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
DVY
Ishares Tr

ETFs
8.13K
New
$119.99 - $135.74 $976K - $1.1M
8.13K $1.1M
FXR
First Trust Industrials/Produc

ETFs
14.2K
New
$66.85 - $75.76 $948K - $1.07M
14.2K $1.07M
FE
Firstenergy Corp

Utilities
23.5K
New
$38.25 - $44.54 $898K - $1.05M
23.5K $1.04M
NOC
Northrop Grumman Corp

Industrials
1.93K
New
$423.73 - $533.14 $818K - $1.03M
1.93K $1.02M
FNF
Fidelity National Financial, Inc.

Financial Services
16.2K
New
$48.08 - $62.04 $780K - $1.01M
16.2K $1.01M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
19.9K
New
$46.67 - $50.52 $928K - $1M
19.9K $1M
PAYX
Paychex Inc

Industrials
7.41K
New
$116.17 - $135.19 $861K - $1M
7.41K $995K
GIS
General Mills Inc

Consumer Defensive
13.4K
New
$62.5 - $75.15 $839K - $1.01M
13.4K $991K
EOG
Eog Resources Inc

Energy
8K
New
$117.9 - $132.65 $943K - $1.06M
8K $983K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
77.7K
New
$11.52 - $12.52 $895K - $973K
77.7K $959K
DTE
Dte Energy CO

Utilities
6.84K
New
$108.67 - $128.41 $743K - $878K
6.84K $878K
SRE
Sempra Energy

Utilities
10.3K
New
$74.97 - $84.04 $772K - $866K
10.3K $861K
ES
Eversource Energy

Utilities
12.5K
New
$56.52 - $68.38 $709K - $857K
12.5K $853K
COF
Capital One Financial Corp

Financial Services
5.32K
New
$131.42 - $153.05 $699K - $814K
5.32K $796K
FEX
First Tr Large Cap Core Alphde

ETFs
7.46K
New
$94.21 - $104.17 $702K - $777K
7.46K $776K
NI
Nisource Inc.

Utilities
22K
New
$28.54 - $34.64 $627K - $760K
22K $760K
RF
Regions Financial Corp

Financial Services
31.8K
New
$19.51 - $23.42 $621K - $746K
31.8K $742K
RDVY
First Trust Rising Dividend Ac

ETFs
11.9K
New
$53.68 - $59.24 $641K - $708K
11.9K $707K
SCCO
Southern Copper Corp

Basic Materials
5.92K
New
$94.1 - $120.43 $557K - $713K
5.92K $684K
PANW
Palo Alto Networks Inc

Technology
1.98K
New
$294.18 - $368.01 $582K - $728K
1.98K $676K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
19.2K
New
$27.14 - $35.2 $522K - $677K
19.2K $673K
HPQ
Hp Inc

Technology
18.8K
New
$32.02 - $38.11 $601K - $715K
18.8K $672K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
20.8K
New
$28.08 - $32.61 $583K - $677K
20.8K $656K
PFG
Principal Financial Group Inc

Financial Services
7.55K
New
$72.94 - $87.46 $550K - $660K
7.55K $648K
XLB
Select Sector Spdr Fd Material

ETFs
6.72K
New
$86.95 - $97.09 $585K - $653K
6.72K $647K
PBJ
Invesco Exchange Traded Fd Tr

ETFs
13.3K
New
$44.82 - $48.36 $597K - $645K
13.3K $644K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10.9K
New
$54.38 - $59.77 $591K - $650K
10.9K $643K
IYH
Ishares Tr

ETFs
9.83K
New
$60.29 - $66.38 $593K - $652K
9.83K $638K
HDV
Ishares Core High Dividend ETF

ETFs
5.41K
New
$107.62 - $118.76 $582K - $642K
5.41K $635K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
7.43K
New
$77.05 - $98.48 $572K - $732K
7.43K $600K
NNN
National Retail Properties, Inc.

Real Estate
12.3K
New
$42.12 - $48.79 $518K - $600K
12.3K $596K
UNM
Unum Group

Financial Services
9.74K
New
$49.81 - $59.44 $485K - $579K
9.74K $578K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
12.4K
New
$43.5 - $45.75 $538K - $566K
12.4K $565K
HIG
Hartford Financial Services Group, Inc.

Financial Services
4.62K
New
$98.71 - $117.61 $456K - $543K
4.62K $542K
AME
Ametek Inc

Industrials
3.08K
New
$152.74 - $176.01 $470K - $542K
3.08K $528K
NG
Novagold Resources Inc

Basic Materials
129K
New
$3.33 - $4.78 $428K - $614K
129K $526K
GPC
Genuine Parts CO

Consumer Cyclical
3.75K
New
$131.04 - $147.11 $491K - $551K
3.75K $523K
ARCC
Ares Capital Corp

Financial Services
24.1K
New
$19.8 - $21.28 $477K - $513K
24.1K $504K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
12.3K
New
$37.82 - $40.43 $464K - $496K
12.3K $495K
SRLN
Ssga Active Trust

ETFs
11.8K
New
$40.93 - $41.85 $484K - $495K
11.8K $493K
KLAC
Kla Corp

Technology
617
New
$696.17 - $892.35 $430K - $551K
617 $477K
GS
Goldman Sachs Group Inc

Financial Services
964
New
$459.02 - $510.25 $442K - $492K
964 $477K
SLV
I Shares Silver Trust

ETFs
16.8K
New
$24.33 - $29.38 $408K - $493K
16.8K $476K
SON
Sonoco Products CO

Consumer Cyclical
8.52K
New
$48.33 - $56.57 $412K - $482K
8.52K $465K
CCJ
Cameco Corp

Energy
9.03K
New
$36.9 - $53.72 $333K - $485K
9.03K $431K
ROBO
Robo Global Robotics And Autom

ETFs
7.49K
New
$50.56 - $58.65 $378K - $439K
7.49K $427K
AVDX
Avid Xchange Holdings, Inc.

Technology
52.4K
New
$7.44 - $12.86 $390K - $674K
52.4K $425K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
19.3K
New
$19.94 - $22.45 $385K - $433K
19.3K $416K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.92K
New
$52.1 - $59.66 $360K - $413K
6.92K $409K
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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