCH CORP    (COM) LRCX 130,000 541 0.05%
EQUINIX INC    (COM) EQIX 125,000 200 0.05%
KIMBERLY CLARK CORP    (COM) KMB 125,000 974 0.05%
HONEYWELL INTL INC    (COM) HON 124,000 924 0.05%
PAYPAL HLDGS INC    (COM) PYPL 123,000 1,294 0.05%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 121,000 1,091 0.05%
MEDTRONIC PLC    (SHS) MDT 118,000 1,308 0.04%
HCA HEALTHCARE INC    (COM) HCA 118,000 1,316 0.04%
CERNER CORP    (COM) CERN 116,000 1,850 0.04%
CAPITAL ONE FINL CORP    (COM) COF 116,000 2,296 0.04%
BOEING CO    (COM) BA 113,000 759 0.04%
QUEST DIAGNOSTICS INC    (COM) DGX 113,000 1,412 0.04%
DIGITAL RLTY TR INC    (COM) DLR 113,000 811 0.04%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 112,000 1,146 0.04%
NEXTERA ENERGY INC    (COM) NEE 112,000 468 0.04%
ALTRIA GROUP INC    (COM) MO 109,000 2,826 0.04%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 109,000 667 0.04%
TWITTER INC    (COM) TWTR 109,000 4,433 0.04%
CHEVRON CORP NEW    (COM) CVX 108,000 1,483 0.04%
GOLDMAN SACHS GROUP INC    (COM) GS 108,000 701 0.04%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 106,000 374 0.04%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 104,000 1,657 0.04%
ALLSTATE CORP    (COM) ALL 95,000 1,041 0.04%
NEWMONT CORP    (COM) NEM 95,000 2,099 0.04%
CIGNA CORP NEW    (COM) 94,000 528 0.03%
ISHARES TR    (SH TR CRPORT ETF) CSJ 91,000 1,740 0.03%
PRUDENTIAL FINL INC    (COM) PRU 89,000 1,721 0.03%
CONSOLIDATED EDISON INC    (COM) ED 87,000 1,109 0.03%
HP INC    (COM) HPQ 87,000 5,025 0.03%
ZOOM VIDEO COMMUNICATIONS IN    (CL A) 87,000 594 0.03%
CONSTELLATION BRANDS INC    (CL A) STZ 84,000 587 0.03%
LILLY ELI & CO    (COM) LLY 84,000 606 0.03%
WELLS FARGO CO NEW    (COM) WFC 83,000 2,908 0.03%
BANK NEW YORK MELLON CORP    (COM) BK 81,000 2,441 0.03%
LOUISIANA PAC CORP    (COM) LPX 80,000 4,681 0.03%
WEC ENERGY GROUP INC    (COM) 79,000 894 0.03%
UNITED TECHNOLOGIES CORP    (COM) UTX 79,000 830 0.03%
ISHARES TR    (CORE S&P MCP ETF) IJH 77,000 536 0.03%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 76,000 945 0.03%
CROWN CASTLE INTL CORP NEW    (COM) CCI 75,000 522 0.03%
L3HARRIS TECHNOLOGIES INC    (COM) 73,000 408 0.03%
PPL CORP    (COM) PPL 73,000 2,968 0.03%
DUKE ENERGY CORP NEW    (COM NEW) DUK 73,000 898 0.03%
STAMPS COM INC    (COM NEW) STMP 70,000 539 0.02%
CDW CORP    (COM) CDW 70,000 750 0.02%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 69,000 576 0.02%
MORGAN STANLEY    (COM NEW) MS 69,000 2,029 0.02%
INVESCO QQQ TR    (UNIT SER 1) 69,000 362 0.02%
FORTINET INC    (COM) FTNT 68,000 679 0.02%
HERSHEY CO    (COM) HSY 68,000 510 0.02%
AMERICAN TOWER CORP NEW    (COM) AMT 66,000 302 0.02%
