Prosperity Consulting Group, LLC Incresed Positions in Q4 2024

Prosperity Consulting Group, LLC

  • $1.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
21.1K
+ 18.49%
$220.26 - $241.44 $4.65M - $5.1M
135K $31.5M
AAPL
Apple Inc.

Technology
1.49K
+ 0.56%
$221.69 - $259.02 $330K - $385K
267K $66.9M
IVV
Ishares Core S&P 500 ETF

ETFs
4.74K
+ 3.77%
$570.51 - $610.59 $2.71M - $2.9M
131K $76.9M
XLY
Select Sector Spdr Consumer Di

ETFs
12K
+ 20.96%
$194.8 - $239.43 $2.34M - $2.87M
69.2K $15.5M
NVDA
Nvidia Corp

Technology
17.7K
+ 16.12%
$117.0 - $148.88 $2.07M - $2.64M
128K $17.2M
AMZN
Amazon Com Inc

Consumer Cyclical
1.61K
+ 1.96%
$180.88 - $232.93 $291K - $375K
83.6K $18.3M
XLC
Select Sector Spdr Tr Communic

ETFs
22K
+ 19.79%
$89.66 - $102.16 $1.97M - $2.24M
133K $12.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
14.7K
+ 433.16%
$183.23 - $199.79 $2.69M - $2.93M
18.1K $3.34M
XLF
Financial Sector Spdr

ETFs
36.7K
+ 18.31%
$44.89 - $51.34 $1.65M - $1.88M
237K $11.5M
IWY
Ishares Tr Russell 200 Growth

ETFs
7.75K
+ 23.84%
$216.72 - $244.71 $1.68M - $1.9M
40.3K $9.48M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39.8K
+ 16.73%
$50.37 - $50.6 $2.01M - $2.02M
278K $14M
EFG
Msci Eafe Growth ETF

ETFs
28.3K
+ 33.92%
$96.83 - $106.88 $2.74M - $3.02M
112K $10.8M
VB
Vanguard Small Cap ETF

ETFs
7.55K
+ 802.98%
$233.76 - $261.58 $1.76M - $1.97M
8.49K $2.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.24K
+ 5.87%
$567.81 - $607.81 $1.27M - $1.36M
40.3K $23.6M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
42.1K
+ 18.85%
$51.33 - $53.74 $2.16M - $2.26M
266K $13.7M
GOOGL
Alphabet Inc.

Communication Services
1.08K
+ 1.73%
$161.86 - $196.66 $174K - $212K
63.5K $12M
V
Visa Inc.

Financial Services
1.03K
+ 3.44%
$273.87 - $320.91 $282K - $331K
30.9K $9.78M
JPM
Jpmorgan Chase & CO

Financial Services
626
+ 1.39%
$205.18 - $250.29 $128K - $157K
45.7K $11M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.1K
+ 2.13%
$198.04 - $221.51 $417K - $466K
101K $21.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
14.7K
+ 136.88%
$91.29 - $91.8 $1.34M - $1.35M
25.4K $2.33M
TSLA
Tesla, Inc.

Consumer Cyclical
324
+ 3.86%
$213.65 - $479.86 $69.2K - $155K
8.72K $3.52M
GOOG
Alphabet Inc.

Communication Services
2.16K
+ 5.84%
$163.08 - $198.16 $351K - $427K
39K $7.43M
FVD
First Tr Value Line Divid Inde

ETFs
37.7K
+ 17.27%
$43.4 - $46.7 $1.64M - $1.76M
256K $11.2M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
36.1K
+ 25.27%
$29.73 - $30.81 $1.07M - $1.11M
179K $5.45M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
23K
+ 13.31%
$56.06 - $61.35 $1.29M - $1.41M
196K $11.1M
DGRO
Ishares Core Dividend Growth E

ETFs
18.7K
+ 19.44%
$60.73 - $64.94 $1.14M - $1.22M
115K $7.06M
FPE
First Tr Pfd Secs & Income ETF

ETFs
59.6K
+ 59.34%
$17.65 - $18.18 $1.05M - $1.08M
160K $2.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.67K
+ 7.55%
$442.29 - $483.08 $1.18M - $1.29M
38K $17.2M
META
Meta Platforms, Inc.

Communication Services
1.34K
+ 16.29%
$554.08 - $632.68 $744K - $850K
9.59K $5.66M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
17.8K
+ 13.83%
$50.67 - $50.9 $900K - $904K
146K $7.42M
XLI
Industrial Sector Spdr

ETFs
7.28K
+ 25.64%
$131.76 - $143.99 $960K - $1.05M
35.7K $4.7M
VTI
Vanguard Total Stock Market Et

ETFs
2.36K
+ 90.24%
$280.04 - $302.45 $660K - $713K
4.97K $1.44M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.81K
+ 110.02%
$100.24 - $101.35 $683K - $690K
13K $1.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
769
+ 5.95%
$370.24 - $418.94 $285K - $322K
13.7K $5.5M
COST
Costco Wholesale Corp

Consumer Defensive
312
+ 2.71%
$873.59 - $994.69 $273K - $310K
11.8K $10.8M
EMLP
First Tr Exchange Traded Iv

ETFs
14.1K
+ 23.79%
$33.69 - $38.24 $474K - $539K
73.3K $2.61M
PPA
Invesco Exchange Traded Fd Tr

ETFs
5.53K
+ 12.22%
$113.79 - $124.5 $629K - $689K
50.8K $5.83M
MSFT
Microsoft Corp

Technology
2.69K
+ 4.12%
$406.35 - $454.46 $1.09M - $1.22M
67.8K $28.6M
VONG
Vanguard Russell 1000 Growth E

ETFs
2.76K
+ 7.26%
$95.27 - $107.82 $263K - $297K
40.7K $4.21M
WMT
Walmart Inc.

Consumer Defensive
909
+ 2.03%
$79.1 - $95.7 $71.9K - $87K
45.8K $4.14M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
16.2K
+ 19.94%
$43.84 - $48.76 $708K - $788K
97.2K $4.28M
EPI
Wisdomtree Tr India Earnings F

ETFs
16.4K
+ 34.51%
$45.09 - $50.08 $738K - $820K
63.8K $2.89M
FDL
First Tr Morningstar Dividend

ETFs
15.7K
+ 17.99%
$39.59 - $43.95 $620K - $688K
103K $4.13M
XLV
Select Sector Spdr Fund Health

ETFs
13.9K
+ 16.02%
$136.28 - $154.74 $1.89M - $2.15M
100K $13.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
113
+ 0.23%
$116.4 - $138.52 $13.2K - $15.7K
49.2K $6.24M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
737K
+ 214.32%
$26.93 - $84.95 $19.8M - $62.6M
1.08M $29.5M
NDAQ
Nasdaq, Inc.

Financial Services
3.88K
+ 10.68%
$70.87 - $83.05 $275K - $322K
40.2K $3.11M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
88.1K
+ 17.74%
$8.17 - $8.66 $720K - $763K
585K $4.78M
NFLX
Netflix Inc

Communication Services
109
+ 5.7%
$687.65 - $936.56 $75K - $102K
2.02K $1.8M
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
Track This Portfolio

Track Prosperity Consulting Group, LLC Portfolio

Follow Prosperity Consulting Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Consulting Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Consulting Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email