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
SUB
Ishares Short Term National Mu

ETFs
3.84K
New
$104.3 - $106.3 $400K - $408K
3.84K $407K
TOWN
Towne Bank (Va)

Financial Services
12.1K
New
$26.78 - $34.85 $324K - $422K
12.1K $399K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.04K
New
$162.83 - $179.16 $332K - $366K
2.04K $365K
STX
Seagate Technology Holdings PLC

Technology
3.31K
New
$92.1 - $110.76 $305K - $367K
3.31K $362K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
9.93K
New
$31.67 - $39.16 $314K - $389K
9.93K $356K
ET
Energy Transfer LP

Energy
22.2K
New
$15.43 - $16.44 $343K - $366K
22.2K $356K
XEL
Xcel Energy Inc

Utilities
5.38K
New
$52.11 - $65.3 $280K - $351K
5.38K $351K
EQNR
Equinor Asa

Energy
13.7K
New
$24.19 - $29.0 $332K - $399K
13.7K $348K
HRB
H&R Block Inc

Consumer Cyclical
5.49K
New
$52.99 - $66.6 $291K - $366K
5.49K $348K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
9.08K
New
$36.35 - $38.17 $330K - $346K
9.08K $346K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
2.14K
New
$144.27 - $157.55 $308K - $337K
2.14K $336K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
6.51K
New
$43.9 - $52.34 $286K - $341K
6.51K $335K
VGT
Vanguard Information Technolog

ETFs
565
New
$514.43 - $606.85 $291K - $343K
565 $331K
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.2K
New
$26.69 - $29.87 $299K - $334K
11.2K $325K
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
6.64K
New
$44.87 - $47.18 $298K - $313K
6.64K $313K
CPRT
Copart Inc

Consumer Cyclical
5.85K
New
$49.19 - $55.54 $288K - $325K
5.85K $306K
MTN
Vail Resorts Inc

Consumer Cyclical
1.71K
New
$167.58 - $188.32 $286K - $321K
1.71K $297K
DD
Du Pont De Nemours, Inc.

Basic Materials
3.33K
New
$77.22 - $89.49 $257K - $298K
3.33K $296K
NSC
Norfolk Southern Corp

Industrials
1.17K
New
$213.75 - $259.69 $251K - $305K
1.17K $291K
SCHW
Schwab Charles Corp

Financial Services
4.42K
New
$61.74 - $76.08 $273K - $336K
4.42K $286K
REVG
Rev Group, Inc.

Industrials
10K
New
$23.9 - $31.84 $240K - $320K
10K $281K
PTH
Invesco Exchange Traded Fd Tr

ETFs
6.01K
New
$42.08 - $47.87 $253K - $288K
6.01K $279K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
3.24K
New
$85.84 - $85.84 $278K - $278K
3.24K $278K
SLB
Schlumberger Limited

Energy
6.64K
New
$39.57 - $49.67 $263K - $330K
6.64K $278K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
6.57K
New
$40.69 - $42.33 $267K - $278K
6.57K $277K
MKL
Markel Corp

Financial Services
174
New
$1494.55 - $1645.69 $260K - $286K
174 $272K
OMF
One Main Holdings, Inc.

Financial Services
5.79K
New
$43.27 - $53.14 $251K - $308K
5.79K $272K
ALL
Allstate Corp

Financial Services
1.39K
New
$158.43 - $192.86 $220K - $268K
1.39K $263K
MELI
Mercadolibre Inc

Consumer Cyclical
126
New
$1591.44 - $2140.1 $201K - $270K
126 $258K
WHR
Whirlpool Corp

Consumer Cyclical
2.4K
New
$90.25 - $112.34 $216K - $269K
2.4K $256K
MS
Morgan Stanley

Financial Services
2.46K
New
$92.07 - $106.96 $226K - $263K
2.46K $255K
EQIX
Equinix Inc

Real Estate
286
New
$749.0 - $890.01 $214K - $255K
286 $253K
EW
Edwards Lifesciences Corp

Healthcare
3.77K
New
$59.7 - $93.78 $225K - $354K
3.77K $248K
IVE
Ishares S&P 500 Value ETF

ETFs
1.24K
New
$181.06 - $197.17 $224K - $244K
1.24K $243K
ELV
Elevance Health, Inc.

Healthcare
465
New
$500.12 - $562.29 $233K - $261K
465 $241K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
5.18K
New
$43.21 - $46.51 $224K - $241K
5.18K $240K
HTGC
Hercules Capital, Inc.

Financial Services
12.2K
New
$17.71 - $21.67 $215K - $264K
12.2K $239K
DMAR
First Tr Ex Tr Viii Cboe Vest
6.42K
New
$35.04 - $37.34 $225K - $240K
6.42K $239K
TDIV
First Trust Nasdaq Technology

ETFs
2.94K
New
$70.51 - $81.07 $208K - $239K
2.94K $236K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
222
New
$1024.09 - $1201.76 $227K - $267K
222 $233K
BBY
Best Buy CO Inc

Consumer Cyclical
2.26K
New
$80.23 - $103.29 $181K - $233K
2.26K $233K
OC
Owens Corning

Industrials
1.31K
New
$154.02 - $186.38 $202K - $245K
1.31K $231K
VTR
Ventas, Inc.

Real Estate
3.5K
New
$50.88 - $65.33 $178K - $229K
3.5K $224K
TFC
Truist Financial Corp

Financial Services
5.21K
New
$38.22 - $44.94 $199K - $234K
5.21K $222K
ATO
Atmos Energy Corp

Utilities
1.59K
New
$114.08 - $138.75 $181K - $220K
1.59K $220K
CRWD
Crowd Strike Holdings, Inc.

Technology
786
New
$217.89 - $392.15 $171K - $308K
786 $220K
SBUX
Starbucks Corp

Consumer Cyclical
2.24K
New
$72.51 - $98.6 $162K - $221K
2.24K $218K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
8.68K
New
$23.78 - $25.04 $206K - $217K
8.68K $217K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
5.2K
New
$39.33 - $41.74 $204K - $217K
5.2K $216K
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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