Prosperity Consulting Group, LLC New Holdings in Q3 2024

Prosperity Consulting Group, LLC

  • $1.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
223K
New
$50.85 - $53.88 $11.4M - $12M
223K $12M
XLC
Select Sector Spdr Tr Communic

ETFs
111K
New
$82.16 - $90.4 $9.12M - $10M
111K $10M
FVD
First Tr Value Line Divid Inde

ETFs
218K
New
$40.45 - $45.49 $8.83M - $9.93M
218K $9.93M
IWY
Ishares Tr Russell 200 Growth

ETFs
32.5K
New
$194.66 - $225.97 $6.33M - $7.35M
32.5K $7.16M
DGRO
Ishares Core Dividend Growth E

ETFs
96.4K
New
$57.47 - $62.76 $5.54M - $6.05M
96.4K $6.04M
VOT
Vanguard Mid Cap Growth Index

ETFs
22.4K
New
$218.05 - $243.47 $4.89M - $5.46M
22.4K $5.46M
PPA
Invesco Exchange Traded Fd Tr

ETFs
45.3K
New
$102.05 - $114.97 $4.62M - $5.21M
45.3K $5.21M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
497K
New
$7.86 - $8.77 $3.9M - $4.36M
497K $4.33M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
81K
New
$42.22 - $48.62 $3.42M - $3.94M
81K $3.77M
HCA
Hca Healthcare, Inc.

Healthcare
9.14K
New
$315.12 - $406.43 $2.88M - $3.71M
9.14K $3.71M
FDL
First Tr Morningstar Dividend

ETFs
87K
New
$37.66 - $42.06 $3.28M - $3.66M
87K $3.65M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5.8K
New
$531.86 - $624.21 $3.09M - $3.62M
5.8K $3.59M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
82.7K
New
$41.95 - $43.42 $3.47M - $3.59M
82.7K $3.59M
SOXX
Ishares Semiconductor ETF

ETFs
14.2K
New
$199.29 - $265.49 $2.83M - $3.76M
14.2K $3.27M
VOE
Vanguard Mid Cap Value Index F

ETFs
18K
New
$149.02 - $167.67 $2.69M - $3.02M
18K $3.02M
MPC
Marathon Petroleum Corp

Energy
17.4K
New
$158.61 - $180.75 $2.76M - $3.14M
17.4K $2.83M
SPGI
S&P Global Inc.

Financial Services
5.24K
New
$446.32 - $527.38 $2.34M - $2.76M
5.24K $2.71M
NDAQ
Nasdaq, Inc.

Financial Services
36.3K
New
$59.48 - $74.31 $2.16M - $2.7M
36.3K $2.65M
HYG
Ishares Tr

ETFs
31.6K
New
$76.72 - $80.36 $2.42M - $2.54M
31.6K $2.54M
IEFA
Ishares Tr

ETFs
32.4K
New
$70.09 - $78.74 $2.27M - $2.55M
32.4K $2.52M
VLO
Valero Energy Corp

Energy
18K
New
$132.81 - $163.48 $2.39M - $2.94M
18K $2.43M
EPI
Wisdomtree Tr India Earnings F

ETFs
47.4K
New
$47.41 - $50.82 $2.25M - $2.41M
47.4K $2.39M
XLU
Utilities Sector Spdr

ETFs
28.4K
New
$67.67 - $80.78 $1.92M - $2.29M
28.4K $2.29M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
29.4K
New
$64.57 - $71.76 $1.9M - $2.11M
29.4K $2.11M
FTSL
First Trust Senior Ln Fund

ETFs
44.5K
New
$45.51 - $46.26 $2.02M - $2.06M
44.5K $2.04M
EMLP
First Tr Exchange Traded Iv

ETFs
59.2K
New
$30.38 - $34.0 $1.8M - $2.01M
59.2K $1.99M
TMUS
T Mobile Us, Inc.

Communication Services
9.25K
New
$175.14 - $206.36 $1.62M - $1.91M
9.25K $1.91M
XLE
Energy Sector Spdr

ETFs
21.7K
New
$84.35 - $93.39 $1.83M - $2.03M
21.7K $1.91M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
43.1K
New
$37.42 - $44.1 $1.61M - $1.9M
43.1K $1.87M
FTCS
First Trust Capital Strength E

ETFs
20.1K
New
$83.58 - $90.94 $1.68M - $1.83M
20.1K $1.82M
FPE
First Tr Pfd Secs & Income ETF

ETFs
100K
New
$17.35 - $18.22 $1.74M - $1.83M
100K $1.82M
CINF
Cincinnati Financial Corp

Financial Services
13.1K
New
$115.7 - $138.2 $1.52M - $1.82M
13.1K $1.79M
DUK
Duke Energy Corp

Utilities
15.4K
New
$99.35 - $117.71 $1.53M - $1.81M
15.4K $1.77M
EMB
Ishares Tr

ETFs
15.3K
New
$87.75 - $93.74 $1.34M - $1.43M
15.3K $1.43M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
29.5K
New
$44.46 - $48.11 $1.31M - $1.42M
29.5K $1.42M
KR
Kroger CO

Consumer Defensive
24.1K
New
$50.43 - $57.3 $1.22M - $1.38M
24.1K $1.38M
PWR
Quanta Services, Inc.

Industrials
4.5K
New
$239.58 - $298.23 $1.08M - $1.34M
4.5K $1.34M
NEE
Nextera Energy Inc

Utilities
15.5K
New
$69.9 - $84.97 $1.08M - $1.32M
15.5K $1.31M
FXH
First Tr Exchange Trd Fd Healt

ETFs
11.7K
New
$103.09 - $113.83 $1.2M - $1.33M
11.7K $1.31M
ODFL
Old Dominion Freight Line, Inc.

Industrials
6.52K
New
$178.41 - $210.18 $1.16M - $1.37M
6.52K $1.29M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
32.3K
New
$37.64 - $39.51 $1.22M - $1.28M
32.3K $1.28M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
25.7K
New
$47.95 - $49.61 $1.23M - $1.28M
25.7K $1.27M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
20.8K
New
$59.61 - $60.15 $1.24M - $1.25M
20.8K $1.25M
CFG
Citizens Financial Group Inc

Financial Services
30K
New
$35.24 - $43.24 $1.06M - $1.3M
30K $1.23M
ETR
Entergy Corp

Utilities
9.28K
New
$104.75 - $131.61 $972K - $1.22M
9.28K $1.22M
UNP
Union Pacific Corp

Industrials
4.89K
New
$221.78 - $256.09 $1.08M - $1.25M
4.89K $1.2M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
18K
New
$58.35 - $66.29 $1.05M - $1.2M
18K $1.2M
WMB
Williams Companies, Inc.

Energy
25.7K
New
$41.24 - $46.22 $1.06M - $1.19M
25.7K $1.17M
IP
International Paper CO

Consumer Cyclical
23.8K
New
$42.55 - $49.98 $1.01M - $1.19M
23.8K $1.16M
Activity Summary
Buys All Purchases 327 New Holdings 166 Increased Positions 161 Sells All Sells 123 Reductions 123 Sold out 0 Options Calls 0 Puts 0
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