Prospect Financial Group LLC New Holdings in Q4 2024

Prospect Financial Group LLC

  • $81.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
100K
New
$71.75 - $75.11 $7.19M - $7.53M
100K $7.21B
PINS
Pinterest, Inc.

Communication Services
237K
New
$28.24 - $34.15 $6.69M - $8.09M
237K $6.87B
BNDX
Vanguard Total International B

ETFs
115K
New
$48.91 - $50.61 $5.62M - $5.82M
115K $5.64B
VTI
Vanguard Total Stock Market Et

ETFs
16.9K
New
$280.04 - $302.45 $4.75M - $5.13M
16.9K $4.91B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
181K
New
$26.16 - $28.82 $4.72M - $5.2M
181K $4.73B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
132K
New
$33.92 - $36.6 $4.48M - $4.83M
132K $4.56B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.25K
New
$521.84 - $558.82 $3.79M - $4.05M
7.25K $3.91B
DFIC
Dimensional ETF Tr Dimensional

ETFs
146K
New
$25.61 - $28.0 $3.75M - $4.1M
146K $3.78B
FREL
Fidelity Covington Tr Msci Rea

ETFs
98.8K
New
$26.61 - $29.85 $2.63M - $2.95M
98.8K $2.67B
AVDV
American Centy ETF Tr Avantis

ETFs
39.8K
New
$63.85 - $70.4 $2.54M - $2.81M
39.8K $2.59B
AAPL
Apple Inc.

Technology
8.33K
New
$221.69 - $259.02 $1.85M - $2.16M
8.33K $2.08B
MSFT
Microsoft Corp

Technology
4.43K
New
$406.35 - $454.46 $1.8M - $2.01M
4.43K $1.87B
COMB
Graniteshares ETF Tr Bloomber

ETFs
88.1K
New
$19.74 - $20.97 $1.74M - $1.85M
88.1K $1.76B
VIG
Vanguard Dividend Appreciation

ETFs
8.37K
New
N/A
8.37K $1.64B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
63.8K
New
$24.94 - $26.14 $1.59M - $1.67M
63.8K $1.59B
AVEM
American Centy ETF Tr Avantis

ETFs
26.3K
New
$58.59 - $66.14 $1.54M - $1.74M
26.3K $1.55B
DFIS
Dimensional ETF Tr Dimensional

ETFs
61.6K
New
$24.25 - $26.7 $1.49M - $1.64M
61.6K $1.51B
NVDA
Nvidia Corp

Technology
11.2K
New
$117.0 - $148.88 $1.32M - $1.67M
11.2K $1.51B
VNQ
Vanguard Specialized Funds Van

ETFs
16.2K
New
$87.85 - $98.6 $1.43M - $1.6M
16.2K $1.45B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.76K
New
$442.29 - $483.08 $1.22M - $1.33M
2.76K $1.25B
USRT
Ishares Core U.S. Reit ETF

ETFs
20K
New
$55.97 - $62.75 $1.12M - $1.26M
20K $1.15B
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.1K
New
$63.58 - $71.15 $1.09M - $1.22M
17.1K $1.11B
AVUS
American Centy ETF Tr Avantis

ETFs
10.7K
New
$94.36 - $102.06 $1.01M - $1.09M
10.7K $1.03B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.71K
New
$567.81 - $607.81 $969K - $1.04M
1.71K $1B
GOOGL
Alphabet Inc.

Communication Services
4.38K
New
$161.86 - $196.66 $708K - $861K
4.38K $829M
MGC
Vanguard Mega Cap ETF

ETFs
3.77K
New
$204.21 - $220.18 $769K - $829K
3.77K $801M
META
Meta Platforms, Inc.

Communication Services
1.31K
New
$554.08 - $632.68 $726K - $829K
1.31K $768M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
14.6K
New
$49.87 - $52.46 $727K - $765K
14.6K $728M
JPM
Jpmorgan Chase & CO

Financial Services
2.67K
New
$205.18 - $250.29 $547K - $667K
2.67K $639M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
12.4K
New
$49.79 - $51.14 $619K - $635K
12.4K $623M
AMZN
Amazon Com Inc

Consumer Cyclical
2.8K
New
$180.88 - $232.93 $506K - $652K
2.8K $614M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.1K
New
$34.13 - $37.35 $584K - $639K
17.1K $584M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
21.5K
New
$20.55 - $23.26 $441K - $500K
21.5K $452M
JNJ
Johnson & Johnson

Healthcare
2.83K
New
$143.34 - $165.86 $406K - $469K
2.83K $409M
AVGO
Broadcom Inc.

Technology
1.66K
New
$159.67 - $250.0 $264K - $414K
1.66K $384M
Dimensional ETF Trust
7.41K
New
N/A
7.41K $371M
GOOG
Alphabet Inc.

Communication Services
1.84K
New
$163.08 - $198.16 $300K - $364K
1.84K $350M
LLY
Eli Lilly & CO

Healthcare
451
New
$727.2 - $932.06 $328K - $420K
451 $348M
XOM
Exxon Mobil Corp

Energy
3.14K
New
$105.51 - $125.37 $331K - $394K
3.14K $338M
VXF
Vanguard Extended Market ETF

ETFs
1.69K
New
$179.17 - $207.15 $303K - $350K
1.69K $321M
VV
Vanguard Large Cap ETF

ETFs
1.11K
New
$260.27 - $280.65 $289K - $311K
1.11K $299M
PG
Procter & Gamble CO

Consumer Defensive
1.61K
New
$161.05 - $179.7 $260K - $290K
1.61K $271M
V
Visa Inc.

Financial Services
818
New
$273.87 - $320.91 $224K - $263K
818 $259M
MRK
Merck & Co., Inc.

Healthcare
2.56K
New
$96.31 - $114.76 $246K - $294K
2.56K $254M
UNH
Unitedhealth Group Inc

Healthcare
486
New
$485.52 - $625.25 $236K - $304K
486 $246M
MA
Mastercard Inc

Financial Services
461
New
$491.3 - $536.15 $226K - $247K
461 $243M
CVX
Chevron Corp

Energy
1.65K
New
$141.15 - $162.53 $233K - $268K
1.65K $239M
CL
Colgate Palmolive CO

Consumer Defensive
2.55K
New
$90.22 - $102.31 $230K - $261K
2.55K $232M
VB
Vanguard Small Cap ETF

ETFs
927
New
$233.76 - $261.58 $217K - $242K
927 $223M
Activity Summary
Buys All Purchases 59 New Holdings 59 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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