Prosperity Financial Group, Inc. Purchases in Q3 2024

Prosperity Financial Group, Inc.

  • $179 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Zacks Trust
100K
New
N/A
100K $3.31B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
30.1K
+ 133.58%
$66.56 - $75.11 $2M - $2.26M
52.7K $3.93B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
131K
New
$14.96 - $17.23 $1.96M - $2.25M
131K $2.24B
MISL
First Tr Exchange Traded Fd In
65.9K
+ 175.85%
N/A
103K $3.28B
NVDA
Nvidia Corp

Technology
17.2K
+ 35.19%
$98.91 - $134.91 $1.7M - $2.31M
65.9K $8B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
35.6K
New
$32.65 - $36.69 $1.16M - $1.31M
35.6K $1.29B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
25.5K
New
$38.33 - $42.48 $978K - $1.08M
25.5K $1.07B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
32.4K
New
$25.13 - $27.92 $815K - $905K
32.4K $896M
Pgim ETF Tr
9.89K
New
N/A
9.89K $890M
ETN
Eaton Corp PLC

Industrials
1.99K
+ 150.76%
$272.52 - $333.02 $542K - $663K
3.31K $1.1B
PLTR
Palantir Technologies Inc.

Technology
1.15K
+ 2.5%
$24.09 - $37.95 $27.7K - $43.6K
47.1K $1.75B
RECS
Columbia ETF Tr I

ETFs
16.6K
New
$30.74 - $33.91 $509K - $562K
16.6K $562M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
15.3K
+ 17.2%
N/A
104K $2.57B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
6.67K
+ 6.85%
$47.95 - $49.61 $320K - $331K
104K $5.14B
TTWO
Take Two Interactive Software Inc

Communication Services
2.79K
New
$135.67 - $161.71 $379K - $452K
2.79K $429M
PVAL
Putnam ETF Tr Putnam Focused L
4.8K
+ 3.72%
$35.03 - $37.94 $168K - $182K
134K $5.08B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
13.5K
+ 132.97%
$22.38 - $23.66 $302K - $319K
23.6K $554M
AMD
Advanced Micro Devices Inc

Technology
1.9K
+ 56.55%
$128.67 - $183.96 $245K - $350K
5.27K $865M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.63K
+ 25.52%
$60.84 - $67.51 $221K - $245K
17.9K $1.21B
USRT
Ishares Core U.S. Reit ETF

ETFs
4.67K
New
$53.07 - $62.66 $248K - $292K
4.67K $287M
COST
Costco Wholesale Corp

Consumer Defensive
180
+ 6.06%
$801.83 - $917.05 $144K - $165K
3.15K $2.79B
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.02%
$333.64 - $405.2 $334 - $405
4.35K $1.76B
WELL
Welltower Inc.

Real Estate
1.92K
New
$104.0 - $129.74 $199K - $249K
1.92K $245M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
7.44K
+ 20.11%
$26.36 - $28.69 $196K - $214K
44.5K $1.27B
MSFT
Microsoft Corp

Technology
1.24K
+ 6.84%
$395.15 - $467.56 $488K - $577K
19.3K $8.3B
EQIX
Equinix Inc

Real Estate
259
New
$749.0 - $890.01 $194K - $231K
259 $230M
RACE
Ferrari N.V.

Consumer Cyclical
244
+ 13.93%
$405.92 - $496.79 $99K - $121K
2K $938M
CMS
Cms Energy Corp

Utilities
3.12K
New
$58.7 - $70.62 $183K - $220K
3.12K $220M
BWX
Spdr Bloomberg International T

ETFs
8.98K
New
$21.34 - $23.47 $192K - $211K
8.98K $210M
KO
Coca Cola CO

Consumer Defensive
2.91K
New
$62.69 - $73.01 $182K - $212K
2.91K $209M
DGRO
Ishares Core Dividend Growth E

ETFs
3.26K
New
$57.47 - $62.76 $187K - $205K
3.26K $204M
LMT
Lockheed Martin Corp

Industrials
346
New
$460.3 - $584.56 $159K - $202K
346 $202M
AVGO
Broadcom Inc.

Technology
8.76K
+ 955.9%
$136.27 - $1745.86 $1.19M - $15.3M
9.67K $1.67B
CGCP
Capital Group Core Plus Income

ETFs
6.94K
+ 23.43%
$22.12 - $23.31 $153K - $162K
36.5K $845M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
512
+ 9.86%
$138.85 - $182.81 $71.1K - $93.6K
5.71K $1.01B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.01K
+ 2.39%
$54.98 - $59.51 $55.3K - $59.9K
43.2K $2.57B
TDIV
First Trust Nasdaq Technology

ETFs
455
+ 1.55%
$70.51 - $81.07 $32.1K - $36.9K
29.9K $2.4B
LNTH
Lantheus Holdings, Inc.

Healthcare
464
+ 12.63%
$77.7 - $123.62 $36.1K - $57.4K
4.14K $454M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
902
+ 32.16%
$110.06 - $128.44 $99.3K - $116K
3.71K $472M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
2.65K
+ 13.62%
$28.8 - $32.2 $76.4K - $85.4K
22.1K $713M
CAT
Caterpillar Inc

Industrials
87
+ 4.83%
$316.8 - $391.12 $27.6K - $34K
1.89K $739M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
40
+ 0.12%
$57.32 - $62.65 $2.29K - $2.51K
33.3K $2.07B
ABBV
Abb Vie Inc.

Healthcare
56
+ 1.24%
$163.84 - $199.33 $9.18K - $11.2K
4.58K $904M
JPM
Jpmorgan Chase & CO

Financial Services
359
+ 6.23%
$194.9 - $224.8 $70K - $80.7K
6.13K $1.29B
V
Visa Inc.

Financial Services
242
+ 5.22%
$253.74 - $291.56 $61.4K - $70.6K
4.88K $1.34B
IVV
Ishares Core S&P 500 ETF

ETFs
118
+ 11.01%
$520.18 - $576.82 $61.4K - $68.1K
1.19K $686M
JNJ
Johnson & Johnson

Healthcare
195
+ 4.62%
$145.48 - $167.38 $28.4K - $32.6K
4.42K $716M
NOW
Service Now, Inc.

Technology
34
+ 5.51%
$730.87 - $937.36 $24.8K - $31.9K
651 $582M
MA
Mastercard Inc

Financial Services
54
+ 4.26%
$429.6 - $500.99 $23.2K - $27.1K
1.32K $653M
Activity Summary
Buys All Purchases 89 New Holdings 19 Increased Positions 70 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 5 Puts 0
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