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
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
8.72K
+ 11.23%
$11.42 - $12.5 $99.6K - $109K
86.4K $996K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
700
+ 10.54%
$47.07 - $48.75 $32.9K - $34.1K
7.34K $350K
JCI
Johnson Controls International PLC

Industrials
387
+ 10.7%
$74.23 - $86.6 $28.7K - $33.5K
4K $315K
QLD
Proshares Ultra Qqq

ETFs
1
+ 0.02%
$97.85 - $120.25 $97.9 - $120
4.29K $464K
KLAC
Kla Corp

Technology
190
+ 30.79%
$614.46 - $829.55 $117K - $158K
807 $508K
HTGC
Hercules Capital, Inc.

Financial Services
1.24K
+ 10.18%
$18.53 - $20.22 $23K - $25.1K
13.4K $269K
PNC
Pnc Financial Services Group, Inc.

Financial Services
22
+ 0.68%
$178.39 - $215.0 $3.92K - $4.73K
3.24K $623K
VIG
Vanguard Dividend Appreciation

ETFs
164
+ 0.43%
N/A
38.7K $7.05M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.3K
+ 300.35%
$25.93 - $105.3 $293K - $1.19M
15K $419K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
39
+ 0.13%
$47.71 - $49.76 $1.86K - $1.94K
29.6K $1.45M
TRV
Travelers Companies, Inc.

Financial Services
84
+ 9.26%
$225.97 - $266.66 $19K - $22.4K
991 $238K
AMAT
Applied Materials Inc

Technology
490
+ 36.19%
$161.44 - $213.89 $79.1K - $105K
1.84K $299K
MCO
Moodys Corp

Financial Services
53
+ 4.24%
$454.04 - $500.88 $24.1K - $26.5K
1.3K $617K
SONY
Sony Group Corp

Technology
69.1K
+ 362.13%
$17.53 - $96.8 $1.21M - $6.69M
88.2K $1.87M
ALL
Allstate Corp

Financial Services
99
+ 7.12%
$181.25 - $208.2 $17.9K - $20.6K
1.49K $287K
RF
Regions Financial Corp

Financial Services
700
+ 2.2%
$22.45 - $27.47 $15.7K - $19.2K
32.5K $765K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
300
+ 3.04%
$44.57 - $46.43 $13.4K - $13.9K
10.2K $465K
WHR
Whirlpool Corp

Consumer Cyclical
34
+ 1.42%
$99.28 - $124.45 $3.38K - $4.23K
2.43K $278K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
288
+ 5.54%
$41.53 - $42.95 $12K - $12.4K
5.49K $234K
OC
Owens Corning

Industrials
153
+ 11.66%
$169.41 - $210.81 $25.9K - $32.3K
1.47K $249K
TDIV
First Trust Nasdaq Technology

ETFs
307
+ 10.43%
$78.03 - $82.13 $24K - $25.2K
3.25K $254K
EQIX
Equinix Inc

Real Estate
1
+ 0.35%
$865.69 - $985.0 $866 - $985
287 $270K
PTH
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 23.03%
$40.04 - $48.12 $55.4K - $66.6K
7.39K $296K
ORI
Old Republic International Corp

Financial Services
199
+ 2.3%
$34.4 - $38.98 $6.85K - $7.76K
8.84K $320K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
100
+ 1.53%
$43.61 - $45.3 $4.36K - $4.53K
6.65K $296K
SO
Southern CO

Utilities
1.18K
+ 10.5%
$81.5 - $94.15 $96K - $111K
12.4K $1.02M
MLM
Martin Marietta Materials Inc

Basic Materials
42
+ 6.05%
$516.5 - $619.58 $21.7K - $26K
736 $380K
BOND
Pimco Active Bond Exchange Tra

ETFs
153
+ 7.05%
$90.42 - $94.5 $13.8K - $14.5K
2.32K $210K
FITB
Fifth Third Bancorp

Financial Services
623
+ 1.59%
$41.76 - $48.44 $26K - $30.2K
39.7K $1.68M
CB
Chubb LTD

Financial Services
57
+ 5.77%
$271.57 - $301.89 $15.5K - $17.2K
1.05K $288K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
579
+ 4.34%
$46.33 - $49.09 $26.8K - $28.4K
13.9K $646K
ATO
Atmos Energy Corp

Utilities
5
+ 0.31%
$136.41 - $151.43 $682 - $757
1.59K $221K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
41
+ 1.92%
$154.42 - $163.91 $6.33K - $6.72K
2.18K $337K
SLV
I Shares Silver Trust

ETFs
1.34K
+ 7.99%
$26.33 - $31.74 $35.3K - $42.5K
18.1K $477K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
650
+ 10.46%
N/A
6.86K $0
Thomson Reuters Corp
55
+ 1.13%
N/A
4.92K $0
Linde PLC
332
+ 4.45%
N/A
7.79K $0
HYDB
Ishares Tr Edge High Yield Def

ETFs
104
+ 2.28%
$46.68 - $47.95 $4.85K - $4.99K
4.68K $219K
Gsk PLC
724
+ 3.02%
N/A
24.7K $0
First Tr Exchng Traded Fd Vi
799
+ 11.86%
N/A
7.54K $0
SBUX
Starbucks Corp

Consumer Cyclical
125
+ 5.58%
$87.44 - $102.5 $10.9K - $12.8K
2.37K $215K
TGT
Target Corp

Consumer Defensive
381
+ 14.66%
$121.59 - $160.69 $46.3K - $61.2K
2.98K $402K
DUK
Duke Energy Corp

Utilities
1.04K
+ 6.77%
$105.76 - $120.76 $110K - $126K
16.4K $1.77M
LYG
Lloyds Banking Group PLC

Financial Services
5.11K
+ 8.35%
$2.67 - $3.23 $13.6K - $16.5K
66.3K $180K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
79
+ 1.71%
$74.5 - $78.37 $5.89K - $6.19K
4.7K $351K
LAMR
Lamar Advertising CO

Real Estate
75
+ 4.19%
$121.37 - $138.11 $9.1K - $10.4K
1.87K $227K
RGP
Resources Connection, Inc.

Industrials
319
+ 2.5%
$7.96 - $9.47 $2.54K - $3.02K
13.1K $111K
VTR
Ventas, Inc.

Real Estate
10
+ 0.29%
$57.73 - $66.48 $577 - $665
3.51K $206K
DTE
Dte Energy CO

Utilities
225
+ 3.29%
$117.04 - $129.77 $26.3K - $29.2K
7.07K $853K
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