Prosperity Consulting Group, LLC Reduced Holdings in Q4 2024

Prosperity Consulting Group, LLC

  • $1.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-31.3K
- 6.56%
$96.64 - $101.23 $3.02M - $3.17M
446K $43.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.98K
- 3.35%
$131.66 - $144.0 $524K - $573K
115K $15.2M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-16.9K
- 10.49%
$48.87 - $53.53 $824K - $903K
144K $7.04M
GLDM
World Gold Trust

ETFs
-29.6K
- 58.32%
$50.76 - $55.23 $1.5M - $1.64M
21.2K $1.1M
VEA
Vanguard Ftse Developed Market

ETFs
-11.7K
- 6.59%
$47.57 - $52.44 $557K - $614K
166K $7.94M
XOM
Exxon Mobil Corp

Energy
-5.85K
- 8.31%
$105.51 - $125.37 $617K - $734K
64.6K $6.95M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.27K
- 71.41%
$176.42 - $186.91 $1.28M - $1.36M
2.91K $518K
MRK
Merck & Co., Inc.

Healthcare
-4.38K
- 8.21%
$96.31 - $114.76 $422K - $503K
49K $4.87M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-24.1K
- 10.26%
$33.7 - $37.69 $811K - $906K
210K $7.22M
NXPI
Nxp Semiconductors N.V.

Technology
-2.54K
- 31.34%
$207.27 - $255.58 $527K - $649K
5.57K $1.16M
HSY
Hershey CO

Consumer Defensive
-3K
- 30.69%
$168.67 - $193.65 $506K - $581K
6.77K $1.15M
VZ
Verizon Communications Inc

Communication Services
-3.23K
- 2.67%
$39.6 - $45.21 $128K - $146K
117K $4.7M
QCOM
Qualcomm Inc

Technology
-1.26K
- 3.92%
$150.4 - $178.04 $189K - $224K
30.8K $4.73M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5.62K
- 4.9%
$80.93 - $85.66 $455K - $482K
109K $8.83M
INDA
Ishares Msci India Index Fund

ETFs
-10.8K
- 47.59%
$52.64 - $58.16 $568K - $628K
11.9K $625K
AWK
American Water Works Company, Inc.

Utilities
-1.53K
- 7.01%
$123.83 - $146.07 $189K - $223K
20.2K $2.52M
NVO
Novo Nordisk A S

Healthcare
-3.11K
- 26.34%
$85.0 - $120.04 $264K - $373K
8.69K $747K
PFE
Pfizer Inc

Healthcare
-17K
- 22.45%
$24.8 - $30.19 $421K - $512K
58.6K $1.55M
UL
Unilever PLC

Consumer Defensive
-3.1K
- 6.03%
$56.7 - $64.64 $176K - $200K
48.3K $2.74M
PLD
Prologis, Inc.

Real Estate
-3.26K
- 27.16%
$101.4 - $126.96 $330K - $413K
8.73K $922K
ADBE
Adobe Inc.

Technology
-239
- 3.61%
$437.39 - $552.96 $105K - $132K
6.39K $2.84M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-5.73K
- 31.76%
$49.78 - $66.55 $285K - $381K
12.3K $616K
PEP
Pepsico Inc

Consumer Defensive
-1.9K
- 12.29%
$151.29 - $176.1 $288K - $335K
13.6K $2.06M
ZTS
Zoetis Inc.

Healthcare
-1.21K
- 10.95%
$162.24 - $194.42 $196K - $235K
9.85K $1.61M
MDT
Medtronic PLC

Healthcare
-3.74K
- 15.91%
$79.61 - $92.24 $297K - $345K
19.7K $1.58M
O
Realty Income Corp

Real Estate
-2.67K
- 6.84%
$51.76 - $64.71 $138K - $173K
36.4K $1.94M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-661
- 18.46%
$396.64 - $516.74 $262K - $342K
2.92K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
-538
- 2.58%
$288.47 - $316.54 $155K - $170K
20.3K $5.89M
LMT
Lockheed Martin Corp

Industrials
-252
- 7.4%
$479.66 - $614.62 $121K - $155K
3.16K $1.53M
NGG
National Grid PLC

Utilities
-2.26K
- 7.22%
$57.68 - $70.03 $130K - $158K
29K $1.72M
KO
Coca Cola CO

Consumer Defensive
-773
- 1.87%
$61.74 - $71.71 $47.7K - $55.4K
40.5K $2.52M
JNJ
Johnson & Johnson

Healthcare
-901
- 5.5%
$143.34 - $165.86 $129K - $149K
15.5K $2.24M
SNY
Sanofi

Healthcare
-990
- 2.55%
$45.89 - $57.31 $45.4K - $56.7K
37.9K $1.83M
MKC
Mccormick & CO Inc

Consumer Defensive
-2.71K
- 8.2%
$73.97 - $84.09 $201K - $228K
30.4K $2.32M
WSO
Watsco Inc

Industrials
-394
- 3.43%
$466.57 - $568.78 $184K - $224K
11.1K $5.26M
RELX
Relx PLC

Communication Services
-4.82K
- 5.79%
$44.45 - $48.63 $214K - $234K
78.5K $3.56M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.19K
- 6.1%
$130.37 - $146.09 $155K - $173K
18.3K $2.39M
F
Ford Motor CO

Consumer Cyclical
-29.8K
- 35.51%
$9.69 - $11.4 $289K - $340K
54.1K $535K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.17K
- 17.89%
$176.4 - $231.84 $206K - $270K
5.35K $943K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.93K
- 20.77%
$72.97 - $96.75 $141K - $187K
7.37K $547K
AVDV
American Centy ETF Tr Avantis

ETFs
-2.72K
- 9.29%
$63.85 - $70.4 $174K - $191K
26.5K $1.73M
WEN
Wendy'S CO

Consumer Cyclical
-17K
- 49.94%
$16.26 - $20.42 $277K - $348K
17.1K $278K
AMT
American Tower Corp

Real Estate
-215
- 4.07%
$179.4 - $232.01 $38.6K - $49.9K
5.07K $929K
HYG
Ishares Tr

ETFs
-3.09K
- 9.77%
$78.09 - $80.04 $241K - $247K
28.5K $2.24M
IEFA
Ishares Tr

ETFs
-547
- 1.69%
$70.06 - $77.43 $38.3K - $42.4K
31.8K $2.24M
IWM
Ishares Russell 2000 ETF

ETFs
-1.31K
- 5.28%
$216.13 - $242.4 $282K - $317K
23.4K $5.18M
AVEM
American Centy ETF Tr Avantis

ETFs
-680
- 1.67%
$58.59 - $66.14 $39.8K - $45K
40.1K $2.36M
RSG
Republic Services, Inc.

Industrials
-1.34K
- 5.01%
$198.0 - $218.75 $265K - $293K
25.4K $5.11M
IEF
Ishares Barclays

ETFs
-1.98K
- 16.53%
$92.08 - $98.18 $183K - $195K
10K $926K
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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