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
C
Citigroup Inc

Financial Services
12.2K
+ 236.05%
$56.11 - $67.61 $685K - $826K
17.4K $1.09M
BAC
Bank Of America Corp

Financial Services
19.2K
+ 36.2%
$36.65 - $44.13 $704K - $847K
72.2K $2.87M
ACN
Accenture PLC

Technology
1.44K
+ 29.82%
$295.44 - $355.81 $426K - $513K
6.28K $2.22M
RF
Regions Financial Corp

Financial Services
31.8K
New
$19.51 - $23.42 $621K - $746K
31.8K $742K
VTWO
Vanguard Russell 2000 ETF

ETFs
3.05K
+ 4.9%
$81.17 - $90.77 $248K - $277K
65.3K $5.84M
RDVY
First Trust Rising Dividend Ac

ETFs
11.9K
New
$53.68 - $59.24 $641K - $708K
11.9K $707K
AWK
American Water Works Company, Inc.

Utilities
2.55K
+ 13.29%
$127.76 - $149.9 $326K - $383K
21.8K $3.18M
SCCO
Southern Copper Corp

Basic Materials
5.92K
New
$94.1 - $120.43 $557K - $713K
5.92K $684K
D
Dominion Energy, Inc

Utilities
11K
+ 255.84%
$48.01 - $58.53 $530K - $647K
15.4K $887K
PANW
Palo Alto Networks Inc

Technology
1.98K
New
$294.18 - $368.01 $582K - $728K
1.98K $676K
HPQ
Hp Inc

Technology
18.8K
New
$32.02 - $38.11 $601K - $715K
18.8K $672K
CME
Cme Group Inc.

Financial Services
2.89K
+ 206.42%
$193.43 - $220.62 $559K - $638K
4.29K $947K
BK
Bank Of New York Mellon Corp

Financial Services
3.2K
+ 8.89%
$59.54 - $72.17 $191K - $231K
39.2K $2.82M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
20.8K
New
$28.08 - $32.61 $583K - $677K
20.8K $656K
PFG
Principal Financial Group Inc

Financial Services
7.55K
New
$72.94 - $87.46 $550K - $660K
7.55K $648K
XLB
Select Sector Spdr Fd Material

ETFs
6.72K
New
$86.95 - $97.09 $585K - $653K
6.72K $647K
TIP
Ishares Tr Tips Bd ETF

ETFs
5.51K
+ 51.72%
$105.92 - $110.83 $583K - $610K
16.2K $1.78M
PBJ
Invesco Exchange Traded Fd Tr

ETFs
13.3K
New
$44.82 - $48.36 $597K - $645K
13.3K $644K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10.9K
New
$54.38 - $59.77 $591K - $650K
10.9K $643K
IYH
Ishares Tr

ETFs
9.83K
New
$60.29 - $66.38 $593K - $652K
9.83K $638K
HDV
Ishares Core High Dividend ETF

ETFs
5.41K
New
$107.62 - $118.76 $582K - $642K
5.41K $635K
ROP
Roper Technologies Inc

Industrials
1.11K
+ 143.19%
$515.25 - $576.55 $574K - $642K
1.89K $1.05M
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
7.43K
New
$77.05 - $98.48 $572K - $732K
7.43K $600K
NNN
National Retail Properties, Inc.

Real Estate
12.3K
New
$42.12 - $48.79 $518K - $600K
12.3K $596K
PFE
Pfizer Inc

Healthcare
18.3K
+ 31.87%
$27.7 - $31.39 $506K - $573K
75.5K $2.19M
UNM
Unum Group

Financial Services
9.74K
New
$49.81 - $59.44 $485K - $579K
9.74K $578K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
12.4K
New
$43.5 - $45.75 $538K - $566K
12.4K $565K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4.62K
New
$98.71 - $117.61 $456K - $543K
4.62K $542K
CVX
Chevron Corp

Energy
4.05K
+ 55.31%
$137.88 - $161.97 $559K - $657K
11.4K $1.68M
AME
Ametek Inc

Industrials
3.08K
New
$152.74 - $176.01 $470K - $542K
3.08K $528K
NG
Novagold Resources Inc

Basic Materials
129K
New
$3.33 - $4.78 $428K - $614K
129K $526K
GPC
Genuine Parts CO

Consumer Cyclical
3.75K
New
$131.04 - $147.11 $491K - $551K
3.75K $523K
ARCC
Ares Capital Corp

Financial Services
24.1K
New
$19.8 - $21.28 $477K - $513K
24.1K $504K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
12.3K
New
$37.82 - $40.43 $464K - $496K
12.3K $495K
SRLN
Ssga Active Trust

ETFs
11.8K
New
$40.93 - $41.85 $484K - $495K
11.8K $493K
TTD
Trade Desk, Inc.

Technology
4.04K
+ 112.11%
$83.08 - $110.79 $335K - $447K
7.63K $837K
AOR
Ishares Tr Core Growth Allocat

ETFs
6.15K
+ 15.65%
$55.15 - $59.31 $339K - $365K
45.4K $2.69M
GS
Goldman Sachs Group Inc

Financial Services
964
New
$459.02 - $510.25 $442K - $492K
964 $477K
KLAC
Kla Corp

Technology
617
New
$696.17 - $892.35 $430K - $551K
617 $477K
SLV
I Shares Silver Trust

ETFs
16.8K
New
$24.33 - $29.38 $408K - $493K
16.8K $476K
SON
Sonoco Products CO

Consumer Cyclical
8.52K
New
$48.33 - $56.57 $412K - $482K
8.52K $465K
PG
Procter & Gamble CO

Consumer Defensive
1.59K
+ 6.88%
$160.76 - $177.82 $256K - $283K
24.7K $4.28M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.07K
+ 2.22%
$103.87 - $117.59 $111K - $125K
49.1K $5.76M
CCJ
Cameco Corp

Energy
9.03K
New
$36.9 - $53.72 $333K - $485K
9.03K $431K
ROBO
Robo Global Robotics And Autom

ETFs
7.49K
New
$50.56 - $58.65 $378K - $439K
7.49K $427K
AVDX
Avid Xchange Holdings, Inc.

Technology
52.4K
New
$7.44 - $12.86 $390K - $674K
52.4K $425K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
19.3K
New
$19.94 - $22.45 $385K - $433K
19.3K $416K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.92K
New
$52.1 - $59.66 $360K - $413K
6.92K $409K
SUB
Ishares Short Term National Mu

ETFs
3.84K
New
$104.3 - $106.3 $400K - $408K
3.84K $407K
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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