Prosperity Consulting Group, LLC Incresed Positions in Q3 2024

Prosperity Consulting Group, LLC

  • $1.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
168K
+ 171.54%
$207.23 - $234.82 $34.8M - $39.4M
266K $61.9M
XLK
Technology Sector Spdr

ETFs
107K
+ 1417.75%
$197.34 - $237.68 $21.1M - $25.4M
114K $25.8M
MSFT
Microsoft Corp

Technology
33.3K
+ 104.71%
$395.15 - $467.56 $13.2M - $15.6M
65.1K $28M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
147K
+ 74.66%
$77.02 - $85.06 $11.3M - $12.5M
344K $29.1M
XLV
Select Sector Spdr Fund Health

ETFs
82.6K
+ 2040.91%
$143.3 - $157.24 $11.8M - $13M
86.6K $13.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25.9K
+ 274.15%
$405.19 - $478.57 $10.5M - $12.4M
35.3K $16.3M
IVV
Ishares Core S&P 500 ETF

ETFs
15K
+ 13.58%
$520.18 - $576.82 $7.83M - $8.68M
126K $72.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
231K
+ 3352.14%
$50.25 - $50.74 $11.6M - $11.7M
238K $12.1M
XLY
Select Sector Spdr Consumer Di

ETFs
54.1K
+ 1704.0%
$170.05 - $200.86 $9.19M - $10.9M
57.2K $11.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
14.1K
+ 59.02%
$517.38 - $573.86 $7.32M - $8.11M
38.1K $21.9M
NVDA
Nvidia Corp

Technology
53.8K
+ 95.74%
$98.91 - $134.91 $5.32M - $7.26M
110K $13.4M
COST
Costco Wholesale Corp

Consumer Defensive
6.96K
+ 152.81%
$801.83 - $917.05 $5.58M - $6.38M
11.5K $10.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
74.9K
+ 12.97%
$54.98 - $59.51 $4.12M - $4.46M
652K $38.8M
AMZN
Amazon Com Inc

Consumer Cyclical
34.2K
+ 71.46%
$161.02 - $200.0 $5.5M - $6.83M
82K $15.3M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
118K
+ 1106.86%
$50.61 - $50.96 $5.96M - $6M
128K $6.54M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
91.2K
+ 111.83%
$53.41 - $57.9 $4.87M - $5.28M
173K $9.99M
UNH
Unitedhealth Group Inc

Healthcare
8.54K
+ 216.34%
$488.01 - $604.18 $4.17M - $5.16M
12.5K $7.3M
GOOGL
Alphabet Inc.

Communication Services
31.1K
+ 99.59%
$148.65 - $191.18 $4.63M - $5.95M
62.4K $10.4M
V
Visa Inc.

Financial Services
16.3K
+ 119.87%
$253.74 - $291.56 $4.14M - $4.75M
29.9K $8.22M
HD
Home Depot, Inc.

Consumer Cyclical
9.14K
+ 64.45%
$333.64 - $405.2 $3.05M - $3.7M
23.3K $9.45M
LLY
Eli Lilly & CO

Healthcare
5.07K
+ 154.5%
$772.14 - $960.02 $3.91M - $4.86M
8.35K $7.39M
IWS
Ishares Russell Midcap Value E

ETFs
25.9K
+ 38.81%
$119.52 - $132.25 $3.1M - $3.43M
92.6K $12.3M
CTAS
Cintas Corp

Industrials
20.7K
+ 2899.02%
$201.38 - $819.83 $4.16M - $16.9M
21.4K $4.4M
XLI
Industrial Sector Spdr

ETFs
25.9K
+ 1045.28%
$120.56 - $135.44 $3.13M - $3.51M
28.4K $3.85M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.9K
+ 3.44%
$96.25 - $101.98 $1.53M - $1.62M
477K $48.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
117K
+ 457.26%
$28.1 - $29.89 $3.29M - $3.5M
143K $4.27M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
15.5K
+ 727.58%
$210.25 - $231.86 $3.25M - $3.58M
17.6K $3.92M
JPM
Jpmorgan Chase & CO

Financial Services
13.9K
+ 44.51%
$194.9 - $224.8 $2.71M - $3.12M
45.1K $9.5M
GOOG
Alphabet Inc.

Communication Services
20.5K
+ 124.82%
$149.54 - $192.66 $3.06M - $3.94M
36.9K $6.17M
ADBE
Adobe Inc.

Technology
6.02K
+ 981.4%
$508.13 - $586.55 $3.06M - $3.53M
6.63K $3.43M
GLD
Spdr Gold Trust

ETFs
11K
+ 764.19%
$215.56 - $246.98 $2.37M - $2.72M
12.5K $3.03M
MA
Mastercard Inc

Financial Services
5.11K
+ 344.41%
$429.6 - $500.99 $2.2M - $2.56M
6.6K $3.26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.99K
+ 74.03%
$434.77 - $502.96 $2.17M - $2.51M
11.7K $5.72M
WM
Waste Management Inc

Industrials
11.7K
+ 963.09%
$196.96 - $223.45 $2.3M - $2.61M
12.9K $2.67M
AVGO
Broadcom Inc.

Technology
41.1K
+ 1240.98%
$136.27 - $1745.86 $5.6M - $71.7M
44.4K $7.66M
MUB
Ishares National Muni Bond ETF

ETFs
20.1K
+ 93.78%
$106.13 - $108.7 $2.13M - $2.19M
41.5K $4.51M
TT
Trane Technologies PLC

Industrials
5.24K
+ 691.69%
$314.21 - $388.71 $1.65M - $2.04M
6K $2.33M
XLP
Consumer Staples Sector Spdr

ETFs
25.3K
+ 453.69%
$76.04 - $76.04 $1.93M - $1.93M
30.9K $2.35M
TJX
Tjx Companies Inc

Consumer Cyclical
14.9K
+ 256.54%
$107.93 - $120.23 $1.61M - $1.79M
20.7K $2.43M
VIG
Vanguard Dividend Appreciation

ETFs
9.32K
+ 31.9%
$182.15 - $182.15 $1.7M - $1.7M
38.5K $7.02M
ZTS
Zoetis Inc.

Healthcare
8.29K
+ 298.81%
$172.58 - $196.48 $1.43M - $1.63M
11.1K $2.16M
IBM
International Business Machines Corp

Technology
1.79K
+ 6.75%
$175.1 - $223.38 $313K - $399K
28.3K $6.25M
KO
Coca Cola CO

Consumer Defensive
19.8K
+ 92.24%
$62.69 - $73.01 $1.24M - $1.45M
41.3K $2.97M
MCD
Mcdonalds Corp

Consumer Cyclical
2.2K
+ 11.82%
$245.82 - $304.51 $542K - $671K
20.9K $6.35M
WMT
Walmart Inc.

Consumer Defensive
13.9K
+ 44.97%
$66.91 - $81.4 $931K - $1.13M
44.9K $3.62M
SNPS
Synopsys Inc

Technology
3.17K
+ 317.0%
$463.97 - $621.3 $1.47M - $1.97M
4.17K $2.11M
PEP
Pepsico Inc

Consumer Defensive
8.69K
+ 128.23%
$161.9 - $179.3 $1.41M - $1.56M
15.5K $2.63M
EFV
Msci Eafe Value ETF

ETFs
12.9K
+ 7.64%
$51.72 - $57.96 $668K - $748K
182K $10.5M
AEP
American Electric Power CO Inc

Utilities
14.1K
+ 434.62%
$87.11 - $104.95 $1.23M - $1.48M
17.3K $1.78M
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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