Prosperity Consulting Group, LLC Purchases in Q3 2024

Prosperity Consulting Group, LLC

  • $1.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
168K
+ 171.54%
$207.23 - $234.82 $34.8M - $39.4M
266K $61.9M
XLK
Technology Sector Spdr

ETFs
107K
+ 1417.75%
$197.34 - $237.68 $21.1M - $25.4M
114K $25.8M
MSFT
Microsoft Corp

Technology
33.3K
+ 104.71%
$395.15 - $467.56 $13.2M - $15.6M
65.1K $28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
147K
+ 74.66%
$77.02 - $85.06 $11.3M - $12.5M
344K $29.1M
XLV
Select Sector Spdr Fund Health

ETFs
82.6K
+ 2040.91%
$143.3 - $157.24 $11.8M - $13M
86.6K $13.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25.9K
+ 274.15%
$405.19 - $478.57 $10.5M - $12.4M
35.3K $16.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
223K
New
$50.85 - $53.88 $11.4M - $12M
223K $12M
IVV
Ishares Core S&P 500 ETF

ETFs
15K
+ 13.58%
$520.18 - $576.82 $7.83M - $8.68M
126K $72.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
231K
+ 3352.14%
$50.25 - $50.74 $11.6M - $11.7M
238K $12.1M
XLY
Select Sector Spdr Consumer Di

ETFs
54.1K
+ 1704.0%
$170.05 - $200.86 $9.19M - $10.9M
57.2K $11.5M
FVD
First Tr Value Line Divid Inde

ETFs
218K
New
$40.45 - $45.49 $8.83M - $9.93M
218K $9.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
14.1K
+ 59.02%
$517.38 - $573.86 $7.32M - $8.11M
38.1K $21.9M
XLF
Financial Sector Spdr

ETFs
190K
+ 1826.46%
$40.84 - $45.74 $7.77M - $8.7M
201K $9.09M
IWY
Ishares Tr Russell 200 Growth

ETFs
32.5K
New
$194.66 - $225.97 $6.33M - $7.35M
32.5K $7.16M
NVDA
Nvidia Corp

Technology
53.8K
+ 95.74%
$98.91 - $134.91 $5.32M - $7.26M
110K $13.4M
COST
Costco Wholesale Corp

Consumer Defensive
6.96K
+ 152.81%
$801.83 - $917.05 $5.58M - $6.38M
11.5K $10.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
74.9K
+ 12.97%
$54.98 - $59.51 $4.12M - $4.46M
652K $38.8M
DGRO
Ishares Core Dividend Growth E

ETFs
96.4K
New
$57.47 - $62.76 $5.54M - $6.05M
96.4K $6.04M
AMZN
Amazon Com Inc

Consumer Cyclical
34.2K
+ 71.46%
$161.02 - $200.0 $5.5M - $6.83M
82K $15.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
118K
+ 1106.86%
$50.61 - $50.96 $5.96M - $6M
128K $6.54M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
91.2K
+ 111.83%
$53.41 - $57.9 $4.87M - $5.28M
173K $9.99M
VOT
Vanguard Mid Cap Growth Index

ETFs
22.4K
New
$218.05 - $243.47 $4.89M - $5.46M
22.4K $5.46M
UNH
Unitedhealth Group Inc

Healthcare
8.54K
+ 216.34%
$488.01 - $604.18 $4.17M - $5.16M
12.5K $7.3M
PPA
Invesco Exchange Traded Fd Tr

ETFs
45.3K
New
$102.05 - $114.97 $4.62M - $5.21M
45.3K $5.21M
GOOGL
Alphabet Inc.

Communication Services
31.1K
+ 99.59%
$148.65 - $191.18 $4.63M - $5.95M
62.4K $10.4M
V
Visa Inc.

Financial Services
16.3K
+ 119.87%
$253.74 - $291.56 $4.14M - $4.75M
29.9K $8.22M
HD
Home Depot, Inc.

Consumer Cyclical
9.14K
+ 64.45%
$333.64 - $405.2 $3.05M - $3.7M
23.3K $9.45M
LLY
Eli Lilly & CO

Healthcare
5.07K
+ 154.5%
$772.14 - $960.02 $3.91M - $4.86M
8.35K $7.39M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
497K
New
$7.86 - $8.77 $3.9M - $4.36M
497K $4.33M
IWS
Ishares Russell Midcap Value E

ETFs
25.9K
+ 38.81%
$119.52 - $132.25 $3.1M - $3.43M
92.6K $12.3M
CTAS
Cintas Corp

Industrials
20.7K
+ 2899.02%
$201.38 - $819.83 $4.16M - $16.9M
21.4K $4.4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
81K
New
$42.22 - $48.62 $3.42M - $3.94M
81K $3.77M
HCA
Hca Healthcare, Inc.

Healthcare
9.14K
New
$315.12 - $406.43 $2.88M - $3.71M
9.14K $3.71M
VONG
Vanguard Russell 1000 Growth E

ETFs
38K
New
$85.48 - $98.39 $3.24M - $3.73M
38K $3.66M
FDL
First Tr Morningstar Dividend

ETFs
87K
New
$37.66 - $42.06 $3.28M - $3.66M
87K $3.65M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.8K
New
$531.86 - $624.21 $3.09M - $3.62M
5.8K $3.59M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
82.7K
New
$41.95 - $43.42 $3.47M - $3.59M
82.7K $3.59M
XLI
Industrial Sector Spdr

ETFs
25.9K
+ 1045.28%
$120.56 - $135.44 $3.13M - $3.51M
28.4K $3.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.9K
+ 3.44%
$96.25 - $101.98 $1.53M - $1.62M
477K $48.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
117K
+ 457.26%
$28.1 - $29.89 $3.29M - $3.5M
143K $4.27M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
15.5K
+ 727.58%
$210.25 - $231.86 $3.25M - $3.58M
17.6K $3.92M
SOXX
Ishares Semiconductor ETF

ETFs
14.2K
New
$199.29 - $265.49 $2.83M - $3.76M
14.2K $3.27M
JPM
Jpmorgan Chase & CO

Financial Services
13.9K
+ 44.51%
$194.9 - $224.8 $2.71M - $3.12M
45.1K $9.5M
GOOG
Alphabet Inc.

Communication Services
20.5K
+ 124.82%
$149.54 - $192.66 $3.06M - $3.94M
36.9K $6.17M
ADBE
Adobe Inc.

Technology
6.02K
+ 981.4%
$508.13 - $586.55 $3.06M - $3.53M
6.63K $3.43M
VOE
Vanguard Mid Cap Value Index F

ETFs
18K
New
$149.02 - $167.67 $2.69M - $3.02M
18K $3.02M
MPC
Marathon Petroleum Corp

Energy
17.4K
New
$158.61 - $180.75 $2.76M - $3.14M
17.4K $2.83M
GLD
Spdr Gold Trust

ETFs
11K
+ 764.19%
$215.56 - $246.98 $2.37M - $2.72M
12.5K $3.03M
SPGI
S&P Global Inc.

Financial Services
5.24K
New
$446.32 - $527.38 $2.34M - $2.76M
5.24K $2.71M
Activity Summary
Buys All Purchases 327 New Holdings 166 Increased Positions 161 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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