Prosperity Consulting Group, LLC Purchases in Q4 2024

Prosperity Consulting Group, LLC

  • $1.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
74
+ 3.55%
$138.14 - $180.72 $10.2K - $13.4K
2.16K $382K
UNP
Union Pacific Corp

Industrials
675
+ 13.82%
$223.15 - $249.32 $151K - $168K
5.56K $1.27M
EPM
Evolution Petroleum Corp

Energy
12.6K
+ 54.05%
$4.88 - $6.11 $61.7K - $77.2K
36K $188K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.22K
+ 5.06%
$51.58 - $52.91 $115K - $118K
46.1K $2.39M
ROBO
Robo Global Robotics And Autom

ETFs
1.17K
+ 15.67%
$55.06 - $58.6 $64.6K - $68.7K
8.66K $487K
LLY
Eli Lilly & CO

Healthcare
1.31K
+ 15.67%
$727.2 - $932.06 $951K - $1.22M
9.65K $7.45M
IEMG
Ishares Inc

ETFs
1.04K
+ 1.43%
N/A
73.4K $3.94M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.12K
+ 10.33%
$57.38 - $61.11 $64.4K - $68.6K
12K $699K
RL
Ralph Lauren Corp

Consumer Cyclical
20
+ 1.6%
$192.23 - $233.41 $3.84K - $4.67K
1.27K $293K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
880
+ 7.12%
$45.35 - $47.21 $39.9K - $41.5K
13.2K $616K
CRWD
Crowd Strike Holdings, Inc.

Technology
3
+ 0.38%
$275.15 - $388.2 $825 - $1.16K
789 $269K
SRE
Sempra Energy

Utilities
36
+ 0.35%
$80.81 - $94.77 $2.91K - $3.41K
10.3K $907K
EOG
Eog Resources Inc

Energy
380
+ 4.75%
$118.22 - $136.54 $44.9K - $51.9K
8.38K $1.03M
OMF
One Main Holdings, Inc.

Financial Services
281
+ 4.85%
$45.27 - $57.43 $12.7K - $16.1K
6.08K $316K
DLR
Digital Realty Trust, Inc.

Real Estate
129
+ 10.13%
$156.46 - $195.69 $20.2K - $25.2K
1.4K $248K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
2.44K
+ 35.12%
$27.67 - $31.93 $67.5K - $77.9K
9.39K $263K
HD
Home Depot, Inc.

Consumer Cyclical
1.08K
+ 4.62%
$385.02 - $431.37 $415K - $465K
24.4K $9.49M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
1.45K
+ 16.71%
$24.94 - $25.74 $36.2K - $37.3K
10.1K $258K
EW
Edwards Lifesciences Corp

Healthcare
134
+ 3.55%
$64.54 - $75.92 $8.65K - $10.2K
3.91K $289K
PM
Philip Morris International Inc.

Consumer Defensive
511
+ 2.46%
$118.38 - $133.06 $60.5K - $68K
21.3K $2.56M
VLO
Valero Energy Corp

Energy
2.13K
+ 11.88%
$118.59 - $144.02 $253K - $307K
20.1K $2.46M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
700
+ 10.54%
$47.07 - $48.75 $32.9K - $34.1K
7.34K $350K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
8.72K
+ 11.23%
$11.42 - $12.5 $99.6K - $109K
86.4K $996K
JCI
Johnson Controls International PLC

Industrials
387
+ 10.7%
$74.23 - $86.6 $28.7K - $33.5K
4K $315K
QLD
Proshares Ultra Qqq

ETFs
1
+ 0.02%
$97.85 - $120.25 $97.9 - $120
4.29K $464K
KLAC
Kla Corp

Technology
190
+ 30.79%
$614.46 - $829.55 $117K - $158K
807 $508K
PNC
Pnc Financial Services Group, Inc.

Financial Services
22
+ 0.68%
$178.39 - $215.0 $3.92K - $4.73K
3.24K $623K
VIG
Vanguard Dividend Appreciation

ETFs
164
+ 0.43%
N/A
38.7K $7.05M
HTGC
Hercules Capital, Inc.

Financial Services
1.24K
+ 10.18%
$18.53 - $20.22 $23K - $25.1K
13.4K $269K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.3K
+ 300.35%
$25.93 - $105.3 $293K - $1.19M
15K $419K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
39
+ 0.13%
$47.71 - $49.76 $1.86K - $1.94K
29.6K $1.45M
SRLN
Ssga Active Trust

ETFs
661
+ 5.59%
$41.48 - $42.08 $27.4K - $27.8K
12.5K $520K
AMAT
Applied Materials Inc

Technology
490
+ 36.19%
$161.44 - $213.89 $79.1K - $105K
1.84K $299K
TRV
Travelers Companies, Inc.

Financial Services
84
+ 9.26%
$225.97 - $266.66 $19K - $22.4K
991 $238K
MCO
Moodys Corp

Financial Services
53
+ 4.24%
$454.04 - $500.88 $24.1K - $26.5K
1.3K $617K
ALL
Allstate Corp

Financial Services
99
+ 7.12%
$181.25 - $208.2 $17.9K - $20.6K
1.49K $287K
SONY
Sony Group Corp

Technology
69.1K
+ 362.13%
$17.53 - $96.8 $1.21M - $6.69M
88.2K $1.87M
RF
Regions Financial Corp

Financial Services
700
+ 2.2%
$22.45 - $27.47 $15.7K - $19.2K
32.5K $765K
WHR
Whirlpool Corp

Consumer Cyclical
34
+ 1.42%
$99.28 - $124.45 $3.38K - $4.23K
2.43K $278K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
300
+ 3.04%
$44.57 - $46.43 $13.4K - $13.9K
10.2K $465K
TDIV
First Trust Nasdaq Technology

ETFs
307
+ 10.43%
$78.03 - $82.13 $24K - $25.2K
3.25K $254K
OC
Owens Corning

Industrials
153
+ 11.66%
$169.41 - $210.81 $25.9K - $32.3K
1.47K $249K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
288
+ 5.54%
$41.53 - $42.95 $12K - $12.4K
5.49K $234K
PTH
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 23.03%
$40.04 - $48.12 $55.4K - $66.6K
7.39K $296K
EQIX
Equinix Inc

Real Estate
1
+ 0.35%
$865.69 - $985.0 $866 - $985
287 $270K
ORI
Old Republic International Corp

Financial Services
199
+ 2.3%
$34.4 - $38.98 $6.85K - $7.76K
8.84K $320K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
100
+ 1.53%
$43.61 - $45.3 $4.36K - $4.53K
6.65K $296K
SO
Southern CO

Utilities
1.18K
+ 10.5%
$81.5 - $94.15 $96K - $111K
12.4K $1.02M
MLM
Martin Marietta Materials Inc

Basic Materials
42
+ 6.05%
$516.5 - $619.58 $21.7K - $26K
736 $380K
Activity Summary
Buys All Purchases 266 New Holdings 28 Increased Positions 238 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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