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
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.58K
+ 4.87%
$178.94 - $207.0 $820K - $948K
98.7K $19.8M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
25.7K
New
$47.95 - $49.61 $1.23M - $1.28M
25.7K $1.27M
PM
Philip Morris International Inc.

Consumer Defensive
8.2K
+ 65.08%
$101.25 - $127.45 $830K - $1.04M
20.8K $2.52M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
2.69K
+ 301.35%
$460.0 - $505.78 $1.24M - $1.36M
3.58K $1.66M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
20.8K
New
$59.61 - $60.15 $1.24M - $1.25M
20.8K $1.25M
CFG
Citizens Financial Group Inc

Financial Services
30K
New
$35.24 - $43.24 $1.06M - $1.3M
30K $1.23M
ETR
Entergy Corp

Utilities
9.28K
New
$104.75 - $131.61 $972K - $1.22M
9.28K $1.22M
UNP
Union Pacific Corp

Industrials
4.89K
New
$221.78 - $256.09 $1.08M - $1.25M
4.89K $1.2M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
18K
New
$58.35 - $66.29 $1.05M - $1.2M
18K $1.2M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.91K
+ 4.24%
$84.77 - $97.13 $586K - $671K
170K $16.3M
WMB
Williams Companies, Inc.

Energy
25.7K
New
$41.24 - $46.22 $1.06M - $1.19M
25.7K $1.17M
DIS
Walt Disney CO

Communication Services
12.4K
+ 163.23%
$85.6 - $98.61 $1.06M - $1.22M
20K $1.93M
IP
International Paper CO

Consumer Cyclical
23.8K
New
$42.55 - $49.98 $1.01M - $1.19M
23.8K $1.16M
ABBV
Abb Vie Inc.

Healthcare
2.65K
+ 11.15%
$163.84 - $199.33 $434K - $528K
26.4K $5.22M
PLD
Prologis, Inc.

Real Estate
8.29K
+ 224.48%
$111.95 - $132.43 $928K - $1.1M
12K $1.51M
DVY
Ishares Tr

ETFs
8.13K
New
$119.99 - $135.74 $976K - $1.1M
8.13K $1.1M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
9.85K
+ 4.39%
$30.61 - $34.92 $302K - $344K
234K $8.08M
T
At&T Inc.

Communication Services
43.6K
+ 100.9%
$18.21 - $22.28 $794K - $972K
86.8K $1.91M
FXR
First Trust Industrials/Produc

ETFs
14.2K
New
$66.85 - $75.76 $948K - $1.07M
14.2K $1.07M
PEG
Public Service Enterprise Group Inc

Utilities
11.1K
+ 217.84%
$73.58 - $89.21 $818K - $991K
16.2K $1.45M
JNJ
Johnson & Johnson

Healthcare
5.47K
+ 50.22%
$145.48 - $167.38 $796K - $916K
16.4K $2.65M
FE
Firstenergy Corp

Utilities
23.5K
New
$38.25 - $44.54 $898K - $1.05M
23.5K $1.04M
AMT
American Tower Corp

Real Estate
4.25K
+ 409.85%
$192.27 - $242.73 $816K - $1.03M
5.28K $1.23M
BX
Blackstone Inc.

Financial Services
5.57K
+ 95.66%
$120.77 - $159.66 $673K - $889K
11.4K $1.74M
NOC
Northrop Grumman Corp

Industrials
1.93K
New
$423.73 - $533.14 $818K - $1.03M
1.93K $1.02M
USB
Us Bancorp \De\

Financial Services
20.6K
+ 165.75%
$39.04 - $47.23 $802K - $971K
32.9K $1.51M
FNF
Fidelity National Financial, Inc.

Financial Services
16.2K
New
$48.08 - $62.04 $780K - $1.01M
16.2K $1.01M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
19.9K
New
$46.67 - $50.52 $928K - $1M
19.9K $1M
PAYX
Paychex Inc

Industrials
7.41K
New
$116.17 - $135.19 $861K - $1M
7.41K $995K
GIS
General Mills Inc

Consumer Defensive
13.4K
New
$62.5 - $75.15 $839K - $1.01M
13.4K $991K
ASML
Asml Holding Nv

Technology
1.37K
+ 169.76%
$749.82 - $1098.95 $1.03M - $1.51M
2.18K $1.81M
EOG
Eog Resources Inc

Energy
8K
New
$117.9 - $132.65 $943K - $1.06M
8K $983K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
77.7K
New
$11.52 - $12.52 $895K - $973K
77.7K $959K
DHR
Danaher Corp

Healthcare
3.24K
+ 193.08%
$239.25 - $280.76 $774K - $909K
4.91K $1.37M
NVO
Novo Nordisk A S

Healthcare
8.44K
+ 251.64%
$119.07 - $145.42 $1M - $1.23M
11.8K $1.4M
EFG
Msci Eafe Growth ETF

ETFs
4.42K
+ 5.6%
$96.84 - $108.77 $428K - $480K
83.3K $8.97M
BP
Bp PLC

Energy
30.5K
+ 237.94%
$30.78 - $37.05 $940K - $1.13M
43.4K $1.36M
XOM
Exxon Mobil Corp

Energy
6.49K
+ 10.14%
$109.72 - $119.0 $712K - $772K
70.4K $8.26M
LYB
Lyondell Basell Industries N.V.

Basic Materials
9.3K
New
$92.56 - $99.46 $861K - $925K
9.3K $891K
DTE
Dte Energy CO

Utilities
6.84K
New
$108.67 - $128.41 $743K - $878K
6.84K $878K
AOA
Ishares Tr Core Aggressive All

ETFs
9.41K
+ 31.62%
$72.11 - $79.05 $679K - $744K
39.2K $3.09M
SRE
Sempra Energy

Utilities
10.3K
New
$74.97 - $84.04 $772K - $866K
10.3K $861K
ES
Eversource Energy

Utilities
12.5K
New
$56.52 - $68.38 $709K - $857K
12.5K $853K
PH
Parker Hannifin Corp

Industrials
841
+ 38.26%
$501.01 - $635.92 $421K - $535K
3.04K $1.92M
COF
Capital One Financial Corp

Financial Services
5.32K
New
$131.42 - $153.05 $699K - $814K
5.32K $796K
CRM
Salesforce, Inc.

Technology
2.74K
+ 122.52%
$238.42 - $276.53 $654K - $758K
4.98K $1.36M
FEX
First Tr Large Cap Core Alphde

ETFs
7.46K
New
$94.21 - $104.17 $702K - $777K
7.46K $776K
AMD
Advanced Micro Devices Inc

Technology
4.67K
+ 270.1%
$128.67 - $183.96 $601K - $859K
6.4K $1.05M
NI
Nisource Inc.

Utilities
22K
New
$28.54 - $34.64 $627K - $760K
22K $760K
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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