Prosperity Consulting Group, LLC Purchases in Q1 2025

Prosperity Consulting Group, LLC

  • $1.27 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
1.3K
+ 9.57%
$26.1 - $31.22 $33.9K - $40.5K
14.9K $423K
RL
Ralph Lauren Corp

Consumer Cyclical
273
+ 21.46%
$215.68 - $286.74 $58.9K - $78.3K
1.55K $341K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
327
+ 2.73%
$58.32 - $65.09 $19.1K - $21.3K
12.3K $741K
BKR
Baker Hughes CO

Energy
278
+ 2.71%
$41.16 - $48.85 $11.4K - $13.6K
10.5K $462K
VTR
Ventas, Inc.

Real Estate
35
+ 1.0%
$56.9 - $70.47 $1.99K - $2.47K
3.55K $243K
JCI
Johnson Controls International PLC

Industrials
330
+ 8.24%
$76.12 - $90.6 $25.1K - $29.9K
4.33K $347K
ET
Energy Transfer LP

Energy
3.24K
+ 11.64%
$17.26 - $21.08 $55.8K - $68.2K
31K $576K
TRV
Travelers Companies, Inc.

Financial Services
29
+ 2.93%
$232.43 - $265.13 $6.74K - $7.69K
1.02K $269K
ALL
Allstate Corp

Financial Services
37
+ 2.48%
$180.99 - $210.18 $6.7K - $7.78K
1.53K $316K
ATO
Atmos Energy Corp

Utilities
10
+ 0.63%
$136.51 - $154.58 $1.37K - $1.55K
1.6K $247K
SCCO
Southern Copper Corp

Basic Materials
89
+ 1.36%
$85.92 - $101.48 $7.65K - $9.03K
6.61K $618K
LHX
L3 Harris Technologies, Inc.

Industrials
114
+ 9.86%
$194.65 - $222.86 $22.2K - $25.4K
1.27K $265K
HYDB
Ishares Tr Edge High Yield Def

ETFs
423
+ 9.05%
$46.82 - $47.8 $19.8K - $20.2K
5.1K $240K
NSC
Norfolk Southern Corp

Industrials
67
+ 3.31%
$227.69 - $259.76 $15.3K - $17.4K
2.09K $495K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
123
+ 7.19%
$507.05 - $563.67 $62.4K - $69.3K
1.83K $941K
CSX
Csx Corp

Industrials
2.81K
+ 12.74%
$29.11 - $33.67 $81.8K - $94.6K
24.9K $731K
BOND
Pimco Active Bond Exchange Tra

ETFs
100
+ 4.3%
$89.27 - $92.9 $8.93K - $9.29K
2.42K $224K
EW
Edwards Lifesciences Corp

Healthcare
266
+ 6.81%
$67.95 - $76.19 $18.1K - $20.3K
4.17K $302K
GPC
Genuine Parts CO

Consumer Cyclical
14
+ 0.49%
$115.91 - $129.02 $1.62K - $1.81K
2.89K $344K
ISRG
Intuitive Surgical Inc

Healthcare
111
+ 5.72%
$476.63 - $610.45 $52.9K - $67.8K
2.05K $1.02M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
349
+ 3.43%
$44.11 - $47.04 $15.4K - $16.4K
10.5K $468K
LAMR
Lamar Advertising CO

Real Estate
149
+ 7.99%
$110.65 - $132.9 $16.5K - $19.8K
2.01K $229K
Rbb Fd Inc
4.93K
New
N/A
4.93K $0
Super Micro Computer Inc
8.42K
New
N/A
8.42K $0
Arista Networks Inc
2.05K
+ 21.25%
N/A
11.7K $0
Blackrock ETF Trust Ii
33.3K
New
N/A
33.3K $0
Blackrock Inc
163
+ 25.63%
N/A
799 $0
Cava Group Inc
2.55K
New
N/A
2.55K $0
Pimco ETF Tr
9.41K
New
N/A
9.41K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
282
+ 4.11%
N/A
7.15K $0
Ge Vernova Inc
23
+ 3.25%
N/A
730 $0
PANW
Palo Alto Networks Inc

Technology
276
+ 6.5%
$167.82 - $208.28 $46.3K - $57.5K
4.52K $771K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
150
+ 2.04%
$46.06 - $49.24 $6.91K - $7.39K
7.49K $349K
LOW
Lowes Companies Inc

Consumer Cyclical
186
+ 5.44%
$222.66 - $268.42 $41.4K - $49.9K
3.61K $840K
STX
Seagate Technology Holdings PLC

Technology
16
+ 0.46%
$84.92 - $108.42 $1.36K - $1.73K
3.48K $295K
MCO
Moodys Corp

Financial Services
9
+ 0.69%
$437.8 - $527.48 $3.94K - $4.75K
1.31K $611K
PH
Parker Hannifin Corp

Industrials
138
+ 4.31%
$591.65 - $707.05 $81.6K - $97.6K
3.34K $2.03M
PBJ
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.04%
$44.15 - $48.43 $265 - $291
13.9K $639K
MS
Morgan Stanley

Financial Services
152
+ 5.05%
$111.68 - $141.08 $17K - $21.4K
3.16K $368K
EQIX
Equinix Inc

Real Estate
30
+ 10.45%
$803.0 - $959.97 $24.1K - $28.8K
317 $258K
TFC
Truist Financial Corp

Financial Services
315
+ 2.42%
$39.48 - $48.15 $12.4K - $15.2K
13.3K $548K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5.84K
+ 2.98%
$53.6 - $58.97 $313K - $344K
202K $11M
AYI
Acuity Brands Inc

Industrials
26
+ 2.71%
$257.8 - $337.07 $6.7K - $8.76K
985 $259K
AME
Ametek Inc

Industrials
13
+ 0.42%
$170.39 - $190.43 $2.22K - $2.48K
3.09K $532K
RGP
Resources Connection, Inc.

Industrials
354
+ 2.71%
$6.54 - $9.08 $2.32K - $3.21K
13.4K $87K
DELL
Dell Technologies Inc.

Technology
441
+ 15.22%
$90.34 - $124.66 $39.8K - $55K
3.34K $304K
EMR
Emerson Electric CO

Industrials
105
+ 3.38%
$108.64 - $131.17 $11.4K - $13.8K
3.21K $352K
OC
Owens Corning

Industrials
15
+ 1.02%
$137.83 - $191.19 $2.07K - $2.87K
1.48K $211K
SCHG
Schwab Strategic Tr Us Large C

ETFs
17
+ 0.11%
$24.91 - $29.02 $423 - $493
15.1K $377K
Activity Summary
Buys All Purchases 174 New Holdings 28 Increased Positions 146 Sells All Sells 258 Reductions 258 Sold out 0 Options Calls 0 Puts 0
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