Prosperity Financial Group, Inc. Purchases in Q4 2024

Prosperity Financial Group, Inc.

  • $201 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
13
+ 0.28%
$59.74 - $60.03 $777 - $780
4.74K $283M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.09%
$216.13 - $242.4 $216 - $242
1.14K $253M
TDIV
First Trust Nasdaq Technology

ETFs
688
+ 2.3%
$78.03 - $82.13 $53.7K - $56.5K
30.5K $2.4B
WELL
Welltower Inc.

Real Estate
2
+ 0.1%
$123.11 - $139.3 $246 - $279
1.92K $242M
PG
Procter & Gamble CO

Consumer Defensive
107
+ 2.62%
$161.05 - $179.7 $17.2K - $19.2K
4.19K $702M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
196
+ 5.29%
$119.34 - $127.78 $23.4K - $25K
3.9K $466M
VTV
Vanguard Value ETF

ETFs
40
+ 1.62%
$168.32 - $181.87 $6.73K - $7.27K
2.51K $424M
ADBE
Adobe Inc.

Technology
119
+ 14.13%
$437.39 - $552.96 $52K - $65.8K
961 $427M
SLV
I Shares Silver Trust

ETFs
349
+ 3.63%
$26.33 - $31.74 $9.19K - $11.1K
9.97K $263M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
216
+ 3.9%
$209.89 - $233.24 $45.3K - $50.4K
5.76K $1.22B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
62
+ 2.09%
$99.2 - $108.47 $6.15K - $6.73K
3.02K $301M
JNJ
Johnson & Johnson

Healthcare
379
+ 8.58%
$143.34 - $165.86 $54.3K - $62.9K
4.8K $694M
PEP
Pepsico Inc

Consumer Defensive
8
+ 0.55%
$151.29 - $176.1 $1.21K - $1.41K
1.45K $221M
PVAL
Putnam ETF Tr Putnam Focused L
2.17K
+ 1.62%
$36.85 - $39.99 $79.9K - $86.7K
136K $5.05B
LNTH
Lantheus Holdings, Inc.

Healthcare
575
+ 13.9%
$76.22 - $116.71 $43.8K - $67.1K
4.71K $422M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
236
+ 0.73%
$25.79 - $27.56 $6.09K - $6.5K
32.7K $851M
UNH
Unitedhealth Group Inc

Healthcare
175
+ 10.1%
$485.52 - $625.25 $85K - $109K
1.91K $965M
SO
Southern CO

Utilities
30
+ 0.47%
$81.5 - $94.15 $2.45K - $2.82K
6.46K $532M
MSFT
Microsoft Corp

Technology
249
+ 1.29%
$406.35 - $454.46 $101K - $113K
19.5K $8.23B
SOXX
Ishares Semiconductor ETF

ETFs
130
+ 2.09%
$211.27 - $239.8 $27.5K - $31.2K
6.35K $1.37B
ABBV
Abb Vie Inc.

Healthcare
28
+ 0.61%
$164.99 - $203.87 $4.62K - $5.71K
4.61K $819M
ELV
Elevance Health, Inc.

Healthcare
91
+ 10.42%
$365.96 - $514.62 $33.3K - $46.8K
964 $356M
LLY
Eli Lilly & CO

Healthcare
144
+ 7.62%
$727.2 - $932.06 $105K - $134K
2.03K $1.57B
Activity Summary
Buys All Purchases 124 New Holdings 28 Increased Positions 96 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 5 Puts 2
Track This Portfolio

Track Prosperity Financial Group, Inc. Portfolio

Follow Prosperity Financial Group, Inc. 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 Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prosperity Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email