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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.44K
+ 8.21%
$209.89 - $233.24 $303K - $337K
19K $4.04M
NI
Nisource Inc.

Utilities
1.9K
+ 8.65%
$33.74 - $38.25 $64.1K - $72.7K
23.9K $876K
PH
Parker Hannifin Corp

Industrials
161
+ 5.3%
$621.74 - $709.46 $100K - $114K
3.2K $2.04M
GS
Goldman Sachs Group Inc

Financial Services
59
+ 6.12%
$486.1 - $608.57 $28.7K - $35.9K
1.02K $585K
FTCS
First Trust Capital Strength E

ETFs
1.84K
+ 9.17%
$87.62 - $94.03 $161K - $173K
21.9K $1.93M
SOXX
Ishares Semiconductor ETF

ETFs
1.46K
+ 10.28%
$211.27 - $239.8 $308K - $350K
15.6K $3.37M
CFG
Citizens Financial Group Inc

Financial Services
365
+ 1.22%
$39.92 - $48.46 $14.6K - $17.7K
30.4K $1.33M
PWR
Quanta Services, Inc.

Industrials
45
+ 1.0%
$296.05 - $346.6 $13.3K - $15.6K
4.55K $1.44M
PANW
Palo Alto Networks Inc

Technology
2.27K
+ 114.71%
$181.96 - $405.9 $413K - $921K
4.25K $772K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.15K
+ 6.93%
$57.32 - $59.66 $180K - $188K
48.6K $2.78M
RDVY
First Trust Rising Dividend Ac

ETFs
1.45K
+ 12.17%
$58.65 - $64.37 $85.3K - $93.6K
13.4K $792K
RSP
Invesco S&P 500 Equal Weight E

ETFs
520
+ 25.47%
$174.22 - $187.62 $90.6K - $97.6K
2.56K $448K
TTD
Trade Desk, Inc.

Technology
200
+ 2.62%
$108.7 - $139.51 $21.7K - $27.9K
7.83K $920K
HWM
Howmet Aerospace Inc.

Industrials
321
+ 6.31%
$99.72 - $120.09 $32K - $38.5K
5.41K $591K
SNPS
Synopsys Inc

Technology
347
+ 8.32%
$485.36 - $588.0 $168K - $204K
4.52K $2.19M
INTU
Intuit Inc

Technology
113
+ 8.32%
$602.01 - $706.25 $68K - $79.8K
1.47K $924K
EEM
Ishares Msci Emerging Markets

ETFs
2.35K
+ 52.21%
$41.82 - $47.36 $98.2K - $111K
6.85K $286K
SUB
Ishares Short Term National Mu

ETFs
715
+ 18.63%
$104.94 - $106.2 $75K - $75.9K
4.55K $480K
ABT
Abbott Laboratories

Healthcare
743
+ 6.35%
$111.93 - $119.39 $83.2K - $88.7K
12.4K $1.41M
DVY
Ishares Tr

ETFs
783
+ 9.63%
$129.55 - $143.41 $101K - $112K
8.92K $1.17M
CVX
Chevron Corp

Energy
684
+ 6.01%
$141.15 - $162.53 $96.5K - $111K
12.1K $1.75M
IVE
Ishares S&P 500 Value ETF

ETFs
399
+ 32.31%
$189.5 - $206.17 $75.6K - $82.3K
1.63K $311K
CCJ
Cameco Corp

Energy
670
+ 7.42%
$48.64 - $61.14 $32.6K - $41K
9.7K $498K
CPRT
Copart Inc

Consumer Cyclical
655
+ 11.2%
$51.36 - $63.8 $33.6K - $41.8K
6.5K $373K
BP
Bp PLC

Energy
4.94K
+ 11.39%
$28.16 - $33.14 $139K - $164K
48.3K $1.43M
ETN
Eaton Corp PLC

Industrials
199
+ 9.23%
$326.96 - $377.52 $65.1K - $75.1K
2.36K $781K
VBK
Vanguard Small Cap Growth ETF

ETFs
3
+ 0.06%
$264.18 - $304.19 $793 - $913
5.07K $1.42M
UNP
Union Pacific Corp

Industrials
675
+ 13.82%
$223.15 - $249.32 $151K - $168K
5.56K $1.27M
BA
Boeing CO

Industrials
74
+ 3.55%
$138.14 - $180.72 $10.2K - $13.4K
2.16K $382K
EPM
Evolution Petroleum Corp

Energy
12.6K
+ 54.05%
$4.88 - $6.11 $61.7K - $77.2K
36K $188K
ROBO
Robo Global Robotics And Autom

ETFs
1.17K
+ 15.67%
$55.06 - $58.6 $64.6K - $68.7K
8.66K $487K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.22K
+ 5.06%
$51.58 - $52.91 $115K - $118K
46.1K $2.39M
LLY
Eli Lilly & CO

Healthcare
1.31K
+ 15.67%
$727.2 - $932.06 $951K - $1.22M
9.65K $7.45M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.12K
+ 10.33%
$57.38 - $61.11 $64.4K - $68.6K
12K $699K
IEMG
Ishares Inc

ETFs
1.04K
+ 1.43%
N/A
73.4K $3.94M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
880
+ 7.12%
$45.35 - $47.21 $39.9K - $41.5K
13.2K $616K
RL
Ralph Lauren Corp

Consumer Cyclical
20
+ 1.6%
$192.23 - $233.41 $3.84K - $4.67K
1.27K $293K
MCK
Mckesson Corp

Healthcare
28
+ 6.22%
$482.27 - $628.5 $13.5K - $17.6K
478 $272K
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
OMF
One Main Holdings, Inc.

Financial Services
281
+ 4.85%
$45.27 - $57.43 $12.7K - $16.1K
6.08K $316K
EOG
Eog Resources Inc

Energy
380
+ 4.75%
$118.22 - $136.54 $44.9K - $51.9K
8.38K $1.03M
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
2.44K
+ 35.12%
$27.67 - $31.93 $67.5K - $77.9K
9.39K $263K
DLR
Digital Realty Trust, Inc.

Real Estate
129
+ 10.13%
$156.46 - $195.69 $20.2K - $25.2K
1.4K $248K
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
HD
Home Depot, Inc.

Consumer Cyclical
1.08K
+ 4.62%
$385.02 - $431.37 $415K - $465K
24.4K $9.49M
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
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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