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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 2020-01-28)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
WISDOMTREE TR    (FLOATNG RAT TREA) USFR 35,986,000 1,435,995 19.69%
ISHARES TR    (MSCI MIN VOL ETF) USMV 13,527,000 206,198 7.40%
COLGATE PALMOLIVE CO    (COM) CL 10,362,000 150,523 5.67%
SPDR SERIES TRUST    (NUVEEN BLMBRG SR) 7,215,000 146,909 3.94%
APPLE INC    (COM) AAPL 7,035,000 23,956 3.84%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 4,466,000 58,136 2.44%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 4,072,000 52,962 2.22%
JOHNSON & JOHNSON    (COM) JNJ 3,502,000 24,007 1.91%
MICROSOFT CORP    (COM) MSFT 3,480,000 22,068 1.90%
MERCK & CO INC    (COM) MRK 3,358,000 36,926 1.83%
EXXON MOBIL CORP    (COM) XOM 3,051,000 43,719 1.66%
ISHARES TR    (TRS FLT RT BD) TFLO 2,844,000 56,604 1.55%
SPDR SERIES TRUST    (SSGA US LRG ETF) LGLV 2,730,000 23,905 1.49%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 2,573,000 68,025 1.40%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 2,460,000 26,467 1.34%
ISHARES TR    (USA QUALITY FCTR) QUAL 2,416,000 23,919 1.32%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 2,003,000 33,312 1.09%
ISHARES TR    (MULTIFACTOR INTL) 1,755,000 64,870 0.96%
AMAZON COM INC    (COM) AMZN 1,737,000 940 0.95%
SPDR INDEX SHS FDS    (MSCI ACWI EXUS) CWI 1,657,000 64,312 0.90%
BANK AMER CORP    (COM) BAC 1,375,000 39,041 0.75%
SPDR SERIES TRUST    (PORTFOLIO TL STK) TMW 1,369,000 34,351 0.74%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 1,315,000 21,856 0.71%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,290,000 38,363 0.70%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 1,282,000 46,818 0.70%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 1,231,000 11,167 0.67%
ISHARES INC    (MLT FCTR EMG MKT) 1,221,000 26,797 0.66%
JPMORGAN CHASE & CO    (COM) JPM 1,188,000 8,524 0.65%
BRISTOL MYERS SQUIBB CO    (COM) BMY 1,086,000 16,922 0.59%
ISHARES TR    (RUS 1000 GRW ETF) IWF 1,072,000 6,091 0.58%
WALMART INC    (COM) WMT 1,046,000 8,804 0.57%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 1,022,000 17,311 0.55%
ADOBE INC    (COM) ADBE 962,000 2,919 0.52%
ISHARES TR    (RUS MD CP GR ETF) IWP 957,000 6,276 0.52%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 933,000 5,470 0.51%
HOME DEPOT INC    (COM) HD 881,000 4,035 0.48%
MASTERCARD INC    (CL A) MA 878,000 2,940 0.48%
DISNEY WALT CO    (COM DISNEY) DIS 843,000 5,826 0.46%
VISA INC    (COM CL A) V 838,000 4,459 0.45%
SPDR SERIES TRUST    (S&P 400 MDCP VAL) EMV 744,000 13,595 0.40%
CITIGROUP INC    (COM NEW) C 741,000 9,273 0.40%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 734,000 23,395 0.40%
AT&T INC    (COM) T 724,000 18,528 0.39%
SCHWAB STRATEGIC TR    (SCHWB FDT INT LG) FNDF 723,000 24,976 0.39%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 716,000 8,888 0.39%
