Prosperity Financial Group, Inc. Incresed Positions in Q4 2024

Prosperity Financial Group, Inc.

  • $201 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
34.2K
+ 32.85%
$48.48 - $49.47 $1.66M - $1.69M
138K $6.73B
TSLA
Tesla, Inc.

Consumer Cyclical
2.2K
+ 53.54%
$213.65 - $479.86 $470K - $1.05M
6.3K $2.55B
NVDA
Nvidia Corp

Technology
3.54K
+ 5.37%
$117.0 - $148.88 $414K - $526K
69.4K $9.32B
PAVE
Global X Fds Us Infrastructure

ETFs
24.7K
+ 120.52%
$40.41 - $45.95 $1M - $1.14M
45.3K $1.83B
AVGO
Broadcom Inc.

Technology
1.54K
+ 15.89%
$159.67 - $250.0 $245K - $384K
11.2K $2.6B
AMZN
Amazon Com Inc

Consumer Cyclical
1.26K
+ 9.02%
$180.88 - $232.93 $228K - $293K
15.2K $3.34B
Pgim ETF Tr
7.2K
+ 72.81%
N/A
17.1K $1.63B
GOOGL
Alphabet Inc.

Communication Services
1.68K
+ 9.48%
$161.86 - $196.66 $271K - $329K
19.3K $3.66B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.16K
+ 20.27%
$173.13 - $258.09 $200K - $299K
6.86K $1.58B
PGRO
Putnam ETF Tr Putnam Focused L

ETFs
4.11K
+ 3.66%
$35.61 - $40.35 $146K - $166K
116K $4.51B
FRTY
Alger ETF Tr Mid Cap 40 ETF

ETFs
8.55K
+ 6.53%
$17.11 - $20.73 $146K - $177K
139K $2.61B
V
Visa Inc.

Financial Services
407
+ 8.34%
$273.87 - $320.91 $111K - $131K
5.29K $1.67B
META
Meta Platforms, Inc.

Communication Services
451
+ 14.34%
$554.08 - $632.68 $250K - $285K
3.6K $2.11B
Franklin Templeton ETF Tr
4.54K
+ 11.72%
N/A
43.3K $1.73B
NOW
Service Now, Inc.

Technology
149
+ 22.89%
$867.18 - $1148.42 $129K - $171K
800 $848M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
735
+ 3.47%
$90.31 - $106.37 $66.4K - $78.2K
21.9K $2.19B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.15K
+ 6.99%
$53.94 - $58.15 $170K - $183K
48.2K $2.72B
Proshares Tr
5.48K
+ 7.19%
N/A
81.6K $3.62B
AVLV
American Centy ETF Tr Avantis
2.32K
+ 4.99%
$65.51 - $71.22 $152K - $165K
48.8K $3.26B
COST
Costco Wholesale Corp

Consumer Defensive
111
+ 3.52%
$873.59 - $994.69 $97K - $110K
3.26K $2.99B
JPM
Jpmorgan Chase & CO

Financial Services
66
+ 1.08%
$205.18 - $250.29 $13.5K - $16.5K
6.19K $1.48B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
4.67K
+ 10.49%
$28.37 - $30.25 $132K - $141K
49.1K $1.46B
SPY
Spdr S&P 500 ETF Trust

ETFs
263
+ 9.36%
$567.81 - $607.81 $149K - $160K
3.07K $1.8B
GOOG
Alphabet Inc.

Communication Services
401
+ 8.94%
$163.08 - $198.16 $65.4K - $79.5K
4.88K $930M
HUBS
Hubspot Inc

Technology
110
+ 18.27%
$514.07 - $757.4 $56.5K - $83.3K
712 $496M
ETN
Eaton Corp PLC

Industrials
523
+ 15.8%
$326.96 - $377.52 $171K - $197K
3.83K $1.27B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.2K
+ 19.35%
$69.3 - $74.3 $153K - $164K
13.6K $971M
ISRG
Intuitive Surgical Inc

Healthcare
255
+ 27.78%
$471.27 - $550.62 $120K - $140K
1.17K $612M
EME
Emcor Group, Inc.

Industrials
313
+ 51.99%
$427.96 - $526.95 $134K - $165K
915 $415M
AMD
Advanced Micro Devices Inc

Technology
3.08K
+ 58.38%
$118.88 - $172.8 $366K - $532K
8.35K $1.01B
Zacks Trust
4.02K
+ 4.02%
N/A
104K $3.45B
CRM
Salesforce, Inc.

Technology
218
+ 21.29%
$270.87 - $367.87 $59K - $80.2K
1.24K $415M
MA
Mastercard Inc

Financial Services
160
+ 12.09%
$491.3 - $536.15 $78.6K - $85.8K
1.48K $781M
IOT
Samsara Inc.

Technology
3.9K
+ 28.72%
$42.67 - $56.35 $166K - $220K
17.5K $764M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.72K
+ 5.18%
$61.68 - $67.87 $106K - $117K
35K $2.18B
SPGI
S&P Global Inc.

Financial Services
241
+ 23.0%
$480.36 - $529.17 $116K - $128K
1.29K $642M
RECS
Columbia ETF Tr I

ETFs
1.92K
+ 11.58%
$33.61 - $36.42 $64.5K - $69.9K
18.5K $640M
RSG
Republic Services, Inc.

Industrials
350
+ 9.89%
$198.0 - $218.75 $69.3K - $76.6K
3.89K $782M
MISL
First Tr Exchange Traded Fd In
6.6K
+ 6.39%
N/A
110K $3.35B
DE
Deere & CO

Industrials
119
+ 13.21%
$389.45 - $466.0 $46.3K - $55.5K
1.02K $432M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
334
+ 4.55%
$111.85 - $120.71 $37.4K - $40.3K
7.68K $885M
FIX
Comfort Systems Usa Inc

Industrials
86
+ 16.76%
$370.68 - $504.12 $31.9K - $43.4K
599 $254M
WDAY
Workday, Inc.

Technology
123
+ 11.64%
$233.85 - $279.91 $28.8K - $34.4K
1.18K $304M
CSCO
Cisco Systems, Inc.

Technology
43
+ 0.64%
$52.45 - $60.02 $2.26K - $2.58K
6.73K $398M
CAT
Caterpillar Inc

Industrials
259
+ 13.7%
$360.37 - $416.88 $93.3K - $108K
2.15K $780M
ET
Energy Transfer LP

Energy
100
+ 0.95%
$16.05 - $19.86 $1.61K - $1.99K
10.7K $209M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.33K
+ 5.22%
$40.97 - $42.66 $54.5K - $56.8K
26.8K $1.11B
EMLP
First Tr Exchange Traded Iv

ETFs
544
+ 5.63%
$33.69 - $38.24 $18.3K - $20.8K
10.2K $364M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
1.66K
+ 7.51%
$31.57 - $34.79 $52.5K - $57.8K
23.8K $751M
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
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