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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 2019-11-14)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
WISDOMTREE TR    (FLOATNG RAT TREA) USFR 38,282,000 1,528,244 22.40%
ISHARES TR    (MSCI MIN VOL ETF) USMV 13,138,000 204,968 7.68%
COLGATE PALMOLIVE CO    (COM) CL 11,071,000 150,612 6.47%
SPDR SERIES TRUST    (NUVEEN BLMBRG SR) 7,313,000 149,268 4.28%
APPLE INC    (COM) AAPL 5,357,000 23,917 3.13%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 4,165,000 58,729 2.43%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 3,789,000 53,351 2.21%
MERCK & CO INC    (COM) MRK 3,137,000 37,256 1.83%
MICROSOFT CORP    (COM) MSFT 3,067,000 22,057 1.79%
SPDR SERIES TRUST    (SSGA US LRG ETF) LGLV 2,698,000 24,199 1.57%
EXXON MOBIL CORP    (COM) XOM 2,674,000 37,873 1.56%
JOHNSON & JOHNSON    (COM) JNJ 2,495,000 19,288 1.46%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 2,208,000 26,282 1.29%
ISHARES TR    (USA QUALITY FCTR) QUAL 2,096,000 22,683 1.22%
SPDR SERIES TRUST    (PORTFOLIO LR ETF) ELR 2,000,000 57,402 1.17%
SCHWAB STRATEGIC TR    (US LCAP VA ETF) SCHV 1,864,000 32,858 1.09%
ISHARES TR    (MULTIFACTOR INTL) 1,565,000 61,374 0.91%
SPDR INDEX SHS FDS    (MSCI ACWI EXUS) CWI 1,549,000 64,443 0.90%
AMAZON COM INC    (COM) AMZN 1,541,000 888 0.90%
ISHARES TR    (BARCLAYS 7 10 YR) IEF 1,520,000 13,512 0.88%
SPDR SERIES TRUST    (PORTFOLIO TL STK) TMW 1,262,000 34,351 0.73%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 1,241,000 21,950 0.72%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,206,000 37,863 0.70%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 1,166,000 46,378 0.68%
BANK AMER CORP    (COM) BAC 1,139,000 39,043 0.66%
PUBLIC SVC ENTERPRISE GRP IN    (COM) PEG 1,076,000 17,329 0.62%
WALMART INC    (COM) WMT 1,053,000 8,870 0.61%
ISHARES INC    (MLT FCTR EMG MKT) 1,022,000 25,016 0.59%
JPMORGAN CHASE & CO    (COM) JPM 1,003,000 8,522 0.58%
ISHARES TR    (RUS 1000 GRW ETF) IWF 992,000 6,214 0.58%
ISHARES TR    (RUS MD CP GR ETF) IWP 890,000 6,299 0.52%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 886,000 5,489 0.51%
BRISTOL MYERS SQUIBB CO    (COM) BMY 845,000 16,667 0.49%
MASTERCARD INC    (CL A) MA 803,000 2,957 0.46%
ADOBE INC    (COM) ADBE 791,000 2,861 0.46%
AT&T INC    (COM) T 766,000 20,232 0.44%
HOME DEPOT INC    (COM) HD 758,000 3,267 0.44%
VISA INC    (COM CL A) V 734,000 4,267 0.42%
SPDR SERIES TRUST    (S&P 400 MDCP VAL) EMV 697,000 13,567 0.40%
SPDR GOLD TRUST    (GOLD SHS) GLD 694,000 5,000 0.40%
DISNEY WALT CO    (COM DISNEY) DIS 693,000 5,321 0.40%
SCHWAB STRATEGIC TR    (SCHWB FDT INT LG) FNDF 689,000 24,976 0.40%
ISHARES TR    (RUS 1000 ETF) IWB 663,000 4,028 0.38%
LOCKHEED MARTIN CORP    (COM) LMT 655,000 1,678 0.38%
CITIGROUP INC    (COM NEW) C 641,000 9,280 0.37%
PFIZER INC    (COM) PFE 627,000 17,436 0.36%
