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
ELV
Elevance Health, Inc.

Healthcare
465
New
$500.12 - $562.29 $233K - $261K
465 $241K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
5.18K
New
$43.21 - $46.51 $224K - $241K
5.18K $240K
DMAR
First Tr Ex Tr Viii Cboe Vest
6.42K
New
$35.04 - $37.34 $225K - $240K
6.42K $239K
HTGC
Hercules Capital, Inc.

Financial Services
12.2K
New
$17.71 - $21.67 $215K - $264K
12.2K $239K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
4.47K
+ 4.68%
$28.11 - $29.42 $126K - $131K
100K $2.94M
TDIV
First Trust Nasdaq Technology

ETFs
2.94K
New
$70.51 - $81.07 $208K - $239K
2.94K $236K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
222
New
$1024.09 - $1201.76 $227K - $267K
222 $233K
BBY
Best Buy CO Inc

Consumer Cyclical
2.26K
New
$80.23 - $103.29 $181K - $233K
2.26K $233K
OC
Owens Corning

Industrials
1.31K
New
$154.02 - $186.38 $202K - $245K
1.31K $231K
VTR
Ventas, Inc.

Real Estate
3.5K
New
$50.88 - $65.33 $178K - $229K
3.5K $224K
TFC
Truist Financial Corp

Financial Services
5.21K
New
$38.22 - $44.94 $199K - $234K
5.21K $222K
VBR
Vanguard Small Cap Value ETF

ETFs
960
+ 60.53%
$179.99 - $201.6 $173K - $194K
2.55K $511K
SO
Southern CO

Utilities
1.04K
+ 10.22%
$77.0 - $90.52 $80.1K - $94.1K
11.2K $1.01M
BDX
Becton Dickinson & CO

Healthcare
890
+ 96.53%
$221.47 - $242.41 $197K - $216K
1.81K $436K
CRWD
Crowd Strike Holdings, Inc.

Technology
786
New
$217.89 - $392.15 $171K - $308K
786 $220K
ATO
Atmos Energy Corp

Utilities
1.59K
New
$114.08 - $138.75 $181K - $220K
1.59K $220K
SBUX
Starbucks Corp

Consumer Cyclical
2.24K
New
$72.51 - $98.6 $162K - $221K
2.24K $218K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.68K
New
$23.78 - $25.04 $206K - $217K
8.68K $217K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
5.2K
New
$39.33 - $41.74 $204K - $217K
5.2K $216K
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.03K
+ 24.68%
$42.66 - $45.18 $172K - $182K
20.4K $918K
RTX
Raytheon Technologies Corp

Industrials
573
+ 8.24%
$99.55 - $123.34 $57K - $70.7K
7.53K $911K
TRV
Travelers Companies, Inc.

Financial Services
907
New
$201.87 - $242.35 $183K - $220K
907 $212K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.98K
New
$48.51 - $52.86 $193K - $211K
3.98K $210K
DLR
Digital Realty Trust, Inc.

Real Estate
1.27K
New
$144.47 - $162.98 $184K - $207K
1.27K $206K
VO
Vanguard Mid Cap ETF

ETFs
782
New
$237.84 - $263.83 $186K - $206K
782 $206K
EEM
Ishares Msci Emerging Markets

ETFs
4.5K
New
$40.42 - $46.7 $182K - $210K
4.5K $206K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.17K
New
$90.01 - $95.32 $195K - $207K
2.17K $205K
VUG
Vanguard Growth ETF

ETFs
391
+ 16.26%
$341.08 - $391.94 $133K - $153K
2.8K $1.07M
GE
General Electric CO

Industrials
551
+ 32.09%
$156.66 - $189.66 $86.3K - $105K
2.27K $427K
IEMG
Ishares Inc

ETFs
2.73K
+ 3.93%
$53.64 - $53.64 $147K - $147K
72.3K $3.88M
WEN
Wendy'S CO

Consumer Cyclical
7.71K
+ 29.2%
$15.83 - $18.24 $122K - $141K
34.1K $597K
VTV
Vanguard Value ETF

ETFs
147
+ 1.74%
$159.75 - $174.57 $23.5K - $25.7K
8.59K $1.5M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
10K
New
$13.31 - $15.65 $134K - $157K
10K $144K
INTU
Intuit Inc

Technology
292
+ 27.39%
$602.97 - $670.49 $176K - $196K
1.36K $843K
EFA
Ishares Tr Msci Eafe ETF

ETFs
678
+ 4.39%
$75.32 - $84.37 $51.1K - $57.2K
16.1K $1.35M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.31K
+ 28.11%
$64.35 - $75.71 $84.1K - $99K
5.96K $438K
LYG
Lloyds Banking Group PLC

Financial Services
39.8K
+ 186.16%
$2.73 - $3.17 $109K - $126K
61.2K $190K
HWM
Howmet Aerospace Inc.

Industrials
126
+ 2.54%
$77.3 - $100.22 $9.74K - $12.6K
5.08K $509K
ED
Consolidated Edison Inc

Utilities
271
+ 4.45%
$88.42 - $104.97 $24K - $28.4K
6.36K $662K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.14K
+ 27.71%
$79.29 - $84.02 $90.2K - $95.5K
5.24K $438K
ANET
Arista Networks, Inc.

Technology
122
+ 6.5%
$311.42 - $388.21 $38K - $47.4K
2K $766K
VTI
Vanguard Total Stock Market Et

ETFs
256
+ 10.87%
$255.18 - $283.2 $65.3K - $72.5K
2.61K $739K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
940
+ 2.19%
$51.78 - $52.98 $48.7K - $49.8K
43.9K $2.33M
ONTO
Onto Innovation Inc.

Technology
488
+ 27.52%
$158.45 - $238.04 $77.3K - $116K
2.26K $469K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
528
+ 4.48%
$57.32 - $62.65 $30.3K - $33.1K
12.3K $767K
NFLX
Netflix Inc

Communication Services
13
+ 0.68%
$598.55 - $722.26 $7.78K - $9.39K
1.91K $1.36M
VV
Vanguard Large Cap ETF

ETFs
39
+ 0.84%
$236.92 - $263.4 $9.24K - $10.3K
4.67K $1.23M
AOK
Ishares Tr Core Conservative A

ETFs
1.23K
+ 8.15%
$36.8 - $38.71 $45.1K - $47.4K
16.3K $628K
TGT
Target Corp

Consumer Defensive
304
+ 13.25%
$133.47 - $159.25 $40.6K - $48.4K
2.6K $405K
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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