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
VXF
Vanguard Extended Market ETF

ETFs
-1.69K
- 17.04%
$179.17 - $207.15 $303K - $350K
8.23K $1.56M
WEC
Wec Energy Group, Inc.

Utilities
-1.7K
- 4.88%
$92.94 - $101.82 $158K - $173K
33.2K $3.12M
APD
Air Products & Chemicals, Inc.

Basic Materials
-473
- 4.79%
$285.5 - $335.62 $135K - $159K
9.4K $2.73M
COP
Conocophillips

Energy
-1.75K
- 32.12%
$95.12 - $114.72 $167K - $201K
3.7K $367K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.45K
- 2.28%
$77.02 - $78.58 $111K - $114K
61.9K $4.78M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-888
- 5.51%
$75.1 - $82.99 $66.7K - $73.7K
15.2K $1.15M
GPC
Genuine Parts CO

Consumer Cyclical
-871
- 23.25%
$113.11 - $143.63 $98.5K - $125K
2.88K $335K
BDX
Becton Dickinson & CO

Healthcare
-718
- 39.62%
$220.02 - $243.75 $158K - $175K
1.09K $248K
CMCSA
Comcast Corp

Communication Services
-3.54K
- 29.16%
$37.39 - $45.14 $132K - $160K
8.59K $322K
MAA
Mid America Apartment Communities Inc.

Real Estate
-760
- 5.41%
$149.17 - $165.2 $113K - $126K
13.3K $2.05M
SMB
Vaneck Short Muni ETF

ETFs
-7.12K
- 3.69%
$17.07 - $17.26 $122K - $123K
186K $3.17M
VOE
Vanguard Mid Cap Value Index F

ETFs
-328
- 1.82%
$160.89 - $176.18 $52.8K - $57.8K
17.7K $2.86M
GIS
General Mills Inc

Consumer Defensive
-257
- 1.91%
$62.78 - $74.62 $16.1K - $19.2K
13.2K $839K
ACN
Accenture PLC

Technology
-396
- 6.31%
$343.9 - $376.86 $136K - $149K
5.88K $2.07M
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-1.66K
- 22.31%
$74.78 - $87.2 $124K - $145K
5.77K $455K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.66K
- 27.03%
$60.13 - $67.31 $99.6K - $112K
4.47K $271K
ES
Eversource Energy

Utilities
-174
- 1.39%
$55.9 - $67.73 $9.73K - $11.8K
12.4K $710K
HPQ
Hp Inc

Technology
-2.29K
- 12.2%
$32.46 - $39.3 $74.3K - $90K
16.5K $537K
MET
Metlife Inc

Financial Services
-1.43K
- 5.91%
$78.15 - $88.25 $112K - $126K
22.8K $1.86M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-484
- 1.56%
$89.9 - $100.66 $43.5K - $48.7K
30.6K $2.76M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-936
- 5.45%
$94.77 - $97.36 $88.7K - $91.1K
16.2K $1.55M
IYH
Ishares Tr

ETFs
-933
- 9.49%
$57.53 - $65.24 $53.7K - $60.9K
8.9K $518K
ED
Consolidated Edison Inc

Utilities
-253
- 3.98%
$88.87 - $107.38 $22.5K - $27.2K
6.11K $544K
GD
General Dynamics Corp

Industrials
-55
- 2.09%
$260.28 - $314.03 $14.3K - $17.3K
2.57K $678K
EMR
Emerson Electric CO

Industrials
-1.47K
- 32.1%
$108.13 - $134.33 $159K - $197K
3.11K $385K
SYY
Sysco Corp

Consumer Defensive
-1.37K
- 24.26%
$73.63 - $81.77 $101K - $112K
4.27K $326K
NOC
Northrop Grumman Corp

Industrials
-1
- 0.05%
$466.52 - $543.88 $467 - $544
1.93K $905K
FE
Firstenergy Corp

Utilities
-19
- 0.08%
$39.14 - $44.52 $744 - $846
23.5K $933K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1.57K
- 3.48%
$19.82 - $21.55 $31.1K - $33.8K
43.5K $861K
ROP
Roper Technologies Inc

Industrials
-62
- 3.28%
$519.85 - $575.95 $32.2K - $35.7K
1.83K $951K
OXY
Occidental Petroleum Corp

Energy
-1.7K
- 25.38%
$45.36 - $55.91 $77K - $94.9K
4.99K $246K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-232
- 3.89%
$59.25 - $72.99 $13.7K - $16.9K
5.73K $341K
EQNR
Equinor Asa

Energy
-2.82K
- 20.55%
$21.88 - $27.12 $61.8K - $76.6K
10.9K $258K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-2.02K
- 3.35%
$34.25 - $37.94 $69.3K - $76.8K
58.5K $2.12M
EMB
Ishares Tr

ETFs
-191
- 1.25%
$88.94 - $93.46 $17K - $17.9K
15.1K $1.34M
CSX
Csx Corp

Industrials
-994
- 4.31%
$31.58 - $36.88 $31.4K - $36.7K
22.1K $711K
TXN
Texas Instruments Inc

Technology
-432
- 2.9%
N/A
14.5K $2.81M
PFG
Principal Financial Group Inc

Financial Services
-234
- 3.1%
$74.91 - $91.26 $17.5K - $21.4K
7.31K $565K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-351
- 0.42%
$42.33 - $43.3 $14.9K - $15.2K
82.3K $3.51M
MNRO
Monro, Inc.

Consumer Cyclical
-1.32K
- 10.91%
$24.38 - $29.78 $32.1K - $39.2K
10.7K $266K
PSTL
Postal Realty Trust, Inc.

Real Estate
-3.99K
- 22.71%
$12.83 - $14.74 $51.2K - $58.9K
13.6K $177K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-1.78K
- 15.93%
$26.05 - $29.17 $46.4K - $52K
9.41K $246K
FTSL
First Trust Senior Ln Fund

ETFs
-1.93K
- 4.33%
$45.9 - $46.48 $88.4K - $89.5K
42.5K $1.97M
RFG
Invesco Exchange Traded Fd Tr

ETFs
-775
- 1.66%
$47.9 - $53.39 $37.1K - $41.4K
45.8K $2.22M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.42K
- 8.79%
$22.39 - $23.45 $54.1K - $56.7K
25.1K $575K
IBM
International Business Machines Corp

Technology
-148
- 0.52%
$204.9 - $238.04 $30.3K - $35.2K
28.1K $6.18M
ISCV
Ishares Morningstar Small Cap

ETFs
-959
- 2.01%
$62.21 - $69.5 $59.7K - $66.7K
46.7K $2.96M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-2.25K
- 25.36%
$29.46 - $32.64 $66.3K - $73.5K
6.63K $204K
RTX
Raytheon Technologies Corp

Industrials
-184
- 2.45%
$114.45 - $127.21 $21.1K - $23.4K
7.34K $849K
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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