Long-term investor
Prestige Wealth Management Group LLC @prestigewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001772715).
Record
- Tracked since 2025-06-30 (450 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.4% · 1 year n/a · all +14.5%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 97717X669 · 10.5% · long · since 2025-06-30
- 464288588 · 6.2% · long · since 2025-06-30
- AAPL · 5.6% · long · since 2025-06-30
- 46435U853 · 5.5% · long · since 2025-06-30
- 921937835 · 5.5% · long · since 2025-06-30
- 97717X511 · 5.3% · long · since 2025-06-30
- 97717Y477 · 4.3% · long · since 2025-06-30
- CL · 2.4% · long · since 2025-06-30
- 922908744 · 2.2% · long · since 2025-06-30
- 81369Y209 · 1.8% · long · since 2025-06-30
- MSFT · 1.7% · long · since 2025-06-30
- 78464A839 · 1.6% · long · since 2025-06-30