Prosperity Financial Group, Inc. Incresed Positions in Q3 2024

Prosperity Financial Group, Inc.

  • $179 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
30.1K
+ 133.58%
$66.56 - $75.11 $2M - $2.26M
52.7K $3.93B
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
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
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
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
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
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
RACE
Ferrari N.V.

Consumer Cyclical
244
+ 13.93%
$405.92 - $496.79 $99K - $121K
2K $938M
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
SPGI
S&P Global Inc.

Financial Services
9
+ 0.87%
$446.32 - $527.38 $4.02K - $4.75K
1.05K $541M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
28
+ 0.51%
$210.25 - $231.86 $5.89K - $6.49K
5.54K $1.24B
RSG
Republic Services, Inc.

Industrials
264
+ 8.06%
$189.34 - $208.21 $50K - $55K
3.54K $711M
VUG
Vanguard Growth ETF

ETFs
115
+ 7.0%
$341.08 - $391.94 $39.2K - $45.1K
1.76K $675M
DE
Deere & CO

Industrials
57
+ 6.75%
$344.84 - $418.0 $19.7K - $23.8K
901 $376M
CSM
Proshares Large Cap Core Plus

ETFs
152
+ 1.32%
$58.62 - $65.37 $8.91K - $9.94K
11.6K $761M
ISRG
Intuitive Surgical Inc

Healthcare
11
+ 1.21%
$416.14 - $494.01 $4.58K - $5.43K
918 $451M
TDG
Trans Digm Group Inc

Industrials
8
+ 3.6%
$1202.03 - $1427.41 $9.62K - $11.4K
230 $328M
EMLP
First Tr Exchange Traded Iv

ETFs
442
+ 4.8%
$30.38 - $34.0 $13.4K - $15K
9.66K $324M
KBR
Kbr, Inc.

Industrials
581
+ 11.34%
$60.85 - $69.36 $35.4K - $40.3K
5.71K $372M
TXT
Textron Inc

Industrials
335
+ 7.89%
$83.46 - $94.02 $28K - $31.5K
4.58K $406M
ELV
Elevance Health, Inc.

Healthcare
104
+ 13.52%
$500.12 - $562.29 $52K - $58.5K
873 $454M
VTV
Vanguard Value ETF

ETFs
14
+ 0.57%
$159.75 - $174.57 $2.24K - $2.44K
2.47K $431M
MPW
Medical Properties Trust Inc

Real Estate
1.1K
+ 5.65%
$4.03 - $6.38 $4.42K - $6.99K
20.5K $120M
WDAY
Workday, Inc.

Technology
34
+ 3.32%
$207.75 - $264.68 $7.06K - $9K
1.06K $258M
CRM
Salesforce, Inc.

Technology
46
+ 4.7%
$238.42 - $276.53 $11K - $12.7K
1.02K $280M
GAIN
Gladstone Investment Corporation\De

Financial Services
400
+ 1.11%
$12.51 - $14.45 $5K - $5.78K
36.6K $528M
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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