Prosperity Consulting Group, LLC Reduced Holdings in Q3 2024

Prosperity Consulting Group, LLC

  • $1.26 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-7.19K
- 13.77%
$19.88 - $21.63 $143K - $155K
45K $967K
MKC
Mccormick & CO Inc

Consumer Defensive
-6.32K
- 16.05%
$69.44 - $84.76 $439K - $536K
33.1K $2.72M
JHG
Janus Henderson Group PLC

Financial Services
-3.38K
- 25.77%
$33.55 - $38.68 $113K - $131K
9.74K $370K
LAMR
Lamar Advertising CO

Real Estate
-790
- 30.62%
$110.9 - $135.58 $87.6K - $107K
1.79K $239K
MNRO
Monro, Inc.

Consumer Cyclical
-5.4K
- 30.9%
$21.13 - $30.82 $114K - $166K
12.1K $348K
SII
Sprott Inc.

Financial Services
-1.85K
- 25.11%
$38.73 - $46.3 $71.6K - $85.6K
5.51K $238K
IWD
Ishares Russell 1000 Val ETF

ETFs
-661
- 16.33%
$173.36 - $189.8 $115K - $125K
3.39K $642K
PSTL
Postal Realty Trust, Inc.

Real Estate
-6.52K
- 27.04%
$13.15 - $14.96 $85.7K - $97.5K
17.6K $257K
ORI
Old Republic International Corp

Financial Services
-3.35K
- 27.91%
$29.89 - $35.9 $100K - $120K
8.65K $306K
HGER
Harbor ETF Tr All Weather Infl
-2.85K
- 16.37%
$21.29 - $22.98 $60.8K - $65.6K
14.6K $329K
LHX
L3 Harris Technologies, Inc.

Industrials
-326
- 21.41%
$221.96 - $243.27 $72.4K - $79.3K
1.2K $284K
EPM
Evolution Petroleum Corp

Energy
-10.9K
- 31.82%
$4.64 - $5.75 $50.6K - $62.8K
23.4K $124K
EMN
Eastman Chemical CO

Basic Materials
-837
- 31.44%
$93.82 - $113.74 $78.5K - $95.2K
1.83K $204K
KMI
Kinder Morgan, Inc.

Energy
-4.4K
- 24.12%
$19.72 - $22.22 $86.8K - $97.9K
13.9K $306K
LUV
Southwest Airlines CO

Industrials
-2.21K
- 22.53%
$23.7 - $29.93 $52.4K - $66.1K
7.59K $225K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-535
- 18.81%
$100.09 - $100.69 $53.5K - $53.9K
2.31K $232K
GBIL
Goldman Sachs Access Treasury

ETFs
-536
- 18.99%
$99.7 - $100.3 $53.4K - $53.8K
2.29K $229K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-2.62K
- 22.78%
$26.74 - $30.37 $70K - $79.5K
8.88K $269K
JCI
Johnson Controls International PLC

Industrials
-1.34K
- 27.1%
$65.52 - $77.61 $88.1K - $104K
3.62K $280K
WHG
Westwood Holdings Group Inc

Financial Services
-6.96K
- 26.14%
$12.01 - $14.9 $83.5K - $104K
19.7K $279K
VNQ
Vanguard Specialized Funds Van

ETFs
-841
- 25.88%
$82.97 - $98.97 $69.8K - $83.2K
2.41K $234K
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-1.56K
- 5.35%
$38.45 - $40.05 $59.8K - $62.3K
27.5K $1.1M
UL
Unilever PLC

Consumer Defensive
-9.9K
- 16.14%
$54.7 - $65.59 $541K - $649K
51.4K $3.34M
NKE
Nike, Inc.

Consumer Cyclical
-754
- 22.79%
$71.09 - $89.44 $53.6K - $67.4K
2.56K $225K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.13K
- 14.68%
$41.02 - $46.01 $46.5K - $52.2K
6.59K $300K
RFG
Invesco Exchange Traded Fd Tr

ETFs
-789
- 1.67%
$45.41 - $51.61 $35.8K - $40.7K
46.6K $2.29M
YJUN
First Tr Exchange Traded Fd Vi
-1.6K
- 8.71%
$21.48 - $23.09 $34.3K - $36.9K
16.7K $382K
FAST
Fastenal CO

Industrials
-556
- 16.54%
$62.09 - $71.83 $34.5K - $39.9K
2.81K $200K
CVS
Cvs Health Corp

Healthcare
-341
- 9.65%
$55.81 - $63.18 $19K - $21.5K
3.19K $200K
SCS
Steelcase Inc

Industrials
-1.8K
- 5.95%
$12.27 - $14.49 $22.1K - $26.1K
28.5K $384K
MLM
Martin Marietta Materials Inc

Basic Materials
-8
- 1.14%
$502.48 - $593.35 $4.02K - $4.75K
694 $373K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-499
- 4.89%
$39.37 - $41.68 $19.6K - $20.8K
9.71K $402K
FJAN
First Exc Trd Viii Cboe Vest U
-6.65K
- 5.2%
N/A
121K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-31.6K
- 51.39%
N/A
29.9K $0
DAUG
First Tr ETF Viii Cboe Vest Us
-1.78K
- 1.31%
N/A
134K $0
CI
Cigna Corp

Healthcare
-9
- 1.44%
$319.12 - $367.1 $2.87K - $3.3K
614 $212K
CCI
Crown Castle International Corp

Real Estate
-342
- 15.12%
$95.29 - $120.24 $32.6K - $41.1K
1.92K $227K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-128
- 2.7%
$74.26 - $78.84 $9.51K - $10.1K
4.62K $362K
NGG
National Grid PLC

Utilities
-6.84K
- 17.95%
$57.14 - $70.48 $391K - $482K
31.3K $2.18M
SNA
Snap On Inc

Industrials
-1.62K
- 9.48%
$255.35 - $289.77 $413K - $469K
15.4K $4.47M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-508
- 13.65%
$156.14 - $187.2 $79.3K - $95.1K
3.21K $593K
ETN
Eaton Corp PLC

Industrials
-64
- 2.88%
$272.52 - $333.02 $17.4K - $21.3K
2.16K $714K
IWR
Ishares Russell Mid Cap ETF

ETFs
-137
- 2.8%
$79.92 - $88.19 $10.9K - $12.1K
4.76K $419K
SYY
Sysco Corp

Consumer Defensive
-170
- 2.92%
$69.16 - $78.98 $11.8K - $13.4K
5.64K $440K
ECL
Ecolab Inc.

Basic Materials
-26
- 1.21%
$228.86 - $255.76 $5.95K - $6.65K
2.13K $542K
CB
Chubb LTD

Financial Services
-7
- 0.7%
$252.51 - $292.2 $1.77K - $2.05K
988 $284K
MCO
Moodys Corp

Financial Services
-67
- 5.08%
$421.49 - $494.67 $28.2K - $33.1K
1.25K $593K
MMM
3 M CO

Industrials
-978
- 19.09%
$99.69 - $139.42 $97.5K - $136K
4.15K $566K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-42
- 0.8%
$117.9 - $128.2 $4.95K - $5.38K
5.18K $663K
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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