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
EQIX
Equinix Inc

Real Estate
25
+ 9.65%
$865.69 - $985.0 $21.6K - $24.6K
284 $268M
MLM
Martin Marietta Materials Inc

Basic Materials
93
+ 19.62%
$516.5 - $619.58 $48K - $57.6K
567 $293M
DPZ
Dominos Pizza Inc

Consumer Cyclical
96
+ 13.39%
$408.59 - $476.19 $39.2K - $45.7K
813 $341M
RACE
Ferrari N.V.

Consumer Cyclical
286
+ 14.34%
$422.83 - $490.34 $121K - $140K
2.28K $969M
IWF
Ishares Russell 1000 Gr ETF

ETFs
22
+ 3.2%
$370.24 - $418.94 $8.15K - $9.22K
710 $285M
CVX
Chevron Corp

Energy
227
+ 6.17%
$141.15 - $162.53 $32K - $36.9K
3.91K $566M
IVV
Ishares Core S&P 500 ETF

ETFs
16
+ 1.34%
$570.51 - $610.59 $9.13K - $9.77K
1.21K $710M
PDP
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.14%
$102.88 - $117.55 $720 - $823
5.17K $556M
MGM
Mgm Resorts International

Consumer Cyclical
2.19K
+ 18.13%
$33.44 - $41.99 $73.1K - $91.8K
14.2K $494M
TDG
Trans Digm Group Inc

Industrials
44
+ 19.13%
$1239.0 - $1442.53 $54.5K - $63.5K
274 $347M
XOM
Exxon Mobil Corp

Energy
301
+ 15.5%
$105.51 - $125.37 $31.8K - $37.7K
2.24K $241M
TXT
Textron Inc

Industrials
901
+ 19.66%
$75.82 - $90.32 $68.3K - $81.4K
5.48K $419M
INQQ
Exchange Traded Concepts Tr In

ETFs
1.18K
+ 3.86%
$15.6 - $17.3 $18.5K - $20.5K
31.8K $515M
KBR
Kbr, Inc.

Industrials
918
+ 16.09%
$55.19 - $72.02 $50.7K - $66.1K
6.62K $384M
AVUS
American Centy ETF Tr Avantis

ETFs
61
+ 2.35%
$94.36 - $102.06 $5.76K - $6.23K
2.66K $258M
DGRO
Ishares Core Dividend Growth E

ETFs
236
+ 7.24%
$60.73 - $64.94 $14.3K - $15.3K
3.5K $214M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 2.33%
$442.29 - $483.08 $17.7K - $19.3K
1.76K $797M
IBM
International Business Machines Corp

Technology
25
+ 1.68%
$204.9 - $238.04 $5.12K - $5.95K
1.51K $332M
FXN
First Tr Exchange Traded Fd Fi

ETFs
83
+ 0.52%
$15.42 - $18.08 $1.28K - $1.5K
16.1K $262M
KO
Coca Cola CO

Consumer Defensive
474
+ 16.29%
$61.74 - $71.71 $29.3K - $34K
3.38K $211M
NCV
Virtus Allianz Gi Convertible & Income Fund

Financial Services
436
+ 1.66%
$3.38 - $3.72 $1.47K - $1.62K
26.7K $92.5M
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.23K
+ 2.86%
$57.53 - $60.83 $71K - $75.1K
44.4K $2.55B
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
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