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
LUV
Southwest Airlines CO

Industrials
-506
- 6.66%
$28.99 - $34.84 $14.7K - $17.6K
7.09K $238K
T
At&T Inc.

Communication Services
-2.2K
- 2.54%
$21.22 - $23.88 $46.7K - $52.6K
84.6K $1.93M
ARCC
Ares Capital Corp

Financial Services
-221
- 0.92%
$20.74 - $22.27 $4.58K - $4.92K
23.9K $522K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-14
- 0.45%
$311.11 - $335.64 $4.36K - $4.7K
3.08K $990K
AME
Ametek Inc

Industrials
-1
- 0.03%
$165.89 - $197.38 $166 - $197
3.08K $555K
JHG
Janus Henderson Group PLC

Financial Services
-393
- 4.03%
$37.65 - $45.66 $14.8K - $17.9K
9.35K $397K
MO
Altria Group, Inc.

Consumer Defensive
-306
- 0.76%
$49.06 - $57.74 $15K - $17.7K
39.8K $2.08M
USB
Us Bancorp \De\

Financial Services
-113
- 0.34%
$43.98 - $53.66 $4.97K - $6.06K
32.8K $1.57M
KMI
Kinder Morgan, Inc.

Energy
-295
- 2.13%
$22.59 - $28.54 $6.66K - $8.42K
13.6K $371K
GILD
Gilead Sciences, Inc.

Healthcare
-1.77K
- 6.19%
$83.95 - $97.9 $148K - $173K
26.8K $2.48M
VOT
Vanguard Mid Cap Growth Index

ETFs
-368
- 1.64%
$241.48 - $274.89 $88.9K - $101K
22.1K $5.6M
MA
Mastercard Inc

Financial Services
-145
- 2.2%
$491.3 - $536.15 $71.2K - $77.7K
6.45K $3.4M
SAP
Sap Se

Technology
-1.32K
- 4.56%
$218.13 - $255.54 $288K - $337K
27.6K $6.8M
CSCO
Cisco Systems, Inc.

Technology
-2.37K
- 4.08%
$52.45 - $60.02 $124K - $142K
55.8K $3.3M
DIS
Walt Disney CO

Communication Services
-367
- 1.83%
$92.39 - $117.6 $33.9K - $43.2K
19.7K $2.19M
ARES
Ares Management Corp

Financial Services
-1.69K
- 5.5%
$153.38 - $183.7 $259K - $311K
29.1K $5.14M
OKE
Oneok Inc

Energy
-2.14K
- 3.17%
$92.28 - $117.05 $197K - $250K
65.3K $6.56M
SNA
Snap On Inc

Industrials
-819
- 5.31%
$285.44 - $371.35 $234K - $304K
14.6K $4.96M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-977
- 3.3%
$172.07 - $207.36 $168K - $203K
28.6K $5.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.26K
- 0.74%
$94.43 - $105.47 $119K - $133K
169K $17.1M
AVGO
Broadcom Inc.

Technology
-912
- 2.05%
$159.67 - $250.0 $146K - $228K
43.5K $10.1M
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
Track This Portfolio

Track Prosperity Consulting Group, LLC Portfolio

Follow Prosperity Consulting Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prosperity Consulting Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Consulting Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email