Prosperitas Financial LLC Purchases in Q4 2024

Prosperitas Financial LLC

  • $198 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
389K
+ 289.14%
$22.01 - $66.82 $8.55M - $26M
523K $11.9B
OXY
Occidental Petroleum Corp

Energy
48.3K
New
$45.36 - $55.91 $2.19M - $2.7M
48.3K $2.39B
MSFT
Microsoft Corp

Technology
4.79K
+ 35.09%
$406.35 - $454.46 $1.94M - $2.17M
18.4K $7.77B
AMZN
Amazon Com Inc

Consumer Cyclical
516
+ 1.4%
$180.88 - $232.93 $93.3K - $120K
37.4K $8.21B
GOOGL
Alphabet Inc.

Communication Services
1.47K
+ 4.15%
$161.86 - $196.66 $237K - $289K
36.8K $6.97B
MTN
Vail Resorts Inc

Consumer Cyclical
5.44K
New
$165.69 - $195.44 $901K - $1.06M
5.44K $1.02B
QQQ
Invesco Qqq Trust, Series 1

ETFs
478
+ 2.26%
$481.22 - $538.17 $230K - $257K
21.6K $11B
SCHG
Schwab Strategic Tr Us Large C

ETFs
278K
+ 299.7%
$25.93 - $105.3 $7.21M - $29.3M
371K $10.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
508
+ 2.48%
$521.84 - $558.82 $265K - $284K
21K $11.3B
JPM
Jpmorgan Chase & CO

Financial Services
451
+ 3.56%
$205.18 - $250.29 $92.5K - $113K
13.1K $3.14B
CPRT
Copart Inc

Consumer Cyclical
2.88K
+ 6.58%
$51.36 - $63.8 $148K - $184K
46.7K $2.68B
MA
Mastercard Inc

Financial Services
289
+ 5.27%
$491.3 - $536.15 $142K - $155K
5.78K $3.04B
MO
Altria Group, Inc.

Consumer Defensive
4.92K
+ 9.45%
$49.06 - $57.74 $241K - $284K
56.9K $2.98B
CVX
Chevron Corp

Energy
2.33K
+ 11.12%
$141.15 - $162.53 $329K - $379K
23.3K $3.37B
CASY
Caseys General Stores Inc

Consumer Cyclical
301
+ 4.34%
$366.65 - $427.88 $110K - $129K
7.24K $2.87B
META
Meta Platforms, Inc.

Communication Services
215
+ 2.16%
$554.08 - $632.68 $119K - $136K
10.2K $5.96B
IVW
Ishares S&P 500 Growth ETF

ETFs
696
+ 2.21%
$94.43 - $105.47 $65.7K - $73.4K
32.1K $3.26B
MRK
Merck & Co., Inc.

Healthcare
2.42K
New
$96.31 - $114.76 $233K - $278K
2.42K $241M
AVIV
American Centy ETF Tr Avantis
4.44K
New
$51.24 - $55.81 $228K - $248K
4.44K $230M
VB
Vanguard Small Cap ETF

ETFs
543
+ 1.89%
$233.76 - $261.58 $127K - $142K
29.3K $7.03B
COST
Costco Wholesale Corp

Consumer Defensive
136
+ 4.41%
$873.59 - $994.69 $119K - $135K
3.22K $2.95B
O
Realty Income Corp

Real Estate
3.95K
New
$51.76 - $64.71 $204K - $255K
3.95K $211M
IVV
Ishares Core S&P 500 ETF

ETFs
349
New
$570.51 - $610.59 $199K - $213K
349 $205M
AEE
Ameren Corp

Utilities
1.56K
+ 4.99%
$85.81 - $94.98 $134K - $148K
32.8K $2.92B
VO
Vanguard Mid Cap ETF

ETFs
571
+ 1.75%
$261.5 - $284.63 $149K - $163K
33.3K $8.78B
PM
Philip Morris International Inc.

Consumer Defensive
1.5K
+ 6.68%
$118.38 - $133.06 $177K - $199K
23.9K $2.88B
ACN
Accenture PLC

Technology
389
+ 5.22%
$343.9 - $376.86 $134K - $147K
7.84K $2.76B
AN
Autonation, Inc.

Consumer Cyclical
1.27K
+ 8.99%
$155.47 - $182.16 $197K - $231K
15.4K $2.61B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
199K
+ 210.75%
$26.93 - $84.95 $5.37M - $16.9M
294K $8.03B
AVUV
American Centy ETF Tr Avantis

ETFs
236
+ 8.57%
$94.37 - $106.41 $22.3K - $25.1K
2.99K $289M
VTV
Vanguard Value ETF

ETFs
836
+ 3.74%
$168.32 - $181.87 $141K - $152K
23.2K $3.92B
IBM
International Business Machines Corp

Technology
95
+ 8.28%
$204.9 - $238.04 $19.5K - $22.6K
1.24K $273M
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.22%
$161.05 - $179.7 $644 - $719
1.81K $303M
FNF
Fidelity National Financial, Inc.

Financial Services
256
+ 5.4%
$55.19 - $63.83 $14.1K - $16.3K
5K $281M
ON
On Semiconductor Corp

Technology
4.47K
+ 14.05%
$63.05 - $74.7 $282K - $334K
36.2K $2.29B
IRT
Independence Realty Trust, Inc.

Real Estate
125
+ 0.2%
$18.78 - $22.01 $2.35K - $2.75K
62.4K $1.24B
ABBV
Abb Vie Inc.

Healthcare
1.23K
+ 9.06%
$164.99 - $203.87 $203K - $251K
14.8K $2.63B
REZ
Ishares Tr Residential And Mul

ETFs
881
+ 4.55%
$79.04 - $89.77 $69.6K - $79.1K
20.2K $1.64B
LLY
Eli Lilly & CO

Healthcare
160
+ 5.18%
$727.2 - $932.06 $116K - $149K
3.25K $2.51B
LMT
Lockheed Martin Corp

Industrials
482
+ 9.61%
$479.66 - $614.62 $231K - $296K
5.5K $2.67B
IXUS
Ishares Tr

ETFs
3.57K
+ 3.55%
$65.95 - $72.56 $235K - $259K
104K $6.88B
Activity Summary
Buys All Purchases 42 New Holdings 6 Increased Positions 36 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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