ISHARES TR    (MULTIFACTOR USA) 708,000 16,510 0.38%
ISHARES TR    (RUS 1000 ETF) IWB 697,000 3,907 0.38%
PFIZER INC    (COM) PFE 672,000 17,150 0.36%
SPDR SERIES TRUST    (S&P 400 MDCP GRW) EMG 639,000 11,208 0.34%
LOCKHEED MARTIN CORP    (COM) LMT 636,000 1,632 0.34%
ALPHABET INC    (CAP STK CL A) GOOGL 628,000 469 0.34%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 621,000 11,554 0.33%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 606,000 2,675 0.33%
UNITEDHEALTH GROUP INC    (COM) UNH 575,000 1,955 0.31%
FORTINET INC    (COM) FTNT 558,000 5,228 0.30%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 552,000 3,786 0.30%
FACEBOOK INC    (CL A) FB 535,000 2,607 0.29%
INVESCO EXCHANGE TRADED FD T    (BUYBACK ACHIEV) 534,000 7,742 0.29%
VERIZON COMMUNICATIONS INC    (COM) VZ 527,000 8,588 0.28%
SYNNEX CORP    (COM) SNX 513,000 3,984 0.28%
OFFICE DEPOT INC    (COM) ODP 513,000 187,208 0.28%
ISHARES TR    (RUS MDCP VAL ETF) IWS 497,000 5,247 0.27%
SPDR SERIES TRUST    (S&P 600 SMCP VAL) DSV 473,000 7,205 0.25%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 470,000 6,207 0.25%
PROCTER & GAMBLE CO    (COM) PG 458,000 3,666 0.25%
COSTCO WHSL CORP NEW    (COM) COST 440,000 1,497 0.24%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 437,000 11,629 0.23%
ISHARES TR    (RUS 1000 VAL ETF) IWD 434,000 3,174 0.23%
NAVIENT CORPORATION    (COM) NAVI 433,000 31,687 0.23%
SALESFORCE COM INC    (COM) CRM 423,000 2,600 0.23%
ISHARES TR    (USA MOMENTUM FCT) 394,000 3,135 0.21%
MCDONALDS CORP    (COM) MCD 393,000 1,990 0.21%
SPDR SERIES TRUST    (PRTFLO S&P500 VL) ELV 392,000 11,232 0.21%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 392,000 9,352 0.21%
BIOGEN INC    (COM) BIIB 390,000 1,316 0.21%
SPDR SERIES TRUST    (PORTFOLIO MD ETF) EMM 387,000 10,693 0.21%
COMCAST CORP NEW    (CL A) CMCSA 377,000 8,391 0.20%
ISHARES TR    (MBS ETF) MBB 368,000 3,409 0.20%
NVIDIA CORP    (COM) NVDA 367,000 1,560 0.20%
INSIGHT ENTERPRISES INC    (COM) NSIT 365,000 5,186 0.19%
SPDR INDEX SHS FDS    (S&P EMKTSC ETF) EWX 365,000 7,931 0.19%
ISHARES TR    (MSCI ACWI ETF) ACWI 352,000 4,442 0.19%
STAMPS COM INC    (COM NEW) STMP 351,000 4,202 0.19%
BANK NEW YORK MELLON CORP    (COM) BK 347,000 6,893 0.18%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 342,000 9,851 0.18%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 342,000 4,256 0.18%
HP INC    (COM) HPQ 341,000 16,575 0.18%
SKYWORKS SOLUTIONS INC    (COM) SWKS 338,000 2,798 0.18%
ORACLE CORP    (COM) ORCL 332,000 6,274 0.18%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 316,000 3,630 0.17%
TRUIST FINL CORP    (COM ) 314,000 5,560 0.17%
SCHWAB STRATEGIC TR    (SCHWB FDT EMK LG) FNDE 306,000 10,247 0.16%
SPDR SERIES TRUST    (S&P 600 SMCP GRW) DSG 291,000 4,516 0.15%
SS&C TECHNOLOGIES HLDGS INC    (COM) SSNC 290,000 4,725 0.15%
AMERICAN EQTY INVT LIFE HLD    (COM) AEL 289,000 9,628 0.15%
