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
PGR
Progressive Corp

Financial Services
113
+ 3.08%
$239.6 - $268.88 $27.1K - $30.4K
3.78K $906K
EXC
Exelon Corp

Utilities
127
+ 1.19%
$36.22 - $40.97 $4.6K - $5.2K
10.8K $405K
BBY
Best Buy CO Inc

Consumer Cyclical
145
+ 6.42%
$85.2 - $101.35 $12.4K - $14.7K
2.4K $206K
ECL
Ecolab Inc.

Basic Materials
70
+ 3.29%
$234.32 - $261.43 $16.4K - $18.3K
2.2K $514K
MUB
Ishares National Muni Bond ETF

ETFs
533
+ 1.28%
$105.78 - $108.7 $56.4K - $57.9K
42.1K $4.48M
SHW
Sherwin Williams CO

Basic Materials
101
+ 6.31%
$338.75 - $399.71 $34.2K - $40.4K
1.7K $578K
GE
General Electric CO

Industrials
76
+ 3.35%
$159.95 - $194.23 $12.2K - $14.8K
2.34K $390K
PG
Procter & Gamble CO

Consumer Defensive
560
+ 2.26%
$161.05 - $179.7 $90.2K - $101K
25.3K $4.24M
SCHA
Schwab Strategic Tr Us Small C

ETFs
76.1K
+ 96.95%
$25.33 - $51.16 $1.93M - $3.89M
155K $4M
CAT
Caterpillar Inc

Industrials
125
+ 3.89%
$360.37 - $416.88 $45K - $52.1K
3.34K $1.21M
D
Dominion Energy, Inc

Utilities
140
+ 0.91%
$52.63 - $60.92 $7.37K - $8.53K
15.5K $835K
HRB
H&R Block Inc

Consumer Cyclical
45
+ 0.82%
$52.14 - $63.36 $2.35K - $2.85K
5.54K $292K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
470
+ 2.26%
$27.09 - $32.06 $12.7K - $15.1K
21.2K $595K
LOW
Lowes Companies Inc

Consumer Cyclical
69
+ 2.06%
$244.52 - $284.07 $16.9K - $19.6K
3.42K $843K
STX
Seagate Technology Holdings PLC

Technology
150
+ 4.53%
$86.31 - $112.64 $12.9K - $16.9K
3.46K $298K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
92
+ 0.09%
$28.6 - $29.27 $2.63K - $2.69K
100K $2.87M
XLB
Select Sector Spdr Fd Material

ETFs
91
+ 1.35%
$83.8 - $97.58 $7.63K - $8.88K
6.81K $573K
SCCO
Southern Copper Corp

Basic Materials
605
+ 10.22%
$91.13 - $117.95 $55.1K - $71.4K
6.52K $594K
FNF
Fidelity National Financial, Inc.

Financial Services
22
+ 0.14%
$55.19 - $63.83 $1.21K - $1.4K
16.3K $912K
TT
Trane Technologies PLC

Industrials
35
+ 0.58%
$369.35 - $419.14 $12.9K - $14.7K
6.04K $2.23M
CEG
Constellation Energy Corp

Utilities
21
+ 0.59%
$224.28 - $285.52 $4.71K - $6K
3.57K $803K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
302
+ 0.39%
$44.87 - $46.86 $13.6K - $14.2K
78.4K $3.52M
AEP
American Electric Power CO Inc

Utilities
87
+ 0.5%
$90.91 - $102.21 $7.91K - $8.89K
17.4K $1.61M
NEE
Nextera Energy Inc

Utilities
90
+ 0.58%
$69.77 - $85.43 $6.28K - $7.69K
15.6K $1.12M
DHR
Danaher Corp

Healthcare
117
+ 2.38%
$226.16 - $274.52 $26.5K - $32.1K
5.03K $1.15M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
3.66K
+ 8.48%
$34.66 - $42.95 $127K - $157K
46.8K $1.65M
IWS
Ishares Russell Midcap Value E

ETFs
362
+ 0.39%
$128.08 - $140.32 $46.4K - $50.8K
93K $12M
AMD
Advanced Micro Devices Inc

Technology
346
+ 5.41%
$118.88 - $172.8 $41.1K - $59.8K
6.75K $814K
ASML
Asml Holding Nv

Technology
73
+ 3.35%
$658.43 - $872.27 $48.1K - $63.7K
2.25K $1.56M
AMGN
Amgen Inc

Healthcare
131
+ 2.59%
$258.78 - $328.31 $33.9K - $43K
5.2K $1.35M
MPC
Marathon Petroleum Corp

Energy
400
+ 2.3%
$131.65 - $174.84 $52.7K - $69.9K
17.8K $2.48M
CTAS
Cintas Corp

Industrials
694
+ 3.25%
$182.7 - $226.47 $127K - $157K
22.1K $4.03M
TMO
Thermo Fisher Scientific Inc.

Healthcare
187
+ 3.22%
$501.29 - $612.85 $93.7K - $115K
5.99K $3.12M
ABBV
Abb Vie Inc.

Healthcare
187
+ 0.71%
$164.99 - $203.87 $30.9K - $38.1K
26.6K $4.73M
EFV
Msci Eafe Value ETF

ETFs
4.12K
+ 2.27%
$51.78 - $57.15 $213K - $235K
186K $9.76M
HCA
Hca Healthcare, Inc.

Healthcare
93
+ 1.02%
$297.52 - $415.61 $27.7K - $38.7K
9.23K $2.77M
UNH
Unitedhealth Group Inc

Healthcare
46
+ 0.37%
$485.52 - $625.25 $22.3K - $28.8K
12.5K $6.34M
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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