SPDR SERIES TRUST    (S&P 400 MDCP GRW) EMG 624,000 11,616 0.36%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 618,000 21,052 0.36%
ISHARES TR    (MULTIFACTOR USA) 616,000 15,439 0.36%
FACEBOOK INC    (CL A) FB 593,000 3,327 0.34%
VANGUARD INTL EQUITY INDEX F    (ALLWRLD EX US) VEU 587,000 11,767 0.34%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 556,000 2,675 0.32%
ALPHABET INC    (CAP STK CL A) GOOGL 523,000 428 0.30%
VERIZON COMMUNICATIONS INC    (COM) VZ 519,000 8,587 0.30%
ISHARES TR    (US TREAS BD ETF) GOVT 501,000 19,041 0.29%
INVESCO EXCHANGE TRADED FD T    (BUYBACK ACHIEV) 484,000 7,742 0.28%
SALESFORCE COM INC    (COM) CRM 482,000 3,250 0.28%
ISHARES TR    (RUS MDCP VAL ETF) IWS 472,000 5,261 0.27%
PROCTER & GAMBLE CO    (COM) PG 456,000 3,666 0.26%
SYNNEX CORP    (COM) SNX 451,000 3,994 0.26%
SPDR SERIES TRUST    (S&P 600 SMCP VAL) DSV 441,000 7,204 0.25%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 431,000 6,183 0.25%
ISHARES TR    (RUS 1000 VAL ETF) IWD 422,000 3,289 0.24%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 416,000 3,136 0.24%
MCDONALDS CORP    (COM) MCD 416,000 1,938 0.24%
NAVIENT CORPORATION    (COM) NAVI 413,000 32,266 0.24%
FORTINET INC    (COM) FTNT 402,000 5,238 0.23%
ISHARES TR    (USA MOMENTUM FCT) 374,000 3,135 0.21%
COMCAST CORP NEW    (CL A) CMCSA 367,000 8,138 0.21%
SPDR SERIES TRUST    (PRTFLO S&P500 GW) ELG 362,000 9,302 0.21%
SPDR SERIES TRUST    (PRTFLO S&P500 VL) ELV 361,000 11,292 0.21%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 351,000 10,241 0.20%
UNITEDHEALTH GROUP INC    (COM) UNH 349,000 1,607 0.20%
ORACLE CORP    (COM) ORCL 346,000 6,292 0.20%
SPDR INDEX SHS FDS    (S&P EMKTSC ETF) EWX 340,000 7,828 0.19%
MEDTRONIC PLC    (SHS) MDT 340,000 3,133 0.19%
OFFICE DEPOT INC    (COM) ODP 338,000 192,330 0.19%
ISHARES TR    (MSCI ACWI ETF) ACWI 328,000 4,442 0.19%
COSTCO WHSL CORP NEW    (COM) COST 326,000 1,130 0.19%
HP INC    (COM) HPQ 325,000 17,177 0.19%
FIRST TR EXCHANGE TRADED FD    (US EQTY OPPT ETF) FPX 323,000 4,256 0.18%
STAMPS COM INC    (COM NEW) STMP 323,000 4,340 0.18%
BANK NEW YORK MELLON CORP    (COM) BK 316,000 6,990 0.18%
SCHWAB STRATEGIC TR    (INTL SCEQT ETF) SCHC 312,000 9,825 0.18%
BIOGEN INC    (COM) BIIB 310,000 1,332 0.18%
BB&T CORP    (COM) BBT 307,000 5,761 0.17%
SPDR SERIES TRUST    (PORTFOLIO MD ETF) EMM 299,000 8,828 0.17%
PINNACLE FINL PARTNERS INC    (COM) PNFP 297,000 5,218 0.17%
TECH DATA CORP    (COM) TECD 297,000 2,850 0.17%
SCHWAB STRATEGIC TR    (SCHWB FDT EMK LG) FNDE 296,000 10,813 0.17%
VANGUARD WORLD FD    (MEGA CAP VAL ETF) MGV 296,000 3,630 0.17%
NETFLIX INC    (COM) NFLX 284,000 1,060 0.16%
NVIDIA CORP    (COM) NVDA 279,000 1,602 0.16%
SLM CORP    (COM) SLM 278,000 31,517 0.16%
ALLY FINL INC    (COM) ALLY 276,000 8,334 0.16%
SPDR SERIES TRUST    (S&P 600 SMCP GRW) DSG 269,000 4,507 0.15%