INVESCO EXCHANGE TRADED FD T    (S&P SPIN OFF) 288,000 5,692 0.15%
SLM CORP    (COM) SLM 278,000 31,147 0.15%
SERVICENOW INC    (COM) NOW 260,000 919 0.14%
PINNACLE FINL PARTNERS INC    (COM) PNFP 257,000 4,029 0.14%
MEDTRONIC PLC    (SHS) MDT 257,000 2,261 0.14%
MOLINA HEALTHCARE INC    (COM) MOH 254,000 1,872 0.13%
BROADRIDGE FINL SOLUTIONS IN    (COM) BR 245,000 1,983 0.13%
ALLY FINL INC    (COM) ALLY 245,000 8,037 0.13%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 236,000 735 0.12%
DOLLAR GEN CORP NEW    (COM) DG 233,000 1,495 0.12%
QORVO INC    (COM) QRVO 230,000 1,975 0.12%
NIKE INC    (CL B) NKE 222,000 2,190 0.12%
ISHARES TR    (US TREAS BD ETF) GOVT 220,000 8,469 0.12%
SPDR SERIES TRUST    (BLOMBERG BRC INV) FLRN 219,000 7,136 0.11%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 216,000 1,085 0.11%
CISCO SYS INC    (COM) CSCO 216,000 4,513 0.11%
HONEYWELL INTL INC    (COM) HON 214,000 1,211 0.11%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 214,000 4,802 0.11%
IONIS PHARMACEUTICALS INC    (COM) 208,000 3,447 0.11%
TYSON FOODS INC    (CL A) TSN 205,000 2,247 0.11%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 202,000 1,471 0.11%
SELECT SECTOR SPDR TR    (SBI CONS DISCR) XLY 201,000 1,606 0.10%
PAYPAL HLDGS INC    (COM) PYPL 198,000 1,829 0.10%
ROSS STORES INC    (COM) ROST 191,000 1,635 0.10%
NETFLIX INC    (COM) NFLX 191,000 590 0.10%
HCA HEALTHCARE INC    (COM) HCA 186,000 1,258 0.10%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 181,000 5,693 0.09%
INTEL CORP    (COM) INTC 177,000 2,968 0.09%
CVS HEALTH CORP    (COM) CVS 176,000 2,369 0.09%
MALLINCKRODT PUB LTD CO    (SHS) MNK 176,000 50,465 0.09%
TEXAS INSTRS INC    (COM) TXN 174,000 1,352 0.09%
BROADCOM INC    (COM) 172,000 545 0.09%
BOEING CO    (COM) BA 171,000 525 0.09%
INVESCO EXCHNG TRADED FD TR    (FTSE RAFI EMNG) 170,000 7,629 0.09%
SPDR SERIES TRUST    (PORTFOLIO SM ETF) TWOK 168,000 5,130 0.09%
CHEVRON CORP NEW    (COM) CVX 163,000 1,348 0.08%
PEAPACK-GLADSTONE FINL CORP    (COM) PGC 160,000 5,175 0.08%
MORGAN STANLEY    (COM NEW) MS 156,000 3,044 0.08%
AMGEN INC    (COM) AMGN 152,000 629 0.08%
GOLDMAN SACHS GROUP INC    (COM) GS 150,000 653 0.08%
LAM RESEARCH CORP    (COM) LRCX 147,000 504 0.08%
ABBVIE INC    (COM) ABBV 140,000 1,576 0.07%
CERNER CORP    (COM) CERN 139,000 1,894 0.07%
LOUISIANA PAC CORP    (COM) LPX 139,000 4,681 0.07%
INVESCO EXCHNG TRADED FD TR    (INTL BUYBACK) 139,000 4,092 0.07%
ABIOMED INC    (COM) ABMD 139,000 814 0.07%
L3HARRIS TECHNOLOGIES INC    (COM) 133,000 674 0.07%
SANTANDER CONSUMER USA HDG I    (COM) SC 133,000 5,710 0.07%
WELLS FARGO CO NEW    (COM) WFC 131,000 2,439 0.07%
FIDELITY NATL INFORMATION SV    (COM) FIS 131,000 945 0.07%
ALTRIA GROUP INC    (COM) MO 131,000 2,617 0.07%
SELECT SECTOR SPDR TR    (SBI MATERIALS) XLB 130,000 2,126 0.07%
NORTHROP GRUMMAN CORP    (COM) NOC 129,000 376 0.07%
SPLUNK INC    (COM) SPLK 120,000 798 0.06%
