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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 Latest Top 20 Portfolio Holdings: (Filing Date: 2020-01-28) --- full portfolio
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%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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