Prestige Wealth Management Group LLC
Q1 2025 13F Detailed Holdings
Location
Flemington, NJ
Holdings as of
3/31/2025
Value ($000)
$467,859
Num holdings
1,297
Date filed
5/12/2025
Form type
13F-HR
Prev filing
2/19/2026
Next filing
2/19/2026
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing,
see here
for holdings aggregated across other managers
This filing has been restated,
see here
for the amended filing
Compare Q1 2025 to
2025 Q4
2025 Q3 - RESTATEMENT
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type
Discretion
Other Manager
Sole
Shared
None
Other Managers
Num
Name
File Number
1
PARAMETRICA ASSET MANAGEMENT LTD.
2
GOLDMAN SACHS ASSET MANAGEMENT/