INVESCO EXCHANGE TRADED FD T    (S&P SPIN OFF) 265,000 5,692 0.15%
SS&C TECHNOLOGIES HLDGS INC    (COM) SSNC 249,000 4,827 0.14%
BROADRIDGE FINL SOLUTIONS IN    (COM) BR 245,000 1,965 0.14%
AMERICAN EQTY INVT LIFE HLD    (COM) AEL 241,000 9,970 0.14%
SERVICENOW INC    (COM) NOW 238,000 936 0.13%
CISCO SYS INC    (COM) CSCO 228,000 4,615 0.13%
CONSTELLATION BRANDS INC    (CL A) STZ 225,000 1,082 0.13%
MOLINA HEALTHCARE INC    (COM) MOH 224,000 2,046 0.13%
SPDR SERIES TRUST    (BLOMBERG BRC INV) FLRN 221,000 7,170 0.12%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 218,000 734 0.12%
IONIS PHARMACEUTICALS INC    (COM) 208,000 3,473 0.12%
HONEYWELL INTL INC    (COM) HON 207,000 1,224 0.12%
BOEING CO    (COM) BA 200,000 525 0.11%
VANGUARD INDEX FDS    (SML CP GRW ETF) VBK 199,000 1,097 0.11%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 195,000 1,510 0.11%
PAYPAL HLDGS INC    (COM) PYPL 189,000 1,829 0.11%
TYSON FOODS INC    (CL A) TSN 183,000 2,123 0.10%
GOLDMAN SACHS GROUP INC    (COM) GS 180,000 868 0.10%
GILEAD SCIENCES INC    (COM) GILD 177,000 2,785 0.10%
LAM RESEARCH CORP    (COM) LRCX 175,000 757 0.10%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 171,000 2,784 0.10%
ROSS STORES INC    (COM) ROST 165,000 1,505 0.09%
CHEVRON CORP NEW    (COM) CVX 165,000 1,395 0.09%
TEXAS INSTRS INC    (COM) TXN 163,000 1,261 0.09%
KIMBERLY CLARK CORP    (COM) KMB 162,000 1,140 0.09%
INTEL CORP    (COM) INTC 161,000 3,110 0.09%
MORGAN STANLEY    (COM NEW) MS 161,000 3,776 0.09%
ABIOMED INC    (COM) ABMD 158,000 889 0.09%
SPDR INDEX SHS FDS    (S&P INTL SMLCP) GWX 154,000 5,233 0.09%
INVESCO EXCHNG TRADED FD TR    (FTSE RAFI EMNG) 153,000 7,629 0.08%
CVS HEALTH CORP    (COM) CVS 149,000 2,369 0.08%
PEAPACK-GLADSTONE FINL CORP    (COM) PGC 145,000 5,175 0.08%
HCA HEALTHCARE INC    (COM) HCA 144,000 1,193 0.08%
NORTHROP GRUMMAN CORP    (COM) NOC 141,000 376 0.08%
BROADCOM INC    (COM) 136,000 492 0.07%
SANTANDER CONSUMER USA HDG I    (COM) SC 134,000 5,260 0.07%
SPDR SERIES TRUST    (PORTFOLIO SM ETF) TWOK 128,000 4,269 0.07%
VALERO ENERGY CORP NEW    (COM) VLO 127,000 1,493 0.07%
INVESCO EXCHNG TRADED FD TR    (INTL BUYBACK) 127,000 4,092 0.07%
FIDELITY NATL INFORMATION SV    (COM) FIS 125,000 940 0.07%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 124,000 3,066 0.07%
AMGEN INC    (COM) AMGN 123,000 635 0.07%
WELLS FARGO CO NEW    (COM) WFC 123,000 2,439 0.07%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 118,000 434 0.06%
CERNER CORP    (COM) CERN 116,000 1,704 0.06%
ISHARES US ETF TR    (CONSUMER STPLS) 114,000 4,079 0.06%
ABBVIE INC    (COM) ABBV 110,000 1,452 0.06%
ALTRIA GROUP INC    (COM) MO 110,000 2,696 0.06%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 107,000 2,000 0.06%
ISHARES TR    (CORE S&P MCP ETF) IJH 107,000 555 0.06%
LOUISIANA PAC CORP    (COM) LPX 106,000 4,305 0.06%
ISHARES TR    (MSCI EAFE ETF) EFA 105,000 1,615 0.06%
