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PRESTIGE WEALTH MANAGEMENT GROUP LLC Information

31 STATE ROUTE 12, FLEMINGTON, New Jersey, 08822, (908) 782-0001

Report Date: 12/31/2018

Position Statistics

Total Positions 1,314
New Positions 1,314
Increased Positions 1,314
Decreased Positions 0
Positions with Activity 1,314
Sold Out Positions 0
Total Mkt Value (in $ millions) 155

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Energy 2.73%
Basic Materials 0.36%
Industrials 2.55%
Consumer Cyclicals 4.16%
Consumer Non-Cyclicals 8.64%
Financials 56.57%
Healthcare 8.42%
Technology 12.3%
Telecommunication Services 0.76%
Utilities 1.02%

1,314 Positions as of 12/31/2018

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
COLGATE PALMOLIVE CO COM 11,197 11,197 New 150,296
SPDR SERIES TRUST BLOMBERG BRC INV 9,429 9,429 New 307,037
WISDOMTREE TR FLOATNG RAT TREA 7,896 7,896 New 314,658
ISHARES TR 0-5 YR TIPS ETF 7,476 7,476 New 74,659
SPDR SERIES TRUST NUVEEN BLMBRG SR 6,587 6,587 New 134,298
APPLE INC COM 4,919 4,919 New 24,055
SCHWAB STRATEGIC TR US BRD MKT ETF 4,833 4,833 New 67,166
JOHNSON & JOHNSON COM 3,647 3,647 New 27,528
MICROSOFT CORP COM 3,333 3,333 New 24,312
SCHWAB STRATEGIC TR US LRG CAP ETF 3,274 3,274 New 45,631
MERCK & CO INC COM 3,055 3,055 New 37,440
EXXON MOBIL CORP COM 2,905 2,905 New 38,258
SCHWAB STRATEGIC TR US LCAP GR ETF 2,571 2,571 New 30,011
SPDR INDEX SHS FDS MSCI ACWI EXUS 2,371 2,371 New 64,651
ISHARES TR USA MOMENTUM FCT 2,130 2,130 New 17,435
SCHWAB STRATEGIC TR US LCAP VA ETF 2,109 2,109 New 37,089
AMAZON COM INC COM 2,076 2,076 New 1,033
SCHWAB STRATEGIC TR US MID-CAP ETF 1,892 1,892 New 32,680
SPDR SERIES TRUST PORTFOLIO LR ETF 1,731 1,731 New 49,076
ISHARES TR USA QUALITY FCTR 1,590 1,590 New 17,007