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
BX
Blackstone Inc.

Financial Services
1.18K
+ 10.38%
$148.45 - $199.05 $176K - $235K
12.6K $2.17M
BAC
Bank Of America Corp

Financial Services
2.37K
+ 3.28%
$39.22 - $47.77 $92.9K - $113K
74.6K $3.28M
CRM
Salesforce, Inc.

Technology
324
+ 6.51%
$270.87 - $367.87 $87.8K - $119K
5.3K $1.77M
XLP
Consumer Staples Sector Spdr

ETFs
5.24K
+ 16.94%
N/A
36.2K $2.75M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
680
+ 66.02%
$521.84 - $558.82 $355K - $380K
1.71K $921K
XEL
Xcel Energy Inc

Utilities
4.93K
+ 91.69%
$62.16 - $72.92 $306K - $359K
10.3K $695K
TFC
Truist Financial Corp

Financial Services
7.81K
+ 150.01%
$41.51 - $48.1 $324K - $376K
13K $564K
GLD
Spdr Gold Trust

ETFs
1.46K
+ 11.7%
$236.59 - $257.5 $345K - $375K
13.9K $3.37M
XLU
Utilities Sector Spdr

ETFs
6.39K
+ 22.51%
$74.89 - $82.93 $478K - $530K
34.8K $2.63M
FEX
First Tr Large Cap Core Alphde

ETFs
3.09K
+ 41.5%
$103.29 - $112.88 $320K - $349K
10.6K $1.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
58
+ 0.49%
$481.22 - $538.17 $27.9K - $31.2K
11.8K $6.02M
KR
Kroger CO

Consumer Defensive
3.33K
+ 13.77%
$55.21 - $63.3 $184K - $210K
27.5K $1.68M
PYPL
Pay Pal Holdings, Inc.

Financial Services
26
+ 0.07%
$77.25 - $91.3 $2.01K - $2.37K
39.1K $3.34M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.51K
+ 15.36%
$69.58 - $74.87 $314K - $338K
33.9K $2.37M
BK
Bank Of New York Mellon Corp

Financial Services
693
+ 1.77%
$70.82 - $81.87 $49.1K - $56.7K
39.9K $3.07M
WMB
Williams Companies, Inc.

Energy
475
+ 1.85%
$46.37 - $59.74 $22K - $28.4K
26.2K $1.42M
TJX
Tjx Companies Inc

Consumer Cyclical
1.39K
+ 6.71%
$112.15 - $127.2 $156K - $176K
22.1K $2.67M
NOW
Service Now, Inc.

Technology
66
+ 6.67%
$867.18 - $1148.42 $57.2K - $75.8K
1.06K $1.12M
FXH
First Tr Exchange Trd Fd Healt

ETFs
3.1K
+ 26.56%
$103.53 - $112.72 $321K - $349K
14.8K $1.54M
AXP
American Express CO

Financial Services
60
+ 0.72%
$267.35 - $305.57 $16K - $18.3K
8.38K $2.49M
AOA
Ishares Tr Core Aggressive All

ETFs
4.19K
+ 10.68%
$76.61 - $79.88 $321K - $334K
43.4K $3.32M
HDV
Ishares Core High Dividend ETF

ETFs
2.31K
+ 42.8%
$110.82 - $121.28 $256K - $281K
7.72K $866K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.17K
+ 16.0%
$39.4 - $40.57 $204K - $210K
37.5K $1.51M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
3.94K
+ 19.81%
$50.07 - $52.35 $197K - $206K
23.8K $1.22M
WM
Waste Management Inc

Industrials
1.45K
+ 11.29%
$201.79 - $228.46 $293K - $332K
14.3K $2.89M
COF
Capital One Financial Corp

Financial Services
307
+ 5.77%
$145.19 - $192.01 $44.6K - $58.9K
5.63K $1M
ETR
Entergy Corp

Utilities
9.49K
+ 102.23%
$73.19 - $156.4 $694K - $1.48M
18.8K $1.42M
ET
Energy Transfer LP

Energy
5.54K
+ 24.93%
$16.05 - $19.86 $89K - $110K
27.8K $544K
NSC
Norfolk Southern Corp

Industrials
852
+ 72.57%
$230.6 - $277.0 $196K - $236K
2.03K $475K
PRU
Prudential Financial Inc

Financial Services
1.64K
+ 42.32%
$114.59 - $129.52 $188K - $213K
5.53K $654K
SPGI
S&P Global Inc.

Financial Services
545
+ 10.4%
$480.36 - $529.17 $262K - $288K
5.78K $2.88M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.21K
+ 31.87%
$58.39 - $67.04 $129K - $148K
9.12K $578K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.82K
+ 14.85%
$48.48 - $49.47 $185K - $189K
29.5K $1.44M
VO
Vanguard Mid Cap ETF

ETFs
632
+ 80.82%
$261.5 - $284.63 $165K - $180K
1.41K $373K
C
Citigroup Inc

Financial Services
370
+ 2.13%
$61.31 - $72.5 $22.7K - $26.8K
17.8K $1.25M
WFC
Wells Fargo & Company

Financial Services
1.29K
+ 25.38%
$54.98 - $77.35 $70.9K - $99.8K
6.37K $447K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.18K
+ 21.18%
$55.73 - $66.16 $121K - $144K
12.4K $750K
FXR
First Trust Industrials/Produc

ETFs
2.28K
+ 16.05%
$74.81 - $83.27 $170K - $190K
16.5K $1.23M
AMP
Ameriprise Financial Inc

Financial Services
38
+ 1.86%
$473.15 - $574.01 $18K - $21.8K
2.09K $1.11M
BSX
Boston Scientific Corp

Healthcare
775
+ 5.96%
$83.62 - $91.5 $64.8K - $70.9K
13.8K $1.23M
UNM
Unum Group

Financial Services
100
+ 1.03%
$58.88 - $77.07 $5.89K - $7.71K
9.84K $718K
VGT
Vanguard Information Technolog

ETFs
179
+ 31.68%
$571.78 - $647.97 $102K - $116K
744 $462K
XLE
Energy Sector Spdr

ETFs
2.07K
+ 9.53%
$83.32 - $97.27 $172K - $201K
23.8K $2.04M
VV
Vanguard Large Cap ETF

ETFs
360
+ 7.71%
$260.27 - $280.65 $93.7K - $101K
5.03K $1.36M
ISRG
Intuitive Surgical Inc

Healthcare
132
+ 7.3%
$471.27 - $550.62 $62.2K - $72.7K
1.94K $1.01M
ORCL
Oracle Corp

Technology
898
+ 14.06%
$165.41 - $192.43 $149K - $173K
7.29K $1.21M
IP
International Paper CO

Consumer Cyclical
99
+ 0.42%
$46.64 - $59.57 $4.62K - $5.9K
23.9K $1.28M
MS
Morgan Stanley

Financial Services
553
+ 22.53%
$104.42 - $134.99 $57.7K - $74.6K
3.01K $378K
HON
Honeywell International Inc

Industrials
25
+ 0.42%
$202.84 - $236.0 $5.07K - $5.9K
6.03K $1.36M
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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