EDWARDS LIFESCIENCES CORP    (COM) EW 102,000 466 0.05%
L3HARRIS TECHNOLOGIES INC    (COM ) 102,000 488 0.05%
PEPSICO INC    (COM) PEP 101,000 738 0.05%
GENERAL MTRS CO    (COM) GM 99,000 2,645 0.05%
SOUTHERN COPPER CORP    (COM) PCU 95,000 2,775 0.05%
QUALCOMM INC    (COM) QCOM 95,000 1,244 0.05%
REGIONS FINL CORP NEW    (COM) RF 95,000 6,000 0.05%
CDK GLOBAL INC    (COM) CDK 93,000 1,933 0.05%
ISHARES TR    (SH TR CRPORT ETF) CSJ 93,000 1,740 0.05%
CDW CORP    (COM) CDW 92,000 750 0.05%
PPL CORP    (COM) PPL 91,000 2,900 0.05%
ISHARES TR    (CORE S&P SCP ETF) IJR 88,000 1,128 0.05%
COCA COLA CO    (COM) KO 87,000 1,596 0.05%
DISCOVER FINL SVCS    (COM) DFS 85,000 1,044 0.04%
UNITED TECHNOLOGIES CORP    (COM) UTX 84,000 613 0.04%
PRUDENTIAL FINL INC    (COM) PRU 84,000 937 0.04%
US FOODS HLDG CORP    (COM) USFD 80,000 1,945 0.04%
CIGNA CORP NEW    (COM) 80,000 524 0.04%
MALLINCKRODT PUB LTD CO    (SHS) MNK 80,000 33,287 0.04%
NIKE INC    (CL B) NKE 79,000 837 0.04%
SKYWORKS SOLUTIONS INC    (COM) SWKS 79,000 997 0.04%
UNILEVER N V    (N Y SHS NEW) UN 78,000 1,298 0.04%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 76,000 1,379 0.04%
KEYCORP NEW    (COM) KEY 74,000 4,132 0.04%
ISHARES TR    (MBS ETF) MBB 71,000 659 0.04%
CLOROX CO DEL    (COM) CLX 71,000 466 0.04%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 71,000 879 0.04%
DUPONT DE NEMOURS INC    (COM) 71,000 996 0.04%
EBAY INC    (COM) EBAY 70,000 1,785 0.04%
VALLEY NATL BANCORP    (COM) VLY 70,000 6,432 0.04%
EXELON CORP    (COM) EXC 70,000 1,457 0.04%
VANGUARD SCOTTSDALE FDS    (VNG RUS2000IDX) VTWO 70,000 573 0.04%
ALLSTATE CORP    (COM) ALL 69,000 631 0.04%
KONINKLIJKE PHILIPS N V    (NY REG SH NEW) PHG 68,000 1,475 0.03%
INVESCO QQQ TR    (UNIT SER 1) 68,000 362 0.03%
CONSOLIDATED EDISON INC    (COM) ED 67,000 704 0.03%
ARCHER DANIELS MIDLAND CO    (COM) ADM 63,000 1,530 0.03%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 61,000 414 0.03%
CBS CORP NEW    (CL B) CBS 60,000 1,490 0.03%
MARKEL CORP    (COM) MKL 59,000 50 0.03%
WEC ENERGY GROUP INC    (COM) 58,000 609 0.03%
EATON CORP PLC    (SHS) ETN 57,000 689 0.03%
PNC FINL SVCS GROUP INC    (COM) PNC 56,000 397 0.03%
NOVARTIS A G    (SPONSORED ADR) NVS 54,000 626 0.03%
HESS CORP    (COM) HES 53,000 869 0.03%
CELGENE CORP    (COM) CELG 52,000 525 0.03%
DIAGEO P L C    (SPON ADR NEW) DEO 52,000 317 0.03%
SPIRIT RLTY CAP INC NEW    (COM NEW) 51,000 1,074 0.02%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 51,000 338 0.02%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 50,000 292 0.02%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 49,000 1,197 0.02%
CANOPY GROWTH CORP    (COM) 48,000 2,077 0.02%
1 2 3 4 Next >Full Portfolio View
Total Value As 2019-09-30: 170,864,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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