EDWARDS LIFESCIENCES CORP    (COM) EW 117,000 501 0.06%
ISHARES US ETF TR    (CONSUMER STPLS) 115,000 4,029 0.06%
GILEAD SCIENCES INC    (COM) GILD 115,000 1,767 0.06%
CONSTELLATION BRANDS INC    (CL A) STZ 112,000 587 0.06%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 110,000 1,083 0.06%
ISHARES TR    (CORE S&P MCP ETF) IJH 110,000 536 0.06%
ISHARES TR    (MSCI EAFE ETF) EFA 109,000 1,575 0.05%
VALERO ENERGY CORP NEW    (COM) VLO 107,000 1,146 0.05%
CIGNA CORP NEW    (COM) 107,000 524 0.05%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 107,000 2,000 0.05%
CDW CORP    (COM) CDW 107,000 750 0.05%
QUALCOMM INC    (COM) QCOM 106,000 1,204 0.05%
CDK GLOBAL INC    (COM) CDK 106,000 1,938 0.05%
PPL CORP    (COM) PPL 104,000 2,900 0.05%
REGIONS FINL CORP NEW    (COM) RF 103,000 6,000 0.05%
PEPSICO INC    (COM) PEP 99,000 726 0.05%
PRUDENTIAL FINL INC    (COM) PRU 99,000 1,059 0.05%
GENERAL MTRS CO    (COM) GM 97,000 2,651 0.05%
COCA COLA CO    (COM) KO 95,000 1,710 0.05%
UNITED TECHNOLOGIES CORP    (COM) UTX 93,000 620 0.05%
ISHARES TR    (SH TR CRPORT ETF) CSJ 93,000 1,740 0.05%
AGCO CORP    (COM) AG 91,000 1,179 0.04%
ISHARES TR    (CORE S&P SCP ETF) IJR 91,000 1,088 0.04%
DISCOVER FINL SVCS    (COM) DFS 89,000 1,044 0.04%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 87,000 945 0.04%
VALLEY NATL BANCORP    (COM) VLY 85,000 7,432 0.04%
KEYCORP NEW    (COM) KEY 84,000 4,132 0.04%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 83,000 2,698 0.04%
US FOODS HLDG CORP    (COM) USFD 82,000 1,963 0.04%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 80,000 1,379 0.04%
INVESCO QQQ TR    (UNIT SER 1) 77,000 362 0.04%
UNILEVER N V    (N Y SHS NEW) UN 75,000 1,290 0.04%
ARCHER DANIELS MIDLAND CO    (COM) ADM 73,000 1,568 0.03%
KONINKLIJKE PHILIPS N V    (NY REG SH NEW) PHG 72,000 1,469 0.03%
KIMBERLY CLARK CORP    (COM) KMB 71,000 515 0.03%
ALLSTATE CORP    (COM) ALL 71,000 632 0.03%
EXELON CORP    (COM) EXC 66,000 1,457 0.03%
EATON CORP PLC    (SHS) ETN 65,000 689 0.03%
EBAY INC    (COM) EBAY 65,000 1,789 0.03%
PNC FINL SVCS GROUP INC    (COM) PNC 63,000 397 0.03%
CONSOLIDATED EDISON INC    (COM) ED 63,000 697 0.03%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 59,000 200 0.03%
NOVARTIS A G    (SPONSORED ADR) NVS 58,000 615 0.03%
HESS CORP    (COM) HES 58,000 869 0.03%
MARKEL CORP    (COM) MKL 57,000 50 0.03%
WEC ENERGY GROUP INC    (COM) 56,000 609 0.03%
MARRIOTT INTL INC NEW    (CL A) MAR 56,000 369 0.03%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 55,000 339 0.03%
SPIRIT RLTY CAP INC NEW    (COM NEW) 53,000 1,074 0.02%
DIAGEO P L C    (SPON ADR NEW) DEO 53,000 317 0.02%
PHILIP MORRIS INTL INC    (COM) PM 52,000 608 0.02%
1 2 3 4 Next >Full Portfolio View
Total Value As 2019-12-31: 182,729,000 SEC FILING
* Portfolios do not reflect changes after reporting
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George Soros

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