NOVARTIS A G    (SPONSORED ADR) NVS 65,000 789 0.02%
VULCAN MATLS CO    (COM) VMC 65,000 601 0.02%
PHILIP MORRIS INTL INC    (COM) PM 64,000 872 0.02%
CDK GLOBAL INC    (COM) CDK 63,000 1,933 0.02%
XCEL ENERGY INC    (COM) XEL 63,000 1,045 0.02%
OMNICOM GROUP INC    (COM) OMC 62,000 1,116 0.02%
BIOGEN INC    (COM) BIIB 62,000 194 0.02%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 62,000 1,379 0.02%
INTUIT    (COM) INTU 62,000 274 0.02%
KONINKLIJKE PHILIPS N V    (NY REG SH NEW) PHG 60,000 1,490 0.02%
REPUBLIC SVCS INC    (COM) RSG 60,000 790 0.02%
EATON CORP PLC    (SHS) ETN 59,000 752 0.02%
EXELON CORP    (COM) EXC 59,000 1,593 0.02%
ABBOTT LABS    (COM) ABT 59,000 751 0.02%
MONDELEZ INTL INC    (CL A) MDLZ 58,000 1,148 0.02%
FISERV INC    (COM) FISV 58,000 607 0.02%
UNILEVER N V    (N Y SHS NEW) UN 57,000 1,183 0.02%
NIKE INC    (CL B) NKE 57,000 685 0.02%
REGIONS FINANCIAL CORP NEW    (COM) RF 57,000 6,328 0.02%
PNC FINL SVCS GROUP INC    (COM) PNC 56,000 589 0.02%
MARKEL CORP    (COM) MKL 56,000 61 0.02%
GENERAL MTRS CO    (COM) GM 55,000 2,662 0.02%
VALLEY NATL BANCORP    (COM) VLY 54,000 7,432 0.02%
PUBLIC STORAGE    (COM) PSA 53,000 269 0.02%
AMERICAN ELEC PWR CO INC    (COM) AEP 53,000 662 0.02%
TELADOC HEALTH INC    (COM) 53,000 341 0.02%
WASTE MGMT INC DEL    (COM) WMI 51,000 545 0.02%
MCKESSON CORP    (COM) MCK 49,000 362 0.02%
CENTURYLINK INC    (COM) CTL 49,000 5,216 0.02%
3M CO    (COM) MMM 49,000 356 0.02%
ZOETIS INC    (CL A) ZTS 48,000 400 0.02%
DIAGEO P L C    (SPON ADR NEW) DEO 45,000 359 0.01%
PROLOGIS INC.    (COM) PLD 45,000 554 0.01%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 44,000 339 0.01%
KEYCORP    (COM) KEY 44,000 4,231 0.01%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 44,000 326 0.01%
CITRIX SYS INC    (COM) CTXS 43,000 303 0.01%
DANAHER CORPORATION    (COM) DHR 43,000 312 0.01%
FOX CORP    (CL A COM) 42,000 1,791 0.01%
CHUBB LIMITED    (COM) CB 42,000 375 0.01%
ALPHABET INC    (CAP STK CL C) GOOG 42,000 36 0.01%
WISDOMTREE TR    (US QTLY DIV GRT) DGRW 42,000 1,081 0.01%
EDWARDS LIFESCIENCES CORP    (COM) EW 42,000 222 0.01%
CATERPILLAR INC DEL    (COM) CAT 41,000 352 0.01%
VIACOMCBS INC    (CL B) 40,000 2,831 0.01%
TJX COS INC NEW    (COM) TJX 40,000 844 0.01%
XYLEM INC    (COM) XYL 40,000 615 0.01%
LOWES COS INC    (COM) LOW 40,000 473 0.01%
HORMEL FOODS CORP    (COM) HRL 40,000 864 0.01%
1 2 3 4 5 Next >Full Portfolio View
Total Value As 2020-03-31: 237,119,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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George Soros

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