Prosperity Wealth Management, Inc. Purchases in Q4 2024

Prosperity Wealth Management, Inc.

  • $243 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.6K
+ 237.01%
$26.93 - $84.95 $420K - $1.33M
22.2K $606M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.56K
+ 22.88%
$50.06 - $55.0 $78.3K - $86K
8.4K $422M
IVV
Ishares Core S&P 500 ETF

ETFs
33
+ 1.77%
$570.51 - $610.59 $18.8K - $20.1K
1.9K $1.12B
EIPX
First Tr Exc Trd Fd Iv Ft Ener
1.32K
+ 10.7%
N/A
13.6K $334M
PNC
Pnc Financial Services Group, Inc.

Financial Services
14
+ 0.38%
$178.39 - $215.0 $2.5K - $3.01K
3.69K $712M
IWY
Ishares Tr Russell 200 Growth

ETFs
23
+ 1.71%
$216.72 - $244.71 $4.98K - $5.63K
1.37K $322M
JPIB
Jpmorgan International Bond Op

ETFs
734
+ 10.14%
$47.26 - $48.47 $34.7K - $35.6K
7.97K $377M
MGC
Vanguard Mega Cap ETF

ETFs
75
+ 7.51%
$204.21 - $220.18 $15.3K - $16.5K
1.07K $228M
Fidelity Covington Trust
413
+ 4.59%
N/A
9.42K $310M
JMEE
J P Morgan Exchange Traded Fd

ETFs
309
+ 8.34%
$60.1 - $66.4 $18.6K - $20.5K
4.02K $243M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1
+ 0.08%
$194.9 - $214.12 $195 - $214
1.2K $242M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
137
+ 1.24%
$23.8 - $24.11 $3.26K - $3.3K
11.2K $267M
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 3.69%
$385.02 - $431.37 $8.09K - $9.06K
590 $229M
VEA
Vanguard Ftse Developed Market

ETFs
550
+ 9.63%
$47.57 - $52.44 $26.2K - $28.8K
6.26K $299M
MGV
Vanguard Mega Cap Value

ETFs
17
+ 0.84%
$124.06 - $133.48 $2.11K - $2.27K
2.04K $254M
AGZ
Ishares Agency Bond ETF

ETFs
10
+ 0.41%
$107.68 - $110.37 $1.08K - $1.1K
2.43K $262M
Invesco Exchange Traded Fd T
59
+ 0.79%
N/A
7.56K $211M
PFF
Ishares Trust Ishares Pfd And

ETFs
105
+ 0.85%
$31.23 - $33.51 $3.28K - $3.52K
12.5K $393M
RTX
Raytheon Technologies Corp

Industrials
18
+ 0.47%
$114.45 - $127.21 $2.06K - $2.29K
3.88K $449M
Arm Holdings PLC
565
+ 12.5%
N/A
5.09K $627M
Amplify ETF Tr
57.4K
+ 40.83%
N/A
198K $444M
PINK
Simplify Exchange Traded Fds S

ETFs
4
+ 0.06%
$29.45 - $32.77 $118 - $131
7.25K $215M
ES
Eversource Energy

Utilities
47
+ 0.69%
$55.9 - $67.73 $2.63K - $3.18K
6.85K $393M
FNDX
Schwab Fundamental U S Large C

ETFs
6.94K
+ 124.23%
$23.49 - $71.77 $163K - $498K
12.5K $296M
XOM
Exxon Mobil Corp

Energy
70
+ 0.56%
$105.51 - $125.37 $7.39K - $8.78K
12.6K $1.35B
LLY
Eli Lilly & CO

Healthcare
135
+ 6.79%
$727.2 - $932.06 $98.2K - $126K
2.12K $1.64B
NVO
Novo Nordisk A S

Healthcare
1.03K
+ 13.5%
$85.0 - $120.04 $87.2K - $123K
8.63K $742M
PANW
Palo Alto Networks Inc

Technology
879
+ 26.08%
$181.96 - $405.9 $160K - $357K
4.25K $773M
Activity Summary
Buys All Purchases 129 New Holdings 56 Increased Positions 73 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 5 Puts 4
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